Capitalist Investor

It’s more than touchdowns, football is a business just like everything else. In Episode #132 of “The Capitalist Investor,” Derek, Luke, and Tony discuss a local debate here in Cleveland –– the chances of a new billion-dollar Browns stadium.  Fan or not: this week’s episode focuses on the economics behind football stadiums, public tax funding, local infrastructure, and city revenue generation. It’s not just about Cleveland, it’s any city with a major team looking to generate more revenue and amplify infrastructure. But when it comes to billion-dollar stadium projects, who’s going to fund it? 

Outline of This Episode:

●  [2:05] Resurfacing the stadium debate  

●  [3:30] Economically… What will a dome bring? 

●  [12:50] It’s not just Cleveland… It’s every city  

●  [16:20] The business of NFL players today   

Right now it might seem impossible to free up your cash flow but it doesn’t have to be that difficult –– just follow a simple recipe. In Episode #131 of “The Capitalist Investor,” Derek and Luke are joined by Gordon Stein, the author of “Cashflow Cookbook” to discuss how defenseless consumers feel against today’s economy and what tools we can all use to build back our financial freedom. There’s no shortage of cooking puns in this week’s episode as Stein joins the guys to explain the way a bill gets broiled and how the average person can free up their money.

 Outline of This Episode:

 ●  [2:05] Gordon Stein and the “Cashflow Cookbook” 

●  [5:40] The tech industry: then and now 

●  [12:10] Cooking puns and personal finances  

●  [19:00] Acknowledging debt    

●  [22:50] Finding financial freedom again

Gordon Stein's Cashflow Cookbook 

Money talks and this week we’re talking golf. There’s been a lot of rumblings over the last couple years from PGA Tour players and how they make their money. When the opportunity to join a new league, make more capital, and earn a stable income appeared for many of these golfers, it’s not shocking that some of them took it, despite the consequences. In Episode #130 of “The Capitalist Investor,” Mark, Derek, and Luke go off script and break down the battle between LIV Golf Tour and the PGA Tour. 

 Outline of This Episode:

 ●  [1:00] Poaching players from the PGA 

●  [3:50] Prize cuts aren’t cutting it 

●  [7:45] Big dollars and capitalism at its finest

●  [13:40] Ego moves to money moves   

Where are you most productive –– at home or in the office? As the labor market tightens, businesses are scrambling to raise productivity rates; many of them are calling for employees to ditch their makeshift work from home setups and go back to the office. On this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony discuss Elon Musk’s latest remarks about employee productivity and working from home. The guys also review Salesforce’s latest earnings, how they reflect the labor environment, and the decisions businesses are making. Episode #129 is all about productivity –– it introduces the possibility that if you don’t do your job, someday a robot could be programmed to do it for you. 

Outline of This Episode:

●  [1:50] Elon Musk says 40 hours in the office, or else 

●  [7:35] Salesforce earnings reflect an efficiency demand

●  [14:15] Robot sales skyrocket as productivity tightens 

Before the age of social media and the internet, information about the economy flowed slower and people still had time to panic. Today, people still panic. But the panic sets in faster and they react quicker –– right at the snap of their finger as they scroll online. In this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony focus on Snap’s latest profit forecast and how the social media company’s report sent the market on a decline. Episode #128 is all about discussing the flow of information and what the market is really saying. To know the market means to act with due diligence and do what you will with the information you trust. 

Outline of This Episode:

●  [0:50] Brief praise for wedding season

●  [4:20] The market reacts to Snapchat 

●  [7:45] Today, the effects hit quick 

●  [13:40] Using due diligence to find main takeaways 

●  [19:00] Eating, fast food, and consumer behavior  

What’s going on in the economy right now can be deeply felt at a personal level. How much has your grocery bill increased in the past couple months? Where are you trying to spend less –– is it at the store, booking travel, or subscription services? In Episode #127 of “The Capitalist Investor,” Derek and Luke analyze several companies' earnings reports and different cost trends they see in their everyday lives. The guys touch on the green energy conversation and how certain ideas may seem attractive, but ultimately fall short economically. This week’s episode invites you to reflect and think about what’s happening largely in the economy and how that's playing out right in front of you.

Outline of This Episode:

 ●  [3:40] Earnings season tells a story 

●  [16:25] Greenflation… What is it? 

●  [23:00] Airbnb vs. Hotels  

●  [24:30] 2022 summer vacation trends

●  [25:50] Is it always worth it to sign up and subscribe? 

Wall Street believes there’s only a 50 percent chance of a recession. And if that recession takes place, it would be in 2023, a short and shallow one. We completely disagree. In Episode #126 of “The Capitalist Investor,” Mark, Derek, and Tony don’t question the odds of a recession but what the bubble will be that bursts and unwinds it. This week’s episode begs the question: what looks weird right now? In 2000 it was the tech stocks, in 2008 it was the housing market. What will it be this time around? The guys have ideas and want to hear yours.  

Outline of This Episode:

 ●  [2:00] The history of economic bubbles 

●  [4:50] Will the job market be the first to burst? 

●  [8:30] What do other people think looks 'weird?’  

●  [19:35] When will the bubble burst? 

Everyday there is something new we wake up to, but what’s always the same lately is the market’s pain. Sky high inflation, geopolitical risk, slowing economic growth, labor shortage –– the market is in a negative place right now. But is it at its bottom? On episode #125 of “The Capitalist Investor,” Mark is back with Luke and Derek to talk about the stock market’s chance to recover, and the decisions at play to see it happen. The guys know what the Fed should do but that’s not always what they will do. The disconnection can be frustrating, but this week’s episode is all about taking a breath, thinking and preparing for what’s expected.

Outline of This Episode:

●  [1:10] Where the market is at right now 

●  [6:10] This may not be the bottom quite yet 

●  [11:25] The Dems’ distractions and deflections

●  [14:25] Predictions and possible actions 

Elon Musk is everywhere: the news, the media, our Twitter feeds. People can’t get enough of him and his revolutionizing maneuvers. The world needs its town hall and we’re curious to see what Musk has in store for it and what he will unveil. In Episode #124 of “The Capitalist Investor,” Derek and Luke are joined by Tony to talk about the left-wing media’s portrayal of Musk’s Twitter venture, and Fidelity as they pioneer the 401(k) sphere and open it up to Bitcoin. With a soft spot for Cleveland sports, the guys chat about former Cavaliers player, J.R. Smith and his recent academic athlete award. This week asks all the big questions and explores the latest moves. 

Outline of This Episode:

●  [1:05] Everything Elon  

●  [11:30] 401(k)s, Bitcoin, and Fidelity’s offering 

●  [19:30] A soft spot for Cleveland sports 

Seeing the economy from a different perspective is essential. Investors need to be able to find a balance to what they know and what business owners see and experience out in the world. This week, Derek and Luke bring a new perspective to the table and speak with Matt Guse –– President and owner of MRS Machining, a small business machining company based in Wisconsin. The guys have discussed inflation, labor shortages, and supply chain crises as they take place, but what does that look like from a small business owner’s point of view? Episode #123 of “The Capitalist Investor,” delivers a new angle on real life ups and downs small business owners have experienced over the last two years and what they predict is in store. 

Outline of This Episode:

 ●  [3:40] Bringing new perspectives, meet Matt Guse

●  [5:45] Getting a small business off the ground 

●  [8:45] 35 years of owning a company and what comes with it  

●  [12:50] The warnings that Guse pays attention to 

●  [21:45] How does a small business owner feel about the future?