138 episodes

The Capitalist Investor ties together relevant items that influence the stock market and your investments – from economics to politics to earnings to planning strategies. We cover all the bases. Ask us questions at info@swpconnect.com. You can also reach out to Mark Tepper on Twitter - @MarkTepperSWP

The Capitalist Investor with Mark Tepper Mark Tepper

    • Business
    • 4.9 • 85 Ratings

The Capitalist Investor ties together relevant items that influence the stock market and your investments – from economics to politics to earnings to planning strategies. We cover all the bases. Ask us questions at info@swpconnect.com. You can also reach out to Mark Tepper on Twitter - @MarkTepperSWP

    Economic Warfare In Taiwan, Biden Lied About Raising Taxes, Ep. #138

    Economic Warfare In Taiwan, Biden Lied About Raising Taxes, Ep. #138

    Headlines are reading all over the map lately and this week’s episode of “The Capitalist Investor,” sifts through them. In Episode #138 Derek, Tony, and Luke touch on the usual topics: taxes, inflation, recessions, and employment. But after Nancy Pelosi’s visit to Taiwan, new issues have arised and the threat of economic warfare is looming. What’s happening today domestically and internationally is something people will reflect on years down the road, but the guys aim to address it all now. 
    Outline of This Episode:
     ●  [1:45] Reactionary Acts and Bills 
    ●  [7:35] Pelosi’s visit to Taiwan 
    ●  [12:40] Global trade warnings 

    • 21 min
    What the Heck is a Recession... White House Changes Definition, Ep. #137

    What the Heck is a Recession... White House Changes Definition, Ep. #137

    Do you believe in coincidences? How attached are you to textbook definitions? This week, Derek, Luke, and Tony talk about politicians and corporations buying time – or perhaps pitching lies. As we approach the second quarter GDP reading, the White House quickly adjusted the concrete definition of a recession to soften the administration’s blow, meanwhile companies are holding back a bit of the blunt truth on their earnings calls. The guys also touch a bit on the latest insider trading hint in the House of Representatives and Nancy Pelosi’s husband’s stock buying game. Episode #137 of “The Capitalist Investor,” is about calling out the nonsense unfolding from those we should all hold accountable. 
     Outline of This Episode:
     ●  [2:00] Recession; defined as… 
    ●  [10:50] Earning season visions 
    ● [16:35] Insider trading on Capitol Hill

    • 24 min
    Bank Earnings Paints The Picture For the Economy, Ep. #136

    Bank Earnings Paints The Picture For the Economy, Ep. #136

    The banks aren’t providing the best guidance right now as we inch towards a recession. Simply put: they’re concerned, cutting buybacks a bit, hunkering down, and building up a war chest in case we repeat 2008. In Episode #136 of “The Capitalist Investor,” Tony and Derek spend time naming key recession indicators and how everything ties together – even employment, although lately it’s been raising some questions. Wherever you get your news, there’s so much to pay attention to these days but this week is all about anticipating slowdowns before the big headlines come.  
    Outline of This Episode:
    ●  [2:30] Colossal, complex questions 
    ●  [3:00] The beginnings in the job market  
    ●  [6:35] Homebuilding rate indicator 
    ●  [7:50] Where the pieces connect: the Fed 
    ●  [13:55] The banks’ picture 
    ●  [16:20] LIV News and Crypto 

    • 22 min
    Strong Dollar & What It Means For You, Ep. #135

    Strong Dollar & What It Means For You, Ep. #135

    While we may be experiencing some tough times here in the states, the European economy is taking some harder hits. For the first time since 2002, the value of the euro is about equal to the U.S. dollar again – a sign of a shrinking European economy and a surging American dollar. 
    This week, Derek and Tony discuss some of the good news going around: a strong U.S. dollar, cheaper imports, and a much needed decrease in gas prices. But with good news follows some bad news. In this week’s episode of “The Capitalist Investor,” the narrative changes – it’s no longer about a looming recession, but coming to terms with the fact that it’s now here. Just how long and deep will it last though?  
    Outline of This Episode: 
    ●  [1:25] Strong U.S. dollar vs. strong U.S. economy 
    ●  [5:50] Gas prices are finally dropping… BUT 
    ●  [9:35] People’s spending is corroding  
    ●  [12:10] Some lighter news: our British Open favorites   

    • 22 min
    Student Loan Forgiveness, Inverted Yield Curve, & Red States Winning, Ep. #134

    Student Loan Forgiveness, Inverted Yield Curve, & Red States Winning, Ep. #134

    Nothing these days is normal –– gas prices, food costs, inflation, and inverted yield curves are all onto worrisome paths. This week on “The Capitalist Investor,” Derek, Tony, and Luke talk about extremes and the warning signs the economy is giving off. While people are still spending, there’s still some panic going around. But when will the mass panic ignite? Will it be in the next month? Will it come in November with the midterm elections? In Episode #134 the guys focus on what’s happening around us and although facing such unpredictable times, aim to predict the economy’s future.  
    Outline of This Episode:
    ●  [2:30] Biden’s student loan policies are bad attempts to buy votes 
    ●  [15:00] The *third* inverted yield curve as another warning 
    ●  [22:10] Red states’ economies are winning post-pandemic 

    • 29 min
    Nuclear Airplanes & Explosive Prices for 4th of July, Ep. #133

    Nuclear Airplanes & Explosive Prices for 4th of July, Ep. #133

    Inflation is hitting all over the globe right now, but American’s will really feel it where it hurts the most: on the Fourth of July. Cookouts, fireworks, and the typical Independence Day festivities will all cost a little bit more this year. So, what does being an educated consumer look like? Is now the right time to start buying into speculative stocks? Would a giant flying sky hotel be a mistake, or a marvel? In Episode #133 of “The Capitalist Investor,” Derek, Luke, and Tony shed some light on a few recent flares that popped up in the news this week. 
     Outline of This Episode:
     ●  [2:45] Cathie Wood’s flagship fund  
    ●  [8:55] Microsoft missed out, Zoom won
    ●  [11:50] The hotel in the sky 
    ●  [17:15] Inflation cookouts on Independence Day 

    • 25 min

Customer Reviews

4.9 out of 5
85 Ratings

85 Ratings

Mr. Movie ,

Great, informative and simple.

This is really fun listen. It’s very accessible and such an easy listen.

PF216 ,

Episode. 117 - Dumpster Diving discuss Moats and Inflation Insulation

Look forward to this podcast weekly! On episode 117, these stocks are beaten down for a reason. Next time discuss how companies have a most and pricing power to combat inflation eating away EBIT.

Belnda2256 ,

Mom

Love the informal nature of current events tied loosely to finance. I tell my math students constantly - money matters - look for it in every aspect of your lives. You are slowly shaping conservative views in a modest way. Future topics: economic effect of primarily producing, manufacturing or selling made in America products. Can it be done? I wonder what patriotism would look like if we really tried. How can we use our alliance relations to boost our own economy? How can religion fit into finance - or doesn’t it matter. I think it does. Is there any merit to stock clubs informally? Are penny stocks still a thing? Are they fair game? Stop me. Lol

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