Podcasts about investor psychology

What makes a founder fundable? In this episode of We Code, You Launch: The Startup Community Podcast From CodeLaunch &  Improving , our host Jason W. Taylor, President and Founder of CodeLaunch and Patrick McGuire , CRO of ThinkFISH , a capital-raising platform helping early-stage founders land investor meetings without giving up equity too soon.They break down what actually matters when raising capital, how to avoid the legal traps that tank startups early, and what it takes to earn credibility with real investors.This is a tactical conversation designed for founders building now.What You'll Learn in This Episode: The Fundable Founder Formula: Patrick shares the exact criteria ThinkFish uses to determine if a founder is worth funding, and how to become one. Raising Capital Without Compromising Your Cap Table: Learn how early founders can avoid common legal and ownership pitfalls that haunt many startups. Outreach That Works: The three layers of investor outreach: executive network, community, and cold—that book meetings weekly for ThinkFish clients. Investor Psychology 101: Why understanding investor fit and timing can make or break your raise—and how ThinkFish reverse-engineers their strategy. The Reef Advantage: Explore ThinkFish's private platform where founders and investors connect directly, plus a massive tech stack savings directory. Connect with Our Guest:  Patrick McGuire serves as the Chief Revenue Officer at ThinkFISHConnect with Patrick on LinkedIn: https://www.linkedin.com/in/mcguirep Funding Is Hard. ThinkFISH makes it easier. Learn more on their Website: https://thinkfish.co Access the REEF Community: https://reef.thinkfish.co Startup Deal Desk Newsletter: https://startupdealdesk.substack.com CodeLaunch is the only startup accelerator in the world that provides founders with FREE professional software development to fast-track their digital product—without taking equity. Learn more about CodeLaunch Accelerator at https://CodeLaunch.comThis year, CodeLaunch is hosting three events across the U.S., Mexico, and Canada, leading up to the CodeLaunch World Championship in Dallas TX, where the top startups will compete for $50K in funding.  

Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think critically about buy-write strategies, and championing capital-efficient alternatives like return stacking, trend-following CTAs, and risk-managed overlays. The trio also dig into the strategic case for overlooked assets like Swiss equities and the Swiss franc, while sharing practical insights into investor behavior, rebalancing discipline, and building resilient portfolios in a stagflation-prone world.

This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way.  The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industrial Average (DJIA).   They almost always fail to distinguish between nominal dollars and real dollars.  Jason illustrates how investors have actually lost money in inflation adjusted dollars and how the Dow has to increase a lot more before investors break even based on the two peaks.  This lie is even worse when one considers how inflation is underreported in the consumer price index (CPI and CPI-U) due to weighting, substitution and hedonics (the hedonic index).  Another misrepresentation is the 'core rate' or 'core inflation' which strips out food and energy because they're too volatile.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the role of diversification during uncertain times. Emphasis is placed on understanding broad trends rather than short-term reactions.Timestamps:00:00 – Introduction and Overview of Recent Volatility01:32 – Day-to-Day Market Swings and Short-Term Sentiment03:04 – Information Gaps and Global Trade Concerns06:01 – Investor Psychology and Volatility Responses08:19 – Diversification Strategies in Uncertain Markets11:24 – International vs. US Market Shifts13:40 – Germany's Economic Stimulus and Implications16:30 – International Stocks vs. US Stocks Performance18:45 – Importance of Global Portfolio Diversification20:55 – Final Thoughts on Market Trends and Adaptability✅ Subscribe for in-depth market discussions, portfolio insights, and financial analysis updates.SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel."We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He's hit the ground running to build out a wealth team in the Americas and help continue to grow the EQT brand in the US.Peter brings a wealth of knowledge to the private wealth solutions world, garnering over 25 years of experience in the space. Prior to joining EQT, Peter spent 12 years at TPG Angelo Gordon as a Managing Director, where he focused on new business development and intermediary distribution.Peter and I had a fascinating conversation about everything from the early days of the wealth channel to the evolution of product innovation in private markets. We discussed:What working in the wealth channel was like before it was called “the wealth channel.”How to build a new brand in a different geography.How not being the loudest voice in the room can be effective when working with the wealth channel.How education helps to serve distribution efforts and how an innovative and unique approach to education with EQT's ThinQ platform has helped build brand, trust, and credibility.Why institutions are also beneficiaries of the innovation with evergreen structures that were initially designed for the wealth channel.How product innovation will continue in the wealth channel.How model portfolios will evolve.Thanks Peter for coming on the show to share your wisdom and expertise.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Welcome to the Podcast02:05 Introducing Peter Aliprantis02:20 Peter's Career Background03:31 Early Days in Private Wealth04:25 Changes in Wealth Distribution05:55 Post-Financial Crisis Shifts06:37 Growth of the Wealth Channel07:14 Building a Wealth Business at Angelo Gordon07:59 Convincing Firms to Invest in Wealth08:59 Importance of Investment Teams10:18 Key Skills for Wealth Channel Success12:46 Joining EQT and Brand Building13:07 Building EQT's Wealth Platform14:56 Brand Building in the Wealth Channel15:32 Expanding EQT's Presence16:10 Strategies for Engaging the Wealth Channel16:45 Segmenting the Wealth Channel19:57 Challenges in RIA Relationships20:28 Importance of Relationship Building21:25 Bespoke Products for Wealth Channel22:10 Institutional vs. Wealth Channel Products22:56 Evergreen Structures for Institutions23:20 Future Trends in Wealth Management23:27 Becoming a Solutions Provider in the RIA Channel23:47 Creating Model Portfolios25:31 The Future of Wealth Management27:04 Challenges for Smaller Firms27:38 Importance of Shelf Space28:35 Sales Strategies in Private Banks29:42 The Role of Scale in Wealth Channels30:27 Balancing Growth and Performance31:07 Global Investment Strategies and Performance33:13 Building a Brand in the U.S. Wealth Channel34:29 Differentiating in the Wealth Channel36:43 Advisory vs. Sales Approach38:18 Evergreen Funds vs. Drawdown Structures39:53 Investor Psychology and Evergreen Structures41:41 Changing Dynamics of Private Markets43:01 Family-Owned Business Culture44:30 Nordic Cultural Values45:15 Long-Term Mindset in Private Equity45:53 Building the Wealth Business46:14 Bespoke Products for Wealth Channels46:42 Seeding Evergreen Structures47:08 The Race to Win the Wealth Channel47:29 Manager Diversification47:08 The Race to Win the Wealth Channel47:59 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

What are tactical wealth moves to make from right here in Singapore amidst all this volatility? Investor hopes were dashed as the U.S. walked back on tariff cuts — sending Asian markets into a slide. Hosted by Michelle Martin with guest Christopher Tan, CEO of Providend. They unpack what Trump’s trade policies mean for markets and investor psychology. From JD.com’s 6.2% drop to UBS cutting global growth forecasts, volatility is front and center. Christopher shares how he's helping clients adjust fixed income, explore alternatives, and navigate emotional investing. Plus, smart strategies for legacy planning and preparing for a world of shifting risks and regulations.See omnystudio.com/listener for privacy information.

