The Investor Professor Podcast

Elon Musk Vs. Twitter... Elon offers to buy the entire company and Twitter implements a "Poison Pill" strategy. What is a Poison Pill strategy and where did it come from? Listen to find out.

My mind is busy and this episode is just a combination of thoughts that are not really long enough to do an entire episode on. $DOCU, $GS, $RH, and $PAA are all stocks discussed in this episode. Being ready for your "moment" and being the change agent for your family are also discussed.

The first quarter of 2022 was wild for the stock market, with the first quarterly decline for the market since March 2020. Let's look at the best and worst performers for the quarter and see if it offers an opportunity for those of us with a long time horizon. Long term benefits of committing to dividend stocks are also discussed. Finally, let's look at your first quarter and the goals you set for...

Have you ever wanted to invest in a company before they go public? If so, this episode is for you. This week we are joined by Nick Pinto! Nick is the director of business development for Seed Invest. Seed Invest allows retail investors to invest in private companies before hopefully going public one day. This is a riskier type of investment and all the pros and cons are discussed.

In this episode we discuss balance. Is life balance achievable? How do you walk the tight rope that is a career, family, fun, and other goals? Unfortunately, there is no simple answer and it will always be a moving target. The Fed's interest rate move is also discussed.

In this episode, we discuss the concept of trading around a position. We also discuss the $AMZN stock split and how companies historically have performed after announcing stock splits. Discipline and sticking to your investing habits during volatile times are also discussed.

In this episode, we discuss the Ukraine chaos that has rocked the markets this week. What strategies can you employ to help your portfolio when there is so much chaos going on around the world? These strategies along with a discussion about the Berkshire Hathaway $BRK.B annual report are discussed.

Taxes... So much fun are they not? In this episode, we discuss the Wash-Sale rule that has seemed to trip a lot of traders up over the past year. What is it and how can you manage it are discussed. We also discuss the negative market we are in and specific stocks including $GOOGL, $GT, $SBUX, and $ROKU

In this episode, we discuss earnings from $FB, $GOOGL, $AMZN, and $F. We talk about the upcoming $GOOGL stock split and how impactful it could be for your portfolio. We also begin the discussion on Life Insurance and talk about the difference between term, whole, universal, and variable life insurance.

"Someone is sitting in the shade today because someone planted a tree a long time ago" - Warren Buffet... With all the market volatility this month we look back at one of the best quotes from The Oracle of Omaha. How can you pair this quote with this year's rocky start to improve your portfolio? We discuss this along with the earnings results from $AAPL, $MSFT, $HOOD, and $NFLX

This week we are joined by Zach Boothe, real estate expert and host of the Driving For Dollars podcast. Zach discusses how he went from being a window washer to owner of a real estate business. He also discusses that different areas of real estate someone can go into and the pros and cons of each.

In this episode we discuss early volatility the market has had in 2022. We discuss how this can cause investors to want to take some sort of "action" but often the best thing you can do is nothing. We also discuss $PAA as a stock on our watch list.

This week I am joined by a fellow financial advisor, Lee Michael Murphy. Lee is a co-host of the Free Retiree Podcast and discusses with me what got him interested in the investment business. We also discuss misnomers when it comes to working with advisors, different types of investors that we have worked with, and specific challenges that are unique to the profession. Many have asked what it is l...

On this special New Years episode we are excited to be joined by four guests who share their strategies and thought process for setting their 2022 goals. Each guest might have different goals and strategies but one thing is for sure... They are ready to tackle 2022 in a proactive and purposeful way. It is our hope that these stories help you design your best year yet!

On Wednesday J. Powell and the Federal Reserve decided to double the speed of tapering their bond purchases. This will free them up to start raising interest rates shortly thereafter and we discuss how this could impact your portfolio. We also discuss how this impacts different sectors and how you can reposition your portfolio to prepare for rising interest rates.

This episode is about your 2022 goal plan! What do you need to consider when setting your 2022 goals? Do you need to be balanced or unbalanced at this point in your life? We also discuss $AAPL and the massive run it has had over the past month!

In this episode we discuss stocks feeling the pressure of J. Powell changing his stance on inflation as well as the new Covid variant. All this has the stock market repricing stocks across the board and increasing the volatility of the market. Is your portfolio ready to handle all of this?

Boy... Do any other titles scream listen to me more than this one? Ha... Hear us out though... In this episode we discuss what to look for within a company Income Statement. We also discuss how the income statement can help you find out if a company dividend is sustainable or not. $RIVN, $LMT, $MMM, and $MCD are also discussed.

The United States is about to pass an infrastructure bill that could have a dynamic impact on some companies over the next 10 years. We discuss $CAT, $URI, and our stock in focus $NUE. We also begin the conversation of financial statement analysis by starting the discussion on Balance Sheets.

As earnings season moves along we discuss the earnings of the largest companies in the world. These would be $MSFT, $GOOGL, $AMZN, and $AAPL. We also explore a extremely valuable company to the worlds supply chain that you've probably never heard of.

Earnings session is upon us once again! We discuss the earnings results of $SNAP, $TSLA, $NFLX, and look at the earnings coming up for $PYPL, $AAPL, $GOOGL, $AMZN, and many more. We also discuss paying the price for your goals and your investments. Are you willing to pay the price for your goals, habits, and the discipline it will take to change your life?

This week I had the pleasure of sitting down with Cecil Glenn aka DC The Brain Supreme from the musical group "Tag Team". We talk about the recent success of their Geico commercial (Scoop, There It Is), how it came about, and the lessons that made it possible. More importantly, we talk at length about the importance of being a lifelong learner and how that can impact your life in ways you can't al...

In this episode we discuss the debt ceiling and the pressure it puts on the stock market. We also discuss get rich quick schemes, bubbles, and why investors are so drawn to them. As an alternative, we explore Dollar Cost Averaging and how it can be an important tool on your road to becoming wealthy.

In this episode, we discuss the market (of course), burnout and making sure your protect yourself! We also discuss our first true case study! Advise for someone trying to pay off debt (student) and also building their portfolio. Head to our Instagram page the_investorprofessor to see their balance sheet.

This week we discuss Evergrande. Who are they, why they matter, and how did they disrupt the markets this week? We also look at the earnings calls from FedEx, Nike, and Costco. Initial planning on your 2022 goals is also explored.