The Investor Professor Podcast: Recent Episodes

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The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.

Markets took one on the chin this week, so Ryan and Cameron zoom out to where we really are—and what to do next. We unpack the government shutdown overhang, corporate earnings as the season wraps, and why “sideways into year-end” might be a gift for disciplined investors. We also break down Elon Musk’s headline-grabbing $1T Tesla pay package—what milestones it actually requires—and how sentiment, AI infrastructure spending, and sector rotation are shaping risk right now.

From trimming winners and redeploying into overlooked defensive stocks to maintaining dry powder and using limit orders, we share practical, real-world strategies for navigating the next few months without going “all in” or “all out.” Plus: Cameron checks in from Kellogg—juggling grad school, airports, and opportunity cost—to put today’s headlines in context.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.

Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China’s 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don’t mistake activity for achievement—get your mind right, and let’s get to work.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

Is the AI boom turning into the next dot-com bubble, or are we witnessing a new era of market transformation? This episode breaks down the comparisons between today’s artificial intelligence surge and the tech mania of 1999, exploring how investor psychology, projection bias, and market concentration can distort perceptions of risk. From Nvidia and Broadcom to OpenAI’s massive Stargate data center in Abilene, the conversation dives into the infrastructure powering AI and what it means for long-term investors trying to separate hype from opportunity.

You’ll also learn practical strategies for managing portfolios in an overheated market—when to trim profits, how to diversify beyond tech, and why “picks and shovels” stocks may be smarter bets than speculation. The episode wraps with an exciting update: the firm behind the show is now registered with the SEC, meaning listeners can view its disclosed holdings on WhaleWisdom.com by searching Rydar Equities to see the companies it invests in. As always, get your mind right—and let’s get to work.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode, Ashley Marx returns to discuss the evolving real estate market, shifting from last year’s low inventory and bidding wars to today’s more balanced environment. We explore why higher interest rates don’t tell the full story, how seller concessions can save buyers thousands, and why relying on Zillow estimates can create false expectations. We also cover the rise of build-to-rent communities, the truth behind “buyer’s market” headlines, and how changing priorities are reshaping both residential and commercial real estate.

Beyond property, we dive into habits, productivity systems, and Ashley’s journey from entrepreneur to mentor. She shares how structured calendars protect family time, why crossing off tasks matters, and how she’s guiding others with proven playbooks. We wrap with her first steps in stock market investing, from choosing individual companies over ETFs to learning patience, when to sell, and how to build long-term wealth. Whether you’re a homebuyer, investor, or entrepreneur, this episode delivers practical strategies to align your money with your goals.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this week’s episode of The Investor Professor Podcast, we break down a pivotal shift in the markets: the Federal Reserve signaling that rate cuts could arrive in September. With Friday’s rally fresh in mind, we explore what falling rates might mean for stocks, housing, and investor sentiment. We also highlight earnings from Home Depot, Lowe’s, and Target, while looking ahead to Nvidia’s much-anticipated report.

We dig into the recent tech sector selloff, including Citron’s short call on Palantir and the insider sales that made headlines. Valuations are also front and center as we examine the Shiller P/E ratio, which is sitting near historic highs. To wrap things up, we revisit one of the most common questions investors ask us: how to trade around a position without making it an all-or-nothing game.

This episode is all about resetting expectations, recognizing risks, and thinking strategically about your portfolio in today’s market.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of The Investor Professor Podcast (Ep. 172), Ryan and Cameron dive deep into the latest market movers. They break down Palantir’s blockbuster earnings, Alex Karp’s bold comments to short sellers, and the stock’s meteoric 134% year-to-date rise. The conversation explores Palantir’s growing influence as a talent magnet in tech, its valuation risks, and the competitive landscape with Databricks. The hosts also analyze Figma’s roller-coaster IPO performance, the challenges of timing IPO investments, and why investor psychology plays such a crucial role in early trading dynamics.

The discussion expands to CoreWeave’s volatile lockup expiration, employee stock decisions, and how leverage often amplifies risk in frothy markets. Ryan and Cameron also preview upcoming earnings from Home Depot and Target—highlighting the consumer backdrop, Amazon’s aggressive expansion into grocery delivery, and what it means for retail. Wrapping up, they touch on Buffett’s new bets in UnitedHealth and DR Horton, Michael Burry’s surprising long positions (including Mercado Libre), and how Fed policy and Jackson Hole may shape the next market leg. It’s a timely mix of earnings, behavioral finance, and market insights that investors won’t want to miss.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

On Episode 171 of The Investor Professor Podcast, Cameron joins to break down the latest market action, including a jobs report that rattled investors, mid-earnings season highlights, and updates from the "Magnificent Seven" stocks. We discuss key sector performance trends, Fed policy, tariffs, and why volatility has dominated the summer. Plus, we cover strategies to navigate August and September—historically the weakest months for markets—while highlighting opportunities in tech, industrials, and select IPOs.

We also dive into earnings from Microsoft, Meta, Palantir, and ServiceNow, discuss the $10B Palantir Army contract, and analyze Figma’s explosive IPO. From rate cuts to tariffs, AI buildouts, and sector rotations, this episode is packed with timely insights for investors navigating choppy waters. As always, we emphasize staying focused, understanding market cycles, and finding value in times of uncertainty.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In Episode 170 of The Investor Professor Podcast, we break down the newly signed “One Big Beautiful Bill,” a sweeping piece of tax legislation that could significantly impact individuals, families, and business owners alike. From permanent 2017 tax cuts to expanded deductions for seniors, tip workers, charitable giving, and U.S.-assembled vehicle purchases, this episode walks you through the most important financial highlights—plus what they could mean for your personal tax planning going forward. We also explore the new “Trump Accounts” for newborns, the expiration of clean energy credits, and why having a smart tax strategy is just as important as picking the right investments.

The episode also recaps a busy week in earnings, with strong showings from Goldman Sachs, Morgan Stanley, and Netflix—though even solid results didn’t prevent some post-earnings stock dips. We dive into the seasonality of market performance, the rise in M&A and IPO activity, and why the upcoming Fed meeting could add a layer of volatility. Whether you're an investor, business owner, or parent, this is the episode to help you make smarter moves in a fast-evolving economic landscape.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In Episode 169 of The Investor Professor Podcast, Dr. Ryan Peckham and co-host Cameron take stock of the wild ride that was the first half of 2025. From a market nose-dive in April to a remarkable recovery and new all-time highs, the duo unpacks the key events that shaped investor sentiment, including political shakeups, tariff turbulence, anchoring bias, and the velocity of market swings. With the S&P 500 now up over 5% year-to-date, they examine how investor psychology and retail participation continue to drive volatility—and how disciplined strategies like dollar-cost averaging remain the antidote to reactive behavior.

The episode also touches on Amazon Prime Day, new IPO momentum (including Figma’s blockbuster numbers), the return of SPACs, and the looming impact of interest rates and political appointments on the back half of 2025. Beyond markets, Cameron shares personal updates—including his upcoming MBA journey—while Ryan reflects on goals, growth, and the importance of making the most of the year’s second half. Whether you're chasing gains or chasing purpose, this episode is a timely reminder: don’t mistake activity for achievement.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of The Investor Professor Podcast, Dr. Ryan Peckham welcomes back Ashley Marx for a candid and powerful conversation about the journey to financial independence through entrepreneurship. They open up about their personal paths, the fears and risks of leaving the security of a 9-to-5, and what it really takes to build a life on your own terms. From Ashley’s leap of faith into the mortgage world to redefining success and managing self-doubt, this episode is packed with wisdom, humor, and real-world advice for anyone ready to reclaim control of their time and income.

Whether you're dreaming about working for yourself or already navigating the rollercoaster of entrepreneurship, this conversation will remind you that the journey is worth it—even if it's scary. Because sometimes, the only way to find out you can fly is to jump.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of The Investor Professor Podcast, Dr. Ryan Peckham and Cameron dive into the headline-grabbing feud between Elon Musk and Donald Trump, complete with AI-generated tweets and rumors swirling around SpaceX contracts. They unpack the deeper implications of founder-led companies, how personal behavior from high-profile CEOs impacts stock prices, and what the market's recent “melt-up” tells us in the face of escalating tariff drama. The duo also reflects on Warren Buffett’s decision to step down, what it means for Berkshire Hathaway, and why his timeless investing principles still matter more than ever.

But it’s not all market chaos—Ryan and Cameron also get tactical, breaking down what young investors should do first to set themselves up for long-term financial success. From paying off high-interest debt to maximizing retirement accounts and understanding the power of long time horizons, this episode serves up real-world advice grounded in behavioral finance. They even highlight why AirPods alone make Apple a juggernaut and how companies evolve across decades. It’s a blend of market insights, personal finance fundamentals, and classic Investor Professor banter.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

On this episode of The Investor Professor Podcast, Dr. Ryan Peckham sits down with licensed mortgage broker Ashley Marx for a comprehensive and candid conversation about buying your first home or commercial property. Ashley, who helped Ryan purchase his first commercial building, breaks down the myths around down payments, closing costs, and how debt-to-income ratios really shape your buying power. They explore why many young buyers hit “analysis paralysis” by assuming they need 20% down and how alternative loan options—like down payment assistance programs—can open doors earlier than expected.