Jeremy Au shares insights into how venture capitalists evaluate early-stage startups in Southeast Asia. Speaking directly to aspiring founders, he breaks down how investors assess potential through three core lenses: exponential growth, clarity of thinking, and personal trust. Drawing on personal stories, failed bets, and breakout wins, he explains that execution matters more than the idea itself, and that successful fundraising often comes down to preparation, communication, and timing. He also demystifies how power shifts when founders build momentum moving from pitching for approval to choosing among term sheets. The conversation is a practical roadmap for anyone serious about turning a startup into a venture-backable business. 1. VCs bet on growth and execution: Investors look for startups that can grow 4–9x in two years, led by 10x teams solving painful problems with strong economics. Execution beats ideas. 2. Pitching is a clarity test: A good pitch clearly shows the problem, market, and revenue model. Demos work better than words. VC money is high-risk, high-reward—founders must know the trade-offs. 3. Trust drives fundraising leverage: Founders earn trust through credibility and results. When momentum builds, investors compete—like Rewind AI's 170 term sheets via Google Doc. Watch, listen or read the full insight at https://www.bravesea.com/blog/outperform-or-fade Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Welcome to this special How-To episode with Gino Barbaro, co-founder of Jake & Gino! In this episode, Gino dives deep into the world of cognitive biases—how they sneak into our investing decisions, cloud our judgment, and cost us big opportunities.Drawing from Dr. Brad Klontz's book Start Thinking Rich, Gino breaks down five powerful biases holding investors back:Confirmation Bias Dunning-Kruger Effect Sunken Cost Fallacy Herd Mentality ...and more! Subscribe for more real estate investing insights, mindset mastery, and financial freedom strategies: https://www.youtube.com/@jakeandgino We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Hosts Aden and David are joined by Nick Menegola and Dr Steve Garth. Together, they unpack the latest market volatility, trade tensions, and economic uncertainties. Listen now to learn how to stay calm, make rational investment decisions, and understand the real story behind the headlines. (05:00 - 15:00) Trade Wars and Market Volatility(15:00 - 25:00) Market Performance Analysis(25:00 - 35:00) Media and Investor Psychology(35:00 - 45:00) Investment StrategiesResources:We've seen bad movies like this before - Capital PartnersFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

In a compelling keynote at the seventh BizNews Conference (BNC#7), Sean Peche, Founder and CEO of Ranmore Funds, shared his insights on the intricate nature of market cycles. He emphasized the psychological influences that drive investor behavior and the importance of understanding where we stand within these cycles. Peche presented a contrarian view, cautioning against the prevailing optimism in US markets and urging investors to consider diversification and historical patterns in their strategies. With an eye on the future, he outlined key factors that could influence market shifts and highlighted Ranmore Funds' approach to seizing opportunities across the globe. Following his keynote address, Sean Peche engaged in a dynamic Q&A session with Bronwyn Nielsen, offering sharp insights into global markets, investment strategies, and economic risks. He addressed concerns about asset valuations, inflationary pressures, and the pitfalls of passive investing. With a focus on rational decision-making and value-driven opportunities, Peche provided a compelling case for pragmatic, numbers-driven investing. His candid responses shed light on macroeconomic trends, corporate governance, and the future of wealth preservation in an uncertain world.

"Buy when there's blood in the streets. Be greedy when others are fearful."We've all heard these sayings, but living through a full market cycle proves just how tough they are to follow.Take Peter Lynch's Magellan Fund as an example. Despite delivering legendary 28% annual returns from 1977 to 1990, the average investor in the fund actually lost money. Why? Because they chased performance, jumping in when returns were soaring and pulling out when markets dipped.The same pattern plays out in real estate, stocks, and crypto. When markets boom, everyone wants in. When prices drop, fear takes over, and people sit on the sidelines or sell at a loss. Wealth is built by those who stay consistent, investing through all phases of the cycle, not just when it feels good.We do not know exactly where we are in the cycle today, but one thing is certain. When pessimism is high, opportunities are everywhere. Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

Is the risk of recession rising? Consumer sentiment is flagging following last week's market correction. Investors cannot dismiss sentiment and money flows. Everything that drives the market gets down to earnings. The next round of earnings reports will commence in a couple of weeks. It appears the Dollar has bottomed, and markets are setting up for a rally short term. Lance and Danny address misinformation about recession vs stagflation; there does not yet appear to be evidence of recession, but markets are pretty good predictors. Lance addresses the hard realities of losses, and the quickest way to solve them is to accept them and move on. No one is going to swoop in and save you. A discussion on investor psychology, telling the truth about what you really want. SEG-1: Is the Risk of Recession Rising? SEG-2: Recession vs Stagflation? SEG-3: The Hard Reality of Accepting Losses SEG-4: Investor Psychology and Realistic Expectations Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=uLfl-tzH17k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1984s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "From Correction to Rally," is here: https://www.youtube.com/watch?v=t6GspLUM6fA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rally On1" https://www.youtube.com/watch?v=Gmp6NjUIwoM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Recession2025 #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

Is the risk of recession rising? Consumer sentiment is flagging following last week's market correction. Investors cannot dismiss sentiment and money flows. Everything that drives the market gets down to earnings. The next round of earnings reports will commence in a couple of weeks. It appears the Dollar has bottomed, and markets are setting up for a rally short term. Lance and Danny address misinformation about recession vs stagflation; there does not yet appear to be evidence of recession, but markets are pretty good predictors. Lance addresses the hard realities of losses, and the quickest way to solve them is to accept them and move on. No one is going to swoop in and save you. A discussion on investor psychology, telling the truth about what you really want.   SEG-1: Is the Risk of Recession Rising? SEG-2: Recession vs Stagflation? SEG-3: The Hard Reality of Accepting Losses SEG-4: Investor Psychology and Realistic Expectations Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=uLfl-tzH17k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1984s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "From Correction to Rally," is here:  https://www.youtube.com/watch?v=t6GspLUM6fA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rally On1" https://www.youtube.com/watch?v=Gmp6NjUIwoM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Recession2025 #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing

