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There is no question that we have a student loan problem in our nation, many are calling it a crisis. All of the candidates for President of the United States are touting solutions to the problem, as they should be.

How did the student loan crisis come about in the first place? Whose fault is it? Some of the Democratic candidates today are blaming Capitalism, but is that warranted? In this episode, Derek and I look at the data behind the student loan tragedy that many students have fallen victim to. We want to better understand the reasons for the crisis and whether or not the solutions being offered even make sense. Join us for this quick dive into the data and the philosophies behind the student loan problem solutions being offered.

Outline of This Episode

• [0:32] Student Loan debt: It’s a crisis we must face and fix
• [1:04] What’s the mindset we need to have in fixing this problem? J.F.K. told us
• [2:00] Stats that impact the way we understand the crisis
• [5:08] Political candidates are placing blame on Capitalism. Is it at fault?
• [9:36] The solutions being offered to the student loan problem are not workable for this reason
• [12:54] Price competition is the only solution - here’s why

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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Behavioral finance is an important topic to be mindful of as you manage your portfolio. Misbehavior will cost you dearly. So what do you avoid? How do you make smart decisions? In this episode, Derek and I cover 5 behavioral finance errors to be mindful of—confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. Listen to this episode if you want to make smart decisions with your portfolio. 

Outline of This Episode

• [1:22] Misbehavior costs you 
• [2:53] Confirmation bias
• [4:36] Information bias
• [7:34] Loss aversion
• [10:23] Oversimplification tendency
• [12:30] Hindsight bias

Resources & People Mentioned

• The Tesla Cybertruck
• Apple

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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Here’s the deal: A Joe Biden presidency will impact the economy and your portfolio—likely not in a good way. Literally. I’m serious. That’s not Hyperbole. Anyway, ‘Bidenisms’ aside, he has taken the lead and is expected to win the Democratic nomination. In this episode, we’ll talk about Biden’s policies, the impact of his presidency, and how it will affect investors.

Outline of This Episode

• [0:25] The impact of a Joe Biden presidency
• [1:20] The best and worst democratic debaters 
• [4:38] Creepy Joe now taking a resounding lead
• [6:21] What caused the rise of Biden?
• [9:10] Joe Biden’s policies and narrative
• [15:18] How a Biden presidency impacts your portfolio
• [18:48] What the S&P 500 tells us

Resources & People Mentioned

• Tax Policy Center: Biden’s Tax Proposal
• Joe Biden’s Policies
• The S&P 500 link to elections

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

Show Notes by
PODCAST FAST TRACK
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Investing in IPOs is a hot topic because the companies in this category are typically in a very impressive growth curve. There’s lots of optimism and hope surrounding them. But there’s also a lot of hype. How are they performing? Are they over-valued in the market? You need to look at their management teams, their growth, and their valuation. In this episode, we take a deep-dive into IPOs and whether or not most are worth an investment. 

Outline of This Episode

• [0:27] The hype surrounding IPOs is just that—hype.
• [1:15] IPOs are boom or bust—speculative at best
• [3:23] Valuation is the area where IPOs have issues
• [4:45] The impact of the recession on the S&P 500
• [7:49] Dealing with changing interest rates
• [9:26] The decrease in publicly traded and increase in private capital assets
• [10:39] Understanding IPO prices versus first trade price
• [15:10] Peloton takes advantage of the high valuation of software companies
• [18:10] Two takeaways to consider IF investing in an IPO

Resources & People Mentioned

• Michael Symon
• Beyond Meat
• Impossible Burger
• Fiverr International
• Slack
• Pinterest
• Lyft
• Uber
• Zoom
• Apple
• Peloton

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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A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks and decision-making process is not laser-focused on that objective, you are going to wind up making bad choices. This is vitally important as we watch popular, big-name companies like Tesla and Virgin Galactic valuations go sky high. Is there a legitimate reason for those valuations? We dig into what makes a smart investment strategy on this episode. 

Outline of This Episode

• [0:16] What I mean when I talk about “gaining an investment edge”
• [4:26] How we choose stocks to ft into our portfolio strategies
• [8:06] Why we are totally open to showing our clients our holdings
• [10:06] The importance of the management team at a company we’re considering
• [15:34] Why we shoot for companies with a sustainable growth story
• [23:42] How we figure out if a company is valued appropriately 

Resources & People Mentioned

• Tesla’s Cybertruck
• Virgin Galactic
• Microsoft
• Teladoc
• Apple Computer

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

Show Notes by
PODCAST FAST TRACK
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It is regrettable and sad when a pandemic like Coronavirus impacts so many people across the globe. It’s a truly frightening situation for many people because there is a legitimate health risk related to the outbreak in many parts of the world. 

But there are other concerns that while not as important as human life, are nevertheless important for the worldwide economy. Why is this important? Because the economy is the basis upon which we build your livelihoods as human beings.

On this episode, we ask and answer the question, "How does something like the Coronavirus pandemic impact the global economy?"

Outline of This Episode

• [0:17] The details behind the Coronavirus scare (early Feb. 2020)
• [4:10] How fear, uncertainty, and panic impact the stock market
• [7:19] Comparing the current situation to past outbreaks
• [12:55] Tune out the noise and focus on the overall direction of the economy 

Resources & People Mentioned

• Gilead Sciences
• The Asian Flu
• The Hong Kong Flu
• Pneumonic Plague
• AIDS
• Ebola
• S.A.R.S.
• Avian Flu
• Swine Flu
• Zika Virus
• Warren Buffett

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

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

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American-held investment portfolios are directly impacted by the fiscal policies of the U.S. Government, so as we move through the primary season leading up to the 2020 election, we have a great opportunity to learn about the financial policies of Presidential hopefuls — and assess how those policies would impact the overall investment world.

Bernie Sanders’ financial policies are nothing less than Socialistic, he says so himself. Currently (February 2020) he’s the leading Democratic candidate. So, let’s take a look at how the average investment portfolio would be impacted, negatively and positively, were Bernie to receive the Democratic nomination and if he was to become President.

Outline of This Episode

• [1:02] Our take on the Iowa Caucus (conspiracy theories galore)
• [4:10] Student loans as an example of bad left-leaning’ policies
• [8:12] Breaking down the Iowa Caucus results - Bernie in the lead
• [11:06] Assuming Bernie wins the nomination (and the Presidency)
• [12:50] The winning asset classes under a Bernie Sanders Presidency
• [15:30] The losing asset classes under a Bernie Presidency

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

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com