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The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
28 OCT. 2024 · Episode 151 brings us the October spookies with Halloween upon us. We discuss the presidential election and the fear surrounding the outcome. How will the market react? How should you react?
We remind listeners of the cognitive bias called "Loss Aversion," which says we perceive losses as more psychologically damaging than gains of the same size. By a factor of 2 to 1, in fact. Remember this when you see all the political ads trying to keep you glued by informing you of all the horrible things the "other" candidate will do.
Our investment thesis for Rivian "$RIVN" is also discussed. Listen, research, and then decide if it could be an investment you'd be interested in.
14 OCT. 2024 · Not only is it our 150th episode, but it's also the second anniversary of the latest bull market. The latest stock market low happened on October 22nd, 2022! We discuss how long the average Bull market lasts and by what percentage the market typically rises.
We also discuss takeaways from 150 episodes of our little podcast and what I have learned. If you have something you've been wanting to try in your life, take the plunge.
6 OCT. 2024 · In this episode, we explore the stock market's performance through the third quarter. Here's a hint: It's done very well! The S&P just had its best performance through the third quarter since 1997!!!
Malcolm Gladwell just released his new book, Revenge of the Tipping Point. We discuss some of its themes and also look back at the original, published in 2000. In the original book "Tipping Point," Gladwell explored how tipping points happen, and we relate that to our personal lives. How much work do you need to put into yourself mentally, physically, and financially to get to where you want to be? It can be a grind, but we all must endure, and our older version of ourselves will be very thankful.
AI is already impacting us as we prepare for our Guy Spier interview next month. This week's update will share how we can use it on our podcast.
22 SEP. 2024 · The Federal Reserve finally blinked and lowered interest rates by .50 basis points. As I said in the last podcast, it would only take three days for me to be wrong, as I thought they would lower them by .25.
Cameron and I sit down in this episode and discuss why we think the Fed lowered by 50, the timing, the decision, and the repercussions that could be on the horizon for the market. We also discuss the Fed's dual mandate and why so much technology is rolling out without being complete... The download is coming soon, as they call it.
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.
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.
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.
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.
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.
25 AGO. 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.
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 AGO. 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.
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.
4 AGO. 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.
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.
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?
What are small, mid, large, and mega caps, anyway? In this episode, we also discuss capitalization.
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.
The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
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| Autor | L&L Podcast Group |
| Organización | L&L Podcasts |
| Categorías | Inversión |
| Página web | - |
| rpeckham@rydarequities.com |
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