Optimistic Investor: Recent Episodes
Southwest Investment
The market has been going up for 124 years. How can that be and what can we learn from how it stays relevant.
Advisors live by the 4% rule when it comes to taking money out of retirement assets on a yearly basis. We talk about if this is still valid and see if it is changing.
We are always optimistic on the market. Even now with the volatility that we have seen we are optimistic and we go into reasons why.
The third quarter of 2020 earnings reports are coming out and what we are seeing is that the consumer spending has been strong. What else do we see?
Today opened almost 1800 points up, Why is that? Is this going to continue? We dig into those things today.
Sometimes we overlook risks that we just assume are taken care of, but are they. We will talk about ways to mitigate things that you sometimes can't see.
Is social security the building block of your retirement or is it a supplement? We know what it should be, let discuss.
How many of you have a will? or other directives that tell others what to do when the unthinkable happens? Let's talk about it.
Are you constantly checking your 401k balance and tweaking (or wanting to) the holdings? You could be doing more damage than good and creating a bit of stress for you.
In this series we talk about ways and things you can do that could be detrimental to your retirement. In this episode we talk about needing to invest early.
I was speaking with my son about his desire to buy a house right now. We go over all the things beyond the payment that one needs to think about.
Will we return to a position where companies are taking their profits internationally or stay here in the states?
What is the difference in Amazon Prime Day this year versus last year or the years before?
How much life insurance has always been the go to question, but do you really know enough about insurance in general? We talk about 8 different types of insurance and give you the highlights of what you need to know.
We go through what it takes and the different ways that people have become millionaires.
What does the 3rd quarter earning going to say for us this year? Hopefully better than what the 2nd quarter had.
We talk about working longer. What does working to 70 do to your options with Social Security?
The COVID makes us think about our retirement and if we are doing the right things. There are many WRONG things that you can be doing and we are going to cover them here.
There is A LOT of money sitting on the sidelines as the pandemic got many people and institutions out of the market. What does that mean?
The transports is an index that is watched and considered a leading indicator of where the economy is going. Let's talk about it.
FINTECH has brought about a lot of changes in the past few years to decades and that is not about to change now. How about having facial recognition help you pay for things. We find out how.
Combine a few shows from the past to have a different perspective of the possible outcome of the elections.
Do you dress up for work even though no one sees you? What about those pesky online video meetings. Maybe you should.
We have always maintained that performance is the real indicator of choosing an active vs passive fund. We talk about a recent article here.
The price of meats has come down, some dramatically as the supply has been replenished at the stores, but also as people have begun to eat less of it. How will this change?
The performance in election years as we run up to the election date is normally showing a downward trend. This should not worry you
With the Fed keeping interest rates low, the bond market is going to struggle for awhile. How long is the real question.
Have you looked into a will for yourself. Do you know what to look for. We talk about the options and what you want to look for in a quick summary.
An interesting episode talking about the actual result of the different options that come up after an election. A democratic president with republican house and senate? What does that mean to you?
This episode is giving our ideas on what are the likely items that are driving volatility in the weeks leading up to the election.
In this episode of Building Wealth we talk about specific strategies to employ while you are still in your 20's and 30's. Even if you are older, you may want to take notice as well.
In this first part we talk about the concepts that are important when just starting to build wealth.
The dow industrials and S&P have grown dramatically in 2020. Where is it all coming from?
The US has been able to stay away from the mass permanent layoffs, but we are seeing them come now. What does that mean?
We get this questions all the time. What is the right amount to keep in my savings account. It depends.
We have heard of the V, W, and the square root recovery. Now, let us tell you a little about the K recovery.
Many investors hold Warren Buffet as the Oracle of Omaha. Did you realize 99% of his net worth was earned after his 50th birthday? He turns 90 tomorrow. We talk about the value of investing over time.
Stocks are higher, are all people participating. No, lets see how many and what they are missing.
With so many other things happening, have we forgot about oil. We talk more about oil in this episode.
There are unlimited amount of stocks in the stock market for us to choose from....uh, not really. We cover what it means to be public, and our thoughts on going private as well as what the economy is tracking when comparing it to the public markets.
What happens when something goes up really quickly? Usually it does the same things just as quick or relatively quickly. We explore this idea.
