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The COVID-19 pandemic has made one of the biggest impacts on the world of sports since World War II—when the Olympic games were canceled twice. The NFL, NBA, NHL, MLB, etc. have all had their seasons suspended or impacted in one way or another. While it may seem low on the list of priorities, the psychological impact of cancelling sporting events can be devastating. Listen to this episode of The Capitalist Investor as we chat about WHY America needs sports to cope with this pandemic. 

Outline of This Episode

• [1:05] An episode all about SPORTS
• [3:00] Major League Baseball
• [8:28] Football releases schedules
• [10:20] NBA did get hit by COVID-19
• [10:56] We need to remain positive as a country
• [12:39] Golf: the highlight of sports
• [14:32] A look forward into the fall

Resources & People Mentioned

• Dolphins Allowing Fans in Stadium
• Fox on NFL Fans Returning to Stadiums
• Trash Talking Par for the Course

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• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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Kenny Polcari [email protected]

Twitter: @KennyPolcari

https://www.slatestone.com/2020/05/time-to-celebrate/

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Some weird things are happening in the economy—unemployment rates are climbing, but the stock market is performing. There is a complete disconnect happening. Why is that dangerous? The market has gotten ahead of itself. We don’t want our listeners diving back into stocks headfirst only to get blindsided when we see a nosedive in the market again. 

So who are the winners and losers? Where do you need to keep your eye on the ball? Listen to this episode of The Capitalist Investor as Derek, Nate and I chat about the industry as it stands right now, where we see things going, and who will see the most pain. Stay informed—listen now. 

Outline of This Episode

• [2:17] The US Economic News Release
• [5:24] eCommerce is the net winner
• [7:19] Oil + Energy will continue struggling
• [8:23] How the travel industry is being impacted 
• [10:26] Regional flights will likely suffer
• [12:23] Real Estate: winners and losers
• [14:44] Will the unemployment rate lower soon?
• [17:45] Paint a realistic picture of the stock market

Resources & People Mentioned

• US Economic New Release
• Allbirds

Connect with Nate Fischer

• Nate on Facebook
• Follow Nate on LinkedIn

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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Passive investing has been all the rage—while active management has been slammed over the last decade. Why is that? Why does passive investing fare so well? Listen to this episode of The Capitalist Investor to hear why we think the tides are turning. We are going to see a shift towards active investing. 

Outline of This Episode

• [0:16] Why passive investing has been so successful
• [4:55] Understanding the rise of passive ETFs
• [7:53] How to use “passive” ETFs to your advantage
• [10:40] Digging into the holdings in the S&P 500 ETF
• [15:25] The main argument for active investing

Resources & People Mentioned

• S&P 500 ETF
• Russell 2000 Index

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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Antibody testing will be a game-changer when it comes to relieving the fear in the United States and around the world. The media has only served to spread fear and panic, eventually leading to the closure of most of our economy. Done under the guise of “saving lives”—what is it costing us? Over 20 million people unemployed? A steep recession, if not an economic depression? We can’t allow the cure to be worse than the problem. Listen to this episode of The Capitalist Investor for the facts about Coronavirus antibody testing—not fiction. 

Outline of This Episode

• [0:15] The global mortality rate that’s published
• [2:54] What do we need to do to reopen the economy?
• [6:51] We need to start opening businesses back up
• [8:17] CVID-19 Antibody tests are the solution
• [12:35] The REAL statistics that media outlets won’t report
• [17:30] The bottom line: listen to the facts—not the fiction

Resources & People Mentioned

• COVID-19 Antibody Seroprevalence in Santa Clara County
• USC COVID-19 Antibody Testing Results
• New York City Antibody Testing Results
• Germany Test Results

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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What will the psychological impact of the recession look like? What are the short, medium, and long-term impacts of the economic shutdown on consumers and business owners? Will the economy reopen May 1st? Or be pushed further out—possibly to June 1st? In this episode of The Capitalist Investor, Derek, Nate, and I discuss what our future may look like. It’s an episode packed with hypotheticals, meant to be thought-provoking and eye-opening.

Outline of This Episode

• [0:15] What 2nd quarter GDP tells us about the financial impact
• [2:25] The curve appears to be flattening—but the data is skewed
• [5:48] Now is NOT the time to go house shopping
• [7:47] What will consumer behaviors look like when we reopen
• [12:58] Commercial Real Estate may no longer be a safe bet
• [16:02] Humans were meant to connect—not isolate
• [17:15] The Bottom-line: We need more information
• [19:34] Understanding the psych of the small-business owner

Connect with Nate Fischer

• Nate on Facebook
• Follow Nate on LinkedIn
• Send Derek a message here

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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In this episode of The Capitalist Investor, Nate Fischer—the Chief Investment Strategist at Strategic Wealth Partners—joins me to hash out: Are we in a bull market or a bear market?

We chat about how our current situation compares to the housing market crash. We also talk about GDP, when we will emerge from this recession, and when the economy and stock market will rebound. Don’t miss this informative episode!

Outline of This Episode

• [1:56] The definition of a bull market/bear market
• [3:19] 2nd quarter GDP predictions
• [6:32] How the economy emerged from the great recession
• [10:45] Will we see the deepest recession ever? 
• [13:43] How small businesses are being impacted
• [15:35] Will we surpass this year's stock market high?
• [17:15] The uncertainty of the upcoming election
• [17:50] When will the economy and market be whole again?

Connect with Nate Fischer

• Nate on Facebook
• Follow Nate 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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What do you do if you’re retired and you need to withdraw money from your retirement portfolio to sustain your standard of living? No one wants to sell their stocks when the market is down 20%—and it’s NOT the smart thing to do. But what options are available? In this episode of The Capitalist Investor, Derek and I share 3 spending strategies that help you avoid taking a loss on your stocks during a bear market. 

Outline of This Episode

• [1:08] Don’t sell your stocks—live off your bonds
• [5:00] Consider a home-equity line of credit
• [8:00] securities-based Lending

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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The Coronavirus is front and center and has left us all wondering: What do we do with our portfolios? Do we position ourselves to take advantage of the rebound when it happens? April 1st is the beginning of a new quarter and when most people rebalance their portfolio. In this episode of The Capitalist Investor, Derek and I talk about how you should position your portfolio. We also talk about asset classes and industries that will do well—and those we think might tank. Don’t miss it! 

Outline of This Episode

• [0:26] How should we be positioning our portfolios? 
• [1:25] Why you NEED to rebalance your portfolio quarterly
• [5:04] Develop a plan and stick to it at all costs
• [6:11] Why the small-cap industry will under-perform
• [11:22] The industry outlook on department stores
• [14:32] Should you invest in Boeing and the airlines?
• [15:48] REITs that you may want to consider
• [19:11] Could infrastructure Investing be the next big winner?
• [20:32] Individual stocks are being unfairly punished 

Resources & People Mentioned

• Vanguard Best Practices for Portfolio Rebalancing 

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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Show Notes by
PODCAST FAST TRACK
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