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Capitalist Investor

Strategic Wealth Partners

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Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, ho ...
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As someone looking to make a real difference in the lives of patients suffering from disease , there is a lot you can do beyond publishing papers. It takes an average of 17 years to go from research finding to clinical implementation. This means that ground-breaking discoveries will not matter much if no one picks up the mantle to carry those discoveries forward. It’s hard to become the kind of leader who drives research findings forward into clinical application. It used to be that through ...
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Award-winning film producer and best-selling author Paul Furlong hosts a series of compelling conversations with world-class storytellers from all walks of life. These illuminating discussions uncover the recurring and unique principles these raconteurs employ in their storytelling to help you make your stories more engaging and better communicate your ideas to stimulate your audience to take action. Subscribe to get a new episode every fortnight.This podcast is brought to you by Opus Media ...
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Scaling a business is one of the major accomplishments for any entrepreneur. Among other things, it allows them to earn much higher revenue. However, many believe that they can never reach this stage because of their lack of knowledge and connections. That's why they choose to remain stuck where they are. They become content with their comfort zones, with no hope of growing at all. Time to end this mindset right here as we reveal Underground Wealth Secrets! Find out how to level up your busi ...
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In the latest episode of the "Capitalist Investor" podcast, hosts Derek and Luke dive deep into the nuances of retirement planning, with a special focus on target date mutual funds. 1. Target Date Mutual Funds: An Overview The episode kicks off with Derek and Luke explaining what target date mutual funds are. These funds, offered by financial custo…
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In the latest episode of "The Capitalist Investor," hosts Luke Lloyd (Cool Hand Luke) and Derek (Diamond Hands D) dive into some of the most pressing issues in the current economic landscape. With Tony out on assignment, it was an engaging and insightful dialogue between the two hosts covering a multitude of topics that could significantly impact t…
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1. Divide and Conquer: Luke and Tony discuss the importance of dividing responsibilities between spouses, especially when approaching retirement. This strategy can help couples manage their tasks more efficiently and reduce stress. 2. Maximizing Retirement Contributions: The hosts emphasize the significance of contributing to both spouses' IRAs or …
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1. Rising Bankruptcy Rates: While still below pre-Covid levels, bankruptcies have increased by 16% year-over-year, with small business bankruptcies up a staggering 60%. The rate of change is alarming and may signal future economic troubles. 2. Notable Bankruptcies: The hosts discussed several high-profile bankruptcies, including Red Lobster, which …
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1. Rising back-to-school costs: Back-to-school spending has increased significantly, from around $26 billion in 2019 to about $38 billion today, with the average cost per parent being around $850. This increase is attributed to inflation, which has been around 8% annually over the past five years. 2. Social pressure on students: Due to the influenc…
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In this episode of Capitalist Investor, hosts Tony Tiger and Cool Hand Luke dive into a range of engaging and at times provocative topics affecting today’s financial landscape. Here are the five hot topics they discussed: 1. Government Officials and Tax Inefficiency Tony and Luke explore the apparent disconnect between government officials' persona…
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Welcome back, Capitalist Investor listeners! In today's episode, Tony the Tiger and Cool Hand Luke dive deep into some compelling economic topics that are sure to spark your interest. Here's a recap of the five hot topics discussed in this episode. 1. Inflationary Fears and Presidential Policies The primary focus of today's episode centers around a…
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Welcome back to another episode of the "Capitalist Investor," where Tony and Luke dive into some of the most pressing financial topics that keep investors on their toes. Episode 8-8 was nothing short of insightful, featuring an in-depth discussion on the ongoing market turmoil and various global economic trends. Here are the five hot topics that ou…
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1. Trump's Pro-Crypto Stance The hosts discuss President Trump's recent statements at a crypto convention, where he expressed his love for crypto and his intention to fire SEC Commissioner Gary Gensler. Trump plans to establish a crypto advisory council and aims to make the United States the crypto capital of the world. 2. Crypto Adoption Among Ame…
