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After saving for retirement for decades, you'll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are near retirement age, about how they're approaching the decision of when to call it a career.Also in this episode:-December saw the highest number of home contract cancellations in several years-Home prices declined in November, a slowdown from the heady post-pandemic days of skyrocketing prices-A Bankrate study found that 75% of homes on the market are unaffordable to the median-income American household-Our favorite retirement calculatorsHost: Robert BrokampGuest: Dan CaplingerEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Entrepreneurship isn't about quitting your job tomorrow. It's about creating options, leverage, and time freedom.
Upcoming GeekWire Podcast Live Event: Join us from 4 p.m. to 6 p.m. Thursday, Feb 12 at Fremont Brewing for a live recording of the GeekWire Podcast with Todd Bishop and John Cook. Free for Fremont Chamber members, $15 for everyone else. Register here. This week on the show, Todd Bishop and Taylor Soper hit the road for a driving tour of the news, making stops at Starbucks, Microsoft, and an Amazon Fresh store in its final days. First up, Starbucks reports its first U.S. transaction growth in about two years — and announces plans for an AI "ordering companion" that translates cravings into custom drinks. Todd tests it the old-fashioned way, ordering a banana bread latte at the drive-through. Then, Microsoft beats quarterly expectations but sees its stock drop 12% in a single day. The culprit? Investor concerns about the company's exposure to OpenAI, which now accounts for roughly 45% of Microsoft's contracted future cloud revenue. Finally, Amazon is closing all of its Fresh grocery stores and Go convenience stores in the U.S., exiting its homegrown retail formats entirely. Todd and Taylor visit a Seattle location during its clearance sale - and find a long line at a store whose original promise was no lines at all.See omnystudio.com/listener for privacy information.
Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week's big tech earnings and how Google is positioned for the future of AI. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - SpaceX and xAI's potential merger - Big tech earnings - Dumpster diving in SaaS - Google's Chrome update Companies discussed: The Trade Desk (TTD), Axon (AXON), Toast (TOST), Netflix (NFLX), Salesforce (CRM), ServiceNow (NOW), CH Robinson (CHRW), Mama's Creations (MAMA), Tesla (TSLA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Faircloth interviews Amanda Cruise, as the two co-host a year-end conversation reflecting on lessons from 2025 and what they see ahead for real estate investing in 2026. They discuss how investor behavior has shifted away from high-risk appreciation plays toward stable, predictable cash flow, and how that change is reshaping capital raising and deal structures. The conversation covers decisiveness in acquisitions, why cash-flowing debt and yield-focused investments are resonating with investors, and how different asset classes are responding to market uncertainty. Amanda shares why mobile home parks remain resilient due to shrinking supply and rising demand for affordable housing, while Matt explains his plans to clean up underperforming multifamily assets and lean further into debt funds and cash-flowing hotel deals. This matters because many investors are being forced to rethink buy boxes, underwriting assumptions, and exit strategies. Understanding where transaction volume is likely to increase—and where structural demand still exists—helps investors position themselves for opportunity without relying on market appreciation alone. Amanda CruiseCurrent role: Mobile Home Park Owner and OperatorBased in: North CarolinaSay hi to them at: https://voyageinvesting.com/ https://www.linkedin.com/in/amandacruisemhpinvestor/ Visit www.tribevestisc.com for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Russell Napier, an independent financial market strategist, financial historian, author of The Solid Ground investment report, and founder of the charitable venture The Library of Mistakes. In today's episode, Russell explains why investors are asking the wrong questions at a critical turning point in financial history. He how financial repression, shifting monetary regimes, and political priorities are reshaping capital markets. To close, he explains the dangers of yield chasing, why technology won't defeat inflation, and why gold may be signaling what comes next. (0:00) Starts (3:14) Regime change & parallels to post-World War II Europe (8:06) The search for yield is dangerous (17:38) The disconnect between GDP growth and equity returns (23:14) The impact of inflation & deflation on equity valuations (25:56) Technology doesn't defeat inflation (30:20) Monetary system changes, gold prices, and American exceptionalism (37:50) Extrapolation is the opiate of the people (48:26) Book recommendations ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitwise CIO Matt Hougan breaks down the 2025 bear market, central banks' preference for bitcoin over gold, and Solana's potential to challenge Ethereum's dominance. Bitwise Chief Investment Officer, Matt Hougan joins CoinDesk's Markets Outlook with Jennifer Sanasie and Andy Baehr. He explains why he believes 2025 was a bear market and where he sees markets going from here. Hougan breaks down why central banks are eyeing bitcoin as a superior self-custody tool to gold, Bitwise's on-chain yield vaults, and why he's betting on Solana as the challenger to Ethereum's dominance.- Timecodes:0:53 - Why Are Markets Down Today?3:13 - Precious Metals vs. Bitcoin7:05 - Why the Crypto ETF Genie is Already Out of the Bottle9:15 - Bitwise's On-Chain Yield and DeFi Vaults13:22 -What Central Banks Are Asking Bitwise About Bitcoin17:44 - How Matt Hougan Thinks BTC Gets to $6.5 Million in 20 Years19:15 - Beyond BTC and ETH: Matt Hougan's Case for Altcoins21:00 - Solana vs. Ethereum: The Battle for Wall Street24:20 - What Impact Would Trump's Fed Reserve Chair Nominee, Kevin Warsh, Have on Crypto? - This episode was hosted by Jennifer Sanasie.
