Laminate Money

Nvidia climbed 26% post earnings, the tech sector is over 30% higher on the year, tech companies and building their own chips with US chipmakers, and AI is being talked about as a platform shift. It is clear the game is changing, but how? On this week’s episode Tom, Jacob, and Dan talk about the change in AI, Microsoft’s Build conference, Nvidia’s stellar day, Apple’s lag and chip deal with Broadc...

Influence is a precursor to success. If you want to earn more money, save more money, start a business, or raise kind kids, you need influence. In this video, we share seven ways you can win more influence as you seek to build an above average balance sheet. Tom, Jacob, and Noah on this episode also talk about Tom’s time in New York, Stan Druckenmiller’s quote about free money, the 16 levels of we...

There is no silver bullet when it comes to investing. What works well in one economic cycle may not work well in another. That's why it's important to be flexible and adaptable. In this video, we'll share some tips on how to find the investment opportunities in any economic cycle. On this week’s episode Tom, Dan, and Jacob talk about the quality growth at a reasonable price strategy, i...

On this week’s episode Tom, Jacob, and Noah talk about how to fix financial mistakes, what impact interest rates have on stock market valuations, money and happiness, the debt ceiling and how it’s politicized, regional banking crises, ChatGPT’s first victim, large tax revenue losses in pandemic exodus states, and Apple found strength in India and the Middle East. Email us at laminatemoneypodcast@f...

On this week’s show Tom, Jacob, and Noah talk about how much margin impacts your personal financial life, the problem with being house rich, free money’s demise, phenomenal earnings, European luxury, and the debt ceiling. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Subscribe to the Weekend Reads 👉 https://www.fjellcapital.com/weekend-reads Bec...

On this week’s episode Tom, Jacob, and Dan talk about automation, lifestyle creep, housing prices, today’s interesting market, Apple’s India play, the undoing of America’s labor shortage, and earnings (with a key point on profit margins). Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Subscribe to the Weekend Reads at www.fjellcapital.com/weekend-...

On this week’s episode Tom, Jacob, and Noah talk about success and how deep convictions lead to massive gains, AI’s nondominance in market performance, US bank outperformance, the Fed minutes, and de-dollarization. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Subscribe to the Weekend Reads: www.fjellcapital.com/weekend-reads Become a client of F...

On this week’s episode Tom, Jacob, and Dan talk about how your biggest asset should be your best assets, the job numbers, what central banks around the world are doing, Jamie Dimon’s annual letter shareholders, the broad commodity rally, and a fresh perspective on how to choose people in your life. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Su...

On this week’s show Tom, Jacob, and Noah mix it up by leaning into a new show structure. We talk about how high fixed costs can lead to the death of your financial life, why the stock market makes you feel bad, home prices across the US, Apple’s buy now pay later product launch, the dying metaverse, and what to pack when the weather turns bad. Email us at laminatemoneypodcast@fjellcapital.com for...

On this week’s episode Tom, Jacob, Dan discuss what credit default swaps are and why they are so heavily watched (especially today), the tech market’s insane 2023 rally, the Fed’s decision, the bond market’s volatility, and Hindenburg Research’s latest attack on Block. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. The Good Was the Techcession in...

On this week’s episode Tom, Jacob, and Noah talk about updates in the financial sector, the mass inflows to CDs and money market funds, the safety of your money, AI, and more layoffs. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. • An interesting question to ponder o Does more money make you better at managing your money. • The Good o While the s...

Description: On this weeks episode Tom, Jacob, and Carissa talk about the recent rout of banks that experienced major drawdowns and mini crises, the Powell Congressional testimony, as well as the Friday payrolls report. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Subscribe to our newsletter: Weekend Reads The GoodI believe this last week will p...

On this week's episode, Jacob, Tom, and Carissa talk about Eli Lilly's announcement of a 70% reduction in insulin costs, which is a huge deal as about 1 in 10 Americans have diabetes. We also discuss Americans piling on debt, the moon's new time zone, the Chinese lab leak, Arm listing on the NY Stock Exchange, and once-in-a-generation snowfall in California. Email us at laminatemoneypodcast@fjellc...

