Invest Smarter
61 episodes - English - Latest episode: over 2 years ago -Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money. All content within the podcast is for informational purposes only and should not be relied upon for investment decision-making.
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Episodes
Professional Athletes and Their Finances with Amobi Okugo
November 22, 2021 08:00 - 28 minutes - 19.4 MBToday I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part of the team until he moved on in 2015. He then bounced around the MLS for a couple of years, before becoming a free agent and missing a whole year in 2018. He's now been back at it in Austin playing for their USL team, which is the second tier of professional soccer in th...
Professional Athletes and Their Finances with Amobi Okugo
November 22, 2021 08:00 - 28 minutes - 19.4 MBToday I have a special guest, Amobi Okugo. Amobi was drafted to the Philadelphia Union in 2010, which just happened to be the inaugural season for the Union. He spent 5 years in Philly and was a starter and an integral part of the team until he moved on in 2015. He then bounced around the MLS for a couple of years, before becoming a free agent and missing a whole year in 2018. He's now been back at it in Austin playing for their USL team, which is the second tier of professional soccer in th...
Buying a Business for Retirement Income with David Barnett
November 01, 2021 06:00 - 50 minutes - 34.7 MBOn today's show, I talk with David Barnett, who is an expert in buying and selling business. I wanted to come at the conversation from the angle of buying a business as an income generating asset in retirement. He had a lot of wisdom to share. We cover: How did David become an expert in buying and selling "main street" businesses? Should you buy or sell a business in retirement? Aligning your business venture to your interests Why buying a business and being "hands-off" is an unrealisti...
Is Inflation Suffocating your Cash? Here's how to Combat It.
October 25, 2021 07:00 - 28 minutes - 19.3 MBToday I talk about inflation. Specifically, I talk about where we stand today with inflation, reasons it may subside, and reasons it may continue. I then discuss why it is so damaging to our wallets and cover the specific ways we can combat inflation. Outline of the show Where do we stand with inflation? [1:25] How inflation hurts our wallets [11:45] How to combat inflation [15:00] Where do we stand with inflation? Inflation is currently running hot. The last official reading was 5.4% yea...
Why and How to Start a Roth IRA for your Child | Should You Wait for a Dip to Buy Stocks?
October 18, 2021 07:00 - 20 minutes - 13.9 MBToday we talk about Roth IRAs for your kids and why you shouldn't wait for a dip to invest. Outline of the Show Roth IRA for you kids [4:06] Don't wait for the dip [14:00] On today's show, we talk about why and how to open a Roth IRA for your child. Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. Now if you have kids, I want you to consider opening a Roth IRA for them. And let me tell you why. H...
Does Bitcoin Provide Portfolio Diversification? | Why are Rising Rates Bad for Tech Stocks?
October 11, 2021 07:00 - 19 minutes - 13.2 MBRising rates, in theory, are bad for tech stocks. Is that always true? I dive in with the help of a recent article from Ben Carlson. Next, I look into how adding a bit of bitcoin to your portfolio could mean you are investing like a Nobel Prize-winning economist. Finally, we answer a listener's question about retiring early before a feared financial disaster in the economy. Outline of This Episode [] Are rising rates bad for tech stocks? [] Can Bitcoin help you diversify your portfolio? [] ...
Investing in Megatrends - Industries that are Shaping Our Future
October 04, 2021 10:00 - 58 minutes - 40 MBMore Volatility Market volatility stayed elevated last week as interest rates made a move higher, a government shutdown loomed, and a major infrastructure deal hangs in the balance. Yet, the market is still less than 5% down from its all-time highs. Since we spent 220 plus days straight less than 5% from the highs, (S&P 500) it is natural that the first bout of volatility catches some of us off guard and causes us to make irrational decisions. Let's make sure that if this much volatility ge...
Will Evergrande Affect the United States? | What you need to Know from the New Tax Proposal
September 27, 2021 13:00 - 21 minutes - 14.8 MBWe finally had significant market volatility on Monday of last week (9/20/2021) as fears that a huge property developer in China, Evergrande, was going to default on its massive pile of debt and cause a 2008 style crisis all over again. Well, before we could blink, it was over and the market came right back. However, could that have been the crack in the Armor? Also, we discuss how earnings calls can predict the performance of a stock, and how recent earnings calls show that inflation is on...
