Dynamic Growth

In this episode we discuss how to put good news and bad news into perspective, we also talk about how events in the crypto ecosystem have set the industry back years. Lastly, we discuss if it is finally time to buy bonds or if the FED will have to raise rates higher than they previously stated.

Should politics affect your investment decisions? We think investing should not involve emotions, removing your personal biases from investing decisions will lead to better outcomes in the long term. It's a challenging discussion because if you have moral beliefs embedded in political views, how much are you willing to put up with for more return? We also discuss new inflation data and the most recent FOMC decision to raise interest rates by 50 bps and how that impacts out investing outlook.

In this episode, Nate discusses the world cup and the potential shady business going on with FIFA and Qatar. We also discuss a different way to think about monthly payments and how that can impact financial freedom.

We hope you enjoy this week's episode. If you enjoy this episode please like, share, and subscribe!

FTX was reportedly hacked for 477M hours after they declared bankruptcy, Derek goes into new details surrounding the FTX collapse. Nate discusses a Bank of America study that shows investing trends of the wealthiest Americans.

What the heck is going on in crypto? Derek gives some background and details about what is causing the entire crypto market to panic. FTX was the 2nd largest crypto exchange, they were worth 32B and now have gone bust due to corruption that will likely end in jail sentences for the CEO. Nate discusses how businesses use free cash flow and what investors should look for when evaluating free cash flow.

Nate discusses possible ways that well-meaning financial regulation can hurt the everyday investor. Does receiving quarterly statements hurt your long-term performance? Derek gives some broader context as to why the FED is consistent in their message to tighten financial conditions despite many saying they have over tightened.

If you currently have a pension, Nate gives insight into a unique opportunity for pensions in 2022. With Elon Musk finalizing the deal to acquire Twitter we discuss the implications for free speech and the debate of how much freedom we are willing to give up for security.

We hope you enjoy this week's episode.

In this episode, Nate discusses common misconceptions about passive investing and why active management has some distinct advantages during bear markets. Derek talks about recent events in Japan's bond market and the issues they are having with their currency. We end with reflecting on the long-term implications of bailing out the economy during the 2008 housing crisis.

The calendar marks the next quarter. As we go into Q4 Derek and Nate discuss what is on their radar and changes to the portfolio. We discuss Fixed Income, Stocks, Money Markets, the US Dollar, Commodities, and Real Estate. We hope you enjoy this episode!

We didnt come up with the dollar milkshake theory but it has played out surprisingly well. Brent Johnson of Santiago Capital came up with the theory before the pandemic. It predicts a massive run-up in the dollar and capital flows into the U.S. as other countries are forced to print currency to get dollars to get the things they need.

Nate then discusses the question on whether or not its better to be a specialist or a jack of all trades to build wealth. We hope you enjoy the episode.