Tape Talk | Investing, Business, Wealth, and Your Money artwork

Tape Talk | Investing, Business, Wealth, and Your Money

139 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 39 ratings

Take control of your money so you can take control of your life!

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Episodes

The Buffett Bounce

May 12, 2018 09:12 - 38 minutes - 35.3 MB

On this week's episode of Tape Talk we catch up with the latest moves across the market. Find out why Buffett made Apple pop, what's going on in oil, and whether Gold is losing its shine.  Buffett talks, Apple pops. Warren Buffett talked about Berkshire Hathaway's accumulation of additional shares in Apple (AAPL) during the first quarter prior to this week's annual shareholder meeting. The news and exuberance from the "Oracle of Omaha" sent the company's shares to new highs help drive the ...

A Day at the Races - Derby Prep with Mike Maloney

May 03, 2018 09:58 - 38 minutes - 35.5 MB

Ahead of the first Saturday in May, Quint takes a moment to sit with famous horse player Mike Maloney to discuss this year's Kentucky Derby. From interesting trivia, to historical facts, you don't want to miss out on this episode especially if you're thinking of laying down some green on the race. 

Bulletproof* Your Portfolio

April 28, 2018 13:39 - 38 minutes - 35.5 MB

*Nothing is totally bulletproof, because when it comes to investing there are zero guarantees! However, there are numerous ways you can help yourself succeed as an investor. This week we take a look at a few changes that just might make your plan more resilient than it is currently so you can succeed in reaching your goals What's Your Required Return? If you know what your savings goals are you should know the return it's going to take to get there. Your required return is that seemingly m...

Sectors Begging for Attention

April 21, 2018 09:57 - 38 minutes - 35 MB

Technology stocks have received a lot of investors' focus of the past few years. However, the tide may be shifting as rotation picks up and other sectors move into the spotlight. In fact, we may just see the excitement for FANG stocks be replaced by the BEG sectors. Banks Are Interesting Have you heard the news? Interest rates have been headed higher. What may be negative news for companies that borrow loads of money can be a boon to those that lend it. Banks face a potential tailwind as t...

Second Quarter Themes

April 07, 2018 09:18 - 38 minutes - 35.6 MB

On this week's episode of Tape Talk we take a look at the quarter ahead and what might be in store for the market. Will inflation finally tick up? Will technology stocks take a back seat as other sectors catch up? How is sector rotation showing itself now? Find out this and more as we explore second quarter themes. Stodgy Tech Stocks Technology stocks have been widely in the news over the past few years. It's difficult to read about the markets without seeing mention of Facebook, Amazon, A...

Market Bounce

April 01, 2018 18:27 - 38 minutes - 35.7 MB

Market Bounces Back After the major indices were put through the ringer last week to the tune of a 6% decline they experience a small bounce back this week to end the quarter nearly flat for the year. The trend over recent declines has been that any dip is an opportunity to buy rather than a sign of a change in short-term trend. We'll take a look at the psychology of the recent move and examine whether the market is singing the same old tune or if the music might change this time. South Ko...

Trade War! What is it good for?

March 24, 2018 09:09 - 38 minutes - 35.1 MB

Trump Tariffs, Round 2. We're kicking off this week's show examining the latest round of tariffs enacted this week by Washington. Unlike the previous steel and aluminum tariffs announced week's ago, these new sanctions are specifically targetted towards the United States's largest trading partner, China. The key focus of the Trump administration's move is targeting the wide deficit in trade between our two countries. However, the market has not responded favorably to the news of these new p...

Remembering Dr. Pearse Lyons (Interview from Nov 2015)

March 19, 2018 17:43 - 37 minutes - 34.5 MB

Interview from November 2015. In memory of Dr. Pearse Lyons, the Irish entrepreneur whose vision for improving global agriculture built a multibillion-dollar international business. In late 2015 I had the unique opportunity to sit down with Dr. Pearse Lyons and discuss all things business and life. To say that Dr. Lyons had a positive impact on the state of Kentucky would be a gross understatement and I feel honored to have had the opportunity to glean a bit of wisdom from this incredible e...

Interview with Mike Maloney

February 24, 2018 09:15 - 38 minutes - 35.4 MB

While most of us were sipping a cocktail preparing to watch the fastest two minutes in sports, Mike Maloney was holding a ticket, which in two minutes could be worth well over $200,000. The year was 2007 and Mike was gathered with close friends and relatives in a private room within Keeneland, 75 miles down the road from Churchill Downs. The bell rang, the gates swung open and Street Sense broke on the inside taking home the first leg of the famous Triple Crown at 9/2. You’ll have to read t...

