The Capitalist Investor with Mark Tepper
Mark Tepper
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The Capitalist Investor ties together relevant items that influence the stock market and your investments – from economics to politics to earnings to planning strategies. We cover all the bases. Ask us questions at info@swpconnect.com. You can also reach out to Mark Tepper on Twitter - @MarkTepperSWP
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6 days ago
Economic Warfare In Taiwan, Biden Lied About Raising Taxes, Ep. #138
Headlines are reading all over the map lately and this week’s episode of “The Capitalist Investor,” sifts through them. In Episode #138 Derek, Tony, and Luke touch on the usual topics: taxes, inflation, recessions, and employment. But after Nancy Pelosi’s visit to Taiwan, new issues have arised and the threat of economic warfare is looming. What’s happening today domestically and internationally is something people will reflect on years down the road, but the guys aim to address it all now.
Outline of This Episode:
* ● [1:45] *Reactionary Acts and Bills
*● [7:35] *Pelosi’s visit to Taiwan* *
*● [12:40] *Global trade warnings
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Jul 27, 2022
What the Heck is a Recession... White House Changes Definition, Ep. #137
Do you believe in coincidences? How attached are you to textbook definitions? This week, Derek, Luke, and Tony talk about politicians and corporations buying time – or perhaps pitching lies. As we approach the second quarter GDP reading, the White House quickly adjusted the concrete definition of a recession to soften the administration’s blow, meanwhile companies are holding back a bit of the blunt truth on their earnings calls. The guys also touch a bit on the latest insider trading hint in the House of Representatives and Nancy Pelosi’s husband’s stock buying game. Episode #137 of “The Capitalist Investor,” is about calling out the nonsense unfolding from those we should all hold accountable.
* *Outline of This Episode:
* ● [2:00] *Recession; defined as…
*● [10:50] *Earning season visions
*● [16:35] *Insider trading on Capitol Hill
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Jul 21, 2022
Bank Earnings Paints The Picture For the Economy, Ep. #136
The banks aren’t providing the best guidance right now as we inch towards a recession. Simply put: they’re concerned, cutting buybacks a bit, hunkering down, and building up a war chest in case we repeat 2008. In Episode #136 of “The Capitalist Investor,” Tony and Derek spend time naming key recession indicators and how everything ties together – even employment, although lately it’s been raising some questions. Wherever you get your news, there’s so much to pay attention to these days but this week is all about anticipating slowdowns before the big headlines come.
Outline of This Episode:
*● [2:30] *Colossal, complex questions* *
*● [3:00] *The beginnings in the job market
*● [6:35] *Homebuilding rate indicator
*● [7:50] *Where the pieces connect: the Fed
*● [13:55] *The banks’ picture
*● [16:20] *LIV News and Crypto
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Jul 14, 2022
Strong Dollar & What It Means For You, Ep. #135
While we may be experiencing some tough times here in the states, the European economy is taking some harder hits. For the first time since 2002, the value of the euro is about equal to the U.S. dollar again – a sign of a shrinking European economy and a surging American dollar.
This week, Derek and Tony discuss some of the good news going around: a strong U.S. dollar, cheaper imports, and a much needed decrease in gas prices. But with good news follows some bad news. In this week’s episode of “The Capitalist Investor,” the narrative changes – it’s no longer about a looming recession, but coming to terms with the fact that it’s now here. Just how long and deep will it last though?
Outline of This Episode:* *
*● [1:25] *Strong U.S. dollar vs. strong U.S. economy
*● [5:50] *Gas prices are finally dropping… BUT
*● [9:35] *People’s spending is corroding
*● [12:10] *Some lighter news: our British Open favorites * *
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Jul 6, 2022
Student Loan Forgiveness, Inverted Yield Curve, & Red States Winning, Ep. #134
Nothing these days is normal –– gas prices, food costs, inflation, and inverted yield curves are all onto worrisome paths. This week on “The Capitalist Investor,” Derek, Tony, and Luke talk about extremes and the warning signs the economy is giving off. While people are still spending, there’s still some panic going around. But when will the mass panic ignite? Will it be in the next month? Will it come in November with the midterm elections? In Episode #134 the guys focus on what’s happening around us and although facing such unpredictable times, aim to predict the economy’s future.
Outline of This Episode:
*● [2:30] *Biden’s student loan policies are bad attempts to buy votes* *
*● [15:00] *The *third* inverted yield curve as another warning
*● [22:10] *Red states’ economies are winning post-pandemic
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Jun 30, 2022
Nuclear Airplanes & Explosive Prices for 4th of July, Ep. #133
Inflation is hitting all over the globe right now, but American’s will really feel it where it hurts the most: on the Fourth of July. Cookouts, fireworks, and the typical Independence Day festivities will all cost a little bit more this year. So, what does being an educated consumer look like? Is now the right time to start buying into speculative stocks? Would a giant flying sky hotel be a mistake, or a marvel? In Episode #133 of “The Capitalist Investor,” Derek, Luke, and Tony shed some light on a few recent flares that popped up in the news this week.
* *Outline of This Episode:
* ● [2:45] *Cathie Wood’s flagship fund
*● [8:55] *Microsoft missed out, Zoom won
*● [11:50] *The hotel in the sky
*● [17:15] *Inflation cookouts on Independence Day
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Jun 23, 2022
The Economics of Football, Ep. #132
It’s more than touchdowns, football is a business just like everything else. In Episode #132 of “The Capitalist Investor,” Derek, Luke, and Tony discuss a local debate here in Cleveland –– the chances of a new billion-dollar Browns stadium. Fan or not: this week’s episode focuses on the economics behind football stadiums, public tax funding, local infrastructure, and city revenue generation. It’s not just about Cleveland, it’s any city with a major team looking to generate more revenue and amplify infrastructure. But when it comes to billion-dollar stadium projects, who’s going to fund it?
*Outline of This Episode:*
*● [2:05] *Resurfacing the stadium debate
*● [3:30] *Economically… What will a dome bring?
*● [12:50] *It’s not just Cleveland… It’s every city
*● [16:20] *The business of NFL players today * *
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Jun 16, 2022
Cash Flow Is More Important Than Ever... with Gordon Stein, Ep. #131
Right now it might seem impossible to free up your cash flow but it doesn’t have to be that difficult –– just follow a simple recipe. In Episode #131 of “The Capitalist Investor,” Derek and Luke are joined by Gordon Stein, the author of “Cashflow Cookbook” to discuss how defenseless consumers feel against today’s economy and what tools we can all use to build back our financial freedom. There’s no shortage of cooking puns in this week’s episode as Stein joins the guys to explain the way a bill gets broiled and how the average person can free up their money.
* Outline of This Episode:*
* ● [2:05] *Gordon Stein and the “Cashflow Cookbook”
*● [5:40] *The tech industry: then and now
*● [12:10] *Cooking puns and personal finances* *
*● [19:00] *Acknowledging debt
*● [22:50] *Finding financial freedom again
Gordon Stein's Cashflow Cookbook
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Jun 9, 2022
LIV Golf Tour Competes with PGA Tour, Ep. #130
Money talks and this week we’re talking golf. There’s been a lot of rumblings over the last couple years from PGA Tour players and how they make their money. When the opportunity to join a new league, make more capital, and earn a stable income appeared for many of these golfers, it’s not shocking that some of them took it, despite the consequences. In Episode #130 of “The Capitalist Investor,” Mark, Derek, and Luke go off script and break down the battle between LIV Golf Tour and the PGA Tour.
* Outline of This Episode:*
* ● [1:00]* Poaching players from the PGA
*● [3:50] *Prize cuts aren’t cutting it
*● [7:45] *Big dollars and capitalism at its finest
*● [13:40] *Ego moves to money moves
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Jun 2, 2022
Work In The Office or Get Replaced by Robots... Your Choice! Ep. #129
Where are you most productive –– at home or in the office? As the labor market tightens, businesses are scrambling to raise productivity rates; many of them are calling for employees to ditch their makeshift work from home setups and go back to the office. On this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony discuss Elon Musk’s latest remarks about employee productivity and working from home. The guys also review Salesforce’s latest earnings, how they reflect the labor environment, and the decisions businesses are making. Episode #129 is all about productivity –– it introduces the possibility that if you don’t do your job, someday a robot could be programmed to do it for you.
*Outline of This Episode:*
*● [1:50] *Elon Musk says 40 hours in the office, or else
*● [7:35] *Salesforce earnings reflect an efficiency demand
*● [14:15] *Robot sales skyrocket as productivity tightens
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May 26, 2022
Snapchat Snapped The Market, What Does That Tell You? Ep. #128
Before the age of social media and the internet, information about the economy flowed slower and people still had time to panic. Today, people still panic. But the panic sets in faster and they react quicker –– right at the snap of their finger as they scroll online. In this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony focus on Snap’s latest profit forecast and how the social media company’s report sent the market on a decline. Episode #128 is all about discussing the flow of information and what the market is really saying. To know the market means to act with due diligence and do what you will with the information you trust.
*Outline of This Episode:
● [0:50] *Brief praise for wedding season
*● [4:20] *The market reacts to Snapchat
*● [7:45] *Today, the effects hit quick
*● [13:40] *Using due diligence to find main takeaways
*● [19:00] *Eating, fast food, and consumer behavior
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May 19, 2022
Retail Earnings Tank & What The Heck is Greenflation? Ep. #127
What’s going on in the economy right now can be deeply felt at a personal level. How much has your grocery bill increased in the past couple months? Where are you trying to spend less –– is it at the store, booking travel, or subscription services? In Episode #127 of “The Capitalist Investor,” Derek and Luke analyze several companies' earnings reports and different cost trends they see in their everyday lives. The guys touch on the green energy conversation and how certain ideas may seem attractive, but ultimately fall short economically. This week’s episode invites you to reflect and think about what’s happening largely in the economy and how that's playing out right in front of you.
*Outline of This Episode:*
* ● [3:40] *Earnings season tells a story
*● [16:25] *Greenflation… What is it?
*● [23:00] *Airbnb vs. Hotels
*● [24:30] *2022 summer vacation trends
*● [25:50] *Is it always worth it to sign up and subscribe?
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May 12, 2022
Identifying the Next Bubble to Burst – Labor Market, Ep. #126
Wall Street believes there’s only a 50 percent chance of a recession. And if that recession takes place, it would be in 2023, a short and shallow one. We completely disagree. In Episode #126 of “The Capitalist Investor,” Mark, Derek, and Tony don’t question the odds of a recession but what the bubble will be that bursts and unwinds it. This week’s episode begs the question: what looks weird right now? In 2000 it was the tech stocks, in 2008 it was the housing market. What will it be this time around? The guys have ideas and want to hear yours.
*Outline of This Episode:*
* ● [2:00] *The history of economic bubbles
*● [4:50] *Will the job market be the first to burst?
*● [8:30] *What do other people think looks 'weird?’
*● [19:35] *When will the bubble burst?
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May 5, 2022
Has the Stock Market Bottomed? Ep. #125
Everyday there is something new we wake up to, but what’s always the same lately is the market’s pain. Sky high inflation, geopolitical risk, slowing economic growth, labor shortage –– the market is in a negative place right now. But is it at its bottom? On episode #125 of “The Capitalist Investor,” Mark is back with Luke and Derek to talk about the stock market’s chance to recover, and the decisions at play to see it happen. The guys know what the Fed should do but that’s not always what they will do. The disconnection can be frustrating, but this week’s episode is all about taking a breath, thinking and preparing for what’s expected. *
Outline of This Episode:*
*● [1:10] *Where the market is at right now
*● [6:10] *This may not be the bottom quite yet
*● [11:25] *The Dems’ distractions and deflections
*● [14:25] *Predictions and possible actions
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Apr 28, 2022
Liberal Media & Twitter Accounts Are Hypocritical Criticizing Elon Musk, Ep. #124
Elon Musk is everywhere: the news, the media, our Twitter feeds. People can’t get enough of him and his revolutionizing maneuvers. The world needs its town hall and we’re curious to see what Musk has in store for it and what he will unveil. In Episode #124 of “The Capitalist Investor,” Derek and Luke are joined by Tony to talk about the left-wing media’s portrayal of Musk’s Twitter venture, and Fidelity as they pioneer the 401(k) sphere and open it up to Bitcoin. With a soft spot for Cleveland sports, the guys chat about former Cavaliers player, J.R. Smith and his recent academic athlete award. This week asks all the big questions and explores the latest moves.
*Outline of This Episode:*
*● [1:05] *Everything Elon * *
*● [11:30] *401(k)s, Bitcoin, and Fidelity’s offering
*● [19:30] *A soft spot for Cleveland sports* *
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Apr 21, 2022
Small Business Drives America... With a Special Guest, Ep. #123
Seeing the economy from a different perspective is essential. Investors need to be able to find a balance to what they know and what business owners see and experience out in the world. This week, Derek and Luke bring a new perspective to the table and speak with Matt Guse –– President and owner of MRS Machining, a small business machining company based in Wisconsin. The guys have discussed inflation, labor shortages, and supply chain crises as they take place, but what does that look like from a small business owner’s point of view? Episode #123 of “The Capitalist Investor,” delivers a new angle on real life ups and downs small business owners have experienced over the last two years and what they predict is in store.
*Outline of This Episode:*
* ● [3:40] *Bringing new perspectives, meet Matt Guse
*● [5:45] *Getting a small business off the ground
*● [8:45] *35 years of owning a company and what comes with it
*● [12:50] *The warnings that Guse pays attention to…
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Apr 14, 2022
Fake Meat, Fake Politicians, & Fake Money, Ep. #122
A golfer’s most useful tool is course management –– it allows them to plan ahead, set their eyes on a specific score and work backwards to reach it. It’s not about getting birdies, but avoiding those double bogeys. Golf is about course management, the stock market is about risk management; right now it’s time to avoid mistakes and just keep the ball in the fairway. This week, Mark is joined by Luke and Tony as they discuss all the headwinds confronting today’s economy. Economic growth is slowing, inflation is still running hot, mortgage rates are skyrocketing, politicians keep lying, and Beyond Meat just continues to mislead the masses. Episode #122 of “The Capitalist Investor,” is all about confronting the issues the economy is facing today all while strategizing efficient plans.
