Beckonomics Podcast

In the latest episode of Beckonomics, the discussion delves into the changing dynamics of cash as an investment. The conversation begins by exploring how cash, once considered "trash" due to its lack of yield, has recently emerged as a safe haven for investors during the pandemic.   The podcast examines the performance of cash, highlighting how it has significantly outperformed broader m...

In the latest episode of Beckonomics, Victor and Hunter delve into the complex geopolitical landscape and its impact on global markets, particularly the oil industry. The discussion begins by examining the recent tensions in the Middle East, where Iran conducted a significant strike against Israel, leading to heightened regional tensions. However, they note that the US markets remain relatively in...

In the latest episode of Beckonomics, Victor and Hunter discuss how this is impacting both home buyers and sellers. They analyze the factors that have led to a stagnant market in recent years, such as low supply and existing homeowners staying put due to low interest rates. With financing now more affordable, the episode examines how lower rates are encouraging more new home buyers to enter the ma...

In the latest episode of Beckonomics, Victor and Hunter discuss the Fed meeting and implications of the sizable rate decrease. They explain how the cut impacts borrowing, lending, bond yields and consumer spending. A major focus is Jerome Powell's post-meeting press conference, where his dovish and optimistic tone on the economy and job market is emphasized.  The dual mandate of inflation and...

In the latest episode of Beckonomics, Victor and Hunter dig into the crucial distinction between qualified and unqualified accounts, and how understanding this difference can significantly impact one's financial future. They explain that qualified accounts, such as IRAs and 401(k)s, offer tax-advantaged growth, allowing for either pre-tax contributions (traditional) or tax-free withdrawals (R...

In the latest episode of Beckonomics, the discussion revolves around the transformative changes within the utility sector, primarily influenced by the surge in electric vehicles (EVs), data centers, and artificial intelligence (AI). These factors are anticipated to substantially increase power usage, projecting a doubling of demand by 2026 and a 38% escalation by 2040. The episode explores the ong...

In the latest episode of Beckonomics, the discussion centers around the crucial balance between emotional reactions and logical investing, particularly during times of market volatility and significant events like elections. Listeners will discover how emotions can cloud judgment and the importance of having a professional advisor to help distinguish between feelings and sound investment decisions...

In the latest episode of Beckonomics, Victor Beck sits down with Beck Capital Management’s longest tenured advisor Jerry McIlhon to discuss advanced investment strategies and the importance of building strong client relationships. The discussion centers around the creation of individualized portfolios that are meticulously tailored to align with each client's unique risk tolerance and investm...

In the latest episode of Beckonomics, the discussion centers on the rise of Buy Now, Pay Later (BNPL) services and their implications for consumers. While these services offer convenience and increased spending power by allowing purchases to be paid for over time, they also come with significant risks. The speakers explore the ease of access and the lack of credit checks that make BNPL appealing b...

In the latest episode of Beckonomics, the discussion centers on the Federal Reserve's ongoing battle with inflation and its pivotal rate decisions. Emphasizing the importance of data-driven choices, the conversation explores the critical need for the Fed to avoid lagging in its inflation fight. The speakers debate the recent rate cut decision and its potential ramifications on the labor marke...

In episode 21 of Beckonomics, Victor and Hunter debate between passive and active investing. The discussion explores the ease and long-term growth potential of passive investing, while also examining the customization and strategic advantages of active management. Key topics include tailored investment strategies for various stages of wealth accumulation, diversification, and risk management. The...

In this episode of Beckonomics, the Victor and Hunter delve into the recent Federal Reserve interest rate cuts and their multifaceted impacts on the economy. They explore how these rate reductions, driven by market pricing and labor market softness, stand to benefit companies with significant debt loads, banks, and consumers. The discussion highlights the anticipated boost to the commercial real e...

