Capitalist Investor

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Apps like Robinhood, Acorns, and Stash have disrupted the investment industry. When Robinhood launched a zero cost-per-trade platform, it forced the big three (TD Ameritrade, Schwab, and Fidelity) to follow suit. But these trading apps are doing more than just impacting trade costs. How are the trading apps impacting and changing the game of investing? Is it for better—or worse? Listen to this episode of The Capitalist Investor to hear our take.

Outline of This Episode

• [0:46] Keeping the app theme going: investments apps
• [4:16] Robinhood has been all the rage
• [17:08] Where Acorns fits into the game
• [20:52] Think or Swim, TD Ameritrade, E-Trade, & Fidelity
• [23:23] Key takeaway: investing is NOT a game

Resources & People Mentioned

• Robinhood
• Acorns
• thinkorswim
• E*TRADE
• Fidelity
• STASH

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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Dave Portnoy has taken the internet by storm. He is the founder of Barstool Sports, which he sold, and now he’s worth well over $100 million. He loves gambling on sports, so of course, the natural segue was for him to create a day-trading firm. He posts videos that are absolutely hilarious and coined the phrase “Stocks only go up.” 

During the Coronavirus Crisis, Dave started to take some shots at Warren Buffett—specifically when Warren sold ALL of his airline positions. Dave Portnoy is a marketing genius. A lot of these comments are designed to ruffle some feathers and stir up controversy. Why? When you do that, things go viral. Everyone is going to talk about it like we are now.

In this episode of The Capitalist Investor, we talk about the difference between investing and trading, growth versus value stock—and answer the questions: Is Warren Buffett Washed Up? And is Dave Portnoy the New Captain? This is a fun one—don’t miss it!

Outline of This Episode

• [1:13] Is Warren Buffet washed up?
• [4:46] Dave Portnoy’s marketing genius
• [7:31] The differences between investing and trading
• [16:10] Warren Buffett is a value investor
• [19:48] Value investing vs. growth investing
• [26:29] Warren Buffett and Dave Portnoy are just different

Resources & People Mentioned

• iShares Russell 1000 Growth ETF
• iShares Russell 1000 Value ETF
• Dave Portnoy
• Warren Buffett

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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There are a lot of incorrect financial plans out there. The last thing you want is to think you have the perfect retirement planned—only to find out you’ll come up short. Many companies or financial advisory firms advertise “free” or “cheap” goal-based retirement plans. The truth is, anyone can generate a goal-based plan—but why do we think that’s not good enough? How should you build an accurate financial plan? Listen to this episode of The Capitalist Investor to find out! 

Outline of This Episode

• [0:20] How to build an accurate financial plan
• [2:57] Capital market return expectations
• [9:05] Why a goal-based financial plan will fall short
• [15:12] Calculating on straight-line returns
• [20:35] How tax is calculated in planning software
• [23:38] Why you should update your financial plan often

Resources & People Mentioned

• Monte Carlo Simulation

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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What are the 5 things you can do NOW to retire early? Is it even feasible? What would your life have to look like to retire by 30? What about by age 40? In this episode of The Capitalist Investor, we share 5 things that we think are key to building a retirement income—and if we think it’s possible. We also share what you can do to get ahead as quickly as possible. Don’t miss this one! 

Outline of This Episode

• [0:24] The 5 keys to retiring early
• [3:00] Key #1: Live within your means
• [5:01] Key #2: Pay yourself first (save)
• [12:44] Key #3: Don’t misbehave
• [14:25] Key #4: Have multiple streams of income
• [19:01] Key #5: Build a financial plan—and follow it
• [22:29] Why you should rollover your 401k plan 
• [24:43] Why an optimal distribution strategy matters 

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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The question in everyone’s mind as they await the approaching election is: “What’s next for my investments? Where does the market go from here?” The stock market is seeing gains that won’t be reflected in the economy for a while. In this episode of the Capitalist Investor, we talk about where the market was during the Obama administration, where it is now, and future realistic projections. Don’t miss it!

