Tape Talk | Investing, Business, Wealth, and Your Money
139 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 39 ratingsTake control of your money so you can take control of your life!
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Episodes
Navigating the Newsflow
July 30, 2019 18:12 - 38 minutes - 36.8 MBOn this week's episode of Tape Talk, Quint and Daniel discuss strategies to navigate the diverse newsflow here. From the Fed's upcoming rate hike, corporate earnings, and negative headlines, investors have a lot to digest while stocks push to new highs. Rate Cut Imminent The market is pricing in a definite rate cut at the FOMC's next meeting at the end of the month. While it's hard to see strong evidence to support this cut beyond a simple precautionary step, it does appear the Fed has br...
Interview with Archaeologist Mindy Wetzel
July 20, 2019 09:48 - 37 minutes - 34.9 MBAt 21, Mindy Wetzel was miserable and bored as a chemist within a cement company. Just a few years later she found herself on an archaeological expedition in Egypt unearthing a 3,000-year-old cemetery. In this unique and fascinating Tape Talk, Quint takes a break from the norm and discusses the fascinating career path of a modern-day Indiana Jones.
Tariff Fallout and Rate Cuts
July 15, 2019 19:44 - 38 minutes - 36.3 MBOn this week's episode of Tape Talk, Quint and Daniel discuss this week's news of tariff fallout hitting the industrial sector and headlines around the upcoming FOMC meeting. Tariff Fallout In their earnings report this week, industrial giant Fastenal reported negative impacts of the recent trade war between the US and China with both top-line revenue and bottom-line earnings coming in under expectations. This underperformance combined with increased income tax costs had investors selling ...
Interview with Brent Beckwith
June 29, 2019 09:02 - 39 minutes - 36.5 MBThis week Tape Talk welcomes friend and client Brent Beckwith owner of Beck Travel. Quint interviews Brent about his new venture and why after over 30 years in the corporate world why he chose to start a new travel advisory business. At 65 years young, Quint and Brent discuss the ins and outs of starting a new business and just why Brent chose the competitive field of travel.
Real Estate Update with Kelly Karls
June 22, 2019 09:55 - 38 minutes - 36.4 MBOn this week's episode of Tape Talk, Quint and Daniel welcome Kelly Karls, Lexington Kentucky's "Queen of Real Estate." Headlines Before getting into real estate, Quint and Daniel review the headlines from this week's Federal Reserve FOMC meeting at which the Fed left rates unchanged with a hint that cuts may come. The market clearly supported the Fed's views, rallying after the meeting and continuing the rally into Thursday. What might be more notable though was the movement in gold which...
Follow the Money
June 15, 2019 09:36 - 38 minutes - 36.1 MBOn this week's episode of Tape Talk, Quint and Daniel examine the quiet week so far in the market and ask, "where is the smart money flowing to right now?" What the Money While people may have all types of opinions about what happens next in the financial markets, their real vote is made with their money. For this reason, it can be important for investors to pay less attention to headlines and more to where the money is actually flowing around in the financial world. Recently, a look from ...
Market Diagnostics
June 09, 2019 19:47 - 38 minutes - 36.3 MBOn this week's episode of Tape Talk, Quint and Daniel review the recent volatility around Mexico Tariffs and speculations surrounding the Federal Reserve's next moves. The Mexico Front Tariffs and trade wars have still been in the news as of late but the battlefield may have shifted. Recently the President announced increasing tariffs on goods from Mexico in an effort to ward off illegal immigration by persuading the country into complying with requests to take a more active role in deterr...
Quint Pottinger interview
June 01, 2019 09:17 - 38 minutes - 36.2 MBThink modern farming is all riding tractors and raking up dirt? Quint and Daniel interview local soybean farmer Quint Pottinger of Affinity Farms to dig into what today's farm life is really about. Not Granddad's Farm Life You might have a picture of what a farmer does today; wake up early, ride a tractor, leave the field as the sun sets. However, you might be surprised to hear from Quint Pottinger of Affinity Farms that the stereotypical farm life is far from reality. Listen in to how he ...