From tips on preparing your credit score to real stories from the 2008 housing crash, Ashley shares eye-opening insights for buyers at every stage. The two discuss how real estate trends are shifting, what people get wrong about mortgage approvals, and why now might be smarter than waiting for rates to drop. Whether you're thinking about your first home, rental property, or retirement planning, this episode lays out the essentials in an approachable, honest way.

Ashley Marx - E Mortgage Capital
949-603-2833
amarx@emortgagecapital.com

RealEstateTips #MortgageAdvice #FirstTimeHomeBuyer #InvestorProfessor #FinancialPlanning #RealEstateInvesting #CreditScore #DownPaymentHelp #BuyingAHome #PersonalFinance

This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

Fresh off the finish line, Dr. Ryan Peckham and Cameron return from the London Marathon with stories of triumph, pain, and everything in between. In this episode, they break down the highs and lows of race day—from the grueling “pain cave” of mile 20 to the electrifying energy of the London crowds. Whether it's your first marathon or a major life goal, they explore how meaningful it is to chase something difficult—and why the feeling of crossing the finish line is worth every ounce of discomfort.

This isn’t just a race recap—it’s a conversation about commitment, mindset, and how achieving something big can reset your momentum for the rest of the year. Ryan and Cameron share what surprised them most about the experience, what they learned along the way, and how the discipline of marathon training parallels investing, goal-setting, and life itself. As always, get your mind right—and maybe get inspired to take on your own marathon, whatever that looks like.

00:00 Introduction and Episode Overview
00:55 London Marathon Experience
01:23 Challenges and Triumphs of the Marathon
05:01 Crowd Support and Marathon Atmosphere
08:47 Post-Marathon Reflections and Future Goals
09:52 Marketing Genius and Brand Impact
13:50 Setting and Achieving Long-Term Goals
15:58 Acting on Momentum
16:15 The Importance of Setting Goals
16:41 Overcoming Negative Thoughts
17:37 Taking the Plunge
18:31 Cherishing the Experience
20:21 Lessons from the Marathon
27:07 Market Insights and Predictions
29:06 Final Thoughts and Encouragement
33:06 Disclaimer and Legal Information

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

With recession fears back in the headlines, this episode is all about how to recession-proof your portfolio—no panic, just smart preparation. We’ll break down leading and lagging economic indicators, explore how different asset classes behave during downturns, and show you how to use market volatility to your advantage, whether you’re just starting or nearing retirement.

Plus, we’ll cover which sectors to lean into, how to think about dividend stocks and defensive positioning, and why moments like this are prime opportunities to upgrade your portfolio. No episode next week—I'm headed to the London Marathon—but in the meantime, let’s get your game plan ready. Get your mind right, and let’s get to work.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult a professional regarding your individual circumstances. Past performance is no guarantee of future results.

In this action-packed episode, Dr. Ryan Peckham and Cameron break down an historic two-week stretch in the markets defined by Trump’s "Liberation Day" tariff announcement, ensuing market turmoil, and an emotional rebound. The S&P 500 just experienced its worst four-day drop since 2008, only to be followed by one of the strongest one-day rallies in decades. From investor psychology and margin calls to scalpel-style buying and finding dividend-paying stalwarts like Waste Management, Meta, and Valero—this episode is a masterclass in staying rational when the market isn't.

The team digs deep into strategy during uncertain times—balancing patience with opportunity, trimming and buying when it hurts, and re-evaluating old price targets amid fast-moving political risk. From oil stocks to Nike, from Buffett quotes to the Restoration Hardware earnings call debacle, this episode is about managing fear, recognizing value, and playing the long game when volatility reigns.

**This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of the Investor Professor Podcast, Dr. Ryan Peckham and co-host Cameron break down the volatile first quarter of 2025, noting declines across major indexes like the NASDAQ, S&P 500, and Dow Jones. They discuss the market’s reaction to new tariffs on foreign automobile components and how these policy changes may impact manufacturing, consumer sentiment, and, ultimately, earnings. The duo explores whether the current 10% market drop is a normal correction or the start of a deeper recession, analyzing early indicators from companies like American Airlines and DoorDash. Consumer behavior, rising debt, and the oddity of installment plans for fast food all serve as signals of economic uncertainty and shifting priorities.

Despite the negativity, the hosts offer cautious optimism by identifying potential buying opportunities for long-term investors. They highlight stocks like Nvidia and Amazon, which have seen significant pullbacks, suggesting that disciplined investing during downturns can yield long-term benefits. The conversation also touches on the return of IPOs, notably CoreWeave, and the importance of sticking to a consistent investing strategy amid market noise. Peckham and Cameron emphasize the power of habits, delayed gratification, and staying focused on fundamentals, such as reinvesting dividends and balancing risk with a barbell strategy. They close with thoughts on market psychology, the rise of zero-day options, and maintaining perspective through discipline, all while getting ready for their upcoming marathon in London.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

The market is in flux, and uncertainty is at an all-time high—political shifts, tariffs, and the potential for 24-hour trading are all shaking up investor sentiment. Dr. Ryan Peckham and Cameron break down what’s happening, why emotions drive market moves, and how investor behavior evolves across generations. With the NASDAQ in correction territory and the Magnificent Seven stocks feeling the pressure, is now the time to buy, hold, or sit tight?

We also dive into the hidden costs of trading, the impact of tariffs on major companies, and why understanding your portfolio’s exposure is more critical than ever. Plus, a surprising strategy that could help long-term investors stay ahead, even in a turbulent market.

Get your mind right—let’s get to work!

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

In this episode of The Investor Professor Podcast, we break down February’s unpredictable market movements, highlighting the NASDAQ’s decline, the S&P 500’s struggles, and the Dow’s relative strength. We explore key factors driving volatility, including earnings reports, political uncertainty, and shifting investor sentiment. Dr. Peckham also introduces the Relative Strength Index (RSI) as a valuable tool for assessing stock momentum and making informed trading decisions.

To help investors manage risk, he discusses strategies like diversification, dollar-cost averaging, and reallocating funds to defensive assets such as dividend-paying stocks and fixed-income investments. He examines the market’s shift away from high-risk momentum stocks like Nvidia toward more stable options like AT&T, emphasizing the importance of maintaining a long-term perspective. Whether you're adjusting your portfolio or looking for ways to navigate uncertain conditions, this episode offers practical insights for staying ahead in a choppy market.

Disclaimer: This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. Past performance is no guarantee of future results.

🎙 Investor Professor Podcast - Episode 159 🎙

In this week's episode, Dr. Ryan Peckham and Cameron dive into another volatile week in the markets, breaking down earnings reports from Palantir, Amazon, and Google. They discuss how political moves—especially Trump’s tariff announcements—are rattling investors and shaping market trends.

They also touch on the long-term investment mindset, including whether young investors should prioritize buying a home or building a portfolio. Plus, a fun take on Super Bowl bets and the growing gambling trend among younger generations.

Get your mind right, and let’s get to work! 🚀

Investing #StockMarket #Palantir #Amazon #Google #Tariffs #AI #InvestorMindset #SuperBowl #InvestorProfessorPodcast

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

🎙 Investor Professor Podcast - Episode 158 🎙

In this week's episode, Dr. Ryan Peckham and Cameron break down a wild week in the markets, starting with DeepSeek's shocking impact that sent the Nasdaq tumbling 1,100 points on Monday—the worst drop since COVID. They discuss the Federal Reserve's meeting, Trump's tariff announcements, and key company earnings, including Meta, Microsoft, Apple, and Tesla.

They also dive into self-sabotaging habits that hinder success, emphasizing how mindset, entitlement, and discipline play a role in achieving long-term goals. Plus, an update on their marathon training as they gear up for London!

Get your mind right, and let's get to work! 🚀

Investing #StockMarket #DeepSeek #AI #Meta #Microsoft #Apple #Tesla #Entrepreneurship #Mindset #InvestorProfessorPodcast

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

We're in for a big week with earnings reports and the Federal Reserve meeting. Many big names will report this week, including AAPL, META, TSLA, and NOW. With the market having two good years back to back, you must start to think about the valuations of the companies you're investing in.

Today, we illustrate this with $AAPL and discuss its P/E ratio. The P/E ratio stands for Price/ Earnings and helps us begin our valuation process. We step through this example through the episode.

Remember, you also have until April 15th to make your IRA contributions for 2024. Although this deadline is a couple of months away, getting ahead of it is always a good idea.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

January 10th was National Quitter's Day! Wait... Huh? This is when most Americans will give up on their New Year's resolutions and goals for the year! We can't even make it 10 days. We are not here at The Investor Professor; we are just getting started in 2025.