Should I Roll Over my Old 401k to an IRA? (EP.45)
September 20, 2021 10:00 - 35 minutes - 24.4 MBDo you have any 401(k)s left behind with previous employers? Should you keep them? Research shows that you could be leaving a small fortune of money on the table if you do. We get into this today on the show. Also, we talk about a recent headline from CNBC about "stock growth coming to a peak," how Bitcoin gets lost and found, and why the obesity pandemic is such a mystery. Today's headlines Four reasons stocks may be approaching 'peak growth’ and what that may mean for investors A fathe...
Investing in Innovative Companies with Innovation Expert Dan Toma (EP.44)
September 13, 2021 10:00 - 52 minutes - 36.2 MBToday I talk about investing in companies that actually innovate with Dan Toma, an innovation expert who helps companies transform into innovative machines. But first, I talk about some staggering stats about how underprepared baby boomers are for retirement, and how legislative changes are coming to make saving for retirement easier and more flexible. Outline of this Episode [1:45] Baby Boomer's underprepared for retirement headline [5:25] Interview with Dan Toma Baby Boomer's are Unde...
Bitcoin is Moral and Fiat Money is Not - with Jimmy Song
August 30, 2021 14:00 - 54 minutes - 37.7 MBJimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the most interesting person I have talked to regarding Bitcoin and cryptocurrency. What you'll learn: What is a Bitcoin Maximalist What is Bitcoin Common arguments against Bitcoin and the Rebuttal Why Bitcoin is not like the Tulip Bubble Why Bitcoin is volatile Can...
Bitcoin is Moral and Fiat Money is Not - with Jimmy Song
August 30, 2021 14:00 - 54 minutes - 37.7 MBJimmy Song has written three books. His latest is called Thank God for Bitcoin, and he gets into why the current financial system is corrupt and why Bitcoin can fix it. And that is what we get into today. He is hands down the most interesting person I have talked to regarding Bitcoin and cryptocurrency. What you'll learn: What is a Bitcoin Maximalist What is Bitcoin Common arguments against Bitcoin and the Rebuttal Why Bitcoin is not like the Tulip Bubble Why Bitcoin is volatile Can...
The FIRE Movement - Take Control of your Future with Susana Selles (EP.42)
August 23, 2021 15:47 - 55 minutes - 37.9 MBToday I am joined by Susana Selles. She is engineering her way to Financial Independence Retire Early- FIRE. Susana is doing this by investing smarter, not harder, and has a unique perspective on asymmetric investments. She is a huge proponent of cryptos and blockchain, and she tells us about its potential. She is the host of her own excellent podcast called Say YES to FIRE: Financial Diaries of a Millennial.
What is Embedded and Decentralized Finance? How has Fintech Changed how we Bank and Invest? (EP.41)
August 16, 2021 14:48 - 48 minutes - 33.4 MBWhat's this episode about? My guest for this episode is Tristan Pelloux. He is passionate about all things fintech and is the founder of Fintechreview.net, a media website that has a mission to demystify the world of fintech. In today's show, we get into some topics you may have heard of before but aren't really sure what they mean. After listening to this episode, you still may be confused about exactly what embedded, and decentralized finance is, but I think you'll have a better idea. Be...
(EP.40) Keeping a Global Perspective with Award-Winning Money Manager, Jonathan Baird CFA
August 09, 2021 11:56 - 56 minutes - 39 MBKeeping a global perspective on markets is a must if you want to be the best investor you can possibly be. Today's guest, Jonathan Baird CFA, knows all about this. He was able to see trouble from COVID-19 coming early because his global research kept him astutely aware of all the action regarding the virus before it hit our shores in the USA.Jonathan is the author of the monthly report called the Global Investment Letter. After reading a few of these myself, I knew I was in for a treat. He ha...
(EP.39) The Power of the Solo 401(k) with Daniel Blue
July 19, 2021 13:43 - 41 minutes - 28.7 MBWith a solo 401(k), you have so much more flexibility when it comes to your retirement account. This week we have solo 401(k) expert Daniel Blue on the show to give the lay of the land. One of the biggest pain points with your traditional 401(k) is the incredibly limited menu of investment selection. With a solo 401(k), your investment universe is virtually unlimited, allowing you to make your retirement dollars work for you the way you want them to. A solo 401(k) can give you the flexibili...