*Outline of This Episode:*
*● [4:45] *Beyond Meat? Beyond natural* *
*● [10:45] *Politicians say, said, and lied
*● [23:10] *Mortgage rates up, buyers’ hopes down
*● [29:00]* Di…
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Apr 7, 2022
Elon Musk A Modern Day Patriot? Freedom of Speech is on The Line, Ep. #121
Elon Musk transfixed Twitter once again. But in a new type of way he’s ever done before. How will Elon change the scope of social media now that he’s taken a position and will serve as a board member for Twitter? He’s shown his power and what he’s capable of, hopefully he’s capable of finally bringing an edit button to the world. This week, Derek, Luke, and Tony cover the niche topics and events of the week and fill in on the news as it unfolds. Elon’s new stake in Twitter, the revival of cruises, and the excitement surrounding the Masters Tournament this weekend –– are a sample of topics that the guys go beneath the surface of. Episode #121 of “The Capitalist Investor,” tackles what everyone’s been talking about all while giving a glimpse on what they will be talking about.
*Outline of This Episode:*
* ● [2:45] *Elon Musk moves in big ways
*● [9:20] *The summer of cruises
*● [15:50] *The Masters will always be about Tiger Woods* *
*● [21:45] *Masters…
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Mar 31, 2022
The Slap Heard Around The World.. Oh.. And Inverted Yield Curve, Ep. #120
Which scenario is real, which is false? A) Meme stocks like GameStop and AMC are currently outperforming the market substantially. B) A leading actor slapped a comedian on stage, on live TV, and won his first ever Oscar Award on that same stage not long afterwards.
Trick question, both events are real. We may be living in a very unpredictable world, but we’re able to at least predict what the news you’re reading looks like. If the headlines haven’t been completely overtaken by the entertainment industry’s latest moment, they probably contain the word or at least imply recession. This week, Mark, Derek, and Luke come prepared with the latest, most gravitating topics that are hard to ignore by anyone who keeps up with the news or indulges in social media. But Episode #120 of “The Capitalist Investor” is more than just headlines. Fuel shortages, airport nightmares, golf scores, Hollywood drama, meme stock trends –– the guys set the scene up to bring diverse perspectives o…
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Mar 24, 2022
The Word “Recession” Shouldn't Keep You Up at Night, Ep. #119
Recession, this. Recession, that. The word keeps popping up everywhere; in headlines, on the news, and on social media. When you hear the word “recession” does it send a shiver up your spine? People fear recessions. Or do they fear what they often allude to? Episode #119 of “The Capitalist Investor,” is all about the good, bad, and ugly that comes with recessions. The guys also touch on IRS tax refunds as well as what we’re currently witnessing with the car market –– or the lack of. If you’re looking for some reassurance about the impending recession, received an unexpectedly high tax refund, or if you are just losing your patience searching for a new car –– Derek, Luke, and Tony sort it all out.
* Outline of This Episode:*
*● [3:50] *Let’s talk about…Recessions
*● [13:45] *What’s going on with this year’s tax refunds?
*● [21:10] *The concern over used car prices* *
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Mar 17, 2022
Democrat's Political Narrative Backfires, Are They Saying Putin is a Good Guy!? Ep. #118
Maybe Tom Brady tried to fill up his 2015 Rolls Royce Ghost last week and that’s why he came out of retirement. Joking. But it’s time to confront gas prices or the narrative around them for that matter. This week, Mark, Derek and Luke tackle a slew of topics that in one way or another, relate to public relations and marketing tactics. From the White House drafting TikTok stars to control political narratives, all the way to Tom Brady’s unretirement. Everything’s been attached to a narrative the last couple of years and this episode of “The Capitalist Investor” breaks down a few.
*Outline of This Episode:*
* ● [1:30] *White House TikTokers
*● [11:35] *NATO defense requirements
*● [16:30] *Mike Tyson’s come back
*● [18:15] *Tom Brady’s early UN-retirement* *
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Mar 10, 2022
Dumpster Diving for Beaten Down Stocks, Ep. #117
What does fantasy football and stocks have in common? Constant managing, risk assessment and always scouting out other teams and players. This week, the guys are scouring the market for beaten down stocks that have a chance to be redeemed. Salvageable stocks won’t pop overnight though, and it takes a willing investor and someone who is patient enough to dive in and wait it through. In Episode #117 of “The Capitalist Investor,” Mark, Derek, and Luke consolidate a collection of beaten down stocks that could eventually turn around and recoup their performance.
*Outline of This Episode:*
*● [1:20] *Remember: risk management
*● [3:35] *Naming the stocks
*● [5:40] *Invest in what you know: Roku
*● [12:05] *Paypal and fundamentals
*● [15:55] *Worthwhile Meta discount
*● [20:50] *Penn National’s value from online customers
*● [23:55] *Purely valuation: Vroom
*● [24:55 *Commonalities: growth names
*● [27:35] *Doctor visits have changed: Teladoc
*● [32:25]…
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Mar 3, 2022
The Lack of Address in the State of the Union, Ep# 116
President Biden’s Tuesday night State of the Union Address was an hour-long event of “politics as usual.” He spoke roughly over 6,400 words –– but we want to pay attention to the words he didn’t say and the issues he didn’t address. Although at least 20 minutes of the speech were filled with applause lines, it didn’t distract the guys from what was missing: tangible solutions to inflation, plans on energy independency, and accountability. In this week’s episode of “The Capitalist Investor,” Mark, Derek, and Luke deconstruct Biden’s State of the Union to analyze the probability of issues actually being addressed and treated by this current administration. Episode #116 is not as long as Biden’s speech, but it calls upon the issues America will have to overcome going forward –– in half as much time.
*Outline of This Episode:*
*● [2:00] *A C-minus overall
*● [7:15] *Picking apart the pieces
*● [17:50] *Inflation concerns continue* *
*● [27:20] *La…
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Feb 23, 2022
There’s Money in Politics and Politics in Money, Ep# 115
We’re here to take everything that is happening all around the world every day and discuss and analyze how it's affecting the economy, the market, different sectors, and your money. Is this not why you’re here? Politics is all around us and it’s part of what we do everyday when we make financial decisions. This week, Mark, Derek, and Luke critically analyze and entertain as they sit down and talk about the evolution and effectiveness of Super Bowl commercials, the Heritage Foundation’s freedom index rating, and all the complexities that come with IRS refund checks. Episode 115 of “The Capitalist Investor” will leave you thinking about the last time you saw an effective Super Bowl commercial, why people are so attracted to anecdotal messages, and where the money in your IRS refund check really comes from.
*Outline of This Episode: *
* *[4:15] *Super Bowl commercials over the years
* *[13:05] *The political rhetoric in the halftime show* *
* *[19:40] *An index that me…
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Feb 16, 2022
Taking Profits, First Time Home Buyers Priced Out, and Finally Time to Cruise?, Ep# 114
We're always thinking about where the market, its industries and the world are currently standing. But we can’t let that distract us from thinking of where it can stand one month, six months, or even a year from now. This week, Mark, Derek and Luke sit down and summarize where everything lies today and how it can change: tax rates, laws, mortgage rates, the housing market and just overall the social-political climate which we’re living in. Whether you are concerned about when it’s time to take a profit with your large gains, buying or selling a home now or in the future, or even just curious about what the world may look like in a couple months –– this episode covers all the questions that keep everyday investors up at night. In episode #114 of “The Capitalist Investor,” the guys convene and dissect every shift we’ve seen this year to ensure we’re all prepared for what’s to come in the future.
*Outline of this Episode: *
* *[3:00] *When to know it's time to turn…
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Feb 9, 2022
OBJ’s Salary, Taking What the Market Gives, and Brady’s Next Chapter, Ep #113
If the Rams win the Super Bowl this Sunday, will Odell Beckham Jr. convert his Super Bowl bonus into Bitcoin? What will Tom Brady do after retiring from 30 years of football? With average ticket prices around $10,000, Brady could buy over half of the Super Bowl seats with just a fraction of his total net worth –– of course if he misses it that much already. This week, Derek, Luke, and Tony talk plays and strategies: the risks that come along with Bitcoin, investing after retirement, the game plan before entering the market, and how every investor has to be prepared to cut their losses. Episode #113 of “The Capitalist Investor” gives the full rundown of all the X’s and O’s that every investor should keep in their back pocket.
*Outline of this Episode: *
* *[5:15] *OBJ’s run with Bitcoin
* *[11:00] *Just accept what the market gives you* *
* *[20:10] *What will Tom Brady do now?
* *[26:05] *What do sports and stocks have in common? Competition
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Feb 2, 2022
Historic Volatility, Biden Blow-Up, and Neil Young a Sith Lord?, Ep #112
It’s hard to get away from politics; it’s within our music, media, sports, money –– politics drives everything. From Neil Young’s crusade against Spotify and Joe Rogan to Joe Biden’s pointless remarks on reporters, Derek and Luke reveal that there’s no shortage of political discourse that makes us reflect on the world we live in. And the world we live in is not the same anymore, politically or financially. Last week, we saw an unbelievable swing in the market. Right now, the market is just so volatile and we have to accept this new normal of volatility. Episode #112 of “The Capitalist Investor,” asks the question “what’s changed?” and Derek and Luke deliver to answer that.
*Outline of this Episode:*
* *[2:05] *Neil Young’s attempt at cancel culture
* *[7:20] *A short praise for John Madden and his impacts
* *[8:30] *High Volatility is here to stay for a bit, be patient
* *[16:15] *Joe Biden’s testy remarks on a fair question
* *
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Jan 28, 2022
Special Episode - Talking Energy with Daniel Turner, Ep #111
Mark is joined in this week’s special episode by Daniel Turner, founder and director of Power the Future, a non-profit advocacy organization that delivers truth and research to the energy conversation. We like to call him “Dan the Energy Man,” because he sure does know how to spark a discussion and keep the momentum flowing. What do markets and the energy industry have in common? To the eye they look simple, but the deeper they go, the more complex they get. The issues we cover in every episode, one way or another, influence the market –– but they also have an effect on the energy industry that runs our world. In Episode #111 of “The Capitalist Investor,” Mark and Daniel explore the correlations between the economy and its markets, fossil fuel energy and politics to discuss what all our futures may have in store.
*Outline of this Episode:*
* *[1:00] *Where energy and the markets overlap
* *[6:10] *The issue with being fueled by politics
* *[14:00]* Future conflict…
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Jan 26, 2022
Congress Trading Stocks, CDC Messaging, Hot Sauce Picks, Ep #110
How can we sustain the right to a free market but also prevent politicians from cashing in on insider information? How many days should people with Covid-19 quarantine? Is it two weeks, ten days or five? This week’s episode is all about spice; primed with a heated debate on Congress members taking stake in stock and a segment on how the CDC’s messaging schemes are up in flames. In Episode #110 of “The Capitalist Investor,” Mark, Derek and Luke are all in the hot seats as they tackle contentious topics with a little kick at the end.
*Outline of this Episode: *
*[2:20] *What Democrats and Republicans both have in common
*[16:25] *The CDC’s messaging is only as good as its data
*[24:40] *A ‘Red Hot’ topic we love
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Jan 19, 2022
Get Rich Fast, Costly Weddings, and Escaping to Florida, Ep #109
Getting rich quickly is all about taking risks. But the key is to not take on too much risk; get rich smart. Be strategic with the way you put your foot on the gas, place yourself in a position to hit the breaks. How risky are those NFTs? What exactly is the right amount to own in crypto, Bitcoin or even NFTs? Why is it cheaper in some places to buy a house than to get married? 2022 is the year for novice investors to do some homework because the story is changing and portfolios don’t look the same they did years before. In Episode #109 of “The Capitalist Investor,” Mark, Derek and Luke strategize different tools that everyone can utilize in the market, discuss common mistakes in the game and poke a bit of fun with certain politicians' diluted agendas. This week’s episode is brimming with useful advice and humble experiences for the everyday capitalist.
Outline of this Episode:
*[3:15]* Get rich quick or get rich smart? Hint: both
*[10:05] *A new storyline brought to light i…
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Jan 12, 2022
The Great Resignation and New Year’s Resolutions, Ep # 108
New year, new… job? Well, not for everyone. Last November, 4.5 million people quit their jobs –– a record number of workers voluntarily left the workforce. Why did so many people quit? Is this good or bad; what about in the long-run? This week, Mark is back with Derek and Luke as the three examine "The Great Resignation” this past year and talk about opportunities. If you’re not one of the 4.5 million people who left their jobs, then getting a new one probably isn’t on your New Year’s resolution list. So what is on most people’s list? If you haven’t made a resolution yet, this week’s Episode #108 of “The Capitalist Investor,” will make sure you do.
*Outline of this Episode: *
* *[1:30] *A pivotal period of quitting
* *[10:40] *Appreciating trades again
* *[17:55] *We all need to resolve and make resolutions
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Jan 5, 2022
2022 Predictions, Ep #107
Goodbye 2021; this past year was a whirlwind of low expectations. The beginning wasn’t looking so hot and we predicted that the S&P 500 was going to close at a rough 9 percent return. But we got spoiled and saw it close at around 27 percent gains. Now that things are looking good, what’s to come in 2022? This week, Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd are joined by Tony “Tony the Tiger” Zabiegala to talk about being more realistic in 2022. This new year needs to be the one where fundamentals start to matter in the market again. We don’t have a crystal ball but we do have supporting trends, data and historical patterns that we can use to predict 2022’s outcome. In Episode #107 of “The Capitalist Investor,” Derek, Luke and Tony take a walk through 2021’s performance and rifle through different investing alternatives: real estate, crypto, NFTs and gold to predict how each area will perform in the year ahead of us.