Navigating the Tariff Storm
May 27, 2019 21:04 - 38 minutes - 36.2 MBOn this week's episode of Tape Talk, Quint and Daniel dissect the recent market volatility on the heels of the news of US tariff hikes. Agreement Hurdles The United States and China have had an increasingly difficult time finding agreement on trade. Recent revisions to the deal by China led to President Trump implementing a new 25% tariff on a basket of goods from the country. This prompt shift from closing in on a deal to the negotiations entering rough waters left US stocks navigating in...
Trump Tweets Strike Again
May 11, 2019 09:53 - 38 minutes - 35.6 MBOn this week's episode of Tape Talk, Quint and Daniel discuss the volatility transpiring in the market over the past week and what the might mean to investors. Tweet Storm Investors spent the weekend digesting tweets from President Trump alluding to a "no deal" with China on trade after the country attempted to make major revisions in the ongoing agreement. This news caused markets to drop Monday as investors had clear expectations that a trade deal was on the horizon. Volatility is Back ...
Following the Professionals
May 04, 2019 09:40 - 37 minutes - 35.2 MBOn this week's episode of Tape Talk, Quint and Daniel discuss an edge that "professional" or large investors have in investing markets as well as some ways the individual investor might benefit. Headlines One of the major stories making headlines this week was Warren Buffett’s backing of Occidental Petroleum in its attempt to acquire Anadarko Petroleum after the company announced plans to be acquired by rival Chevron. An article by Bloomberg illustrates the benefits a large and well-connec...
What's Your Number?
April 27, 2019 09:09 - 38 minutes - 36.4 MBOn this week's episode of Tape Talk, Quint and Daniel take a deep dive into investors' required rate of return. What is it? Why is it important? And, how does it factor into your financial plan? Headlines Before going too far into our topic of the week we take a look at news hitting headlines over the past week. One, in particular, has caught investors' attention, the annual update on the Social Security Trust Fund. This report highlights two important numbers for retirees to consider. Fir...
Interview with Paul Lountzis
April 21, 2019 10:49 - 38 minutes - 36 MBOn this week's episode of Tape Talk, Quint and Daniel interview Paul Lountzis of Lountzis Asset Management and listen to his insights about risk in the investment markets here. Worldwide Liquidity As we dive into where markets are today we discuss the tremendous liquidity that has been provided by central banks around the world. While this has helped stabilize much of the world economies it has also forced investors to take on undue risk as they search for yield. Since the Federal Reserve ...
A Bigger Can, A Longer Road
April 13, 2019 09:59 - 37 minutes - 35.2 MBOn this week's episode of Tape Talk, Quint and Daniel tackle the recent headlines about the inverted yield curve and what that might mean for investors' portfolios. What's A Yield Curve? While you might not often talk yields at your regular cocktail party, the topic may just come up more as it sprinkled news headlines recently. Unfortunately, though it is critical to the understanding of inversion, the yield curve may be unfamiliar to some. Daniel takes some time to explain just what we're...
4 Financial Plan Sabotages
April 06, 2019 09:54 - 38 minutes - 36.3 MBOn this week's episode of Tape Talk, Quint and Daniel look at the ways clients might become their own worst enemy when it comes to their financial plan. Here are four ways we see people sabotaging their plans. Undisciplined Spending Coming off some of the highest earning years of your life and likely with the least amount of dependents left in your household, you may have gotten used to spending what you want when you want to. One of the things you'll face in retirement is the paycheck sto...
Fed Speak
March 23, 2019 09:59 - 38 minutes - 35.3 MBOn this week's episode of Tape Talk, Quint and Daniel break down the recent headlines about the Federal Reserve's outlook and interest rate forecasts for the year. Rates Steady The FOMC very expectedly kept rates unchanged after their latest meeting. However, the more newsworthy bit out of the meeting was their lowered economic forecast for the year. Further, they sent a clearly dovish signal to maintain rates are their current level for the rest of the year. How Interest Rates Work Supp...
