Capitalist Investor

The Dominoes Begin to Fall, Ep #20


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Some weird things are happening in the economy—unemployment rates are climbing, but the stock market is performing. There is a complete disconnect happening. Why is that dangerous? The market has gotten ahead of itself. We don’t want our listeners diving back into stocks headfirst only to get blindsided when we see a nosedive in the market again. 

So who are the winners and losers? Where do you need to keep your eye on the ball? Listen to this episode of The Capitalist Investor as Derek, Nate and I chat about the industry as it stands right now, where we see things going, and who will see the most pain. Stay informed—listen now. 

Outline of This Episode

  • [2:17] The US Economic News Release
  • [5:24] eCommerce is the net winner
  • [7:19] Oil + Energy will continue struggling
  • [8:23] How the travel industry is being impacted 
  • [10:26] Regional flights will likely suffer
  • [12:23] Real Estate: winners and losers
  • [14:44] Will the unemployment rate lower soon?
  • [17:45] Paint a realistic picture of the stock market

Resources & People Mentioned

  • US Economic New Release
  • Allbirds

Connect with Nate Fischer

  • Nate on Facebook
  • Follow Nate on LinkedIn

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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