*Outline of this E…
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Dec 22, 2021
More Masks, Made in the USA, and More Inflation, Ep# 106
The Omicron variant, supply chain issues, and inflation –– it seems like everybody is getting hurt. Mask mandates are once again being implemented in cities all over the U.S. regardless of vaccination status due to the rising fears of the new Covid-19 variant. What kind of economic turns come out of mask mandates? How can we learn to adapt with Covid without breaking down local economies, increasing inflation and deterring people from working again? We’re tired of seeing people get hurt. Mark “Johnny Lawrence –– Cobra Kai” Tepper is joined once again with Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd as the three tackle these hot topics and more on Episode #106 of “The Capitalist Investor.”
*Outline of this Episode *
* *[2:10] *The economic standpoint of mask mandates
* *[12:55] *Boosting the American economy.. What if?
* *[20:05] *Everyone is still getting hurt by inflation
* *[21:40] *Politics influences money
* *[30:00] *Rea…
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Dec 15, 2021
Is It Time to Rethink the S&P?, Ep #105
What’s a greater risk to the market? Is it the new Omicron variant or the Federal Reserve? When buying into the S&P 500, where exactly is your money going? Since last month, the S&P 500 had a maximum drawdown of roughly 4.1 percent –– there was panic but then it recently recovered. But while the S&P 500 was down 4 percent –– the overall market was down even more. This makes us think that the S&P 500 may not be the best index anymore to forecast how the overall market is performing. Is it time for a new index?
In Episode #105 of "The Capitalist Investor," Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd reflect on the market’s history, debate overvalued stocks, and stroll through the evolution of indices just to answer all your questions and more.
*Time outline: *
* *[6:30] *The economy’s immunity to Omicron
* *[10:55] *The Fed is a great risk
* *[14:00] *S&P’s issue with reliability
* *[20:45] *History of the Indices
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Dec 8, 2021
Omicron, Powell Backtracks, and an Evolving Black Friday, Ep #104
A lot has happened within the past week: a new Covid-19 variant was detected, chairman of the Federal Reserve, Jay Powell, finally retired the word “transitory,” and Black Friday sales may have had their last great chance. If you didn’t get the chance to listen to last week’s episode, it has everything you need to pace along with all the topics in this one and understand why we’re talking about them now. In Episode #104 of the “Capitalist Investor” Mark “Johnny Lawrence -- Cobra Kai” Tepper, Derek “Diamond Hands D” Gabrielsen and “Cool Hand” Luke Lloyd take care of the hottest current events for you including the Omicron variant, Powell’s hawkish turn, and Black Friday trends.
Outline of this Episode
* *[02:39] *Omicron and impulsive reactions
* *[06:30] *Variants aren't a threat to the market –– an economic shutdown is
* *[11:10] *Jay Powell must have heard last week’s episode
* *[17:10] *The inflation crisis is about long-term gain, not sho…
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Dec 1, 2021
Inflation: Not So Transitory, Ep #103
This week, Mark is joined once again by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd as the three grapple with America’s ordaining inflation crisis. Join the guys and put a quarter in the swear jar for every time you use the word “transitory” when describing inflation. Here, we don’t like that t-word and we’re going to tell you why we’re throwing it away. This inflation crisis cannot be named, it cannot be ignored. It’s coming in hot and it’s burning a hole through American’s wallets. How can the country curb rising inflation rates? How long will it take to dig ourselves out of this hole? We tackle these questions and more on Episode #103 of "The Capitalist Investor."
*Outline of this Episode *
* *[2:58]* Inflation at the front and center
* *[4:20] *The average American gets hurt the hardest
* *[5:40]* Why saying “inflation is transitory” is a big lie
* *[12:40]* A supply chain crisis creates textbook inflation
* *[1…
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Nov 24, 2021
Peloton’s Stock Ride and the Expanding Market of Electric Vehicles, Ep #102
Mark “Johnny Lawrence” Tepper is joined in this week's episode by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for Episode #102. The guys tackle Peloton's golden stock era and their drastic dip in demand and whether or not their new stock offerings are going to work out for the exercise company in the long run. What else can Peloton offer to its loyal base?
This episode also includes some predictions on the future of electric vehicles as new motor companies enter the ring to compete with Elon Musk's Tesla. Will there ever be a day when EV's replace the sound of every roaring engine?
The guys answer all these questions and more on Episode #102 of "The Capitalist Investor."
*Outline of this Episode
*
* *[2:30] *Peloton’s history of great highs and recent lows
* *[4:00] *The thrill of Peloton’s stock offering
* *[18:55] *Electric vehicles, Tesla’s competition, the appeal
*
*
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Nov 17, 2021
Twitter’s Tank on Tesla, Zillow’s Flip on House Flipping and Alternative Investments for You , Ep. #101
Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for episode #101. During this episode, the guys discuss everything from Zillow stopping their house flipping segment of their business to Elon Musk selling billions of dollars worth of stock. How do you diversify your portfolio with other alternative assets like fine art and fine wine? What is the real reason Elon Musk is selling billions of dollars worth of stock? Is it to cover his tax liability, appease the voters on his Twitter poll or did he just want to sell his stock? What are the takeaways from Zillow shutting down their house flipping business and what does it mean for the future of the housing market? We answer of all of these questions and more on episode #101 of “The Capitalist Investor.”
*Outline of this Episode*
· *[4:28] *Elon Musk is always thinking ahead
· [*13:55] *Zillow does a 180 straight out of the house-flipping business…
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Nov 10, 2021
China’s Hypersonic Missile, the Space Race & the Cost is $0, Ep #100
Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for a very special episode #100! During this episode, the guys discuss everything from China developing and testing a hypersonic missile to their new technology where they could shoot the missile into space. What impact does this have on the world and what is China trying to accomplish? What about the space race and the future of the final frontier? Jeff Bezos, Elon Musk and Richard Branson are driving innovation and creating new opportunities in space. Do the private markets and billionaires allocate capital better than the Government? Joe Biden keeps on saying that the cost is $0 for the spending package. What is the true cost of the spending bill and how will it impact you? We answer of all of these questions and more on this #100th episode of “The Capitalist Investor”.
*Outline of this Episode*
* [1:30] US–China relations and the nuclear-cap…
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Nov 3, 2021
Big Brother, the IRS, Bad Referees, and Crypto, Ep #99
Mark “The Iceman” Tepper is joined this week by both Derek and Luke for a very special show! The guys discuss the implications of the current proposal for the IRS to be able to look at your bank account records for any account with $10,000 worth of transactions and any transaction above $600. Will this lead to more people moving money to Crypto? The big question you need to ask yourself, is why is the government trying to look into your bank account? Data and privacy concerns are always front and center in today’s world. Should the Government be forced to produce long term financial plans for the country that don’t change every election season? Will the US remain the #1 superpower in the world? Has Mark changed his nickname again? Has big brother become too big? All of this and more, next!
*Outline of this Episode*
* [2:10] Biden's IRS proposal and privacy.
* [4:11] What's the deal with the Billionaire Tax and the ever-changing narrative?
* [7:35] Can Crypto and Bitcoin…
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Oct 27, 2021
Facebook, The Metaverse, Ep #98
Mark is joined this week by Luke Lloyd and they dive into why Facebook is deciding to change their name and what it means for the future of the company. Mark Zuckerberg announced that the name change is going to revolve around the “Metaverse”. Mark & Luke discuss where Facebook has been, where they are going, and even some potential names that Facebook will choose.
Facebook was founded upon sketchy values and ideals. Between the Winklevoss Twins suing Mark Zuckerberg and Facebook originating as a “Hot or Not?” college platform ranking the looks of people, the history of Facebook proves to be volatile. Is this name change a PR stunt to distract from the current issues Facebook is facing with data, privacy, and censorship? How does cryptocurrency fit into all of these big tech firms and the future of blockchain technology? Mark & Luke discuss all of this on this on this week’s episode of The Capitalist Investor.
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Oct 20, 2021
Jamie Dimon, Still Not a Fan of Bitcoin, Ep #97
Derek is joined this week by Tony Zabigala and they once again dive into the latest Crypto news! Just as Bitcoin cracks the $60,000 level, notable Crypto bear and JPMorgan Chase CEO Jamie Dimon once again comes out to slam Bitcoin. Dimon has been a vocal non-believer of all crypto for many years, but is it time to start listening? The guys discuss, next!
Yet people made hundreds of thousands, millions of dollars on it, right? There is no question that that is valuable. There's no question that it can be a big part of the future. I just think we have a long ways to go before it's mainstream. The biggest thing that I see is regulation is a concern. The U.S. government doesn't know how to do this. They want to start monitoring bank accounts that have $600 plus deposits. Are we willing to let the IRS have the ability to do this?
Article Link:
https://www.cnn.com/2021/10/12/investing/jamie-dimon-bitcoin/index.html
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow De…
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Oct 14, 2021
4 Big Risks That Could Trip up the Stock Market Soon, Ep #96
Derek and special guest "Cool Hands Luke" discuss potential risk factors that could add to the already volatile markets. Labor shortages, significant inflation, climbing oil prices, and numerous problems in China are all discussed! Will the US markets be able to weather the storm, or will it lead to a 4th quarter pullback? Derek and Luke discuss, next!
Article link: https://news.yahoo.com/4-big-risks-that-could-trip-up-the-stock-market-soon-goldman-160805923.html#:~:text=The%20investment%20bank's%20chief%20U.S.,4)%20slowing%20China%20economic%20growth
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect with Luke Lloyd
* Twitter: @Lloydboyluke
* Follow Luke on Linkedin
* Check out SWP's YouTube Channel
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Oct 6, 2021
5 Beaten Down Stocks to Buy on the Dip, Ep #95
Mark and Derek are back and better than ever! The guys discuss not only some beaten down stocks that might be good buys, but the overall market conditions as well. What does the 4th quarter have in store? How would the market react if the debt ceiling is not raised? And finally, is there a correction on the way? The Iceman and Diamond Hands D have it all for you, next!
Link: https://www.kiplinger.com/investing/stocks/stocks-to-buy/603523/beaten-down-stocks-to-buy-on-the-dip
[10:44] *Deere & Co.* (*DE*) is the world's leading agricultural equipment manufacturer, producing some of the most recognizable products in the heavy machinery industry.
[13:30] *UBS Group* (*UBS*) is the world's largest wealth manager, with $2.6 trillion in assets under management.
[16:40] *Vertex Pharmaceuticals* (*VRTX*) is a global biotechnology company that discovers and develops small-molecule drugs for the treatment of serious diseases.
[19:45] *Visa* (*V*) is one of the largest payment processors in th…
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Sep 29, 2021
NFTs, Explained (Part II), Ep #94
In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens. In this two-part episode, the guys are joined by two special guests, NFT collectors Eric Spray and Ben Phillips. Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io. The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now. Are NFTs really the future? Or is it a fad that will crash and burn? With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.
You're going to have some people that made millions and millions of dollars in crypto, and they're moving a lot of it over to the NFT world and they know about this stuff, and they're happy to help you with everything.
Eric Spray:
https://www.bafl.io/
Twitter: @espray21
Ben Phillips:
https://deadheads.io/…
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Sep 22, 2021
NFTs, Explained (Part I), Ep #93
In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens. In this two-part episode, the guys are joined by two special guests, NFT collectors Eric Spray and Ben Phillips. Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io. The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now. Are NFTs really the future? Or is it a fad that will crash and burn? With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.
[5:10] Tony felt the best way to learn was to do it himself. So with the help of Eric he started looking into how to buy an NFT. Tony mentioned it was very similar to buying something on an eBay auction.
[7:51] Derek's path to buying NFTs was a little different. He started with purchasing NBA Top Shot mome…
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Sep 15, 2021
El Salvador Welcomes Bitcoin, Ep #92
The Iceman and Diamond Hands D discuss the recent launch of Bitcoin as the national currency of El Salvador. The launch of Bitcoin as a national currency had a very rocky start but still took Bitcoin a step closer to full adaption. Mark and Derek also discuss what this means for Bitcoin and other cryptocurrencies in the future. Finally, what other applications lie ahead for blockchain technology, and when can we stop carrying a wallet!?
One would think that El Salvador coming out and saying that they were going to accept Bitcoin as a legal currency would be good, right? Shouldn't it also be good for crypto? Bitcoin did not respond positively to that news.
Countries like El Salvador adopting Bitcoin as a currency and potentially even their national currency makes a lot of sense, at least in theory. We need to be watching to see if other countries in Latin America, who are also all very similar sociologically and financially, start adopting the same ideas. How hard will the U.S. fight…
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Sep 8, 2021
12 Questions Retirees Often Get Wrong About Taxes in Retirement, Ep #91
Diamond Hands D and Tony The Tiger discuss several questions that both retirees and non-retirees get wrong when thinking about taxes. Derek and Tony further discuss what tax changes could be coming and what it means for everyone's retirement, and what we can do now to prepare.
https://www.kiplinger.com/retirement/602564/questions-retirees-often-get-wrong-about-taxes-in-retirement
[3:50] When you retire, will your taxes be higher or lower than when you were working? Should I be putting all my money into a Roth IRA because it isn't taxable?
[7:20] Are my Social Security benefits taxable?
[11:04] Can you contribute to an IRA after you retire?
[12:10] Are withdrawals from IRA tax-free once you are retired?
[13:15] Are post-retirement rollovers from a 401(k) plan to a traditional IRA tax-free?
[14:56] Is the income you receive from an annuity you own taxable?
[15:50] At what age must holders of traditional IRAs and 401(k)s start taking required minimum distributions (RMDs)?
[18:35]…
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Sep 1, 2021
Is the Red Hot Housing Market Cooling Down?, Ep #90
The Iceman and Diamond Hands D break down the current state of the housing market. The guys explore and discuss many of the questions investors are asking about the sustainability of this red hot market. Can it continue, or are we headed for a crash? How do retirees play the market if they are considering a vacation home? Mark and Derek also discuss different stocks they like in today's homebuilders' category.
[2:30] Where are we at right now? From the shortage of homes for sale, average price being right around $360,000, to the 18% appreciation over the last year.
[5:07] Houses were being sold 20% over the asking price. 100% seller's market.
[8:40] Will the housing market crash? Can the prices continue to go up?
[10:15] Homebuilders can solve many of these supply issues. We have gone ten years without building homes. How to invest in the housing market? D shares his knowledge of Pulte Homes stock PHM as an investment option.