With the drive of growth stocks, many portfolios are getting concentrated in that area. In fact, many newer investors are only investing in those same growth stocks. What does that mean, and how can you combat it?
Today we revisit the market performance with specifics on growth stock and how they are continuing their trend.
This is not about the choice of moving military units, but what the impact to the local economy is.
When investing you want the most for your money, but really can only make the choice of two of the three basics. After listening, tell us what do you prefer?
The federal government seems to be doing ok because they can print money, but how are states doing? We visit that in this episode
Bart and Rick give you an idea of what they think about how money is flowing from one investment type to another.
We had quite the bull market ending in March. Now it appears like the bull has returned?
Bart goes through some of the highlights of our broker dealer ideas for the mid year 2020
Bart and Rick give you an idea of what they think the market is doing for the past 6 months and what to look forward to.
We rarely stray into politics and we continue that here, but we do talk about how the markets affect the elections. Yep, not the other way around. That happens too, but we will talk when to start watching.
Aunt Jemima, Uncle Bens and others have been under attack for years, but only now are things changing. What will be the outcome of these changes?
Today we cover something that I found very interesting the first time I dug into the financial markets. Growth vs Value stocks. In high school when I learned about investing or looked at the Wall Street Journal, I just saw prices. Here we go into what growth and value stocks are defined as.
In this episode we talk about digital money. Not bitcoins like what you might think, but instead, what the fed does to increase the money supply.
Hedge Fund Billionaires are in the news all the time and sometimes you may wonder if you should be invested in them as well. Bart and Rick dig into what they are and if you should be in them or not.
A lot of talk has been around companies that don’t pay their fair share of taxes and the explanation sometimes comes around the large companies profits being in other countries. As of late, those profits are now coming back to the US. We explain what that all means here
In this episode we talk about schema. Actually, “Flawed Schema” and how it affects the financial markets.
The market volatility is markedly more than expected. What could be driving this. We go into some unexpected answers.
Most people get things wrong when it comes to the market. When a lot of people do it, that is when we get a Contrarian Indicator. Let us explain.
Announced today was the official start date of a recession. What does that mean and what will be done. Come find out.
Can you catchup to retirement loss you have had in the past? We will talk about it here.
Let’s look at the last few bear markets and how soon after were we right back to where we started.
We are going to talk about something that is a bit different than what we normally do, a Key Reversal.
How can one be so rich, but not have any money. This is the case of many entrepreneurs that have all their money tied up in businesses they own. We look at Elon Musk and how he deals with things.
Black swan event is something that is very unexpected and can critically effect situations around use. We are going to talk how this Covid-19 is being considered just such of an event.
Do you recall the Hong Kong Flu? We will remind you of past events that you may not know.
Today we explain the concept of rebalancing your portfolio. Why it is important and what it does.
We have seen some really big drops in some financial areas. In this video we talk about the GDP drop and the increase in unemployment.
Today we explain the concept of Modern Monetary Policy. Something that many people do not know about, but could become very important in the near future.
Good intentions are always top of mind, but what happens when we don’t see what could happen. We get unintended consequences. Our first episode that covered this was widely appreciated so we are bringing you another one.
We talk about how the market is forward seeing. That the price or value that the market is at is what people are predicting is going to happen in the future. Let’s dig in.
The price of oil has hit historic lows today. Negative infact showing that the storage of the oil is the real problem for some people. We dig into some of these details here.
When something bad is happening you want to stop that process by doing less of it. Eventually less and less will turn and become positive. This is one of those things that you hear of flattening of the curve. The curve will turn at some point. We dig into that process and how the markets are effected.
The market has dropped a lot over the past couple weeks. Is it time to really get into the markets?
There was never a bull market quite like the past ten years. We talk a little about returns and what we have to look forward to now.
You may be enticed to look at a zero commission plan. We look into some of the leaders and give you some things to concern yourself with.
We talk about earnings on stocks and how the markets price it into the individual stock price.
In today’s video we explore how starting early in your savings career will make a HUGE impact on your total amount. Bart and Rick go through who is going to be better off and I think you will be surprised!
November 11th week in review specifically talking about emotions and the market. Fear and Greed..or now it is called Risk On and Risk Off
Historical perspective on the current economic expansion as of October 14th 2019. Average economic expansion is 60.1 months and average recession is 13.3 months.