Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

The Personal Wealth Coach

Business EN ↓ 581 episodes

Jake McClure from The Personal Wealth Coach talks about anything and everything about Economics, Investments, Markets, History, and Life in an educational manner. More info at https://www.tpwc.com/

Author

Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

Episodes

Weekly Market Recap: Highlights from November 27 – December 1, 2023 05.12.2023 17:30

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights From November 27 – December 1, 2023 @4:42 Evergrande is Negotiating a Restructuring Deal to Avoid Bankruptcy @9:13 The Second Estimate for The U.S. GDP Growth in the Third Quarter Of 2023 Has Been Revised to an Annualized Rate of 5.2% @12:10 And more! This episode was recorded o...

Ep.131 - Part 2 - Understanding the Impact of a Ransomware Attack by Russia on ICBC, China’s Largest Bank 03.12.2023 29:50

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: A Ransomware Attack Originating from Russia Targeted the Industrial and Commercial Bank of China (ICBC) Might Have Disrupted U.S. Treasury Market Trades @4:55 And more! This episode was recorded on November 11th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpw...

Ep.131 - Part 1 - All about China: Military Might, Economic Challenges, and the Looming Threat of Deflation 30.11.2023 34:31

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Despite China Having the World's Largest Military, It Still Confronts Numerous Economic and Social Challenges @3:00 China Is Purchasing Oil at Lower Prices from Russia, And There Are Indications That China May Soon Experience Deflation or May Already Be Experiencing It.@10:22 In China, The Significant Decrease...

Ep.130 - Part 2 - The Dangers of Allowing the Same Firm that Advises you to Hold your Investments 27.11.2023 32:53

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Fed Says Interest Rates Will Remain Higher for Longer, and we agree. The Economy Appears Far More to be in Recovery Mode than Coasting Toward a Recession @3:34 There are about 40+ Companies that Focus on Developing Fusion Power @12:40 The Dangers of Allowing the Same Firm that Advises you to Hold your Investme...

Ep.130 - Part 1 - Why Has the Japanese Currency Been a Popular Choice for a Funding Currency? 25.11.2023 33:47

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Negative Carry, Explained @7:24 Why Has the Japanese Currency Been a Popular Choice for a Funding Currency? @14:18 Consumer Confidence Remains Below Pre-Pandemic Levels, Even Though the Economy Has Experienced Significant Growth @22:40 And more! This episode was recorded on November 4th, 2023. If you would li...

Weekly Market Recap: Highlights from November 13 - 17, 2023 22.11.2023 22:18

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from November 13 - 17, 2023 @5:26 Longer-Term Interest Rates Have Increased, One Reason being the Federal Reserve's Ongoing Sale of Bonds @15:48 And more! This episode was recorded on November 18th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc...

Ep.129 - Part 2 - What are Bear, Bull, And Fair Markets? 20.11.2023 39:38

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: What are Bear, Bull, And Fair Markets? @1:38 Significant Progress Has Been Made in Mass-Producing Solid-State Batteries @12:57 Hertz Discovered Through Difficult Experience that Tesla Cars Did Not Become the Appreciating Assets they Had Expected. @22:14 And more! This episode was recorded on October 28th, 2023...

Ep.129 - Part 1 - What Does it Mean by the Factory Gate in China? 18.11.2023 36:00

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: What Does it Mean by the Factory Gate in China? @9:09 We Have Been Hearing Predictions About a Recession for Some Time. However, the Current Annualized GDP Growth Rate of 4.9% Doesn't Seem to Indicate that a Recession is Approaching @28:56 And more! This episode was recorded on October 28th, 2023. If you woul...

Weekly Market Recap: Highlights from November 6 - 10, 2023 15.11.2023 32:57

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from November 6 - 10, 2023 @10:00 The Government Could Shut Down by November 17 @24:43 The Weekly Wrap-Up by Jeff @31:08 And more! This episode was recorded on November 11th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com...

Weekly Market Recap: Highlights from October 30 - November 3, 2023 14.11.2023 19:48

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from October 30 - November 3, 2023 @7:13 The Weekly Wrap-Up by Jeff @16:00 And more! This episode was recorded on November 4th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com You can also send a message to us through the c...

Ep.128 - Part 2 - School Bonds in Salado and the Basics of how Bonds Work, Explained 12.11.2023 37:15

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: School Bonds in Salado and the Basics of how Bonds Work, Explained And more! This episode was recorded on October 21st, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com You can also send a message to us through the contact form on our website https://www.t...

Ep.128 - Part 1 - How a Financial Crisis in China, which Once Seemed Impossible, is now a Potential Concern 10.11.2023 34:38

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: U.S. Crude Oil and Natural Gas Rotary Rigs Count, explained @10:43 How a Financial Crisis in China, which Once Seemed Impossible, is now a Potential Concern. If the Current Trends Continue, there could be a Socioeconomic Collapse in the Country @24:42 And more! This episode was recorded on October 21st, 2023. ...