[14:45] Home buying season is coming to an end, especia…
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Aug 25, 2021
The Increasing Threat of Cyber Attacks and Hacks, Ep #89
The crosshairs are on the Cryptocurrency community because cyber attackers are demanding their ransom be paid in Bitcoin. Bitcoin is the currency of choice for illegal activity & blackmailing corporations. Hackers are taking advantage of the lack of regulation and oversight that is currently in place. Does this activity change the way you feel about owning it? Will regulations affect the value of Bitcoin? How will gains be reported for tax purposes? Tony “The Tiger” Zabiegala and "No Nickname" Mark Tepper discuss their views on this very important issue. And finally, has Mark landed on a nickname?!
[4:50] Tony has Lifelock but Mark has an even better method of protecting your identity from being hacked.
[5:45] T‑Mobile Cybersecurity Incident Update
We have been working around the clock to investigate claims being made that T-Mobile data may have been illegally accessed. We take the protection of our customers very seriously and we are conducting an extensive analysis alongsid…
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Aug 18, 2021
Sports Franchises Try to Hold Cities Ransom, Ep #88
Diamond Hands D & Tony Z discuss how sports franchises attempt to hold cities ransom with their stadium leases and construction. The Buffalo Bills ask the locals for $1.1 BILLION to build a new stadium. Should the local taxpayers pay for these stadiums? Not everyone is a sports fan but yet many stadiums are built on taxpayer dollars. Also, would you pay to watch the Super Bowl?
[2:43] Buffalo Bills Want a $1.1 Billion New Stadium
Preliminary talks have begun between the owners of the Buffalo Bills, the State of New York, and Erie County as officials consider a pitch by the team to build a new NFL stadium. It’s one of the largest asks for public money in pro sports stadium negotiations: Pegula Sports and Entertainment, the team’s owners, have pitched a $1.5 billion proposal for a new stadium in Orchard Park and additionally help cover some renovation costs to the Pegulas' NHL Sabres arena in downtown Buffalo.
[5:00] Cleveland has lived through this before and is currently dealing…
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Aug 11, 2021
Robinhood IPO – Burnout or Breakout?, Ep #87
In this week's episode, Mark and Derek discuss the wild ride that is the Robinhood IPO! The stock has bounced back in a big way after starting out one of the worst IPOs in recent history. Is now the time to buy? Has the growth story already happened, or is the best yet to come for $HOOD? The dynamic duo reveals the three boxes a stock must check to end up in their portfolio.
[2:00] Robinhood’s IPO
[14:40] Dangers for Novice Investors
[19:10] Would We Own Robinhood? Our Criteria - Management Team, Growth and Valuation
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPConnect.com
*Subscribe to **The Capitalist Investor
*
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Aug 4, 2021
The Truth About Dark Pool Trading, Ep #86
In this week's episode, Derek and special guest Tony Zabigala discuss dark pool trading. What is it, is it legal, and why is #apenation so upset about it?! You'll want to listen to the end to get Tony's killer "Dino Egg" recipe!
[3:12] Dark Pool Trading. What is it?
[6:54] Why do Dark Pools exist?
[11:10] Pros and Cons
[17:40] Do we really want to know the “How”
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPConnect.com
*Subscribe to **The Capitalist Investor*
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Jul 28, 2021
How to Properly Deal With Market Volatility, Ep #85
In this week’s episode, Mark and Derek discuss when is the proper time to panic over a market pullback. In a given year the normal pullback in the market is around 12%-13%. How much have we seen in 2021? Additionally, the guys discuss how to reevaluate a position, time horizon, and what should be required before you're allowed to troll someone on Twitter.
[1:00] What people should and shouldn’t expect from the stock market.
[1:38] Investors have a short term memory
[9:55] Twitter Trolls - Want to double their money overnight!! A true measure of how to evaluate a stock.
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPConnect.com
*Subscribe to **The Capitalist Investor*
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Jul 21, 2021
Investing Like the Super Rich, Ep #84
Mark & Derek (Diamond Hands D) discuss a recent article that they read from Bloomberg about Tiger 21, a club of more than 800 ultra-high net worth investors. What are these top 1% investing in? What should we take from this information? The guys break it all down for you in this episode. Derek also shares one of his favorite shows to watch ... yes it is another WWE show.
[0:56] WWE Most Wanted Treasures Show
[2:58] What puts you in the ultra-high net worth category?
[5:13] Public Equities
[8:50] Private Equities
[13:18] TECH, FANG & Clean Energy
[15:10] Cryptocurrencies
Bloomberg Article
TIGER 21 https://tiger21.com/ @TIGER21
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPCon…
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Jul 14, 2021
Sourcing Hidden Gem Stocks, Ep #83
Most novice investors want instant results. When they see that the stock is moving in an upside direction after they bought it, they conclude that they have bought the right stock. The destructive habit of instant results has led investors to another destructive habit – instant gratification. Investing for a solid retirement isn't gambling on meme stocks. But in this week's episode, Mark and Derek discuss how Strategic Wealth Partners research companies that may have that 10x abilities in the future.
[2:39] What is sourcing hidden gem stocks?
[9:29] STEP ONE: Source the Names or Ideas
[20:41] STEP TWO: Do Your research
[27:58] Derek's Smoking Ribs Tips
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and c…
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Jul 7, 2021
6 Considerations When Choosing a Financial Advisor, Ep #82
Choosing the right financial advisor to work with can be a difficult decision. To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy. Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with.
[1:26] Number 1: Decide what part of your financial help you need help with
[4:00] What a good financial advisor should be doing in the first meeting
[ 5:40] Number 2: Learn about the different types of financial advisors
[9:30] Number 3: Choose what financial services you want
[15:34] Number 4: Decide how much you can afford to pay for a financial advisor
[18:24] Number 5: Research a financial advisor
[21:09] Important question: Why a financial advisor is in this business?
[23:00] Number 6: Make sure they answer your questions directly
[24:14} BONUS Number 7: What makes you different from their competition?
What was discussed in this episode:
Forbes Article
Connect…
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Jun 30, 2021
Meme Stock Mania, Ep #81
Mark and Derek discuss the meme stock mania. Everyone is talking about how these stocks are changing the way some people look at investing in the market. A flurry of individual investors, spurred on by Reddit’s WallStreetBets community, has sent share prices soaring in companies that Wall Street had largely forgotten. And plenty of people have seen substantial gains in a short period of time. Who is investing in these stocks? How have these trends changed investing? How should you approach buying these stocks?
[3:12] SWP's methodology in choosing stocks
[4:28] Who is investing in these stocks?
[5:58] Their takes on the AMC & Gamestop stocks
[8:44] What is Naked Brands?
[10:37] What is Humble?
[13:04] How you should approach these stocks?
[16:58] Micheal Burry's thoughts on these stocks article
[18:09] Melvin capital goes under from shorting Gamestop article
Resources & People Mentioned
AMC https://finance.yahoo.com/quote/AMC/
GAMESTOP https://finance.yahoo.com/quote/GME/
CLOVER HE…
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Jun 23, 2021
Americans Postponing Retirement Due to COVID?!?, Ep #80
About 69 million Americans now say Covid prompted them to change their retirement timing. That’s up slightly from 68 million as of May 2020.
Mark & Derek discuss what has impacted people's retirements that caused people to push back their retirement. What caused this? What decisions were made that forced this? Are you one of these people?
Outline of This Episode
[5:44] Retirement savings disrupted*
*[8:28] What would happen if you missed the 20 best days?
[11:27] 34% of workers feel less confident & 23% of retirees feel less confident
[ 23:05] What should people do to make sure they are not stopping their retirement?
Resources & People Mentioned
CNBC Article https://cnb.cx/3wKgMY0
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Ch…
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Jun 16, 2021
7 Ways Biden Plans to Tax American Families (Part II), Ep #79
Mark and Derek will continue their discussion on how President Biden plans to tax "the rich" and the not-so-rich. All these taxes keep dipping into the middle class. As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes. Who will be affected? How will these tax increases affect you? What you need to pay attention to as these tax increases are passed?
OUTLINE OF THIS EPISODE
[1:00} Recap the first two plans
[1:20] Number Three: Raise taxes on the step-up inherited property
[7:00] Number Four: Tax Carried Interest Taxed as Ordinary Income
[9:55] Number Five: Like-Kind Exchanges
[12:35] Number Six: Extend the business loss Limitation Rule
[14:24] Number Seven: Increasing Enforcement Activities
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
*…
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Jun 9, 2021
7 Ways Biden Plans to Tax American Families (Part I), Ep #78
Part one of how President Biden plans to tax "the rich" and the not-so-rich. All these taxes keep dipping into the middle class. As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes. Who will be affected? How will these tax increases affect you? What you need to pay attention to as these tax increases are passed?
OUTLINE OF THIS EPISODE
[3:35] President Biden's six trillion dollar budget proposal
[5:00] Deficit spending to get out of a hole
[7:40] How the Ultimate Warrior is similar to the stimulus checks (greatest analogy ever)
[12:20] Number One: Increase the top income tax rate
[18:00] Number Two: Raising the capital gains tax
LINKS TO THINGS DISCUSSED
WWE LEGENDS https://www.biography.com/tag/wwe-legends
Connect with Derek Gabrielsen
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Jun 2, 2021
13 Stocks Activist Investors Are Buying, Ep #77
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What is activist investing? When an activist investor buys into a company, is it good or bad? In this episode of The Capitalist Investor, we’ll share what an activist investor is and what they do. We’re also going to dissect 13 different stocks that activist investors recently bought into—and whether or not we think that’s a good move. Don’t miss it!
Outline of This Episode
* [1:23] What is activist investing?
* [4:05] #1: First Energy stock
* [5:56] #2: Intel
* [8:18] #3: Kohls
* [11:58] #4: ExxonMobil
* [13:57] #5: Bausch Health
* [15:12] #6: Dannon Yogurt
* [16:50] #7: Elanco Animal Health
* [18:41] #8: Forward Air
* [20:21] #9: Delek
* [21:35] #10: Prudential
* [23:36] #11: ACI Worldwide
* [24:56] #12: Xerox
* 27:09] #13: Cubic
Resources & People Mentioned
* Get started with a $495 comprehensive financial plan at Your495Plan.com
* Carl Icahn: https://en.wikipedia.org/wiki/Carl_Icahn
* FirstEne…
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May 26, 2021
Time Horizon and Its Impact on Your Investment Strategy, Ep #76
Time Horizon and Its Impact on Your Investment Strategy, Ep #76
What is the importance of time horizon in building out your unique investment strategy? If you’re getting advice from TV, Twitter, and podcasts but your time horizon is different from theirs, you could be getting things all wrong. That’s why you need to incorporate a time horizon into your investment selection process. We talk all about it in this episode of The Capitalist Investor (with COO Tony Zabiegala).
Outline of This Episode
* [0:49] The importance of time horizon
* [3:08] What is the definition of a “hobby bucket?”
* [4:55] Listening to the talking heads on TV
* [9:12] Time horizons as it relates to financial planning
* [13:15] The 60/40 portfolio is outdated
* [15:52] Qualified and non-qualified funds
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
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Connect With Mark Tepper
*…
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May 12, 2021
Sell in May and Go Away?!?, Ep #75
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Sell in May and go away stems from a saying in England, “Sell in May and go away and come back on St. Leger’s Day.” St. Leger’s Day is the last leg of the British Triple Crown (horse race) around mid-September. Everyone wanted to head out to the country to escape the heat. The basic gist of this saying is that from May–October the stock market experiences what’s known as weak seasonality. However, historically, May–October is typically still positive. So should you sell in May and go away? We share what we think you should do in this episode of The Capitalist Investor!
Outline of This Episode
* [1:04] Sell in May and go away
* [2:24] What the statistics tell us
* [9:35] What short-term investors should do
* [11:17] What long-term investors should do
* [12:48] The adage is a market-timing trap
* [16:54] Sell in May and go away is outdated
Resources & People Mentioned
* ADANI
Connect with Derek Gabrielsen
* T…
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May 5, 2021
The Crypto Craze Continues, Ep #74
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Where is the crypto market right now? Should you buy Bitcoin, Ethereum, Dogecoin, and other crypto? The crypto craze is forging ahead at record speeds, so we’re revisiting the topic. In this episode of The Capitalist Investor, we cover where the crypto market is, a strategy you can use to begin buying it, and talk about the popular options available today. Check it out!
Outline of This Episode
* [0:30] The crypto conversation
* [6:13] Where is the market right now?
* [13:56] The dollar cost average strategy
* [17:45] Bitcoin + Ethereum
* [23:07] Speculative crypto
Resources & People Mentioned
* Blockfolio
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questi…
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Apr 28, 2021
How the NFL Draft and Investing Are Alike, Ep #73
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The NFL Draft is here! Even better, Cleveland is hosting it this year. So we decided this week we’re going to parallel the NFL draft with the stock market. How does drafting the best players in the country compare to picking stocks? Even bigger question—who will the Browns pick? Don’t miss this draft-themed episode!
Outline of This Episode
* [3:02] Comparing the NFL draft to stocks
* [3:45] Risk-adjusted returns and draft lineup
* [4:31] Big-ticket players versus the hidden deal
* [6:06] What position will the Browns pick?
* [8:23] Draft for need to find a complementary player
* [10:05] Sheldon Richardson: working in limited capital
* [15:40] Joe Thomas = the staple in your portfolio
* [16:22] Tom Brady [Super Bowl champion extraordinaire)
* [18:22] Andrew Barry: Analytics and managing risk
* [20:11] The biggest losses the Browns have taken
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Dere…
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Apr 21, 2021
10 Retirement Planning Tips [Part II], Ep #72
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In this episode of The Capitalist Investor, we pick up where we left off a couple of weeks ago with the top 10 retirement planning tips for 2021! We cover the remaining 5 tips that Forbes recently covered in their article. Which ones are worth your time and investment? Listen to find out!
