Invest Smarter

In this episode, we talk about

• A new way to invest in space (coming soon)
• The state of the market
• The ongoing OLED revolution, and lessons learned from investing in it
• Why a housing crash is probably not in the cards in 2021

Articles Mentioned:

Ark Space ETF Coming Soon

Blue Origin to fly People on New Shepard by April

Housing Bubble 2021

Mike Santoli Market Take

Apple to use OLED in Ipads in 2022

Foldable OLED display Market to Grow 94 Million Units by 2025

In this weeks episode, we talk about the following:

Why you should not wait for the market to drop to buy stocks, 2020 Recap, 2021 Outlook, Why we love Costco, Value buying and avoiding value traps, stock market performance under Democratic leadership.

Articles Discussed

Three Reasons you should Not Wait for The Market to Crash

Tom Lee says Stocks are Far From a Bubble

In this week's show we talk about:

• Tesla
• Ark Funds and how they invest in innovation
• How innovation is bubbly
• Passive funds vs. active funds historically
• Economic Activity collapses, but not the stock market
• Market Cycle Investing
• How to get into the market if you missed out?
• How lowering your car payment by 50 bucks a month could get earn you 60K in 30 years
• Roth IRA conversion

Articles Discussed:

WSJ: Tesla Bulls Double Down

ARK ETF family pulls in ~$1B in fund flows Tuesday night

Cathie Wood Investor Letter

Active Vs. Passive Funds

Packy McCormick The Best is Yet to come (Innovation is Bubbly)

In this week's show, we discuss recent IPOs and IPOs in general. We talk about why and how IPOs are priced and how they can trade at such different prices on their first day of trading. We then move into a discussion revolving around the emerging risks of passive investing. Basically, the way market-cap-weighted indexes are constructed can create imbalances. For instance, Tesla is going to be the fifth largest weighting in the S&P 500! We wrap up talking about the very different way Gen Z thinks about and interacts with the world, and investment trends to consider as a result. 

1:00 - IPO Overview

6:00 - Airbnb

9:00 - Average IPO return data

10:00 - IPO valuation data

12:00 - Comparisons to 1999

14:00 - Valuation of IPOs vs. FAANG and high flying COVID stocks

18:00 - IPO Fund flows

19:00 - Jay Ritter, Goldman CEO, Tom Lee warning

20:00 - Tesla vs. Yahoo

21:00 - Original Idea of Passive Management

22:00 - Passive Investing Danger

24:00 - Understand where your risks are in your passive investment

24:45 -  New wave of indexing

26:00 - Stock picking comeback

27:00 - Risks to your retirement

32:00 - Bull Market Complacency

33:30 Interest Rate Risk

35:00 Climate Risk

37:00 Gen Z

40:00 Investing Trends to Watch out for from Gen Z

Over the past couple of weeks, we have seen bitcoin make a new high for the first time since 2017. This time, it feels a little less euphoric as more big names admit it is here to stay. We discuss if it could make sense in a diversified portfolio. We also discuss a recent article by legendary market researcher Robert Shiller where he makes a case that equities still look attractive. We wrap up with some tax moves to consider in this very unique 2020. Please email us at [email protected] with feedback or questions and topics for the show. 

In this week's show, we talk about Black Friday. This year Black Friday will look a lot different. A lot more online shoppings and perhaps a lot less impulse shopping. We also discuss some market calls from some top market watchers. There seems to be a theme about some expecting near-term volatility or even perhaps a sell-off. We discuss all this and more. Enjoy!

This week we talk about the state of the market in terms of market leadership. Momentum investing has pitfalls. Inherently, momentum always comes to an end. A long-time skeptic of Tesla, Morgan Stanley upgrades Tesla, and we tell you why they have had a change of heart. There's never been a better time to think about using a Roth IRA to yourself against future tax increases. We cover a few strategies in this week's show. Email us at [email protected] if you would like us to cover a topic or have any questions or feedback. Enjoy! 

In this week's show, we talk about the vaccine and why stocks reacted the way they did. We talk about some of the long-term implications COVID-19 will have on the economy. We also talk about whether or not the stock market is in a bubble.