Capitalist Investor

A golfer’s most useful tool is course management –– it allows them to plan ahead, set their eyes on a specific score and work backwards to reach it. It’s not about getting birdies, but avoiding those double bogeys. Golf is about course management, the stock market is about risk management; right now it’s time to avoid mistakes and just keep the ball in the fairway. This week, Mark is joined by Luke and Tony as they discuss all the headwinds confronting today’s economy. Economic growth is slowing, inflation is still running hot, mortgage rates are skyrocketing, politicians keep lying, and Beyond Meat just continues to mislead the masses. Episode #122 of “The Capitalist Investor,” is all about confronting the issues the economy is facing today all while strategizing efficient plans. 

Outline of This Episode:

●  [4:45] Beyond Meat? Beyond natural 

●  [10:45] Politicians say, said, and lied 

●  [23:10] Mortgage rates up, buyers’ hopes down

●  [29:00] Dissecting the earnings season  

Elon Musk transfixed Twitter once again. But in a new type of way he’s ever done before. How will Elon change the scope of social media now that he’s taken a position and will serve as a board member for Twitter? He’s shown his power and what he’s capable of, hopefully he’s capable of finally bringing an edit button to the world. This week, Derek, Luke, and Tony cover the niche topics and events of the week and fill in on the news as it unfolds. Elon’s new stake in Twitter, the revival of cruises, and the excitement surrounding the Masters Tournament this weekend –– are a sample of topics that the guys go beneath the surface of. Episode #121 of “The Capitalist Investor,” tackles what everyone’s been talking about all while giving a glimpse on what they will be talking about. 

Outline of This Episode:

 ●  [2:45] Elon Musk moves in big ways 

●  [9:20] The summer of cruises

●  [15:50] The Masters will always be about Tiger Woods   

●  [21:45] Masters picks and odds 

Which scenario is real, which is false? A) Meme stocks like GameStop and AMC are currently outperforming the market substantially. B) A leading actor slapped a comedian on stage, on live TV, and won his first ever Oscar Award on that same stage not long afterwards. 

Trick question, both events are real. We may be living in a very unpredictable world, but we’re able to at least predict what the news you’re reading looks like.  If the headlines haven’t been completely overtaken by the entertainment industry’s latest moment, they probably  contain the word or at least imply recession. This week, Mark, Derek, and Luke come prepared with the latest, most gravitating topics that are hard to ignore by anyone who keeps up with the news or indulges in social media. But Episode #120 of “The Capitalist Investor” is more than just headlines. Fuel shortages, airport nightmares, golf scores, Hollywood drama, meme stock trends –– the guys set the scene up to bring diverse perspectives on the latest topics. And they don’t miss. 

Outline of This Episode:

 ●  [1:50] Teeing up: Trump’s latest statement 

●  [4:50] Months of recession warnings are catching up  

●  [14:40] Fuel shortages and flying nightmares 

●  [19:40] Watching, clapping, Will Smith smacking at the Oscars? 

●  [25:15] The meme dream and the return of growth stocks  

Recession, this. Recession, that. The word keeps popping up everywhere; in headlines, on the news, and on social media. When you hear the word “recession” does it send a shiver up your spine? People fear recessions. Or do they fear what they often allude to? Episode #119 of “The Capitalist Investor,” is all about the good, bad, and ugly that comes with recessions. The guys also touch on IRS tax refunds as well as what we’re currently witnessing with the car market –– or the lack of. If you’re looking for some reassurance about the impending recession, received an unexpectedly high tax refund, or if you are just losing your patience searching for a new car –– Derek, Luke, and Tony sort it all out. 

 Outline of This Episode:

●  [3:50] Let’s talk about…Recessions 

● [13:45] What’s going on with this year’s tax refunds? 

●  [21:10] The concern over used car prices 

Maybe Tom Brady tried to fill up his 2015 Rolls Royce Ghost last week and that’s why he came out of retirement. Joking. But it’s time to confront gas prices or the narrative around them for that matter. This week, Mark, Derek and Luke tackle a slew of topics that in one way or another, relate to public relations and marketing tactics. From the White House drafting TikTok stars to control political narratives, all the way to Tom Brady’s unretirement. Everything’s been attached to a narrative the last couple of years and this episode of “The Capitalist Investor” breaks down a few. 

