Capitalist Investor

Mark and Derek discuss the meme stock mania.  Everyone is talking about how these stocks are changing the way some people look at investing in the market.   A flurry of individual investors, spurred on by Reddit’s WallStreetBets community, has sent share prices soaring in companies that Wall Street had largely forgotten. And plenty of people have seen substantial gains in a short period of time. W...

About 69 million Americans now say Covid prompted them to change their retirement timing. That’s up slightly from 68 million as of May 2020. Mark & Derek discuss what has impacted people's retirements that caused people to push back their retirement.   What caused this?  What decisions were made that forced this?  Are you one of these people? Outline of This Episode [5:44] Retirement savi...

Mark and Derek will continue their discussion on how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax i...

Part one of how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax increases are passed? OUTLINE OF THIS...

Subscribe to The Capitalist Investor What is activist investing? When an activist investor buys into a company, is it good or bad? In this episode of The Capitalist Investor, we’ll share what an activist investor is and what they do. We’re also going to dissect 13 different stocks that activist investors recently bought into—and whether or not we think that’s a good move. Don’t miss it! Outline of...

Time Horizon and Its Impact on Your Investment Strategy, Ep #76 What is the importance of time horizon in building out your unique investment strategy? If you’re getting advice from TV, Twitter, and podcasts but your time horizon is different from theirs, you could be getting things all wrong. That’s why you need to incorporate a time horizon into your investment selection process. We talk all abo...

Subscribe to The Capitalist Investor Sell in May and go away stems from a saying in England, “Sell in May and go away and come back on St. Leger’s Day.” St. Leger’s Day is the last leg of the British Triple Crown (horse race) around mid-September. Everyone wanted to head out to the country to escape the heat. The basic gist of this saying is that from May–October the stock market experiences what’...

Subscribe to The Capitalist Investor Where is the crypto market right now? Should you buy Bitcoin, Ethereum, Dogecoin, and other crypto? The crypto craze is forging ahead at record speeds, so we’re revisiting the topic. In this episode of The Capitalist Investor, we cover where the crypto market is, a strategy you can use to begin buying it, and talk about the popular options available today. Chec...

Subscribe to The Capitalist Investor The NFL Draft is here! Even better, Cleveland is hosting it this year. So we decided this week we’re going to parallel the NFL draft with the stock market. How does drafting the best players in the country compare to picking stocks? Even bigger question—who will the Browns pick? Don’t miss this draft-themed episode! Outline of This Episode [3:02] Comparing the...

Subscribe to The Capitalist Investor In this episode of The Capitalist Investor, we pick up where we left off a couple of weeks ago with the top 10 retirement planning tips for 2021! We cover the remaining 5 tips that Forbes recently covered in their article. Which ones are worth your time and investment? Listen to find out! Outline of This Episode [1:18] #6: Practice retirement spending now [3:37...

Subscribe to The Capitalist Investor The housing market is on fire . There are 1.45 million licensed realtors in the US but only 1.03 million existing homes for sale in the US. Inventory has plummeted as houses are bought off the market left and right. Where do we see the housing market going? Should you consider buying a home? Listen to this episode of The Capitalist Investor for our thoughts! Ou...

Subscribe to The Capitalist Investor What are the top 10 retirement planning tips for 2021? Forbes recently wrote an article outlining their top 10 tips—but are they legitimate? In this episode of The Capitalist Investor, we dissect their article and share what we think is the better strategy. Check it out! Outline of This Episode [1:14] Tip #1: Be ready for early unplanned retirement [3:07] Tip #...

Subscribe to The Capitalist Investor The latest $1.9 trillion stimulus package—that included $1,400 per person—started hitting bank accounts recently. A recent report from Deutsche Bank looking at people between 32–54 years old, found they were planning to spend 37% of their checks on stocks. Half of those ages 25–34 planned to invest 50% of their stimulus money on stocks. With an upswing in spend...

Subscribe to The Capitalist Investor Nate Fisher and Luke Lloyd join me in this episode of The Capitalist Investor to talk about the golden rule of investing: Don’t be dumb. Don’t do things you shouldn’t be doing. It seems simple, right? So what are some dumb decisions we seen people make? What should you do instead? Listen to learn more! Outline of This Episode [1:00] The Golden Rule of Investing...

Subscribe to The Capitalist Investor People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified st...

In this special throwback episode of The Capitalist Investor, Derek and I cover 5 behavioral finance errors to keep in mind (and steer away from):  confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. If you need to make better decisions with your portfolio, this is a can't-miss episode! Outline of This Episode [1:22] Misbehavior costs you ...

Subscribe to The Capitalist Investor Warren Buffett has been making a lot of portfolio moves. He recently sold 11 stocks—and then bought 10. We won’t dissect all of them but we do want to talk about the common themes. What sticks out? What confuses us? Would we make any of the same trades? Listen to this episode of The Capitalist Investor to learn more! Outline of This Episode [2:03] Warren Buffet...

Subscribe to The Capitalist Investor Now that we have a blue president and senate, it’s looking like Cannabis will be federally legalized. That means the entire legalization process will be accelerated across the US. We see opportunities opening up in US-based cannabis companies. But are you too late to the game? Or will momentum continue to push things in a positive direction? Listen to hear our...

Amazon is the 2nd largest company in the entire world . It’s in most of our client’s portfolios. So everyone’s big question is: Will Amazon stay healthy n ow that Jeff Bezos is stepping down as CEO? What does this mean for Amazon? What are his next steps? In this episode of The Capitalist Investor, we look at how Amazon was started, how it’s grown, and where we see it heading. Don’t miss it!  Outl...

Subscribe to The Capitalist Investor What should you implement in your day-to-day investing? What are some key things you can do to improve your probability of successful investing? In this episode of The Capitalist Investor, we share six actionable lessons investors can take and implement now . Don’t miss it! Outline of This Episode [1:42] 6 Actionable Lessons for Investors  [2:28] Lesson #1: Nob...

Subscribe to The Capitalist Investor We are proud of the Browns and the Bills. The rust belt old school teams did well this year but sadly didn’t make it all the way. The Super Bowl has come down to the Chiefs vs. the Bucs. Who will win? What are our predictions? What does the Super Bowl Indicator tell us about how the stock market will do in 2021? Listen to this bonus episode of The Capitalist In...

Subscribe to The Capitalist Investor What is happening in the stock market with GameStop and AMC? Is it good? Should it be happening? Is it even legal? In this episode of The Capitalist Investor, we dissect what’s happening and why it could be dangerous for the average retail investor. Outline of This Episode [1:10] The background on GameStop and AMC [4:20] The lowdown on short-sellers [11:11] Why...

Subscribe to The Capitalist Investor There have been 23 presidents since the inception of the stock market, starting with Benjamin Harrison (who was president from 1889-1893). Who are some clear winners? Who are the clear losers? Why? In this episode of The Capitalist Investor, we are going to judge presidents based on their stock market performance throughout their presidency. We will share the f...

Subscribe to The Capitalist Investor What is the January Effect? People are so hung up on what happens in the stock market in January. There are so many sayings, hypotheses, and old wives' tales. Are any of them true? In this episode of The Capitalist Investor, we debate this highly-contested and long-standing wives’ tale. We walk through calendar effects, market anomalies as a whole, and why...

Subscribe to The Capitalist Investor Hundreds of people show up at gyms across the country on January 1st because their new year's resolution is to eat better and lose weight, right? But what about your financial fitness routine? Are you going to maintain the results you’ve achieved with your finances? Or are you going to set and reach new goals? In this episode of The Capitalist Investor, we...