Dynamic Growth

"All of humanities problems stem from the inability to quiet the mind."

To save you some time, no... the Evergrande crisis in China does not appear to be the same situation as the United States in 2008. But it is a problem for the Chinese economy. Overleveraged Chinese property developer Evergrande finds itself over 300B in debt with a big deadline on Thursday to pay interest on its high yield bonds. It's no secret that they will likely not be able to pay it and could end up in default within 30 days without government intervention. What does this mean for U.S. stocks & your portfolio? We discuss on this episode.

We talk about the recent anti trust case between Apple's App Store and EPIC Games the creator of the popular video game Fortnite. We discuss the ruling and talk about if it has broader implications for regulating big tech and monopolies.

We also discuss the current state of the market and where to put cash in this strange environment where bonds have negative real returns due to inflation and how to have courage with investing.

Start off the podcast discussing a sector with huge growth potential. Cloud computing is dominated by some of the largest companies in the world like Amazon and Microsoft, but there is still room for growth in the sector. How should you invest to benefit?

Nate & Derek discuss more from The Myth of Sisyphus and the takeaway of embracing challenges and hardship, not shying away when it presents itself.

Not sure what to title this one. We start the podcast talking about Nates recent winning stock picks then we shift the discussion to talk about bitcoin and where we think it's going, if it's still a viable investment, and is big money backing it? Then we end the podcast with a book discussion we both started reading the Myth of Sisyphus by Albert Camus and the gems we have taken in the first hours of reading. I'm sure there will be more to come, thanks for listening!

Bitcoin Conference Referenced in the Episode: https://youtu.be/Zwx_7XAJ3p0

Nate is back from vacation and we wanted to discuss an analysis done by an analyst from Bank of America/Merill Lynch in which they state stocks are overvalued compared to historic valuations and there could be a rotation from growth companies with high valuations to value plays who are considered cheap. We break this down and explain why you should buy great companies and timing the market never works out how you want it to.

The number one rule of book club is... you must talk about book club. Have you ever read a book or watched a movie or documentary that completely changed how you see the world or changed you in a profound way, and then you want to talk about it but nobody really cares because that fundamental change only happened to you? In this podcast series, Macy and Derek bring two pieces into the discussion whether that's a book, movie, show or whatever, and discuss its core themes and how it changed their outlook.

Subscribe to our newsletter, we tell you what is going on inside your portfolio if you own tactical model stocks. Last week we saw a lot of tactical model stocks report earnings and we talk about the good, the bad, and the amazon. We talk Apple, AMD, Amazon, Google, Facebook, and more. we hope you enjoy this weeks episode.

No video again, we are in the process of creating a studio here at our office. In the meantime check out this episode where we discuss red flags to look out for to ensure you are getting the best service with your financial professionals. The financial industry is one of the most regulated industries and many notable scams come to mind. Here is what to look out for from an insider's perspective, we also go over some things that others may consider red flags but we do them here at Crosby advisory. WE ARE NOT saying any of these mean a financial professional has bad intentions or isnt doing a good job, but these are things to be prepared for and have an extra guard up for.

No video this week we were testing out a new format that didn't pan out but we will be back next week. This episode is about how you can detect and prevent fraud and identity theft. We talk about our own experiences with fraud and identity theft and how they were resolved. Its one of the worst feelings in the world when you check your statements and see fraudulent purchases and scammers are constantly developing new ways to stay ahead of detection. Fraud can happen both digitally and physically through theft of personal items. In the words of UFC referee Herb Dean "Protect yourself at all times"

We hope you enjoy the episode this week. If you enjoy the episode and learned something new. Support the podcast by sharing and subscribing to get new episodes and clips from the episode.