Capitalist Investor

It’s hard to get away from politics; it’s within our music, media, sports, money –– politics drives everything. From Neil Young’s crusade against Spotify and Joe Rogan to Joe Biden’s pointless remarks on reporters, Derek and Luke reveal that there’s no shortage of political discourse that makes us reflect on the world we live in. And the world we live in is not the same anymore, politically or financially. Last week, we saw an unbelievable swing in the market. Right now, the market is just so volatile and we have to accept this new normal of volatility. Episode #112 of “The Capitalist Investor,” asks the question “what’s changed?” and Derek and Luke deliver to answer that. 

Outline of this Episode:

• [2:05] Neil Young’s attempt at cancel culture  
• [7:20] A short praise for John Madden and his impacts 
• [8:30] High Volatility is here to stay for a bit, be patient
• [16:15] Joe Biden’s testy remarks on a fair question 

Mark is joined in this week’s special episode by Daniel Turner, founder and director of Power the Future, a non-profit advocacy organization that delivers truth and research to the energy conversation. We like to call him “Dan the Energy Man,” because he sure does know how to spark a discussion and keep the momentum flowing. What do markets and the energy industry have in common? To the eye they look simple, but the deeper they go, the more complex they get. The issues we cover in every episode, one way or another, influence the market –– but they also have an effect on the energy industry that runs our world. In Episode #111 of “The Capitalist Investor,” Mark and Daniel explore the correlations between the economy and its markets, fossil fuel energy and politics to discuss what all our futures may have in store. 

Outline of this Episode:

• [1:00] Where energy and the markets overlap 
• [6:10] The issue with being fueled by politics 
• [14:00] Future conflicts will be driven by energy and the economics of it
• [26:10] What will power our future? 

Connect with Daniel Turner here

• Twitter: @DanielTurnerPTF

How can we sustain the right to a free market but also prevent politicians from cashing in on insider information? How many days should people with Covid-19 quarantine? Is it two weeks, ten days or five? This week’s episode is all about spice; primed with a heated debate on Congress members taking stake in stock and a segment on how the CDC’s messaging schemes are up in flames. In Episode #110 of “The Capitalist Investor,” Mark, Derek and Luke are all in the hot seats as they tackle contentious topics with a little kick at the end. 

Outline of this Episode: 

[2:20] What Democrats and Republicans both have in common

[16:25] The CDC’s messaging is only as good as its data 

[24:40] A ‘Red Hot’ topic we love 

Getting rich quickly is all about taking risks. But the key is to not take on too much risk; get rich  smart. Be strategic with the way you put your foot on the gas, place yourself in a position to hit the breaks. How risky are those NFTs? What exactly is the right amount to own in crypto, Bitcoin or even NFTs? Why is it cheaper in some places to buy a house than to get married? 2022 is the year for novice investors to do some homework because the story is changing and portfolios don’t look the same they did years before. In Episode #109 of “The Capitalist Investor,” Mark, Derek and Luke strategize different tools that everyone can utilize in the market, discuss common mistakes in the game and poke a bit of fun with certain politicians' diluted agendas. This week’s episode is brimming with useful advice and humble experiences for the everyday capitalist. 

Outline of this Episode: 

[3:15] Get rich quick or get rich smart? Hint: both 

[10:05] A new storyline brought to light in 2022 

[16:30] Weddings these days –– more expensive than houses 

[20:05] DeSantis'  ‘Escape to Florida’ humor 

New year, new… job? Well, not for everyone. Last November, 4.5 million people quit their jobs –– a record number of workers voluntarily left the workforce. Why did so many people quit? Is this good or bad; what about in the long-run? This week, Mark is back with Derek and Luke as the three examine "The Great Resignation” this past year and talk about opportunities. If you’re not one of the 4.5 million people who left their jobs, then getting a new one probably isn’t on your New Year’s resolution list. So what is on most people’s list? If you haven’t made a resolution yet, this week’s Episode #108 of “The Capitalist Investor,” will make sure you do.    

