Capitalist Investor

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Why do you need a financial backup plan? Because we don’t know what the future holds. Some people set to retire in 2020 may have lost up to 20% of their portfolio with the recent crisis. Or you might have cold feet about retiring with how uncertain life is right now. Or you may be one of the thousands who was let go this year and are retired by default. If you don’t have a financial backup plan for your plan—where does that leave you? In this episode of the Capitalist Investor, we talk about the need for a backup plan and what the planning process looks like. 

Outline of This Episode

• [0:16] Why you NEED a Financial Backup Plan
• [4:13] What having kids teaches you about the economy
• [6:42] You need to prepare for the “what-ifs” in life
• [12:45] Why you need a robust financial plan
• [15:44] Have a deep understanding of your risk tolerance
• [17:22] The importance of properly allocating your assets
• [19:18] There is NO one-size-fits-all investment strategy 
• [20:17] Financial backup plans are a game changer

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Connect With Mark Tepper

• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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Who is going to win the 2020 election? Will Trump be reelected? Or will Biden knock out the incumbent president? In this episode of The Capitalist Investor, we handicap the 2020 election. There are a lot of things we can watch to determine who might win the election in November. We’ll talk about some statistics about the election, look at the accuracy of polls, and give you what we think will be the best indicator of who will win the election. And no—we don’t recommend trusting the polls. Don’t miss it!

Outline of This Episode

• [0:15] Betting on Madden simulations 
• [1:33] Handicapping the 2020 presidential election
• [2:43] Statistics on the results of elections
• [7:18] What is the motivation to get back to work?
• [8:35] Handicapping the 2020 election: what do the odds tell us?
• [9:33] Should we factor in the polls?
• [11:47] What to watch in the stock market
• [15:33] The potential impact on healthcare
• [16:07] The performance of companies generating revenue from china
• [17:54] The best indicator of who will win the election

Connect with Derek Gabrielsen

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

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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What should your post-crisis investment playbook look like? How should you adapt your portfolio to fit the “new normal” that we’re engrossed in? There will be clear winners and losers moving forward. Absent a cure or vaccine for COVID-19, you can’t expect stocks to get to levels they were before this. You’re going to need a different investment strategy. In this episode of The Capitalist Investor, we talk about the 5 things you need to do to adjust your portfolio to the new normal. 

Outline of This Episode

• [1:58] 5 Ways to transition into the new normal
• [3:45] #1: Reposition your holdings
• [10:57] #2: Cancel your autopilot
• [14:28] #3: Be tactical with your decisions
• [17:19] #4: stress-test your portfolio
• [20:27] #5: Make a financial plan

Resources & People Mentioned

• Check out our YouTube Channel!

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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“Is a vacation home an investment?”

This is one of our commonly asked questions. So in this episode of The Capitalist Investor, Derek and I dissect the pros and cons of purchasing a vacation home. We run the numbers and share the data. In the end, you’ll find out if a vacation home is an investment worth your time and money—or a second home purely for enjoyment. 

Outline of This Episode

• [1:10] Is a vacation home an investment or pure consumption?
• [3:01] Should you pay off your mortgage when you retire?
• [6:56] We break down the vacation home investment math
• [14:09] What if you plan on renting out your vacation home
• [17:03] Considering in the removed cost of vacations
• [18:31] Mortgage applications rebound 21%
• [21:47] Real estate is one of the most misconstrued investments out there

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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Do you remember your first investing experience? Do you remember the lessons you learned from that experience? In this episode of The Capitalist Investor, Derek and I talk about our investing experiences and how it shaped our worldview. We talk about baseball cards, Mr. Coffee, and how they each impacted our views on investing. Don’t miss this fun episode! 

Outline of This Episode

• [1:25] Derek’s 1st experience with investing
• [5:19] How collecting baseball cards shaped us
• [7:32] The lessons learned from Mr. Coffee 
• [11:34] Learning about stocks and mutual funds
• [13:18] Baseball cards and the stock market
• [20:13] The law of supply and demand
• [21:00] What trading cards with friends taught us
• [22:18] Too many baseball card brands on the market
• [23:47] The bottom line: baseball cards aren’t worth much

Resources & People Mentioned

• Honus Wagner
• Honus Wagner Baseball Card
• Beckett Magazine
• Home Run Derby
• The Plain Dealer
• Potato Perfect

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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Every recession has been preceded by some sort of ‘bubble’. The dot-com bubble was because internet-based companies were over-valued significantly—until their lack of revenue was brought to light and that bubble burst. The 2008 housing market crash was largely due to a real estate bubble and people receiving NINJA loans (No income, no jobs, no assets). 

In this episode of The Capitalist Investor, we talk about WHY we think this recession isn’t just due to COVID-19. We believe we were due for a recession due to two factors: commercial real estate and employee bubbles. Listen to this episode for our full explanation and what we think the future may look like.

Outline of This Episode

• [0:15] The permanent destruction to the economy 
• [3:50] What is the bubble this time?
• [5:35] Commercial real estate will never recover
• [7:56] Companies forced to embrace “work from home” 
• [10:20] The employee bubble IS bursting
• [13:10] The National Bureau of Economic Research
• [15:52] Transforming moments in the future
• [20:28] What will be different with commercial real estate?

Resources & People Mentioned

• Mohamed A. El-Erian
• National Bureau of Economic Research

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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Joe Rogan can be described as the podcast king and likely has THE #1 podcast in the US. In one month of 2019, he averaged 190 million downloads. He has 8.4 million subscribers to his YouTube channel. He's an inspiration for the little guys. Joe recently signed a deal to move his podcast from YouTube to Spotify—an agreement making him north of $100 million. 

Joe has also been an advocate for socialism and supported Bernie Sanders. With Sanders out of the race, Joe admits that he’ll vote for Trump over Biden. Why the sudden change in parties? And why is he making the switch from YouTube to Spotify? We discuss Joe’s podcast, why he’s found success, and why he’s making such drastic moves in this episode of The Capitalist Investor.

Outline of This Episode

• [0:15] Joe Rogan: inspiration for the little guys
• [1:32] Why Joe is dumping YouTube for Spotify
• [3:23] Joe Rogan doesn’t have to change for anyone
• [5:45] The straw that broke the camel's back
• [7:28] Joe Rogan’s shift towards capitalism
• [11:28] Hollywood is predominantly left-wing
• [15:55] Allow people to assume their own risk
• [19:28] Capitalism is all about the freedom to choose

Resources & People Mentioned

• Joe Rogan Podcast
• Joe Rogan on Twitter
• Tom Green
• Alex Jones
• California to Revoke Alcohol Licenses
• Detox water

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

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Mark Tepper on Twitter: @MarkTepperSWP
Todd Gordon on Twitter: @toddgordonria

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What do Elon Musk and Michael Jordan have in common? Capitalism. While Elon claims he’s a socialist, many of his words and actions prove otherwise. The docuseries “The Last Dance” that heavily features Michael Jordan is trending right now—it flaunts a VERY capitalist comment from Michael. Listen to this episode for a spirited discussion about capitalism—and how democrats can be capitalists too. 

Outline of This Episode

• [1:50] Why Elon Musk is a capitalist
• [4:12] The pandemic has forced the public to pick sides
• [6:40] What IS the truth that people should know?
• [11:37] “Republicans buy sneakers too”

Resources & People Mentioned

• The Last Dance Documentary
• Elon Musk
• Elon Musk’s Twitter
• Book: The Wealth of Nations
• Book: Capitalism and Freedom
• Harvey Gantt

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

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

Subscribe to The Capitalist Investor

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