We also discuss this sloshy January the market is having and what to do when the market is trading sideways. How is your investment thesis in the companies you're invested in? Would you invest more if they dropped? Now is a great time to review your investments and ask these questions. 2025 is just starting, and you must assemble your list of companies you're interested in investing in. $PLTR and $RCAT are discussed in this episode.

*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.

Let's talk about 2024! The markets were again on fire in 2024!. Cameron and I discuss the events of 2024 and look ahead to 2025. Predictions are not our style but themes we can do. What are some themes that we need to be on the lookout for in the coming year? TRUMP 2.0, AI, and inflation will be front and center.

We also discuss our goals and how we can be more prepared and productive heading into 2025. As always, a new year brings new challenges and opportunities. We want to close out 2024 with gratitude and thanks for all the twists and turns it provided, and of course, thank you, our listeners, for your support the entire year!

Cameron joins me again this week as we discuss all the happenings since our last episode together in September. It's incredible how fast time goes. We discuss the market, the election, and our plans for next year. We also discuss the Guy Spier interview and how it all transpired.

This is a special episode for us this week as I sit down with famed value investor Guy Spier. I first learned about Guy from his book The Education of a Value Investor. (It's an excellent book if you haven't read it before.) After reading this book, Guy became a mentor of mine, albeit he wasn't aware of it, and I had never met him before. However, many mentors can come to us from books and other sources without us ever passing next to them.

Fortunately for me, I did get to meet Guy in person and thank him for being such a good steward to the finance community. Guy is well known for winning a charity lunch with Warren Buffett that changed the trajectory of his life. In the same spirit, he now hosts his own charity lunch that I was lucky enough to win.

This is a full-circle moment for me as I remember reading his book and dreaming of what could be ten years ago. Ten years later, I'm sitting across from one of my mentors, asking questions and conversing about life, finance, and everything in between. I hope you enjoy listening in on our conversation.

Donald Trump is now President-elect for a second time and the first United States president to serve non-consecutive terms since Grover Cleveland. The stock market has reacted incredibly favorably to this news. So happy was the market that we had our largest post-election rally in history!

As we enter what is historically the best time of the year for stocks, we look around, and everything is quite rosy. There is optimism all around and an expectation that government policy will be different for the next four years. We don't disagree that things will, in fact, be different, but everything has a price, and how much will get priced in before Trump takes office? That is the million-dollar question we are asking ourselves.

As Buffett says, be fearful when others are greedy and greedy when others are fearful. This is not to say that we are not excited about the market having such great years back to back but to remind ourselves that we have to remain disciplined when evaluating prices and valuations. If you don't trim at the top, you'll have nothing to invest when the market turns the other way.

Episode 151 brings us the October spookies with Halloween upon us. We discuss the presidential election and the fear surrounding the outcome. How will the market react? How should you react?

We remind listeners of the cognitive bias called "Loss Aversion," which says we perceive losses as more psychologically damaging than gains of the same size. By a factor of 2 to 1, in fact. Remember this when you see all the political ads trying to keep you glued by informing you of all the horrible things the "other" candidate will do.

Our investment thesis for Rivian "$RIVN" is also discussed. Listen, research, and then decide if it could be an investment you'd be interested in.

Not only is it our 150th episode, but it's also the second anniversary of the latest bull market. The latest stock market low happened on October 22nd, 2022! We discuss how long the average Bull market lasts and by what percentage the market typically rises.

We also discuss takeaways from 150 episodes of our little podcast and what I have learned. If you have something you've been wanting to try in your life, take the plunge.

In this episode, we explore the stock market's performance through the third quarter. Here's a hint: It's done very well! The S&P just had its best performance through the third quarter since 1997!!!

Malcolm Gladwell just released his new book, Revenge of the Tipping Point. We discuss some of its themes and also look back at the original, published in 2000. In the original book "Tipping Point," Gladwell explored how tipping points happen, and we relate that to our personal lives. How much work do you need to put into yourself mentally, physically, and financially to get to where you want to be? It can be a grind, but we all must endure, and our older version of ourselves will be very thankful.

AI is already impacting us as we prepare for our Guy Spier interview next month. This week's update will share how we can use it on our podcast.

The Federal Reserve finally blinked and lowered interest rates by .50 basis points. As I said in the last podcast, it would only take three days for me to be wrong, as I thought they would lower them by .25.

Cameron and I sit down in this episode and discuss why we think the Fed lowered by 50, the timing, the decision, and the repercussions that could be on the horizon for the market. We also discuss the Fed's dual mandate and why so much technology is rolling out without being complete... The download is coming soon, as they call it.

The past two weeks have been quite dramatic in the stock market. Two weeks ago, the Nasdaq fell 5.8% and then gained 6% over the past week. The S&P & Dow also had their episodes of whiplash over the same period.

Election cycles are complex for everyone's emotions, especially the stock market. In this episode, we discuss how you can use these swings to improve the cost basis of your shares if you're feeling like you bought some too high. $PLTR and $DELL will join the S&P 500 Index on Sept. 23rd, and we discuss the criteria required for inclusion.

Sports gambling is a BIG business that continues to grow. In particular, young men continue to gamble in higher numbers and more often. Access to gambling sites from our phones makes it too easy to participate. How could this impact savings in the future? What is the difference in your portfolio if you start saving at 25 vs 35? We take a look at a classic example during this episode.

Happy Labor Day weekend! What a great time to sit down and reassess where you are with your goals heading into the end of the year. So many will coast into the end of the year and say I'll worry about that in 2025, but there is still 1/3 of the year to go. Don't be like the others when you can get ahead by keeping your foot on the accelerator.

This episode also discusses the upcoming jobs report and how it could impact the Fed's rate drop decision and $NVDA. $NVDA reported earnings on Thursday so we break down their quarter, their valuation, and if right now might be an appropriate time to add them to your portfolio.

In today's episode, Cameron and I break down the fed's Jackson Hole symposium, where Jerome Powell signals to the world that they are ready to start cutting interest rates.

The day has finally come for interest rate drops, and we discuss how this can impact your portfolio and what changes you should make, if any. Also in the news is Starbucks $SBUX hiring a new CEO and leaving Chipotle $CMG looking for a new one.

We also discuss Howard Mark's Memo. Howard Marks is the co-founder of Oak Tree Capital out of Chicago and does an incredible job of explaining complex market concepts with ease. The memo we discuss can be found here:

Howard Marks Memo

Bad days are not fun for any of us, especially bad days in the stock market. But what if we could use bad days to our advantage to improve our portfolios or positions within our portfolio? August 5th was such a day. T

The Japanese carry trade imploded and caused Japan's stock market to have its worst day since 1987 (down 12.5%), which cascaded over the oceans, causing the US market to have a horrible open. Most importantly, the market didn't close lower than it opened, and if you were a buyer on this bad morning, you are happy you were brave. I'm saying this to you as much as I'm saying it to me: we all need to be reminded that most of the market's good days happen within two weeks of the worst.

Knowing this is not enough; you must have some cash on the sidelines to take advantage of market volatility. Strategies for raising cash are imperative to your portfolio's success, and we discuss them in this week's episode. I also discuss how I am starting to use AI to help with stock research.

In this week's episode, Cameron and I break down a tremendous amount of economic data that surfaced last week. Not only did we have earnings from $MSFT, $AMZN, $META, $AAPL, $MELI, and others, but there was also a Fed meeting as well as job numbers.

The Fed held interest rates steady but signaled for a September cut. The market initially rallied on this news, but that was quickly taken away once the jobs numbers came out. Unemployment has crept up to 4.3%. It used to be that bad economic news was good for the stock market as it signaled the Fed would cut rates, but now that appears to be changing. The market is starting to believe the Fed has waited too long to cut rates just like they waited too long to raise them.

What is an investor to do? Tune in to find out.

The Mega-Cap Stocks (Think $NVDA, $AAPL, $MSFT, $AMZN) have taken a bit of a breather in the last two weeks. Some of them are even having a healthy pullback. Investment funds have been flowing into Small-Cap Stocks, but will this continue?

What are small, mid, large, and mega caps, anyway? In this episode, we also discuss capitalization.

Earnings are incredibly busy this week. $MSFT, $AMZN, $META, $AAPL, $MELI, $MCD, and $SUBX all report this week, along with many others within the S&P 500. If that wasn't enough, the Federal Reserve will also discuss interest rates on Wednesday.

Finance at 26 can be complicated! That's why we have Cameron to help us discuss the challenges and solutions for young people to succeed in this tricky financial environment. We discuss investing, saving for a house, and buying your first new car!

We also recorded this in person together, a first on the podcast. We hope you like it. The CPI numbers came in lower than expected, so we detail what parts of the market should be impacted.

The first half of 2024 is in the books! How did the market do? All three major indexes are up for the year with quite a strong showing. We discuss the year's themes so far and how to adjust your financial goals.