In this episode of the Lone Star Capital podcast, Craig McGrouther and I discuss our experiences at the Best Ever Conference, insights on market trends, investor psychology, and the current economic landscape. We emphasize the importance of understanding market cycles, the resilience of multifamily investments, and the need for investors to adjust their expectations in light of current conditions.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog 

 In episode 78 of the Get Hired Up podcast, I speak with Ben Gardier, founder and CEO of Linen Fresh Laundry. Over the past six years, he has acquired and operated multiple laundromats and commercial laundry facilities in the Arizona and Nevada area. We discuss raising capital and gaining the trust of investors through consistency and persistency. Ben shares his journey from CFO to independent sponsor, the challenges he faced and the lessons learned along the way. I hope you enjoy the show!

Steven Hochberg of Elliott Wave International joins us for an in-depth conversation on market overvaluation and investor psychology. We break down historic valuation metrics, the five-wave pattern in gold, and key indicators like the Buffett Indicator and “Pluto Chart” to reveal what a potential bear market means for your investments.

In this episode, the hosts discuss various topics including market updates, the implications of tariffs on the economy, the performance of the Magnificent Seven companies, and strategies for investors during market corrections. They emphasize the unpredictability of the market and the importance of understanding economic indicators and company valuations.

Kevin Brucher discusses the recent volatility in the stock market, emphasizing the importance of understanding behavioral finance and the emotional factors that influence investment decisions. He highlights the impact of AI on market dynamics and the necessity of maintaining a rational approach to investing, especially during turbulent times. The conversation also touches on the significance of diversification, risk management, and the need for investor awareness regarding scams and fraudulent activities in the financial sector. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode Tevo and Pat cover a variety of topics but out main two are how the Ohtani Effect continues to grow in regards to business and advertising in a way we have not seen in Major League Baseball before! We also discuss Bitcoin this week as it reaches new all time highs at $93,000. The stat that caught Pat's eye in how BlackRock (yea the bank that basically runs the world) is operating in the space). It is a fascinating discussion around the world of finance and we hope you will enjoy! Newsletter https://t.co/FJ2fkNOkeM YouTube and Socials https://mtr.bio/sorry-were-closed-Pod 00:00 Introduction and Podcast Dynamics 02:51 The Bizarre Case of the Faked Death 10:22 Ohtani's Impact on Major League Baseball 25:12 Introduction to Bitcoin and Cryptocurrencies 32:48 Understanding Bitcoin's Value and Adoption 42:59 Mining Bitcoin: What Does It Mean? 49:01 Bitcoin vs. Gold: A Comparative Analysis 56:47 The Future Utility of Bitcoin 01:01:04 Investor Psychology and Market Dynamics 01:05:15 Bitcoin vs. Traditional Assets 01:10:29 The Role of Bitcoin in a Changing Economy 01:21:34 Bitcoin's Accessibility and Global Impact

Ever wondered how the ETF industry is mirroring the innovation boom of biotech? Tune in as Eric Balchunas from Bloomberg unpacks the fascinating parallels in our latest episode. We promise you'll gain eye-opening insights into how specialized ETFs are becoming the go-to solutions for investors seeking everything from premium income to market buffers. Eric also highlights a cultural shift towards riskier investment strategies that are shaking up traditional asset allocation, offering both thrilling opportunities and potential pitfalls.We explore how the transformative ETF rule is paving the way for more complex, derivative-included launches, drawing in thrill-seekers and those in search of sophisticated tax management. With products that echo the expertise of ex-hedge fund professionals, the landscape is becoming more layered and intriguing. Eric shares his take on how the industry is tapping into investor psychology and behavioral biases, crafting solutions that speak to modern financial needs. Don't miss this engaging episode where finance meets creativity, and learn how you can stay ahead in this ever-evolving market.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Support the show

Want to be a guest on the podcast? Apply to appear on the show here: https://forms.gle/QKYmRmeogwtnSnyEADo you want to grow your podcast and monetise your audience? Get my exact system here: https://voics.ck.page/2d96ec1846Ever wonder why money doesn't bring the happiness you expected? Dr. Daniel Crosby,  renowned psychologist and behavioral finance expert joins us on today's episode of Kickoff Session to reveal the psychological traps that could be holding you back from achieving true wealth and happiness.We dive deep into mental biases, how money influences our happiness, and how you can rewire your brain to make smarter financial decisions.Daniel also offers actionable advice on how to break free from these destructive patterns and master the mental game of investing. We also explore the importance of mindset, discipline, and self-awareness in building not just financial success, but a fulfilling life.Ready to stop sabotaging your financial future and start making decisions that lead to lasting wealth and happiness?Hit that like button, subscribe for more life-changing insights, and share your thoughts or questions in the comments below!Tenplus delivers a potent blend of electrolytes crafted for peak hydration in tropical climates, combined with the power of Indonesian plant-based ingredients. The result? A hydration drink that is not only refreshing but also supercharges performance and speeds up recovery.Get 10% off Tenplus: mytenplus.com/kickoffConnect with Daniel:LinkedIn: https://www.linkedin.com/in/danielcrosbyMy Socials:Instagram - https://www.instagram.com/darrenlee.ksLinkedIn - https://www.linkedin.com/in/darren-lee1(00:00) Preview and Intro(00:57) The Search for Money and Meaning in Life(01:51) Link Between Genetics and Happiness(04:09) Importance of Gratitude and Exercise(06:24) Influence of Your Social Circle(08:43) Predictors of Behavioral Patterns(11:29) Money and Happiness: A Complex Relationship(18:10) Defining Happiness: Reality vs. Expectations(20:59) The PERMA Model(28:46) Addressing Modern Challenges and Mental Health(30:28) Being Rich Requires Being Weird?(41:48) How to Own Your Outcomes(56:56) The Psychology of Human Mind(1:02:34) Final Thoughts and ConclusionSupport the Show.

