The Investor Professor Podcast

In this episode of The Investor Professor Podcast , Dr. Ryan Peckham and Cameron dive into the headline-grabbing feud between Elon Musk and Donald Trump, complete with AI-generated tweets and rumors swirling around SpaceX contracts. They unpack the deeper implications of founder-led companies, how personal behavior from high-profile CEOs impacts stock prices, and what the market's recent “melt-up”...

On this episode of The Investor Professor Podcast , Dr. Ryan Peckham sits down with licensed mortgage broker Ashley Marx for a comprehensive and candid conversation about buying your first home or commercial property. Ashley, who helped Ryan purchase his first commercial building, breaks down the myths around down payments, closing costs, and how debt-to-income ratios really shape your buying powe...

Fresh off the finish line, Dr. Ryan Peckham and Cameron return from the London Marathon with stories of triumph, pain, and everything in between. In this episode, they break down the highs and lows of race day—from the grueling “pain cave” of mile 20 to the electrifying energy of the London crowds. Whether it's your first marathon or a major life goal, they explore how meaningful it is to chase so...

With recession fears back in the headlines, this episode is all about how to recession-proof your portfolio— no panic, just smart preparation . We’ll break down leading and lagging economic indicators, explore how different asset classes behave during downturns, and show you how to use market volatility to your advantage, whether you’re just starting or nearing retirement. Plus, we’ll cover which...

In this action-packed episode, Dr. Ryan Peckham and Cameron break down an historic two-week stretch in the markets defined by Trump’s "Liberation Day" tariff announcement, ensuing market turmoil, and an emotional rebound. The S&P 500 just experienced its worst four-day drop since 2008, only to be followed by one of the strongest one-day rallies in decades. From investor psychology and margin c...

In this episode of the Investor Professor Podcast , Dr. Ryan Peckham and co-host Cameron break down the volatile first quarter of 2025, noting declines across major indexes like the NASDAQ, S&P 500, and Dow Jones. They discuss the market’s reaction to new tariffs on foreign automobile components and how these policy changes may impact manufacturing, consumer sentiment, and, ultimately, earning...

The market is in flux, and uncertainty is at an all-time high—political shifts, tariffs, and the potential for 24-hour trading are all shaking up investor sentiment. Dr. Ryan Peckham and Cameron break down what’s happening, why emotions drive market moves, and how investor behavior evolves across generations. With the NASDAQ in correction territory and the Magnificent Seven stocks feeling the pres...

In this episode of The Investor Professor Podcast, we break down February’s unpredictable market movements, highlighting the NASDAQ’s decline, the S&P 500’s struggles, and the Dow’s relative strength. We explore key factors driving volatility, including earnings reports, political uncertainty, and shifting investor sentiment. Dr. Peckham also introduces the Relative Strength Index (RSI) as a v...

🎙 Investor Professor Podcast - Episode 159 🎙 In this week's episode, Dr. Ryan Peckham and Cameron dive into another volatile week in the markets , breaking down earnings reports from Palantir, Amazon, and Google . They discuss how political moves—especially Trump’s tariff announcements —are rattling investors and shaping market trends. They also touch on the long-term investment mindset , includin...

🎙 Investor Professor Podcast - Episode 158 🎙 In this week's episode, Dr. Ryan Peckham and Cameron break down a wild week in the markets, starting with DeepSeek's shocking impact that sent the Nasdaq tumbling 1,100 points on Monday—the worst drop since COVID. They discuss the Federal Reserve's meeting, Trump's tariff announcements, and key company earnings , including Meta, Microsoft, Apple, and Te...

We're in for a big week with earnings reports and the Federal Reserve meeting. Many big names will report this week, including AAPL, META, TSLA, and NOW. With the market having two good years back to back, you must start to think about the valuations of the companies you're investing in.  Today, we illustrate this with $AAPL and discuss its P/E ratio. The P/E ratio stands for Price/ Earnings and h...

January 10th was National Quitter's Day! Wait... Huh? This is when most Americans will give up on their New Year's resolutions and goals for the year! We can't even make it 10 days. We are not here at The Investor Professor; we are just getting started in 2025.  We also discuss this sloshy January the market is having and what to do when the market is trading sideways. How is your investment thesi...