This is an excellent time to reflect on your goals for the year, specifically your financial goals. What has done well? What needs to be adjusted? Years rarely go as we plan, but small adjustments along the way can have a significant impact. Remember, it's the boring and mundane that few see that makes the largest impact long term.

We also discuss a recent study that shows the difference in investing styles between younger and older wealthy investors. Hint: Crypto and alternative assets are key points.

Financial advisors are constantly asked, "Where should I be financially" at this age? It should be evident that this question is incredibly subjective. However, the people of Forbes this week came out with numbers for where average 401k's are based on generation. We will discuss some surprises in these numbers. Also, if you're listening to this podcast, we want you to be WAY above average.

This week's episode also includes Elon's pay package, the Federal Reserve meeting, Inside Out, and the importance of goal stacking!

Starting tomorrow (6/10/2024), $NVDA will begin trading on an after-split basis. Since our last episode $NVDA is up almost 200 dollars!! Can you still invest after the split? What should your strategy be? Tune In. We also discuss Roaring Kitty's first live stream in three years and how $GME performed during his show.

The main topic today is progress over perfection. Too often, we do not make a decision because we are waiting for the perfect moment, waiting for everything to be "just" right before we take the first step. Whether it involves our health and working out, starting a business, changing jobs, or starting an investment portfolio, we impede our progress before it even begins.

We are six months into the year, and it's time to self-reflect and assess our progress toward the goals we set for the year. We want to ensure that we don't limit our progress by striving for perfection.

This week, Nvidia $NVDA did it again: It posted astounding earnings, with revenue growing 262% above the same quarter last year. They were able to beat even the highest of analyst expectations. They also pleased the market by offering a 10 for 1 stock split that will happen on June 7th.

$NVDA started and continues to lead the AI charge from the front of the pack. In this episode, we discuss $NVDA, but more than that, we discuss their impact on other companies. Who are the different companies that will profit from this new industrial revolution? Who is helping Nvidia to make all this happen? How can these companies impact your portfolio? Tune in!

There is much to get to this week. The Dow hit 40,000, and the S&P 500 cleared 5,300. My oh my, how far we have come since 2022. But wait? How does the market keep going up with so much negative information? How do we keep climbing the wall of worry? Let's discuss

Is Rawring Kitty back? He tweeted for the first time in three years this week as Gamestop $GME and $AMC shot back to life for a little bit. Is this a one-time phenomenon or the beginning of another retail vs. hedge fund movement?

In this week's episode, we discuss the 2024 Berkshire Hathaway annual meeting in Omaha. This year was a bit different as Warren Buffett's long-time partner, Charlie Munger, was absent. Charlie passed away at the end of 2023.

As always, the BRK meeting celebrates value investing for investors worldwide. This year, I attended #ValueX for the first time, which was a fantastic experience. #ValueX is organized by Guy Spier, who runs the Aquamarine hedge fund. They streamed the event for the first time this year, which you can see below.

We also highlight the difference between dividends and buybacks as $AAPL announced its new 110 Billion dollar share buyback program. They have already repurchased 658 Billion in stock over the past 10 years.

ValueX 2024

Buffett on Charlie

One week, we are talking about how well the market did in the 1st quarter, and a couple of weeks later, weakness has entered the market. How quickly the tides can shift. Geopolitical issues and interest rates again spooked the markets this week.

Pullbacks are normal throughout an investing year and shouldn't cause too much concern with your overall portfolio strategy. You can, however, use these pullbacks to start new positions or put funds back to work if you trimmed while the markets were higher.

According to the S&P oscillator, the market is currently oversold. It's important to remember that most of the market's best days occur within two weeks of the worst days.

This past week, I closed on my first commercial real estate property. I thought it could be helpful to discuss how this came about, how the deal was structured, and why I thought it would be a good investment.

Commercial real estate is not where I primarily invest, so even though it was new, I didn't want it to deter me from a great opportunity. Like everyone else, my rate was higher than I wanted, and the deal didn't look perfect, but over the long term, I believe it will still work in my favor.

Unfortunately, we also discuss inflation, interest rates, and the Federal Reserve. I'm as tired of talking about this as I am sure you're tired of listening to it. Just like the real estate deal I discuss, interest rates can be a part of your decision but they shouldn't be the only thing you consider. The same goes for investing in stocks.

The end of the Q1 is in the books. What a quarter it was, with the S&P 500 finishing up 10%. The last time the market finished up 10% in the first quarter was in 2019. There is chatter that the market has moved too far, too fast, and it's due for a pullback. Perhaps this is true, but history says that momentum can be a strong signal that pushes the market higher.

As we have discussed, many investors sold out during 2022 and have not invested their money back into the market. It doesn't take much for FOMO (Fear of Missing Out) to take hold and pull investors back in.

This week, we look at some of the main themes powering the market higher in 2024 and what we can expect moving forward. It should come as no surprise that the biggest story of 2024 so far is AI. The expectations and implementation of AI will both be major themes for the rest of 2024.

Boring stocks! While they don't get press like the magnificent 7, they can and often play a pivotal role within your portfolio. This week, we focus on some boring stocks that have outperformed the market over the past three and five years, with many also increasing their dividends at an impressive rate.

$WM, $RSG, $AZO, $UNP, $TSCO, $CARR, $OTIS, $PGR, and $NUE are some of the stocks covered.

We also discuss this coming week's Fed decision on Wednesday and Nvidia's GTC conference.

This past week we had news from Wendys ($WEN), Apple ($AAPL), and Kroger ($KR). Wendy's gets push back for dynamic pricing, Apple cancels plans for a car, and the FTC blocks Kroger's merger with Albertsons.

We also discuss signs to look for when it comes to trimming stocks within your portfolio that have had a big gain. Has the thesis changed? Has the gain overweighted your portfolio? Did they report poor or bad guidance? All on this week's show.

NVDA powered the markets higher this past week as their AI boom was supported with STRONG quarterly numbers! Their chips are doing well, and their data centers are growing at over 400%. It's impressive to watch... this doesn't happen very often.

Warren Buffett's letter to shareholders came out yesterday, and we discuss the little morsels of insight that have historically been woven throughout.

Finally, we have been doing this little podcast for a while now, and we have seen a full market circle together from peak to trough and back to peak again. This is quite the accomplishment for every new investor and you should be proud of yourself. We take a look back in this week's episode.

The S&P 500 hit 5,000 for the first time this week! The American economy has been a growth and compound machine unlike any the world has ever seen. Seriously, at the bottom of the financial crisis in 2008, the S&P 500 was at 735!

Another important topic we discuss is the rules surrounding Traditional and Roth IRAs. You have until April 15th to finish your 2023 contributions. So, if you've been thinking about starting one of these, you can contribute for 2023, allowing yourself a whole year to make your 2024 contribution.

Contribution Limits:

The maximum total annual contribution for all your IRAs combined is Tax Year 2023 - $6,500 if you're under age 50 / $7,500 if you're age 50 or older. Tax Year 2024 - $7,000 if you're under age 50 / $8,000 if you're age 50 or older.

Robert A. Caro has written 6 books and won 2 Pulitzer prizes. The quality of his work is second to none. The dedication and determination to complete these books is nothing short of amazing. He's not done yet; at 88, he is still working to complete the 5th and final volume of his Lyndon B. Johnson series.

In this episode, we discuss his coverage of Robert Moses of New York and President LBJ. Not being literary experts here at Investor Professor, we highlight a person (Robert A. Caro) as someone we admire for being dedicated to their craft. It's admirable and hard to find those who have so dedicated themselves to a single purpose that you should take the time to acknowledge it when you find one.

Robert Caro's books are about gaining and using power, but his writing has also provided a masterclass in determination, grit, and the personal sacrifice it takes to be excellent.

Turn Every Page Documentary

Robert Caro Books

Liverpool Cathedral

What a week! Earnings galore from $AAPL, $META, $MSFT, $AMZN, and $GOOGL. A Federal Reserve meeting was also mixed in. The story of the week had to be $META adding 20% to its market cap on Friday, which is the largest single-day gain ever at 197 billion dollars!

More than earnings, we discuss what makes a great business. What numbers should we look at? What questions about a business should we ask? What actions do we take when we find a great business to invest in? Hint: LEAN IN.

Earnings session rolls on! We discuss the big earnings of the past week, including $TSLA, $AXP, and $MMM, and we discuss all the big earnings coming out this week. $AMZN, $AAPL, $MSFT, $GOOGL and other all report this coming week.

How do we determine when to invest in a stock? What's a way to find ENTRY POINTS? We use $MSFT in this week's episode to discuss this very thing. As always, we want a consistent method and disciplined approach, just like we used when the market was down. You could argue it is more critical when the market is high.

After a bumpy start to 2024, the market appears to be back on track. The S&P 500 hit a new all-time high this week, leaving the Nasdaq as the only major index left trying to surpass its high from 2021.

It's been a long road back, but hopefully, our listeners invested and have enjoyed the return from the bear market. Driving the market back, especially this past week has been A.I and the future that it holds. Semiconductor stocks went crazy this week after Taiwan Semiconductors' $TSM earnings release.

