The Capitalist Investor with Mark Tepper

Mark Tepper

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

All Episodes

Mark “Johnny Lawrence” Tepper is joined in this week's episode  by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for Episode #102.  The guys tackle Peloton's golden stock era and their drastic dip in demand and whether or not their new stock offerings are going to work out for the exercise company in the long run. What else can Peloton offer to its loyal base? This episode also includes some predictions on the future of electric vehicles as new motor companies enter the ring to compete with Elon Musk's Tesla.  Will there ever be a day when EV's replace the sound of every roaring engine? The guys answer all these questions and more on Episode #102 of "The Capitalist Investor."  Outline of this Episode [2:30]  Peloton’s history of great highs and recent lows[4:00] The thrill of Peloton’s stock offering [18:55] Electric vehicles, Tesla’s competition, the appeal 

Nov 24

30 min 12 sec

Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for episode #101.  During this episode, the guys discuss everything from Zillow stopping their house flipping segment of their business to Elon Musk selling billions of dollars worth of stock. How do you diversify your portfolio with other alternative assets like fine art and fine wine? What is the real reason Elon Musk is selling billions of dollars worth of stock? Is it to cover his tax liability, appease the voters on his Twitter poll or did he just want to sell his stock? What are the takeaways from Zillow shutting down their house flipping business and what does it mean for the future of the housing market? We answer of all of these questions and more on episode #101 of “The Capitalist Investor.”Outline of this Episode·       [4:28] Elon Musk is always thinking ahead ·       [13:55] Zillow does a 180 straight out of the house-flipping business ·       [19:00] Alternative investments and diversifying your portfolio ·       [21:18] How fine, collectable investment categories can work to your advantage ·       [30:20] An update on NFTs and their growing potential Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedIn Send Mark a message hereThe SWP Connect YouTube ChannelConnect with Luke LloydTwitter: @Lloydboyluke Follow Luke on LinkedInSend Luke a message here

Nov 17

33 min 3 sec

Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for a very special episode #100! During this episode, the guys discuss everything from China developing and testing a hypersonic missile to their new technology where they could shoot the missile into space. What impact does this have on the world and what is China trying to accomplish? What about the space race and the future of the final frontier? Jeff Bezos, Elon Musk and Richard Branson are driving innovation and creating new opportunities in space. Do the private markets and billionaires allocate capital better than the Government? Joe Biden keeps on saying that the cost is $0 for the spending package. What is the true cost of the spending bill and how will it impact you? We answer of all of these questions and more on this #100th episode of “The Capitalist Investor”.Outline of this Episode[1:30] US–China relations and the nuclear-capable hypersonic missile testing.[4:50] Is China trying to become the world’s military AND economic superpower?[11:15] Is the supply chain issue going to result in more robotics and automation?[15:10] What are the capabilities space travel can bring to private business?[19:30] We need more politicians who aren’t politicians. [27:00] How much do employers value college education?[30:30] The $0 Cost to Build Back Better (BBB). [35:00] Are billionaires better at allocating capital than the Government?Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedIn Send Mark a message hereThe SWP Connect YouTube ChannelConnect with Luke LloydTwitter: @Lloydboyluke Follow Luke on LinkedInSend Luke a message here

Nov 10

42 min 22 sec

Mark “The Iceman” Tepper is joined this week by both Derek and Luke for a very special show!  The guys discuss the implications of the current proposal for the IRS to be able to look at your bank account records for any account with $10,000 worth of transactions and any transaction above $600.  Will this lead to more people moving money to Crypto?  The big question you need to ask yourself, is why is the government trying to look into your bank account? Data and privacy concerns are always front and center in today’s world. Should the Government be forced to produce long term financial plans for the country that don’t change every election season?  Will the US remain the #1 superpower in the world?  Has Mark changed his nickname again?  Has big brother become too big? All of this and more, next!Outline of this Episode[2:10] Biden's IRS proposal and privacy.[4:11] What's the deal with the Billionaire Tax and the ever-changing narrative?[7:35] Can Crypto and Bitcoin provide privacy?[10:35] Is the IRS getting "stronger" and digging through people's data?[23:30] Is there something to be learned from China's Hundred-Year Marathon?[27:45] Finances & Spending: It doesn't matter for our Goverment, but it matters for our households. Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedIn Send Mark a message hereThe SWP Connect YouTube ChannelConnect with Luke LloydTwitter: @Lloydboyluke Follow Luke on LinkedInSend Luke a message here

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Nov 3

33 min 10 sec

Mark is joined this week by Luke Lloyd and they dive into why Facebook is deciding to change their name and what it means for the future of the company. Mark Zuckerberg announced that the name change is going to revolve around the “Metaverse”. Mark & Luke discuss where Facebook has been, where they are going, and even some potential names that Facebook will choose.Facebook was founded upon sketchy values and ideals. Between the Winklevoss Twins suing Mark Zuckerberg and Facebook originating as a “Hot or Not?” college platform ranking the looks of people, the history of Facebook proves to be volatile. Is this name change a PR stunt to distract from the current issues Facebook is facing with data, privacy, and censorship? How does cryptocurrency fit into all of these big tech firms and the future of blockchain technology? Mark & Luke discuss all of this on this on this week’s episode of The Capitalist Investor.