Where To From Here?

February 18, 2018 13:17 - 19 minutes - 17.8 MB

After a few weeks of increased volatility and pullbacks across stock indices, a subtle calm has returned to the market. Stocks trended higher through the week with little fanfare. Is it time for investors to breath a sigh of relief from the recent market correction? Psychology and Your Portfolio Many of the market's movements can be attributed to the psychology of market participants. After a ten percent pullback in the markets, accompanied by soaring volatility, the recent week has been m...

What's Your Plan?

February 12, 2018 14:46 - 38 minutes - 55.8 MB

As volatility in the markets remains high this week it may be time to consider what your plan is for the turbulence. While this may depend on your life stage it will also depend on your temperament.  On this week's episode, we'll provide a look behind the scenes of how we're managing through the recent market pullback and ask some pointed questions that might help you develop your own plan as well. Danger On The Horizon? It's been over a year since we've seen volatility like this in the ma...

Pullback Action Plan

February 05, 2018 20:59 - 19 minutes - 24.8 MB

On this week's episode of Tape Talk, we talk all about pullbacks in the market. In every healthy market, investors see and live through healthy waves of rotation and correction before the next leg higher. With months of market gains behind us it begs the question of whether or not investors should be preparing themselves for volatility ahead. Understand Your Risk The first step in your pullback action plan should be understanding what you have at risk in your investments. Have you set asid...

5 Diversification Myths

January 27, 2018 08:49 - 38 minutes - 35.5 MB

On this week's Tape Talk we're talking all about diversification. While it can be an important component of any well-managed portfolio it is also often misunderstood. We'll break through some of that misunderstanding by reviewing five common misconceptions we've seen when it comes to the discussion of diversification of your investment accounts. But first, Headlines. We take a look back at the previous week and the government shutdown that wasn't. Over the week Washington scrambled to put ...

Shutdown Standoff

January 24, 2018 14:45 - 39 minutes - 35.8 MB

On this week's show, we examine the news surrounding the government shut down and what it means for investors as well as their portfolios. As both sides of the aisle in Congress continue to stare each other down investors may wonder what they should be doing here. We'll take a look at what we're doing as a firm and give you a peek under the hood of investment management.  Taking Gains What does it mean to take some gains in the market here? Find out why we're rotating out of some profitab...

Inflation Bubbles Up

January 16, 2018 18:53 - 38 minutes - 35.6 MB

On this week's episode of Tape Talk we explore the state of inflation in today's economy. After years of fairly low inflation, the Fed has started raising interest rates to try and mitigate the potential for too much inflation and to stay ahead of it in the future. We consider this week what inflation is, how the Fed's interest rate hikes might affect it, and how inflation affects an investor's financial plan. Inflation Explained Simply put, inflation is the increase in prices over a perio...

5 Themes for 2018

January 06, 2018 14:23 - 38 minutes - 35.2 MB

On this week's show we're taking a look at the five major themes that may take center stage in the markets through 2018, where might the opportunities be, and how do these themes affect your portfolio? 5 Themes for 2018 Rotation Continues Over 2017, Technology took the spotlight as the sector's rally allowed it to take on an ever-increasing role in the major indices. While this trend can continue for some time, all good things have their limits. The tech rally is no different. Investors s...

What's In The New Tax Bill?

December 23, 2017 14:32 - 39 minutes - 35.8 MB

There's been a lot of headlines and talk about the recent tax bill that Republicans managed to pass before Christmas. However, it can be difficult to dissect fact from fiction in many of these accounts. Some sources cite the middle class getting a great tax cut for Christmas. Other sources point towards the majority of Americans getting lumps of coal and a higher tax bill. We'll break down some of the noise and review the key changes of the plan to see how it might affect you.

What is Bitcoin?

December 16, 2017 14:06 - 44 minutes - 41 MB

On this week's episode of Tape Talk we're talking all things Bitcoin. What is a bitcoin? Why are people so excited about cryptocurrency? What implications does it have for the future? We'll dive into all this and more with special guest Shane Hadden. Shane Hadden is a lecturer at the University of Kentucky and the founder of GlobalCurrencyReport.com a fantastic resource for breaking down the world of cryptocurrency and staying up to date on recent developments. Quint and Daniel ask Shane to...

Is Retirement Dead?