Outline of This Episode
* [1:18] #6: Practice retirement spending now
* [3:37] #7: The Coronavirus hardship withdrawal
* [4:29] #8: Reassess your post-crisis risk tolerance
* [6:12] #9: Consider part-time work in retirement
* [7:06] #10: Should you postpone your retirement?
Resources & People Mentioned
* Top 10 Retirement Planning Tips for 2021
* How to Plan for Rising Healthcare Costs
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a…
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Apr 14, 2021
The Booming Housing Market, Ep #71
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The housing market is on fire. There are 1.45 million licensed realtors in the US but only 1.03 million existing homes for sale in the US. Inventory has plummeted as houses are bought off the market left and right. Where do we see the housing market going? Should you consider buying a home? Listen to this episode of The Capitalist Investor for our thoughts!
Outline of This Episode
* [0:21] The booming housing market
* [3:33] It’s time to build more houses
* [4:57] The challenges for home buyers
* [9:10] The headwinds facing the real estate market
* [12:59] The unexpected Miami real estate
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to u…
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Apr 8, 2021
10 Retirement Planning Tips [Part I], Ep #70
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What are the top 10 retirement planning tips for 2021? Forbes recently wrote an article outlining their top 10 tips—but are they legitimate? In this episode of The Capitalist Investor, we dissect their article and share what we think is the better strategy. Check it out!
Outline of This Episode
* [1:14] Tip #1: Be ready for early unplanned retirement
* [3:07] Tip #2: Deal with your debt immediately
* [5:35] Tip #3: Prepare a health insurance strategy
* [7:21] Tip #4: Maximize your HSA contributions
* [8:49] Tip #5: Understand your retirement income options
Resources & People Mentioned
* Top 10 Retirement Planning Tips for 2021
* How to Plan for Rising Healthcare Costs
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark…
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Mar 31, 2021
11 Stimmy Stocks That Could Benefit, Ep #69
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*
The latest $1.9 trillion stimulus package—that included $1,400 per person—started hitting bank accounts recently. A recent report from Deutsche Bank looking at people between 32–54 years old, found they were planning to spend 37% of their checks on stocks. Half of those ages 25–34 planned to invest 50% of their stimulus money on stocks. With an upswing in spending in the stock market, which companies could benefit the most? Which do we think could be good picks? Listen to this episode to find out!
Outline of This Episode
* [2:00] The latest stimulus package passed
* [5:32] Two different ways to look at this
* [12:10] Expedia
* [13:43] Bank of America
* [14:53] Anheuser-Busch InBev
* [15:52] Coca-Cola
* [17:04] Southwest + Alaska Airlines
* [18:34] Disney
* [20:38] MGM & Caesars
* [22:02] Wyndham Hotels
* [23:38] VICI properties
Resources & People Mentioned
* 11 Recovery Stocks That Could Get a Stimulus S…
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Mar 24, 2021
The Golden Rule of Investing, Ep #68
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Nate Fisher and Luke Lloyd join me in this episode of The Capitalist Investor to talk about the golden rule of investing: Don’t be dumb. Don’t do things you shouldn’t be doing. It seems simple, right? So what are some dumb decisions we seen people make? What should you do instead? Listen to learn more!
Outline of This Episode
* [1:00] The Golden Rule of Investing
* [2:10] Don’t be left holding the bag
* [4:20] Are you investing—or gambling?
* [6:42] Are you shooting for a home-run?
* [9:52] Be wary of the knuckleball
* [13:50] Do your homework
Resources and People Mentioned
* Nate Fischer
* Luke Lloyd
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send you…
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Mar 17, 2021
Concentrated Portfolios vs. Diversified Portfolios – Which Performance Matters? Ep #67
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People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it!
Outline of This Episode
* [0:30] Pimping your performance
* [4:45] Outperformance in a diversified strategy
* [7:10] Catherine Wood of ARK Invest
* [11:32] The right risk concentration
* [12:14] Cheer on the success of others
* [15:07] There is a place for thematic strategies
Resources & People Mentioned
* Catherine Wood
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
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* Check out Derek’…
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Mar 10, 2021
Avoid Making These 5 Errors [Throwback]
In this special throwback episode of The Capitalist Investor, Derek and I cover 5 behavioral finance errors to keep in mind (and steer away from): confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. If you need to make better decisions with your portfolio, this is a can't-miss episode!
*Outline of This Episode*
* [1:22] Misbehavior costs you
* [2:53] Confirmation bias
* [4:36] Information bias
* [7:34] Loss aversion
* [10:23] Oversimplification tendency
* [12:30] Hindsight bias
*Resources & People Mentioned*
* The Tesla Cybertruck
* Apple
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
Send your questions and comments to us at info@SWPConnect.com
*Subscribe to **The Capitalist Investor*
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Mar 3, 2021
Analyzing Warren Buffett's Recent Trades, Ep #65
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Warren Buffett has been making a lot of portfolio moves. He recently sold 11 stocks—and then bought 10. We won’t dissect all of them but we do want to talk about the common themes. What sticks out? What confuses us? Would we make any of the same trades? Listen to this episode of The Capitalist Investor to learn more!
Outline of This Episode
* [2:03] Warren Buffett’s 21 portfolio moves
* [2:45] The stocks that Warren Buffett dumped
* [12:43] Warren Buffett’s buys
* [21:13] Our final takeaway: does anyone care?
Resources & People Mentioned
* 10 Stocks Warren Buffett Is Buying (And 11 He's Selling)
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions an…
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Feb 24, 2021
Cannabis Stocks Lighting Up—How to Play the Trend, Ep #64
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Now that we have a blue president and senate, it’s looking like Cannabis will be federally legalized. That means the entire legalization process will be accelerated across the US. We see opportunities opening up in US-based cannabis companies. But are you too late to the game? Or will momentum continue to push things in a positive direction? Listen to hear our take on cannabis stocks, what you could buy, and the future of the industry.
Outline of This Episode
* [0:25] Cannabis in the stock market
* [6:08] The US-based cannabis companies
* [8:32] Stock #1: Green Thumb (GTBIF)
* [10:26] What the numbers tell us
* [16:42] Stock #2: Curaleaf (CURLF)
* [21:58] Stock #3: Turning Point Brands (TPB)
* [23:20] The ETF options for cannabis stocks
* [24:08] Are you too late to the party?
Resources & People Mentioned
* Curaleaf
* Green Thumb
* Turning Point Brands
* Marijuana sales in 2020
Connect with Derek Gabrielsen
* T…
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Feb 17, 2021
Jeff Bezos and Amazon: Past, Present, and Future Ep #63
Amazon is the 2nd largest company in the entire world. It’s in most of our client’s portfolios. So everyone’s big question is: Will Amazon stay healthy now that Jeff Bezos is stepping down as CEO? What does this mean for Amazon? What are his next steps? In this episode of The Capitalist Investor, we look at how Amazon was started, how it’s grown, and where we see it heading. Don’t miss it!
Outline of This Episode
* [0:25] Jeff Bezos is stepping down
* [3:18] What role should Bezos play?
* [8:57] Where did Amazon start?
* [9:53] The new CEO: Andy Jassy
* [12:44] Will the change impact Amazon?
Resources & People Mentioned
* Jeff Bezos
* Andy Jassy
* Tim Cook
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Cha…
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Feb 10, 2021
6 Actionable Lessons for Investors, Ep #62
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What should you implement in your day-to-day investing? What are some key things you can do to improve your probability of successful investing? In this episode of The Capitalist Investor, we share six actionable lessons investors can take and implement now. Don’t miss it!
Outline of This Episode
* [1:42] 6 Actionable Lessons for Investors
* [2:28] Lesson #1: Nobody ever went broke taking a profit
* [5:05] Lesson #2: Take calculated risks
* [7:15] Lesson #3: Play with the house’s money
* [9:05] Lesson #4: Excesses are never permanent
* [10:48] Lesson #5: Know your exit strategy
* [12:33] Lesson #6: Above all—stay disciplined
Resources & People Mentioned
* DermTech
* Silvergate
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
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Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on Linked…
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Feb 4, 2021
Special Episode: The Super Bowl Indicator, Ep #61
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We are proud of the Browns and the Bills. The rust belt old school teams did well this year but sadly didn’t make it all the way. The Super Bowl has come down to the Chiefs vs. the Bucs. Who will win? What are our predictions? What does the Super Bowl Indicator tell us about how the stock market will do in 2021? Listen to this bonus episode of The Capitalist Investor to learn more!
Outline of This Episode
* [1:40] The Super Bowl Indicator
* [5:00] The indicator has been wrong 5 years straight
* [7:07] A better indicator: The equity risk premium
* [9:06] The 50-day and 200-day moving average
* [12:18] Our Super Bowl predictions
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel…
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Feb 1, 2021
GameStop, Reddit, and the Power of the Retail Investor, Ep #60
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What is happening in the stock market with GameStop and AMC? Is it good? Should it be happening? Is it even legal? In this episode of The Capitalist Investor, we dissect what’s happening and why it could be dangerous for the average retail investor.
Outline of This Episode
* [1:10] The background on GameStop and AMC
* [4:20] The lowdown on short-sellers
* [11:11] Why this is so dangerous for the retail investor
* [13:56] It’s a pump and dump scheme
* [18:19] What is the stock actually worth?
Resources & People Mentioned
* Reddit
* GameStop
* AMC
Connect with Derek Gabrielsen
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
Connect With Mark Tepper
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPConnect.com
*Subscri…
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Jan 27, 2021
Rating the Best and Worst Presidents According to the Stock Market, Ep #59
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There have been 23 presidents since the inception of the stock market, starting with Benjamin Harrison (who was president from 1889-1893). Who are some clear winners? Who are the clear losers? Why? In this episode of The Capitalist Investor, we are going to judge presidents based on their stock market performance throughout their presidency. We will share the four worst and the four best—and what we think impacted their performance.
Outline of This Episode
* [2:08] Let’s judge the presidents
* [3:53] Herbert Hoover
* [5:20] George W. Bush
* [8:48] Grover Cleveland
* [9:56] Richard Nixon
* [11:43] Donald Trump
* [13:35] Barack Obama
* [14:59] Bill Clinton
* [18:10] Calvin Coolidge
* [20:06] The bottom line is...
Resources & People Mentioned
* Kiplinger: The Best and Worst Presidents
* The Smoot-Hawley Tariff
* The History Channel: Grant
* The History Channel: Watergate
Connect with Derek Gabrielsen
* Twitt…
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Jan 20, 2021
The January Effect - Fact or Fiction? Ep #58
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What is the January Effect? People are so hung up on what happens in the stock market in January. There are so many sayings, hypotheses, and old wives' tales. Are any of them true? In this episode of The Capitalist Investor, we debate this highly-contested and long-standing wives’ tale. We walk through calendar effects, market anomalies as a whole, and why we should only look at returns in the modern era. Don't miss it!
*Outline of This Episode*
* [1:40] “As goes January, goes the year.”
* [5:06] Is history really on its side?
* [7:00] The game is constantly changing
* [12:53] Do we buy into the hype?
* [15:52] It’s just another data point
* [16:43] A friendly bet to launch 2021
*Resources & People Mentioned*
* Modern Monetary Theory
* BOOK: Unknown Market Wizards
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube…
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Jan 13, 2021
10 Ways to Kickstart Your Financial Fitness Routine, Ep #57
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Hundreds of people show up at gyms across the country on January 1st because their new year's resolution is to eat better and lose weight, right? But what about your financial fitness routine? Are you going to maintain the results you’ve achieved with your finances? Or are you going to set and reach new goals? In this episode of The Capitalist Investor, we share 10 ways you can kickstart your financial fitness routine. Get your finances in the best shape of your life.
*Outline of This Episode*
* [1:28] The importance of financial fitness
* [5:27] #1: Recognize that everyone's situation is unique
* [7:13] #2: Find a trainer to hold you accountable
* [9:18] #3: Document your starting point
* [10:40] #4: Identify your goals
* [13:48] #5: Trim the fat from your budget
* [15:47] #6: Track your progress
* [18:17] #7: Establish a routine
* [21:42] #8 Regularly workout every element
* [23:44] #9: Refuel with regular research
*…
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Dec 30, 2020
Is This the Death of Movie Theaters? Ep #56
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Are moving theaters going extinct? What will it take for a movie theater to survive? What will the value proposition need to change to? In this episode of The Capitalist Investor, we talk about how the COVID-19 pandemic impacted this industry. We touch on where the stocks are at, the bombshell that Warner Bros. dropped, and whether or not we see a recovery coming. If you’re a movie buff, don’t miss this one!
*Outline of This Episode*
* [1:06] Is this the death of movie theaters as we know it?
* [3:55] The shift toward home movie theaters
* [4:42] Has Hollywood lost its glamour?
* [6:05] Movies going straight to streaming
* [10:33] What will things look like moving forward?
*Resources & People Mentioned*
* Warner Bros.
* HBO Max
* IMAX
* Marcus Theatres
* AMC Theatres
* Cinemark
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out…
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Dec 23, 2020
SPAC Attack, Ep #55
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What is a *special purpose acquisition company* (SPAC)? What is its purpose? What is the risk versus reward with a SPAC? Should you invest in one? To be honest, we had no idea what a SPAC was until recently. We aren’t alone—many people don’t know how it works or how it affects their investments. So in this episode of The Capitalist investor, we break down these questions and give you answers.
*Outline of This Episode*
* [2:36] What is a SPAC?
* [4:57] Our take on SPACs
* [9:07] The recent SPACs
* [10:36] Our final thoughts on SPACs
*Resources & People Mentioned*
* Chamath Palihapitiya
* Virgin Galactic
* DraftKings
* SPAK ETF
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect…
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Dec 16, 2020
15 Hot Upcoming IPOs, Ep #54
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IPOs have been all the rage. So in this episode of The Capitalist Investor, we made a list of 15 IPOs that will be launching soon. We share what they are, what their valuation looks like, and whether we would “buy” them or hit “pass.” If you want a candid take on the world of IPOs, don’t miss this episode!
