Best Psx Podcasts (2025)

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February 15th, 2025 | AI Electricity Usage, Mag Seven, Producer Prices, Credit Card Interest, Dollar Tree, Inc. (DLTR), Grand Canyon Education, Inc. (LOPE), Mondelez International, Inc. (MDLZ) & (PSX) 55:40

27d ago55:40

55:40

How much electricity will AI need?To train AI models companies use graphics processing units, also known as GPUs. They are now starting to build larger clusters of GPUs, which requires even more electricity. How much electricity you may ask? AI data centers use about 30 Megawatts of electricity at a time. If you don’t understand megawatts, let’s ju…

1
March 8th, 2025 | Church Pension Plans, Structured Products, Job Report, Avoid State Taxes from Federal Debt, Sempra (SRE), The Mosaic Company (MOS), Zoom Communications (ZM), & Discover (DFS) 55:40

5d ago55:40

55:40

Church pension plans may be at riskI hate to say this because we all want to believe that one of the safest places to go is church. Unfortunately, there are church pension plans like Saint Claire’s Hospital in Schenectady, New York and Saint Joseph Hospital in Rhode Island that had no or very little money left for retirees when it was time for thei…

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March 1st, 2025 | Home Sales, Home Sellers, Overpriced AI, Berkshire Hathaway, Full Retirement Age, Freeport-McMoRan Inc.(FCX), Qualcomm Incorporated(QCOM), Super Micro Computer (SMCI) & (LLY) 55:41

12d ago55:41

55:41

Home sales are starting to look weakLast week we saw the release of existing home sales in the month of January and the decline was far bigger than expected. The number of units sold on an annual basis was 4.08 million, which was a decline 4.9% compared to the prior month. Analysts were expecting a smaller decline of 2.6%. While inventory remains t…

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February 22nd, 2025 | Senior Housing Market Boom, Young Investors, Weak Consumer Sentiments, Tax Traps with Rentals, Intel Corporation(INTC), Illumina Inc.(ILMN), The Kraft Heinz Company(KHC) & (HIMS) 55:37

19d ago55:37

55:37

Will the senior housing market boom continue going forward?Investors may think with the population getting older that investing in senior housing could be a great investment going forward. They could be right as the oldest boomers turn 80 at the end of this year. What’s even more amazing is that the US population of 80-year-olds and older will hit …

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Shogun (1986) 1:07:19

21d ago1:07:19

1:07:19

Tonight on GeekNights we review Shogun, released as part of the Milton Bradley Gamemaster series that we reviewed back in 2006. Renamed to Samurai Swords and then to Ikusa, we revisited it with pro tabletop players this past weekend. We're a lot wiser about game mechanics and game design here in 2025, and this game holds up surprisingly well except…

1
February 8th, 2025 | Job Openings, Jobs Growth, Climate Mutual Funds, Private Equity, 401(k) Loans, Fox Corporation (FOXA), PVH Corp. (PVH), Dollar General Corporation (DG) & (UPS) 55:40

1M ago55:40

55:40

Job openings post a sharp declineThe Job Openings and Labor Turnover Survey, also known as the JOLTs report, showed job openings of 7.6 million in the month of December. This was below the estimate of 8 million and the reading of 8.09 million in the month of November. While this may sound disappointing, this still leaves the ratio of open jobs to a…

1
February 1st, 2025 | 2025 Bank Earnings, DeepSeek News on AI, Custodians are not Fiduciaries, GDP Growth, Tax Time, Electronic Arts Inc. (EA), CSX Corporation (CSX), Dole PLC (DOLE), Juniper... 55:40

1M ago55:40

55:40

What bank earnings reveal for 2025Most big bank earnings are out now and the news and the guidance did lean on the positive side. A concern was revealed, which was no surprise to us that loan growth was only up 1.1% from a year ago. It is expected to see loan growth for 2025 of around 2.6%. Bank of America was the big winner here reporting loan dem…

1
January 25th, 2025 | Reduced Regulations for Businesses, Tariffs, Liquor Sales, Mortgages, Costco Wholesale Corporation (COST), Oracle Corporation (ORCL), The Walt Disney Company (DIS) & (GD) 55:40

