Best Montgomery Real Estate Investor Podcasts (2024)

1
The Way of the Champion with Paul Rabil 1:00:41

3h ago1:00:41

1:00:41

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commi…

1
How Return on Investment Changes Based on Credit Score With PMI 41:53

6d ago41:53

41:53

How Return on Investment Changes Based on Credit Score With PMI Does your credit score really matter when you're buying rental properties? Sure, your credit score impacts the mortgage interest rate you can get with traditional mortgages. And yes, your credit score affects how much private mortgage insurance (PMI) will cost. Your credit score can al…

1
The Killer AI Device is Already in 2 Billion Pockets 22:32

8d ago22:32

22:32

CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…

1
Is It Better to Buy Rentals with 25% Down or All Cash After Buying an Owner-Occupant? 31:26

14d ago31:26

31:26

So, are you stressing out over higher mortgage interest rates and properties not cash flowing as well as they used to, or in some markets, not having positive cash flow at all... even with 25% down? What's a real estate investor seeking financial independence to do? In this class, we will compare two strategies. In both strategies, you first buy an…

1
Divergences Abound in the Nasdaq 26:19

16d ago26:19

26:19

Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition.…

1
The Impact of Buying Properties at a 5% Discount When Nomading™ 26:24

21d ago26:24

26:24

So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…

1
OnlyDans Redux 51:48

23d ago51:48

51:48

Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spendin…

1
Deal Alchemy™ - Black Box Cash Flow 31:56

28d ago31:56

31:56

Deal Alchemy™ - Black Box Cash Flow Deal Alchemy™ is all about manipulating returns to get the returns you desire most. One variation of Deal Alchemy™ has you think about your rental property investment as a black box. You put money into the black box, some magical things happen over the next few years and out pops profit which you can spend like c…

1
WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann 1:07:07

30d ago1:07:07

1:07:07

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced …

1
Warning - Risks of Rental Demand Declining When Investing in Real Estate 27:10

1M ago27:10

27:10

Warning - Risks of Rental Demand Declining When Investing in Real Estate Risk, risk, risk... Life is full of risks. To a limited degree, we get to choose which risks we voluntarily take on. For example, if you choose to invest in real estate, you choose to take on some additional risks that you might not—directly—face if you opt to invest in someth…

1
Not Your Mum's ChatGPT 32:51

1M ago32:51

32:51

Dan Nathan and Guy Adami are joined by Deirdre Bosa, host of CNBC's Tech Check, for an engaging discussion on the latest trends in tech and finance. The episode kicks off with a market overview, highlighting NASDAQ's new highs and the S&P's performance, while also touching on the impact of interest rates on tech valuations. Deirdre shares insights …

1
Private Mortgage Insurance Myths 27:24

1M ago27:24

27:24

Private Mortgage Insurance Myths Reputation can be a challenging thing. I have found, through many conversations with clients over the years, that Private Mortgage Insurance (PMI) has a questionable reputation with home buyers in general and investors in particular. However, much of its reputation is based on half-truths, bad information, lies, and…

1
The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa 37:34

1M ago37:34

37:34

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30). After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdr…

1
Warning - Risks of Neighborhood Decline When Investing in Real Estate 28:23

2M ago28:23

28:23

Warning - Risks of Neighborhood Decline When Investing in Real Estate Everything in life has risks. Not investing adds certain types of risks, while investing adds other risks. One risk that some real estate investors face is the possibility that the neighborhood they're investing in will decline, causing values and/or rents to drop. So, how do we …

1
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy 1:09:15

2M ago1:09:15

1:09:15

Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (…

1
How to Analyze a Duplex 21:04

2M ago21:04

21:04

How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…

1
When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse 35:31

2M ago35:31

35:31

On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), monetizing “Real Housewives of B…

1
How to Analyze Deals with Private Mortgage Insurance (PMI) 12:40

2M ago12:40

12:40

How to Calculate PMI If you're a house hacker, Nomad™, investor buying properties with less than 20% down, or buying creatively where the seller has PMI, you'll want to make sure you know how to analyze deals that have Private Mortgage Insurance. In this mini-class, James will cover how to analyze deals that have PMI, with an emphasis on doing it u…

1
Apple Investors On PINS & NVDAs 30:41

2M ago30:41

30:41

On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00). — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives'…

