The Investor Professor Podcast

The Mega-Cap Stocks (Think $NVDA, $AAPL, $MSFT, $AMZN) have taken a bit of a breather in the last two weeks. Some of them are even having a healthy pullback. Investment funds have been flowing into Small-Cap Stocks, but will this continue?  What are small, mid, large, and mega caps, anyway? In this episode, we also discuss capitalization.  Earnings are incredibly busy this week. $MSFT, $AMZN, $MET...

Finance at 26 can be complicated! That's why we have Cameron to help us discuss the challenges and solutions for young people to succeed in this tricky financial environment. We discuss investing, saving for a house, and buying your first new car!  We also recorded this in person together, a first on the podcast. We hope you like it. The CPI numbers came in lower than expected, so we detail what p...

The first half of 2024 is in the books! How did the market do? All three major indexes are up for the year with quite a strong showing. We discuss the year's themes so far and how to adjust your financial goals.  This is an excellent time to reflect on your goals for the year, specifically your financial goals. What has done well? What needs to be adjusted? Years rarely go as we plan, but small ad...

Financial advisors are constantly asked, "Where should I be financially" at this age? It should be evident that this question is incredibly subjective. However, the people of Forbes this week came out with numbers for where average 401k's are based on generation. We will discuss some surprises in these numbers. Also, if you're listening to this podcast, we want you to be WAY above average.  This w...

Starting tomorrow (6/10/2024), $NVDA will begin trading on an after-split basis. Since our last episode $NVDA is up almost 200 dollars!! Can you still invest after the split? What should your strategy be? Tune In. We also discuss Roaring Kitty's first live stream in three years and how $GME performed during his show.  The main topic today is progress over perfection. Too often, we do not make a de...

This week, Nvidia $NVDA did it again: It posted astounding earnings, with revenue growing 262% above the same quarter last year. They were able to beat even the highest of analyst expectations. They also pleased the market by offering a 10 for 1 stock split that will happen on June 7th.  $NVDA started and continues to lead the AI charge from the front of the pack. In this episode, we discuss $NVDA...

There is much to get to this week. The Dow hit 40,000, and the S&P 500 cleared 5,300. My oh my, how far we have come since 2022. But wait? How does the market keep going up with so much negative information? How do we keep climbing the wall of worry? Let's discuss Is Roaring Kitty back? He tweeted for the first time in three years this week as Gamestop $GME and $AMC shot back to life for a lit...

In this week's episode, we discuss the 2024 Berkshire Hathaway annual meeting in Omaha. This year was a bit different as Warren Buffett's long-time partner, Charlie Munger, was absent. Charlie passed away at the end of 2023.  As always, the BRK meeting celebrates value investing for investors worldwide. This year, I attended #ValueX for the first time, which was a fantastic experience. #ValueX is...

One week, we are talking about how well the market did in the 1st quarter, and a couple of weeks later, weakness has entered the market. How quickly the tides can shift. Geopolitical issues and interest rates again spooked the markets this week.  Pullbacks are normal throughout an investing year and shouldn't cause too much concern with your overall portfolio strategy. You can, however, use these...

This past week, I closed on my first commercial real estate property. I thought it could be helpful to discuss how this came about, how the deal was structured, and why I thought it would be a good investment.  Commercial real estate is not where I primarily invest, so even though it was new, I didn't want it to deter me from a great opportunity. Like everyone else, my rate was higher than I wante...

The end of the Q1 is in the books. What a quarter it was, with the S&P 500 finishing up 10%. The last time the market finished up 10% in the first quarter was in 2019. There is chatter that the market has moved too far, too fast, and it's due for a pullback. Perhaps this is true, but history says that momentum can be a strong signal that pushes the market higher.  As we have discussed, many in...

Boring stocks! While they don't get press like the magnificent 7, they can and often play a pivotal role within your portfolio. This week, we focus on some boring stocks that have outperformed the market over the past three and five years, with many also increasing their dividends at an impressive rate.  $WM, $RSG, $AZO, $UNP, $TSCO, $CARR, $OTIS, $PGR, and $NUE are some of the stocks covered.  We...