5 Spring Cleaning Tips
March 16, 2019 09:36 - 38 minutes - 36.7 MBOn this week's episode of Tape Talk, Quint and Daniel welcome spring with some tips for spring cleaning your financial life. Rebalance and Review Investment Allocations If you didn't already do so at the end of the year, it's time to rebalance your accounts which don't automatically do so themselves. This is an important part of any investment strategy to ensure you stay aligned with the investment objectives you set out for yourself. Additionally, it's important to take this to review you...
Market Consolidation
March 09, 2019 09:40 - 18 minutes - 17.6 MBOn this week's shortened episode of Tape Talk, Quint and Daniel take a look at the recent stock rally through the lens of the past couple months of volatility. Consolidation Is The Theme Stocks as a whole are now up significantly for the year, yet they are only back to the levels they started as this past December, prior to the pre-holiday decline. This means two things. First, stocks have entered a very logical area of technical consolidation where gains may slow and buyers and sellers ma...
Know Your Risk
March 03, 2019 17:32 - 19 minutes - 18.3 MBOn this week's short episode of Tape Talk, Quint and Daniel talk about the what's been happening in the markets lately and why the recent moves may make it the perfect time to assess your investment risk. Volatility and Emotion The recent moves in stock (and bond) markets have given investors a prime opportunity to take an honest assessment of how content they are with their allocation here. Because we've experienced both sharp declines and sharp gains over the past three months, investors...
Digging into Gold
February 25, 2019 16:42 - 32 minutes - 31.1 MBThis week Tape Talk is podcast only and Quint takes the opportunity to walk listeners through the specifics of a trade in GDX. While the equity markets continue to baffle those looking at company fundamentals, there is one area of the market that makes sense to Quint and that is Gold. With the Fed on hold and inflation increasing, Gold is shinning and moving higher. Quint takes listeners into a deep dive regarding the rationale behind the investment and the actual trade itself including how ...
Market Tug of War
February 16, 2019 09:31 - 38 minutes - 36.1 MBOn this week's episode of Tape Talk, Quint and Daniel review the recent rally in the market and examine the headlines to examine if this latest move is a trend reversal or simply a bear market rally. Markets Move Higher As the major indices reached a year-to-date gain of over ten percent recently, it begs the question of what has changed in the past two months. Investors likely remember the market turmoil going into the holiday season which saw stocks violently decline into Christmas. Yet...
Earnings in Focus
February 02, 2019 09:07 - 38 minutes - 36.7 MBOn this week's episode of Tape Talk, Quint and Daniel look at some of the current earnings reports coming out of companies this quarter and what it means for the markets now. Slow Down Fears One of the recurring themes from some recent earnings reports is of the economic slowdowns overseas as well as here at home. Companies seem to be finding that demand growth that had been growing steadily is poised to take a breather here in the near term. This can be seen in some of the recent forecast...
Bear Market Rally
January 26, 2019 09:47 - 37 minutes - 33.5 MBOn this week's episode of Tape Talk, Quint and Daniel review the recent action in the stock market to assess whether or not December's decline may have come to an end. Then, look forward to what might be in store for 2019. Bull or Bear To start off we examine the recent multi-week rally in US stocks. Is the strength we're seeing in stock markets of late an all-clear signal for investors? Or, is this simply just a case of another bear market taking a breath before continuing its trend? Vol...
Welcome to 2019!
January 12, 2019 09:11 - 38 minutes - 36.3 MBWith the calendar changing over to a new year just under two weeks ago, the stock market has been the investor's friend. Quint and Daniel start off the year in this week's episode by examining where we've come from, where the market has been lately, and what the might mean for investors this year. 2018 In Review Volatility showed up with a force throughout 2018 resulting in a wide-ranging market that looked distinctly opposite of 2017's action. Ending the year near lows for the year left m...