Let's talk about 2024! The markets were again on fire in 2024!. Cameron and I discuss the events of 2024 and look ahead to 2025. Predictions are not our style but themes we can do. What are some themes that we need to be on the lookout for in the coming year? TRUMP 2.0, AI, and inflation will be front and center.  We also discuss our goals and how we can be more prepared and productive heading int...

Cameron joins me again this week as we discuss all the happenings since our last episode together in September. It's incredible how fast time goes. We discuss the market, the election, and our plans for next year. We also discuss the Guy Spier interview and how it all transpired. 

This is a special episode for us this week as I sit down with famed value investor Guy Spier. I first learned about Guy from his book The Education of a Value Investor. (It's an excellent book if you haven't read it before.)  After reading this book, Guy became a mentor of mine, albeit he wasn't aware of it, and I had never met him before. However, many mentors can come to us from books and other...

Donald Trump is now President-elect for a second time and the first United States president to serve non-consecutive terms since Grover Cleveland. The stock market has reacted incredibly favorably to this news. So happy was the market that we had our largest post-election rally in history! As we enter what is historically the best time of the year for stocks, we look around, and everything is quit...

Episode 151 brings us the October spookies with Halloween upon us. We discuss the presidential election and the fear surrounding the outcome. How will the market react? How should you react?  We remind listeners of the cognitive bias called "Loss Aversion," which says we perceive losses as more psychologically damaging than gains of the same size. By a factor of 2 to 1, in fact. Remember this when...

Not only is it our 150th episode, but it's also the second anniversary of the latest bull market. The latest stock market low happened on October 22nd, 2022! We discuss how long the average Bull market lasts and by what percentage the market typically rises.  We also discuss takeaways from 150 episodes of our little podcast and what I have learned. If you have something you've been wanting to try...

In this episode, we explore the stock market's performance through the third quarter. Here's a hint: It's done very well! The S&P just had its best performance through the third quarter since 1997!!!  Malcolm Gladwell just released his new book, Revenge of the Tipping Point. We discuss some of its themes and also look back at the original, published in 2000. In the original book "Tipping Point...

The Federal Reserve finally blinked and lowered interest rates by .50 basis points. As I said in the last podcast, it would only take three days for me to be wrong, as I thought they would lower them by .25.  Cameron and I sit down in this episode and discuss why we think the Fed lowered by 50, the timing, the decision, and the repercussions that could be on the horizon for the market. We also dis...

The past two weeks have been quite dramatic in the stock market. Two weeks ago, the Nasdaq fell 5.8% and then gained 6% over the past week. The S&P & Dow also had their episodes of whiplash over the same period.  Election cycles are complex for everyone's emotions, especially the stock market. In this episode, we discuss how you can use these swings to improve the cost basis of your shares...

Happy Labor Day weekend! What a great time to sit down and reassess where you are with your goals heading into the end of the year. So many will coast into the end of the year and say I'll worry about that in 2025, but there is still 1/3 of the year to go. Don't be like the others when you can get ahead by keeping your foot on the accelerator.  This episode also discusses the upcoming jobs report...

In today's episode, Cameron and I break down the fed's Jackson Hole symposium, where Jerome Powell signals to the world that they are ready to start cutting interest rates. The day has finally come for interest rate drops, and we discuss how this can impact your portfolio and what changes you should make, if any. Also in the news is Starbucks $SBUX hiring a new CEO and leaving Chipotle $CMG lookin...

Bad days are not fun for any of us, especially bad days in the stock market. But what if we could use bad days to our advantage to improve our portfolios or positions within our portfolio? August 5th was such a day. T The Japanese carry trade imploded and caused Japan's stock market to have its worst day since 1987 (down 12.5%), which cascaded over the oceans, causing the US market to have a horri...

In this week's episode, Cameron and I break down a tremendous amount of economic data that surfaced last week. Not only did we have earnings from $MSFT, $AMZN, $META, $AAPL, $MELI, and others, but there was also a Fed meeting as well as job numbers.  The Fed held interest rates steady but signaled for a September cut. The market initially rallied on this news, but that was quickly taken away once...