(EP.38) Banking on Yourself with Mark Willis, CFP®
July 12, 2021 14:38 - 44 minutes - 30.6 MBMark Willis is a man on a mission to help you think differently about your money, your economy, and your future. He graduated with six figures of student loan debt and watched everybody lose their retirement savings and home equity in 2008. He knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. The Bank on Yourself™ that Mark employs has its critics, but from my research and conversations with others, I believe it can be a great stra...
(EP.1) Make the Markets Boring Again | The Low Vol Anomaly Explained (Youtube Video)
July 08, 2021 19:33 - 15 minutes - 10.5 MBThis is the first episode of our new midweek episodes, where we will be talking all about retirement planning and investing topics in a shorter format. All of these episodes will be best enjoyed on our YouTube channel, where graphics will accompany the audio. We hope you enjoy this new expansion of our Podcast/YouTube channel. In this 15 minute podcast, you will learn what it is, why it's so surprising, theories as to why it has occurred, and reasons it may continue. In short, the age-old ...
(EP.37) Democratizing Access to Human Financial Advice with Brian Thorp
July 06, 2021 11:22 - 37 minutes - 25.7 MBToday I talk with Brian Thorp, the founder of WealthTender. Wealthtender is an online service that can help individuals identify and discover financial resources that they might require- whether it's a financial advisor, financial coach, educational podcasts, and more. We talk about the critical role human financial advisors can play for individuals, we talk about how finding the right advisor doesn't mean they have to be down the street from you, and much more.He also turns the tables on me ...
(EP.36) Growth, Inflation, Modern Monetary Theory and more with Herb Morgan
June 21, 2021 14:03 - 49 minutes - 33.7 MBOn this week's show, we are back talking about investing and the markets. Our guest is Herb W. Morgan of Efficient Market Advisors. Herb is a sharp guy, and we get into several interesting and relevant topics. We dive into inflation, and the interesting market reaction to the latest Federal Reserve update to increase their inflation forecast. However, they still maintain that inflationary pressures are largely transitory. Herb believes the bifurcated market reaction, with value stocks all of...
(EP.35) Investing In Yourself with Million Dollar Collar Founder Rob Kessler
June 14, 2021 13:48 - 51 minutes - 35.7 MBInvesting smarter can mean a lot of things. In the case of serial entrepreneur Rob Kessler, it means investing in yourself. After starting a screen printing and embroidery business, one thing led to another and he learned early that the best investment was in himself. It makes sense because he has a good track record! He also appreciates the importance of diversification, which is important for many entrepreneurs. In this show, he shares his story, gives valuable advice for entrepreneurs, an...
(EP.34) How Abbie Leibowitz Started a Business to Simplify Health Insurance
June 07, 2021 12:07 - 49 minutes - 33.8 MBAbbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer of the health insurance behemoth Aetna. Abbie has an inspirational story to share, and we hope you enjoy it.
(EP.34) How Abbie Leibowitz Started a Business to Simplify Health Insurance
June 07, 2021 12:07 - 49 minutes - 33.8 MBAbbie Leibowitz pioneered an industry of heath advocacy when he co-founded Health Advocate. Listen to his story as he talks about his early career as a pediatrician and how he then found himself as the Chief Medical Officer of the health insurance behemoth Aetna. Abbie has an inspirational story to share, and we hope you enjoy it.
(EP.33) A Wealth Secret you Probably Haven't Heard of With Sean Adams
June 01, 2021 13:41 - 42 minutes - 29.6 MBSean Adams is the CEO of Leveraged Life Management. His goal is to help the wealthy change their relationship with their money and become their own banker. Rather than try and explain it here, listen to the episode, and let me know what you think by emailing at [email protected]. The concept he introduces was new to me and it is probably new to you, so I hope you find this interview interesting and valuable. Note: The information in this podcast is for educational purposes only and ...
(EP.32) The Do's and Don'ts of Asset Location
May 24, 2021 11:42 - 15 minutes - 10.7 MBAsset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account types. There are basically three account types: taxable, tax-deferred, and tax-exempt. We'll help you understand what belongs in what account and why. Enjoy the show, and keep Investing Smarter!Want to make sure your assets are properly located? Get a free retirement assess...
(EP.31) From Running Banks to Investing in them: Ted Peters
May 17, 2021 13:16 - 42 minutes - 29.3 MBToday we talk with Ted Peters. Who is Ted Peters? He started two successful banks from scratch. He ran Bryn Mawr Trust for 14 successful years. He has worked with Bed Bernanke and Janet Yellen. And now he runs a unique and exciting hedge fund with the top bank analyst in the country. This is his story. Go to the Invest Smarter Podcast page for full show notes. Email at [email protected] with questions for the show.
