The STA Money Hour: Recent Episodes
STA Money Hour
The Money Hour for Wednesday, August 25, 2021. Luke Patterson takes a look at junk bonds and says you're not getting a lot of yield there. So maybe you'll want to think about a cash preservation strategy instead. If you are considering rebalancing your portfolio be aware of any tax consequences you may face. Also, we discuss Apple and how CEO Tim Cook has added value to the stock during his tenure.
The Money Hour for Wednesday, August 4, 2021. The market didn't seem to like today's weak numbers on jobs from ADP, but it didn't matter to tech stocks which did well. Michael Smith does a deep dive into the status of the Infrastructure Bill and where it stands. And the call for some sort of regulation on crypto is getting louder.
The Money Hour for Monday, August 2, 2021. Michael Smith talks about the Economy and Inflation, the Economy and The Fed, and the Economy and The Delta Variant. What does the rest of the year look like for the possibility of a rate hike? Also, Mike explains the back door trick. No, it's not a magic trick but it could work some magic in your portfolio down the road.
The Money Hour for Wednesday, June 2, 2021. Yields are hard to come by and won't keep up in an environment of rising inflation. Will we get to 1970's inflation levels? What elements will have to fall in line for a return to those levels? Max Gains takes issue with not only the rising cost of food, it's also the shrinkflation. Are we paying more for a smaller Oreo cookie? Luke Patterson also comments on the rising cost of the entitlement state.
The Money Hour for Monday, March 8, 2021. On today's program we discuss the pending stimulus package which is top-heavy with pork. What else is new? Luke Patterson says "stick to the plan" and don't give up on bonds. Investors have big expectations for the recovery and we're watching the data.
The Money Hour for Friday, March 5, 2021. Max Gains is joined by Kevin Lenox, Senior Portfolio Manager at STA Wealth Management. Topics today include the return of the "Bond Vigilantes", or at least the mention of them. The market has been rotating from the tech sector and Kevin shares his thoughts on how long this could last.
The Money Hour for Wednesday, February 24, 2021. Max Gains is joined by Kevin Lenox, Senior Portfolio Manager with STA Wealth Management. The discussion includes the effects of market rotation from deflation to reflation. Market rotation typically leads to higher market volatility. Kevin shares his thoughts on what the Fed might do if we see a new wave of inflationary pressures.
The Money Hour for Tuesday, February 23, 2021. Mike Smith welcomes Burl East back to the show. Burl East is the CEO of A-A-C-A, American Assets Capital Advisers, raising capital globally in real estate transactions. Topics today include what to expect in various real estate spaces following more than a year of COVID turmoil. Burl talks about consumers changing buying habits and what it means for commercial properties such as malls.
The Money Hour for Monday, February 22, 2021. Scott Bishop, MBA, CPA/PFS, CFP, takes us through some of the changes coming to the tax system and what it could mean for your investments and retirement plan. On the show Scott references the article he wrote along with Mike Churchill, MSPA, CPA, CFP, titled "2021 Income Tax Update Alert". You can also find that article and many others at www.stawealth.com
The Money Hour for Thursday, February 11, 2021. On today's show Max Gains speaks with Kevin Lenox, CFA, CFP, Senior Portfolio Manager at STA Wealth Management. Topics include business cycle investing, inflation and reflation, small cap zombie companies, and the energy sector, which is up 60% since late October.
The Money Hour for Wednesday, February 10, 2021. Mike Smith & Max Gains discuss the boring week we are seeing in market activity. Well, compared to the last couple of weeks with the GameStop furor. Max tells a cautionary tale that involves PickleBall and $100 shoes. Mike explains the "Network Effect", or the phenomenon of adding value to the base of something as users of that something increase.