I discuss Investor Psychology and why imastering the psychology is important to being a successful investor.Explore the Investment Plan feature shown in this video - https://www.financeads.net/tc.php?t=40315C4164115098TPRODUCTSOrder my best-selling book; The Money Basics: https://amzn.to/3KL0nMW Join my Book Club: https://peterkomolafe.com/the-money-basics-book-clubInvesting Course for Beginnershttps://peterkomolafe.com/investment-course-for-beginnersRisk Tolerance Assessment : https://form.typeform.com/to/G4zU47q9 Spending Habit Assessment: https://form.typeform.com/to/Rwhf9ahd Financial Competency Assessment: https://form.typeform.com/to/j4Zc5R8N SERVICES90 minutes 1 on 1 Coaching Session: https://calendly.com/conversationofmoney/90mindeepdiveComprehensive Financial Review -https://peterkomolafe.com//financial-reviewSubscribe to our Podcast: https://open.spotify.com/show/4cry36N...WAYS TO WORK TOGETHER Collaborations & Business Enquiries: conversationofmoney@creatorflow.netPodcast, TV or Media enquiries: hello@peterkomolafe.comJoin my mailing list - https://peterkomolafe.comABOUT CONVERSATION OF MONEYWelcome to 'Money and More,' where we embark on a journey to empower our listeners with answers, insights, and inspiration for smarter financial decisions. Join us as we unravel the complexities of money matters, offering practical advice, expert interviews, and real-life stories. Our mission is clear – to equip you with the knowledge and confidence needed to navigate the financial landscape successfully. Whether it's budgeting, investing, or planning for the future, 'Money and More' is your go-to source for unlocking the secrets to financial well-being. Tune in and embark on a path towards a more secure and prosperous future.PETER ON SOCIALhttps://twitter.com/convofmoneyhttps://www.instagram.com/conversationofmoney https://www.youtube.com/c/conversationofmoney

The Money Wise guys are back in the studio after a break and as always, they start with an an overview of Wall Street's performance. The Dow Jones Industrial Average saw an increase of 645 points, or 1.6%, while the S&P 500 was up by 48 points, or 0.9%. The NASDAQ also experienced a rise, gaining 46 points, or 0.2%. Year-to-date, the Dow Jones is up 6.1%, the S&P 500 has increased by 17.7%, and the NASDAQ has surged by 22.6%. During the week, significant market activity was observed, including intraday all-time highs for both the Dow Jones Industrial Average and the NASDAQ, although neither closed at those highs. The discussion pointed out the ongoing dominance of big-cap tech companies in driving market performance, with the NASDAQ up 22.6% by mid-July. The conversation also touched on Federal Reserve Chairman Powell's recent testimony and a lighter Consumer Price Index report, which initially boosted market sentiment. Interestingly, there was notable profit-taking in large-cap tech stocks, with the sale volume indicating computer program trading. This profit-taking benefitted smaller asset classes, like small caps and mid caps, leading to a significant day for diversified portfolios. One standout statistic was the performance differential on Thursday between the Russell 2000 (small cap index) and the NASDAQ, marking the largest such difference since 1986. However, there was no follow-through on Friday, with investments shifting back into large-cap leaders. The market cap-weighted S&P 500 outperformed its equally weighted counterpart, with the former up nearly 18% for the year compared to the latter's 7%. The Russell 2000, though improved, still lagged significantly behind, highlighting the ongoing performance gap.

Will & Kevin delve into the world of investor psychology, exploring how we can be both empowered and deceived in the realm of finance. Certain things can influence the average investor, such as fear of missing out, judging the future by the past, getting into a routine, and much more.Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

Jordan Roy-Byrne, Founder of The Daily Gold, joins us to review both his near-term and medium-term technical outlook for gold and silver, the changing investor psychology around gold mining stocks, and how he looks at optionality in the silver stocks. We start off noting the recent weakness to kick off this week on the precious metals charts; which was to be expected after such a big move the last few months to overbought levels. In the medium to longer-term Jordan is not concerned by the consolidation and still sees measured moves up to $3,000-$4,000 in gold depending on how one extrapolates out the large 13 year cup and handle pattern.   We then shift over to discussing the mining stocks where Jordan advises not chasing the “rhino-horn” charts with steep vertical moves, as they usually represent short-term termination events, before correcting, basing, and building the next leg higher.  He goes on to make the case that investor psychology around gold stocks is gradually changing, as people come around to the fact that gold prices are remaining higher, and so pullbacks will be bought and less severe than we've seen the last few years.  While Jordan is still most animated by the quality growth-oriented gold producers, and quality gold developers of size, that are within 1-2 years of getting their mine built and into production; he also likes the silver optionality plays with quality ounces in the ground that could have more torque to get rerated higher on rising metals prices.    Click here to visit Jordan's site – The Daily Gold.  

In this week's episode of Money Wise, the Money Wise Guys discuss the recent performance of major stock indices, noting a mixed week with the Dow Jones Industrial Average remaining flat, while the S&P 500 and NASDAQ experienced significant corrections, dropping by 3% and 5.5% respectively. Year-to-date, the indices show modest gains, but the NASDAQ is notably close to zero growth for the year. The conversation highlights the sharp downturns, particularly in the NASDAQ, which had its worst week in a long time. Jeff speculates whether the Dow has completed its correction or if more downturns lie ahead, noting that the market's focus is primarily on the NASDAQ and S&P 500 due to their broader tech and AI-focused companies. The discussion also covers rising interest rates with the 10-year Treasury yield hitting 4.623%, sparking market nervousness. The Money Wise guys reflect on the Federal Reserve's current stance, indicating no imminent rate cuts due to ongoing inflation concerns, which appears to have not yet been fully controlled. Additionally, the housing market is spotlighted for showing significant stress, with housing starts and existing home sales both declining. The episode also touches on rising living costs under the current administration, potentially influencing voter sentiment in the upcoming November elections. They also take time to disucss the broader market sentiment, with some analysts initially expecting several rate cuts this year, and how the market is now adjusting to a "higher for longer" interest rate scenario, aligning with fewer expected rate reductions. A Stressed Housing Market The housing market is currently facing significant stress, evidenced by declining trends in both housing starts and home sales. In March, housing starts plummeted by 14.7%, indicating a substantial slowdown in new residential construction, which can be a key driver of economic activity and consumer confidence. Concurrently, existing home sales also fell by 3.7%, reflecting a reticence among buyers, possibly due to high mortgage rates, elevated home prices, and economic uncertainty. These downturns in critical housing market indicators suggest a broader cooling off in the real estate sector, which could have ripple effects across the economy. As the housing market is often a bellwether for economic health, these declines are particularly concerning, signaling potential challenges ahead for both the real estate market and the broader financial landscape. In the second hour today, the Money Wise guys discuss Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