Ordinary Guys Extraordinary Wealth: Real Estate Investing and Passive Income Tactics
In this week's Behind The Scenes episode of The FasterFreedom Show, Sam dives into one of the most overlooked deal sources in real estate investing: investor-friendly real estate agents.He explains why agents consistently bring his companies more deals each year than wholesalers or many traditional lead sources, and what makes an agent truly “investor-friendly.” You'll hear the advantages of working with agents who understand numbers, timelines, and creative deal structures—and why these relationships often lead to higher-quality opportunities with less friction.This episode also breaks down the value of diversifying where deals come from, building long-term relationships instead of chasing one-off leads, and creating a network that compounds over time. It's a behind-the-scenes look at how strong partnerships drive consistent deal flow and why collaboration is one of the most underrated strategies in real estate.FasterFreedom Capital Connection: https://fasterfreedomcapital.comFree Rental Investment Training: https://freerentalwebinar.com
In this episode of The Vinney and Beau Show, Vinney and Beau dive into what really separates experienced investors from the rest—especially when markets feel uncertain. With stocks swinging, interest rates shifting, and headlines creating noise, they break down how seasoned investors stay calm, focused, and intentional. This is an honest conversation about navigating cycles, avoiding emotional decisions, and understanding where real opportunity shows up when others hesitate. They cover key ideas that are shaping today's investor mindset, including:
Story of the Week (DR):Trump's ICE tactics force CEOs to choose between staying silent and risking White House backlash MMCEOs of Target and Minnesota's Biggest Companies Call for ‘De-Escalation' After ShootingMinnesota workers pressure employers to take action against ICE operationsCEOs, long silent on Trump's immigration crackdown, seem to hit their breaking point over killing of Alex Pretti in MinnesotaTarget's incoming CEO tells staff violence in Minneapolis is 'incredibly painful' – without naming Trump or ICEJan 28: Target Unveils Largest Spring Beauty Assortment Ever — Making Trend-Driven, Expert-Backed Beauty More AccessibleTech's top CEOs mum after ICE killings, while leaders like Reid Hoffman, Yann LeCun speak outICE is going too far': Sam Altman, Jamie Dimon, and more CEOs on the unrest in MinnesotaReid Hoffman says business leaders are wrong to stay silent about the Trump administrationApple's Cook says he's 'heartbroken' by Minneapolis events and has spoken with TrumpCompanies reap $22bn from Trump's immigration crackdownMeta blocks links to ICE List across Facebook, Instagram, and ThreadsAs Big Tech CEOs speak up about violence in Minneapolis, 1 in 3 corporate leaders think ICE tensions are ‘not relevant to their business'How ICE Already Knows Who Minneapolis Protesters AreAgents use facial recognition, social media monitoring and other tech tools not only to identify undocumented immigrants but also to track protesters, current and former officials said.Freefloatanalytics data blast:Palantir Technologies: Continues to be a primary partner. In 2025, they were awarded a $30 million contract to build "ImmigrationOS," a platform designed to provide "near real-time visibility" on individuals for the purpose of streamlining apprehensions and tracking self-deportations. Gender Influence Gap -26%RELX: LexisNexis Risk Solutions: Provides ICE with investigative databases used to track, vet, and target individuals. Their current contract is valued at over $22 million. Gender Influence Gap -24%Thomson Reuters: Supplies ICE with access to massive databases, including over 20 billion license plate scans. This data allows agents to track vehicle movement history and identify where individuals may be living or working. Gender Influence Gap -28%Clearview AI: Recently signed a $3.75 million contract (September 2025) to provide facial recognition technology. While officially limited to certain types of investigations, procurement records suggest its use is expanding. Gender Influence Infinity% (no women on advisory board; Hal Lambert and Richard Schwartz as co-CEOs)King “Bumps”JPMorgan's Dimon sees 10.3% pay bump to $43MDisney CEO Bob Iger's Pay Increased 11.5% to $45.8 Million in 2025Goldman Sachs hikes CEO David Solomon's pay 21% to record $47 millionWells Fargo CEO Charlie Scharf Gets 28% Pay Boost to $40 MillionWhy Starbucks is letting Brian Niccol use the company plane for more personal travel“Following a security review of risks, the Starbucks board of directors made the decision to enhance security measures for Brian,” a company spokesperson said. “This included a decision by the board to require Brian to use private aircraft for all travel.”$96M in 2024; $31M in 2024, including temporary housing expenses in the amount of $371,536; and security expenses in the amount of $1,142,700; and $997,392 in expenses related to his use of Starbucks aircraft for commuting and personal usemedian employee: $17,279. CEO Pay ratio 1,794 to 1 (January 1st: 10:10am)Temporary housing expense ratio: 22:1The docu-bribe: At ‘Melania' Premiere, the President Sees ‘Glamour' and Others See GraftAmazon paid Melania Trump's production company $40 million for the movie and then paid another $35 million to promote it.Guests included:Jordan Belfort: The real-life "Wolf of Wall Street."Director Brett Ratner, accused of rape, sexual assault, sexual harrassment, and homophobic abuse by at least 9 women:Melania Trump documentary marks a post-#MeToo comeback for its directorBrett Ratner was all but exiled from Hollywood after facing sexual misconduct allegations. Trump's win gave him an opening to return.Tim Cook (Apple)Andy Jassy (Amazon)Lisa Su (AMD)Eric Yuan (Zoom)Lynn Martin (President of the NYSE)Larry Culp (GE)Sam Altman (OpenAISatya Nadella (Microsoft)Sundar Pichai (Google)Safra Catz (Oracle):David Brown (Victory Capital)David Ellison (Skydance/Paramount)Marc Benioff (Salesforce)Goodliest of the Week (MM/DR):DR: Diversity on Fortune 50 boards: white men haven't been a majority for 3 years in a rowWhereas about a decade ago, white men held two-thirds of the seats on the top 50 Fortune boards, in 2023, for the first time, they held fewer than 50%. In 2024, that number dropped to 48.4%, but this year it climbed back to 49.7%.Since white men make up about 31% of the U.S. population, they still have been very much overrepresented in all three years.DR: National Shutdown: General strike on January 30 aims to push ICE out of Minnesota. Stores closed, protests scheduled in all 50 statesMM: Delivery Robot Gets Stuck on Train Tracks, Gets Obliterated by LocomotiveMM: Judge greenlights Massachusetts offshore wind project halted by Trump administrationVineyard Wind, which joins Revolution Wind, Empire Wind, and Coastal Virginia Offshore Wind in restarted because lawsAssholiest of the Week (MM):WHICH ASSHOLE DO YOU BLAME: Trump's ICE tactics force CEOs to choose between staying silent and risking White House backlashTrump/ICEHis personal military got orders to be “ethical”, but to fuck up everyone - and recruited specifically targeting Call of Duty players and lonely, angry men who wish they could call their friends “retarded” again but it isn't politically correctPalantir and the ICE industrial complexAlex Karp went out of his way to insist to his disgusted employees that AI and Palantir “bolsters civil liberties”Meanwhile, Palantir employees signed a letter from tech employees pondering whether or not they are actively destroying our country and abetting oligarchsBut Palantir, while making some of the creepiest, most heinous