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1. Scattered investment accounts. Having old 401ks and IRAs in many different places, often not properly invested, is a common problem. This makes it difficult to have a coordinated investment strategy. 2. Mismatched risk tolerance. Many people believe their investments are more or less aggressive than they actually are. Analyzing the underlying ho…
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1. Assessing Q2 Earnings Season Hosts Luke, Tony and Derek dive into what Q2 earnings reports are signaling about the state of the economy and markets. They discuss Microsoft's earnings miss on cloud/AI growth, AMD's strong AI-driven results, and what it means for the tech sector outlook. The hosts also highlight weak earnings from consumer-facing …
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In this episode of "The Capitalist Investor, hosts Derek ("Diamond Hands D") and Luke Lloyd ("Cool Hand Luke") discuss various aspects of financial planning, focusing particularly on taxes and 401(k) plans. With Tony absent, the duo ensures his favorite segment, the "Planning Corner," continues to deliver valuable insights. The discussion kicks off…
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In this episode of The Capitalist Investor, hosts Luke Lloyd and Derek delve into the intersection of technology and economics, focusing on a recent major disruption caused by CrowdStrike. This incident led to the "blue screen of death" on 8.5 million Windows computers, effectively shutting down numerous businesses and causing chaos across various …
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In this episode of "The Capitalist Investor," hosts Derek and Luke Lloyd delve into significant political developments and their economic implications. The key focus is the unexpected exit of Joe Biden from the 2024 presidential race, with Kamala Harris stepping in as his successor. Luke discusses historical market trends during election cycles, pa…
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The latest episode of Capitalist Investor, hosted by Luke, Tony, and Derek, packed a punch with robust discussions on several pressing financial topics. Here's a recap of the five hottest topics discussed during the episode: 1. Small Cap Stocks Surge Small cap stocks have been on a tear recently, showing significant upward momentum. The hosts attri…
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In the latest episode of the Capitalist Investor, hosts Derek, Tony, and Luke dive deep into crucial strategies for optimizing your financial health. If you missed it, here are the top five hot topics that were discussed: 1. The Necessity of a Second Opinion One of the major topics brought up in this episode is the value of seeking a second opinion…
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Welcome to the latest episode of the Capitalist Investor, where hosts Derek, Tony, and Luke delve into the most pressing financial and economic developments affecting investors today. In this episode, the crew tackles a number of hot topics, offering keen insights and thoughtful analysis on recent events and their potential market impact. Here are …
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Join Tony, Luke, and Derek in this exhilarating episode of "Capitalist Investor" as they dive into the latest market updates amidst election uncertainties. Get their expert analysis on how the political landscape might influence the economy for the rest of the year. They also break down the shocking 25-30% dip in Nike’s stock, exploring whether the…
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Join hosts Derek, Tony, and Luke on this insightful episode of the Capitalist Investor as they delve into the misconceptions surrounding the stock market's current highs and the underlying economic factors at play. From rising unemployment rates and the fluctuating housing market to the alarming trends in ACT scores and credit card debt, the trio e…
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In the latest episode of The Capitalist Investor, hosts Derek, Luke, and Tony discuss a variety of crucial topics that resonate with both seasoned investors and newcomers to the financial world. Let's break down the five hot topics that dominated this episode: 1. Taking Unnecessary Risks Tony brings to light the often-overlooked issue of unnecessar…
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In this week's engaging episode of the Capitalist Investor, hosts Derek, Tony, and along with guest Dave Abate, delved into some crucial financial planning subjects. Here are the top five hot topics discussed: 1. Common IRA Mistakes Derek kicked off the discussion by underscoring common mistakes people make with their IRAs. A major point was the co…
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Welcome to another insightful episode of the Capitalist Investor podcast! This week, our hosts Dave, Derek, and Tony delved into some pressing issues surrounding retirement planning and information overload. As financial advisors with a wealth of experience, they tackled these topics with clarity and expertise. 1. Information Overload in Retirement…
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🔊 Welcome to The Capitalist Investor Episode! In this episode, Cool Hand Luke and Tony the Tiger are joined by special guest Mike Hudzinski, a patent attorney with a wealth of knowledge on various trending topics in technology and finance. We deep-dive into the future of electric vehicles, the challenges with our power grid, and fascinating insight…
