Daybreak with Anton

Anton Bayer
  • 5.0 (1)
  • INVESTING
  • UPDATED WEEKLY

As an investment advisor and pilot, Anton incorporates topics on investing strategies with his love for aviation with guests that have insights on finances and unique adventures.

  1. #160 - Small Business Owners and Consumers Slow Sentiment Improvement

    3D AGO

    #160 - Small Business Owners and Consumers Slow Sentiment Improvement

    Over the past three days, we've received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvement remains modest. Read in this UPdate, our review of several reports concerning consumer and small business sentiment and our views for the stock market.

    15 min
  2. #159 - Santa Claus Happy with Wall Street

    FEB 4

    #159 - Santa Claus Happy with Wall Street

    Several years ago, Simon Maierhofer, editor, and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new year.  These three barometers are monitoring the performance of the S&P 500 during specific days of the prior year December Christmas and the new year.  These three periods make up what is known as the "Santa Claus Barometer".  The specific days for this Santa Claus barometer are:   Ø  Santa Claus Rally (SCR) – Prior Year December 26 to 31 Ø  First Five Days of Current Year January (F5D) Ø  Current Year January Barometer (Jan)   Listen to this UPdate the final tally of these three periods and what it may predict for 2026. We also review the state of the US stock market and significant volatility that continued in 2026.

    19 min
  3. #160 - Gold and Silver

    JAN 21

    #160 - Gold and Silver

    Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 2025 as a developing favorable asset class. We ultimately decided to add gold and silver miners to Up Capital Model portfolios in the second quarter of 2025.  Listen to this UPdate our analysis of the precious metals and miners and the potential for continued gains in 2026.

    18 min
  4. #158 - Why Venezuela Doesn't Matter - Yet

    JAN 7

    #158 - Why Venezuela Doesn't Matter - Yet

    The year has now begun with a jolt of geopolitical disruption from Washington. Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a dramatic 2:00 a.m. local-time operation by elite U.S. Delta Force units. The mission captured President Maduro and his wife and transported them to the United States, where they now await trial. Read in this UPdate our view of these recent events and the potential impact on the oil industry.

    15 min
  5. #157 - Market Pauses and Investors Panic

    12/17/2025

    #157 - Market Pauses and Investors Panic

    The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annual gains, with the S&P 500 up 76.52% and the NASDAQ soaring 119.4% since January 1, 2022. Hopefully, relentless negative messaging from the major media outlets did not keep you on the sidelines and prevent you from participating in these solid gains over the past three years.  Listen to this UPdate our view of the AI boom, the recent market pause, and investor temperament.

    18 min
  6. #156 - The Limitations of Wealth

    12/09/2025

    #156 - The Limitations of Wealth

    As an investment advisor, I've had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profession, one truth has become unmistakably clear: wealth has its limits. In this UPdate, you'll read examples of clients who not only achieved financial success but also made intentional sacrifices to uphold personal standards they refused to compromise.

    18 min
  7. #155 - Compassion in Action: Justin and Kelli Blackburn's Story of Giving Back

    11/27/2025

    #155 - Compassion in Action: Justin and Kelli Blackburn's Story of Giving Back

    Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children's Research Hospital.  Justin and Kelli are the founders of Trinity Constructors, a leading commercial construction company with offices in Texas, Tennessee, and Colorado.  Listen to this UPdate our experience attending this dinner event and the impact this organization has had on Justin and Kelli.

    14 min
  8. #154 - Announcing Anton's New Book

    11/19/2025

    #154 - Announcing Anton's New Book

    Today marks the release of the 2nd Edition of Physicians' Guide to Wealth on Amazon.   And despite its title, this book is not just for doctors. It's for anyone who wants to build wealth, understand financial markets, and achieve financial independence.  In this UPdate, we outline key topics in this book that includes an overview of Anton's research on repeating and unbroken economic cycles of growth and contraction.

    15 min
See All (161)

About

As an investment advisor and pilot, Anton incorporates topics on investing strategies with his love for aviation with guests that have insights on finances and unique adventures.

Information

  • Creator
    Anton Bayer
  • Years Active
    2022 - 2026
  • Episodes
    161
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    Daybreak with Anton