Oct 27

23 min 23 sec

Derek is joined this week by Tony Zabigala and they once again dive into the latest Crypto news!  Just as Bitcoin cracks the $60,000 level, notable Crypto bear and JPMorgan Chase CEO Jamie Dimon once again comes out to slam Bitcoin.  Dimon has been a vocal non-believer of all crypto for many years, but is it time to start listening?  The guys discuss, next!Yet people made hundreds of thousands, millions of dollars on it, right?  There is no question that that is valuable.  There's no question that it can be a big part of the future. I just think we have a long ways to go before it's mainstream.  The biggest thing that I see is regulation is a concern.  The U.S.  government doesn't know how to do this.   They want to start monitoring bank accounts that have $600 plus deposits.  Are we willing to let the IRS have the ability to do this?Article Link:https://www.cnn.com/2021/10/12/investing/jamie-dimon-bitcoin/index.htmlConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Oct 20

20 min 12 sec

Derek and special guest "Cool Hands Luke" discuss potential risk factors that could add to the already volatile markets.  Labor shortages, significant inflation, climbing oil prices, and numerous problems in China are all discussed!  Will the US markets be able to weather the storm, or will it lead to a 4th quarter pullback? Derek and Luke discuss, next!Article link:  https://news.yahoo.com/4-big-risks-that-could-trip-up-the-stock-market-soon-goldman-160805923.html#:~:text=The%20investment%20bank's%20chief%20U.S.,4)%20slowing%20China%20economic%20growthConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Luke LloydTwitter: @LloydboylukeFollow Luke on LinkedinCheck out SWP's YouTube Channel

Oct 14

30 min 47 sec

Mark and Derek are back and better than ever!  The guys discuss not only some beaten down stocks that might be good buys, but the overall market conditions as well.  What does the 4th quarter have in store?  How would the market react if the debt ceiling is not raised?  And finally, is there a correction on the way?  The Iceman and Diamond Hands D have it all for you, next!Link:  https://www.kiplinger.com/investing/stocks/stocks-to-buy/603523/beaten-down-stocks-to-buy-on-the-dip[10:44]  Deere & Co. (DE) is the world's leading agricultural equipment manufacturer, producing some of the most recognizable products in the heavy machinery industry.[13:30] UBS Group (UBS) is the world's largest wealth manager, with $2.6 trillion in assets under management. [16:40] Vertex Pharmaceuticals (VRTX) is a global biotechnology company that discovers and develops small-molecule drugs for the treatment of serious diseases. [19:45] Visa (V) is one of the largest payment processors in the world. [22:18] Dow (DOW) is a diversified chemical manufacturing company. It was formed as a result of the 2017 merger of Dow and DuPont (DD) and subsequent spinoff in 2019. It provides a world-renowned portfolio of advanced, sustainable and leading-edge products and solutions across high-growth market segments such as packaging, infrastructure and consumer care.Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Oct 6

24 min 58 sec

In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens.  In this two-part episode, the guys are joined by two special guests,  NFT collectors Eric Spray and Ben Phillips.  Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io.  The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now.  Are NFTs really the future? Or is it a fad that will crash and burn?  With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.You're going to have some people that made millions and millions of dollars in crypto, and they're moving a lot of it over to the NFT world and they know about this stuff, and they're happy to help you with everything.Eric Spray:https://www.bafl.io/Twitter: @espray21Ben Phillips:https://deadheads.io/Twitter: @_benxit Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Sep 29