Outline of This Episode

• [0:41] Where does the market go from here?
• [6:10] Why you should trim your positions
• [7:12] The Obama and Trump administration returns tell us…
• [16:23] What Wall Street is projecting for 2021
• [20:12] What catalysts could take the market higher?

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

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The staycation trend is here to stay. Everyone has been forced to live in their homes 24/7 for months on end. Thousands of vacations have been canceled. And people are realizing that they can invest money into their homes to make them a place they actually want to be. People are investing in remodels, building patios, installing pools, and even putting in home gyms. How do you take advantage of these trends in the market? Listen to this episode of The Capitalist Investor to hear our discussion around the staycation trend—and how to trade it. 

Outline of This Episode

• [0:25] The staycation trend—and how to trade it
• [6:13] No need for season tickets for the Cavaliers
• [7:34] Recognizing the value of the outdoors
• [9:35] Are staycations here to stay?
• [13:48] Play this trade through the homebuilders
• [16:33] DIY on the rise: Home Depot and Lowes
• [18:40] Cornering the home gym market
• [22:18] One store is making a comeback

Resources & People Mentioned

• D.R. Horton
• Pulte
• Ryan
• Houzz
• Peloton

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

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Some people think we should convert all of our cash to gold and hide in a bunker for the rest of our lives. Others think we should invest all of our money into Bitcoin because they believe it will grow from $9,000 to $1 million. While both of these scenarios seem ridiculous, it’s important to talk about how they both fit into your investment strategy. In this episode of The Capitalist Investor, Derek and I explain WHY we think you should own them as part of your overall investment portfolio and what percentages it might make sense to own.

Outline of This Episode

• [0:35] Gold, Bitcoin, and Crypto: good investments? 
• [5:23] Gold is effective as a deflation hedge
• [7:42] The different ways you can purchase gold
• [11:25] Why you need to offload your losers
• [13:28] The proper allocation of gold in your portfolio
• [17:53] Should you add Bitcoin to your investment mix?

Resources & People Mentioned

• Blinkist

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

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The Paycheck Protection Program (PPP) loan recipients are being targeted and shamed by the mass media and social media. Why is this happening? Why is a smear campaign of businesses running rampant right now? In this episode of The Capitalist Investor, we talk about the misconceptions being perpetuated about the PPP loan, why they’re unfair, and what we should be doing instead. 

Outline of This Episode

• [0:16] The Paycheck Protection Program
• [3:50] Why are businesses being demonized?!
• [6:53] The PPP Loan isn’t a bailout
• [8:29] The $1,200 stimulus check
• [11:39] Capitalism is NOT dead
• [13:10] The NEXT stimulus package?
• [16:33] America needs to come together 

Resources & People Mentioned

• The Paycheck Protection Program

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

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In this episode of The Capitalist Investor, we have the honor and privilege of speaking with Rob O’Neill. Rob is a former Navy SEAL and special operator and he's one of the most highly decorated combat veterans of our time. He was a team leader with a Naval special warfare development group—otherwise known as SEAL Team Six. 

He's been deployed more than a dozen times and has held combat leadership roles in more than 400 combat missions. He has 52 decorations, two Silver Stars, and four Bronze Stars with Valor. He’s been involved in many of our nation's most important campaigns—and was the man who shot and killed the terrorist Osama Bin Laden. Listen to this episode as he recounts that monumental night and I pick his brain on the current state of affairs.

Outline of This Episode

• [0:16] Rob O’Neill—a TRUE American Hero
• [4:55] The Bin Laden mission
• [9:08] What was the mindset heading into the mission? 
• [19:24] WHat was the mindset once they reached safety?
• [21:47] Rob’s take on “That’s not my President” 
• [28:35] Has America truly become a selfish nation
• [33:18] The Washington Redskins
• [37:33] Defunding the police
• [41:30] What is Rob doing now? 
• [43:56] How to connect with Rob

Resources & People Mentioned

• Rob’s Book: The Operator
• Rob’s Official Website
• Rob on Twitter
• Special Operators Transition Foundation
• Trump Prioritizes Job Skill over College Degree
• Seawolf Brewery

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
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