View the YouTube version of this episode here: https://youtu.be/r4spPWX9U1Q?feature=shared Read the related article here: https://open.substack.com/pub/tek2day/p/worst-case-for-the-economy-and-markets?r=1rp1p&utm_campaign=post&utm_medium=web

Episode summary: Join host Justin Zacks as he examines investor psychology and its impact on trading decisions. From exploring common behavioral patterns like cognitive dissonance and confirmation bias to dissecting the phenomenon of "girl math," Justin offers insights and strategies to help investors navigate the emotional landscape of the market. Discover how understanding these psychological factors can enhance your trading approach and gain valuable tips for maintaining a rational mindset in the face of market fluctuations. Don't miss out on this enlightening discussion that could transform the way you perceive and engage with your investments. Disclaimer: The opinions expressed are those of the host and any guest speaker, and not necessarily those of Moomoo Technologies Inc. or its affiliates. The podcast is provided for informational and educational purposes and is not a recommendation or endorsement of any particular investment or investment strategy that may be mentioned or covered in the pod. All investments involve risk and the loss of principal is possible. Moomoo is not affiliated with any outside guests or their companies. Information provided in this podcast is general in nature and may not be appropriate for all investors. The moomoo app is an online trading platform offered by Moomoo Technologies Inc. Securities, brokerage products and related services available through the moomoo app are offered by Moomoo Financial Inc., a member FINRA/SIPC. The Information contained on this podcast Is general In nature and has been prepared without any consideration to the listener's investment objectives, financial situations or needs. Listeners should consider the appropriateness of the information having regard to their personal circumstances before making any investment decisions. Furthermore, there is no guarantee that any statements, estimates, price targets, opinions or forecasts provided herein will prove to be correct. Past performance is no guarantee of future results.

Data Breakdown, Shallow Recession Talk & Investor Psychology Money Wise is back with another informative episode covering Fed-Speak, the possibility of a shallow recession, and more! Last week, the Dow was down 0.1%, the S&P 500 was down 0.4%, and the NASDAQ was down 1.3%. YTD the year is still looking positive, with the Dow up 2.5%, the S&P 500 up 4.9%, and the NASDAQ up 5.1%. Lots of data came out last week, including Consumer Price Index and Producer Price Index numbers, and this is what drove the market. The hotter than expected Consumer numbers led to the worst day in almost a year for the Dow. The market made somewhat of a recovery in the days following, but we did have the first negative week in quite awhile. Still, it wasn't a dastardly bad week, and we ended down just slightly. The Fed-speak was resoundingly saying ‘no interest rate cuts anytime soon' so that narrative may be dead. We may see cuts in late Spring or early Summer, but the Fed wants to avoid a recession situation like we had in the ‘80s when rate cuts came too soon and inflation rose again. The Money Wise guys discuss why we are likely to see a recession in 2024, but we still have a strong job picture, lots of cash on the sidelines, and higher wages, so investors can likely expect a shallow recession.  What is a Shallow Recession? Since the Money Wise guys mention that we shouldn't be surprised about a shallow recession in 2024, let's look more closely at what that means. A shallow recession happens when some parts of the economy are performing on average, while others are struggling. A shallow recession can be viewed as more of a bump in the road than a pothole that disrupts the economy. Learn more about each type of recession, including a shallow recession, here.  In the second hour today, the Money Wise guys discuss Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard discuss the importance of investor psychology, and investing through recessions, including how you can cultivate the mindset of a long term investor. Key topics covered: ·         The personality characteristics of someone who thinks and invests for the long term. ·         Investing through the tech bubble. ·         Investing through the financial crisis of 08. ·         Launching a fund in the middle of Covid-19. ·         How Judith and Rosemary tune out of the noise. ·         How to cultivate a mindset of someone who can hold investments through recessions. This was another great insight into how two seasoned fund managers think and how they view investing for the long term. Each episode of this six-part series builds on the next as they walk you through an investor's journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you're in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers. Timestamps: 2:00 Characteristics and personality traits of someone who thinks long term. 6:15 Clarifying how long is long term when it comes to investing. 9:15 How Judith and Rosemary ignore the noise. 11:30 Holding investments through recessions and drawdowns. 14:45 Investing through the tech bubble. 21:30 Investing through the financial crisis on 08. 25:30 Investing and launching a fund in the middle of Covid-19. 28:15 Developing the mentality to invest through a recession and hold for the long term. Hope you enjoy this episode and have a wonderful day. The FYR Team If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources:  Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Russel Investments behavioural bias article: https://russellinvestments.com/us/blog/avoid-behavioral-bias Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

Ava Benesocky is a partner at CPI Capital, where she specializes in acquiring institutional multifamily assets in the Sun Belt state. With a focus on partnering with limited partners to acquire already built, stabilized properties, Ava and her team aim to increase the income and value of the assets through strategic renovations and tenant turnover. Their goal is to provide investors with monthly distributions and a significant return on investment when the properties are sold after 3 to 5 years. Ava's expertise and strategic approach to real estate investment make her a valuable asset to CPI Capital and its investors.Connect with Ava Benesocky at https://www.cpicapital.ca/RealDealCRM.comRealDealCRM is your Real Estate Investing Virtual Assistant. A Real Estate Investing CRM for Real Estate Investors created by Real Estate Investors. SMS, Stealth Voicemails, Phone, Voicemail, Funnels, and AUTOMATION in a single platform! Check out more details at RealDealCRM.comTopics & BulletsReal Estate Investment StrategyFocus on acquiring institutional multifamily assets in the Sun Belt states, particularly in Florida.Acquiring stabilized properties with 100+ units and implementing light renovations.Aim for a 3 to 5-year turnover."Forced appreciation" to increase property value through rent hikes and renovations.Targeting regions with significant job, population, income, and rent growth.Mindset and Manifestation in Business and LifeEmphasizing the importance of mindset and manifestation.The impact of the stories we tell ourselves.The influence of the people we surround ourselves with.Overcoming limiting beliefs in business and life.Marketing Strategies and Investor RelationsMarketing strategies for targeting passive and active investors.Building an investor community before finding deals.Building trust through consistency and providing free information.The role of transparency and regular communication with investors.Business Development and GrowthDiscussion on business development and the journey from inception to the current stage.Building an investor list and nurturing relationships.Consistency in communication and staying top of mind for investors.Utilizing Tools for Personal and Business UseRecommending "The Checklist Manifesto" as a great book.Using Asana as an essential tool for managing personal and business tasks.Investor Education and EngagementSending out weekly educational newsletters to help investors understand real estate concepts.Holding live webinars to present deals and establish transparency with investors.Providing rent rolls and financials on a quarterly basis to investors.Consistent communication through regular newsletters, updates, and distributions.Investor Psychology and BehaviorHigh net worth investors' attraction to private deals for the exclusivity factor.The appeal of passive investing and above-average returns in real estate.Cultivating Trust and TransparencyPrioritizing transparency and thorough communication from the beginning.The significance of being upfront and transparent with investors.The impact of proactive...

