Mystery Market Tour: Recent Episodes
John M Paul
We discuss current issues regarding economics, government policy, stocks, bonds, markets, financial planning, investments, investing, and other fun stuff.
The guys talk about the Fed's role, how reckless money printing could strain the economy, how the new tax code could inadvertently impact many small business owners, and how Elizabeth Holmes defrauded investors and then doubled down with her recent announcement.
LTC Tim Rose joins the podcast to talk about his experience in the military intelligence community. He is US Army (Retired), a native of Pine Bluff, Arkansas and spent over 28 years of service to our nation. His last military assignment was as a Strategic Intelligence officer in the Pentagon serving as a Branch Chief and subject matter expert for Countering-Improvised Explosive Devices and Countering Transnational Criminal Organizations for the Under Secretary of Defense for Intelligence and the Secretary of Defense.
The team talks about the history of bubbles, what they are, how they get so big, and then how they "pop." And discusses a few asset classes or groups of equities that might be experiencing bubble like valuations.
Dr. Charles Davidson, a Professor of Conflict Analysis and Resolution at the Carter School of George Mason University, comes on the show to discuss the political climate in several countries he's visited. We also ask him to share the story of nearly being taken hostage by a group of insurgents while he was visiting an area of the Democratic Republic of the Congo.
The team talks about the Denver flight, how SPACs work, what will eventually happen to all these Reddit traders, and how the vaccine rollout might impact the economy in the near future.
A lot of debate about the economic impact of raising the minimum wage. The guys weigh in with their perspectives and some potentially unintended consequences that could adversely affect the middle of the country. They also explain how Tesla is utilizing it's stock to generate cash and invest in Bitcoin.
The team discusses the fallout over GameStop, whether or not geothermal energy would be able to completely replace fossil fuels, golden tongues, and how Covid-19 has impacted the court system.
The portfolio team has a long-time investment professional in to talk about the Reddit rebellion, the Wall Street shorts, Robinhood's involvement, and how this all might end.
John sits down with local business owners and community leaders to discuss what they know about Bitcoin and the future of Cryptocurrencies, their thoughts on the airlines as an industry, the Keystone XL Pipeline shutdown, and to share their thoughts on student debt forgiveness and wage transparency.
The Portfolio Team discusses the Fed's role in the Wealth gap and some new innovations from domestic companies.
The team discusses the historic events in Washington and attempts to give some insights into how this could play out for the economy and the markets.
The Team discusses new years resolutions for different people, companies, and markets to kick off Season 2. What should President Elect Biden, President Trump, Melania Trump, Jeff Bezos, Elon Musk, the Federal Reserve, Millennials, and Crypto-Traders be focused on in 2021?
Don, John, and Keith comment on the Art Cashin interview given by Bob Pisani during "friends of fermentation" and discuss the biggest moments of 2020, what to expect from the market in Biden's first year, how close and how dangerous the pending inflationary pressures could be, Bitcoin as a safe harbor, Commodity returns and what that tells us about the future, the Federal Reserve to the rescue...again, how overvalued this market has gotten, and the Q4 GDP Expectation.
The Portfolio Team discusses the historic market volatility of 2020, the stimulus agreement, and how the Christmas Eve Crash of 2018 could play into the minds of traders as we close out this wild year.
Don and John discuss two critical components of Joe Biden's Economic Plan, student loan forgiveness and lowering the medicare age to 60. They discuss opportunities in homebuilders and who the winners in the move to 5G will be.
John and Don discuss the first half of the opportunities they see in the market as we roll into 2021. Stocks discussed: ZM, TSLA, MDT, ABT, SYK, TDOC, ETSY, FB.
The Sphere team continues their discussion about potential Biden appointees, what that might mean for the economy and markets, and what stocks and sectors you may want to avoid in 2021.
The Sphere Portfolio Team breaks down the economic headwinds going into 2021 and how they might impact the markets. They even offer a few cautions on some individual stocks in Part one of this two part discussion.
The Sphere team discusses the pending election and focuses on the infrastructure component of Joe Biden's proposed economic plan.
In Episode Three, Don and John dive into the 401k tailwind, the Crux of the Retail Investor, the current shift to Value trend, and Don answers a few typical 401k questions.
In Episode Two we discuss Record Breaking GDP Growth, the FAANG earnings day and what we've learned about the economic impacts of Covid.
The Sphere Wealth Portfolio Team breaks down the hold up in Congress on economic stimulus. We go into some detail on the history of stimulus, positive and negative aspects of stimulus, and how we believe markets will react to the anticipated deal we should get any day now.