Outline of this Episode: 

• [1:30] A pivotal period of quitting 
• [10:40] Appreciating trades again 
• [17:55] We all need to resolve and make resolutions 

Goodbye 2021; this past year was a whirlwind of low expectations. The beginning wasn’t looking so hot and we predicted that the S&P 500 was going to close at a rough 9 percent return. But we got spoiled and saw it close at around 27 percent gains. Now that things are looking good, what’s to come in 2022? This week, Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd are joined by Tony “Tony the Tiger” Zabiegala to talk about being more realistic in 2022. This new year needs to be the one where fundamentals start to matter in the market again. We don’t have a crystal ball but we do have supporting trends, data and historical patterns that we can use to predict 2022’s outcome. In Episode #107 of “The Capitalist Investor,” Derek, Luke and Tony take a walk through 2021’s performance and rifle through different investing alternatives: real estate, crypto, NFTs and gold to predict how each area will perform in the year ahead of us. 

Outline of this Episode: 

• [2:15]  How will the S&P 500 perform in 2022?
• [11:30] Just real quick: bonds 
• [12:50] Real estate will cool off, but still be hot 
• [16:25] Crypto needs to be more user friendly to climb
• [29:55] Can 2022 be the golden year for gold again? 

The Omicron variant, supply chain issues, and inflation –– it seems like everybody is getting hurt. Mask mandates are once again being implemented in cities all over the U.S. regardless of vaccination status due to the rising fears of the new Covid-19 variant. What kind of economic turns come out of mask mandates? How can we learn to adapt with Covid without breaking down local economies, increasing inflation and deterring people from working again? We’re tired of seeing people get hurt. Mark “Johnny Lawrence –– Cobra Kai” Tepper is joined once again with Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd as the three tackle these hot topics and more on Episode #106 of  “The Capitalist Investor.”

Outline of this Episode 

• [2:10] The economic standpoint of mask mandates
• [12:55] Boosting the American economy.. What if? 
• [20:05] Everyone is still getting hurt by inflation 
• [21:40] Politics influences money 
• [30:00] Reactions to the PPI’s new high 

What’s a greater risk to the market? Is it the new Omicron variant or the Federal Reserve? When buying into the S&P 500, where exactly is your money going? Since last month, the S&P 500 had a maximum drawdown of roughly 4.1 percent –– there was panic but then it recently recovered. But while the S&P 500 was down 4 percent –– the overall market was down even more. This makes us think that the S&P 500 may not be the best index anymore to forecast how the overall market is performing. Is it time for a new index? 

In Episode #105 of "The Capitalist Investor," Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd reflect on the market’s history, debate overvalued stocks, and stroll through the evolution of indices just to answer all your questions and more. 

Time outline: 

• [6:30] The economy’s immunity to Omicron 
• [10:55] The Fed is a great risk 
• [14:00] S&P’s issue with reliability 
• [20:45] History of the Indices 

A lot has happened within the past week: a new Covid-19 variant was detected, chairman of the Federal Reserve, Jay Powell, finally retired the word “transitory,” and Black Friday sales may have had their last great chance. If you didn’t get the chance to listen to last week’s episode,  it has everything you need to pace along with all the topics in this one and understand why we’re talking about them now. In Episode #104 of the “Capitalist Investor” Mark “Johnny Lawrence -- Cobra Kai” Tepper, Derek “Diamond Hands D” Gabrielsen and “Cool Hand” Luke Lloyd take care of the hottest current events for you including the Omicron variant, Powell’s hawkish turn, and Black Friday trends. 

Outline of this Episode 

• [02:39] Omicron and impulsive reactions 
• [06:30] Variants aren't a threat to the market –– an economic shutdown is 
• [11:10] Jay Powell must have heard last week’s episode 
• [17:10] The inflation crisis is about long-term gain, not short-term pain 
• [19:45] People are still spending but Black Friday has changed 

This week, Mark is joined once again by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd as the three grapple with America’s ordaining inflation crisis. Join the guys and put a quarter in the swear jar for every time you use the word “transitory” when describing inflation. Here, we don’t like that t-word and we’re going to tell you why we’re throwing it away. This inflation crisis cannot be named, it cannot be ignored. It’s coming in hot and it’s burning a hole through American’s wallets. How can the country curb rising inflation rates? How long will it take to dig ourselves out of this hole? We tackle these questions and more on Episode #103 of "The Capitalist Investor."

Outline of this Episode 

• [2:58] Inflation at the front and center 
• [4:20] The average American gets hurt the hardest
• [5:40] Why saying “inflation is transitory” is a big lie
• [12:40] A supply chain crisis creates textbook inflation
• [14:50] The path we need to see inflation decrease again