Capitalist Investor
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, how Biden’s tax plans might hit different income levels, or the buzz around a big golf tournament, you’ll come away with a solid grip on how these issues could shake up your financial world. Perfect for investors, retirees, or just anyone keen to keep up with the financial universe, "Capitalist Investor" makes the complex understandable and entertaining.
Capitalist Investor
U.S. Dollar In Jeopardy? CPI Disinflation & Upcoming Earnings, Ep. #173
Welcome back! The Capitalist Investors discuss the Masters, earnings season, the US Dollar, and the former Twitter now known as X. The conversation focuses on the Consumer Price Index (CPI) and its improvement, the Fed's hawkish stance, and the difference between deflation and disinflation. The numbers released this morning showed that year-over-year inflation was 5% compared to the expected 5.1%, and month-over-month was 0.1% instead of 0.2%. The biggest increases in inflation came from transportation, electricity, and food away from home, while the biggest decreases were in gasoline, energy, commodities, fuel, and oil. The conversation discusses the potential for an increase in inflation due to energy prices rising again, the possibility of shifts from small regional banks to bigger banks, and the loan loss reserves of banks. They also speculate that banks will blame the Federal Reserve for raising rates and causing economic instability. In the end, what do you need to know?
Timestamps
0:00:00
Heading: "The Legend of Tiger Woods and John Daly: A Conversation"
0:02:20
Earnings Season, CPI Numbers, and the US Dollar: A Financial Discussion
0:04:09
Heading: Inflationary Trends and Disinflationary Forces in the US Economy
0:05:58
Heading: Analysis of Potential Inflationary Pressures Following Energy Spikes
0:08:36
Heading: Impact of Federal Reserve and Uncertainty on Business Owners and Middle Class
0:10:28
Heading: Earnings Growth Projections for 2020: Discretionary Sector Expected to Lead with 36% Growth
0:12:23
Conversation Summary: Comparing Prices of Disney Cruise and MSC Cruise
0:14:37
Heading: The Impact of the US Dollar on International Currencies
0:16:22
Discussion on the Possibility of Economic Warfare and the US Dollar's Role in the Global Economy
0:19:04
Conversation on the US Dollar, Twitter Name Change, and Elon Musk's Vision for X App
0:23:06
Conversation Recap: Masters Tournament and the Impact of the Live Tour on Golf
0:28:03
"Exploring the Unfairness of Professional Golf: A Discussion on the PGA Tour and Minor Leagues"