(EP.31) From Running Banks to Investing in them: Ted Peters
May 17, 2021 13:16 - 42 minutes - 29.3 MBToday we talk with Ted Peters. Who is Ted Peters? He started two successful banks from scratch. He ran Bryn Mawr Trust for 14 successful years. He has worked with Bed Bernanke and Janet Yellen. And now he runs a unique and exciting hedge fund with the top bank analyst in the country. This is his story. Go to the Invest Smarter Podcast page for full show notes. Email at [email protected] with questions for the show.
(EP. 30) Inherited IRAs: What are Your Options?
May 10, 2021 13:17 - 14 minutes - 9.74 MBIn this week's episode, we tackle inherited IRAs. We cover | Options for spousal inherited IRAs | Options for non-spousal inherited IRAs | Explain what the 10-year rule is | Explain the old Stretch Provision | Give ideas for tax-efficient distribution strategies | Give a couple of scenarios | Explain how distributions are taxed | Explain some special considerations and exemptions | Keep Investing Smarter!
(EP. 29) Should you Invest with the Market at Highs?
May 03, 2021 12:51 - 19 minutes - 13.4 MBWelcome to the Invest Smarter podcast. On this show, we aim to leave you a smarter investor by the end of every episode. We will simplify investing, provide actionable ideas, and discuss timeless investing wisdom. In this episode, we talk about whether or not you should invest when the market is at highs. Just thinking about whether or not to invest when the market is at highs means you are engaging in market timing, and we know throughout history that humans are simply not good at timing m...
(EP. 28) Risk of Retiring at a Market Peak & 40% Capital Gains Tax?
April 26, 2021 13:31 - 51 minutes - 35.3 MBIn this week's show we cover: Biden's proposed taxes Risk of retiring at a market peak Dogecoin and Reddit Investing in what you understand- Peter Lynch Passive investing shortcomings Bill Miller's Q1 market letter Housing boom! Stories Covered: Biden has pledged to tax the rich — but precisely how will he do that? Experts consider his options Study Shows Repealing Stepped-Up Basis Would Damage the Economy Retiring soon? Why the popular 4% withdrawal rule may be a ba...
(Ep. 27) Welcoming our first guest: Julian Krinsky
April 19, 2021 11:34 - 44 minutes - 30.7 MBWe are very excited to introduce our first guest to the podcast. Julian Krinsky is the founder of the Julian Krinsky School of tennis, Julian Krinsky Camps and Programs, and The Julian Krinsky Business School, and more. He left a comfortable life in South Africa to move to the USA in 1977 with just 1,200 dollars. He started giving tennis lessons on Dave Sr.s childhood backyard tennis court, and by 2019 he has reached 4,000 to 5,000 kids, half of whom were from overseas. Oh, did I mention h...
(EP. 26) The Fed Isn't Printing as Much Money as it Looks Like
April 12, 2021 12:58 - 53 minutes - 36.8 MBIn this week's show, we cover a whole range of topics from the Archegos family office blowout, Jamie Dimon's shareholder letter, China investing in Africa, the housing boom, value's mean reversion potential, and more.Please share our podcast! We are eager to grow and need your support. Thanks!Topics Covered: Archegos Jamie Dimon The Housing Boom Reasons to be Optimistic The Fed money printing accounting change Why people die with money in the bank Government debt vs cost S&P 500 leadershi...
(EP.25) Are Growth Stocks Dead?
April 05, 2021 19:28 - 7 minutes - 5.13 MBAre Growth Stocks Dead? Have you heard the saying, "if it's in the news, then it's in the stock?" If you have watched CNBC recently, you would constantly hear the narrative that value stocks are back and growth stocks are done. Meanwhile, value stocks are already up significantly from their lows, and growth stocks are already down significantly. While I am not suggesting that this dynamic won't continue, I am suggesting that generally speaking, by the time an idea becomes mainstream, it is...
(EP.25) Are Growth Stocks Dead?
April 05, 2021 19:28 - 7 minutes - 5.13 MBAre Growth Stocks Dead? Have you heard the saying, "if it's in the news, then it's in the stock?" If you have watched CNBC recently, you would constantly hear the narrative that value stocks are back and growth stocks are done. Meanwhile, value stocks are already up significantly from their lows, and growth stocks are already down significantly. While I am not suggesting that this dynamic won't continue, I am suggesting that generally speaking, by the time an idea becomes mainstream, it is...