We discuss $TSM, $AMD, $NVDA, $SOXX, $QQQ, $MELI, and other companies within this episode. We also discuss chasing the market and ensuring we keep our cool as the market returns to all-time highs.

The first episode of 2024! In this episode, we look at themes on the horizon for 2024. These include federal reserve rate cutes, AI, weight loss, and the 2024 presidential election.

We also discuss strategies for paying off credit card debt. Our number 1 episode of 2023 was about managing financial stress, so we will continue to discuss personal finance strategies to help you get on the right financial footing. Having your personal debt in check is paramount for being able to build a solid investment portfolio.

Let's talk about 2023! The markets were on fire in 2023, and not many expected it. We discuss events of 2023 and look ahead to 2024. Predictions are not our style but themes we can do. What are some themes that we need to be on the lookout for in the coming year? Inflation and the upcoming presidential election are sure to be front and center.

As always, a new year brings new challenges but also opportunities. We want to close out 2023 with gratitude and thanks for all the twists and turns it provided, and of course, thank you, our listeners, for your support the entire year!

We overestimate what we can do in 1 year and underestimate what we can do in 10! As we approach the end of 2023 and look to 2024, we want you to think not just about the year ahead but 10 years out. At the end of 2033, where do you want to be? What goals do you want to have accomplished?

You're likely going to make it to 2034, but the discipline and daily habits you bring to each day will determine whether you get to where you want to go or simply arrive where life takes you.

In this episode, we discuss what choices you'll need to make to ensure your compass is pointed in the right direction for your next 10 years.

2024 is right around the corner, meaning experts are coming out with their top stock picks. Does it even matter? What is the track record for them? How do we take this and use it to our advantage? We discuss all of this and more in this episode.

The Federal Reserve also met this past week and kept interest rates steady. They also hinted that they might lower rates next year, which sent stocks higher. With a lot of money still on the sideline, this could be a great indication for stocks to go higher in 2024, but it's not guaranteed. If consumers and businesses ramp up spending, inflation could come back, and the fed hands will be forced again. It will be a continuing story for all of 2024.

This past week, Charlie Munger, Warren Buffet's friend and business partner, passed away at the age of 99. We reflect on his life, legacy, and wisdom. More importantly, we say "Thank You" for always being true to himself, honest, and so open to sharing all he knew with the rest of the world.

The stock market had a shortened holiday week, but no worries, OpenAI and Binance's soap operas anchor our podcast this week. We figured last week's episode would be out of date quickly, but maybe not as quickly as it was. Sam Altman is back at OpenAI, and CZ is out at Binance. We discuss both in detail.

Also, from the early indication Black Friday seems to be retailer success in the U.S. with 9.8 Billion purchased. Most of these purchases came via phone shopping. Great for companies such as $AAPL, $AMZN, $SHOP, $MA, $V, and others, but maybe not so good for J. Powell and the Fed trying to cool down the economy.

OpenAI's board abruptly let go of their co-founder and CEO Sam Altman on Friday in a shock to the investment and tech world. OpenAI is still a private company but its reach is far and wide as its best-known product (Chatgpt) has created an AI arms race for many of the world's most important companies.

As with much we discuss on this show this is happening in real time but the repercussions could alter the AI space. There are talks that he could rejoin the firm or even start another so we will all have to wait and see what develops.

One of the metrics we follow is RSI (Relative Strength Index). It helps us know whether a particular stock is overbought or oversold. Many of the names we follow are overbought and we discuss how to use this tool to determine when you should think about taking profits as an investor.

HENRY (High Earners, Not Rich Yet) is an acronym that has been around for a while that I had never heard before. On your way to wealth, it helps to have been a HENRY at some point, but what makes some save and some spend it all? We might not ever know but in this episode, we look at some of the differences.

We also discuss tracking your financial decisions in a notebook, especially your trading decisions. Having a checklist of how you make your investment decisions is also key to having long-term success. It's more about how you make your decisions and your process than it is about the outcome. If we have a good process, the outcome will take care of itself.

The market finally had a great week. The Federal Reserve played nice by not raising interest rates, $AAPL's quarter, although not perfect, had some glimmer of hope, and Friday, the jobs number came in lower than expected.

How is slowing economic data good for the market? Wouldn't that seem contrary to what we would want to see? This week, we discuss market economics and how to think about what is happening within the economy. Learning to think past 1st level thinking will be key to your success as an investor.

Invisible Hand

The market has the Halloween Scaries! There are few good things to say about the stock market right now. Mixed company earnings came out this past week, with many names still to come. US credit card debt is at an all-time high, US savings rate is at a multi-year low. The Federal Reserve has their monthly meeting coming up and we will most likely continue the inflation wait-and-see story.

However, as with all things, there are some bright spots we can look at to find opportunities that others might now be paying attention to. This week, we discuss $GOOGL, $MSFT, $AMZN, $WM, $MA, $V, $AXP, and $USHY.

War, Federal Reserve, Shrinking Margins... There's not much to look forward to in the market this past week. Seems like we might trade sideways for the foreseeable future.

What about bonds? For a while, the market talked about TINA. As in "There Is No Alternative," meaning because rates were so low, you couldn't invest in anything but stocks. However, that has changed and we need to discuss how to invest in and potentially add bonds to your portfolio.

Michael Lewis is the author of a new book, "Going Infinite," which is the story of Sam Bankman-Fried and the implosion of FTX. We discuss this book and the importance of EQ and IQ. Kevin McCarthy was ousted as the Speaker of the House (1st Ever) and we ask the question "Do politics impact the stock market? If so, how? and what is the best political structure for the market?

We have all read about the power of saying Yes! and the Power of saying No! So which is it? Do we say Yes? Or do we say No?

Staying on track for your goals, no matter what they are, will require you to prioritize your choices. This will require some yeses and probably a lot of No's. Most of us do not enjoy saying no; we don't like disappointing others but if our goals are to be achieved, we will have to learn to say no, including telling ourselves no.

Conversely, if you're starting a business or in sales, you will hear NO, especially in the beginning. No's lead to Yes's but it can be painful to hear rejection initially. We discuss tactics to help you overcome the No's as you get closer to every Yes.

This week, we discuss the Federal Reserve again throwing cold water onto the stock market. At some point, the Federal Reserve will be done with their tightening cycle and a little patience goes a long way.

Our main topic today is Wealth Building for Generation Z and Millennials. Generation Z is defined as those born between 1996 and 2010, and Millennials between 1981 and 1996. Quite the spread of ages, but all worried about the same things. How can I build wealth and set myself up for financial independence?

The calculation I use in this episode is as follows:

Save 10,000 a year from 25-45 years old and earn an 8% return. This grows to 457,619 age 45. Stop contributing...but let it grow until you're 65, and it is worth $2,132,944. Total contribution is $200,000

Save 10,000 a year from 35 - 65 years old and earn an 8% return. This grows to $1,132,832. Total contribution is $300,000.

STARTING TO INVEST AS SOON AS YOU CAN MATTERS!!!

Bed Bath and Beyond went bankrupt earlier this year. It's long-time employees have started to learn that the "guaranteed" funds within their 401k are not as secure as they were led to believe. Unfortunately, some things we have been told to believe are safe might not be that safe.

Jim Rohn once said, "I'll tell you how risky life is, you're not getting out alive!". Risk is all around us in the decisions we make and don't make. There are different levels of risk from cautious and calculated to reckless. The differences in those are discussed here. You can watch Jim Rohn discuss risk here: Jim Rohn Risk

We also talk about the fantastic works of Robert Caro. His books can be found here:
Robert Caro

This week, we look at two recent studies showing the age at which you make the best financial decisions and when you should start saving for retirement. Spoiler alert! They are not the same age!!!

Our main topic however is discussing strategies to help entrepreneurs handle their finances. Entrepreneurship is a long road and having your finances under control can help make the journey much more manageable. Finances are one of the main reasons businesses fail in their early years so let's take a look at some strategies you can put in place to help you avoid these common pitfalls.

This week, we discuss the topics that have shaped the markets over the past week. Namely, we discuss $NVDA, the Fed in Jackson Hole, WY, and Zillow. Zillow outlined plans for a 1% down payment mortgage so we spent some time unpacking that new offer. Will this be like 2006 all over again?

We also explore the topic of Butterflies and being nervous when you try something new, take on a new challenge, and push yourself forward. Butterflies can be a good sign that you're doing all of these things to challenge yourself to grow.

We polled Instagram for future episode topics, and 60% of you asked for strategies for managing financial stress. It's not just our audience; many data show financial stress worries most people worldwide.

In this episode, we discuss this topic, how it shows up in your life, and some strategies to manage and improve it over time. There are times when you have to manage financial stress in the moment as your work towards where you want to be over time.

This was an exciting and thought-provoking episode to record so please keep reaching out on episode topics you'd like us to cover.