software known to man (I mean, worse than CHINA! And we all HATE CHINA, RIGHT???), has $100m in contracts with ICEIn fact, there's a whole private infrastructure complex that's largely not politically agnostic that's made $22bn from ICE and immigration crackdowns - and it's only been a year! That's some awesome shareholder value illegally sending weeping mothers to countries they don't live in with no due process!CEOs (Target, looking at you) DRThey managed to find a pen and craft a strongly worded letter that asked, pretty please, for “de-escalation”, calling ICE out not by NAME of course, but as a “recent challenge” that created “widespread disruption” - and named the White House only as someone they are “communicating” with. Signed by 60 Minnesota CEOs, co-signed in spirit by the Business Roundtable (though not like, officially), they managed to write a whole 199 words about the execution of a VA nurse whose crime was filming the Gestapo in actionTarget's incoming CEO (obviously not the CURRENT CEO Brian Cornell, he's busy polishing his mahogany chair for board meetings where he will be Executive Chair, making as much as a CEO with none of the responsibilities) also addressed the unlawful and unwarranted arrests of Target employees in Minneapolis by thugs - oh, wait, no he didn't - he said, “The violence and loss of life in our community is incredibly painful.” - IT WAS YOUR EMPLOYEES IN THE CROSSHAIRS, SCHMUCK. Target employees are currently skipping work in Minnesota, but solid leadership.Boards of directorsOur analysis of the boards of the Minnesota 60 showed that nearly half of them sit on each other's boards. Basically, you have a massive groupcoward problem - about 25 of the CEOs sit on some other CEOs board or overlap in some way, and the lawyers that carefully crafted the letter absolutely had to have it run through every other board and company lawyer, a task made easier when half of you are on the board with each other. No need for authenticity when you have collective ass covering.Jeffrey EpsteinIf not for those files, there wouldn't NEED TO BE MURDERS so you look somewhere else!InvestorsIf not for “shareholder value”, we could pay attention to humanity and authentic real world values!WHICH ASSHOLE DO YOU BLAME: As You Sow leads criticism of SEC's updated restrictions on smaller shareholdersSmaller investors!For three decades, small investors have used precatory proposals either as a means to extract more data, a means to improve governance, or a means of advertising - many of the non profits use it as a fundraising tool as much as a means of changeMeanwhile, those proposals have almost entirely failed at the vote - though they HAVE succeeded in increasing our data over time (the long arc of disclosure)Then the zone gets flooded by the anti-woke shareholders looking to de-trans companies, and now we have a massive influx of performative proposalsNow that the insiders are in charge (vs. career bureaucrats), in a six month period, virtually all rights have been revoked with threats of paperwork for non complianceAs a final cherry, they are now trying to keep EXEMPT SOLICITATIONS off the filing docket unless you have $5m in stock, so you can't even file your intent to vote directionally unless you're super richJohn CheveddenThe gadflyfather - if not for being the winningest shareholder in history with a nearly obsessive focus on improving shareholder rights, the most boring of topics, the SEC would probably have ignored the whole thingBut the data shows the SEC is taking the time to blanket ignore everyone BUT Chevedden, responding to affirmatively say no to his proposalsJC, no one likes a repeat champion dynastyThe SECBrain Daly at the SEC is out there suggesting maybe NO ONE should vote proxies while SEC Chair Atkins tried to gaslight the entire investment community by claiming the “government shutdown” made it too hard for the poor ole SEC to do its job, so they just gave companies immunity from proposals in lieu of doing their jobsMeanwhile, Atkins has overseen a steep drop in enforcement of accounting irregularities and reporting while simultaneously green lighting crypto scams and Exxon's new “retail vote” capture plan (which gives management anywhere from 5-20% of the company vote depending on the company by auto voting retail that opts in)All with Trump family in the backdrop raking in 1.4bn in the first year of the presidency from crypto token bullshit, asset seizures and sales, and pure graft - none of which will obviously be investigated despite Trump's son actively on a public board of directorsBigger investors!THEY NEVER REALLY CARED ABOUT VOTING ANYWAY! 96% average support for directors, 0.2% of directors globally voted out annually, and of those that are voted out (~20 a year), MORE THAN HALF STAY ON THE BOARD either by bylaw (cumulative voting) or as zombies (Jay Hoag!)And still, NO ONE CARES!WHICH ASSHOLE DO YOU BLAME: Marc Andreessen says the real crisis isn't AI job losses — it's what would have happened without AIThe powerless AI makersSam Altman: Sam Altman Says AI Will Cause Massive Deflation, Making Money Worth Vastly More - that's pretty good if you're already a billionaire, yeah?Dario Amodei: Anthropic CEO Warns That the AI Tech He's Creating Could Ravage Human Civilization - uh, don't create itThe CEO of Microsoft Suddenly Sounds Extremely Nervous About AIAI anxiety is so widespread that veteran Microsoft researchers are having panic attacks because they're making themselves obsoleteThe VC Navel Gazing Manchild EconomyAndreessen's genius was investing in manchildren: Facebook, Roblox, AirBnBVCs actually are giving LESS MONEY to women than the INCREDIBLY LOW AMOUNT they already gave during the AI raceYOU - you should have been a plumber or a peasant or a construction workerHeadliniest of the WeekDR: Cracker Barrel Wants Its Staff to Eat One Thing on Work Trips: Cracker BarrelMM: The company Americans say is the best place to work in 2026 isn't who you thinkCrew Carwash - washing cars is better than tech bro manbaby festsMM: The Worst People Alive Are Obsessed With Meta's Video Recording GlassesWho Won the Week?DR: Resistance in Minnesota and Maine (I'm attempting to be optimistic here, give me a break)MM: 33% of corporate leaders: As Big Tech CEOs speak up about violence in Minneapolis, 1 in 3 corporate leaders think ICE tensions are ‘not relevant to their business'PredictionsDR: January 1st will officially be recognized by the Business Roundtable as "Equality Day"—celebrating the grueling minutes it takes a CEO to earn more than their average worker for the year. Engraved badges with the exact time (10:10 for SBUX) will be created to honor the achievement.Ok, maybe that's silly, my real one is that Target announces its "De-Escalation" Collection: a "Minneapolis-Inspired" line of high-fashion neutral-tone hoodies, specifically marketed as "non-threatening" to ICE agents and heartbroken CEOsMM: Alex Karp, social justice warrior out for the little guy, mass fires his staff at Palantir and replaces it with an AI robot named “The Job Displacer”, does a road show claiming he's “freed” his employees using AI and now they can really have authentic jobs like “bagger at grocery store” and “guy who mixes paint”
