Laminate Money

Laminate Money

By Laminate MoneyBusinessInvesting
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Laminate Money episodes

  • AI Will Change Your Life
    Show Notes
    • The Good: Nasdaq off to its best start since 1991 (substack.com)
    • The Bad: Mass Layoffs or Hiring Boom? What’s Actually Happening in the Jobs Market - WSJ
    • The Comical: Alphabet shares dive after Google AI chatbot Bard flubs answer in ad | Reuters
    • Head Scratcher of the week: IBM Global AI Adoption Index 2022
    • What is going on?
      1. I Tried Microsoft’s New AI-Powered Bing. Search Will Never Be the Same. - WSJ
      2. Disney announces layoffs, cost cuts, ESPN plan (cnbc.com)
      3. Robinhood Hits Back at SEC, Warns of Threat to Zero-Commission Trading - WSJ
      4. Fed Chair Powell says inflation is starting to ease, but interest rates still likely to rise (cnbc.com)
        • Biggest Win: Google now wants to answer your questions without links and with AI. Where does that leave publishers? | Nieman Journalism Lab (niemanlab.org)
        • Time Machine: Bankrupt FTX Chases Politicians to Return Donations by End of February (businessinsider.com)
        • Book a call with an advisor.
        • Follow along on Linkedin.
          • 44 min
        • What the Fed Does to Your Money

          On this week's episode Carissa, Jacob and Noah Gjesdahl talk about what the Fed did at the February meeting, the rollover of the nice to have parts of our economy, where Jim Cramer stands on Meta, US debt, and JP Morgan's big bet on timberland.

          Email us at [email protected] for questions or suggestions for future topics.


          Show Notes

          • The Good: Jerome Powell seems to be getting dovish
          • The Bad: People have given up on the nice to have economy
          • The Comical: Meta Platforms is 100% higher than it was when Jim Cramer cried on live TV
          • Head Scratcher of the week: US debt and the debt ceiling
          • What is going on?
            1. Big tech earnings (Apple, Amazon, Google)
            2. Mortgage rates fell below 6%
            3. Annuity sales hit a record in 2022
            4. JP Morgan adds $500 million to their timberland position
              • Biggest Win: ChatGPT grew faster than anyother prior platform
              • Time Machine: Globally exposed companies are underperforming
              • Quote of the week: "If money doesn't buy happiness, you're spending it wrong."
              • Book a call with an advisor.
              • Follow along on Linkedin.
                • 44 min
              • Does the Tech Rally Pop?

                On this week's show special guest, Dan Schuster, Wealth Advisor at Fjell Capital, joins Carissa and Jacob. On this week's show, we talk about the tech rally, the 60/40 portfolio, earnings, money supply, and the most recent Hindenburg report on fraud at Adani Group. 


                Email us at [email protected] for questions or suggestions for future topics.

                Show Notes

                • The Good: Don't lose faith in the 60/40
                • The Bad: The S&P 500 is reporting more net profit margin shrinkage 
                • The Comical: Jim Cramer is this bad at Stock Picking
                • Head Scratcher of the week: M2 Money Supply is declining, for the first time ever
                • What is going on?
                  1. Hindenburg Research's post on the fraudulent signs of the Adani Group 
                  2. US GDP grew 2.9% in the 4th quarter year over year
                  3. Amazon launches rxPass as a $5/month prime addon
                  4. Tesla's huge rally
                    • Biggest Win: ETFs turn 30 years old, how they revolutionized investing
                    • Time Machine: Temp worker layoffs are happening at an accelerated pace
                    • Book a call with an advisor.
                    • Follow along on Linkedin.
                      • 57 min
                    • What is a Mild Recession

                      On this week's episode Tom, Carissa, and Jacob discuss what a mild recession is, year-to-date market performance, the extraordinary measures the Treasury has to take, and the signs that we are really in a recession today.


                      Email us at [email protected] for questions or suggestions for future topics.

                      Tom and Jacob are Registered Representatives of Sanctuary Securities and Investment Advisor Representatives of Sanctuary Advisors. Fjell Capital is a DBA of Sanctuary Securities and Sanctuary Advisors.