1
Is it Better to Pay Off Properties with Cash Flow or In Full When Nomading™? 36:02

2M ago36:02

36:02

In many cases—not all, but many cases—real estate investors can speed up the time it takes to become financially independent by choosing to pay off the mortgages on their properties early. Sometimes it makes sense to take every extra dollar beyond a healthy amount of reserves and aggressively pay off properties as quickly as possible. Other times, …

1
Big Tech Q1 Earnings Preview with Gene Munster 53:56

2M ago53:56

53:56

Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on …

1
Deal Alchemy™ - Residential vs Commercial Property 14:52

3M ago14:52

14:52

Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…

1
What’s Halvening in AI, FinTech & Crypto with Trevor Marshall 42:56

3M ago42:56

42:56

Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto. Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weeken…

1
Warning - Risks of Loan Called Due When Investing in Real Estate 30:13

3M ago30:13

30:13

Warning - Risks of Loan Called Due When Investing in Real Estate Investing in real estate adds some risk to an already risk-filled life. However, certain activities and strategies when investing in real estate create additional risks that other strategies and activities do not have. For example, choosing to utilize strategies where the lender has t…

1
A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord 1:11:39

3M ago1:11:39

1:11:39

Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is…

1
How to Analyze Buying a Rental Property at a Discount 36:48

3M ago36:48

36:48

How to Analyze Buying a Rental Property at a Discount in Montgomery Some real estate investors insist on only buying properties where they can purchase them at a significant discount. While not mutually exclusive, other investors insist on buying quality properties at a fair price as long as it gets them their desired returns and will stand the tes…

1
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive 1:01:18

3M ago1:01:18

1:01:18

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00), Later, they are joi…

1
How to Calculate PMI 13:29

3M ago13:29

13:29

How to Calculate PMI If you're planning to buy a property and put less than 20% down, you're likely to be required to pay Private Mortgage Insurance. Lenders prefer that you put at least 20% down, but if you insist on putting less than 20% down, they may still make the loan. However, they will usually do so at a slightly higher mortgage interest ra…

1
Nvidia GTC Debrief with Deirdre Bosa + Getting Book Smart with Literati’s Jessica Ewing and Katie Stanton of Moxxie Ventures 49:04

3M ago49:04

49:04

Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15). Later, Dan is joined by Katie Stanton of Moxxi…

1
Is it Better to Buy Rentals with 20% Down or For All Cash After Buying an Owner-Occupant First? 31:14

4M ago31:14

31:14

There are a large number of investing strategies you could pursue as a real estate investor: Nomad™, house hacking, fix and flip, buying 20% down rentals, buying 25% down rentals, saving up to buy free and clear rentals and many, many more options. Which is the best? Which gets you to financial independence fastest? Which gives you the highest net …

1
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management 35:15

4M ago35:15

35:15

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could im…

1
Deal Alchemy™ - Increasing Down Payment 19:59

4M ago19:59

19:59

Deal Alchemy™ - Increasing Down Payment There are four primary returns from investing in rental properties: appreciation, cash flow, debt paydown, and the tax benefits of depreciation. Additionally, there is a secondary return in the form of the interest earned on the reserves required to make the investment in the first place. Many real estate inv…

1
Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku 50:27

4M ago50:27

50:27

CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)? After the break, Dan is joined by …

1
Warning - Risks of Rental Property Expenses When Investing in Real Estate 43:08

4M ago43:08

43:08

Warning - Risks of Rental Property Expenses When Investing in Real Estate Risk is all around us. When we choose to invest in anything, we’re choosing to take on the additional risk characteristics of that investment. For example, when we choose to invest in real estate, we choose to take on the risk characteristics of the specific real estate inves…

1
Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA 1:02:04

4M ago1:02:04

1:02:04

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA …

1
How to Analyze a New Construction Single-Family Home Property 33:50

4M ago33:50

33:50

How to Analyze a New Construction Single-Family Home Property in Montgomery Your ability to analyze deals is arguably the most important skill as a real estate investor. It allows you to make smart investment decisions and helps you avoid making career-ending bad decisions, such as buying cash-flowing-sucking vampire properties. In this class, Jame…

1
Droughts & Fire: Kara Swisher’s Burn Book & Tech IPO Comeback with RBC’s Jesse Chasse 1:09:33

4M ago1:09:33

1:09:33

On this episode of Okay, Computer. Dan Nathan and Guy Adami sit down with Kara Swisher, author of Burn Book: A Tech Love Story, for an in-depth look at the book and her process for writing it. Later, Dan is joined by Jesse Chasse of RBC Capital Markets to discuss the state of the IPO market (47:30), lessons learned from SPACs/direct listings (53:45…