On this week’s episode we welcome Carissa Geske back to sub 0 temperatures from her long vacation to Thailand. On today’s show we talk about how the weather may affect jobs, how the seasonality of jobs may have changed, reviewing the anniversary of the war in Ukraine, big tech’s latest lawsuit, and a ton of other super interesting topics that happened in the markets last week. Email us at laminate...

On this week’s episode Jacob, Dan, and Noah discuss this week’s key economic data points including retail sales, employment, and inflation. They also discuss US debt, the housing market, the Ohio chemical spill, and more on Q4 earnings.  Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes: The Good: Consumers are spending us into a no l...

Show Notes The Good:  Nasdaq off to its best start since 1991 (substack.com) The Bad:  Mass Layoffs or Hiring Boom? What’s Actually Happening in the Jobs Market - WSJ The Comical:  Alphabet shares dive after Google AI chatbot Bard flubs answer in ad | Reuters Head Scratcher of the week:  IBM Global AI Adoption Index 2022 What is going on? I Tried Microsoft’s New AI-Powered Bing...

On this week's episode Carissa, Jacob and Noah Gjesdahl talk about what the Fed did at the February meeting, the rollover of the nice to have parts of our economy, where Jim Cramer stands on Meta, US debt, and JP Morgan's big bet on timberland. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: Jerome Powell seems to be getting do...

On this week's show special guest, Dan Schuster, Wealth Advisor at Fjell Capital, joins Carissa and Jacob. On this week's show, we talk about the tech rally, the 60/40 portfolio, earnings, money supply, and the most recent Hindenburg report on fraud at Adani Group.  Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: Don't los...

On this week's episode Tom, Carissa, and Jacob discuss what a mild recession is, year-to-date market performance, the extraordinary measures the Treasury has to take, and the signs that we are really in a recession today. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Tom and Jacob are Registered Representatives of Sanctuary Securities and Investm...

Tom, Jacob, and Carissa discuss the 6.5% read on the consumer price index, the big bank's earnings results, and the future of the economy. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: Inflation YoY was 6.5% but declined month over month The Bad: California is flooding , but it still hasn't had enough rain to bring it out of...

Show Detail Note On this week's show Tom, Carissa, and Jacob talk about the recent payroll report and what it means for inflation, the new search engine that is disrupting Google, and how housing could get more affordable in 2023. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: Wage growth is slowing , a good sign for inflation...

On this week's episode Tom, Jacob, and Carissa talk about 2023 and what could happen in the economy, markets, and people's lives. Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: What's going to happen next year in markets The Bad: The SPAC boom ended with a frenzy of liquidation The Comical: Bitcoin's 2023 price target Head Scr...

Investors are excited to move on from 2022 because it's been a bad year. Nobody knows what's going to happen in 2023, but we hope for a better one. On this week's episode Tom, Jacob and Carissa talk about 2022's awards - The Biggest Win, Loss, Good, Bad, Failure and Quote of the year. Show Notes • The Good of the Year: Speculation is almost out of the market. • The Bad of the Year: 2022 was weird...

On this weeks episode Tom, Carissa, and Jacob discuss the rolling over of inflation, why the Fed isn't reacting the way the market wants, the criminal charges on SBF, the SEC's attack on retail brokers and finfluencers, and more. Email us at laminatemoneypodcast@fjellcapital.com for questions and suggestions for future topics Show Notes The Good: Inflation is falling The Bad: The Fed isn't budging...

On this week's episode Tom, Jacob, and Carissa talk about Robinhood's 1% match, PepsiCo's laid off employees, Elon's genius on regaining ad revenue, Microsoft's bone with the FTC, and Campbell’s stellar quarter. Feel free to shoot us an email at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. Show Notes The Good: China eases Covid restrictions The Bad: PepsiCo...