AZ Tech Roundtable 2.0

Matt Battaglia
  • 5.0 (1)
  • TECHNOLOGY
  • UPDATED WEEKLY
AZ Tech Roundtable 2.0 Podcast

AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… AZ TRT Podcast Home Page: http://aztrtshow.com/ Please Subscribe. Thanks for Listening. - More Info: https://www.economicknight.com/azpodcast/

  1. 4 DAYS AGO

    THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty - AZ TRT - S05 EP35 (251) 9-8-2024

    THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty   AZ TRT - S05 EP35 (251) 9-8-2024     What We Learned This Week NCAA fought lawsuits for years to avoid paying the players, had chance to solve the issue Sonny Vacarro (Nike fame) convinced Ed O’Bannon of UCLA to sue, led to NIL NCAA cannot enforce rules on NIL, free for all Transfer Portal happens 2x / year, can change teams 2x in the same year! Nick Saban quit at Alabama because of the chaos Likely resolution is a Salary Cap in College Football   Guest: John Talty, CBS Sports College Football Writer College Football Segment with John Talty on What It Takes to Win in This Era of Chaos in College Football and Their New Book THE PRICE  “THE PRICE: What It Takes to Win in College Football’s Era of Chaos” (Harper, August 27, 2024) by six-time New York Times best-selling author Armen Keteyian and award-winning national college football reporter John Talty, is an in-depth and revealing investigation into the tumultuous state of college football—and the financial, physical, emotional, and psychological toll taken on everyone involved. Keteyian and Talty pull from over 200 interviews to exposes everything from the fall of the Pac-12 to the exploitation of underprivileged young athletes.      Their research culminates into a meticulously constructed portrait of the NCAA’s crumbling foundations and new inside information on college football’s biggest names—Nick Saban, Jim Harbaugh, Kirby Smart, Jimbo Fisher, and Lane Kiffin.   Two of the nation’s most respected sports journalists team up for a vital, hard-hitting investigation into the tumultuous state of big-time college football. We are living in the Wild West of college sports. Name, Image and Likeness endorsements, the transfer portal, collectives, conference realignment, the powerful influence of media companies have all rendered the notion of amateur athletics a quaint relic of the past, replaced by a Brave New World where money and self-interest rule.       About the Authors Armen Keteyian is an eleven-time Emmy Award-winning journalist and the author or coauthor of six New York Times bestsellers, including The System and Tiger Woods. He lives in Connecticut. John Talty is the national college football writer for CBS Sports and 247Sports and the author of the Wall Street Journal bestseller The Leadership Secrets of Nick Saban. He lives in Alabama.    https://www.cbssports.com/writers/john-talty/       Here are some of the reveals in THE PRICE:    Exclusive behind-the-scenes reporting on the bitter legal battle between University of Michigan head football coach Jim Harbaugh and the NCAA, and his chilly relationship with athletic director Warde Manuel   An inside look at Nick Saban’s final year in college football and what ultimately drove him away from the sport   New detailed, behind-the-scenes reporting surrounding the shocking demise of the Pac-12   Inside the feud between Nick Saban and Jimbo Fisher   The bombshell details behind a top college quarterback demanding tens of thousands of dollars from his head coach in order for him to play in an important game   Exclusive reporting on the rise of Arizona football under head coach Jedd Fisch   The behind-the-scenes story of Julian Sayin, a top-rated quarterback in the Class of 2024 and his decision to play for Nick Saban and the University of Alabama – a decision gone wrong when Saban suddenly retired   A major profile on quite possibly the sport’s biggest power broker: The uber successful yet mysterious agent Jimmy Sexton   A rare interview with controversial Auburn University trustee and mega-booster Jimmy Rane, the only billionaire in the state of Alabama   Behind-the-scenes reporting on the rise and fall

    24 min

  2. SEP 6

    Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics - AZ TRT - S05 EP34 (250) 9-1-2024

    Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics AZ TRT - S05 EP34 (250) 9-1-2024 What We Learned This Week: The Intelligent Investor Ben Graham's teaching, and seminal investing book - Ch. 8 on Mr. Market, & Ch. 20 on Margin of Safety Market Cycles – importance of identifying them, to know where you are at when investing to avoid Bubbles and Mania Supply & Demand - Economics Simplified Capital Allocation - What is the Opportunity of your Business Investment? Gamblers Fallacy - What is the Probability of the Next Die Roll? Game Theory - Dr. Nash’s Plan to Pickup Women       Notes:   Seg 1. MB on Ben Graham's teaching and seminal investing book, The Intelligent Investor (c 1949), & review of the 2 main chapters - Ch. 8 on Mr. Market, and Ch. 20 on Margin of Safety Ben Graham was an economist, professor, and investor. He is also known as the Father of Value Investing, and the author of Security Analysis, and The Intelligent Investor. He stressed fundamental analysis of securities (stocks), investor mindset, focused investing, and ‘buy and hold’. He was Warren Buffet’s professor, one time boss, friend and mentor. More: Here Buffet – Rule #1 Never Lose Money, Rule #2 Remember Rule #1 Ch. 8 - The Investor and Market Fluctuations / aka – Mr. Market Parable Ch. 20 - Margin of Safety as the Central Concept of Investment Stocks are a piece of ownership of a company, not just some piece of paper. You have to be able to value the company to determine if the market is selling you the stock at a discount, or if it is over-valued. A good investment is based on the price you pay for it. A good stock can be over-priced, and a bad stock can be a good buy if the price is depressed enough. You make money when you buy (what you pay).   Mr. Market is very emotional, and changes his mind daily. Sometimes he makes you an offer on a stock that is silly, and other times he offers a stock at a deep value, at a low price. This is when you should buy. It is all about psychology, discipline and patience.   Margin of Safety is the idea to buy stocks with a defensive mindset. Buy it cheaper than the value, so if your valuation was off, you give yourself room for error. You have to do detailed fundamental analysis to determine if a stock is over or under valued. Then you hold until the stock, ride out the fluctuations until it rises to its true value.   Full Show: HERE       Seg. 2   MB on legendary investor, Howard Marks of Oaktree and his Memos, in particular, Market Cycles. The importance of understanding Cycles, and how to identify them in investing. A look at market history, and investor psychology all connected to Market Cycles. Per Investopedia – Market Cycle The four stages of a market cycle include the accumulation, uptrend or markup, distribution, and downtrend or markdown phases. Accumulation Phase: Accumulation occurs after the market has bottomed and the innovators and early adopters begin to buy, figuring the worst is over. Markup Phase: This occurs when the market has been stable for a while and moves higher in price. Distribution Phase: Sellers begin to dominate as the stock reaches its peak. Downtrend: Downtrend occurs when the stock price is tumbling down. Examples – Tech Stock Bubble of 2000, Financial Crisis of 2008 (Housing Bubble), Pandemic of March 2020, Railroad Speculation mid-1800s, Great Depression 1929 Howard Marks quotes overheard in a Bubble: ‘This time it is different.’ ‘The market can’t fail.’ The market does not always go up, there is Regression to the Mean – prices will eventually go down and even out. Be leery when there is euphoria in the market (be fearful), and maybe sell. Then buy after, post crash at depressed pricing levels. Buy Low, Sell High. Even a depressed asset can be attractive at the right (low) price. Michael

    48 min

  3. AUG 30

    Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne - AZ TRT Flashback - S05 EP33 (249) 8-28-2024

    Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne AZ TRT Flashback - S05 EP33 (249) 8-28-2024   What We Learned This Week: ·         Blockbuster started in 1985, and scaled quickly after Wayne Huizenga purchased it in 1987, 10,000 stores at its height, dominant video rental co. ·         Alan Payne instituted the Video Rental model of HEB to the Blockbuster franchises he ran – segmented movies to rent new ones for more ·         Wayne Huizenga was a stellar Founder who built 3 fortune 500 companies – Waste Mgmt, Blockbuster, and Auto Nation ·         Viacom purchased Blockbuster in 1994 for $8.4 billion, and went on to lose 75% of the value over the next decade + ·         Competition was fierce from Hollywood Video, Redbox and then in 1997 by a new DVD rental by mail company called Netflix ·         Netflix scaled into the internet company it always wanted to be with streaming in 2009   Guest: Alan Payne Alan Payne spent thirty-one years in the movie rental business, the last twenty-five of those as a Blockbuster retail franchisee. He took over a small group of Blockbuster stores in 1993 and grew it into one of the largest and most successful chains in the company. He finally closed his last store in 2018, more than eight years after Blockbuster filed for bankruptcy. Book: Built to Fail: The Inside Story of Blockbuster's Inevitable Bust     From the Back Cover Blockbuster was phenomenally successful in its early years and made thousands rich beyond their wildest dreams. But it was consistently outsmarted and outmanaged by smaller companies. And the challenges began earlier than you think--long before Netflix was even an idea in the minds of founders Reed Hastings and Marc Randolph. Blockbuster became one of the most iconic brands in the history of American business, but it cracked at the first sign of a challenge. From its founding, Blockbuster was a company built to fail. Link: HERE     Alan Payne Bio:   Border Entertainment, LLC - 2000 to 2018 Founded a $34.2M franchise group with 41 independently owned Blockbuster stores. President & Chief Executive Officer Held complete P&L responsibility while managing executive team (CFO, VP of Product Management, VP and GM Alaska Division, VP and GM El Paso Division, VP and GM South Texas Division) with 750 employees. ·         Grew revenue to $34.2M with 41 stores located in Texas and Alaska. ·         Capitalized business with $14M debt and $3M in private equity investment. Investors received over 35% internal rate of return. Fully retired debt in 2012. ·         Grew sales 140% and profitability 190% during industry decline from 2000 to 2007. Expanded through same store sales increases, new store openings, relocations, and acquisitions. ·         Created proprietary management systems by gathering and analyzing data around financial and inventory performance. ·         Developed and implemented an aggressive real estate strategy, identifying heavily trafficked, high-volume locations. ·         Cultivated culture of loyalty, retaining employees during wind down.     Alan Full Bio: HERE       Blockbuster Video[5] was an American video rental store chain. It was founded by David Cook in 1985 as a stand-alone mom-and-pop home video rental shop, but later grew into a national store chain featuring video game rentals, DVD-by-mail, streaming, video on demand, and cinema theater.[6] The company expanded internationally throughout the 1990s. At its peak in 2004, Blockbuster consisted of 9,094 stores and employed approximately 84,300 people: 58,500 in the United States and 25,800 in other countries.   Blockbuster – c/o Wikipedia: HERE   Harry Wayne Huizenga Sr.[1] (/haɪˈzɛŋɡə/; December 29, 1937 – March 22, 2018) wa

    1h 6m

  4. AUG 27

    Think Globally When Looking for Stocks to Invest In w/ Meb Faber - AZ TRT 2.0 Flashback - S05 EP32 8-18-2024

    Think Globally When Looking for Stocks to Invest In w/ Meb Faber AZ TRT 2.0 Flashback S05 EP32 8-18-2024   Things We Learned This Week Investment Plan – write it down and stick to it, give yourself rules and guard rails Allocation – Global Stocks, Global Bonds, Global Assets (Real Estate, Commodities, etc) Talmud Portfolio – 2000 year old strategy – 1/3 of $ in land, business, reserves Invest With the House – monitor the 13F of big investors to get ideas Market Cycles – importance of identifying them, to know where you are at when investing to avoid Bubbles and Mania   Guest: Meb Faber at Cambria Investments https://www.cambriainvestments.com/ Website / Blog / Books: https://mebfaber.com/ Twitter: https://twitter.com/mebfaber Book Recs / Investing Info: https://mebfaber.com/reading-list/     Meb Faber takes us on an in depth discussion on investing, doing your research, Quant investing, and looking at stocks outside the US to diversify your portfolio. Why following the big investors 13Fs, aka Invest with the House, can reap benefits and ideas. He is a historian on investing and always crunches the numbers and data. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. He has written multiple Books on Investing – Global Asset Allocation, Global Value, Invest With the House, Shareholder Yield, Ivy League Portfolio, The Best Investment Writing You can Download some for Free here: https://mebfaber.com/books/   Notes: Written Investment Plan, and stick to that plan Learn thru experience what your real risk tolerance is when you actually lose $ Do you have the fortitude to stick to your investing plan, when the stock has a 50% draw down Investment Market History – over a 200 year period to give you guide posts Expectations of returns that are more realistic, to avoid disappointment   Market Cycles – living thru cycles to identify them Long Term Investment Horizon - 10 to 20 years, downturns in stocks, bonds, gold can last years Example – you expect to stay in your house for 10 – 20 years Short term leads to chasing returns and bad behaviors   Deep Research on Investments, Quant analysis and review the numbers to avoid biases Allocation – Global Stocks, Global Bonds, Global Assets (Real Estate, Commodities, etc) Meb book rec: Triumph of the Optimists – historical review of market returns, also Jim Rogers books Home Country Bias – most people in US invest 80% in US stocks, look globally ( and allot 50% to US)   Diversify Worldwide – research European or Japanese stock market for ideas Biggest Stocks hit a size that will have trouble going forward growing bigger (got from $1 tril, to $10 tril size), also have a target on your back, biggest stocks over time will underperform the index   ETFs – worldwide and foreign markets   Invest with the House – monitor the 13F of big investors for ideas, institutional investors with $100 mil in assets must do a quarterly filing of stocks they hold (45 days after)   Analysis Paralysis – Simplicity is important, have an easy strategy Talmud Portfolio – 2000 year old strategy – let every man invest 1/3 of $ in land, business, reserves Meb modern translation – stocks, real assets, cash & bonds Hard to beat strategy, can buy ETFs at low cost, and re-balance Monitor details of taxes and fees, be defensive - Diversify your net worth to business, land,

