Wealth Mgt Mixtape: Recent Episodes
Jake Heisler
Everyone thinks about money, but not everyone realizes that they are carrying a lifetime of biases along with them. This is a problem screaming for a solution. Join financial advisors Jake Heisler and Tim Miller as they tackle these issues head-on. Be sure to tune into the bi-weekly episode that takes relevant, timely topics and relates them to everyday financial decisions.
Join hosts Jake and Tim as they dive into:
🔥 Inflation rates & Federal Reserve Chairman Jerry Powell's outdated approach
🔗 Blockchain-based website Trueflation tracking real-time inflation data
📉 Concerns of a possible Fed-induced recession & need for accurate indicators
🏦 CNBC speakers on the Fed's decision-making, interest rates & economic decline
⚾ Comparing baseball rule changes to the need for the Fed's system overhaul
💼 Warren Buffett's view on the banking industry, commercial mortgages & defaults
🤖 GPT and AI's impact on various industries, both directly and indirectly
🌐 AI's potential dangers, the concept of singularity & its benefits and risks
🚀 Technology's exponential growth, voice augmentation & potential uses
In this engaging episode, our hosts discuss the challenges faced by the Fed, the need for updated data analysis, and the impact of AI on the future of various industries. Don't miss their insights into the future of finance and technology! Like, share, and subscribe for more Wealth Mgt Mixtape episodes! 🔔 #WealthMgtMixtape #InflationRates #FederalReserve #Trueflation #InterestRates #EconomicDecline #BankingIndustry #WarrenBuffett #AI #GPT #Singularity #VoiceAugmentation #Finance #Technology
In this captivating episode, hosts Jake Heisler and Tim Miller dive into a variety of life, finance, and investing topics to empower your knowledge and transform your perspective on wealth management. Prepare to be informed, entertained, and inspired by their dynamic discussions!
⚠️ Topics Covered in this Episode: ⚠️
1️⃣ The shocking failure of Silicon Valley Bank and the unnerving response from The Federal Reserve - Discover what went wrong and the implications for the financial world.
2️⃣ The AI Revolution: From Idea Generation to Legal Help - Unveil how AI is transforming the business landscape, making it easier than ever to start and run a successful company.
3️⃣ Zipline: The Future of Delivery (https://www.flyzipline.com/) - Explore how Zipline is revolutionizing the delivery process, building on Amazon's initial concept from 12 years ago to create a quieter, more efficient system today.
In addition to discussing the implications of ChatGPT, Jake and Tim talk about long-term investing, how wealthy people invest, and how it feels to be an Eagles fan after their Super Bowl loss.
We're introducing a new segment of Wealth Mgt Mixtape we're calling The Shakeup, a podcast that talks to key decision-makers in companies that are trying to challenge the status quo of an industry. To kick things off, Jake and Tim interview Scout Brisson, the CEO of De Soi, an alcohol-free aperitif beverage company co-founded by Katy Perry and Morgan McLachlan. Scout talks about her unique path to the company and the challenges and opportunities she and the company face moving forward. There's even a taste test! Thanks for watching!
Drink De Soi: www.drinkdesoi.com
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Anger is mounting as the Fed continues its aggressive tightening policy to reign in inflation. Pundits wonder if this restrictive policy makes a recession a "when" not an "if". Jake and Tim tackle this topic, its impact on the stock market and human behavior, and discuss why forecasting is a fool's errand.
In this episode, Jake and Tim touch on the Fed's recent comments after their (deserved?) trip to Jackson Hole, stocks' reaction to Powell's comments, how bad news can happen quickly and good news takes time and Biden's executive order on student loan forgiveness.
Join Jake Heisler and Tim Miller as they talk about the financial markets, how odd the economic data is, why no one knows what comes next, and how financial advisors must stop looking for problems and start listening.
Join Jake and Tim as they talk about the Fed’s recent rate hike, another negative GDP report, how the news is so bad it might be… good, why financial advisor communication is paramount during environments like this, how saving is all about the waiting, and why Tim finally bought an NFT.
In this episode of Wealth Mgt Mixtape, Jake and Tim discuss inflation data, why guessing the market top can be… bad, how every decision we make is a value-based, Bitcoin, and how Tim’s prospecting process changed for good through COVID.
In this episode, Jake and Tim discuss the overwhelming consensus of an impending recession and the... contradicting data. Also, they discuss how zooming out puts this economic environment into context (hint: things have been very good over the past 10 years). They zero in on credit cards and discuss how they should be properly managed, and discuss a skill that takes some practice: listening. Don't forget to join them until the end when they rate a beer from Sierra Nevada.
The stock market continues its slide as the Fed increases rates by 0.75%. Volatility and anxiety are high, but volatility is the “ticket to ride” in the stock market. Jake and Tim discuss recent market activity, why perspective is vitally important at times like these, past recessions as it relates to the S&P 500 and a 60/40 portfolio, their thoughts on cryptocurrency, Ikigai, The Jetson’s, and more.
Don’t forget to listen to the end where we rate a beer and talk about why preparing food for kids is like the Golden Corral.
Stock and bond markets are contracting, and so is corporate America. Why are earnings under a microscope? And why does it seem that the fear of loss far outweighs the fear of missing out? We talk about these topics, along with something we term “the Retirement Scooch”, and discuss why an aging demographic sets the stage for seismic shifts in policy, technology, and biotech.
In this episode, we discuss the current state of the stock and bond markets, why bear markets always feel so awful, and the reality of what a bear market looks like. We also take a semi-deep dive into the residential real estate market, the impact of work-at-home on the home prices, and what headwinds the market might experience. Be sure to listen to the end where we rate a beer and it’s the biggest divergence in scores we’ve had so far.
Blockchain technology has put a target on the back of every industry. Why? Because it seeks to give the control of data (and the use of that data) back to the individual. Hivemapper has set it sights on, quite literally, the world…of mapping that is, paying mappers HONEY tokens in exchange for installing dash cams in their cars and trucks and simply driving. We spoke to Ariel Seidman, the CEO and Founder of Hivemapper to learn more about the technology, the “a-ha moment”, and Ariel himself.
In this episode, we discuss why the bond market pullback is more important than the stock market, why Elon Musk buying Twitter might mean very little change on the platform, why humans have almost no chance of changing, and why crypto adoption (in all its forms) is beginning to heat up. And be sure to tune into the end where we rate Allagash North Sky, and give our predictions on Sixers, game 6.
The blockchain is coming! We talk about real-life applications, discuss why so many people ignore new tech until they can’t, talk about whether people make money the meaning or the means and why that matters. Be sure to tune into the end where we rate another beer, and talk about why the Talented Mr. Ripley is Tim’s new favorite movie.
Breaking down the basics, volatility, and adoption of crypto. Why crypto is here to stay and the technology that powers it. What does the inversion of the yield curve mean for the economy, and how Ben Franklin didn't create the concept of daylight savings.
Why investing risk is not as simple as it's made out to be. Human history has taught us time and time again that it's almost impossible to rationalize in an irrational world. This is true in life, goal-setting, and investing.