Hedge fund strategies are gaining renewed attention as market volatility rises and traditional stock and bond diversification becomes less reliable. With inflation uncertainty, shifting monetary policy, and growing macro instability, investors are reassessing how different sources of return and risk management show up across capital markets.In this episode of The Bid, host Oscar Pulido speaks with Mike Pyle, Deputy Head of BlackRock's Portfolio Management Group, about how hedge fund strategies work and why they are being re-examined in today's environment. Mike explains what defines hedge fund strategies, how their flexibility seeks to allow managers to express views more precisely, and why they can play different roles within portfolios depending on investor objectives.They explore common misconceptions around hedge fund strategies, including the idea that they are inherently high risk or designed solely to outperform equities. Mike outlines how these strategies span a wide range of risk profiles and can be used for diversification due to their potentially lower correlation to traditional assets. The conversation also examines why macro volatility since 2021 has created a more favorable backdrop for hedge fund strategies, and how their ability to either navigate or reduce macro exposure is shaping investor interest.Key moments in this episode:00:00 Introduction: Navigating Uncertainty in Today's Market03:57 Debunking Myths About Hedge Funds07:36 The Growing Interest in Hedge Funds Strategies12:18 Hedge Funds vs. Other Alternatives16:31 Evolution of the Hedge Fund Industry18:28 Key Takeaways for Investors19:41 Conclusion and Next UpKey insights include:• What hedge fund strategies are and how they differ from traditional investments• Why lower correlation, not market outperformance, is often the core objective• How higher volatility and macro uncertainty are reshaping portfolio construction• How hedge fund strategies compare with other alternatives like private markets and infrastructure• Why scale and multi-strategy platforms are changing the hedge fund landscapehedge fund strategies, capital markets, portfolio diversification, alternatives investing, market volatility, megaforcesThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bitwise CIO Matt Hougan breaks down the 2025 bear market, central banks' preference for bitcoin over gold, and Solana's potential to challenge Ethereum's dominance. Bitwise Chief Investment Officer, Matt Hougan joins CoinDesk's Markets Outlook with Jennifer Sanasie and Andy Baehr. He explains why he believes 2025 was a bear market and where he sees markets going from here. Hougan breaks down why central banks are eyeing bitcoin as a superior self-custody tool to gold, Bitwise's on-chain yield vaults, and why he's betting on Solana as the challenger to Ethereum's dominance. With President Trump tapping Kevin Warsh for Fed Chair, Hougan weighs in on what this means for crypto. Notably, Warsh is listed as an investor and advisor on Bitwise's website.- Timecodes:0:53 - Why Are Markets Down Today?3:13 - Precious Metals vs. Bitcoin7:05 - Why the Crypto ETF Genie is Already Out of the Bottle9:15 - Bitwise's On-Chain Yield and DeFi Vaults13:22 -What Central Banks Are Asking Bitwise About Bitcoin17:44 - How Matt Hougan Thinks BTC Gets to $6.5 Million in 20 Years19:15 - Beyond BTC and ETH: Matt Hougan's Case for Altcoins21:00 - Solana vs. Ethereum: The Battle for Wall Street24:20 - What Impact Would Trump's Fed Reserve Chair Nominee, Kevin Warsh, Have on Crypto? - This episode was hosted by Jennifer Sanasie.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michelle Kesil welcomes Cedric Ferrell, a Southern California real estate entrepreneur and founder of a growing brokerage. Cedric shares his journey from a 25-year career in the Fortune 500 sector to establishing his own commercial real estate business. He discusses the various arms of his brokerage, including investment sales, leasing, and property management, emphasizing the importance of understanding investor motivations and the fundamentals of real estate investment. Cedric categorizes investors into three types: Disneyland investors, trophy investors, and intentional investors, each with distinct motivations and approaches to real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Real estate can feel impossible when you try to do everything alone. But partnerships change the game. This episode breaks down how Carlo and Kayla teamed up with a third partner, split roles the smart way, and scaled their business into 24 units — while working full-time jobs and learning through real experience. The Cashflow for Life podcast is about one thing: using real estate investing as a tool to create consistent cashflow every month for the rest of your life. Our mission is to help everyone in America buy their first 5 properties in the next 2 years, and have them paid off in 7 years. This is the 2-5-7 Cashflow For Life philosophy. Tune in to witness how ordinary people in our community have put this philosophy into action to increase their net worth and create consistent monthly cashflow as they continue their journey to build wealth for themselves and their families.
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How some LPs are going ‘beyond the check' to help their GP impact managers survive the fundraising drought; enabling US retail investors to back solar projects in Africa and Latin America (8:05); and, at “He for She,” recognizing men who champion women in asset management (13:40).Check out this week's stories:“Ten ways LPs are going ‘beyond the check' to help impact managers survive the fundraising drought,” by Erik Stein.“Solar projects in Africa and Latin America pay dividends to US retail investors,” by Lucy Ngige.Listen to "Women Changing Finance"The lyrics to Kat Taylor's re-write of "The Times They Are A-Changin'":Come gather around people wherever you roamand admit that the dangers around you have grownand accept it that soon you'll be cut to the bone if your time isn't spent saving, we better start swimming or we'll sink like a stormfor the times they are changin'.Investments they come and investments they go without purpose of fixing the mean status quountil voices left out become voices we know at the ballot the lectern on Wall Street's beggars row take back your impact through your almighty tollFor investors, they are changin'.Come Senators, Congressmen, please heed the call.Don't stand in the doorway, don't block up the hall.For he that gets hurt will be he who has stalled.But that outside it is raging will soon shake your windows and rattle your walls for the times they are changin'.
I sat down with Dr. Noah St. John, a man who has helped his clients add over $3 Billion in sales. The crazy part? He has zero desire to own real estate.
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How some LPs are going ‘beyond the check' to help their GP impact managers survive the fundraising drought; enabling US retail investors to back solar projects in Africa and Latin America (8:05); and, at “He for She,” recognizing men who champion women in asset management (13:40).Check out this week's stories:“Ten ways LPs are going ‘beyond the check' to help impact managers survive the fundraising drought,” by Erik Stein.“Solar projects in Africa and Latin America pay dividends to US retail investors,” by Lucy Ngige.Listen to "Women Changing Finance"The lyrics to Kat Taylor's re-write of "The Times They Are A-Changin'":Come gather around people wherever you roamand admit that the dangers around you have grownand accept it that soon you'll be cut to the bone if your time isn't spent saving, we better start swimming or we'll sink like a stormfor the times they are changin'.Investments they come and investments they go without purpose of fixing the mean status quountil voices left out become voices we know at the ballot the lectern on Wall Street's beggars row take back your impact through your almighty tollFor investors, they are changin'.Come Senators, Congressmen, please heed the call.Don't stand in the doorway, don't block up the hall.For he that gets hurt will be he who has stalled.But that outside it is raging will soon shake your windows and rattle your walls for the times they are changin'.