In episode 19 of Beckonomics, Victor and Hunter delve into the recent performance of the S&P 500, highlighting the surge driven by mega-cap tech companies amid the Fed's rate hiking cycle and the AI boom. They discuss the expected market expansion as interest rates drop, leading to promising returns from mid-cap and smaller companies. The conversation explores the impact of interest rates...

In Episode 18 Of Beckonomics Victor and Hunter delve into the escalating federal deficit and debt, projected to exceed 100% of GDP by 2025. They discuss the pressing need for fiscal discipline in light of the government's fiscal policy and recent credit rating downgrade. With the US interest burden equaling non-discretionary spending, the conversation highlights the urgent pressure on the gov...

In episode 17 of Beckonomics, Victor and Hunter explore effective strategies to protect finances in an inflationary environment. Inflation impacts everyone, from consumers to investors, and understanding how to navigate its challenges is crucial. This episode explores the implications of rising inflation on personal finance, mortgage rates, and the stock market. The episode begins by examining how...

In Episode 16 of The Beckonomics Podcast, Victor and Hunter explore the intricate relationship between presidential elections, tax policy, government debt, and their significant impacts on financial markets and investing in this insightful podcast episode. The discussion covers how US presidential elections shape market trends and influence investment strategies by analyzing past election cycles a...

In episode 15, Victor Beck, Vice President of Investment Research, and Hunter Beck, Vice President of Equity Analysis for Beck Capital Management, discuss the investment opportunities in cryptocurrencies and blockchain technology for investors. Cryptocurrencies and blockchain technology offer significant benefits for investors. Cryptocurrencies provide opportunities for high returns due to their v...

In episode 14, Victor Beck, Vice President of Investment Research, and Hunter Beck, Vice President of Equity Analysis for Beck Capital Management, discuss why investing in all time highs can be a good thing. When stocks reach new peaks, it often signifies strong underlying fundamentals and positive investor sentiment. This momentum can drive further gains as confidence in the market grows. Additio...

In this episode, Hunter and Frank Beck of  Beck Capital Management discuss the costly impacts of rebalancing your portfolio. While traditionally recommended for maintaining asset allocation, can have costly impacts. Frequent rebalancing incurs transaction costs, including brokerage fees and taxes on capital gains, which can erode overall returns. These costs are particularly detrimental in taxable...

In this episode, Victor Beck, Vice President of Investment Research, and Hunter Beck, Vice President of Equity Analysis for Beck Capital Management, discuss the impacts the housing market is having on Americans. With the housing market is experiencing significant difficulties due to a combination of factors. A critical shortage in housing supply has driven home prices to historically high levels,...

In this episode Victor and Frank Beck discuss the benefits of having a financial advisor. From maximizing tax benefits to alleviating financial stress, advisors play a pivotal role in guiding individuals towards financial success. Discover how advisors offer personalized financial planning strategies tailored to your goals and risk tolerance, helping you navigate complex investment decisions with...

In this episode the Beck brothers delve into the investment opportunities with AI.  From predictive analytics to automation, AI is revolutionizing the investment landscape, offering investors unprecedented insights and strategies. Discover how AI-powered algorithms are enhancing portfolio management, identifying market trends, and unlocking new avenues for growth. Gain valuable insights into the i...

In this episode, the Beck brothers delve into the recently released Consumer Price Index (CPI) data for April, which was published on May 15th. We provide a comprehensive analysis of how the latest CPI figures influence the Federal Reserve's economic outlook and policy decisions.  The discussion covers various critical aspects, including the sectors that remain resilient despite the pressure...

In episode 8 of Beckonomics, Victor and Hunter discuss the importance of a balanced 60/40 portfolio allocation. A 60/40 portfolio allocation is typically recommended where 60% of assets are invested in stocks and 40% in bonds, to achieve long-term financial goals. This approach provides a diversified portfolio, blending equity (stocks) and fixed income (bonds) to manage risk and optimize returns....

In this episode, hosts Victor and Hunter Beck discuss the April stock market pullback through the lens of: Technical Excesses Sentiment and Positioning Geopolitical Events Fed Policy