Busy couple of weeks with earnings well underway. In this episode, we dive deeper into the earnings of $UBER, $AMZN, $AAPL, $PYPL, and $SHOP. Instead of reviewing just the numbers, we discuss how you use these numbers and other information to make investment decisions.

Fitch also downgraded the USA from AAA to AA+, and we discuss the ramifications this could have.

What if your shot at landing the job you wanted was .27%? With odds like that it is easy to get discouraged. However, your path can be uniquely yours, and it doesn't have to look like everyone else's. We discuss creating your own path in the industry you love and why entrepreneurship is so powerful.

Company earnings are again in full swing, and we discuss $TSLA, $NFLX, $AXP, and the Federal Reserve meeting that is coming up this week. Stay on your toes, there is always something going on.

When the times change, you have to change with them. This is especially true when it comes to your personal finances. With interest rates steadily climbing, it's time for a discussion on how it impacts your personal financial decision-making. Should you pay off debt? Should you save for a house? Pay down your home? Invest in the stock market?

There are plenty of financial decisions you must think about routinely and ensuring they are the right ones is critical to your financial success. We have been in an era of low-interest rates for ten years, and now those rates are going up and (probably) will stay up. You can not make decisions the same way when the environment changes.

When billionaires fight... Entertaining right? We all love to see it, but what allows Zuckerberg and Musk to put their hands in all these businesses? They both have an income anchor that enables them to invest elsewhere. We can take this lesson and apply it to our lives. What is your income anchor? Or what will it be?

We also discuss the unfortunate trend of more and more Americans taking withdrawals from their 401 Ks to make ends meet. What penalties do you pay when you do this? We discuss this and where to set up an emergency fund account.

The year's first half is in the books, so let's look at what has defined the first half of 2023. The stock market has continued to climb this wall of worry, and we discuss many companies. In particular, we discuss NVDA and the 189% gain it has had YTD. Is it too late to get in? How do you get in?

This is an excellent time for you to check in with yourself. How have you done with your 2023 goals? Have you invested in yourself mentally, physically, and financially? My self-assessment is also included as I continue to battle my personal dragon, the CFA exam.

Let's celebrate episode 100! Change is inevitable, and in this episode, I reveal some life changes for myself and my business.

Chris Miller's new book "Chip Wars" is highlighted in this week's episode. Semiconductor chips surround us in our daily lives through all the technology we use daily. Control of these chips and where they are manufactured will impact the world for many years.

We discuss the book and highlight many companies including the area of the chip space they occupy, and how they can potentially impact your portfolio. $TSM, $NVDA, $ASML, $AMD, $LRCX, and $TXN.

This week's episode is all about Commercial Real Estate. There are growing vacancies nationwide, with much real estate debt due in 2025. We discuss the ramifications this has for the real estate market and all the industries it impacts directly.

Most retail investors invest in real estate through Real Estate Investment Trusts (REITs) and we highlight how you can research these to make sure you are invested in the types of real estate that is most appropriate for you.

An amazing weekend was spent with Warren Buffett and his friends! In this episode, we go over some of the best takeaways from the 2023 Berkshire Hathaway meeting.

Annual reports hold many clues about how a company is doing. This week we discuss how to find annual reports and what to look for when reviewing them. When making investment decisions, the annual report should not be overlooked. We also discuss the week of earnings from $AMZN, $MSFT, $GOOGL, and $PI.

Layoffs are starting to stack up around the country in more and more industries. This week we discuss staying in the game if you're in an industry you enjoy. It's common for businesses to go through ups and downs. If you're in an industry, you enjoy, you're going to have to find a way to stay in that business. It will be vital for your career, and your future self will thank you. Earnings are rolling in, and we discuss some of the most important ones this week.

Investment commentators discuss an upcoming recession like it's our childhood fear, "The Boogeyman"! Recession or No Recession, you still have to take action and invest for your financial future. We discuss this and more in this week's episode.

So much has been talked about recently about whether the United States will lose the title of the world reserve currency. Further, there is always talk about how much debt the U.S. currently has and how it will impact our future. Today we dive into both and discuss the real impact and how it could impact your financial future.

The 1st Quarter of 2023 is in the books! How have the markets done? How have you done? In this episode, we discuss the performance of the S&P 500, Dow Jones, and Nasdaq. We also discuss holding ourselves accountable and reflecting on where we are toward our 2023 goals.

This past week the Federal Reserve raised interest rates again! How close are we to the end of this cycle? How will this impact your portfolio, and what can you do to prepare for the end of rate hikes? We will talk about both of these. Also, our firm was awarded a 5-Star Wealth Manager award this past week. We discuss how this came about and spend time thanking all the people who made this possible.

This episode is all about Silicon Valley Bank (SVP). How do banks work? How does FDIC insurance work? In this episode, we explain what happened to SVP and how it could or could not happen to other banks. The banking system for the most part is a large trust fall and when that trust is violated bad things happen. Join us as we dissect what happened to SVP and how it could possibly be a good thing for your portfolio.

In this episode, we are so fortunate to have a fantastic guest. Barbara Sloan is the author of "Tipped Finance," a book for service industry professionals (SIP). The financial planning profession entirely overlooks service industry professionals. Barbara points this out and offers many essential and practical steps for being a "SIP" with solid financials.

Below we have included a link to her book and her website. You can also find her all over social media @tippedfinance

Tipped Finance Book

Tipped Finance Website

Tipped: The life changing guide to financial freedom for waitresses, bartenders, strippers, and all other service industry professionals

Is the market always efficient? The efficient market theory says yes, but we will take a deeper dive here at the investor professor. This has been a debate for decades between academics and practitioners. Being on both sides of the fence, we feel like we can offer a unique perspective to this timeless debate. Below is the article reference in this week's episode.

The super investors of Graham-and-Dodsville

Today the annual Berkshire Hathaway Letter dropped, and we discuss some of the essential points the Oracle from Omaha discusses. We also discuss some of the scary retirement trends being seen and felt after last years poor investment performance.

Below is the link to all the Berkshire Hathaway Letters. Your homework this week is read this years letter. Follow the link below:

Berkshire Letters

This week we have our first mail bag episode. We answer questions that listeners have sent in and look forward to doing more of these in the future. If you have a question you'd like answered, please message us, and we will add it for a future episode.

In this episode, we discuss the business side of the Super Bowl. How much does a commercial cost? How many will place bets? We also discuss the quarterly earnings of $UBER and $LYFT. The focus of this episode, however, is on the different types of investment accounts that are available to investors—mainly the brokerage account, 401k, IRA, and Roth IRA. We discuss the fundamentals of these accounts, what may be available to you, and how to choose one or more for your situation.

We had a busy week in the market with the Federal Reserve raising rates by .25%, but their commentary was more critical than the raise. We also had earnings results from $AMZN, $AAPL, $GOOGL, and $SBUX, to name a few.

We touch on these, but the real focus of this episode is how do we think about the future earnings of a company and, more importantly, how we can estimate these earnings so that we can gauge where the stock price could be in the future.

Market notches another great week! We discuss earnings from $TLSA, $AXP, $MSFT, and more. This week's episode, more importantly, is about self-talk. How you talk to yourself is one of the most important aspects of achieving your mental, physical, and financial goals. We discuss books and thoughts on how to improve and think about how you talk to yourself so that you hold yourself accountable with grace.

Every year the World Economic Forum is held in Davos, Switzerland. In this episode, we discuss why it's important, who attends, and how this conference can help inform you and your investment decisions. As we do every week, we also discuss the main topics in the market this past week and what is coming up in the week ahead.

Nice positive week for the market! Inflation is coming down, and the market reacted positively. This week we caution about changing investment strategies too often and the damage doing so can have on your portfolio. How can you determine which investment strategy is right for you? Tune in this week to find out.

Peace out, 2022, and Hello, 2023! In this episode, we break down the terrible performance of 2022 and discuss the outlook for 2023. What could be on the horizon this year, and how can you adjust your portfolio for success? I also discuss my personal goals for the upcoming year.

In this episode, we revisit those that shared their goals with us at the beginning of 2022. The orginal episode is Number 29 if you need a refresher. Each year carries twist and turns that many of us cannot predict and you'll hear that from each of our speakers today. Through their adversity you'll hear about success, areas for improvement, and how reflecting on the previous year is impacting their goals for 2023!!

In this episode, we discuss the Federal Reserve raising interest rates for the 7th time this year! Will there be a Santa Claus rally, or did the Fed just become the Grinch in our stock market Christmas? The FTX and TSLA saga are also discussed.

This week we are joined by Jason Skeesick. Jason is a veteran turned entrepreneur with a fantastic attitude for what it takes to be successful in business. Join us for this conversation about the early days for an entrepreneur, finding your tribe, and following your passions. Check Jason out at www.spearandclover.com to learn more about his mastermind program, and follow him on Instagram.

This week we take a look at our recent Spotify-wrapped numbers for 2022. We also discuss the Federal Reserve moves over the previous week and what our recent Joe Rogan viral video says about the state of happiness.