2018 In Review
December 29, 2018 09:08 - 18 minutes - 17.5 MBOn this week's episode of Tape Talk, Quint and Daniel take a look back at the 2018 themes talked about on the show last January. Did any of these come to fruition during the year or did they simply go up in smoke? Rotation Continues This theme was clearly present throughout the year and money shifted around to forgotten sectors throughout the year. Infrastructure Builds This prediction was spot on, until it wasn't! Unfortunately, after broadcasting the heavy build up in infrastructure in...
2018 Market Lows
December 22, 2018 09:54 - 38 minutes - 35.9 MBOn this week's episode of Tape Talk, Quint and Daniel assess the market's move to lows for the year as it wraps up the last full week of trading before the shortened holiday week's ahead. Quint takes time to discuss where we've come over recent week's and how some of the individual names in this market have been much weaker than the indices would indicate. Then, Quint and Daniel talk about how and where to look for value in market pullbacks such as these. Finally, Daniel walks through the...
2018 Year End Investing
December 15, 2018 09:11 - 38 minutes - 35.9 MBOn this week’s edition of Tape Talk Radio, Quint takes a moment to look deeper into the current market environment and what it means to ‘take protective action.’ Attempting to be a voice of reason, rather than another pundit preaching an emotional bias, Quint looks at the fundamental and structural concerns facing the stock market and economy. With the goal of always having a set plan regarding not only your financial future but your investment management, Quint looks at what action steps to...
Holiday Market Update
November 24, 2018 17:14 - 38 minutes - 35.8 MBQuint flies solo this week and discusses the continued selloff in the stock market. As we roll into the holidays and pundits begin to discuss the prospects of a seasonal rally, Quint breaks down the areas to watch for and what to do when it comes to protecting your portfolio from the possibility of an extended downturn.
Planning For Success
November 10, 2018 09:01 - 38 minutes - 36.5 MBOn this week's episode of Tape Talk, Quint and Daniel discuss what you need to know about financial planning to best reach your goals in your financial journey. Headlines The news this week was all politics. With Tuesday's election in the rear view, financial markets breathed a sigh of relief and traded higher on Wednesday. Quint breaks down what this might mean for markets going forward and what he's watching as this move plays out. What's A Financial Plan? One of the key elements that ...
October Market Review
November 03, 2018 09:16 - 19 minutes - 17.9 MBOn this week's shortened episode of Tape Talk, Quint and Daniel review where the market ended the month of October and what it means as investors look ahead. October Roller Coaster As investors leave the month of October in their rearview it holds up to its mythical reputation as a month of volatile events. Investors saw the month start with many of the indices at or near highs only to see markets go nearly flat by month-end. After coming close to testing lows for the year many investors, ...
What Moves A Market?
October 29, 2018 13:28 - 38 minutes - 36.8 MBOn this week's episode of Tape Talk, Quint and Daniel explore the recent volatility in the stock market and discuss what some of the driving forces may be behind these moves. Headlines There are a lot of different headlines one could point to for the recent uneasiness in the stock market. There is the geopolitical risk with Saudi Arabi, trade wars with China, and internal strife between the President and the Federal Reserve. We'll explore a few of these excuses for the market's movements a...
Bears Take Control
October 20, 2018 10:19 - 38 minutes - 36 MBOn this week's Tape Talk, Quint and Daniel discuss the recent moves in financial markets and assess whether it's the bulls or bears in control now. What Happening In The Markets? The month of October has seen its fair share of volatility across financial markets. While stocks moved steadily higher through the end of September it was only a few days into the new month that things abruptly changed sending stocks cascading lower led. in large part, by the higher momentum names that had marche...
Navigating Turbulent Yields
October 13, 2018 17:30 - 38 minutes - 35.9 MBOn this week's Tape Talk, Quint and Daniel review the current moves in interest rates and what that means to investors' portfolios. Headlines Before diving into this week's meat and potatoes we take a look at some of the headlines this week and some updates we've been making in the portfolios. Last week's jobs report was decently solid news. By and large, people who want jobs are finding them and people who have jobs are seeing increases in wages. However, since the news hit the headlines...
Getting Risky
September 29, 2018 09:45 - 38 minutes - 37 MBOn this week's episode of Tape Talk, Quint and Danie dive into the topic of risk. What is risk? Why is it important? How should investors handle the risks they take? Headlines Before diving into the title topic, Quint and Daniel peruse this week's headlines. The Federal Reserve raised their headline interest rate by 0.25% this week which may put pressure on other market interest rates. More interestingly though was how the market digested the news. Amazon causes headaches for yet another...
Tariff Tango
September 22, 2018 09:17 - 38 minutes - 35.6 MBOn this week's Tape Talk, Quint and Daniel dive into the continuing headlines on the US/China trade war to discuss whether these tariffs are everything the headline make them out to be. Tariff Tracker The trade war was in the news again this week as the White House announced $200B in tariffs on Chinese imports to the US. The back and forth in this trade war has become so regular that it's actually becoming difficult to track what tariffs we already knew about and which ones are actually ne...
Interview with Coach Mark Blythe
September 09, 2018 14:49 - 39 minutes - 37.6 MBMark Blythe may be one of the most decorated college athletes to emerge from the University of Kentucky. From humble beginnings in Lexington Kentucky, Blythe went on to be a stand out baseball player at UK during the mid-1980s. This week Tape Talk Radio takes a break from the markets and economic reviews to talk about all things sports and life. Among his many honors, Blythe was recognized as a First Team All-SEC Selection in 1989 and still holds the records for 9th all-time home runs and 1...
Trumping up NAFTA
September 01, 2018 09:45 - 19 minutes - 18.6 MBOn this week's shortened episode of Tape Talk, Quint and Daniel take a look at the recent developments in trade agreements and what the market's reaction has been. Mexico Deals Mexico worked with the US to come to some agreeable terms on trade early in the week. The news got markets moving higher as concerns of the worst case scenario on North American trade deals subsided. While the news wasn't necessarily all good for industrial and automotive industries these names quickly rallied on th...
What's in a Sector?
August 25, 2018 09:35 - 38 minutes - 36.9 MBOn this week's Tape Talk, Quint and Daniel discuss the upcoming GICS sector shift. After all, what's really in a sector? Headlines The S&P 500 made headlines this week with a move to new intra-day highs. Many news outlets reported this new milestone as a win for the bulls by citing the longest bull market in history starting from the 2009 market lows. However, Quint dissects the numbers and examines what's happened during this time. Has it really been nine years of sunshine and rainbows? O...
Turkey Trips the Market
August 20, 2018 17:12 - 37 minutes - 34.5 MBThe headlines in the news this week are all about Turkey. On this week's Tape Talk we dive into the recent drama and explore why it seems to be impacting markets here in the US. Emerging Markets Dive The news of Turkey's war of words and tariffs with the United States set off a massive currency slide for the country. In the course of months, the Turkish Lira plummeted nearly 50%. An aggravator of the problem for the country is its foreign currency denominated debt. This debt, which is repa...
What's Happening In Real Estate? (With Kelly Karls)
August 04, 2018 09:13 - 38 minutes - 35 MBOn this week's episode of Tape Talk we check in with Lexington area's "Queen of Real Estate" Kelly Karls! We'll discuss some of the recent headlines impacting the housing market and whether investors should believe them. Headlines Before we get into this week's topic we take a look at some of the headlines making waves First, social stocks through a tantrum but Apple rallies to new highs. What does this recent action mean for the markets? Should index investors be concerned about the larg...
Tech Stocks Stumble
July 28, 2018 09:52 - 37 minutes - 34.3 MBOn this week's Tape Talk, Quint and Daniel examine the recent action in the stock market and the varied reactions to the earnings coming out of the technology sector. Alphabet (Google) Early in the week Alphabet, the parent company of Google, set the mood for the week on a very positive note. Showing solid growth on both the top and bottom lines, there was a lot for investors to love. The stock moved higher in the following day's trade and gave investors hope for the rest of the tech titan...
6 Steps to Financial Freedom
July 19, 2018 15:32 - 38 minutes - 35.3 MBOn this week's episode of Tape Talk, Quint talks through six important steps to take towards financial freedom. Listen in to find out how to get and stay on the road to your own financial well-being. 1. What's the Goal? Do you have a goal or objective for your finances? If not, what are you working towards? Without a written out goal, it's almost impossible to develop a plan. The goal of financial freedom is not just to have more. Rather, there should be something specific you're trying to...
5 Ways to Manage Risk
July 13, 2018 15:03 - 38 minutes - 35.6 MBOn this week's episode of Tape Talk we're talking about risk, specifically how to manage it! We'll explore five different approaches you can use in your investment life to help manage your risk. 1. Use Stops One of the key ways to provide some risk protection when investing is to have a plan which includes predetermined levels at which you would exit and reassess your investments. This technique is referred to as a "stop" level. Whether you utilize an order placed in the market or a mental...
June 2018 Market Update
June 30, 2018 17:15 - 36 minutes - 33.5 MBOn this week's episode of Tape Talk Quint takes a look at the recent action in the financial markets to examine what's going on under the hood. Is the recent end of quarter weakness an indication of what's in store for the remaining summer months? Are financial stocks broadcasting something about the overall market? With international stocks down is it time to increase exposure?
Navigating Medicare
June 23, 2018 16:58 - 38 minutes - 35.4 MBThe world of Medicare can be complex and overwhelming. On this week’s Tape Talk Quint takes a break from the norm and sits down with independent Medicare insurance professional Kim Milner to discuss the various Medicare options seniors have when they become eligible for benefits.
Bull Market Missteps
June 19, 2018 19:38 - 38 minutes - 35.2 MBOn this week's episode of Tape Talk we discuss some of the big mistakes investors can make in a bull market. After all, it's not just bear markets that cause people to lose money. Headlines In the news this week is the Federal Reserve who raised rates once again, to a range of 1.75-2.00%. The news release included a forecast for the Fed's consensus of two more rate hikes this year. However, the market doesn't believe the Fed here and sees only one rate hike left on the table before year's...
Is Social Security on Life Support?
June 09, 2018 09:25 - 38 minutes - 35.1 MBOn this week's episode of Tape Talk, we consider the recent headlines about Social Security. Is this program, that millions of Americans rely on, in jeopardy or is the news just static? Headlines Before we get into the meat and potatoes of this week's show we start off with some of the week's biggest headlines! Twitter (TWTR) is in the news this week after the stock extended its recent rally with the news that it would be replacing Monsanto in the S&P 500 Index. We look beyond the price a...
Summer Market Update
June 02, 2018 09:34 - 38 minutes - 35.6 MBOn this week's episode of Tape Talk, Quint and Daniel break down this week's happenings in financial markets. Is Italy set to weigh on Europe (and the world)? Are the new tariffs good for markets? Where is there opportunity lurking now? Trade Scuffle The White House was out his week with fresh news on tariffs. The new proposal targeted countries that would have been exempt in the prior round, with Europe and Canada being affected by the 25% steel and 10% aluminum price protection. Domestic...
Early Retirement Roadmap
May 26, 2018 16:13 - 38 minutes - 35.5 MBOn this week's episode of Tape Talk, Quint and Daniel breakdown some of the headwinds to early retirement as well as tips to navigate the journey strategically. Headlines Before we get into the meat and potatoes of this week's show topic it's time to take a look at some of the headlines moving the markets this week. The trade war with China seems to have come to a screeching halt, does this mean the trade war trades will start to reverse? The North Korea Summit gets canceled, the market b...
Listener Questions
May 19, 2018 16:10 - 38 minutes - 35.2 MBOn this week's episode of Tape Talk we go to the mailbag and discuss some of the questions we've been receiving lately from listeners, clients, and people out and about. We cover everything from retirement savings to annuities in this one! What's the Story On Tesla? Elon Musk is a charismatic, and often entertaining, entrepreneur who seems to never be far from the business headlines. Among the companies he spearheads is Tesla, the electric car manufacturer attempting to put the likes of Fo...