When Doves Fly, The Proverbial Soft Landing & Quadruple Witching The Money Wise guys are back in the studio, kicking off this episode with a rapid-fire recap of last week's quadruple witching market movements. If last week was a big Nothing Burger, this week was a big Something Burger. The Dow was up 2.9%, the S&P 500 was up 2.5%, and the NASDAQ was up 2.8%. YTD the Dow is up 12.5%, the S&P 500 is up 22.9%, and the NASDAQ is up 41.5%. It was no run-of-the-mill week last week, folks, and it was all due to the Fed's doveish remarks. Jerome Powell came right out and said the Fed is done raising rates, we're holding steady, and now we're having conversations about a first cut. The market immediately started going up and the S&P had the highest volume in two years. Did the Fed thread the needle and truly create the proverbial soft landing? Maybe, but things can change. Still, data appears to be shaping up that way, and there was no coal in the stocking for equity investors last week. The Money Wise guys discuss our continuing over-bought condition, further evidence of market breadth widening, last week's quadruple witching, and what we can expect to see in the remaining nine trading days of the year. Understanding Quadruple Witching The Money Wise guys mention that last week was a quadruple witching week, but what does that mean? Often called quad witching for short, quadruple witching happens when there is a simultaneous expiration of stock options, index futures, index futures derivatives options contracts, and single stock futures - the last of which hasn't traded in the U.S. since 2020. For this reason, quadruple witching is not often called triple witching instead. Quadruple witching occurs on the third Friday of March, June, September, and December. Equity trading volumes generally rise on quadruple witching days. In the second hour, the Money Wise guys talk about the importance of understanding Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors.  Jose and his podcast, Slow Brew Finance is a great example.  It is available both as an audio  and video podcast.  During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the link. To sign up to Slow and Steady, a bi-monthly email newsletter with bite-sized practical personal finance thoughts and tips https://slowbrewfinance.com/subscribe The topics in this interview include:00:00 - Intro  03:04 - Your Own Small Value Portfolio  07:23 - Value and Quality  10:12 - What if Value Doesn't Work Anymore? 14:47 - International Diversification 19:51 - Momentum 23:14 - Size  27:55 - Market Timing via Trend Following  39:13 - The Key to Becoming a Good Investor 46:42 - Investor Psychology  55:59 - Outro

Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings. If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here. This episode contains sponsored content from Airlie Funds Management. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In this discussion with guest host Jeffrey Hirsch of the Stock Trader's Almanac, Barry Ritholtz, founder and Chief Investment Strategist at Ritholtz Wealth management, provides insightful and comprehensive discussions on various market trends, investment strategies, and economic developments. He offers valuable perspectives and practical advice for both seasoned investors and those new to the world of finance. Ritholtz emphasizes the uncertainties surrounding the current high-interest regime and advocates for long-term investment strategies. He discusses the historical context of market trends, the significance of purposeful capital, managing emotions in investing, market timing challenges, the impact of market sentiment, and the importance of managing one's behavior in investments.Don't miss your next chance to hear from some of the smartest minds on and off Wall Street LIVE and IN PERSON! Join us for our Investment Masters Symposium Sarasota, scheduled for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Click here to learn more about the conference – and to register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

Summer Malaise, Market Rotation, Fed-Speak & Investor Psychology The Money Wise guys are back at it again this week, and the show begins with a look back at last week's numbers from Wall Street. The Dow was up 0.6%, the S&P 500 was down 0.3%, and the NASDAQ was down 1.9%. YTD the Dow is up 6.4%, the S&P is up 16.3%, and the NASDAQ is up 30.4%. Are we experiencing a so-called Summer Malaise? The Money Wise guys discuss what they're seeing and why August is a weak month historically. They discuss why the NASDAQ seems most affected and where we're seeing market rotation out of tech and into other areas. There seems to be buying interest in some parts of the market and selling interest in other areas. The Money Wise guys also dig into data points like the CPI and PPI, though there's nothing in the stats that gave the bulls or the bears an ah-ha moment. In two weeks, there may be some more market-moving data and Fed-speak, confusing the market once again, and the guys discuss whether there may be another interest rate increase in September.  What is Market Rotation? The Money Wise guys mention market rotation often, as in this episode, so let's break down what it really means. Market rotation is, essentially, a response to larger economic cycles. As the economy expands, investors tend to move out of certain sectors and move into others. Market rotation is often driven by traders anticipating the next sectors for market growth, which is why it's sometimes called “sector rotation.” If you'd like to learn more, you'll find more market rotation discussions here and here.  In the second hour, the Money Wise guys engage in a discussion on Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

