The Investor Professor Podcast

The 1st Quarter of 2023 is in the books! How have the markets done? How have you done? In this episode, we discuss the performance of the S&P 500, Dow Jones, and Nasdaq. We also discuss holding ourselves accountable and reflecting on where we are toward our 2023 goals.

This past week the Federal Reserve raised interest rates again! How close are we to the end of this cycle? How will this impact your portfolio, and what can you do to prepare for the end of rate hikes? We will talk about both of these. Also, our firm was awarded a 5-Star Wealth Manager award this past week. We discuss how this came about and spend time thanking all the people who made this possibl...

This episode is all about Silicon Valley Bank (SVB). How do banks work? How does FDIC insurance work? In this episode, we explain what happened to SVB and how it could or could not happen to other banks. The banking system for the most part is a large trust fall and when that trust is violated bad things happen. Join us as we dissect what happened to SVP and how it could possibly be a good thing f...

In this episode, we are so fortunate to have a fantastic guest. Barbara Sloan is the author of "Tipped Finance," a book for service industry professionals (SIP). The financial planning profession entirely overlooks service industry professionals. Barbara points this out and offers many essential and practical steps for being a "SIP" with solid financials. Below we have included a link to her book...

Is the market always efficient? The efficient market theory says yes, but we will take a deeper dive here at the investor professor. This has been a debate for decades between academics and practitioners. Being on both sides of the fence, we feel like we can offer a unique perspective to this timeless debate. Below is the article reference in this week's episode. The super investors of Graham-and-...

Today the annual Berkshire Hathaway Letter dropped, and we discuss some of the essential points the Oracle from Omaha discusses. We also discuss some of the scary retirement trends being seen and felt after last years poor investment performance. Below is the link to all the Berkshire Hathaway Letters. Your homework this week is read this years letter. Follow the link below: Berkshire Letters

This week we have our first mail bag episode. We answer questions that listeners have sent in and look forward to doing more of these in the future. If you have a question you'd like answered, please message us, and we will add it for a future episode.

In this episode, we discuss the business side of the Super Bowl. How much does a commercial cost? How many will place bets? We also discuss the quarterly earnings of $UBER and $LYFT. The focus of this episode, however, is on the different types of investment accounts that are available to investors—mainly the brokerage account, 401k, IRA, and Roth IRA. We discuss the fundamentals of these accounts...

We had a busy week in the market with the Federal Reserve raising rates by .25%, but their commentary was more critical than the raise. We also had earnings results from $AMZN, $AAPL, $GOOGL, and $SBUX, to name a few. We touch on these, but the real focus of this episode is how do we think about the future earnings of a company and, more importantly, how we can estimate these earnings so that we c...

Market notches another great week! We discuss earnings from $TLSA, $AXP, $MSFT, and more. This week's episode, more importantly, is about self-talk. How you talk to yourself is one of the most important aspects of achieving your mental, physical, and financial goals. We discuss books and thoughts on how to improve and think about how you talk to yourself so that you hold yourself accountable with...

Every year the World Economic Forum is held in Davos, Switzerland. In this episode, we discuss why it's important, who attends, and how this conference can help inform you and your investment decisions. As we do every week, we also discuss the main topics in the market this past week and what is coming up in the week ahead.

Nice positive week for the market! Inflation is coming down, and the market reacted positively. This week we caution about changing investment strategies too often and the damage doing so can have on your portfolio. How can you determine which investment strategy is right for you? Tune in this week to find out.

Peace out, 2022, and Hello, 2023! In this episode, we break down the terrible performance of 2022 and discuss the outlook for 2023. What could be on the horizon this year, and how can you adjust your portfolio for success? I also discuss my personal goals for the upcoming year.

In this episode, we revisit those that shared their goals with us at the beginning of 2022. The orginal episode is Number 29 if you need a refresher. Each year carries twist and turns that many of us cannot predict and you'll hear that from each of our speakers today. Through their adversity you'll hear about success, areas for improvement, and how reflecting on the previous year is impacting thei...

In this episode, we discuss the Federal Reserve raising interest rates for the 7th time this year! Will there be a Santa Claus rally, or did the Fed just become the Grinch in our stock market Christmas? The FTX and TSLA saga are also discussed.

This week we are joined by Jason Skeesick. Jason is a veteran turned entrepreneur with a fantastic attitude for what it takes to be successful in business. Join us for this conversation about the early days for an entrepreneur, finding your tribe, and following your passions. Check Jason out at www.spearandclover.com to learn more about his mastermind program, and follow him on Instagram.

This week we take a look at our recent Spotify-wrapped numbers for 2022. We also discuss the Federal Reserve moves over the previous week and what our recent Joe Rogan viral video says about the state of happiness.

Strong investment habits help create financial independence! In today's episode, we discuss the Top 5 investment habits needed to put you on the right path towards financial freedom.

In this episode, we continue to explore financial crimes. Elizabeth Holmes, founder, and C.E.O. of Theranos, was sentenced to 11.25 years in prison for defrauding investors out of 9 Billion dollars. Stories like these, along with FTX, reduce the trust within the financial system and impact investors' behavior. We discuss how you should think of these stories and how it should or should not influen...

What a week! Layoffs, CPI rally, and a Crypto implosion. The market rallied hard this week on the back of a lighter-than-expected CPI (inflation) report. Will it continue? FTX imploded and filed bankruptcy sending shockwaves through the crypto world. All this and more on this week's episode.

The Fed spoke and threw cold water all over the market again this week! We discuss how this impacts the average America family trying to buy a house and the impact it could have on real estate. We also discuss earnings and when the Fed might start to slow down these rate hikes.

With earnings in full swing, this episode discusses the earnings of the Mega Cap Tech stocks of the past week. As the Twitter saga comes to a close and the sale is completed to Elon Musk we discuss what it means for the future of TWTR stock.

Wouldn't you like to know where big investors put their money? In this episode, we will show you just that. Large investors are required to fill out a form 13-F that shows you exactly what they buying and selling. As we are in the middle of earnings season, company earnings results will also be discussed.

In Navy Seal training, there is a brass bell, ring it, and the pain is over for you. The stock market has a sell button that allows you to do the same thing. Ring the sell button, and the pain of watching your portfolio gyrate is over. Navy Seals must be mentally, emotionally, and physically tough. Can you master your mental and emotional pain and NOT ring the stock market bell?

When is good news bad news, and bad news good news? Not confusing at all, right? Well, in this episode, we tackle the subject of economic data and how the federal reserve will respond. Rising interest rates and your credit cards are also discussed.