Strong investment habits help create financial independence! In today's episode, we discuss the Top 5 investment habits needed to put you on the right path towards financial freedom.

In this episode, we continue to explore financial crimes. Elizabeth Holmes, founder, and C.E.O. of Theranos, was sentenced to 11.25 years in prison for defrauding investors out of 9 Billion dollars. Stories like these, along with FTX, reduce the trust within the financial system and impact investors' behavior. We discuss how you should think of these stories and how it should or should not influence your investing behavior.

What a week! Layoffs, CPI rally, and a Crypto implosion. The market rallied hard this week on the back of a lighter-than-expected CPI (inflation) report. Will it continue? FTX imploded and filed bankruptcy sending shockwaves through the crypto world. All this and more on this week's episode.

The Fed spoke and threw cold water all over the market again this week! We discuss how this impacts the average America family trying to buy a house and the impact it could have on real estate. We also discuss earnings and when the Fed might start to slow down these rate hikes.

With earnings in full swing, this episode discusses the earnings of the Mega Cap Tech stocks of the past week. As the Twitter saga comes to a close and the sale is completed to Elon Musk we discuss what it means for the future of TWTR stock.

Wouldn't you like to know where big investors put their money? In this episode, we will show you just that. Large investors are required to fill out a form 13-F that shows you exactly what they buying and selling. As we are in the middle of earnings season, company earnings results will also be discussed.

In Navy Seal training, there is a brass bell, ring it, and the pain is over for you. The stock market has a sell button that allows you to do the same thing. Ring the sell button, and the pain of watching your portfolio gyrate is over. Navy Seals must be mentally, emotionally, and physically tough. Can you master your mental and emotional pain and NOT ring the stock market bell?

When is good news bad news, and bad news good news? Not confusing at all, right? Well, in this episode, we tackle the subject of economic data and how the federal reserve will respond. Rising interest rates and your credit cards are also discussed.

Enjoy this mini-episode recapping my experience running the Berlin marathon.

This week's episode is about how women outperform men when it comes to investing. Studies show that women tend to outperform men over the long term so let's analyze the traits and habits that make this happen. We will also look at just how horrible this September was for the market and one indicator you can use to help you judge the volatility of the stocks you are invested in. #Beta

Is a recession coming? It's all the financial news talks about these days. Let's look at recessions and how they can potentially be used to your advantage.

Fear and anxiety are everywhere. Negativity bias impacts our ability to make decisions and, in some cases, prevents us from taking action. How can you prevent this in your mind and use it to your advantage in life and investing? Listen to find out.

You know of Amazon's ($AMZN) main business, but what if we told you some of their new business segments are even more exciting? This mini episode will highlight some of Amazon's newer businesses that could have a long runway of growth ahead of them!

Tesla has fans worldwide, but how many are willing to invest ALL their money into the company? Today we highlight an article from Bloomberg that shows many in South Korea are willing to do just that.

This is a mini-episode where we discuss the Federal Reserve meeting that occurred in Jackson Hole, WY, on 8/26/2022

This episode is dedicated to those that have asked "How do you find new investment ideas." If you wonder about what to invest in next, this episode is for you. Put your thinking caps on and let's get started!

This episode is all about SLEEP! Something we do every day but how much thought do you put into the kind of sleep that you get? Bridget Chapman with Sleepopolis will join us today to discuss several important ideas we should consider when it comes to sleep. How much sleep should we get? What can we do to prepare to sleep? What kind of mattress should we consider based on how we sleep? All of these topics and more will be discussed in this episode.

In this episode, we cover 9 personal financial ratios that you need to be aware of to keep your finances in great condition. These ratios include savings ratio, personal net worth, debt to asset ratio, investing ratio, passive income ratio, personal cost of debt, budgeting ratio, life insurance, and an aggressive Net Worth ratio. $MELI $PYPL

Obsession... Sometimes this word can have a good connotation, and sometimes it is interpreted as an unfavorable trait. Personally, my thoughts are that inspiration can be gathered by studying others that are obsessed. It has been said that it is lonely at the top because most will never pay the price, but let us look at some that have been obsessed with their craft over the years so that we may draw inspiration for our endeavors.

Per usual, we also discuss the earnings of companies, including $ROKU, $INTC, $AAPL, $AMZN

Below are some of the youtube videos referenced in this episode:

Jiro Dreams of Sushi: https://youtu.be/Gr09oEJqnfI

Golden Boy Calum Scott: https://youtu.be/WSinMOs5eGw

Kipchoge: https://youtu.be/cyPLPEYVWZY
Kipchoge 2: https://youtu.be/mnQ6KKjm3ng

Earnings season is in full swing so let's discuss how companies are doing. There will always be financial noise, but earnings allow us to hear from the companies themselves. Also, below is a link for Speakpipe... Now you can leave us a voicemail asking us questions or drop us some ideas for show topics you want to hear about.

We are looking forward to hearing from you:

www.speakpipe.com/investorprofessor

This week's episode is a brief history lesson on financial scandals that have rocked Wall Street over the last 25 years. These stories rocked the markets, caused legislation changes, and impacted millions of investors. As an investor, you must be aware that these stories can happen at any time such as today within the Crypto market.

This week's episode is a bit random where we discuss 70's inflation, earnings season, paying off your mortgage, and we introduce you to a pretty neat website. dqydj.com allows you to look back in time at how investments have done with dividends reinvested. We think you're going to like it!

The first half of 2022 is in the books!! Let's discuss how the market has performed but also how you have performed. How are you doing towards your mental, physical, and financial goals? This is the perfect time to sit back, reflect, and be conscious about how you attack the second half of the year.

How do you start your investment journey with $100.00 a month? In this week's episode, we are joined by entrepreneur Federico Tavares where we discuss this very thing. Where does your mindset need to be? Where do you need to be financially before your start investing? This episode should provide you with some help and guidance with these issues.

In this episode, we cover SPACs. What is a SPAC? How is it different from an IPO? What do you need to be aware of when investing in SPACs? All these topics are covered in this weeks episode.

In this episode, we highlight companies that have increased their dividends by over 40 years! Yes, you read that correctly... 40 years plus of increasing their dividends. We also highlight companies that have announced massive share buyback plans and how you can analyze if this is significant or not. Why a company would choose to do a buyback over a dividend is also discussed.

In this episode, we discuss personal development books to help you work on your summer mindset. We are almost halfway through 2022 and we want to highlight some books for your summer reading list so that you can invest in yourself. Listen to the episode and then explore the authors highlighted so that you can find the right fit for your summer road trip!

In this episode, we look back at Warren Buffet's decision to invest in American Express. This was one of his first investments of investing in a "Great business at a fair price". What lessons can we learn from this? How can we apply this today? All that and more on this weeks episode.

Welcome to a Bear Market! How long do they last? How bad can it get? What are some strategies you can implement to help your portfolio and your mentality as you navigate this tough market? All of this is answered in this week's episode.

Buy Now Pay Later is causing many consumers to get into trouble with debt. We discuss how these work and how consumers are getting into trouble and more importantly how you can protect yourself. We also discuss the market which is down for the 7th week in a row. Fear not, as this could be a great time to invest if you're looking out far enough.

Our 1 year anniversary show! Thanks to everyone who has listened over the past year! 2022 has been a very hard market and we discuss ways to help you "ride" it out including being "paid to wait". Inflation along with Apple and Google's buybacks are discussed during this episode.

This past weekend I traveled to Omaha Nebraska for the annual Berkshire Hathaway meeting with Warren Buffett and Charlie Munger. This episode recaps that trip along with some of my favorite takeaways from this year's meetings along with some of the timeless lessons over the years.

This week we invest in ourselves mentally! Shahin Najak joins us to discuss the benefits of starting a mindfulness and meditation practice. I ask her a number of questions from simple to more complex. Shahin's website can be found at www.mindful-changes.com where we can be contacted but also has a lot of good free information for you to learn more.

Elon Musk Vs. Twitter... Elon offers to buy the entire company and Twitter implements a "Poison Pill" strategy. What is a Poison Pill strategy and where did it come from? Listen to find out.

My mind is busy and this episode is just a combination of thoughts that are not really long enough to do an entire episode on. $DOCU, $GS, $RH, and $PAA are all stocks discussed in this episode. Being ready for your "moment" and being the change agent for your family are also discussed.

The first quarter of 2022 was wild for the stock market, with the first quarterly decline for the market since March 2020. Let's look at the best and worst performers for the quarter and see if it offers an opportunity for those of us with a long time horizon. Long term benefits of committing to dividend stocks are also discussed. Finally, let's look at your first quarter and the goals you set for 2022.

Have you ever wanted to invest in a company before they go public? If so, this episode is for you. This week we are joined by Nick Pinto! Nick is the director of business development for Seed Invest. Seed Invest allows retail investors to invest in private companies before hopefully going public one day. This is a riskier type of investment and all the pros and cons are discussed.

