Capitalist Investor

Subscribe to The Capitalist Investor Who is going to win the 2020 election? Will Trump be reelected? Or will Biden knock out the incumbent president? In this episode of The Capitalist Investor, we handicap the 2020 election. There are a lot of things we can watch to determine who might win the election in November. We’ll talk about some statistics about the election, look at the accuracy of polls,...

Subscribe to The Capitalist Investor What should your post-crisis investment playbook look like? How should you adapt your portfolio to fit the “new normal” that we’re engrossed in? There will be clear winners and losers moving forward. Absent a cure or vaccine for COVID-19, you can’t expect stocks to get to levels they were before this. You’re going to need a different investment strategy. In thi...

Subscribe to The Capitalist Investor “Is a vacation home an investment?” This is one of our commonly asked questions. So in this episode of The Capitalist Investor, Derek and I dissect the pros and cons of purchasing a vacation home. We run the numbers and share the data. In the end, you’ll find out if a vacation home is an investment worth your time and money—or a second home purely for enjoyment...

Subscribe to The Capitalist Investor Do you remember your first investing experience? Do you remember the lessons you learned from that experience? In this episode of The Capitalist Investor, Derek and I talk about our investing experiences and how it shaped our worldview. We talk about baseball cards, Mr. Coffee, and how they each impacted our views on investing. Don’t miss this fun episode!  Out...

Subscribe to The Capitalist Investor Every recession has been preceded by some sort of ‘bubble’. The dot-com bubble was because internet-based companies were over-valued significantly—until their lack of revenue was brought to light and that bubble burst. The 2008 housing market crash was largely due to a real estate bubble and people receiving NINJA loans (No income, no jobs, no assets).  In this...

Subscribe to The Capitalist Investor Joe Rogan can be described as the podcast king and likely has THE #1 podcast in the US. In one month of 2019, he averaged 190 million downloads. He has 8.4 million subscribers to his YouTube channel. He's an inspiration for the little guys. Joe recently signed a deal to move his podcast from YouTube to Spotify—an agreement making him north of $100 million...

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Subscribe to The Capitalist Investor Mark Tepper on Twitter: @MarkTepperSWP Todd Gordon on Twitter: @toddgordonria

Subscribe to The Capitalist Investor What do Elon Musk and Michael Jordan have in common? Capitalism . While Elon claims he’s a socialist, many of his words and actions prove otherwise. The docuseries “The Last Dance” that heavily features Michael Jordan is trending right now—it flaunts a VERY capitalist comment from Michael. Listen to this episode for a spirited discussion about capitalism—and ho...

Subscribe to The Capitalist Investor The COVID-19 pandemic has made one of the biggest impacts on the world of sports since World War II—when the Olympic games were canceled twice . The NFL, NBA, NHL, MLB, etc. have all had their seasons suspended or impacted in one way or another. While it may seem low on the list of priorities, the psychological impact of cancelling sporting events can be devast...

Kenny Polcari kenny@kacecapitaladvisors.com Twitter: @KennyPolcari https://www.slatestone.com/2020/05/time-to-celebrate/

Subscribe to The Capitalist Investor Some weird things are happening in the economy—unemployment rates are climbing, but the stock market is performing . There is a complete disconnect happening. Why is that dangerous? The market has gotten ahead of itself. We don’t want our listeners diving back into stocks headfirst only to get blindsided when we see a nosedive in the market again.  So who are t...

Subscribe to The Capitalist Investor Passive investing has been all the rage—while active management has been slammed over the last decade. Why is that? Why does passive investing fare so well? Listen to this episode of The Capitalist Investor to hear why we think the tides are turning. We are going to see a shift towards active investing.  Outline of This Episode [0:16] Why passive investing has...

Subscribe to The Capitalist Investor Antibody testing will be a game-changer when it comes to relieving the fear in the United States and around the world. The media has only served to spread fear and panic, eventually leading to the closure of most of our economy. Done under the guise of “saving lives”—what is it costing us? Over 20 million people unemployed? A steep recession, if not an economic...

Subscribe to The Capitalist Investor What will the psychological impact of the recession look like? What are the short, medium, and long-term impacts of the economic shutdown on consumers and business owners? Will the economy reopen May 1st? Or be pushed further out—possibly to June 1st? In this episode of The Capitalist Investor, Derek, Nate, and I discuss what our future may look like. It’s an e...

Subscribe to The Capitalist Investor In this episode of The Capitalist Investor, Nate Fischer—the Chief Investment Strategist at Strategic Wealth Partners—joins me to hash out: Are we in a bull market or a bear market ? We chat about how our current situation compares to the housing market crash. We also talk about GDP, when we will emerge from this recession, and when the economy and stock market...

Subscribe to The Capitalist Investor What do you do if you’re retired and you need to withdraw money from your retirement portfolio to sustain your standard of living? No one wants to sell their stocks when the market is down 20%—and it’s NOT the smart thing to do. But what options are available? In this episode of The Capitalist Investor , Derek and I share 3 spending strategies that help you avo...

Subscribe to The Capitalist Investor The Coronavirus is front and center and has left us all wondering: What do we do with our portfolios? Do we position ourselves to take advantage of the rebound when it happens? April 1st is the beginning of a new quarter and when most people rebalance their portfolio. In this episode of The Capitalist Investor , Derek and I talk about how you should position yo...

Subscribe to The Capitalist Investor There is no question that we have a student loan problem in our nation, many are calling it a crisis. All of the candidates for President of the United States are touting solutions to the problem, as they should be. How did the student loan crisis come about in the first place? Whose fault is it? Some of the Democratic candidates today are blaming Capitalism, b...

Behavioral finance is an important topic to be mindful of as you manage your portfolio. Misbehavior will cost you dearly . So what do you avoid? How do you make smart decisions? In this episode, Derek and I cover 5 behavioral finance errors to be mindful of— confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. Listen to this episode if you want t...

Subscribe to The Capitalist Investor Here’s the deal : A Joe Biden presidency will impact the economy and your portfolio—likely not in a good way. Literally. I’m serious. That’s not Hyperbole. Anyway, ‘ Bidenisms’ aside, he has taken the lead and is expected to win the Democratic nomination. In this episode, we’ll talk about Biden’s policies, the impact of his presidency, and how it will affect in...