2M ago55:40

55:40

Businesses should do well with reduced regulations going forwardReducing regulations saves companies both time and money and time is always money. Starting in 2025, it is expected that for every new regulation that goes on the books, 10 regulations must be eliminated. I was unaware of what is known as the congressional review where a new President …

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January 18th, 2025 | Millennials and Home Buying, Inflation, TikTok, Capital Gains and IRMAA, Moderna, Inc. (MRNA), Signet Jewelers Limited (SIG), Teladoc Health, Inc. (TDOC) & Qorvo, Inc.(QRVO) 55:40

2M ago55:40

55:40

Millennials are a little gun shy on buying a home, but they have good reason to be concernedLooking back 30 to 40 years ago when families purchased a home, they did it as a place to raise a family and they weren’t so focused on how much money the house would be worth in the short term. Millennials who were born between 1981 to 1996 and are now betw…

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January 11th, 2025 | JOLTs , Apple Intelligence, Tariffs, Catch-Up Contributions, Expand Energy Corporation (EXE), Paychex, Inc. (PAYX), Cintas Corporation (CTAS) & United States Steel Corporation (X) 55:40

2M ago55:40

55:40

The job report was good, but why is that bad?Before we go into why the good report was bad, let’s talk about some of the data. The expected number of payrolls was 155,000, which came in well above that at 256,000 jobs for the month of December and also increased from November when it was 212,000 jobs. This high increase in payrolls caused unemploym…

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Moorland (2023) 43:46

2M ago43:46

43:46

Tonight on GeekNights we review Moorland (2023). We played it twice at PAX Unplugged and it's a solid game with two novel mechanics. In the news, New York's congestion relief pricing is already fantastic, Valve makes insane money per employee, and two Gundam tabletop games are coming. Related Links Discord Chat Moorland (2023) Forum Thread Moorland…

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January 4th, 2025 | Fraud, Airline Stocks, Private Prison Boom, Social Security Changes, Tidewater Inc (TDW), Constellation Brands, Inc. (STZ), Carvana Co. (CVNA) & VeriSign, Inc. (VRSN) 55:40

2M ago55:40

55:40

Watch out for record fraud when shopping. With technology, shopping has become so easy and set records in 2024 of around $5.3 trillion. While this by itself is a problem as some people are over shopping, it has also invited more fraud than ever before and for the first three quarters of 2024 there was an increase of 14.5% to $8.7 billion of shopper…

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December 28th, 2024 | Oil Demand, Understanding Compounding, AI Stocks, Double and Triple Taxation, Macy's, Inc (M), Xerox Holdings Corporation (XRX), PepsiCo, Inc (PEP) &Mastercard Incorporated (MA) 55:40

3M ago55:40

55:40

We could see a huge increase in oil demand in 2025!With oil trading under $70 a barrel, gas prices have continued to fall. But unless the world starts producing more oil in 2025, we could see a big reversal in the price of oil. I base that on an estimate from the International Energy Agency as they expect a huge increase in the demand of oil. They …

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December 21, 2024 | Investing, Pharmacy Benefit Managers (PBM), Stock Market Fall, Funding an HSA, Netflix, Inc. (NFLX), RH (RH), Broadcom Inc. (AVGO) & Occidental Petroleum Corporation (OXY) 55:40

3M ago55:40

55:40

Is investing just looking too good these days?When everything is going up including stocks, commodities and cryptocurrencies, one has to stop and think is this the top? In November US equity trading increased by 38% compared to November 2023. The last time we saw this type volume was in 2021 when meme stocks were the major craze. The CEO of Robinho…

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December 15th, 2024 | Upcoming Stock Market Correction, Oil Drilling Technology, Inflation, Charitable Gifts, The Cigna Group (CI), The Kroger Co. (KR), The PNC Financial Services Group, Inc. (PNC).. 55:40

3M ago55:40

55:40

You should be prepared for the upcoming stock market correction!At Wilsey Asset Management we are prepared for an upcoming correction in the stock market. That doesn’t mean we or you should sell all your positions and go to cash. What it does mean is you should take a close look at your portfolio and see if you’re over concentrated in certain posit…