38 min 31 sec

In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens.  In this two-part episode, the guys are joined by two special guests,  NFT collectors Eric Spray and Ben Phillips.  Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io.  The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now.  Are NFTs really the future? Or is it a fad that will crash and burn?  With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.[5:10] Tony felt the best way to learn was to do it himself.  So with the help of Eric he started looking into how to buy an NFT.   Tony mentioned it was very similar to buying something on an eBay auction.[7:51] Derek's path to buying NFTs was a little different.  He started with purchasing NBA Top Shot moments because it was similar to purchasing baseball cards as a kid.  The familiar idea of buying a pack and hoping to pull a rare card.[10:00] So basically from following people on Twitter and watching YouTube videos about NBA Top Shot Eric was exposed to a whole nother world of NFTs out there.  People changing their profile pictures to these monkeys.  This was just the beginning of The Apes as they are commonly referred to.  [13:40] A big part of NFTs is the social aspect of owning them, sharing what you own, and being a part of the "movement".   It isn't like you buy this and just move on... you become a part of it.  [20:00] There is now a company that is making digital displays for your NFT.  You can have it in your home or office to share with your friends.  It is similar to owning a cool piece of artwork.  Eric Spray:https://www.bafl.io/Twitter: @espray21Ben Phillips:https://deadheads.io/Twitter: @_benxit Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Sep 22

29 min 23 sec

The Iceman and Diamond Hands D discuss the recent launch of Bitcoin as the national currency of El Salvador.  The launch of Bitcoin as a national currency had a very rocky start but still took Bitcoin a step closer to full adaption.  Mark and Derek also discuss what this means for Bitcoin and other cryptocurrencies in the future.  Finally, what other applications lie ahead for blockchain technology, and when can we stop carrying a wallet!?One would think that El Salvador coming out and saying that they were going to accept Bitcoin as a legal currency would be good, right? Shouldn't it also be good for crypto? Bitcoin did not respond positively to that news.  Countries like El Salvador adopting Bitcoin as a currency and potentially even their national currency makes a lot of sense, at least in theory. We need to be watching to see if other countries in Latin America, who are also all very similar sociologically and financially, start adopting the same ideas.  How hard will the U.S. fight against it with the dollar being the reserve currency of the world? If we don't need the dollar as the reserve currency, because any currency can be readily converted into crypto, we lose our advantage.Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Sep 15

23 min 2 sec

Diamond Hands D and Tony The Tiger discuss several questions that both retirees and non-retirees get wrong when thinking about taxes.  Derek and Tony further discuss what tax changes could be coming and what it means for everyone's retirement, and what we can do now to prepare.  https://www.kiplinger.com/retirement/602564/questions-retirees-often-get-wrong-about-taxes-in-retirement [3:50] When you retire, will your taxes be higher or lower than when you were working? Should I be putting all my money into a Roth IRA because it isn't taxable?[7:20] Are my Social Security benefits taxable?[11:04] Can you contribute to an IRA after you retire?[12:10] Are withdrawals from IRA tax-free once you are retired?[13:15] Are post-retirement rollovers from a 401(k) plan to a traditional IRA tax-free?[14:56] Is the income you receive from an annuity you own taxable?[15:50] At what age must holders of traditional IRAs and 401(k)s start taking required minimum distributions (RMDs)?[18:35] Are RMDs calculated the same way for distributions from multiple IRAs and multiple 401(k) plans?https://www.bankrate.com/retirement/ira-rmd-table/[19:56] Do you have to take your first RMD by December 31 of the year you turn 72?[21:17] If your spouse dies and you get a big life insurance payout, will you have to pay tax on the money?[21:43] How valuable must an individual's estate be at death to be hit by federal estate taxes in 2021?[23:00] If you're over 65, can you take a higher standard deduction than other folks are allowed?[24:00] BONUS:  Should you pay off your mortgage before you retire?Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedinSend Tony a message hereCheck out SWP's YouTube Channel

Sep 8

29 min 37 sec

The Iceman and Diamond Hands D break down the current state of the housing market.   The guys explore and discuss many of the questions investors are asking about the sustainability of this red hot market.  Can it continue, or are we headed for a crash?  How do retirees play the market if they are considering a vacation home?  Mark and Derek also discuss different stocks they like in today's homebuilders' category.  [2:30] Where are we at right now?  From the shortage of homes for sale, average price being right around $360,000, to the 18% appreciation over the last year.[5:07] Houses were being sold 20% over the asking price.  100% seller's market.[8:40] Will the housing market crash? Can the prices continue to go up?[10:15] Homebuilders can solve many of these supply issues.  We have gone ten years without building homes.  How to invest in the housing market?  D shares his knowledge of Pulte Homes stock PHM as an investment option.[14:45] Home buying season is coming to an end, especially in the Cleveland market.[17:20] Are you close to retirement and thinking about buying a retirement home? Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Sep 1