1
The 3 Strategies to Pay PMI 30:00

4M ago30:00

30:00

The 3 Strategies to Pay Private Mortgage Insurance (PMI) Whether they're putting 15% down and buying a non-owner-occupied property or utilizing an owner-occupied loan with 0%, 3%, 3.5%, or 5% down for Nomading™ or house hacking, some real estate investors will choose to put less than 20% down. With the decision to put less than 20% down comes the c…

1
What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal 1:05:34

5M ago1:05:34

1:05:34

On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00). After the break, Dan is joined by Ethan Agarwal, co-found…

1
Is It Better to Pay Off Rentals Early With Extra Cash Flow or Traditional Nomad™? 31:16

5M ago31:16

31:16

Investing in real estate is full of truthy-sounding falsehoods: it is always better to do X than Y. However, if you were crazy enough to sit down and do the math, you'd find the truth to be much more nuanced. For example, should you take all your extra cash flow and savings and apply it to your mortgages each month to pay off rental properties fast…

1
Funders & Founders with Rick Heitzmann & Zach Reitano + Deirdre Bosa Pods like a Billionaire 1:06:39

5M ago1:06:39

1:06:39

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like? Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Ca…

1
Deal Alchemy™ - Cash Flow to Debt Paydown 25:59

5M ago25:59

25:59

Deal Alchemy™ - Cash Flow to Debt Paydown There are four primary returns from investing in rental properties: appreciation, cash flow, debt paydown, and the tax benefits of depreciation. Additionally, there is a secondary return in the form of the interest earned on the reserves required to make the investment in the first place. Many real estate i…

1
Market Rests On Nvidia’s Shoulders + Reddit Co-Founder Alexis Ohanian & FirstMark's Rick Heitzmann on the AI Revolution 57:18

5M ago57:18

57:18

Dan Nathan and Deirdre Bosa talk Big Tech layoffs, microchips, plus the M&A space After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped h…

1
Warning - The Risk of Down Payment Size When Investing in Real Estate 47:42

5M ago47:42

47:42

Warning - The Risk of Down Payment Size When Investing in Real Estate Life is full of risks. When we choose to invest, we choose to take on additional risks. If we invest in stocks, we choose to take on certain risks. When we choose to invest in bonds, we take on different risks. When we choose to invest in real estate, we choose to take on additio…

1
The Fate of the Furious Five 28:47

5M ago28:47

28:47

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00) The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Headset Wars: Why it's Apple's to Lose (23:05) -- View our show notes here Learn m…

1
How to Analyze a 5% Down Single-Family Nomad™ Property 36:47

5M ago36:47

36:47

How to Analyze a 5% Down Single-Family Nomad™ Property in Montgomery Using the latest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™, we will walk through how to analyze a single-family home Nomad™ property with a 5% down payment. Learn how to analyze deals correctly and avoid buying cash flow vampires. Only buy the best dea…

1
New Year, New AI Winners with Gene Munster 59:28

5M ago59:28

59:28

Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). --- View our show notes her…

1
What Affects Your PMI Rate 16:35

6M ago16:35

16:35

What Affects Your PMI Rate Lenders prefer that you put at least 20% down, but if you push hard enough, many will allow you to put less than 20% down if you're willing to purchase insurance to protect them in case you default. This insurance is called Private Mortgage Insurance. The cost of this insurance depends on several factors. Some are primary…

1
Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware 26:40

6M ago26:40

26:40

Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year Topics Tech’s Recent Rally (1:00) Years of Efficiency For Tech Companies (5:30) The Year of AI Hardware (7:30) Apple As A Sneaky AI Play? Apple Offers Rare iPhone 15 Discou…

1
Is It Better to Rent or Buy an Owner-Occupant Property for 5% Down When Otherwise Buying 25% Down Rentals? 31:26

6M ago31:26

31:26

You're a real estate investor looking to acquire properties by saving up and putting 25% down. Should you buy an owner-occupied property first? What if that's more expensive than renting? Should you still do it? What if it means you'll be saving less for acquiring rentals by buying an owner-occupied property first? In this comparison class, we will…

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Montgomery Real Estate Investor Podcasts

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