*Outline of This Episode*
* [1:07] The 15 hot upcoming IPOs
* [2:03] #2: DoorDash
* [4:33] #1: Roblox
* [5:43] #3: The Wish App
* [7:07] #4: Airbnb
* [9:37] #5: C3.ai
* [12:43] #7: Bumble
* [16:11] #8: AppLovin
* [17:15] #9: Instacart
* [19:08] #10: ThoughtSpot
* [20:39] #11: Petco
* [22:12] #12: UI Path
* [23:49] #13: Oscar Health Insurance
* [25:54] #14: Nextdoor
* [27:27] #15: Ascensus
* [28:37] Our top picks
*Resources & People Mentioned*
* DoorDash
* Roblox
* Wish
* Airbnb
* C3.ai
* Affirm
* Bumble
* AppLovin
* Instacart
* ThoughtSpot
* Petco
* UiPath
* Oscar
* N…
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Dec 9, 2020
All Aboard the Bitcoin Bandwagon, Ep #53
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Bitcoin has been all the buzz as it has regained its prior high from 2017 ($19,500). It has been bumping right up against $20,000 and is coming back to the forefront of investor’s minds. People are even starting to refer to it as digital gold. But does it deserve that designation? Where do we think it’s going? Should you buy it? How much should you buy? We cover all the bases in this episode of The Capitalist Investor!
*Outline of This Episode*
* [1:59] The Bitcoin Bonanza
* [4:43] Is Bitcoin still a speculative play?
* [8:35] How much should you invest in Bitcoin?
* [13:09] The #1 catalyst for explosive growth
* [15:42] Why you should play with the house’s money
* [17:53] Is Bitcoin the equivalent of digital gold?
* [21:34] Swag available: Nike hoodies and sweatshirts
*Resources & People Mentioned*
* Bitcoin
* Chainalysis
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn…
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Dec 2, 2020
Why This Holiday Shopping Season Will Be the Best Ever, Ep #52
As of the date of recording this episode, there have been 12.6 million confirmed cases of COVID-19 in the US and 260,000 deaths. So a lot of people are reigning in their holiday plans—which we believe will lead to a significant increase in holiday spending. Black Friday and Cyber Monday were huge days in the past. 42% of consumers started holiday shopping earlier than normal because there’s nothing else to do. So who might the winners and losers be? In honor of Thanksgiving, this is our Black Friday, Cyber Monday, holiday-shopping season episode of the Capitalist Investor.
*Outline of This Episode*
* [2:41] Brick & Mortar retailers
* [6:09] Best childhood Christmas gift
* [7:48] The winners and losers of retail
* [10:13] Nordstrom, Macy’s, & Kohls
* [12:43] Walmart, Target, Lowes, and Hope Depot
* [15:10] Under the radar holiday shopping stocks
*Resources & People Mentioned*
* Activision Blizzard
* iRobot
*Connect with Derek Gabrielsen*
* Twitter: @DerekGa…
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Nov 25, 2020
If Cleveland Browns Players Were Stocks, Ep #51
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As of Wednesday, November 18th the Cleveland Browns are 6-3. If they go 8-8 it will be their first non-losing season since 2007. So in this episode of The Capitalist Investor, we thought it would be fun to go through and compare some of the players and coaches on the Browns to stock categories. Don’t miss this fun episode!
*Outline of This Episode*
* [3:41] Myles Garrett: the steady out-performer
* [7:55] Kevin Stefanski: the “handsome” stock
* [13:21] Odell Beckham Junior: the under-achiever
* [18:42] Jarvis Landry: Mr. Consistency
* [20:10] Nick Chubb and Kareem Hunt: The workhorses
* [23:09] Baker Mayfield: the love/hate relationship
* [26:16] Bill Belichick: the stock that got away
* [29:13] Josh Gordon: stay-at-home stock
* [32:08] The Browns overall stock picks
* [35:20] Where is the Browns season heading?
*Resources & People Mentioned*
* Penn National Gaming
* Amazon
* Apple
* Beyond Meat
* Disney…
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Nov 18, 2020
Barstool Pizza Ratings for Stocks, Ep #50
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Anyone watch Dave Portnoy’s One Bite Pizza Reviews? In the spirit of Dave’s review system, we’re going to do our own Barstool Pizza Ratings—but for stocks. Listen to this episode of The Capitalist Investor to see how we rate different sectors of the stock market based on how we think they’ll perform. Don’t miss this fun episode!
*Outline of This Episode*
* [1:27] Pizza ratings for stocks
* [2:08] Cloud stocks
* [3:07] Home improvement
* [4:19] The big tech space
* [5:40] Large-cap stocks
* [8:11] Small-cap stocks
* [10:03] Healthcare
* [11:48] Consumer staples
* [15:08] Utilities
* [16:11] Energy
* [19:03] Travel
* [23:30] Our favorite pizza!
*Resources & People Mentioned*
* BOOK: Unknown Market Wizards
* David Portnoy’s One Bite Pizza Reviews
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube c…
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Nov 11, 2020
Even in 2020, There's Much to Be Thankful for, Ep #49
As of the day of recording this episode (Thursday, November 5th), we still don’t know who’s won the election. But rather than dwell on the negatives, we want to focus on what we’re thankful for in 2020. What positive things can we focus on in 2020 despite everything that’s happened? In this episode of The Capitalist Investor, we take a step back and focus on the good things that have happened this year. Listen to learn more!
*Outline of This Episode*
* [1:00] What are we thankful for?
* [5:14] The stock market
* [6:32] The rise of technology
* [8:00] Capitalism will survive the election
* [11:09] Active investment management
* [16:22] Family + health
* [16:53] Low interest-rates
* [18:00] Shoutout to listeners!
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
*…
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Nov 4, 2020
Asset Allocation Dilemma: Why the 60/40 Portfolio is Dead, Ep #48
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Traditional asset allocation models are going extinct. The 60% stocks 40% bonds portfolio split that you’ve been taught your whole life isn’t going to work like it used to. It’s time to think differently. When we came out of the global financial crisis, we could “set it and forget it” because interest rates on bonds were coming down.
As interest rates go up from the 0.75% they’re at right now, the price of current bonds will fall. You may even get a negative return from your bonds. The 40% allocated to fixed income will be a headwind to your performance—unless you get creative. How do you do that? What are some asset classes you could consider? Listen to this episode of The Capitalist Investor for our take.
*Outline of This Episode*
* [2:00] Why the 60/40 Portfolio is Dead
* [6:05] The purpose of the fixed-income allocation
* [8:17] Our top fixed-income alternatives
* [13:48] Why you NEED to make some changes
* [15:…
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Oct 28, 2020
11 Investments in Your Home That Pay Off, Ep #47
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Now that everyone has spent a significant amount of time in their homes due to the Coronavirus pandemic, we’re seeing a surge in home improvements. People are pulling money from the vacations that they would’ve had and are investing it into their home. But be careful—some improvements won’t add value. Which 11 improvements are worth investing in? What will raise the value of your home? In this episode of The Capitalist Investor, we walk through Kiplinger’s article “11 Home Features Today's Buyers Want Most”. We share our thoughts on each item—and throw in a bonus feature. Check it out!
*Outline of This Episode*
* [1:58] 11 Investments in Your Home That Pay Off
* [5:58] #2: Energy-efficient windows and appliances
* [7:04] #3: An outdoor living space adds value
* [8:10] #4: The affordable value-add—a ceiling fan
* [9:05] #5: You NEED garage storage space
* [9:46] #6: Exterior lighting is important
* [10:42] #7:…
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Oct 21, 2020
Red or Blue, These Stocks are Tried and True, Ep #46
What stocks will be election-proof? Will certain categories hold up no matter who is elected in November? In this episode of The Capitalist Investor, Derek and I share our take. Whether the country goes red or blue these stocks are tried and true. No matter who wins, these stocks belong in your portfolio. Check it out!
*Outline of This Episode*
* [1:05] We talk election-proof stocks
* [3:07] The fantasy football play
* [4:27] The consumer play will remain strong
* [8:09] The home builder/home improvement industry
* [11:52] The infrastructure package
* [15:43] Tech + healthcare
* [21:10] International stock options
* [22:00] The impact of a democratic sweep
*Resources & People Mentioned*
* Gavin Newsom on Gasoline-Powered Cars
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on Li…
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Oct 14, 2020
Spooky Stocks: Proceed with Caution, Ep #45
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What stocks are SO spooky that we recommend you run away fast? What stock picks hold more risk than reward? When we build out stock portfolios, there are only a finite amount of positions. So we aren’t going to take gambles. We’re trying to get the best ideas in there and avoid the loser picks. So in this episode of The Capitalist Investor, we share some “spooky” stocks you may want to avoid in the near future. All of the stars and planets must align for a lot of these plays to work out.
*Outline of This Episode*
* [0:24] Spooky Stock Picks: Proceed with Caution
* [4:44] Stimulus or no stimulus? That IS the question
* [7:45] Spooky Stock Sector #1: The entertainment industry
* [12:02] Spooky Stock Sector #2: Travel and tourism
* [16:00] Spooky Stock Sector #3: Retail + office space
* [20:29] All about The Capitalist Investor swag
* [22:51] Bonus Spooky Stock Sector: energy
*Connect with Derek Gabrielsen*
* Twitter:…
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Oct 7, 2020
Presidential Debates and the Possibility of a Contested Election, Ep #44
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The first presidential debate was nothing short of a clown show. The market hates uncertainty. The presidential debate debacle didn’t help on that front. Trump should’ve won the debate. Instead, he gave Biden a low threshold to overcome. Chris Wallace was getting railroaded with zero control of the debate. What does this mean for the upcoming debates? What does it mean for the election? We share our thoughts on the research and polls in this episode of The Capitalist Investor.
*Outline of This Episode*
* [0:21] Presidential Debates
* [3:02] Update on the betting odds
* [5:44] The clown show (AKA debate)
* [9:05] Takeaways from the debate
* [14:24] Expectations for debate #2
* [16:56] The chances of a democratic sweep
*Resources & People Mentioned*
* Donald Trump
* Joe Biden
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s Yo…
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Sep 30, 2020
Snowflake Hype, TikTok Drama, and Tech Worries, Ep #43
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What do Snowflake, TikTok, and tech stock all have in common? They’re ALL trending news this week. In this episode of The Capitalist Investor, we’re sharing our take on the latest news. We talk about how the Snowflake IPO broke records. We talk about how TikTok has taken the world by storm. We’ll also share our thoughts on the tech pullback. Don’t miss it!
*Outline of This Episode*
* [2:02] The Snowflake IPO
* [8:29] The TikTok drama
* [16:40] The tech pullback
*Resources & People Mentioned*
* Snowflake
* Cloudera
* Oracle
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
* The SWP Connect YouTube Channel
Send your questions and comments to us at info@SWPConnect.com
*Subscribe to **The Capit…
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Sep 23, 2020
The Allure of Investing Apps Like Robinhood and Their Impact on Investing, Ep #42
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Apps like Robinhood, Acorns, and Stash have disrupted the investment industry. When Robinhood launched a zero cost-per-trade platform, it forced the big three (TD Ameritrade, Schwab, and Fidelity) to follow suit. But these trading apps are doing more than just impacting trade costs. How are the trading apps impacting and changing the game of investing? Is it for better—or worse? Listen to this episode of The Capitalist Investor to hear our take.
*Outline of This Episode*
* [0:46] Keeping the app theme going: investments apps
* [4:16] Robinhood has been all the rage
* [17:08] Where Acorns fits into the game
* [20:52] Think or Swim, TD Ameritrade, E-Trade, & Fidelity
* [23:23] Key takeaway: investing is NOT a game
*Resources & People Mentioned*
* Robinhood
* Acorns
* thinkorswim
* E*TRADE
* Fidelity
* STASH
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a m…
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Sep 16, 2020
The Rise of Sports Betting and the Ways to Play It, Ep #41
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*Football is **BACK*! At least for now, the NFL season is kicking off, 6,000 fans are allowed in the Browns Stadium—and we couldn’t be more excited. So Derek and I thought this would be the perfect time to talk about the rise of sports betting. In this episode of The Capitalist Investor, we share some pertinent stats, talk about the expected growth of the industry, and share how YOU can take advantage of the uptick in sports betting with stocks. Do not miss this one!
*Outline of This Episode*
* [0:19] It’s finally September: Football is back!
* [1:45] The different ways to bet on sports
* [4:31] The sports betting industry is expected to 10x
* [7:48] Statistics by the American Gaming Association
* [10:41] A conversation about fantasy football
* [12:30] The first way to play: DraftKings
* [19:02] Some numbers to leave you with
*Resources & People Mentioned*
* Visit Your495Plan.com for a $495 comprehensive financial plan…
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Sep 9, 2020
Is Warren Buffett Washed Up? And is Dave Portnoy the New Captain? Ep #40
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Dave Portnoy has taken the internet by storm. He is the founder of Barstool Sports, which he sold, and now he’s worth well over $100 million. He loves gambling on sports, so of course, the natural segue was for him to create a day-trading firm. He posts videos that are absolutely hilarious and coined the phrase “Stocks only go up.”
During the Coronavirus Crisis, Dave started to take some shots at Warren Buffett—specifically when Warren sold ALL of his airline positions. Dave Portnoy is a marketing genius. A lot of these comments are designed to ruffle some feathers and stir up controversy. Why? When you do that, things go viral. Everyone is going to talk about it like we are now.
In this episode of The Capitalist Investor, we talk about the difference between investing and trading, growth versus value stock—and answer the questions: Is Warren Buffett Washed Up? And is Dave Portnoy the New Captain? This is a fun one—don’t miss…
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Sep 2, 2020
Your Financial Plan is Wrong! How to Build an Accurate Plan, Ep #39
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There are a lot of incorrect financial plans out there. The last thing you want is to think you have the perfect retirement planned—only to find out you’ll come up short. Many companies or financial advisory firms advertise “free” or “cheap” goal-based retirement plans. The truth is, anyone can generate a goal-based plan—but why do we think that’s not good enough? How should you build an accurate financial plan? Listen to this episode of The Capitalist Investor to find out!