    32 min

  5. AUG 16

    Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds - AZ TRT S05 EP31 (247) 8-11-2024

    Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds AZ TRT S05 EP31 (247) 8-11-2024    What We Learned This Week Caliber Co is an integrated real estate company from service to construction to investment funds The biggest idea in funds right now is Opportunity Zones - investing in below medium income areas Caliber deals can last 5+ years, with an IRR of 17% Caliber has great lenders to get good interest rates, they fund deals 50/50 - loan to equity Location - always looking for great properties w/ community to support biz + other real estate building       Clips from: Investing in Real Estate Opportunity Zones w/ Greg Talcott of Caliber Funds AZ TRT S04 EP42 (205) 10-22-2023   Full Show: HERE   Guest: Greg Talcott, Managing Director of Sales LKIN: https://www.linkedin.com/in/gregorytalcott/   Greg Bio: HERE     Experienced sales executive with a demonstrated history of working in the venture capital and private equity industry. Skilled in Securities, Asset Management, Investment Strategies, Equities, Real Estate, and Financial Advisory. Strong media and communications professional, expertise in digital marketing to niche networks such as ultra high net worth individuals. BS focused in Law & Political Science from Arizona State University.     https://caliberfunds.co/   https://www.caliberco.com/ Real Estate Investment Experts    Caliber is a leading vertically integrated asset management firm whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. We market our services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions, and through in-house client services. Caliber’s middle-market specialty allows the Company to compete with agility and speed in an evolving arena of alternative investments.       Notes:   Seg 1 Preview clip of Caliber Funds Real Estate Investing - Many ways to invest in real estate. You could do the DYI method, you buy a property and then manage it yourself as the landlord. You could fix and flip, where you buy a property invest in it do some upgrades, and then flip it for a profit in the short term. You could buy tax liens and get paid when the property taxes are paid off. You can invest in REITs, real estate investment trust. Similar to a Dividends stock you make money off the cash flow income to properties. There are major real estate investment funds, and this is what Caliber does. When investing in real estate there are a number of terms you should understand. Analyzing any property you on you need to know what your net operating income is. To do the calculation you take the total revenue generated by the property minus the operating expenses. Examples of operating expenses are property management fees utilities property taxes, maintenance, marketing and upkeep. Other terms of note – Cap Rate - Calculated by dividing a property's net operating income by its asset value, the cap rate is an assessment of the yield of a property over one year. For example, a property worth $14 million generating $600,000 of NOI would have a cap rate of 4.3%. ROI – return on investment Tax write offs like Depreciation, or expenses Interest rates for loans, and Refinances Valuation of property - Net operating income divided by the cap rate equals the valuation     Seg 2 Greg with Caliber Funds Caliber is an integrated real estate company, that has multiple divisions - dealing from service to construction to investment funds. The

    26 min

  6. AUG 9

    AI Autonomous CRM to Help Sales w/ Vitaly Golomb of Sofielabs - AZ TRT S05 EP30 (246) 8-4-2024