Weekly Market Recap: Highlights from October 23 - 27, 2023 08.11.2023 20:29

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from October 23 - 27, 2023 @5:58 The Real Net Worth of U.S. Citizens Increased by about 37% since the Start of the Pandemic, after Adjusting for Inflation @12:17 The Weekly Wrap-Up by Jeff @17:25 And more! This episode was recorded on October 28th, 2023. If you would like to co...

Ep.127 - Part 2 - What Can History Teach Us About Times When There’s a Lot of Economic Uncertainty? 05.11.2023 38:19

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: What Do Fund Managers Consider as Macro Economic Factors? @0:56 What Can History Teach Us About Times When There's a Lot of Economic Uncertainty? @06:06 The Public Appears to Perceive That Inflation Is High @21:57 And more! This episode was recorded on October 7th, 2023. If you would like to contact us, pleas...

Weekly Market Recap: Highlights from October 16 - 20, 2023 02.11.2023 28:36

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from October 16 - 20, 2023 @10:32 The Weekly Wrap-Up by Jeff @18:34 And more! This episode was recorded on October 21st, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com You can also send a message to us through the contact...

Ep.127 - Part 1 - Many Countries Use the US Dollar, Which Poses Global Challenges 01.11.2023 39:19

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Many Countries Use the US Dollar, Which Poses Global Challenges @6:52 Small Economic Shift: There is a Network of Truck Charging Stations Between California (CA) and Texas (TX) @20:02 The Bureau of Labor Statistics in the Labor Department Has Released a Jobs Report @18:14 And more! This episode was recorded on...

Weekly Market Recap: Highlights from October 16 - 20, 2023 30.10.2023 28:36

Ep.126 - Part 2 - Why Have Long-term Interest Rates been Rising even as the Fed is Holding Pat on Short-term Rates 27.10.2023 38:51

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Why Have Long-term Interest Rates been Rising even as the Fed is Holding Pat on Short-term Rates @01:30 What Would Be the Consequences If the Government Shuts Down? @4:21 One Proximate Reason We Had Very Low Inflation and the Resulting Low Interest Rates in the Past Decade is Due to China. But What Will Happen...

Weekly Market Recap: Highlights from October 2 - 6, 2023 25.10.2023 23:10

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from October 2 - 6, 2023 @7:15 The Weekly Wrap-up by Jeff: Americans are still Spending a lot @19:37 And more! This episode was recorded on October 7th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com You can also send a me...

Ep. 126 - Part 1 - Capital Investment by U.S. Companies into China appears to be shifting to Mexico, Vietnam, and Canada 24.10.2023 37:50

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: The Responsibilities of the Federal Reserve @5:52 The Insanity of a Political Party Fighting Internally Without a Clear Goal @14:44 Capital Investment by U.S. Companies in China, which has been Foundational to their Economic Growth, has Halted. It appears to be Shifting to Countries such as Mexico, Vietnam, an...

Weekly Market Recap: Highlights from September 25 - 29, 2023 22.10.2023 22:51

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Weekly Market Recap: Highlights from September 25 - 29, 2023 @5:51 The U.S. Economy Is Expanding Rapidly, As Indicated by A Report from Moody's Analytics and by the Amount of Petroleum We Consume @13:50 The Weekly Wrap-Up by Jeff @20:44 And more! This episode was recorded on September 30th, 2023. If you would...

Ep.125 - Part 2 - The Complexity of the U.S. Tax Code: Why is it so Complicated? 20.10.2023 30:48

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: The Complexity of the U.S. Tax Code @01:37 What’s Happening with the U.S. Labor Unions? Used Car Prices Might Increase Because of Actions Taken by the UAW (United Auto Workers) Union @18:55 And more! This episode was recorded on September 23rd, 2023. If you would like to contact us, please send an email to us...

Ep.125 - Part 1 - How Does the Federal Reserve’s Balance Sheet Influence U.S. Interest Rates? 18.10.2023 31:23

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: How Does the Federal Reserve's Balance Sheet Influence U.S. Interest Rates? @4:52 The US Economy Is Growing Strong. The Gross Domestic Product (GDP) For the Third Quarter (Q3) Has Been Announced @14:14 Recent Employment Trends @22:57 And more! This episode was recorded on September 23rd, 2023. If you would li...

Ep.124 - Part 2 - Student Loan Payments Have Resumed. How Does This Affect the GDP? 15.10.2023 37:52

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: Student Loan Payments Have Resumed. How Does this Affect the GDP? @01:17 The 2017 Tax Reduction Act Calls for a Tax Increase in 2026, but both Parties seem to be ready to Keep that from Happening. Republicans in the House are Calling for Spending Cuts, but no one Appears to have a Set of Items to Cut that will...

Ep.124 - Part 1 - What Is a Broker-Dealer Deposit? How Does It Affect a Bank’s Risk Level? 13.10.2023 31:29

Welcome to another episode with Jeff and Jake McClure from TPWC! Topics in this episode: What is a Broker-Dealer Deposit? How Does it Affect a Bank's Risk Level? @6:36 Jeff Discovered Interesting Information in the Economy @20:13 And more! This episode was recorded on September 16th, 2023. If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com You can als...