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In the latest episode of the Capitalist Investor, hosts Tony and Luke, alongside guest Mike Hudzinski, a patent attorney and a returning guest, delve into some of the most pressing economic and job market trends of the day. Here are the five hot topics that dominated this week's discussion: 1. The Rise of Public Sector and Healthcare Jobs Luke open…
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The latest episode of the "Capitalist Investor" podcast featured hosts Tony and Luke with special guest Mike Hudzinski, a prominent patent attorney from Tucker Ellis LLP in Cleveland. The trio delved into the intricate world of AI, patents, and the broader economic landscape. Here are five hot topics from the episode that shed light on the future o…
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Retirees facing inflation woes lead to a discussion on financial planning and adjusting investment strategies. Tony, Derek, and guest Dave Abate explore the impact of rising prices on fixed incomes, the necessity of adapting to inflation, and the importance of diversification in the market. The trio also touches on the surprising cost of fast food …
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Explore the hot topic of Nvidia's market domination and whether it's the right time to invest with host Derek, Tony, and Dave Abate. Delve into the intriguing dynamics of Nvidia's growth, valuation comparisons with tech giants, potential risks, and the importance of strategic investments like AMD. Learn about dollar-cost averaging to mitigate risks…
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Join Derek, Tony, and guest Dave in this episode of The Capitalist Investor as they discuss ways to stay ahead of financial risks like tax increases, inflation, and market volatility. Discover the importance of proactive financial planning to navigate uncertain economic climates and ensure a secure financial future. Learn how to optimize your portf…
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In this insightful episode of Capitalist Investor, hosts Luke, Tony, and Derek dive deep into "The Repercussions of Biden's Tax Plan." They discuss the anticipated changes to federal income tax rates, capital gains tax, corporate taxes, and other key aspects of the proposed tax legislation. The trio breaks down how these changes could significantly…
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Welcome to this week's episode of the Capitalist Investor, "Planning your Retirement Phases: Accumulative vs Distribution." Join hosts Derek, Tony, and Luke, along with special guest VO, as they delve into the complexities of financial planning for retirement. From the intricacies of the accumulation and distribution phases to the impact of tax eff…
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Welcome back to another exhilarating episode of "The Capitalist Investor"! In this episode, your favorite hosts Derek, Tony, and Luke delve into some sizzling topics in sports and finance. From the buzzing controversy around Caitlin Clark’s Olympic snub to predictions for the U.S. Open, this episode is packed with insightful analysis and engaging d…
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Join us on this week's episode of the Capitalist Investor as hosts Derek Gabrielson (aka Diamond Hands D), Tony Zabigala (Tony the Tiger), and Luke dive into the latest data from the job market and its implications for the economy. With U.S. job openings dropping to 8.1 million from 8.35 million, the hosts debate whether this signals a cause for co…
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In the latest episode of the *Capitalist Investor* podcast titled "Transferring Wealth: Estate Planning 101," hosts Luke, Derek, and Tony delve into crucial aspects of estate planning that every investor should know. Here are the five hot topics discussed in this insightful episode: 1. The Importance of Beneficiary Forms Tony opens the discussion b…
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Five Hot Topics from the Capitalist Investor: Inflation’s Impact on Retirement In this week's episode of the Capitalist Investor, hosts Derek and Luke dive into the crucial topic of inflation and its far-reaching effects on financial planning, especially as it pertains to retirement. Here are the five hot topics discussed in this enlightening episo…
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In this episode of the *Capitalist Investor*, hosts Derek and Luke tackle a medley of intriguing subjects that span tech investments, market dynamics, and personal experiences. Our co-hosts kicked things off with a light-hearted recap of the Indy 500 before diving into the sophisticated waters of tech market giants—specifically, Nvidia. Let's break…
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Title: Exploring 5 Hot Topics from the Capitalist Investor Podcast Episode on Population Collapse The Capitalist Investor podcast recently delved into a thought-provoking discussion on population collapse and its potential impact on various aspects of society and the economy. Hosts Derek, Luke, and Tony engaged in a lively conversation, touching on…