In this episode we discuss balance. Is life balance achievable? How do you walk the tight rope that is a career, family, fun, and other goals? Unfortunately, there is no simple answer and it will always be a moving target. The Fed's interest rate move is also discussed.

In this episode, we discuss the concept of trading around a position. We also discuss the $AMZN stock split and how companies historically have performed after announcing stock splits. Discipline and sticking to your investing habits during volatile times are also discussed.

In this episode, we discuss the Ukraine chaos that has rocked the markets this week. What strategies can you employ to help your portfolio when there is so much chaos going on around the world? These strategies along with a discussion about the Berkshire Hathaway $BRK.B annual report are discussed.

Taxes... So much fun are they not? In this episode, we discuss the Wash-Sale rule that has seemed to trip a lot of traders up over the past year. What is it and how can you manage it are discussed. We also discuss the negative market we are in and specific stocks including $GOOGL, $GT, $SBUX, and $ROKU

In this episode, we discuss earnings from $FB, $GOOGL, $AMZN, and $F. We talk about the upcoming $GOOGL stock split and how impactful it could be for your portfolio. We also begin the discussion on Life Insurance and talk about the difference between term, whole, universal, and variable life insurance.

"Someone is sitting in the shade today because someone planted a tree a long time ago" - Warren Buffet... With all the market volatility this month we look back at one of the best quotes from The Oracle of Omaha. How can you pair this quote with this year's rocky start to improve your portfolio? We discuss this along with the earnings results from $AAPL, $MSFT, $HOOD, and $NFLX

This week we are joined by Zach Boothe, real estate expert and host of the Driving For Dollars podcast. Zach discusses how he went from being a window washer to owner of a real estate business. He also discusses that different areas of real estate someone can go into and the pros and cons of each.

In this episode we discuss early volatility the market has had in 2022. We discuss how this can cause investors to want to take some sort of "action" but often the best thing you can do is nothing. We also discuss $PAA as a stock on our watch list.

This week I am joined by a fellow financial advisor, Lee Michael Murphy. Lee is a co-host of the Free Retiree Podcast and discusses with me what got him interested in the investment business. We also discuss misnomers when it comes to working with advisors, different types of investors that we have worked with, and specific challenges that are unique to the profession. Many have asked what it is like working as a financial advisor and this is the episode for you!

On this special New Years episode we are excited to be joined by four guests who share their strategies and thought process for setting their 2022 goals. Each guest might have different goals and strategies but one thing is for sure... They are ready to tackle 2022 in a proactive and purposeful way. It is our hope that these stories help you design your best year yet!

On Wednesday J. Powell and the Federal Reserve decided to double the speed of tapering their bond purchases. This will free them up to start raising interest rates shortly thereafter and we discuss how this could impact your portfolio. We also discuss how this impacts different sectors and how you can reposition your portfolio to prepare for rising interest rates.

This episode is about your 2022 goal plan! What do you need to consider when setting your 2022 goals? Do you need to be balanced or unbalanced at this point in your life? We also discuss $AAPL and the massive run it has had over the past month!

In this episode we discuss stocks feeling the pressure of J. Powell changing his stance on inflation as well as the new Covid variant. All this has the stock market repricing stocks across the board and increasing the volatility of the market. Is your portfolio ready to handle all of this?

Boy... Do any other titles scream listen to me more than this one? Ha... Hear us out though... In this episode we discuss what to look for within a company Income Statement. We also discuss how the income statement can help you find out if a company dividend is sustainable or not. $RIVN, $LMT, $MMM, and $MCD are also discussed.

The United States is about to pass an infrastructure bill that could have a dynamic impact on some companies over the next 10 years. We discuss $CAT, $URI, and our stock in focus $NUE. We also begin the conversation of financial statement analysis by starting the discussion on Balance Sheets.

As earnings season moves along we discuss the earnings of the largest companies in the world. These would be $MSFT, $GOOGL, $AMZN, and $AAPL. We also explore a extremely valuable company to the worlds supply chain that you've probably never heard of.

Earnings session is upon us once again! We discuss the earnings results of $SNAP, $TSLA, $NFLX, and look at the earnings coming up for $PYPL, $AAPL, $GOOGL, $AMZN, and many more. We also discuss paying the price for your goals and your investments. Are you willing to pay the price for your goals, habits, and the discipline it will take to change your life?

This week I had the pleasure of sitting down with Cecil Glenn aka DC The Brain Supreme from the musical group "Tag Team". We talk about the recent success of their Geico commercial (Scoop, There It Is), how it came about, and the lessons that made it possible.

More importantly, we talk at length about the importance of being a lifelong learner and how that can impact your life in ways you can't always appreciate. DC opens up about how stumbles along the way paved the road for his success today.

In this episode we discuss the debt ceiling and the pressure it puts on the stock market. We also discuss get rich quick schemes, bubbles, and why investors are so drawn to them. As an alternative, we explore Dollar Cost Averaging and how it can be an important tool on your road to becoming wealthy.

In this episode, we discuss the market (of course), burnout and making sure your protect yourself! We also discuss our first true case study! Advise for someone trying to pay off debt (student) and also building their portfolio. Head to our Instagram page the_investorprofessor to see their balance sheet.

This week we discuss Evergrande. Who are they, why they matter, and how did they disrupt the markets this week? We also look at the earnings calls from FedEx, Nike, and Costco. Initial planning on your 2022 goals is also explored.

In this episode, we explore the key to compounding wealth! The magic of dividend reinvestment plans are explored and discussed. As always, we also discuss current market events. Thanks for listening and sharing!

This week we remember 9/11 and the impact it has had on the stock market. We discuss Apple vs. Epic, and our main topic will be Entrepreneurship and how "betting on yourself" can change everything!!

In this week's episode, we look at the documentary "The Donut King" and how it relates to one of Warren Buffett's most famous investments. Coca-Cola! Why is this such a good investment and why should you take notice today? We will discuss this as well as why you shouldn't cash out your 401K early.

Maria Brito (@mariabrito_ny) is an award-winning New York - based contemporary art advisor, author, and curator. A Harvard graduate, originally from Venezuela she has been selected as one of the 20 Power Players in the Art World by Complex Magazine.

In this episode, Maria shares how she pivoted from attorney to art curator and we also discuss the business of Art. Maria sheds light on how one should start an art collection, how to protect yourself from fakes, and also some of her habits for staying highly productive. For more information about Maria, including signing up for her newsletter "The Groove", head to her website www.mariabrito.com

In this episode we discuss the acronym FIRE which stands for Financial Independence, Retire Early. Is retiring early really a good thing? We also look at the earnings of HOOD, NVDA, DIS, and SE. We close the show discussing the Afghanistan conflict and how defense stocks can play an important role in your portfolio construction.

In this episode we are joined by Catherine. Catherine is a National Champion who entered the professional world of finance about 1 year ago. We discuss how her discipline and habits have transferred from the athletic stage to her career. We also discuss what has surprised her about working in the world of finance and what impact that has had on her personal habits when it comes to money and investing.

Episode 11: In this week's episode we discuss corporate earnings, China's corporate crackdown, and books to help you on your financial education journey. Books covered include: Black Swan, Irrational Exuberance, Rich Dad / Poor Dad, Millionaire Next Door, Richest Man in Babylon, One up on Wall Street, and Thinking, Fast and Slow.

In this episode we discuss the Olympics, corporate earnings, and noise. Join in as we discuss what to look for in corporate earnings and strategies for handling and deciphering through all the market noise.

In this episode we discuss bank earnings, mentors, and continue our conversation about investment research. Specifically, we discuss Earnings Per Share (EPS) and P/E Ratios... If that doesn't get you excited... I don't know what will

https://www.thewoodeneffect.com/pyramid-of-success/

https://www.earningswhispers.com/

In this episode we discuss investing in the market at all-time highs, investing in things we might not understand (Arabian Horses), and we begin the discussion of how to do market research to make better investing decisions.

In this episode we discuss investment biases and the impact they can make on your investment decision making. We also check on $COIN and discuss student loans.

In this episode we are joined by our first guest, Maddy! Maddy is a business owner, works in corporate America, and an all around go getter! She helps us recap and clarify topics discussed in Episodes 1-5 and provides her unique perspective!

As I watched Harry Potter with my daughters this week I noticed the 3 headed dog named Fluffy... This episode is like Fluffy in that we cover 3 topics including an Easy Millionaire Formula, Cryptocurrency Vs. Real Companies, and Mutual Funds / ETF positives and negatives.

Uh oh... We may lose some people on this one! Not the funnest topics to discuss but essential to improving your ability as an investor. In this episode we discuss the difference between asset classes, asset allocation, and diversification.

Many investors poorly judge their ability to handle risk. How much pain are you willing to take in order to reach your investment goals? Join me in this episode as we discuss strategies to ensure you're not taking on more risk than you can handle.

Successful investors have goals and habits that get them through good times and bad. In this episode we will explore goal setting tactics as well as habit formation to help ensure you are on the path to successful investing.