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The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
The Investor Professor Podcast
The Investor Professor Podcast
15 SEP 2024 · The past two weeks have been quite dramatic in the stock market. Two weeks ago, the Nasdaq fell 5.8% and then gained 6% over the past week. The S&P & Dow also had their episodes of whiplash over the same period.Â
Election cycles are complex for everyone's emotions, especially the stock market. In this episode, we discuss how you can use these swings to improve the cost basis of your shares if you're feeling like you bought some too high. $PLTR and $DELL will join the S&P 500 Index on Sept. 23rd, and we discuss the criteria required for inclusion.Â
Sports gambling is a BIG business that continues to grow. In particular, young men continue to gamble in higher numbers and more often. Access to gambling sites from our phones makes it too easy to participate. How could this impact savings in the future? What is the difference in your portfolio if you start saving at 25 vs 35? We take a look at a classic example during this episode.Â
2 SEP 2024 · Happy Labor Day weekend! What a great time to sit down and reassess where you are with your goals heading into the end of the year. So many will coast into the end of the year and say I'll worry about that in 2025, but there is still 1/3 of the year to go. Don't be like the others when you can get ahead by keeping your foot on the accelerator.Â
This episode also discusses the upcoming jobs report and how it could impact the Fed's rate drop decision and $NVDA. $NVDA reported earnings on Thursday so we break down their quarter, their valuation, and if right now might be an appropriate time to add them to your portfolio.Â
25 AUG 2024 · In today's episode, Cameron and I break down the fed's Jackson Hole symposium, where Jerome Powell signals to the world that they are ready to start cutting interest rates.
The day has finally come for interest rate drops, and we discuss how this can impact your portfolio and what changes you should make, if any. Also in the news is Starbucks $SBUX hiring a new CEO and leaving Chipotle $CMG looking for a new one.Â
We also discuss Howard Mark's Memo. Howard Marks is the co-founder of Oak Tree Capital out of Chicago and does an incredible job of explaining complex market concepts with ease. The memo we discuss can be found here:
https://www.oaktreecapital.com/insights/memo/mr-market-miscalculates
18 AUG 2024 · Bad days are not fun for any of us, especially bad days in the stock market. But what if we could use bad days to our advantage to improve our portfolios or positions within our portfolio? August 5th was such a day. T
The Japanese carry trade imploded and caused Japan's stock market to have its worst day since 1987 (down 12.5%), which cascaded over the oceans, causing the US market to have a horrible open. Most importantly, the market didn't close lower than it opened, and if you were a buyer on this bad morning, you are happy you were brave. I'm saying this to you as much as I'm saying it to me: we all need to be reminded that most of the market's good days happen within two weeks of the worst.Â
Knowing this is not enough; you must have some cash on the sidelines to take advantage of market volatility. Strategies for raising cash are imperative to your portfolio's success, and we discuss them in this week's episode. I also discuss how I am starting to use AI to help with stock research.Â
4 AUG 2024 · In this week's episode, Cameron and I break down a tremendous amount of economic data that surfaced last week. Not only did we have earnings from $MSFT, $AMZN, $META, $AAPL, $MELI, and others, but there was also a Fed meeting as well as job numbers.Â
The Fed held interest rates steady but signaled for a September cut. The market initially rallied on this news, but that was quickly taken away once the jobs numbers came out. Unemployment has crept up to 4.3%. It used to be that bad economic news was good for the stock market as it signaled the Fed would cut rates, but now that appears to be changing. The market is starting to believe the Fed has waited too long to cut rates just like they waited too long to raise them.
What is an investor to do? Tune in to find out.Â
28 JUL 2024 · The Mega-Cap Stocks (Think $NVDA, $AAPL, $MSFT, $AMZN) have taken a bit of a breather in the last two weeks. Some of them are even having a healthy pullback. Investment funds have been flowing into Small-Cap Stocks, but will this continue?Â
What are small, mid, large, and mega caps, anyway? In this episode, we also discuss capitalization.Â
Earnings are incredibly busy this week. $MSFT, $AMZN, $META, $AAPL, $MELI, $MCD, and $SUBX all report this week, along with many others within the S&P 500. If that wasn't enough, the Federal Reserve will also discuss interest rates on Wednesday.Â
14 JUL 2024 · Finance at 26 can be complicated! That's why we have Cameron to help us discuss the challenges and solutions for young people to succeed in this tricky financial environment. We discuss investing, saving for a house, and buying your first new car!Â
We also recorded this in person together, a first on the podcast. We hope you like it. The CPI numbers came in lower than expected, so we detail what parts of the market should be impacted.Â
7 JUL 2024 · The first half of 2024 is in the books! How did the market do? All three major indexes are up for the year with quite a strong showing. We discuss the year's themes so far and how to adjust your financial goals.Â
This is an excellent time to reflect on your goals for the year, specifically your financial goals. What has done well? What needs to be adjusted? Years rarely go as we plan, but small adjustments along the way can have a significant impact. Remember, it's the boring and mundane that few see that makes the largest impact long term.Â
We also discuss a recent study that shows the difference in investing styles between younger and older wealthy investors. Hint: Crypto and alternative assets are key points.Â
17 JUN 2024 · Financial advisors are constantly asked, "Where should I be financially" at this age? It should be evident that this question is incredibly subjective. However, the people of Forbes this week came out with numbers for where average 401k's are based on generation. We will discuss some surprises in these numbers. Also, if you're listening to this podcast, we want you to be WAY above average.Â
This week's episode also includes Elon's pay package, the Federal Reserve meeting, Inside Out, and the importance of goal stacking! Â
9 JUN 2024 · Starting tomorrow (6/10/2024), $NVDA will begin trading on an after-split basis. Since our last episode $NVDA is up almost 200 dollars!! Can you still invest after the split? What should your strategy be? Tune In. We also discuss Roaring Kitty's first live stream in three years and how $GME performed during his show.Â
The main topic today is progress over perfection. Too often, we do not make a decision because we are waiting for the perfect moment, waiting for everything to be "just" right before we take the first step. Whether it involves our health and working out, starting a business, changing jobs, or starting an investment portfolio, we impede our progress before it even begins.Â
We are six months into the year, and it's time to self-reflect and assess our progress toward the goals we set for the year. We want to ensure that we don't limit our progress by striving for perfection.Â
The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
Information
| Author | L&L Podcast Group |
| Organization | L&L Podcasts |
| Categories | Investing |
| Website | - |
| rpeckham@rydarequities.com |
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