Capitalist Investor

Subscribe to The Capitalist Investor Are moving theaters going extinct? What will it take for a movie theater to survive? What will the value proposition need to change to? In this episode of The Capitalist Investor, we talk about how the COVID-19 pandemic impacted this industry. We touch on where the stocks are at, the bombshell that Warner Bros. dropped, and whether or not we see a recovery comi...

Subscribe to The Capitalist Investor What is a special purpose acquisition company (SPAC)? What is its purpose? What is the risk versus reward with a SPAC? Should you invest in one? To be honest, we had no idea what a SPAC was until recently. We aren’t alone— many people don’t know how it works or how it affects their investments. So in this episode of The Capitalist investor, we break down these...

Subscribe to The Capitalist Investor IPOs have been all the rage . So in this episode of The Capitalist Investor, we made a list of 15 IPOs that will be launching soon. We share what they are, what their valuation looks like, and whether we would “buy” them or hit “pass.” If you want a candid take on the world of IPOs, don’t miss this episode!  Outline of This Episode [1:07] The 15 hot upcoming IP...

Subscribe to The Capitalist Investor Bitcoin has been all the buzz as it has regained its prior high from 2017 ($19,500). It has been bumping right up against $20,000 and is coming back to the forefront of investor’s minds. People are even starting to refer to it as digital gold . But does it deserve that designation? Where do we think it’s going? Should you buy it? How much should you buy? We cov...

As of the date of recording this episode, there have been 12.6 million confirmed cases of COVID-19 in the US and 260,000 deaths. So a lot of people are reigning in their holiday plans—which we believe will lead to a significant increase in holiday spending. Black Friday and Cyber Monday were huge days in the past. 42% of consumers started holiday shopping earlier than normal because there’s nothin...

Subscribe to The Capitalist Investor As of Wednesday, November 18th the Cleveland Browns are 6-3. If they go 8-8 it will be their first non-losing season since 2007 . So in this episode of The Capitalist Investor, we thought it would be fun to go through and compare some of the players and coaches on the Browns to stock categories. Don’t miss this fun episode! Outline of This Episode [3:41] Myles...

Subscribe to The Capitalist Investor Anyone watch Dave Portnoy’s One Bite Pizza Reviews ? In the spirit of Dave’s review system, we’re going to do our own Barstool Pizza Ratings—but for stocks. Listen to this episode of The Capitalist Investor to see how we rate different sectors of the stock market based on how we think they’ll perform. Don’t miss this fun episode! Outline of This Episode [1:27]...

As of the day of recording this episode (Thursday, November 5th), we still don’t know who’s won the election. But rather than dwell on the negatives, we want to focus on what we’re thankful for in 2020. What positive things can we focus on in 2020 despite everything that’s happened? In this episode of The Capitalist Investor, we take a step back and focus on the good things that have happened this...

Subscribe to The Capitalist Investor Traditional asset allocation models are going extinct . The 60% stocks 40% bonds portfolio split that you’ve been taught your whole life isn’t going to work like it used to. It’s time to think differently. When we came out of the global financial crisis, we could “set it and forget it” because interest rates on bonds were coming down.  As interest rates go up f...

Subscribe to The Capitalist Investor Now that everyone has spent a significant amount of time in their homes due to the Coronavirus pandemic, we’re seeing a surge in home improvements. People are pulling money from the vacations that they would’ve had and are investing it into their home. But be careful—some improvements won’t add value. Which 11 improvements are worth investing in? What will rais...

What stocks will be election-proof? Will certain categories hold up no matter who is elected in November? In this episode of The Capitalist Investor, Derek and I share our take. Whether the country goes red or blue these stocks are tried and true . No matter who wins, these stocks belong in your portfolio. Check it out!  Outline of This Episode [1:05] We talk election-proof stocks [3:07] The fanta...

Subscribe to The Capitalist Investor What stocks are SO spooky that we recommend you run away fast? What stock picks hold more risk than reward? When we build out stock portfolios, there are only a finite amount of positions. So we aren’t going to take gambles. We’re trying to get the best ideas in there and avoid the loser picks. So in this episode of The Capitalist Investor, we share some “spook...