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PAX Unplugged 2024 1:01:27

3M ago1:01:27

1:01:27

Tonight on GeekNights, we consider PAX Unplugged 2024. It was a top tier PAX. In the news, the Rangers aren't doing well, Marvel Overwatch is exactly what it looks like, and Fortnite has to pay back the kids it ripped off. Related Links Forum Thread PAX Unplugged 2024 Discord Chat PAX Unplugged 2024 Bluesky Post PAX Unplugged 2024 Things of the Day…

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December 7th, 2024 | Job openings, labor markets, Holiday spending, 24 hours Trading, Tax Problems with Overconcentrated Portfolios, Intel Corporation (INTC), Target Corporation (TGT), The Gap, Inc... 55:40

3M ago55:40

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Job openings remain strong, what does that mean for our economy?The Job Openings and Labor Turnover Survey, also known as the JOLTs Report, showed job openings of 7.74 million in the month of October topped expectations of 7.5 million and increased from September’s reading of 7.4 million. While it was nice to see the increase, I wouldn’t be surpris…

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November 27, 2024 | Educational show where Brent and Chase Wilsey discuss fundamental analysis and how they use it to manage their $700M portfolio 55:40

4M ago55:40

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By Brent & Chase Wilsey

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Obelus (2024) 45:10

4M ago45:10

45:10

Tonight on GeekNights, we review Obelus. A re-implementation of Dark Spires designed by Chris A. Williams, it's a quick abstract two-player game that's worth having in your bag. In the news, The Magic Commander Format, recently embroiled in capitalist drama, is getting a digital version, and the itch.io Creator Day sale is this Friday! Related Link…

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November 23, 2024 | SEC Changes, CEO of MicroStrategy, Housing Market, IRA Income Limits, Comcast Corporation (CMCSA), Delta Air Lines, Inc. (DAL) & Alphabet Inc. (GOOG) 55:40

4M ago55:40

55:40

Changes in the SEC under Trump that you should knowThere will be many changes under Trump, but for investors the SEC, which is also known as the Securities and Exchange Commission could be a big one. The current head of the SEC, Gary Gensler, is likely gone for sure. He has been tough on Wall Street and even tougher on cryptocurrencies. It is likel…

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November 16th, 2024 | Consumer Spending, Tariffs, Inflation, Work Income vs Retirement Income, Honeywell International Inc. (HON), Dominos Pizza, Inc. (DPZ) & Bristol-Myers Squibb Company (BMY) 55:40

4M ago55:40

55:40

Are you spending like other consumers?Retail sales in the month of October showed an impressive gain of 2.8% compared to last year. With lower gasoline prices, gas stations were a major negative as they declined 7.1% compared to last year. If this group was excluded from the headline number, retail sales would have been up an even more impressive 3…

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November 9th, 2024 | Dow Jones (DOW), Election, Retirement, Taxable Social Security, First Solar, Inc. (FSLR), Five Below, Inc. (FIVE) & Sherwin-Williams Company (SHW) 55:40

4M ago55:40

55:40

Major changes to the Dow Jones you should know about!The Dow Jones has changed again as Nvidia (NVDA) replaced Intel (INTC) and Sherwin-Williams (SHW) replaced Dow Inc. (DOW). The most recent change in the Dow Jones came on February 26th when Amazon (AMZN) replaced Walgreens (WBA). With the addition of Nvidia, much of the Mag Seven will now be pres…

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November 2nd, 2024 | Presidential Elections, Job Openings, Job Report, The GDP, Retirement Plan Allocations, Chewy, Inc. (CHWY), Genuine Parts Company (CPG) & ASML Holding (ASML) 55:40

4M ago55:40

55:40

Don’t let the presidential election be your investment indicatorPresidential elections, especially this one, make people become very emotional, but don’t let that sway you away from investing. Looking back to 1950, the S&P 500 index gained 12.1% per year under Democrats and 7.1% under Republicans. So based on that tad bit of information, you would …

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October 26th, 2024 | T-Bills, Tesla, Luxury Brands, Inheritance Issues with Annuities, Capri Holdings Limited (CPRI), Expedia Group, Inc. (EXPE) & Highwood Properties, Inc. (HIW) 55:40