A History of NASDAQ Trends & Undervalued Stocks This week brings with it another action-packed episode of Money Wise and as always, the guys kick it off with a look at last week's numbers from Wall Street. The Dow was up 2.0%, the S&P was up 1.8%, and the NASDAQ was up 2.0%. Year-to-Date all markets are on the rise with the Dow up 1.9%, the S&P up 11.5%, and the NASDAQ up 26.5%. The guys also share an interesting new statistic, through the first 100 trading days of 2023, the NADAQ has been up over 20% YTD – for just the fifth time in its history. The guys take time to discuss the history of the NASDAQ as well as some interesting statistics emerging out of the S&P that they think we can learn from. For the Money Wise guys, what we're seeing statistically out of the S&P is due to 10 primary stocks that are driving more than 90% of the return YTD. They discuss how AI has helped accelerate the situation with NASDAQ and the performance we're seeing with the S&P and what this all means for the home investor. The guys delve into this area of stocks that are fundamentally solid but getting no love in the markets because of AI's influence and how the individual investor may be able to capitalize on these undervalued stocks.     Using the History of NASDAQ to Make Sense of Current Trends The thing about investing is that, although the markets are unpredictable, there's plenty we can learn from the past to help give us a better sense of how they are performing currently, and how they may perform in the future. That's why the Money Wise guys spend so much time this episode exploring the history of NASDAQ and all the times we've seen trends occur that are similar to what we're witnessing now. NASDAQ is an acronym that stands for “National Association of Securities Dealers Automated Quotations,” however, it is also commonly used to reference the Nasdaq Composite which is an index of over 3,700 stocks listed on the NASDAQ exchange. Some of the stocks you may be most familiar with are Apple Inc., Microsoft, Google, and Amazon.com. Since the creation of NASDAQ in 1971, there have only been four other years where the NASDAQ index was up 20% or more in its first 100 days - 1975, 1983, 1986, and 1991. What stands out to the guys when looking at this statistic is that for three out of those four years, the NASDAQ ended up being lower by the end of the year than it was at the 100th trading day. Therefore, if we are to learn anything from these statistics, it's that we may want to remain cautious in believing that the NASDAQ will close out the fourth quarter as strongly as it has closed out the first.   In the second hour, the Money Wise guys discuss Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The Attack of the Yellen and a Credit Contraction The Money Wise guys kick off this week's show with a review of last week's numbers from Wall Street before diving into Fed comments, a credit contraction, and more. The Dow was up 1.2%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.7%. Year-To-Date, the Dow is down 2.7%, but the other two major indices are in the black, with the S&P 500 up 3.4% and the NASDAQ up 13%. The guys jump right into some spicy political commentary and explain why they consider last week a product of an Attack of the Yellen - and they offer a reminder that words have consequences. They also share recent Fed comments and last week's decision to raise interest rates by a quarter percent, and Kyle and Jeff spar over whether the comments were actually more dovish or not. The Money Wise guys also explain why the market is still a cat on a hot tin roof, totally focused on the banking sector and feeling edgy. They also share Fed Chairman Powell's quotes about a credit contraction and what consumers might expect. So, What is a Credit Contraction? Also sometimes called a credit crunch, a credit contraction describes a decline in consumer lending activity by financial institutions. A sudden shortage of funds usually brings on a credit contraction, and it will often coincide with a recession - which we are NOT in right now. However, with multiple banking failures in recent weeks, many banks and other lending institutions are wary of their own potential bankruptcies or defaults. For borrowers, a credit contraction results in higher interest rates. The Money Wise guys discuss the rate-raising cycle, whether rates may reverse soon, and the exact quote that Fed Chairman Powell made on a credit contraction and its economic consequences. In the second hour, the Money Wise guys share interesting Investor Psychology insights. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

In this wide reaching market update we discuss macro, being cautious on the market, AYR selling assets, Canopy layoffs, Shopify and what it will take to change consumer and investor mentality. Some stories discussed: California Interstate - https://www.bloomberg.com/news/newsletters/2023-02-13/california-pot-laws-in-2023-may-allow-interstate-commerce?utm_source=website&utm_medium=share&utm_campaign=twitter THCO is Illegal - https://cannabusiness.law/thco-is-a-schedule-1-controlled-substance-says-dea/

The Money Wise guys kick off the show with a recap of last week's numbers from Wall Street, and it was a bit of a mixed bag. The Dow was down 2.7%, the S&P 500 was down 0.7%, and the NASDAQ was up 0.6%. YTD all three indices remain up. The way the year kicked off was not sustainable, and the market seems caught in a trading range it just can't break through. The guys talk through the technicals, explain why last week's earnings reports were a salad instead of a main course, and so much more. In the second hour, the Money Wise guys dig into the importance of understanding Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Welcome to episode 62 of the Monday Night MasterDebaters where I had the privilege to talk with Ryan from Dangerous World Podcast and Drew from You're Missen the Point Podcast, Homeroom Podcast & Movie Minds/Conspiracy Theater 3000. What a great way to kick off 2023, a great conversation with the boys. We touched on movie symbolism, New Zealand Bunkers, Zodiac Signs, Rose Bowl Parade, Investor Psychology, NFL Player Collapse, Jeremy Renner accident, WWIII, New Space Race USA vs China, Boneyard Alaska Bone Rush 2023, New Years Traditions, Animal Fight Club, and much more! The Boneyard Alaska: https://www.instagram.com/theboneyardalaska/ Please leave a review & share the show! Support the great guests at: Drew from You're Missen the Point Podcast, Homeroom Podcast & Movie Minds/Conspiracy Theater 3000 https://www.instagram.com/missen_the_point/ drewmissen88.podbean.com Ryan from Dangerous World Podcast Patreon: https://www.patreon.com/DangerousWorldPodcast/posts IG: @dangerousworldpod linktr.ee/dangerousworldpodcast Mat from The Great Deception Podcast Linktree: https://linktr.ee/thegreatdeceptionpodcast IG: https://www.instagram.com/thegreatdeceptionpodcast/ https://www.instagram.com/thegreatdeceptionpodcast_v2/ YouTube: https://youtube.com/user/Barons44 Email: thegreatdeceptionpodcast@gmail.com To Make Contributions: Patreon: https://www.patreon.com/thegreatdeceptionpodcast Merch: https://my-store-cb4b4e.creator-spring.com --- Support this podcast: https://anchor.fm/the-great-deception-podcast/support

Jeff, Joe, and Kyle kick off the show with last week's market update. The Dow was up 5.7%, the S&P 500 was up 4%, and the NASDAQ was up 2.2%. YTD the Dow is down 9.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 29%. The Dow was really on fire last week - and for the whole month of October. The Money Wise guys discuss the reason for the surge, whether there's still a shoe to drop, mixed earnings, the upcoming seasonality effect, and so much more. In the second hour, the Money Wise guys share important lessons on Investor Psychology. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/7e80d607-8d8e-4e06-9d88-d83fa60530f7