Outline of This Episode:

 ●  [1:30] White House TikTokers 

●  [11:35] NATO defense requirements 

●  [16:30] Mike Tyson’s come back

●  [18:15] Tom Brady’s early UN-retirement  

What does fantasy football and stocks have in common? Constant managing, risk assessment and always scouting out other teams and players. This week, the guys are scouring the market for beaten down stocks that have a chance to be redeemed. Salvageable stocks won’t pop overnight though, and it takes a willing investor and someone who is patient enough to dive in and wait it through. In Episode #117 of “The Capitalist Investor,” Mark, Derek, and Luke consolidate a collection of beaten down stocks that could eventually turn around and recoup their performance. 

Outline of This Episode:

●  [1:20] Remember: risk management 

●  [3:35] Naming the stocks

●  [5:40] Invest in what you know: Roku  

●  [12:05] Paypal and fundamentals 

●  [15:55] Worthwhile Meta discount

●  [20:50] Penn National’s value from online customers

●  [23:55] Purely valuation: Vroom

●  [24:55 Commonalities: growth names

●  [27:35] Doctor visits have changed: Teladoc

●  [32:25] Signing off… on Docusign 

President Biden’s Tuesday night State of the Union Address was an hour-long event of “politics as usual.” He spoke roughly over 6,400 words –– but we want to pay attention to the words he didn’t say and the issues he didn’t address. Although at least 20 minutes of the speech were filled with applause lines, it didn’t distract the guys from what was missing: tangible solutions to inflation, plans on energy independency, and accountability. In this week’s episode of “The Capitalist Investor,” Mark, Derek, and Luke deconstruct Biden’s State of the Union to analyze the probability of issues actually being addressed and treated by this current administration. Episode #116 is not as long as Biden’s speech, but it calls upon the issues America will have to overcome going forward –– in half as much time. 

Outline of This Episode:

●  [2:00] A C-minus overall 

●  [7:15] Picking apart the pieces 

●  [17:50] Inflation concerns continue 

●  [27:20] Lacking energy about energy 

We’re here to take everything that is happening all around the world every day and discuss and analyze how it's affecting the economy, the market, different sectors, and your money. Is this not why you’re here?  Politics is all around us and it’s part of what we do everyday when we make financial decisions. This week, Mark, Derek, and Luke critically analyze and entertain as they sit down and talk about the evolution and effectiveness of Super Bowl commercials, the Heritage Foundation’s freedom index rating, and all the complexities that come with IRS refund checks. Episode 115 of “The Capitalist Investor” will leave you thinking about the last time you saw an effective Super Bowl commercial, why people are so attracted to anecdotal messages, and where the money in your IRS refund check really comes from.

Outline of This Episode: 

• [4:15] Super Bowl commercials over the years
• [13:05] The political rhetoric in the halftime show 
• [19:40] An index that measures how free we are 
• [26:30] What to do with an IRS refund check 

We're always thinking about where the market, its industries and the world are currently standing. But we can’t let that distract us from thinking of where it can stand one month, six months, or even a year from now. This week, Mark, Derek and Luke sit down and summarize where everything lies today and how it can change: tax rates, laws, mortgage rates, the housing market and just overall the social-political climate which we’re living in. Whether you are concerned about when it’s time to take a profit with your large gains, buying or selling a home now or in the future, or even just curious about what the world may look like in a couple months –– this episode covers all the questions that keep everyday investors up at night. In episode #114 of “The Capitalist Investor,” the guys convene and dissect every shift we’ve seen this year to ensure we’re all prepared for what’s to come in the future. 

Outline of this Episode: 

• [3:00] When to know it's time to turn your gains into profits
• [9:00] Behavioral Finance 101  
• [10:55] Who the housing market really hurts 
• [22:05] Mask mandates, living with Covid-19’s lasting impacts 

If the Rams win the Super Bowl this Sunday, will Odell Beckham Jr. convert his Super Bowl bonus into Bitcoin? What will Tom Brady do after retiring from 30 years of football? With average ticket prices around $10,000, Brady could buy over half of the Super Bowl seats with just a fraction of his total net worth –– of course if he misses it that much already. This week, Derek, Luke, and Tony talk plays and strategies: the risks that come along with Bitcoin, investing after retirement, the game plan before entering the market, and how every investor has to be prepared to cut their losses. Episode #113 of “The Capitalist Investor” gives the full rundown of all the X’s and O’s that every investor should keep in their back pocket. 

Outline of this Episode: 

• [5:15] OBJ’s run with Bitcoin 
• [11:00] Just accept what the market gives you 
• [20:10] What will Tom Brady do now? 
• [26:05] What do sports and stocks have in common? Competition