Subscribe to The Capitalist Investor The first presidential debate was nothing short of a clown show. The market hates uncertainty. The presidential debate debacle didn’t help on that front. Trump should’ve won the debate. Instead, he gave Biden a low threshold to overcome. Chris Wallace was getting railroaded with zero control of the debate. What does this mean for the upcoming debates? What does...

Subscribe to The Capitalist Investor What do Snowflake, TikTok, and tech stock all have in common? They’re ALL trending news this week. In this episode of The Capitalist Investor, we’re sharing our take on the latest news. We talk about how the Snowflake IPO broke records. We talk about how TikTok has taken the world by storm. We’ll also share our thoughts on the tech pullback. Don’t miss it! Outl...

Subscribe to The Capitalist Investor Apps like Robinhood, Acorns, and Stash have disrupted the investment industry. When Robinhood launched a zero cost-per-trade platform, it forced the big three (TD Ameritrade, Schwab, and Fidelity) to follow suit. But these trading apps are doing more than just impacting trade costs. How are the trading apps impacting and changing the game of investing? Is it fo...

Subscribe to The Capitalist Investor Football is BACK ! At least for now, the NFL season is kicking off, 6,000 fans are allowed in the Browns Stadium—and we couldn’t be more excited. So Derek and I thought this would be the perfect time to talk about the rise of sports betting. In this episode of The Capitalist Investor, we share some pertinent stats, talk about the expected growth of the industry...

Subscribe to The Capitalist Investor Dave Portnoy has taken the internet by storm. He is the founder of Barstool Sports, which he sold, and now he’s worth well over $100 million. He loves gambling on sports, so of course, the natural segue was for him to create a day-trading firm. He posts videos that are absolutely hilarious and coined the phrase “Stocks only go up.”  During the Coronavirus Crisi...

Subscribe to The Capitalist Investor There are a lot of incorrect financial plans out there. The last thing you want is to think you have the perfect retirement planned—only to find out you’ll come up short. Many companies or financial advisory firms advertise “free” or “cheap” goal-based retirement plans. The truth is, anyone can generate a goal-based plan—but why do we think that’s not good enou...

Subscribe to The Capitalist Investor What are the 5 things you can do NOW to retire early? Is it even feasible? What would your life have to look like to retire by 30? What about by age 40? In this episode of The Capitalist Investor, we share 5 things that we think are key to building a retirement income—and if we think it’s possible. We also share what you can do to get ahead as quickly as possib...

Subscribe to The Capitalist Investor The question in everyone’s mind as they await the approaching election is: “What’s next for my investments? Where does the market go from here?” The stock market is seeing gains that won’t be reflected in the economy for a while. In this episode of the Capitalist Investor, we talk about where the market was during the Obama administration, where it is now, and...

Subscribe to The Capitalist Investor The staycation trend is here to stay. Everyone has been forced to live in their homes 24/7 for months on end. Thousands of vacations have been canceled. And people are realizing that they can invest money into their homes to make them a place they actually want to be. People are investing in remodels, building patios, installing pools, and even putting in home...

Subscribe to The Capitalist Investor Some people think we should convert all of our cash to gold and hide in a bunker for the rest of our lives. Others think we should invest all of our money into Bitcoin because they believe it will grow from $9,000 to $1 million. While both of these scenarios seem ridiculous, it’s important to talk about how they both fit into your investment strategy. In this e...

Subscribe to The Capitalist Investor The Paycheck Protection Program (PPP) loan recipients are being targeted and shamed by the mass media and social media. Why is this happening? Why is a smear campaign of businesses running rampant right now? In this episode of The Capitalist Investor, we talk about the misconceptions being perpetuated about the PPP loan, why they’re unfair, and what we should b...

Subscribe to The Capitalist Investor In this episode of The Capitalist Investor, we have the honor and privilege of speaking with Rob O’Neill. Rob is a former Navy SEAL and special operator and he's one of the most highly decorated combat veterans of our time. He was a team leader with a Naval special warfare development group—otherwise known as SEAL Team Six .  He's been deployed more t...

Subscribe to The Capitalist Investor Why do you need a financial backup plan? Because we don’t know what the future holds . Some people set to retire in 2020 may have lost up to 20% of their portfolio with the recent crisis. Or you might have cold feet about retiring with how uncertain life is right now. Or you may be one of the thousands who was let go this year and are retired by default. If you...