5M ago55:40

55:40

T-bills could be your worst investmentRight off the bat you’re thinking what how could they say such a thing? Warren Buffett has hundreds of billions of dollars in T-bills! Why do we think it’s the worst investment? First off, Warren Buffett spends all day long reading, researching, analyzing and when he sees a good value investment, he will likely…

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October 18th, 2024 | Private Equity, Gas Prices, Money Spending, Income Tax vs Property Tax on Inherited Property, Sirius XM Holdings, Inc. (SIRI), Vistra Corp. (VST) & Etsy, Inc. (ETSY) 55:40

5M ago55:40

55:40

Where does private equity invest the money, you give them?Private equity invests money in many different areas, but the problem that they are having is that both them and venture-capital are sitting on $2.6 trillion, which is a record high. Ultimately, they are having a hard time finding where to invest. A private equity firm generally has to earn …

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The Legend of Zelda: Echoes of Wisdom 55:21

5M ago55:21

55:21

Tonight on GeekNights, we review The Legend of Zelda: Echoes of Wisdom. It's a Zelda game and you probably should play it. In the news, the big Nintendo leak isn't that exciting and Reiner Knizia’s SHOCKING Confession. Related Links Forum Thread The Legend of Zelda: Echoes of Wisdom Discord Chat The Legend of Zelda: Echoes of Wisdom Things of the D…

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October 12th, 2024 | Inflation, PPI (Producer Price Index), Gold (GLD), US Chicken Consumers, Retirement Goals, Roblox Corporation (RBLX), Tesla Inc. (TSLA) & Pinterest, Inc. (PINS) 55:40

5M ago55:40

55:40

Inflation comes in hotter than expected, is that a problem?The Consumer Price Index (CPI) showed September headline inflation was up 2.4% compared to last year, which was a little higher than the estimate of 2.3%. Core CPI, which excludes food and energy was up 3.3% compared to last year and it also came in a little higher than the expectation of 3…

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October 5th, 2024 | Jobs data, Employment report, ILA Dockworkers strike, Money Market Funds, Spousal Social Security, Costco Wholesale Corp (COST), Humana Inc. (HUM) & LyondellBasell Industries (LYB) 55:40

5M ago55:40

55:40

More jobs data points to a healthy economyThe Job Openings and Labor Turnover Survey (JOLTs) showed a surprise increase in the month of August. Openings totaled 8.04 million, which topped the estimate of 7.64 million and July’s reading of 7.71 million. While this is still well off the highs from just a couple of years ago, there are still 1.1 avail…

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September 28th, 2024 | Housing Problem, iPhone 16, ETF’s, Tax Code, Third Type of Retirement Account, Uber Technologies (UBER), Lennar Corporation (LEN) & Alibaba Group Holding Limited (BABA) 55:40

6M ago55:40

55:40

We do have a housing problem in this country, but it may not be the one you’re thinking.The price of homes has continued to rise and it has left some people out of the housing market, but that may not be a bad thing. I say that because people are doing anything they can to buy a home at these high prices. This includes risky endeavors like cashing …

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September 20th, 2024 | Retail Sales, Fed’s Rate Cut, S&P 500, Dividends, Rate Reductions for Refinancing, Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU) 55:40

6M ago55:40

55:40

Retail sales shows the consumer is still spendingAugust retail sales were expected to decline 0.2% in the month, but the consumer was more resilient than anticipated as they actually grew 0.1% compared to the month of July. Compared to last August, retail sales were up 2.1%. Gas stations were the biggest negative in the report as lower prices for o…

1
Friends vs Friends 48:36

6M ago48:36

48:36

Tonight on GeekNights, we review Friends vs Friends. It's a fantastic quick arena-duel FPS with cards. It evokes the feeling of playing weird mods against your friends online in 1998. In the news, PAX Unplugged is December 6-8, the keynote speaker is Elizabeth Hargrave (of Wingspan fame), "hard mode" is a great way to frame handicapping in games, M…

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September 14th, 2024 | Derivatives, Interest Rate Cuts, Health Insurance Premiums, Home Owning Tax Benefits, Topgolf Callaway Brands (MODG), United States Steel(X), McDonald's (MCD) 55:40