Do you have what it takes to grow your investments from good to great? Today we share why Web3 will be the best investment in your lifetime, explain how India is the future of the internet, and explore the depth of knowledge needed to trade successfully. Hosts Sahil Bloom and Greg Isenberg are joined by guest Raoul Pal, a former Goldman Sachs investment banker turned entrepreneur, who founded Real Vision and Exponential Age Asset Management. Raoul divulges the secret to becoming a special investor, explains why you need to stay true to your convictions (especially in a bear market), and shares his vision for the future of the financial world. ►► Want more community? Learn more here: http://trwih.com THIS EPISODE Raoul Pal: https://twitter.com/RaoulGMI Sahil Bloom: https://twitter.com/SahilBloom Greg Isenberg: https://twitter.com/gregisenberg Production & Marketing Team: https://penname.co/ FIND US ON SOCIAL Twitter: https://twitter.com/_trwih Instagram: https://www.instagram.com/_trwih Web: https://trwih.com Spotify: https://open.spotify.com/show/6aB0v6amo3a8hgTCjlTlvh Apple: https://podcasts.apple.com/us/podcast/where-it-happens/id1593424985 SHOW NOTES 01:23 How Raoul Pal Introduced Sahil 05:25 Raoul Pal's Origin Story & Building His Brand 9:54 Unique Ability Matters for People & Funds 13:22 The Depth of Knowledge Needed to Trade 16:45 Investor Psychology 17:44 The Best & Worst Trade Raoul's Career 23:51 Trust Your Gut 27:20 How Your Geographic Location Helps or Hurts You 29:26 Investing for the Future 32:33 India is the Future of the Internet 36:06 The Exponential Age 40:26 What does the digital world look like in 20 years? 46:20 Space is Closer Than We Think 52:50 Why Raoul Pal is All-In on Web3 59:36 Can You Tokenize Politics and Religion

Bill Gurley is a General Partner @ Benchmark Capital, Bill, is widely recognized as one of the greats of our time having worked with the likes of GrubHub, NextDoor, Uber, OpenTable, Stitch Fix, and Zillow. Doug Leone is the Global Managing Partner @ Sequoia Capital, one of the world's most renowned and successful venture firms with a portfolio including the likes of Google, Airbnb, Whatsapp, Stripe, Zoom and many more. Keith Rabois is a General Partner @ Founders Fund, one of the best performing funds of the last decade with a portfolio including Facebook, Airbnb, SpaceX, Stripe, Anduril, the list goes on.  Arthur Patterson and Jim Swartz founded Accel in 1983. Under their leadership, they have built Accel into one of the most prominent venture firms of the last 4 decades. Michael Eisenberg is a Co-Founder and Equal Partner @ Aleph, with a portfolio including the likes of Lemonade, Melio and HoneyBook, they are one of the leading early-stage firms of the last decade. Sonali De Rycker is a Partner @ Accel, one of the leading firms of the last 3 decades with a portfolio that includes the likes of UiPath, Miro, Spotify and many more incredible companies. Fabrice Grinda is the Founding Partner @ FJ Labs, with over 700 investments, Fabrice has had over 250 exits and built a portfolio including Alibaba, Coupang, Airbnb, Instacart, Flexport, and many more. In Today's Episode You Will Learn: 1.) How does the current environment compare to prior busts? 2.) How will the changing interest rates impact the startup funding climate moving forward? 3.) Why is the rate of inflation the only true metric which reveals the ultimate fate of the economy? 4.) What are the world's leading investors telling their founders? 5.) How are the best investors in the world thinking through reserves management?

​Hello, I hope you're doing well. Many of you are aware that I've often taught the side of Finance that you'll rarely find in textbooks: How family planning is CRITICAL to your ability to build wealth. No matter how hard he works or how much he invests, a person who is not disciplined in family choices will find a way to be broke. I spoke on the issue in a very candid manner this morning on Your Black World News. You can watch the video here as I analyzed a passionate video by a man with 33 kids from multiple women. I'm not here to judge any of this, but these conversations must be had if we are ever going to accumulate wealth in our community. Secondly, do not forget that The Black Wealth Summit takes place in New Orleans July 1 - 3rd at the same time as The Essence Music Fest. We are bringing together leading experts in Real Estate, Entrepreneurship, Stock Market Investing, Investor Psychology and Generational Wealth to help you and your family level up and gain the experience of Black Economic Elevation. To learn more about this powerful event, visit this page. Please take care and have a wonderful day. Sincerely, Dr Boyce Watkins

(4/12/22) The Easter holiday weekend gives you three days to file your 2021 Tax Return, due this year on April 17. Lance Market commentary and CPI Preview. How Joe Biden has run afoul of environmentalists as he contorts to control the rising fuel price fiasco he caused. The Millennial Narcissism epidemic, and how market metrics affect investor psychology; the substitution effect; just because interest rates are, doesn't necessarily mean they'll go up; why affordability really hasn't changed. If Albert Einstein came back (what would he think?) unintended consequences of bank de-regulation. SEG-1: Tax Filings & Market Aftermath SEG-2: Biden & Environmentalists vs Prices at the Pump SEG-3: Millennials and Metrics that Affect Market Psychology SEG-4: If Albert Einstein Returned -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=XZYHgffypuU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Interest Rates' Effect on Investor Psychology" https://www.youtube.com/watch?v=hy3YQu_a9hc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Why Everyone is Obsessed with Recession" is here: Where Will Markets Go in April? https://www.youtube.com/watch?v=AsmXtYCZ348&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2689s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/gold-or-rubles-a-pickle-worth-exploring https://realinvestmentadvice.com/bailouts-and-the-demise-of-capitalism-and-free-markets/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #EnergyPrices #JoeBiden# MillennialNarcissism #MarketPsychology #Markets #Money #Investing

Tune in to hear:- What are some unique financial considerations for those with high-level government security clearances?- What role does financial instability often play in cases of corporate and governmental espionage?- Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population?- We often have very different subjective realities than our partners regarding personal finance. How can we better bridge this experience gap, and are there times when one party is just objectively in the wrong?- How common are issues of “financial infidelity” in romantic or professional relationships?- Should financial professionals act as more of a blank slate, making space for each client's unique values, or should they lead with their own personal values?- How can financial advisors take better note of their clients' body language and appropriately use this information?- What are some pragmatic steps advisors can take to take their client relationships to the next level?https://chieffinancialmom.comCompliance Code: 3025-OAS-12/1/2021

Tune in to hear:- Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it in a way that doesn't land flat on its face or go too far?- How can one evoke an emotional response in a nuanced way without seeming corny or disingenuous? Are there certain business for whom this approach may not be effective?- How can a marketing approach build familiarity without becoming overly repetitive, rote or in your face?- Irresistible offers are one of the five principles of effective marketing. How can you craft an offer your client can't refuse?- What is one big promise that financial professionals can tell their clients they will deliver on?- Signaling trustworthiness is a crucial aspect of advertising. What steps can advisors take to both be trustworthy and to convey this to their target market?- Why is merely being trustworthy often not sufficient to scale your business?Twitter: @RobertSofiaCompliance Code: 3017-OAS-11/30/2021