Sarah is all hot and bothered for the "gay hockey show," Heated Rivalry, and she explains why lesbians would enjoy male on male heat. Susie is all wound up about something totally different: umbrellas. To each their own. We learn about a practice that was created in the 1980s where people dying of AIDS would sell their life insurance policies to investors, and we debate the ethics of betting on someone's death. We discuss the difference in written communication between women and men, and the reason women have to track their punctuation and balance perceived warmth and competence. We find out which celebrities are mentioned the most in pop songs, and the three factors that can increase your chances of being name dropped. Plus, Susie shares big news in the true crime world, where two of the biggest unsolved cases in history have been solved--and the same person (allegedly) did both.Brain Candy Podcast Website - https://thebraincandypodcast.com/Brain Candy Podcast Book Recommendations - https://thebraincandypodcast.com/books/Brain Candy Podcast Merchandise - https://thebraincandypodcast.com/candy-store/Brain Candy Podcast Candy Club - https://thebraincandypodcast.com/product/candy-club/Brain Candy Podcast Sponsor Codes - https://thebraincandypodcast.com/support-us/Brain Candy Podcast Social Media & Platforms:Brain Candy Podcast LIVE Interactive Trivia Nights - https://www.youtube.com/@BrainCandyPodcast/streamsBrain Candy Podcast Instagram: https://www.instagram.com/braincandypodcastHost Susie Meister Instagram: https://www.instagram.com/susiemeisterHost Sarah Rice Instagram: https://www.instagram.com/imsarahriceBrain Candy Podcast on X: https://www.x.com/braincandypodBrain Candy Podcast Patreon: https://www.patreon.com/braincandy (JOIN FREE - TONS OF REALITY TV CONTENT)Brain Candy Podcast Sponsors, partnerships, & Products that we love:Go to https://thrivecausemetics.com/braincandy for an exclusive offer of 20% off your first order.Get $10 off your first month's subscription and free shipping when you go to https://nutrafol.com and enter the promo code BRAINCANDYHead to https://cozyearth.com and use my code BRAINCANDYBOGO to get these pj's for you and someone you love! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A.M. Edition for Jan. 29. Investors are rewarding Meta after the company's latest earnings showed massive AI investments translating into a jump in digital-ad revenues. State Street's Altaf Kassam gives his take on the AI boom's early winners and losers. Plus, WSJ deputy finance editor Quentin Webb gives us the backstory on the metals rally that just won't quit. And FBI agents search a Georgia election office as part of a broader push to re-examine Trump's 2020 loss. Luke Vargas hosts. Check out Sumathi Reddy's reporting on what happens when you stop taking GLP-1 drugs. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta's and Microsoft's earnings. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Tesla's earnings - Elon Musk's announcement that Tesla will discontinue production of the Model S and X. - Meta's massive capital spending plan - Microsoft's future getting closely tied to OpenAI - Stocks on our radar Companies discussed: TSLA, META, MSFT, GOOG, LUV, AAON, BMI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Equal-weighted index funds sound like an elegant solution to some of today's biggest investor anxieties: high market concentration, elevated valuations, and outsized influence from a handful of mega-cap stocks. In this episode of the Rational Reminder Podcast, Ben Felix, Dan Bortolotti, and Ben Wilson take a deep, evidence-based look at whether equal weighting actually improves portfolios—or simply introduces new risks under a different name. The discussion breaks down how equal-weighted indices differ fundamentally from traditional market-cap-weighted indexes, why equal weighting has historically outperformed in certain periods, and what's really driving those results beneath the surface. The team explains how equal weighting tilts portfolios toward smaller, cheaper, and more volatile stocks, while also systematically trading against momentum due to frequent rebalancing. Key Points From This Episode: (0:01:10) Introduction to Episode 394 and discussion about declining enthusiasm over long podcast runs. (0:02:00) PWL Capital's growing work with institutional clients and why index-based approaches are rare in that space. (0:05:12) Episode topic introduced: equal-weighted index funds and why listeners keep asking about them. (0:06:00) Definition of market-cap-weighted vs. equal-weighted indexes using the S&P 500 as the main example. (0:07:14) Historical outperformance of equal-weighted S&P 500 indexes and why start dates matter. (0:09:00) Equal weight vs. cap weight performance over the last decade: meaningful recent underperformance. (0:10:21) Market concentration concerns and why equal weighting appears attractive during periods of high valuations. (0:12:00) Why market-cap-weighted indexes do not mechanically buy more overvalued stocks as prices rise. (0:16:14) Trading costs explained: explicit vs. implicit costs and why turnover matters more than TER. (0:19:16) Capital gains, tax efficiency, and reporting differences between Canadian and U.S. funds. (0:21:07) Market concentration historically shows little relationship with future returns. (0:24:58) Volatility comparison: equal-weighted indexes are meaningfully more volatile due to small-cap exposure. (0:25:12) Equal weighting increases exposure to small-cap, value, and high-volatility stocks. (0:28:58) Sector distortions created by equal weighting and why this represents uncompensated risk. (0:31:21) Unintended consequences: sector bets, security-level overweights, and forced rebalancing. (0:32:30) Turnover is roughly 10× higher in equal-weighted funds than cap-weighted equivalents. (0:33:15) Equal weighting behaves as a systematic anti-momentum strategy. (0:34:02) Multi-factor regression results: positive size and value exposure, negative momentum loading. (0:36:33) Rebalancing frequency trade-offs and how quarterly rebalancing amplifies momentum drag. (0:42:21) Comparison with alternative approaches that target similar factor exposures more efficiently. (0:44:47) Why backtests are seductive—and why live fund results matter more. (0:47:40) Investor behavior, uncertainty, and the constant search for strategies that "fix" the market. (0:48:41) Factor investing in disguise: most deviations from cap-weighting are just factor tilts. (0:53:06) Equal weighting as an acceptable strategy—if investors understand and accept the trade-offs. (0:57:18) Listener feedback, enthusiasm jokes, and discussion about Spotify video uploads and audio speed. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Darryl Jacobs, partner at Ginsberg Jacobs, has over 3 decades of experience in tax and corporate law with a focus on tax credit financing transactions. Darryl starts off with a high-level overview of the various tax credits available to investors. He dives deep on opportunity zones and how geographical areas get designated as opportunity zones. Darryl explains how investors can leverage New Markets Tax Credits. Throughout the show, Darryl demonstrates his deep knowledge in Tax Credits and conveys how it can be a super powerful tool for investors who know how to leverage it! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Properties for Sale on the North Side? We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Guest: Darryl Jacobs, Ginsberg Jacobs Link: Sonny Ginsberg (Network Referral) Link: SUCI Ep 26 - Neal Bawa Guest Questions: 01:49 Housing Provider Tip - Ensure proper transfer of utilities when purchasing a property to avoid outages! 04:09 Intro to our guest, Darryl Jacobs! 13:26 Understanding Opportunity Zones. 25:04 Opportunity Zones 1.0 vs 2.0! 32:14 New Markets Tax Credits. 54:48 Other tax credit resources for investors. 59:55 What is your competitive advantage? 62:48 One piece of advice for new investors. 64:11 What do you do for fun? 64:37 Good book, podcast, or self development activity that you would recommend? 65:33 Local Network Recommendation? 66:02 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2026.