6M ago55:40

55:40

Another lesson on why investors should stay away from derivatives The well-known mutual fund company, Franklin Templeton, has a division known as Western Asset Management, WAM. Please do not confuse that with our investment firm, Wilsey Asset Management, also referred to as WAM. Western Asset Management received a Wells Notice from the Securities a…

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September 7, 2024 | The labor market, Economy, Price Gouging, Roth Conversions, DraftKings Inc. (DKNG), Dollar General Corporation (DG) & Dell Technologies (DELL) 55:40

6M ago55:40

55:40

The labor market continues to softenThe Job Openings and Labor Turnover Survey (JOLTs) showed job openings continued to fall across the country in the month of July. It was reported that available positions fell to 7.67 million in the month, which 237,000 lower than June’s downwardly revised number and well below the estimate of 8.1 million. While …

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August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP) 55:40

6M ago55:40

55:40

Inflation report pretty much solidifies a rate cut in SeptemberPersonal consumption expenditures prices (PCE) were right in line with expectations as they increased just 2.5% in the month of July. Core PCE, which is the Fed’s preferred measure came in at 2.6% and was slightly below the estimate of 2.7%. While both readings matched the June inflatio…

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Robo-Advisors, Inflation, Strategic Petroleum Reserve, Debt, Gold, SBUX, Tesla, Housing Prices, & Annuities 55:40

7M ago55:40

55:40

History shows robo-advisors failed to live up to the hype!When robo-advisors first came out years ago, people asked if I was worried about my career. I said no because I do believe that investing can be very complicated and a good advisor is worth it. I’m happy to report that has been the case. Robo advisors have only accumulated one trillion dolla…

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Slay the Princess 55:51

7M ago55:51

55:51

Tonight on GeekNights, Rym and Emily review Slay the Princess. It's a graphic novel philosophical horror game in a sense. It'll give you a lot to chew on and it's definitely worth playing! From Black Tabby Games, you may recognize Abby Howard from Penny Arcade's Strip Search! Related Links Things of the Day Forum Thread Slay the Princess Discord Ch…

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August 17, 2024 | Declining CPI, Retail sales data, separately managed funds, Umbrella Insurance, JB Hunt Transport Services (JBHT), Mobileye (MBLY) & Ulta Beauty (ULTA) 55:40

7M ago55:40

55:40

Declining CPI opens door to lower interest ratesInflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest reading since March 2021. Core CPI, which excludes food and energy was also positive as it came in at 3.2% which would mark the lowest reading since April …

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August 10, 2024 | Friendly Fraud, Google & Apple, US Debt, Tax Changes in 2026, Intel (INTC), Merck (MRK), Charles Schwab (SCHW) 55:40

7M ago55:40

55:40

“Friendly fraud” is costing businesses $100 billion a yearI was surprised to learn of a new term called friendly fraud. This is when a customer disputes a legitimate charge they made on their credit card, debit card, or another payment method. According to a recent survey,35% of Americans admit to committing this kind of fraud, and 40% know someone…

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The Legend of Zelda: Four Swords 46:23

7M ago46:23

46:23

Tonight on GeekNights, we review Four Swords, which was released in 2002 on the GBA as The Legend of Zelda: A Link to the Past and Four Swords. It's basically a tech demo/proof of concept for the real game released on the Gamecube which we reviewed back in 2009. You can play it online with friends on the Switch, and you probably should. In the news…

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August 3, 2024 | Employment Numbers, Venu Sports, Microsoft vs. Open AI, SoFi Technologies (SOFI), UPS (UPS) & DexCom (DXCM) 55:40

7M ago55:40

55:40

Did the markets overreact to employment numbers?Markets headed largely lower Friday morning after nonfarm payrolls grew by just 114,000 in the month of July. This was well below the estimate of 185,000 and the downwardly revised June number of 179,000. Total revisions for the previous two months led to numbers that were 29,000 lower than previously…

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July 27, 2024 | Q2 GDP, June PCE, WBD vs NBA Legal Battle & IRS and Inherited IRAs 55:40