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Title: 5 Hot Topics from "Renting vs Buying a Home" - Capitalist Investor Podcast 1. Shifting Trends in Homeownership**: The hosts discussed the changing landscape of the American dream, noting how younger generations are leaning towards renting over buying. Factors such as flexibility, cost considerations, and lifestyle choices were highlighted as…
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In this latest episode of the Capitalist Investor, hosts Derek, Luke, and Tony dive into the ever-important topic of retirement tax objectives. With a mix of humor, hands-on advice, and deep dives into strategy, they tackle a myriad of pressing concerns for anyone planning for their golden years. Here are the five hot topics from this insightful ep…
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In the latest episode of the Capitalist Investor podcast, hosts Derek, Tony, and Luke dissected a Yahoo Finance article that delves into the shifting landscape of retirement expectations. With lively debates and thought-provoking insights, the trio navigated through various facets affecting modern-day retirement planning. Here are the five hot topi…
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Welcome to this week's recap of the Capitalist Investor podcast! In this episode, titled "Optimize Your Retirement: Tax-Efficient Withdrawals" hosts Derek, Tony, and Luke, alongside their guest VO, dived deep into crucial aspects of tax-efficient strategies for retirement. Here are the five hot topics discussed: 1. Importance of Tax Efficient Withd…
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As the world of finance continuously evolves, investors and enthusiasts alike are often left navigating a labyrinth of strategies, trends, and noteworthy events. This week's episode of the 'Capitalist Investor' podcast, featuring Tony "The Tiger," Cool Hand Luke, and Derek "Diamond Hands D," dissected a combination of meme stock phenomena and the e…
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In a riveting episode of The Capitalist Investor" hosts Derek and Tony dove deep into the implications of stock buybacks in the current financial climate. The discussion spanned a range of topics, offering valuable insights for investors and market watchers. Here are the five hot topics they covered: 1. Record-High Stock Buybacks: The episode kicke…
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Five Hot Topics from The Capitalist Investor Podcast Episode on Biden's Tax Agenda 1. Expiration of Trump's Tax Cuts In the recent episode of "Capitalist Investor," hosts Derek and Tony dove into the looming expiration of the Trump tax cuts set for the end of 2025. This expiration is pivotal, as it would automatically revert the tax brackets back t…
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In this week's illuminating episode of the Capitalist Investor titled "Taking Emotions Out of Investing," hosts Tony and Derek dove deep into the complexities of emotional investing and its pitfalls. The conversation was rich with insights and practical advice for investors looking to refine their strategies and optimize their financial outcomes. H…
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In a spirited discussion on the latest episode of the Capitalist Investor, co-hosts Tony, Luke, and Derek dove into some pressing economic concerns, with stagflation taking center stage. Here are the five hot topics they tackled, illustrating the complexities of the current economic landscape. 1. Stagflation – A Real Threat or Economists Crying Wol…
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In the latest episode of the Capitalist Investor podcast, hosts Derek, Tony, and Luke dived into some heated debates and insightful discussions around several essential consumer trends. Here are the top five hot topics they explored, shedding light on current market dynamics and consumer behavior: 1. Impact of High Commodity Prices on Discretionary…
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Welcome to the latest discussion overview from the Capitalist Investor podcast. In the most recent episode, hosts Derek, Luke, and Tony engaged in a vibrant conversation covering various critical themes in today’s financial landscape. Here are the five hot topics discussed that are reshaping how investors plan for the future: 1. The Impact of Finan…
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In this dynamic discussion on the "Capitalist Investor" podcast, hosts Derek, Luke, and Tony delve into the fascinating and potentially transformative idea of a stock market that operates around the clock. The conversation explores all angles of this concept, touching upon various hot topics that range from market efficiency to the emotional toll o…
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In the latest episode of The Capitalist Investor, hosts Derek, Tony, and Luke delve into crucial aspects of financial planning, emphasizing the creation of a "confidence plan." This week, they tackled the changing economic landscape and how to prepare for future uncertainties. Here are the five hot topics discussed: 1. Building a Confidence Plan fo…
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In this episode of the "The Capitalist Investor," hosts Luke, Tony, and Derek dive deep into the reasons behind Tesla's surprising stock performance post-earnings miss. This episode touched on several crucial topics that resonate with investors and tech enthusiasts alike. 1. Tesla's Earnings Miss and Stock Reaction: Despite missing the mark on both…
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