(EP. 24) Are Target Date Fund's Your Friend? & The New ETF: Custom Indexing
March 29, 2021 12:01 - 48 minutes - 33.5 MBIn this week's episode, we explore a study that shows that target-date funds in your 401K can actually hurt your performance over time. We look into how custom indexing is making ground, and how it has advantages to ETFs from a cost and personalization standpoint. We talk about how stock correlations (how stocks move together) have been increasing dramatically over the last 30 years. Part of this is passive investing's fault.This lends more support to the idea of a new age of stock picking (o...
(Ep. 23) Cathie Wood's Capacity Problem, Bitcoin's Green Problem, and... the Metaverse?
March 22, 2021 16:03 - 53 minutes - 37.1 MBThis week's episode was a blast to record. We start off by covering a great piece from Morningstar about the challenges Cathie Wood and her Ark funds are likely to face now that her funds are enormous. We chat about the Fed and what Jerome Powell said to make markets happy. We discuss a great 2020 and 2021 outlook from legend Howard Marks from Oaktree Capital Management. We discuss some interesting Bitcoin facts, particularly as it relates to environmental concerns. We also look at how there...
(EP. 22) The Size of the Emerging Market Opportunity is Mind-Boggling
March 15, 2021 13:02 - 40 minutes - 27.5 MBIn this week's show, we go over the stimulus package that was just passed and what it means. Of particular interest is the guaranteed income over the course of the next year to families with children. Without a doubt, this is something that Democrats will wish to make permanent. We also talk about inflation, as it is on a lot of people's minds. We continue to err on the side of it not being a worst-case scenario. A lot of the inflationary pressures are transitory. We discuss how some parts of...
(EP. 22) The Size of the Emerging Market Opportunity is Mind-Boggling
March 15, 2021 13:02 - 40 minutes - 27.5 MBIn this week's show, we go over the stimulus package that was just passed and what it means. Of particular interest is the guaranteed income over the course of the next year to families with children. Without a doubt, this is something that Democrats will wish to make permanent. We also talk about inflation, as it is on a lot of people's minds. We continue to err on the side of it not being a worst-case scenario. A lot of the inflationary pressures are transitory. We discuss how some parts of...
(EP. 21) Staying Calm as ARK Funds Continue Sell-Off as Rotation Intensifies
March 06, 2021 14:56 - 18 minutes - 13 MBWhat a week! One of my favorite stocks, Digital Turbine (APPS), hit a 52 week high on Tuesday on great news and proceeded to drop 35% in the Span of 72 hours! This is a microcosm of what is happening across the board in stocks that have been the biggest winners. The media is labeling the stocks taking hits as non-profitable tech stocks, but from what I can see, it is anything that has been a big winner, profitable or not. If you are waking up with a feeling of confusion and uncertainty, take...
(EP. 21) Staying Calm as ARK Funds Continue Sell-Off as Rotation Intensifies
March 05, 2021 20:57 - 18 minutes - 25.8 MBWhat a week! One of my favorite stocks, Digital Turbine (APPS), hit a 52 week high on Tuesday on great news and proceeded to drop 35% in the Span of 72 hours! This is a microcosm of what is happening across the board in stocks that have been the biggest winners. The media is labeling the stocks taking hits as non-profitable tech stocks, but from what I can see, it is anything that has been a big winner, profitable or not. If you are waking up with mounting losses, take a listen to this podca...
(Ep. 20) With Rates Rattling the Market, will the High Flying Technology stocks hold up?
March 01, 2021 16:42 - 37 minutes - 25.7 MBIn this week's episode, we chat about how rates rising have rattled the market a little bit. We discuss the mechanics of why this happens and tie it to the big picture of inflation expectations. We wonder which sectors would benefit from more inflation and what will happen to the high-flying tech stocks. There has been a divergence even within technology stocks, and some may be more vulnerable than others. We also talk about the expectation gap that exists with individuals expecting large ...
(EP.19) Roku, Is inflation coming, and why Asset Allocation may need to Change
February 22, 2021 16:52 - 39 minutes - 27.3 MBIn this week's episode, we spend the bulk of our time talking about inflation. It has been one of the most frequent questions we have received recently. When you Google search, "Is inflation coming?", you seem to find that for every alarmist article citing inflation fueled market crash is imminent, there is another article suggesting that there is nothing to worry about. We break down some of the top reasons for both arguments to help our listeners understand some of the dynamics at play. Bi...
