The Capitalist Investor

In this enlightening episode, Tony and Luke reflect on a CNBC article, they explore the inflation-adjusted trajectory from $1 million in 2020 to $1.5 million in recent times, analyzing what this means for different age groups and acknowledging the rising costs due to inflation. They also discuss the traditional rule of thumb for retirement withdrawals and the impact of lifestyle choices on retirement savings, emphasizing the crucia...

In this riveting episode of Capitalist Investor, "Bank-a-Balooza: Earning Season Starts," hosts Tony and Luke delve deep into the financial sector's kickoff to earnings season. They discuss the mixed reviews and performance outcomes from major players like JP Morgan and Bank of America, and Luke shares insights on the effects of acquisitions on bank earnings. Tony brings attention to the condition of credit quality a...

The latest episode of "The Capitalist Investor” podcast with hosts Luke and Tony dove into some critical financial topics, focusing mainly on common 401(k) mistakes that investors make. Here are the five hot topics they discussed that are poised to help listeners navigate their retirement planning:

1.New Show Structure for Concise Financial Tips:
Tony introduced a new format for the podcast, aiming for shorter, mo...

🏌️‍♂️ The latest Capitalist Investor episode where we tackle a blend of economic insights and golf swings! In episode 224, "National Debt, Hot Inflation, and Gold Masters Picks," our hosts Luke, Tony, and Derek delve into the murky waters of the national debt's spike to $34 trillion and unravel the intricacies of hot inflation. We dissect the consequences of the Federal Reserve's monetary policies, opine on pot...

The latest episode of the Capitalist Investor podcast delves into crucial financial topics that are currently making waves in the market. Hosted by Derek, Tony, and Luke, the episode covers thought-provoking discussions on Roth IRAs, the future of Social Security, and the unexpected surge in cocoa prices. Here's a breakdown of the five hot topics discussed in the engaging and insightful episode.

1. Roth IRA and Roth C...

The latest episode of "The Capitalist Investor" had Derek and Tony covering a wide range of topics, from current and future tax concerns to March Madness and the launch of the Trump social media stock, $DJT. Here are the top 5 hot topics discussed in the episode:

1. Tax Planning and Concerns: The hosts delved into the importance of tax planning, emphasizing the difference between tax preparation and tax planning....

In this episode of The Capitalist Investor podcast, Derek and Tony discuss a variety of intriguing and timely financial topics. From annuity considerations to market insights and even a glimpse at the future of artificial intelligence, the conversation offered listeners a comprehensive look at the current financial landscape. Here are the top five hot topics discussed in the episode.

1. Annuities: The Good, the Bad, and th...

In this episode of the Capitalist Investor podcast, Derek, Tony, and Luke discuss the importance of financial planning and its key elements. They delve into the nuances of creating comprehensive financial plans and how they can provide a crystal ball insight into the future for clients and serve as a blueprint for advisors. The hosts also tackle the topic of inflation and its impact on financial planning, sharing insights into the ...

Welcome to another insightful episode of the Capitalist Investor, where your favorite financial trio, Derek, Tony, and Luke, break down today's hottest economic trends and investment insights. In this episode, we navigate the world of digital assets and touch upon key issues from NFT frenzy to the contentious gold versus Bitcoin debate. Our hosts don't shy away from tackling the big subjects – from global economic current...

In this week's episode of The Capitalist Investor, Derek, Tony, and Luke are back with lively discussions about the ever-changing landscape of investment and the world of business. The trio jumps into topics ranging from the latest news on Nancy Pelosi's stock moves, Apple's decision to shift away from their electric car project, to reflections on the future of car technology and personal preferences for vehicle type...

In this week's episode of The Capitalist Investor, Derek and Tony discuss the trend of retirees returning to work, the upcoming earnings call, and the impact of state regulations on business. They delve into the reasons behind retirees returning to work, the impact of rising costs, and the importance of having a solid financial plan. The conversation takes an unexpected turn as they analyze Nvidia's impressive revenue num...

Welcome to another episode of The Capitalist Investor, where your hosts Derek, Tony, and Luke dissect this week's financial happenings with a keen investor's eye. Today's episode is jam-packed with insights and discussions that tackle everything from shrinkflation and Super Bowl ad economics to the unexpected inflation rates shaking up the markets. We even dive into the unusual territory of dating apps and their fina...

In this gripping episode of Capitalist Investor, join Derek, Tony, and Luke as they delve into the complex world of electric vehicles (EVs), government intervention, and financial forecasts. Today's episode takes you on a thought-provoking journey analyzing the impact of government incentives on automotive giants like Ford and Toyota, discussing the potential hindrances to EV innovation, and debating the readiness of the marke...

In this week's episode of The Capitalist Investor, Diamond Hands D, Tony the Tiger, and Cool Hand Luke are back with some intriguing discussions. From tech giants reporting earnings to the impact of wage deals on companies like UPS and the uncertainty in the financial markets due to the Federal Reserve's recent announcements, the trio covers a wide range of topics. They also dive into the intriguing world of doomsday bunk...

Welcome to the Capitalist Investor podcast, where hot takes on markets meet the heat of hot sauce! In this episode, we are "Spicing Up Finances," your favorite financial aficionados Derek, Tony, and Luke dive into a fiery discussion that blends their love for hot sauce with the latest investment trends. They'll ignite your curiosity with the "Magnificent Seven" stocks driving the S&P’s gains, debate the...

Welcome to the Capitalist Investor podcast, where your hosts Derek, Tony, and Luke navigate the intriguing world of finance and investments through the lens of the everyday capitalist. Our trio starts off by touching upon the chilly Cleveland weather and travel disruptions, before quickly transitioning into a robust debate on the geopolitical chessboard with President Biden's stance on Taiwan and the recent elections there. Am...

In this week's episode of the Capitalist Investor Podcast, Derek and Luke discuss the latest events shaking up the world of finance and investing. They delve into the SEC's approval and subsequent investigation of a bitcoin ETF, the record number of CEOs leaving their positions in 2023, and the wild story of an Alaska Airlines flight experiencing a fuselage issue. The hosts also touch on the challenges and complexities of...

As investors settled into the new rhythms of 2024, the latest episode of  The Capitalist Investor saw co-hosts Tony and Luke (with Derek regrettably out sick) tackle topics that are top of mind for those looking to navigate the market's shifting tides.

1. Apple's Downgrade and Market Saturation
A significant talking point was the recent downgrade of Apple's stock by Barclays. Despite Apple's revenu...

In this episode, Luke revisits his predictions about weed legalization and cautions about sinking ships in the industry, while Tony shares his tactful investment approach for 2024, highlighting his penchant for value stocks and caution against pricy giants like Amazon. The conversation takes a festive turn as the hosts discuss their New Year's plans, culinary ventures including dino eggs, and personal resolutions to improve he...