November 18, 2017 11:02 - 38 minutes - 35.7 MB

On this week's episode of Tape Talk we consider the question "Is Retirement Dead?" With the changing landscape of retirement today due to saving shortfalls, diminishing pensions, and increased life expectancies, is retirement still the picturesque dream it used to be? Is Retirement Dead? The Washington Post recently ran an article painting a bleak picture of the state of retirement in America. One of the stunning facts from the article is the idea that many people are now putting off retir...

Risk-based Investing

November 13, 2017 14:17 - 38 minutes - 35.4 MB

On this episode of Tape Talk, we talk through the ins and outs of risk-based investing. Plus, the Kentucky pension reform bill has been released, is there anything unexpected in the details? The Kentucky Pension Bill There's been a lot of discussion in the news and on social media about the recently released bill to reform the Kentucky pension system and keep it solvent. We'll take a look at some of the key facts and what they mean to you. Are new teachers getting a raw deal with the new 9...

Listener Questions

November 04, 2017 05:41 - 38 minutes - 26.5 MB

On this episode of Tape Talk, we're going through some of the questions we get the most regarding finances, investments, and your retirement plan. Plus, the first ever Tape Talk Radio live streaming. The Market is so "high" right now, how could you suggest getting in? It's no secret the market has rallied significantly this year. It seems every week the news is filled with headlines about new market highs. If that's the case, is new money really "buying low, and selling high" here? That de...

Pensions, Market Rotation, and Crashes

October 28, 2017 06:35 - 38 minutes - 35.6 MB

On this episode of Tape Talk, we're talking the Kentucky Teachers' Retirement System pension changes, the rotation happening in the market, whether or not the next great crash is imminent, and why you might not want to ride the market's every up and down the same. KTRS Changes Are Coming Governor Matt Bevin released a bullet point proposal of changes to shore up Kentucky's struggling pension system. We take a look at the teachers' pension specifically and analyze some of the key changes th...

My new favorite author, who you’ve not heard of….yet!

October 20, 2017 12:46 - 37 minutes - 34.6 MB

Most would assume my passion is finance, stocks or maybe even money. In reality, I would classify what I love to do is discover greatness. As a child, I dug for buried treasure in the backyard, was infatuated with the Goonies and searched far and wide for unique baseball cards that I could parlay into vast riches. Well, vast riches for a 10-year-old. As I grew I learned that my detective work and passion for forensics was best suited for the investment world where I could dig in and find uni...

Pensions In Peril?

October 14, 2017 14:36 - 38 minutes - 35 MB

On this episode of Tape Talk we examine the state of pensions in today's world. Are they the solid and secure retirement tool they're made out to be or are they slowly going the way of the 8-track? A Brief History of Pensions When it comes to financial history, pensions are fairly young. The private pension system in the US began in 1875 when American Express was the first company to develop a pension for its retirees, 60 years before social security began. Far from a posh retirement, the ...

The Ins and Outs of IRAs

October 08, 2017 23:17 - 38 minutes - 35.7 MB

On this episode of Tape Talk we talk all things IRAs, what are these mysterious vehicles that allow you to live the retirement life of your dreams? A Quick Look Markets Here. Before we get into this week's topic we take a look at what's been going on in the markets. With the major stock indices at highs, what's happening beneath the surface? How is rotation playing out across sectors?  New Name, Same Great Firm. If you've been listening to the show the last few weeks then you've probably...

The Business of Horses - interview with Ercel Ellis

September 30, 2017 12:15 - 39 minutes - 35.8 MB

Ercel Elis has been a legend in the horse industry for the past 5 decades. He has forgotten more about racing than most folks know and spends his time now hosting the internationally listened to Horse Tales each Saturday morning. In this unique interview Quint discusses with Ercel his history in the business, where he got his start, some of his fondest memories and of course an in-depth look at the greatest horse to ever run. 

What's A Stock Index?

September 25, 2017 00:26 - 38 minutes - 35.6 MB

On this episode of Tape Talk, we talk about Index Investing. What exactly is an index and what are the pros and cons of investing in them? Defining an Index So you've decided to follow the recent trend towards index investing. But wait a minute...what exactly is an index anyhow?!? Before we dive into the details of indices we need to take some time to define exactly what an index is. First, it doesn't always represent all stocks in a market. Second, it doesn't represent all stocks equally....

Is the US in a Debt Debacle?

September 18, 2017 13:43 - 38 minutes - 35.6 MB

On this episode of Tape Talk we talk about the US Debt situation and the never-ending Debt Ceiling debates. Is it as bad as the headlines make it sound? What is the National Debt? Why Does it Exist? When a country spends more than it takes in its budget ends in a deficit. When this happens debt must be issued to make up the difference. While this sounds like a dire situation it's a fairly typical situation among many of the countries throughout the world. We'll consider if the national deb...