For many professionals, the traditional path of investing in 401(k)s and IRAs and waiting until their retirement date, while trading time for money, eventually raises a difficult question: Is there a better way?Today's guests discovered that by leveraging real estate and strategic relationships, they could build passive income while enjoying the perks of their 9-5 jobs and now teach others to do the same. Rather than chasing shortcuts, they focused on building a foundation that created options using hidden wealth hacks and money habits self-made millionaires use.Cory Jacobson and Ryan Bevilacqua are real estate investors, entrepreneurs, and hosts of the Wealth Juice Podcast. Through strategic partnerships and documenting their journey publicly, they've built a growing real estate portfolio while helping others take their first steps toward passive income and financial independence.Cory and Ryan unpacked the mindset shifts, relationship strategies, and long-term thinking that helped them move from early investments to scalable opportunities—while staying aligned with their purpose, lifestyle, and financial freedom goals.In this episode, you'll learn: ✅ Why financial freedom is less about early retirement and more about creating optionality.✅ How strategic partnerships, masterminds, and relationships accelerate growth faster than trying to do it on your own.✅ Why building in public creates leverage, credibility, and unexpected opportunities.Show Notes: LifestyleInvestor.com/275Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this special segment of The Full Ratchet, the following Investors are featured: Chris Rizik of Renaissance Venture Capital Casber Wang of Sapphire Ventures D.A. Wallach of Time BioVentures We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Tesla on Wednesday reported its first-ever fall in annual revenue, Donald Trump has warned Iran that “time is running out” to reach a deal to avert US military action, and the Federal Reserve kept interest rates on hold. Plus, the world's biggest mining companies have added close to half a trillion dollars to their valuations this year, triggered by heightened geopolitical tensions.Mentioned in this podcast:Tesla trims car line up in pivot to AI as annual revenue falls for first timeFederal Reserve signals no rush to cut interest rates as US economy powers aheadTrump warns Iran ‘time is running out' for deal to avert US military actionMetals surge boosts value of mining groups by almost $500bnNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
All links and images can be found on CISO Series. Check out this post by Patrick Garrity of VulnCheck for the discussion that is the basis of our conversation on this week's episode, co-hosted by David Spark, the producer of CISO Series, and Steve Zalewski. Joining them is Tom Doughty, CISO, Generate:Biomedicines. In this episode: The 3Ms of product clarity Buzzwords work because buyers aren't experts Investor pressures distort messaging Threading the needle Huge thanks to our sponsor, Alteryx Alteryx is a leading AI and data analytics company that powers actionable insights that help organizations drive smarter, faster decisions. Alteryx One helps security, risk, and operations leaders cut hours of manual work to minutes, generate trusted insights at scale, and turn raw data into action faster than ever. Learn more at www.alteryx.com.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Micah Johnson welcomes Rolando Nandin, a seasoned mortgage professional with over 15 years of experience in the industry. Rolando shares his journey from software sales to mortgage underwriting, highlighting the importance of understanding the intricacies of lending and how it shapes his approach to customer service. He emphasizes the need for clear communication with clients, breaking down complex legal jargon into understandable terms, which is crucial for building trust and ensuring a smooth lending process. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Bill Faeth shares his extensive experience in real estate and entrepreneurship, discussing his journey from high school basketball to building a $26 million real estate portfolio. He emphasizes the importance of leveraging AI in business, the thriving opportunities in short-term rentals, and the critical role of building relationships. Bill also discusses his unique approach to retirement and life optimization, focusing on defining personal goals and leading with value in relationships. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode, I'm joined by Jon Callaghan, co-founder and managing partner at True Ventures, and Julie Bornstein — CEO and co-founder of Daydream, founder of The Yes, and former COO of Stitch Fix — to break down what investors really evaluate in the first 18 months of a company's life. Drawing from their shared history as investor and founder, we talk candidly about runway, hiring before certainty exists, conviction versus ego, and how trust between founders and investors gets tested when plans change. Julie explains how she approached budgeting and milestones for The Yes as a non-technical founder, while Jon shares how early-stage investors assess learning, decision-making, and leadership long after the pitch meeting ends. RUNTIME 50:28 EPISODE BREAKDOWN (2:43) Jon: “Julie and I met in graduate school.” (4:24) Julie chose a different VC firm for her first seed round at The Yes (10:33) How would Jon have assessed The Yes if he didn't know Julie? (13:14) Julie: “Runway is your best friend and your biggest gift.” (14:59) How non-technical founders can sketch out a financial model (22:37) Jon: “There's an immense river of goodness that flows underneath Silicon Valley.” (25:30) How did True Ventures size up SAM for The Yes? (29:00) Only work with engineers who understand your problem (31:25) Some of Jon's post-check expectations for founders (41:44) What are some questions founders should ask VCs in their first meeting? (45:42) One experiment a pre-seed/seed-stage founder can try next week (48:14) The final question LINKS Julie Bornstein Jon Callaghan True Ventures Daydream Top e-commerce veteran Julie Bornstein unveils Daydream—an AI-powered shopping agent that's 25 years in the making, Forbes, 6/25/2025 Pinterest to Acquire THE YES, an AI Powered Shopping Platform for Fashion, press release, 6/2/2022 StitchFix SUBSCRIBE
Gary Mah went from being a structural engineer to building a portfolio of 175+ rental units. In this episode, he shares how apartment investing gave him financial and time freedom—and how you can do it too. Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/ #realestatepodcast #propertyprofits #garymah