*Outline of This Episode*
* [0:20] How to build an accurate financial plan
* [2:57] Capital market return expectations
* [9:05] Why a goal-based financial plan will fall short
* [15:12] Calculating on straight-line returns
* [20:35] How tax is calculated in planning software
* [23:38] Why you should update your financial plan often
*Resources & People Mentioned*
* Monte Carlo Simulation
*Connect with Derek Gabrielsen*
* Twitter: @DerekGa…
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Aug 26, 2020
The 5 Keys to Retiring Early, Ep #38
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What are the 5 things you can do NOW to retire early? Is it even feasible? What would your life have to look like to retire by 30? What about by age 40? In this episode of The Capitalist Investor, we share 5 things that we think are key to building a retirement income—and if we think it’s possible. We also share what you can do to get ahead as quickly as possible. Don’t miss this one!
*Outline of This Episode*
* [0:24] The 5 keys to retiring early
* [3:00] Key #1: Live within your means
* [5:01] Key #2: Pay yourself first (save)
* [12:44] Key #3: Don’t misbehave
* [14:25] Key #4: Have multiple streams of income
* [19:01] Key #5: Build a financial plan—and follow it
* [22:29] Why you should rollover your 401k plan
* [24:43] Why an optimal distribution strategy matters
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s You…
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Aug 19, 2020
What’s Next for Your Investments? Ep #37
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The question in everyone’s mind as they await the approaching election is: “What’s next for my investments? Where does the market go from here?” The stock market is seeing gains that won’t be reflected in the economy for a while. In this episode of the Capitalist Investor, we talk about where the market was during the Obama administration, where it is now, and future realistic projections. Don’t miss it!
*Outline of This Episode*
* [0:41] Where does the market go from here?
* [6:10] Why you should trim your positions
* [7:12] The Obama and Trump administration returns tell us…
* [16:23] What Wall Street is projecting for 2021
* [20:12] What catalysts could take the market higher?
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on Lin…
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Aug 12, 2020
The Staycation Trend, Ep #36
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The staycation trend is here to stay. Everyone has been forced to live in their homes 24/7 for months on end. Thousands of vacations have been canceled. And people are realizing that they can invest money into their homes to make them a place they actually want to be. People are investing in remodels, building patios, installing pools, and even putting in home gyms. How do you take advantage of these trends in the market? Listen to this episode of The Capitalist Investor to hear our discussion around the staycation trend—and how to trade it.
*Outline of This Episode*
* [0:25] The staycation trend—and how to trade it
* [6:13] No need for season tickets for the Cavaliers
* [7:34] Recognizing the value of the outdoors
* [9:35] Are staycations here to stay?
* [13:48] Play this trade through the homebuilders
* [16:33] DIY on the rise: Home Depot and Lowes
* [18:40] Cornering the home gym market
* [22:18] One store is making a c…
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Aug 5, 2020
Gold, Bitcoin, and Crypto as an Investment, Ep #35
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Some people think we should convert all of our cash to gold and hide in a bunker for the rest of our lives. Others think we should invest all of our money into Bitcoin because they believe it will grow from $9,000 to $1 million. While both of these scenarios seem ridiculous, it’s important to talk about how they both fit into your investment strategy. In this episode of The Capitalist Investor, Derek and I explain WHY we think you should own them as part of your overall investment portfolio and what percentages it might make sense to own.
*Outline of This Episode*
* [0:35] Gold, Bitcoin, and Crypto: good investments?
* [5:23] Gold is effective as a deflation hedge
* [7:42] The different ways you can purchase gold
* [11:25] Why you need to offload your losers
* [13:28] The proper allocation of gold in your portfolio
* [17:53] Should you add Bitcoin to your investment mix?
*Resources & People Mentioned*
* Blinkist
*Connect…
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Jul 29, 2020
PPP Recipients Are Being Targeted, Ep #34
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The Paycheck Protection Program (PPP) loan recipients are being targeted and shamed by the mass media and social media. Why is this happening? Why is a smear campaign of businesses running rampant right now? In this episode of The Capitalist Investor, we talk about the misconceptions being perpetuated about the PPP loan, why they’re unfair, and what we should be doing instead.
*Outline of This Episode*
* [0:16] The Paycheck Protection Program
* [3:50] Why are businesses being demonized?!
* [6:53] The PPP Loan isn’t a bailout
* [8:29] The $1,200 stimulus check
* [11:39] Capitalism is NOT dead
* [13:10] The NEXT stimulus package?
* [16:33] America needs to come together
*Resources & People Mentioned*
* The Paycheck Protection Program
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
* Check out Derek’s YouTube channel!
*Connect With Mark Tepper*…
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Jul 22, 2020
Talking With the Man Who Killed Bin Laden, Rob O'Neill, Ep #33
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In this episode of The Capitalist Investor, we have the honor and privilege of speaking with Rob O’Neill. Rob is a former Navy SEAL and special operator and he's one of the most highly decorated combat veterans of our time. He was a team leader with a Naval special warfare development group—otherwise known as SEAL Team Six.
He's been deployed more than a dozen times and has held combat leadership roles in more than 400 combat missions. He has 52 decorations, two Silver Stars, and four Bronze Stars with Valor. He’s been involved in many of our nation's most important campaigns—and was the man who shot and killed the terrorist Osama Bin Laden. Listen to this episode as he recounts that monumental night and I pick his brain on the current state of affairs.
*Outline of This Episode*
* [0:16] Rob O’Neill—a TRUE American Hero
* [4:55] The Bin Laden mission
* [9:08] What was the mindset heading into the mission?
* [19:24] WHat…
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Jul 15, 2020
Why You Need A Financial Backup Plan, Ep #32
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Why do you need a financial backup plan? Because we don’t know what the future holds. Some people set to retire in 2020 may have lost up to 20% of their portfolio with the recent crisis. Or you might have cold feet about retiring with how uncertain life is right now. Or you may be one of the thousands who was let go this year and are retired by default. If you don’t have a financial backup plan for your plan—where does that leave you? In this episode of the Capitalist Investor, we talk about the need for a backup plan and what the planning process looks like.
*Outline of This Episode*
* [0:16] Why you NEED a Financial Backup Plan
* [4:13] What having kids teaches you about the economy
* [6:42] You need to prepare for the “what-ifs” in life
* [12:45] Why you need a robust financial plan
* [15:44] Have a deep understanding of your risk tolerance
* [17:22] The importance of properly allocating your assets
* [19:18] There…
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Jul 8, 2020
Handicapping the 2020 Election, Ep #31
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Who is going to win the 2020 election? Will Trump be reelected? Or will Biden knock out the incumbent president? In this episode of The Capitalist Investor, we handicap the 2020 election. There are a lot of things we can watch to determine who might win the election in November. We’ll talk about some statistics about the election, look at the accuracy of polls, and give you what we think will be the best indicator of who will win the election. And no—we don’t recommend trusting the polls. Don’t miss it!
*Outline of This Episode*
* [0:15] Betting on Madden simulations
* [1:33] Handicapping the 2020 presidential election
* [2:43] Statistics on the results of elections
* [7:18] What is the motivation to get back to work?
* [8:35] Handicapping the 2020 election: what do the odds tell us?
* [9:33] Should we factor in the polls?
* [11:47] What to watch in the stock market
* [15:33] The potential impact on healthcare
* [1…
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Jul 1, 2020
The "New Normal" Investing Playbook, Ep #30
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What should your post-crisis investment playbook look like? How should you adapt your portfolio to fit the “new normal” that we’re engrossed in? There will be clear winners and losers moving forward. Absent a cure or vaccine for COVID-19, you can’t expect stocks to get to levels they were before this. You’re going to need a different investment strategy. In this episode of The Capitalist Investor, we talk about the 5 things you need to do to adjust your portfolio to the new normal.
*Outline of This Episode*
* [1:58] 5 Ways to transition into the new normal
* [3:45] #1: Reposition your holdings
* [10:57] #2: Cancel your autopilot
* [14:28] #3: Be tactical with your decisions
* [17:19] #4: stress-test your portfolio
* [20:27] #5: Make a financial plan
*Resources & People Mentioned*
* Check out our YouTube Channel!
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Dere…
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Jun 24, 2020
Is a Vacation Home an Investment? Ep #29
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*“Is a vacation home an investment?”*
This is one of our commonly asked questions. So in this episode of The Capitalist Investor, Derek and I dissect the pros and cons of purchasing a vacation home. We run the numbers and share the data. In the end, you’ll find out if a vacation home is an investment worth your time and money—or a second home purely for enjoyment.
*Outline of This Episode*
* [1:10] Is a vacation home an investment or pure consumption?
* [3:01] Should you pay off your mortgage when you retire?
* [6:56] We break down the vacation home investment math
* [14:09] What if you plan on renting out your vacation home
* [17:03] Considering in the removed cost of vacations
* [18:31] Mortgage applications rebound 21%
* [21:47] Real estate is one of the most misconstrued investments out there
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here…
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Jun 17, 2020
First Investing Experience: Baseball Cards, Ep #28
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Do you remember your first investing experience? Do you remember the lessons you learned from that experience? In this episode of The Capitalist Investor, Derek and I talk about our investing experiences and how it shaped our worldview. We talk about baseball cards, Mr. Coffee, and how they each impacted our views on investing. Don’t miss this fun episode!
*Outline of This Episode*
* [1:25] Derek’s 1st experience with investing
* [5:19] How collecting baseball cards shaped us
* [7:32] The lessons learned from Mr. Coffee
* [11:34] Learning about stocks and mutual funds
* [13:18] Baseball cards and the stock market
* [20:13] The law of supply and demand
* [21:00] What trading cards with friends taught us
* [22:18] Too many baseball card brands on the market
* [23:47] The bottom line: baseball cards aren’t worth much
*Resources & People Mentioned*
* Honus Wagner
* Honus Wagner Baseball Card
* Beckett Magazine…
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Jun 10, 2020
The Bubbles of this Crisis - Employees and Commercial Real Estate, Ep #27
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Every recession has been preceded by some sort of ‘bubble’. The dot-com bubble was because internet-based companies were over-valued significantly—until their lack of revenue was brought to light and that bubble burst. The 2008 housing market crash was largely due to a real estate bubble and people receiving NINJA loans (No income, no jobs, no assets).
In this episode of The Capitalist Investor, we talk about WHY we think this recession isn’t just due to COVID-19. We believe we were due for a recession due to two factors: commercial real estate and employee bubbles. Listen to this episode for our full explanation and what we think the future may look like.
*Outline of This Episode*
* [0:15] The permanent destruction to the economy
* [3:50] What is the bubble this time?
* [5:35] Commercial real estate will never recover
* [7:56] Companies forced to embrace “work from home”
* [10:20] The employee bubble IS bursting
*…
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Jun 3, 2020
Joe Rogan Embraces Capitalism, Ep #26
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Joe Rogan can be described as the podcast king and likely has THE #1 podcast in the US. In one month of 2019, he averaged 190 million downloads. He has 8.4 million subscribers to his YouTube channel. He's an inspiration for the little guys. Joe recently signed a deal to move his podcast from YouTube to Spotify—an agreement making him north of $100 million.
Joe has also been an advocate for socialism and supported Bernie Sanders. With Sanders out of the race, Joe admits that he’ll vote for Trump over Biden. Why the sudden change in parties? And why is he making the switch from YouTube to Spotify? We discuss Joe’s podcast, why he’s found success, and why he’s making such drastic moves in this episode of The Capitalist Investor.
*Outline of This Episode*
* [0:15] Joe Rogan: inspiration for the little guys
* [1:32] Why Joe is dumping YouTube for Spotify
* [3:23] Joe Rogan doesn’t have to change for anyone
* [5:45] The straw t…
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Jun 2, 2020
Protests Fine, Riots Bad, Ep #25
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May 29, 2020
Talking Trades With Todd Gordon, Ep #24
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Mark Tepper on Twitter: @MarkTepperSWP
Todd Gordon on Twitter: @toddgordonria
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May 27, 2020
Elon Musk, Michael Jordan, and Capitalism, Ep #23
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What do Elon Musk and Michael Jordan have in common? Capitalism. While Elon claims he’s a socialist, many of his words and actions prove otherwise. The docuseries “The Last Dance” that heavily features Michael Jordan is trending right now—it flaunts a VERY capitalist comment from Michael. Listen to this episode for a spirited discussion about capitalism—and how democrats can be capitalists too.
*Outline of This Episode*
* [1:50] Why Elon Musk is a capitalist
* [4:12] The pandemic has forced the public to pick sides
* [6:40] What IS the truth that people should know?
* [11:37] “Republicans buy sneakers too”
*Resources & People Mentioned*
* The Last Dance Documentary
* Elon Musk
* Elon Musk’s Twitter
* Book: The Wealth of Nations
* Book: Capitalism and Freedom
* Harvey Gantt
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
*Connect…
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May 20, 2020
Play Ball! Why America Needs Sports, Ep #22
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The COVID-19 pandemic has made one of the biggest impacts on the world of sports since World War II—when the Olympic games were canceled twice. The NFL, NBA, NHL, MLB, etc. have all had their seasons suspended or impacted in one way or another. While it may seem low on the list of priorities, the psychological impact of cancelling sporting events can be devastating. Listen to this episode of The Capitalist Investor as we chat about WHY America needs sports to cope with this pandemic.
*Outline of This Episode*
* [1:05] An episode all about SPORTS
* [3:00] Major League Baseball
* [8:28] Football releases schedules
* [10:20] NBA did get hit by COVID-19
* [10:56] We need to remain positive as a country
* [12:39] Golf: the highlight of sports
* [14:32] A look forward into the fall
*Resources & People Mentioned*
* Dolphins Allowing Fans in Stadium
* Fox on NFL Fans Returning to Stadiums
* Trash Talking Par for the Course…
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May 18, 2020
Kickin’ It With Kenny Polcari, Ep #21
Kenny Polcari kenny@kacecapitaladvisors.com
Twitter: @KennyPolcari
https://www.slatestone.com/2020/05/time-to-celebrate/
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May 13, 2020
The Dominoes Begin to Fall, Ep #20
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Some weird things are happening in the economy—unemployment rates are climbing, but the stock market is performing. There is a complete disconnect happening. Why is that dangerous? The market has gotten ahead of itself. We don’t want our listeners diving back into stocks headfirst only to get blindsided when we see a nosedive in the market again.
So who are the winners and losers? Where do you need to keep your eye on the ball? Listen to this episode of The Capitalist Investor as Derek, Nate and I chat about the industry as it stands right now, where we see things going, and who will see the most pain. Stay informed—listen now.
*Outline of This Episode*
* [2:17] The US Economic News Release
* [5:24] eCommerce is the net winner
* [7:19] Oil + Energy will continue struggling
* [8:23] How the travel industry is being impacted
* [10:26] Regional flights will likely suffer
* [12:23] Real Estate: winners and losers
* [14:44]…
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May 6, 2020
Active vs. Passive Management, Ep #19
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Passive investing has been all the rage—while active management has been slammed over the last decade. Why is that? Why does passive investing fare so well? Listen to this episode of The Capitalist Investor to hear why we think the tides are turning. We are going to see a shift towards active investing.
*Outline of This Episode*
* [0:16] Why passive investing has been so successful
* [4:55] Understanding the rise of passive ETFs
* [7:53] How to use “passive” ETFs to your advantage
* [10:40] Digging into the holdings in the S&P 500 ETF
* [15:25] The main argument for active investing
*Resources & People Mentioned*
* S&P 500 ETF
* Russell 2000 Index
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
Send your questions and comments to us…
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Apr 29, 2020
Reducing Fear is the Key to the Rebound, Ep #18
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Antibody testing will be a game-changer when it comes to relieving the fear in the United States and around the world. The media has only served to spread fear and panic, eventually leading to the closure of most of our economy. Done under the guise of “saving lives”—what is it costing us? Over 20 million people unemployed? A steep recession, if not an economic depression? We can’t allow the cure to be worse than the problem. Listen to this episode of The Capitalist Investor for the facts about Coronavirus antibody testing—not fiction.
*Outline of This Episode*
* [0:15] The global mortality rate that’s published
* [2:54] What do we need to do to reopen the economy?
* [6:51] We need to start opening businesses back up
* [8:17] CVID-19 Antibody tests are the solution
* [12:35] The REAL statistics that media outlets won’t report
* [17:30] The bottom line: listen to the facts—not the fiction
*Resources & People Ment…
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Apr 22, 2020
The Psychological Impact Of This Recession, Ep #17
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What will the psychological impact of the recession look like? What are the short, medium, and long-term impacts of the economic shutdown on consumers and business owners? Will the economy reopen May 1st? Or be pushed further out—possibly to June 1st? In this episode of The Capitalist Investor, Derek, Nate, and I discuss what our future may look like. It’s an episode packed with hypotheticals, meant to be thought-provoking and eye-opening.
*Outline of This Episode*
* [0:15] What 2nd quarter GDP tells us about the financial impact
* [2:25] The curve appears to be flattening—but the data is skewed
* [5:48] Now is NOT the time to go house shopping
* [7:47] What will consumer behaviors look like when we reopen
* [12:58] Commercial Real Estate may no longer be a safe bet
* [16:02] Humans were meant to connect—not isolate
* [17:15] The Bottom-line: We need more information
* [19:34] Understanding the psych of the small-bus…
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Apr 15, 2020
Bull Market or Bear Market? with Nate Fischer, Ep #16
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In this episode of The Capitalist Investor, Nate Fischer—the Chief Investment Strategist at Strategic Wealth Partners—joins me to hash out: Are we in a bull market or a bear market?
We chat about how our current situation compares to the housing market crash. We also talk about GDP, when we will emerge from this recession, and when the economy and stock market will rebound. Don’t miss this informative episode!
*Outline of This Episode*
* [1:56] The definition of a bull market/bear market
* [3:19] 2nd quarter GDP predictions
* [6:32] How the economy emerged from the great recession
* [10:45] Will we see the deepest recession ever?
* [13:43] How small businesses are being impacted
* [15:35] Will we surpass this year's stock market high?
* [17:15] The uncertainty of the upcoming election
* [17:50] When will the economy and market be whole again?
*Connect with Nate Fischer*
* Nate on Facebook
* Follow Nate on Linked…
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Apr 8, 2020
Spending Strategies in a Bear Market, Ep #15
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What do you do if you’re retired and you need to withdraw money from your retirement portfolio to sustain your standard of living? No one wants to sell their stocks when the market is down 20%—and it’s NOT the smart thing to do. But what options are available? In this episode of The Capitalist Investor, Derek and I share 3 spending strategies that help you avoid taking a loss on your stocks during a bear market.
*Outline of This Episode*
* [1:08] Don’t sell your stocks—live off your bonds
* [5:00] Consider a home-equity line of credit
* [8:00] securities-based Lending
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
Send your questions and comments to us at info@SWPConnect.com
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Show Notes by
PODC…
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Apr 1, 2020
Positioning Your Portfolio During A Recession, Ep #14
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The Coronavirus is front and center and has left us all wondering: *What do we do with our portfolios? *Do we position ourselves to take advantage of the rebound when it happens? April 1st is the beginning of a new quarter and when most people rebalance their portfolio. In this episode of The Capitalist Investor, Derek and I talk about how you should position your portfolio. We also talk about asset classes and industries that will do well—and those we think might tank. Don’t miss it!
*Outline of This Episode*
* [0:26] How should we be positioning our portfolios?
* [1:25] Why you NEED to rebalance your portfolio quarterly
* [5:04] Develop a plan and stick to it at all costs
* [6:11] Why the small-cap industry will under-perform
* [11:22] The industry outlook on department stores
* [14:32] Should you invest in Boeing and the airlines?
* [15:48] REITs that you may want to consider
* [19:11] Could infrastructure Investing b…
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Mar 27, 2020
Fireside Chat with a Firefighter, Ep #13
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Mar 26, 2020
Fiscal Stimulus Bazooka, Ep #12
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Mar 25, 2020
The Student Loan Problem: Is Capitalism to Blame? Ep #11
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There is no question that we have a student loan problem in our nation, many are calling it a crisis. All of the candidates for President of the United States are touting solutions to the problem, as they should be.
How did the student loan crisis come about in the first place? Whose fault is it? Some of the Democratic candidates today are blaming Capitalism, but is that warranted? In this episode, Derek and I look at the data behind the student loan tragedy that many students have fallen victim to. We want to better understand the reasons for the crisis and whether or not the solutions being offered even make sense. Join us for this quick dive into the data and the philosophies behind the student loan problem solutions being offered.
*Outline of This Episode*
* [0:32] Student Loan debt: It’s a crisis we must face and fix
* [1:04] What’s the mindset we need to have in fixing this problem? J.F.K. told us
* [2:00] Stats that impact…
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Mar 20, 2020
Coronavirus: Small Businesses Need Help, Ep #10
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Mar 18, 2020
5 Behavioral Finance Errors to Avoid Making With Your Strategy, Ep #9
Behavioral finance is an important topic to be mindful of as you manage your portfolio. Misbehavior will cost you dearly. So what do you avoid? How do you make smart decisions? In this episode, Derek and I cover 5 behavioral finance errors to be mindful of—confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. Listen to this episode if you want to make smart decisions with your portfolio.
*Outline of This Episode*
* [1:22] Misbehavior costs you
* [2:53] Confirmation bias
* [4:36] Information bias
* [7:34] Loss aversion
* [10:23] Oversimplification tendency
* [12:30] Hindsight bias
*Resources & People Mentioned*
* The Tesla Cybertruck
* Apple
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen
* Follow Derek on LinkedIn
* Send Derek a message here
*Connect With Mark Tepper*
* Twitter: @MarkTepperSWP
* Follow Mark on LinkedIn
* Send Mark a message here
Send your questions and comments to us a…
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Mar 16, 2020
Coronavirus and the Economic Shutdown, Ep #8
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Mar 11, 2020
How a Joe Biden Presidency Will Impact Your Portfolio, Ep #7
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*Here’s the deal*: A Joe Biden presidency will impact the economy and your portfolio—likely not in a good way. *Literally. I’m serious. That’s not Hyperbole. Anyway, ‘*Bidenisms’ aside, he has taken the lead and is expected to win the Democratic nomination. In this episode, we’ll talk about Biden’s policies, the impact of his presidency, and how it will affect investors.
*Outline of This Episode*
* [0:25] The impact of a Joe Biden presidency
* [1:20] The best and worst democratic debaters
* [4:38] Creepy Joe now taking a resounding lead
* [6:21] What caused the rise of Biden?
* [9:10] Joe Biden’s policies and narrative
* [15:18] How a Biden presidency impacts your portfolio
* [18:48] What the S&P 500 tells us
*Resources & People Mentioned*
* Tax Policy Center: Biden’s Tax Proposal
* Joe Biden’s Policies
* The S&P 500 link to elections
*Connect with Derek Gabrielsen*
* Twitter: @DerekGabrielsen…
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Mar 4, 2020
Why Investing In IPOs Is Not A Good Idea, Ep #6
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*Investing in IPOs is a hot topic because the companies in this category are typically in a very impressive growth curve. There’s lots of optimism and hope surrounding them. But there’s also a lot of hype. How are they performing? Are they over-valued in the market? You need to look at their management teams, their growth, and their valuation. In this episode, we take a deep-dive into IPOs and whether or not most are worth an investment.
*Outline of This Episode*
* [0:27] The hype surrounding IPOs is just that—hype.
* [1:15] IPOs are boom or bust—speculative at best
* [3:23] Valuation is the area where IPOs have issues
* [4:45] The impact of the recession on the S&P 500
* [7:49] Dealing with changing interest rates
* [9:26] The decrease in publicly traded and increase in private capital assets
* [10:39] Understanding IPO prices versus first trade price
* [15:10] Peloton takes advantage of the high valuation of softwar…
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Feb 26, 2020
What We Consider A Smart Investment Strategy, Ep #5
A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks and decision-making process is not laser-focused on that objective, you are going to wind up making bad choices. This is vitally important as we watch popular, big-name companies like Tesla and Virgin Galactic valuations go sky high. Is there a legitimate reason for those valuations? We dig into what makes a smart investment strategy on this episode.
*Outline of This Episode*
* [0:16] What I mean when I talk about “gaining an investment edge”
* [4:26] How we choose stocks to ft into our portfolio strategies
* [8:06] Why we are totally open to showing our clients our holdings
* [10:06] The importance of the management team at a company we’re considering
* [15:34] Why we shoot for companies with a sustainable growth story
* [23:42] How we figure out if a company is valued appropriately
*Resources & People Mentioned*
* Tesla’s Cybertruck
*…
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Feb 11, 2020
Coronavirus, Pandemics, and Your Money
It is regrettable and sad when a pandemic like Coronavirus impacts so many people across the globe. It’s a truly frightening situation for many people because there is a legitimate health risk related to the outbreak in many parts of the world.
But there are other concerns that while not as important as human life, are nevertheless important for the worldwide economy. Why is this important? Because the economy is the basis upon which we build your livelihoods as human beings.
On this episode, we ask and answer the question, "How does something like the Coronavirus pandemic impact the global economy?"
*Outline of This Episode*
* [0:17] The details behind the Coronavirus scare (early Feb. 2020)
* [4:10] How fear, uncertainty, and panic impact the stock market
* [7:19] Comparing the current situation to past outbreaks
* [12:55] Tune out the noise and focus on the overall direction of the economy
*Resources & People Mentioned*
* Gilead Sciences
* The Asian Flu
* The H…
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Feb 11, 2020
Impact of a Bernie Sanders Presidency
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American-held investment portfolios are directly impacted by the fiscal policies of the U.S. Government, so as we move through the primary season leading up to the 2020 election, we have a great opportunity to learn about the financial policies of Presidential hopefuls — and assess how those policies would impact the overall investment world.
Bernie Sanders’ financial policies are nothing less than Socialistic, he says so himself. Currently (February 2020) he’s the leading Democratic candidate. So, let’s take a look at how the average investment portfolio would be impacted, negatively and positively, were Bernie to receive the Democratic nomination and if he was to become President.
*Outline of This Episode*
* [1:02] Our take on the Iowa Caucus (conspiracy theories galore)
* [4:10] Student loans as an example of bad left-leaning’ policies
* [8:12] Breaking down the Iowa Caucus results - Bernie in the lead
* [11:06] Assuming…
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Feb 10, 2020
Is the Stock Market Overvalued?
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Some of the top questions we get from clients regarding stock market valuation are, “Is the market overvalued?” and, “When is the bull market going to end?” Many DIY investors think investing is easy because they find one nugget that they think unlocks all the secrets to successful stock market investing. But, if you’re oversimplifying the process by only looking at one data source, commonly the PE (Price to Earnings) Ratio, you’re going to think the market is overvalued and you may sell prematurely.
In this episode, we’re going to review the current climate of the stock market and talk about how you can measure the value of your investments. Get the right plan in place with a strategy for investing in the stock market that will be in your best interest and ensure long term financial success for yourself.
*Outline of This Episode*
[1:40] What is the PE ratio?
* [4:48] How are stocks valued?
* [6:15] Look at the equity risk pre…
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Feb 7, 2020
Capitalism Vs. Socialism
It’s interesting to hear the debates — Capitalism VS Socialism. From all the noise going on during this election year (2020) you’d think that Capitalists are the devil himself. But those are characterizations designed to push a Socialist agenda — one that doesn’t work anywhere in the world, by the way (and we’ll talk about that a bit on this episode).
This inaugural episode of The Capitalist Investor outlines the kind of topics we’ll be discussing and why we think they are important issues to understand. If you’re curious where we’re going with this podcast, you’ll have no doubt by the time you finish listening to this episode.
*Outline of This Episode*
* [0:29] This show is about two things: Capitalism and Investing - and how we got here
* [3:36] Why it’s important for us to talk about what drives our economy
* [5:36] Things you can expect to learn listening to this podcast
* [10:45] Kobe Bryant epitomized the spirit behind Capitalism
* [13:15] Issue…
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