This past week we had news from Wendys ($WEN), Apple ($AAPL), and Kroger ($KR). Wendy's gets push back for dynamic pricing, Apple cancels plans for a car, and the FTC blocks Kroger's merger with Albertsons. We also discuss signs to look for when it comes to trimming stocks within your portfolio that have had a big gain. Has the thesis changed? Has the gain overweighted your portfolio? Did they rep...

NVDA powered the markets higher this past week as their AI boom was supported with STRONG quarterly numbers! Their chips are doing well, and their data centers are growing at over 400%. It's impressive to watch... this doesn't happen very often. Warren Buffett's letter to shareholders came out yesterday, and we discuss the little morsels of insight that have historically been woven throughout. Fin...

The S&P 500 hit 5,000 for the first time this week! The American economy has been a growth and compound machine unlike any the world has ever seen. Seriously, at the bottom of the financial crisis in 2008, the S&P 500 was at 735! Another important topic we discuss is the rules surrounding Traditional and Roth IRAs. You have until April 15th to finish your 2023 contributions. So, if you've...

Robert A. Caro has written 6 books and won 2 Pulitzer prizes. The quality of his work is second to none. The dedication and determination to complete these books is nothing short of amazing. He's not done yet; at 88, he is still working to complete the 5th and final volume of his Lyndon B. Johnson series. In this episode, we discuss his coverage of Robert Moses of New York and President LBJ. Not b...

What a week! Earnings galore from $AAPL, $META, $MSFT, $AMZN, and $GOOGL. A Federal Reserve meeting was also mixed in. The story of the week had to be $META adding 20% to its market cap on Friday, which is the largest single-day gain ever at 197 billion dollars! More than earnings, we discuss what makes a great business. What numbers should we look at? What questions about a business should we ask...

Earnings session rolls on! We discuss the big earnings of the past week, including $TSLA, $AXP, and $MMM, and we discuss all the big earnings coming out this week. $AMZN, $AAPL, $MSFT, $GOOGL and other all report this coming week. How do we determine when to invest in a stock? What's a way to find ENTRY POINTS? We use $MSFT in this week's episode to discuss this very thing. As always, we want a co...

After a bumpy start to 2024, the market appears to be back on track. The S&P 500 hit a new all-time high this week, leaving the Nasdaq as the only major index left trying to surpass its high from 2021. It's been a long road back, but hopefully, our listeners invested and have enjoyed the return from the bear market. Driving the market back, especially this past week has been A.I and the future...

The first episode of 2024! In this episode, we look at themes on the horizon for 2024. These include federal reserve rate cutes, AI, weight loss, and the 2024 presidential election. We also discuss strategies for paying off credit card debt. Our number 1 episode of 2023 was about managing financial stress, so we will continue to discuss personal finance strategies to help you get on the right fina...

Let's talk about 2023! The markets were on fire in 2023, and not many expected it. We discuss events of 2023 and look ahead to 2024. 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? Inflation and the upcoming presidential election are sure to be front and center. As always, a new year brings new challenges but also o...

We overestimate what we can do in 1 year and underestimate what we can do in 10! As we approach the end of 2023 and look to 2024, we want you to think not just about the year ahead but 10 years out. At the end of 2033, where do you want to be? What goals do you want to have accomplished? You're likely going to make it to 2034, but the discipline and daily habits you bring to each day will determin...

2024 is right around the corner, meaning experts are coming out with their top stock picks. Does it even matter? What is the track record for them? How do we take this and use it to our advantage? We discuss all of this and more in this episode. The Federal Reserve also met this past week and kept interest rates steady. They also hinted that they might lower rates next year, which sent stocks high...

This past week, Charlie Munger, Warren Buffet's friend and business partner, passed away at the age of 99. We reflect on his life, legacy, and wisdom. More importantly, we say "Thank You" for always being true to himself, honest, and so open to sharing all he knew with the rest of the world.

The stock market had a shortened holiday week, but no worries, OpenAI and Binance's soap operas anchor our podcast this week. We figured last week's episode would be out of date quickly, but maybe not as quickly as it was. Sam Altman is back at OpenAI, and CZ is out at Binance. We discuss both in detail. Also, from the early indication Black Friday seems to be retailer success in the U.S. with 9.8...