This is only part 1 of our interview that you don't want to miss if you want to find the next "Tesla"Hans Nelson went from being a traditional, "Dave Ramsey-style" diversified investor to a high-conviction stock picker who spots growth before the rest of the market even wakes up - and he reveals his strategy on the show.Part 1 - https://youtu.be/6ByLmyX1yL0Part 2 - https://youtu.be/bXeM6-VrlK8FREE 90 Day Guide - https://cutt.ly/ptcQd1y2Get ahead of the 97% and read this episode's takeaway - https://idealwealthgrower.substack.com/p/double-your-investment-iwg-episode***WHO IS AXEL? A business consultant. A real estate investor. A mentor. Avid Tesla fan & investor. AI in the Age of Abundance thought leader. His wife's gardener.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Silver is absolutely ripping right now. New all time highs, massive gap moves, wild intraday swings, and a whole lot of people getting emotional at exactly the wrong time. This video breaks down what is really happening in silver, why these kinds of parabolic moves are both an opportunity and a trap, and how to think about trading something this volatile without blowing up your account.If you have been watching silver surge and thinking, “Should I chase this?” or “Is it about to crash?”, you are not alone. This conversation walks through the psychology behind these moves, why trend-following matters more than predictions, and why having a clear exit plan before you ever enter a trade is non-negotiable. When markets hand out fast money, they also punish impatience and ego just as quickly.You will hear why counter-trend trading during a runaway move is one of the fastest ways to lose capital, how historic silver cycles played out in the past, and why volatility itself is not the enemy if you actually know what you are doing. This is not about calling tops or throwing out price targets. It is about aligning with the trend, respecting market psychology, and letting price tell the story.Halfway through, the focus shifts to how real market cycles unfold. From blow off tops to brutal pullbacks, silver has done this before. The charts show why gap-ups and extreme candles demand attention, and why emotion driven buying late in a move often ends badly. You will also hear why predictions and fixed profit targets can quietly sabotage decision-making when price starts moving fast.Here are some of the core ideas covered in this video:✅ Why silver's historic run is exciting but dangerous without a plan✅ How trend-following beats trying to outsmart the market✅ What past silver cycles reveal about volatility and reversals✅ Why psychology matters more than news headlines✅ How to think about exits before you ever enter a tradeThere is also a clear discussion around sentiment. When regular people who never talk about markets suddenly start buying silver, that is not bullish. That is a warning. Markets move on human behavior, not intelligence, and price itself drives greed and fear. Understanding that dynamic is the difference between riding a trend and becoming exit liquidity.Throughout the video, the importance of having a rules-based approach is reinforced. Using OVTLYR tools, fear and greed signals, and predefined exit criteria removes stress from the decision-making process. You are no longer guessing. You are reacting to what the market is actually doing, not what you hope it will do.If you care about trading precious metals intelligently, avoiding emotional mistakes, and understanding why markets behave the way they do during extreme moves, this video will give you a much clearer framework. Stick around to the end for a full recap and a reminder of what actually matters when trends eventually reverse.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
Send us a textIn this closing session of Day 1 of the 12th Annual Family Office Super Summit, Richard C. Wilson shares key takeaways from a packed day of investor panels, founder insights, and AI strategy tools that are changing the game for capital raisers and allocators.Richard covers:40+ Ready-to-Use AI Tools for Investors & FoundersWhy timing technology trends like AI, quantum, and robotics mattersReal-world use cases of how family offices are leveraging these toolsHow tools like Clara, Dewey, VETI, and Hyperintelligent save time, reduce risk, and help close more dealsBuilding investor trust through pitch architecture, deep due diligence, and verified dataHow to get the most ROI from live events and the Family Office Club communityWhat's coming on Day 2: More investor panels, founder firechats, and advanced strategiesThis is built on 1,500+ investor presentations, decades of data, and $1B+ in real transactions.If you're a founder, fund manager, or private investor, this session will give you the clarity, tools, and frameworks to level up immediately.
In this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Fann, VSS Capital Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence
In this episode, we discuss gold’s surge as a potential signal of fiscal trajectory and sovereign-risk concerns, the roles of USD weakness, central bank buying, and ETF inflows.#Gold #FiscalTrajectory #USDollar #CentralBanks #ETFs #SovereignRisk #Markets #SightLines To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
Investors underestimate the hazards in private debt, according to Pacific Investment Management Co. “There’s a lot of additional credit risk that people are often taking in some of these private situations that you kind of turn a blind eye to,” Christian Stracke, the $2.3 trillion asset manager’s president, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Noel Hebert in this episode of the Credit Edge podcast. “There is a fairly large overhang of problem loans that were made in years earlier this decade that will take years to burn through,” he adds. They also discuss deteriorating debt underwriting standards in the technology sector, Europe’s big defense investment opportunity and the “sell America” trade.See omnystudio.com/listener for privacy information.
In this episode, we discuss how the Fed kept interest rates steady in January while hinting that easing may happen at some point when supported by the economic data. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Europe talks about space sovereignty.Sovereignty is built with capital.On the latest episode of the podcast, investor Filip Kocian joins us to unpack the financial infrastructure behind Europe's space ambitions - and why funding decisions today will define the industry's future.Space is no longer niche. It's industrial strategy, defense, and economic resilience rolled into one... yet capital markets still struggle to match the scale of those goals.In our conversation, Filip explains:
Most DIY investors don't have an investing problem—they have a behavior problem, and this episode proves it with hard numbers: over the last 10 years, the average investor trailed the S&P 500 by about 3.3% per year, and even over 20 years they lagged by roughly 1.1% per year. We break down the 10 most common mistakes—from panic-selling and market timing to performance chasing, poor diversification, and treating investing like entertainment. Then we lay out an “advisor-like” improvement plan you can implement immediately: a one-page investing rulebook, automation, and a simple rebalancing system designed to keep emotions from hijacking results. We wrap with practical guidance for listeners who decide they want professional help, including what to look for in a fiduciary CFP® at a Registered Investment Advisor.
Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, blockchain integration, and breakthroughs in longevity science. With insights from personal experiments and global trends, they paint a vivid picture of the AI-powered future. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:58 - What Elon Musk and tech leaders are saying about AI and the future 00:04:33 - Why time feels like it's accelerating in today's tech-driven society 00:05:09 - How AI tools like CoWork outperform others in coding and organization tasks 00:16:15 - How note-taking AI is transforming productivity and book writing 00:17:36 - How AI could power one-person billion-dollar startups 00:18:19 - The significance of Claude's ethical framework in guiding AI decisions 00:19:27 - The ethical concerns of forming relationships with AI 00:37:03 - How energy-efficient communication protocols can reshape AI infrastructure 00:45:26 - Why legal recognition is essential for real blockchain-based equities 00:54:36 - How stem cell therapies may move medicine toward curing rather than managing disease Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Official Website: Seb Bunney. Seb's book: The Hidden Cost of Money. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Earnings season is in full swing and we're here to break down Starbucks and GM, who reported earlier this week. After that, we'll talk about why silver has skyrocketed in 2026 and what to expect from precious metals in the future. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Starbucks earnings - GM Earnings - GM's autonomy plans - Will silver's run continue? Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
A new ETF allows individuals to earn income by insuring against natural disasters through investing in catastrophe bonds. We break down the historical returns, risk, fees, and structure of this intriguing investment opportunity.Topics covered include:What types of natural disasters are increasingHow insurance companies use reinsurance and cat bonds to protect against extreme lossesWhy home insurance premium increases should be lower in 2026How cat bonds are structured and what makes them a unique fixed income securityWhat to consider in deciding to invest in cat bonds.SponsorsGelt - Taxes Done RightDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusInvestments MentionedBrookmont Catastrophic Bond ETF (ILS)Stone Ridge High Yield Reinsurance Risk Premium Fund (SHRIX and SHRMX)Show NotesMiami Is Entering a State of Unreality by Mario Alejandro Ariza—The AtlanticHistorical Hurricane Tracks—NOAALA fires dominated insured losses of $127bn in 2025, says Aon by Eva Xiao and Lee Harris—The Financial Times2026 Climate and Catastrophe Insight—AONBERKSHIRE HATHAWAY INC. 2002 ANNUAL REPORT—Berkshire HathawayWhen, Where and How Often Insurers Fail—PACICCClimate change presses on: Devastating wildfires and intense thunderstorms exacerbate losses for insurers—Munich REReinsurance buyers experience market softening as reinsurers grow capital following strong returns—Guy CarpenterCatastrophe bond sales hit record as insurers offload climate risks by Lee Harris and Ian Smith—The Financial TimesSwiss Re Global Cat Bond Performance Index returns 11.40% for 2025—ArtemisCatastrophe Bonds by Alexander Braun and Carolyn Kousky—WhartonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
New population estimates from the U.S. Census Bureau show that U.S. population growth slowed sharply in 2025, largely due to a steep drop in immigration. After one of the fastest growth years in decades in 2024, the nation's growth rate fell to about 0.5%, raising important questions about future housing demand. In this episode of Real Estate News for Investors, Kathy Fettke breaks down the latest Census data, including where population growth is slowing, which states are still gaining residents, and why even the fast-growing South is beginning to cool. We also look at how lower migration, an aging population, and affordability pressures could reshape housing markets in the years ahead. If population growth has been a key driver of your investment strategy, this is data you'll want to understand.
In this family cast episode of the Smart Real Estate Coach Podcast, I sit down again with Jessica Johnson, one of our Wicked Smart® Associates who's quietly stacking 3 Paydays® while juggling a full-time job, two young kids, and all of life's curveballs. Since her first appearance back in October 2024, Jessica's added multiple terms deals, navigated a unique mixed-use property, and even had her second baby, all while leaning heavily on our coaches and community to keep moving forward.  We talk about how she went from her first taken to stacking several more, the emotional reality of dealing with a challenging buyer who moved out, and why she now believes the only real failure is not trying. Jessica shares practical advice for moms in real estate, how she builds a schedule around naps and newborn chaos, what she took away from In The Trenches Bootcamp, and how she's using books, audiobooks, and our "26 in 26" challenge to rebuild her mindset. If you're a working parent, a newer creative real estate investor, or someone who's tempted to quit when deals get messy, this conversation will show you what's possible when you stay in the game, rely on your coaches, and let the 3 Paydays® system work for you. Key Talking Points of the Episode 00:00 Introduction 01:14 18-month journey: from first taken to multiple 3 Paydays 02:52 New baby, no "pause" on deals 03:42 Real talk for moms in real estate 04:45 Navigating Mom brain vs. Builder brain 06:18 Leaning hard on coaches (and why that matters) 09:13 Book a discovery call with Smart Real Estate Coach team 11:20 Takeaways from joining the In the Trenches Bootcamp in 2023 12:26 Unique deal update & two properties on the market 14:05 Next 18–24 months: quit the job, grow a team, be home with the kids 15:02 Turning struggles into future mentorship 16:10 Advice to new investors: the only way to fail is not to start 19:01 Perspective & peace in the middle of the mess 20:06 Audiobooks, commute time & the "26 in 26" challenge Quotables "If I'm not making deals, I'm not going to be able to be where I want to be with you in the future." "The only way I can be a failure is if I don't try." "If you don't go through struggles, you're not going to get real-life experience. And if you don't get the real-life experience, you're not going to be able to help others in the future." Links FREE Discovery Session https://smartrealestatecoachpodcast.com/discovery Register for the 3 Paydays Live Event https://3paydayslive.com QLS 4.0 - Use coupon code for 50% off https://smartrealestatecoach.com/qls Coupon code: pod Apprentice Program https://3paydaysapprentice.com Coupon code: Podcast Masterclass https://smartrealestatecoach.com/masterspodcast 3 Paydays Books https://3paydaysbooks.com/podcast Strategy Session https://smartrealestatecoach.com/actionpodcast Partners https://smartrealestatecoach.com/podcastresources
The global economy is shifting into a "run-it-hot" inflationary growth phase driven by political incentives, energy demand, and the need to manage unsustainable debt and here is how to profit on it. The U.S. is deliberately favoring high growth and persistent inflation to inflate away debt and support asset prices ahead of midterms, even as official data and climate narratives are treated with skepticism. Today we talk about how governments historically deal with excess debt, why inflation plus growth is the most politically viable path, and how this environment favors commodities, real assets, and cyclicals over overvalued big tech. Markets are rotating, not simply "risk-on/risk-off," so you should be wary against blindly sticking with what worked in the past. Stay flexible as policy volatility, geopolitical shifts, and changing economic forces reshape the investment landscape. We discuss... Energy policy is rapidly shifting in favor of expansion as tech-driven demand makes energy security a political priority, sidelining prior climate and regulatory concerns. The "run-it-hot economy" framework argues the U.S. is intentionally pursuing high growth alongside persistent inflation to manage excessive sovereign debt and support asset prices. With midterms approaching, political incentives favor policies that keep markets strong, reduce visible costs like energy and housing, and maintain public confidence rather than fiscal austerity. Inflation and growth together are framed as the most realistic way for governments to inflate away debt without triggering default or severe political backlash. Historical economic regimes are outlined to show how different inflation and growth combinations favor different asset classes. The current environment resembles an inflationary boom, which historically benefits commodities, real assets, and stores of value. Big tech and innovation-led assets are seen as potential underperformers in an inflationary, rotational market after years of dominance. Market leadership is narrowing and rotating, with small caps, mid caps, and non-U.S. markets showing stronger early-year performance. The S&P 500's heavy concentration in a small number of tech stocks increases risk as leadership weakens. Investors are cautioned against blindly rebalancing or clinging to past winners without reassessing changing tailwinds and headwinds. Fraud reduction and spending audits may improve trust and optics but are unlikely to materially fix long-term debt problems. Energy's small weight in major indexes is highlighted as a potential mispricing given its economic importance. Seasonal market patterns suggest near-term volatility is likely even within a broader bullish rotation. Investors must adapt portfolios to evolving macro regimes rather than assume past strategies will continue to work. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/how-to-profit-785
Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P 500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations - EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Is a Silver CRASH imminent after its massive 2026 rally?
In today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidia's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices