Beckonomics Podcast

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent SpaceX IPO, along with the future IPOs of OpenAI and Anthropic. SpaceX was the largest IPO in history and has widespread ramifications on the US stock market. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs o...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of bond yields and the reasons behind their rapid increase. They break down the causes based on short, medium, and long-term economic rationale. When US bond yields rise rapidly, there are ramifications for global financial markets, including equity markets. Opinions expressed are the general views of Beck Capit...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of Private Credit. With recent turbulence in the sector, it is a timely conversation. After years of accumulating assets quickly, the Private Credit sector is experiencing some of its first stress as assets (try to) flow out of the market. This conversation focuses on Direct Lending, but has implications for man...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent ceasefire in Iran, stock market reactions, and future investment implications. They cover the economic impacts of displaced oil markets, the Fed's reaction, and portfolio considerations. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scenarios and discuss portfolio positioning amid increased uncertainty. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to...

In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors should look out for. The full 2026 Outlook can be found here: https://beckcapitalmgmt.com/blog/outlook-2026-broadening-horizons/ Opinions expressed are the general views of Beck Capital Manag...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook and the major macro themes to keep an eye on. This is episode two of a three-part series, covering year-ahead expectations. The full 2026 Outlook can be found here: https://beckcapitalmgmt.com/blog/outlook-2026-broadening-horizons/ Opinions expressed are the general views of Beck Capital Management LLC. The top...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook for AI and strategic industrials & materials. This is episode one of a three part series, covering year-ahead expectations. The full 2026 Outlook can be found here: https://beckcapitalmgmt.com/blog/outlook-2026-broadening-horizons/ Opinions expressed are the general views of Beck Capital Management LLC. The...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the latest Fed action, their trajectory, and what they expect to come next. Interest rates are vital to the economy, and each move changes business calculus. How will this affect equities, from the mega-cap tech companies focused on developing AI solutions, to small and mid-cap companies trying to expand operations? Opinions expr...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the drivers behind recent market action, the current state of corporate earnings, and what they're expecting for the rest of the year. NVIDIA earnings showed impressive growth, but price action was negative - what gives? Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss recent earnings reports, the state of the economy, and that of corporations. Does strong corporate performance stem from strong underlying economics, or are the two moving independently? Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss Gold's incredible year-to-date performance, it's drivers and future prospects for the yellow metal. They address the top forces that have delivered gains, other precious metals and international actions that have led to investment returns. Opinions expressed are the general views of Beck Capital Management LLC. The topics...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent government shutdown. What does this mean for our daily lives, federal employees, and financial markets? The hosts cover historical shutdowns and expectations for the current one. What happens to financial markets when the government goes home? Opinions expressed are the general views of Beck Capital Management LLC. The...

In the latest episode of Beckonomics, Victor and Hunter Beck revisit investing at all-time highs. They present the data and walk through important considerations when investing. With the market continuing to notch new all-time highs, this is an important and timely conversation. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss retirement accounts, the options you have, and how to choose between your options. They also discuss Roth conversions, key considerations to make, and how to use them to your retirement advantage. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to a...

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the tariff math that no one's talking about. They cover how tariffs are calculated, their effect on consumer goods, inflation, and investment implications. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any list...

In the latest episode of Beckonomics, Frank Beck, President and Chief Investment Officer of Beck Capital Management, joins Victor to discuss Annuities - providing insight into different styles of annuity, what to watch out for, alternative investment options to achieve retirement goals, and what to do if you currently own an annuity. Opinions expressed are the general views of Beck Capital Managem...

In the latest episode of Beckonomics, Victor and Hunter discuss Q2 highlights and their outlook for the rest of 2025. They cover Currency Markets, The Federal Reserve and Interest Rates, Trade Deals, Geopolitics, and other important areas of interest. Video Chapters:00:00 Intro02:32 Quarter in Review11:47 Currency Markets19:13 Stablecoins & Cryptocurrency22:39 Federal Reserve & Interest Ra...

In the latest episode of Beckonomics, Victor and Hunter examine the US's efforts to establish a crypto reserve fund. The podcast discusses a range of crypto reserve funds, from the federal to individual state-level funds, as well as bitcoin-only and all-crypto funds. The discussion covering parallel state-level initiatives covers interesting and different market dynamics. The hosts draw helpful co...

In the latest episode of Beckonomics, Victor and Hunter delve deep into the complex world of currency dynamics, focusing on the US dollar's global significance. The podcast explores the intricate balance between strong and weak currencies, examining how exchange rates impact international trade, investment, and economic policy. The episode unpacks the US dollar's role as the global reser...

In the latest episode of Beckonomics, Victor and Hunter dive into the legendary investment career of Warren Buffett as he begins to step back from Berkshire Hathaway. They take listeners on a journey through Buffett’s incredible legacy—how a young investor from Omaha became one of the wealthiest individuals in the world. Victor and Hunter break down Buffett’s core investment principles in a way th...

In the latest episode of Beckonomics, Victor and Hunter take a deep dive into the ever-changing landscape of oil and natural gas. With oil prices falling 17% year-to-date while natural gas prices are on the rise, the duo unpacks what’s really driving these opposing trends. They explore key factors influencing oil markets, including production strategies from the Trump administration, OPEC’s ongoin...

In the latest episode of Beckonomics, Victor and Hunter dive into the nuanced landscape of Q1 earnings season, exploring the impact of tariffs and global trade tensions on corporate America. The podcast provides a comprehensive analysis of big tech earnings, highlighting the resilience of companies like Microsoft, Alphabet, and Meta, who continue to invest heavily in AI and data center infrastruct...

In the latest episode of Beckonomics, Victor and Melanie dive deep into the world of financial advising. With 21 years of experience, Melanie shares her unique journey from teaching to becoming a certified financial advisor and divorce financial analyst. The podcast explores the critical aspects of client relationships, as Victor and Melanie discuss the importance of clear communication, education...

In the latest episode of Beckonomics, Victor and Hunter dive deep into market uncertainty and its profound impact on financial landscapes. The podcast explores how uncertainty—stemming from geopolitical tensions, trade policies, and economic shifts—dramatically influences investor behavior and market dynamics. Using vivid analogies like comparing market investments to driving in challenging weathe...