5 Top Investing Mistakes

September 04, 2017 17:34 - 38 minutes - 35.5 MB

On this episode of Tape Talk we take a look at five big mistakes investors are making in today's market environment.    Passive Indexing With the recent history of steady gains in the major equity indices, many investors have become a fan of investing in index funds. The upside to this is many investors are paying significantly less in fees than they ever have before. The downside is that many investors still don't know what they're invested in, how an index works, or whether or not they'...

Beneath the Market's Surface: Real estate, rotation, and the debt ceiling

August 28, 2017 16:37 - 38 minutes - 35.3 MB

Covered in this episode of Tape Talk Radio: Real Estate Market Update with Queen of Real Estate Kelly Karls August's new home sales data came in weak, showing an over 9% decline in July and falling to a low for the year. Are buyers' interests beginning to wane or is this simply a "blip" in the market? In contrast, existing home inventories continue to contract leaving little on the market for buyers and causing homes to sell at a quick thirty days on average.  To add to the picture, intere...

The Business of Fishing - Small Business Spotlight with Bradley Roy

August 21, 2017 18:26 - 43 minutes - 39.6 MB

On this edition of Small Business Spotlight, we talk to professional angler Bradley Roy from Lancaster, Kentucky about the Business of Fishing.

How to Allocate Your Investments

August 15, 2017 14:44 - 38 minutes - 35.7 MB

Covered in this episode of Tape Talk Radio: North Korea threatens aggression and the stock market blinks. After President Donald Trump threatens aggression for North Korea's bullying tactics the market quickly sunk. What should investors make of the news? Is it time to fear a new bear market?   How to allocate your investments in every life stage. Not everyone should be allocated the same way. Investment allocation is time dependent since most people will need to use their investments a...

Small Business Spotlight - Smiley Pete Publishing

August 05, 2017 23:14 - 38 minutes - 35.4 MB

For this edition of Small Business Spotlight we talk to Chris Eddie, co-founder of Smiley Pete Publishing. He shares the story of how two college buddies started a hyperlocal publishing company and began connecting local consumers and business. Find out what's next as they continue their evolution as a company by developing local events to even further highlight local businesses.  For more information on Smiley Pete visit: SmileyPete.com For more information on Crave Lexington visit: Crave...

Stock Market Rotation

July 29, 2017 00:51 - 38 minutes - 35.4 MB

Covered in this episode of Tape Talk Radio: Rotation is the name of the game across stock sectors. Caterpillar earnings breathe new life into the Trump trade. Facebook earnings and the tech-based economy. Risk versus investors' expectations. Your allocation and your temperament. What should investors really expect from the market?

Bears Take Summer Vacation

July 24, 2017 17:08 - 38 minutes - 35.2 MB

Covered in this episode of Tape Talk Radio: The stock market bears must be on vacation as markets march higher. The Senate health care bill is on life-support but stocks don't care. Guest trader, Frank Zorrilla (@ZorTrades), brings views from a trading desk. A deep dive into emerging markets with a look at Baidu. Plus, a sneak peek into Tatro Capital's upcoming brand change.

What's a Financial Plan?

July 08, 2017 01:33 - 38 minutes - 35.3 MB

Covered in this episode of Tape Talk Radio: What's a financial plan, how does it impact investing? Common reasons for putting off planning. What to expect from a financial plan. What makes planning unique.

Active and Passive Investing

July 01, 2017 15:39 - 38 minutes - 35 MB

Covered in this episode of Tape Talk Radio: This week's headlines: Senate health care bill, banks rally, tech fades. What is passive investing, how does it differ from active? Why has passive investing become popular? Can an investor be truly passive? How does planning affect your investments?

Listener Questions Show

June 24, 2017 18:54 - 38 minutes - 35.6 MB

On this episode of Tape Talk Radio we take some questions from our listeners: Fixed Income As you get older the experts tell you to move more and more into bonds. However with bond returns being so low and bond prices so high and the expectation that interest rates are going to be going higher where should that allocation of money be placed? Something like VCSH short term corporate bonds for example? In the past you have mentioned the Guggenheim "Bullet Shares" as a possibility for a port...

Tech Stocks Freeze

June 17, 2017 20:30 - 38 minutes - 35.5 MB

Covered in this episode of Tape Talk Radio: What happened during the Friday tech sell-off? What's rotation and what does it mean to your portfolio? The psychology of a trading plan. What investors at every stage should be considering here. Plus, an update on Mattel's dividend.

Guests

Rachel Smith
1 Episode