8M ago55:40

55:40

Q2 GDP not as strong as the headline numbers showWhile Real Q2 GDP increased at a 2.8% annualized pace and easily topped the estimate of 2.1%, there were some likely one time impacts that lifted the numbers. The major outlier was the change in private inventories as it added 0.82% to the headline GDP number. As we discussed after Q1 GDP, private in…

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Jul 20, 2024 | Retail Sales, Oil Demand, Japan's Pension Fund and Spousal Social Security 55:40

8M ago55:40

55:40

Retail sales beats expectations but shows consumer is still softening.June retail sales came in flat compared to the previous month, this topped the expectation for a 0.4% decline. Compared to last June, retail sales were up 2.3%. Areas of strength included non-store retailers (+8.9%), food services and drinking places (+4.4%), clothing and clothin…

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July 13, 2024 | Inflation & Rate Cuts, PPI, Labor Market, Investing and Roth Conversions 55:40

8M ago55:40

55:40

Inflation continues to cool, creating more hope for rate cuts.The June Consumer Price index (CPI) rose 3.0% compared to last year, which was below last month’s reading of 3.3% and the expectation of 3.1%. Core CPI, which excludes food and energy rose 3.3% from a year ago. This was below last month’s reading and the expectation which were both 3.4%.…

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Beach Games 49:57

8M ago49:57

49:57

Tonight on GeekNights, we consider the games one can play at the beach. We've previously talked about the beach, and also Yard Games, so now we bring an intersection of the two. Also Beach Soccer and Terraforming Mars. In the news, the Nintendo Direct had some good stuff (especially the long awaited Metroid Prime 4) and you don't need an Xbox to pl…

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July 6, 2024 | Largest US Banks, Jobs Report, Labor Market, Risky Investing and Reviewing Mid-Year Income 55:40

8M ago55:40

55:40

Largest US Banks I continue to remain optimistic about investing in the large financials, specifically the money center banks. For the most part they trade at good valuations and the recent stress test shows they remain healthy. All 31 of the largest US banks passed the Federal Reserve’s annual stress test, which provided a hypothetical scenario wh…

1
Bosses (in videogames) 49:46

9M ago49:46

49:46

Tonight on GeekNights, we consider the concept of bosses in videogames. In the news, the Panthers win the Stanley Cup in the longest season in NHL history, Connor McDavid is awarded the Conn Smythe trophy but doesn't come out to claim it, and Founders of Reyvick might someday come. Related Links Forum Thread Bosses (in videogames) Discord Chat Boss…

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May Retail Sales, Annuities, New Car Sales and Social Security Earnings Limit 55:40

9M ago55:40

55:40

May Retail SalesMay retail sales showed the economy is continuing to decelerate, which is exactly what I think we need to see. The release showed retail sales were up 0.1% compared to last month, which missed the estimate of 0.2%. When looking at May 2023, retail sales were up 2.3%. While this doesn’t show a booming economy, I still believe it is a…

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June 15, 2024 | May CPI, May PPI, Private Investment Deals, Apple Stock and What should you do with your Annuity 55:40

9M ago55:40

55:40

May CPII would say I was very optimistic after the May Consumer Price Index (CPI) was released. Headline CPI increased 3.3% compared to last year, which was below the estimate and last month’s reading which both stood at 3.4%. Core CPI which excludes food and energy was up 3.4%, which was below the estimate of 3.5% and last month’s reading of 3.6%.…

1
Animal Well (2024) 51:13

9M ago51:13

51:13

Tonight on GeekNights, we review Animal Well. It's a beautiful and well made metroidvania. In the news, Civilization 7 is coming and Blades in the Dark is fantastic from session zero to terminal endgame. Related Links Forum Thread Animal Well (2024) Discord Chat Animal Well (2024) Things of the Day Rym - Don't touch AM transmitter towers Scott - Pr…

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June 8, 2024 | Jobs Report, JOLTs, NVIDIA and S&P 500, Natural Gas Prices and Game Stop 55:40

9M ago55:40

55:40

Jobs Report The Jobs Report showed the labor market continues to remain on good footing considering nonfarm payrolls rose by 272,000, which easily topped the estimate of 190,000. Strength occurred in health care and social assistance (+83.5K), leisure and hospitality (+42k), professional and business services (+33k), and construction (+21k). Govern…

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