                      Show Notes

                      • The Good: YTD Performance
                      • The Bad: Congress shouldn't play games with the US's creditworthiness
                      • The Comical: Bankrupt companies are outperforming
                      • Head Scratcher of the week: What is a mild recession
                      • What is going on?
                        1. S&P 500 earnings are projected to drop 3.9% yoy in the fourth quarter
                        2. Microsoft and Google are laying off employees
                        3. Weekly jobless claims are unexpectedly lower
                        4. US existing homes sales fall 17.9%
                          • Biggest Win: mRNA vaccines
                          • Time Machine: Americans are spending more than they make
                          • Book a call with an advisor.
                          • Follow along on Linkedin.
                            • 51 min
                          • I Think the Inflation Fight is Over

                            Tom, Jacob, and Carissa discuss the 6.5% read on the consumer price index, the big bank's earnings results, and the future of the economy.

                            Email us at [email protected] for questions or suggestions for future topics.


                            Show Notes

                            The Good: Inflation YoY was 6.5% but declined month over month

                            • The Bad: California is flooding, but it still hasn't had enough rain to bring it out of drought status
                            • The Comical: The big guys can't seem to agree on inflation and the economy
                            • Head Scratcher of the week: Are we actually in a bull market?
                            • What is going on?
                              1. The secret to Roman concrete is revealed
                              2. Why the big bank's earnings reports matter
                              3. Taiwan Semi smashed expectations but said the outlook isn't so great
                              4. The world bank says global growth could be at its third weakest pace in three decades
                                • Biggest Win: 3D printing is hitting new highs
                                • Time Machine: Russia is getting hit with more sanctions
                                • Quote of the week: "Don't save what is left after spending. Spend what is left after saving.” - Warren Buffett
                                • Book a call with an advisor.
                                • Follow along on Linkedin.
                                  • 51 min
                                • The Rise of ChatGPT

                                  Show Detail Note

                                  On this week's show Tom, Carissa, and Jacob talk about the recent payroll report and what it means for inflation, the new search engine that is disrupting Google, and how housing could get more affordable in 2023.

                                  Email us at [email protected] for questions or suggestions for future topics.


                                  Show Notes

                                  • The Good: Wage growth is slowing, a good sign for inflation
                                  • The Bad: OpenAI is proving its worth as a search engine
                                  • The Comical: Microsoft may be adding ChatGPT to Productivity Apps
                                  • Head Scratcher of the week: Swiss National Bank posts record $143 billion loss
                                  • What is going on?
                                    1. Tech layoffs are happening faster than in the pandemic crash
                                    2. Google and Meta are losing advertising market share
                                    3. Stats on trading a 10/2 inversion
                                    4. SpaceX is raising $750 million at $137 billion
                                      • Biggest Win: Where will mortgage rates be in 2023?
                                      • Time Machine: Median annual drug costs cross $200,000
                                      • Quote of the week: “It’s free. There’s no fine print,” Bastian said. “We have invested over $1 billion to create this.” CEO Ed Bastian of Delta
                                      • Book a call with an advisor.
                                      • Follow along on Linkedin.
                                        • 39 min
                                      • 2023 Could be a Good Year

                                        On this week's episode Tom, Jacob, and Carissa talk about 2023 and what could happen in the economy, markets, and people's lives.

                                        Email us at [email protected] for questions or suggestions for future topics.


                                        Show Notes

                                        • The Good: What's going to happen next year in markets
                                        • The Bad: The SPAC boom ended with a frenzy of liquidation
                                        • The Comical: Bitcoin's 2023 price target
                                        • Head Scratcher of the week: Negative yield bonds are almost no more
                                        • What is going on?
                                          1. 2022 could've been worse
                                          2. Crypto customers sell claims for pennies on the dollar
                                          3. Home prices fall for 4th straight month
                                          4. Chip inventories are back and in excess
                                            • Quote of the week: "It’s worth repeating: No one accurately sees the world as it is."
                                            • Book a call with an advisor.
                                            • Follow along on Linkedin.
                                              • Powered by Fjell Capital

                                              Fjell Capital is a leading wealth management firm designed to deliver results for people who desire to take their game to the next level. If that is you, please reach out here. Everyday, we are helping families around the country solve their current needs while setting themselves up for a brighter future.

                                              46 min
                                            • The Best of the Worst - 2022 Wrap

                                              Investors are excited to move on from 2022 because it's been a bad year. Nobody knows what's going to happen in 2023, but we hope for a better one. On this week's episode Tom, Jacob and Carissa talk about 2022's awards - The Biggest Win, Loss, Good, Bad, Failure and Quote of the year.