(EP. 18) Cathie Wood's Thoughts on Bubbles, & Google Trends Forecasting a Bubble?
February 16, 2021 20:03 - 19 minutes - 13.7 MBWe know, we keep bringing up bubbles and Cathie Wood. Why? Cause everyone keeps talking about bubbles and Cathie Wood! And over the last couple of weeks, Cathie even talked about why she thinks we aren't in a bubble. So Cathie + Bubble talk means we had to talk about it. Enjoy this week's episode!
(EP. 17) The Business of Being Bullish
February 08, 2021 17:23 - 34 minutes - 23.7 MBThe lowest 2021 S&P 500 large bank price target is 3800, which is essentially where we are. In 12 of the last 15 years, the consensus end of year S&P 500 price target has been overestimated. Being bullish is good for business and a safe choice for analysts when everyone is following the herd. We discuss this in our latest episode. We also take a look at the valuation of the market which is at levels hard to justify even in this low rate environment. We discuss Jeremy Grantham's piece from ea...
(EP.16) Gamestop and the Gamified Stock Market
January 29, 2021 19:14 - 22 minutes - 15.8 MBHey guys so every week or every other week (still deciding), I'm going to have another version, call it a subchannel, of the podcast where I spend 15-20 minutes talking about what's on my mind regarding the markets, what I'm watching, what's catching my eye, and so on where I just get it out of my system. I'm thinking of a name for the subchannel so if you have any thoughts, let me know. Hope you like it, please let me know what you think by emailing [email protected]. In the first ...
(EP. 15) Why it's Time to get a Financial Advisor
January 25, 2021 14:50 - 28 minutes - 19.3 MBIn this week's episode, we switch it up a bit. We talk about the value of financial advisors and why they can be such a valuable partner in your journey. Especially after 2020 when, ironically, investing felt so easy for a lot of people, now is a great time to consolidate some of your investing success and get a head start on your true financial future. Dave Sr. shares a personal story from the dot-com era that is all too relevant today. We hope you enjoy it!
(EP. 14) Investing in Space, the OLED Revolution, and Real Esate Crash?
January 19, 2021 14:40 - 40 minutes - 27.7 MBIn this episode, we talk about A new way to invest in space (coming soon) The state of the market The ongoing OLED revolution, and lessons learned from investing in it Why a housing crash is probably not in the cards in 2021 Articles Mentioned: Ark Space ETF Coming Soon Blue Origin to fly People on New Shepard by April Housing Bubble 2021 Mike Santoli Market Take Apple to use OLED in Ipads in 2022 Foldable OLED display Market to Grow 94 Million Units by 2025
(EP. 13) 2021 Outlook, the Coming Millenial Boom, and the Costco Experience
January 11, 2021 15:30 - 35 minutes - 24.6 MBIn this weeks episode, we talk about the following: Why you should not wait for the market to drop to buy stocks, 2020 Recap, 2021 Outlook, Why we love Costco, Value buying and avoiding value traps, stock market performance under Democratic leadership. Articles Discussed Three Reasons you should Not Wait for The Market to Crash Tom Lee says Stocks are Far From a Bubble
(EP. 12) Tesla, Investing in Innovation, Market Cycle Investing
January 04, 2021 17:56 - 49 minutes - 34 MBIn this week's show we talk about: Tesla Ark Funds and how they invest in innovation How innovation is bubbly Passive funds vs. active funds historically Economic Activity collapses, but not the stock market Market Cycle Investing How to get into the market if you missed out? How lowering your car payment by 50 bucks a month could get earn you 60K in 30 years Roth IRA conversion Articles Discussed: WSJ: Tesla Bulls Double Down ARK ETF family pulls in ~$1B in fund f...
(EP.11) IPO Euphoria, Passive Investing Dangers, and Gen Z Investing Trends
December 21, 2020 14:28 - 44 minutes - 30.6 MBIn this week's show, we discuss recent IPOs and IPOs in general. We talk about why and how IPOs are priced and how they can trade at such different prices on their first day of trading. We then move into a discussion revolving around the emerging risks of passive investing. Basically, the way market-cap-weighted indexes are constructed can create imbalances. For instance, Tesla is going to be the fifth largest weighting in the S&P 500! We wrap up talking about the very different way Gen Z th...