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Episodes

May 3, 2021

(EP. 29) Should you Invest with the Market at Highs?

Welcome to the Invest Smarter podcast. On this show, we aim to leave you a smarter investor by the end of every episode. We will simplify investing, provide actionable ideas, and discuss timeless investing wisdom. In this epi...

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April 26, 2021

(EP. 28) Risk of Retiring at a Market Peak & 40% Capital Gains Tax?

In this week's show we cover: Biden's proposed taxes Risk of retiring at a market peak Dogecoin and Reddit Investing in what you understand- Peter Lynch Passive investing shortcomings Bill Miller's Q1 market letter Housing bo...

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April 19, 2021

(Ep. 27) Welcoming our first guest: Julian Krinsky

We are very excited to introduce our first guest to the podcast. Julian Krinsky is the founder of the Julian Krinsky School of tennis, Julian Krinsky Camps and Programs, and The Julian Krinsky Business School, and more. He ...

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April 12, 2021

(EP. 26) The Fed Isn't Printing as Much Money as it Looks Like

In this week's show, we cover a whole range of topics from the Archegos family office blowout, Jamie Dimon's shareholder letter, China investing in Africa, the housing boom, value's mean reversion potential, and more.Please s...

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April 5, 2021

(EP.25) Are Growth Stocks Dead?

Are Growth Stocks Dead? Have you heard the saying, "if it's in the news, then it's in the stock?" If you have watched CNBC recently, you would constantly hear the narrative that value stocks are back and growth stocks are don...

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March 29, 2021

(EP. 24) Are Target Date Fund's Your Friend? & The New ETF: Custom In…

In this week's episode, we explore a study that shows that target-date funds in your 401K can actually hurt your performance over time. We look into how custom indexing is making ground, and how it has advantages to ETFs from...

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March 22, 2021

(Ep. 23) Cathie Wood's Capacity Problem, Bitcoin's Green Problem, and…

This week's episode was a blast to record. We start off by covering a great piece from Morningstar about the challenges Cathie Wood and her Ark funds are likely to face now that her funds are enormous. We chat about the Fed a...

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March 15, 2021

(EP. 22) The Size of the Emerging Market Opportunity is Mind-Boggling

In this week's show, we go over the stimulus package that was just passed and what it means. Of particular interest is the guaranteed income over the course of the next year to families with children. Without a doubt, this is...

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March 6, 2021

(EP. 21) Staying Calm as ARK Funds Continue Sell-Off as Rotation Inte…

What a week! One of my favorite stocks, Digital Turbine (APPS), hit a 52 week high on Tuesday on great news and proceeded to drop 35% in the Span of 72 hours! This is a microcosm of what is happening across the board in stock...

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March 1, 2021

(Ep. 20) With Rates Rattling the Market, will the High Flying Technol…

In this week's episode, we chat about how rates rising have rattled the market a little bit. We discuss the mechanics of why this happens and tie it to the big picture of inflation expectations. We wonder which sectors would...

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Feb. 22, 2021

(EP.19) Roku, Is inflation coming, and why Asset Allocation may need …

In this week's episode, we spend the bulk of our time talking about inflation. It has been one of the most frequent questions we have received recently. When you Google search, "Is inflation coming?", you seem to find that fo...

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Feb. 16, 2021

(EP. 18) Cathie Wood's Thoughts on Bubbles, & Google Trends Forecasti…

We know, we keep bringing up bubbles and Cathie Wood. Why? Cause everyone keeps talking about bubbles and Cathie Wood! And over the last couple of weeks, Cathie even talked about why she thinks we aren't in a bubble. So Cathi...

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Feb. 8, 2021

(EP. 17) The Business of Being Bullish

The lowest 2021 S&P 500 large bank price target is 3800, which is essentially where we are. In 12 of the last 15 years, the consensus end of year S&P 500 price target has been overestimated. Being bullish is good for business...

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Jan. 29, 2021

(EP.16) Gamestop and the Gamified Stock Market

Hey guys so every week or every other week (still deciding), I'm going to have another version, call it a subchannel, of the podcast where I spend 15-20 minutes talking about what's on my mind regarding the markets, what I'm ...

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Jan. 25, 2021

(EP. 15) Why it's Time to get a Financial Advisor

In this week's episode, we switch it up a bit. We talk about the value of financial advisors and why they can be such a valuable partner in your journey. Especially after 2020 when, ironically, investing felt so easy for a lo...

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Jan. 19, 2021

(EP. 14) Investing in Space, the OLED Revolution, and Real Esate Cras…

In this episode, we talk about A new way to invest in space (coming soon) The state of the market The ongoing OLED revolution, and lessons learned from investing in it Why a housing crash is probably not in the cards in 2021 ...

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Jan. 11, 2021

(EP. 13) 2021 Outlook, the Coming Millenial Boom, and the Costco Expe…

In this weeks episode, we talk about the following: Why you should not wait for the market to drop to buy stocks, 2020 Recap, 2021 Outlook, Why we love Costco, Value buying and avoiding value traps, stock market performance u...

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Jan. 4, 2021

(EP. 12) Tesla, Investing in Innovation, Market Cycle Investing

In this week's show we talk about: Tesla Ark Funds and how they invest in innovation How innovation is bubbly Passive funds vs. active funds historically Economic Activity collapses, but not the stock market Market Cycle Inve...

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Dec. 21, 2020

(EP.11) IPO Euphoria, Passive Investing Dangers, and Gen Z Investing …

In this week's show, we discuss recent IPOs and IPOs in general. We talk about why and how IPOs are priced and how they can trade at such different prices on their first day of trading. We then move into a discussion revolvin...

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Dec. 6, 2020

(EP. 10) Can Bitcoin Help Diversify your Portfolio, and the Market is…

Over the past couple of weeks, we have seen bitcoin make a new high for the first time since 2017. This time, it feels a little less euphoric as more big names admit it is here to stay. We discuss if it could make sense in a ...

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Nov. 30, 2020

A Stay-at-Home Black Friday and End of Year Volatility? (EP.9)

In this week's show, we talk about Black Friday. This year Black Friday will look a lot different. A lot more online shoppings and perhaps a lot less impulse shopping. We also discuss some market calls from some top market wa...

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Nov. 23, 2020

Momentum Investing Pitfalls, Tesla's Valuation, and Roth IRA Strategy…

This week we talk about the state of the market in terms of market leadership. Momentum investing has pitfalls. Inherently, momentum always comes to an end. A long-time skeptic of Tesla, Morgan Stanley upgrades Tesla, and we ...

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Nov. 16, 2020

The Vaccine, Long-Term COVID pain, Bubble? (EP.7)

In this week's show, we talk about the vaccine and why stocks reacted the way they did. We talk about some of the long-term implications COVID-19 will have on the economy. We also talk about whether or not the stock market is...

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Nov. 9, 2020

Oil prices, investing like Bill Miller, and an exciting way to play e…

In this week's show, we talk about oil prices and where they may be headed next year. We talk about how the price of oil seems to have become less important to the market. We dive into an investor letter from Bill Millers Eq...

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