    AI Autonomous CRM to Help Sales w/ Vitaly Golomb of Sofielabs   AZ TRT S05 EP30 (246) 8-4-2024    What We Learned This Week: AI Autonomous CRM to help sales handle repetitive tasks, so they can focus on talking with clients Accelerate Growth with Instant AI-Driven Lead Engagement Sofie Labs can disrupt the big players in the CRM industry as they are starting with AI on day one Each Phase of Tech gives new tools & opportunities to solve old problems faster, more efficiency     Guest: Vitaly Golomb, CEO, serial entrepreneur, author and market challenger for AI CRM.   Website: https://www.sofielabs.com/   The Problem   For the last two decades, much attention has been paid to data organization in CRM systems to eke out incremental improvements in sales. According to SaaS Capital, sales has been the second biggest cost center after R&D. A revolution of AI automation has begun, and the focus is shifting from software features to streamlining and replacing inefficient human processes. Sofie seamlessly integrates with existing sales operations and starts by addressing the weakest link in the process: the SDRs. These entry-level salespeople are notoriously expensive to recruit, train, and retain. They typically lose 50% of qualifiable inbound leads by taking too long to respond or not following up. They also tend to pass through unqualified prospects to the next stage of the sales process at a high rate, wasting Account Executives’ time.   The Future of CRM/AI/People     Salesforce’s and HubSpot’s grips on CRM show signs of cracking in the face of rapidly evolving AI tools changing how companies sell. Enterprises spend 48% of their OPEX on marketing and sales.   The weakest link is not software functionality or data but sales development personnel – a massive 35-billion-dollar labor cost.   “The arms race in sales has shifted from cumbersome CRMs to AI automation,” said CEO and co-founder Vitaly M. Golomb. “With Sofie, sales organizations can dramatically improve their return on marketing spend using cutting-edge technology without gimmicks in a very practical way.”       He has also played every role as an entrepreneur, investor and coached many to success as a banker too.   Book Amazon.com: Vitaly Golomb: books, biography, latest update   Accelerated Startup: Everything You Need to Know to Make Your Startup Dreams Come True From Idea to Product to Company     Notes: Seg 1   Sofie Labs AI CRM, autonomous assistant to drive lead engagement   CRM is the heartbeat of sales the last 20 years. Can use some as simple as an excel doc or some advanced software like a Salesforce or HubSpot.   Sales people have to be able to manage their leads, clients and their sales reports. Marketing creates demand and awareness, to have people request info. Then a sales assistant or SDR would qualify the lead and then pass a good lead to a sales account rep. The sales rep then would present the product, do a proposal and ultimately close the deal. This entire process would be tracked in a CRM.   AI is a tool, not an item. Each phase of the technology wave through history gives opportunities. Technology creates new tools and new ways to do something faster. It has always been a Tech arms race. Companies need to adopt technology fast and use the new tech or be left behind the competition.   AI has autonomous agents that do things for you. In theory, this should make your business more efficient, efficiencies gained by the assistance of AI. They can handle complex tasks like AI search. In the future, you’ll be able to use AI for research in seconds, as opposed to the past using an intern and it would take hours or days.   AI CRM will make the sales people better, by taking away the repetitive work. Can automate processes like, the FAQ

    42 min

  7. AUG 1

    All in One Connect Plus + Virtual Office for Non-Profits by NEP Services w/ Stacey Yudin - AZ TRT S05 EP29 (245) 7-28-2024