                                              Show Notes

                                              • The Good of the Year: Speculation is almost out of the market.

                                              • The Bad of the Year: 2022 was weird -- Commodities, crypto, the fed, VC, Housing and humans. • The Comical of the Year: Wall Street is usually always wrong (but they get paid for it) but I have no idea what’s going to happen in 2023 and neither does anyone else. • Head Scratcher of the week of the Year: Why Russia ever invaded Ukraine in the first place, and how Ukraine has held up

                                              • Biggest headlines of the year?

                                              • The Fed Started Hiking Rates Early
                                              • The Russia-Ukraine War kept prices higher
                                              • Tech and media entered a recession
                                              • Bad Business Deals Turn into worse deals
                                              • The Crypto bubble popped
                                              • Best and worst performing stocks of 2022
                                              • Quote of the Year: "I don't need a ride, I need ammunition" - Volodymyr Zelenskyy, President of Ukraine

                                              Tom Stadum and Jacob Radke are Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Fjell Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

                                              48 min
                                            • Recession Indicators

                                              On this weeks episode Tom, Carissa, and Jacob discuss the rolling over of inflation, why the Fed isn't reacting the way the market wants, the criminal charges on SBF, the SEC's attack on retail brokers and finfluencers, and more.

                                              Email us at [email protected] for questions and suggestions for future topics


                                              Show Notes

                                              • The Good: Inflation is falling
                                              • The Bad: The Fed isn't budging
                                              • The Comical: Sam Bankman-Fried got put in lockup on fraud accusations
                                              • Head Scratcher of the week: The SEC is attacking retail brokers and finfluencers
                                              • What is going on?
                                                1. Pandemic loans are coming due
                                                2. Retail sales slide despite the holiday season
                                                3. Homebuilder sentiment slides
                                                4. Here is Big Technology's award winners for 2022
                                                  • Biggest Win: Dan got LinkedIn famous
                                                  • Time Machine: Share of Americans living paycheck to paycheck rises to 63%
                                                  • Quote of the week: "If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes"
                                                  • Book a call with an advisor.
                                                  • Follow along on Linkedin.
                                                    • Powered by Fjell Capital

                                                    Fjell Capital is a leading wealth management firm designed to deliver results for people who desire to take their finances to the next level. If that is you, please reach out here. Everyday, we are helping families around the country solve their current needs while setting themselves up for a brighter future.

                                                    45 min
                                                  • In Opportunity's Shadow

                                                    On this week's episode Tom, Jacob, and Carissa talk about Robinhood's 1% match, PepsiCo's laid off employees, Elon's genius on regaining ad revenue, Microsoft's bone with the FTC, and Campbell’s stellar quarter.

                                                    Feel free to shoot us an email at [email protected] for questions or suggestions for future topics.


                                                    Show Notes

                                                    • The Good: China eases Covid restrictions
                                                    • The Bad: PepsiCo is laying off employees
                                                    • The Comical: Musk's Twitter advertising offer that snagged Apple and Amazon 
                                                    • Head Scratcher of the week: Robinhood is offering 1% matches on contributions to retirement accounts
                                                    • What is going on?
                                                      1. Microsoft's battle with the FTC continues
                                                      2. Goldman Sachs is looking to invest in crypto companies
                                                      3. TSMC is investing an additional $25 billion in the Arizona factory
                                                      4. The US trade deficit widened on lower energy exports
                                                        • Biggest Win: Campbells is the underdog that is now performing
                                                        • Time Machine: Laid off tech employees say goodbye to stock options golden age
                                                        • Quote of the week: "Incredible things can be done simply if we are committed to making them happen."
                                                        • Book a call with an advisor.
                                                        • Follow along on Linkedin.
                                                          • Powered by Fjell Capital

                                                          Fjell Capital is a leading wealth management firm designed to deliver results for people who desire to take their game to the next level. If that is you, please reach out here. Everyday, we are helping families around the country solve their current needs while setting themselves up for a brighter future.

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                                                          45 min

                                                        About Laminate Money

                                                        From the publisher's feed

                                                        Your financial life, your neighbors financial life, the companies you invest in, our economy as a whole, is built layer by layer. Come learn how each week what the team at Fjell Capital is thinking as new layers unfold and how you can design and build your dream financial life. Email us at [email protected].