    All in One Connect Plus + Virtual Office for Non-Profits by NEP Services w/ Stacey Yudin AZ TRT S05 EP29 (245) 7-28-2024    What We Learned This Week: Non-Profits and Union type orgs need to upgrade their use of tech to connect with members & donors Connect Plus + offers an All-in-One Virtual Office Control distribution of Marketing & Message Need operational efficiency to scale a business Traditional Non-Profits not always run like a business, good on raising $, need more structure   Guest: Stacey Yudin Website: https://www.nepservices.com/   Connect Plus - https://www.nepservices.com/products/connect-plus     CEO Stacey Yudin, CEO of NEP Services is leading a new era of digital transformation for nonprofits and was recently named Fast Company’s 8th Most Innovative Company of 2024 …in the company of Amazon and other global leaders.   NEP Services provides innovative communications solutions for nonprofit organizations including an array of markets such as unions, education, essential services, regional non-profits and even Cal Fires. Its proprietary Connect Plus+ communications platform is an all-in-one solution for seamless community management, communication and empowerment. So, think of it as one part Go Fund Me and one part Facebook and one HUGE give back to the community.   To date, the company has helped its clients raise $65M to give to the community and $7M for its “Help a Hero” crowdfunding platform that raises money for community heroes in need.   Stacey Yudin is chief executive officer of NEP Services and a champion of change.  As a  tech trailblazer, Stacey is known for her unstoppable drive and creating transformative technology to advance unions and non-profit communities  securely.   Stacey spearheaded the launch of NEP Connect and Connect Plus+ mobile app, NEP’s proprietary employee management and empowerment solution, and has been instrumental in creating a world-class team that celebrates gender diversity and female empowerment.   In fact, under her leadership the company was named  aFast Company Most Innovative Company in 2024. Prior to NEP Services, Stacey was in the healthcare sector as well as a consumer products entrepreneur.  She actively supports numerous charities and served as Collegiate President for Face Aids and UNICEF at UCLA and is an active speaker at events.   Stacey earned her bachelor’s degree in Science, History and Public Health from the University of California, Los Angeles.   Industries - Law Enforcement, Fire, Non-Profit Business, Education Departments Platform – Fundraising, Recruitment, Marketing, Community, Communication, Web Dev’t          Notes:   Seg 2   NEP services is a software company. They are an all in one hub for remote work. They can help you handle communication, data, and software interface. Helping you to run an organization remotely. They have added features so you can keep in contact with members and donors.   The hybrid workspace is here to stay. It’s not uncommon that you have remote staff that’s in multiple states that needs to share data or have online meetings.   Traditional nonprofits have had issues in the past because they don’t run like a business. You need to run your organization like any normal business, working on cash flow and managing a staff. With remote workers it’s harder to manage data, documents, and the Calendar. You need the right software so you can schedule events meetings meet ups. NEP Services is an Omni channel, all in one.   Control distribution of your marketing and messaging. You also want to do your best to have engagement with members and donors. You build your brand internally to members and employees. Then you have your public brand for customers and donors.   How to manage a software platform? Do you want to consult with clients, communicate with members and

    50 min

  8. JUL 31

    Tech Stocks in the NASDAQ Continue to Show Growth despite Inflation - AZ TRT S05 EP28 (244) 7-21-2024

    Tech Stocks in the NASDAQ Continue to Show Growth despite Inflation AZ TRT S05 EP28 (244) 7-21-2024    What We Learned This Week: ·         Tech Stocks are considered Growth Stocks because they outpace the market traditionally ·         NASDAQ average return the last 10 years is 20%, and up 599% overall ·         Magnificent 7 Tech Stocks have continued to carry the market, just like FAANG Stocks a few years back ·         Tech Stocks are negatively impacted by rising interest rates + inflation historically, but have been quite resilient since late 2023     Notes: NASDAQ has been very resilient since late 2023 NASDAQ 10 year average return is 20%, and overall up 599% in last 10 years Magnificent 7 stocks still carrying both the S&P and QQQ Index Tech Stocks are Growth stocks that outpace the market Vix – Volatility Index near 15, vs. high volatility of Covid at 25 to 30 Interest rates and Inflation hurt Tech Stocks earnings historically Less money for investment in R&D, less growth cost more to borrow money, VC invest less Average consumer also may not buy the latest tech device, and profits are down       Related Shows on Tech Stocks:   Magnificent 7 & Tech Stocks – Wealth for Life AZ TRT S05 EP03 (218) 1-21-2024   What We Learned This Week: Magnificent 7 - new hottest tech stocks all should own: FB, APPL, AMZN, NVDA, TSLA, MSFT, GOOG FAANG Stocks - *past hot list: FB, Apple, Amazon, Netflix & Google Top Tech Stocks were 30% of the S&P Index Weighted Average Tech Stocks - AI, Cloud, Chips Zombie Co‘s - too much debt service, no growth Interest Rates - how this affects stock prices Full Show: HERE   How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world Full Show: HERE       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of’ AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or

    12 min
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AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… AZ TRT Podcast Home Page: http://aztrtshow.com/ Please Subscribe. Thanks for Listening. - More Info: https://www.economicknight.com/azpodcast/

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