23 min 25 sec

The crosshairs are on the Cryptocurrency community because cyber attackers are demanding their ransom be paid in Bitcoin.  Bitcoin is the currency of choice for illegal activity & blackmailing corporations.  Hackers are taking advantage of the lack of regulation and oversight that is currently in place.  Does this activity change the way you feel about owning it?  Will regulations affect the value of Bitcoin?  How will gains be reported for tax purposes?  Tony “The Tiger” Zabiegala and "No Nickname" Mark Tepper discuss their views on this very important issue.  And finally, has Mark landed on a nickname?![4:50] Tony has Lifelock but Mark has an even better method of protecting your identity from being hacked. [5:45] T‑Mobile Cybersecurity Incident UpdateWe have been working around the clock to investigate claims being made that T-Mobile data may have been illegally accessed. We take the protection of our customers very seriously and we are conducting an extensive analysis alongside digital forensic experts to understand the validity of these claims, and we are coordinating with law enforcement.We have determined that unauthorized access to some T-Mobile data occurred, however, we have not yet determined that there is any personal customer data involved. We are confident that the entry point used to gain access has been closed, and we are continuing our deep technical review of the situation across our systems to identify the nature of any data that was illegally accessed. This investigation will take some time but we are working with the highest degree of urgency. Until we have completed this assessment we cannot confirm the reported number of records affected or the validity of statements made by others.We understand that customers will have questions and concerns, and resolving those is critically important to us. Once we have a more complete and verified understanding of what occurred, we will proactively communicate with our customers and other stakeholders.[12:05] Mark reveals his best-kept secret to protect your identity.  Mark has lived through being hacked and someone using his identity.   [16:40] Randsoms are being paid in Bitcoin.A business will fall victim to a ransomware attack every 11 seconds this year, according to research firm Cybersecurity Ventures. Some of them, like Colonial Pipeline, have admitted they don’t have a plan for when that happens.Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Aug 25

22 min 6 sec

Diamond Hands D & Tony Z discuss how sports franchises attempt to hold cities ransom with their stadium leases and construction.   The Buffalo Bills ask the locals for $1.1 BILLION to build a new stadium.   Should the local taxpayers pay for these stadiums?  Not everyone is a sports fan but yet many stadiums are built on taxpayer dollars.  Also, would you pay to watch the Super Bowl? [2:43] Buffalo Bills Want a $1.1 Billion New StadiumPreliminary talks have begun between the owners of the Buffalo Bills, the State of New York, and Erie County as officials consider a pitch by the team to build a new NFL stadium. It’s one of the largest asks for public money in pro sports stadium negotiations: Pegula Sports and Entertainment, the team’s owners, have pitched a $1.5 billion proposal for a new stadium in Orchard Park and additionally help cover some renovation costs to the Pegulas' NHL Sabres arena in downtown Buffalo.[5:00] Cleveland has lived through this before and is currently dealing with itTony remembers how the Browns left Cleveland under similar circumstances.  But what's really getting under Tony's skin is the new Indians name & also asking for new renovations.  [11:00] Who Should Pay For These Stadiums?How much income do cities gain from having a professional franchise?   Does the city gain from the investment? [16:50] Super Bowl on Pay-Per-View?Would you pay to watch the Super Bowl?  It is not unheard of to pay to watch a sporting event and it has been successful for the UFC, Boxing & WWE has a great track record of people paying to watch big events.Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Aug 18

22 min 34 sec

In this week's episode, Mark and Derek discuss the wild ride that is the Robinhood IPO!  The stock has bounced back in a big way after starting out one of the worst IPOs in recent history.  Is now the time to buy?  Has the growth story already happened, or is the best yet to come for $HOOD?  The dynamic duo reveals the three boxes a stock must check to end up in their portfolio. [2:00] Robinhood’s IPO [14:40] Dangers for Novice Investors [19:10] Would We Own Robinhood? Our Criteria - Management Team, Growth and Valuation Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Aug 11

31 min 23 sec

In this week's episode, Derek and special guest Tony Zabigala discuss dark pool trading.  What is it, is it legal, and why is #apenation so upset about it?!  You'll want to listen to the end to get Tony's killer "Dino Egg" recipe![3:12] Dark Pool Trading. What is it?[6:54] Why do Dark Pools exist?[11:10] Pros and Cons [17:40] Do we really want to know the “How”Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Aug 4

25 min 15 sec

In this week’s episode, Mark and Derek discuss when is the proper time to panic over a market pullback.  In a given year the normal pullback in the market is around 12%-13%.  How much have we seen in 2021?  Additionally, the guys discuss how to reevaluate a position, time horizon, and what should be required before you're allowed to troll someone on Twitter.   [1:00] What people should and shouldn’t expect from the stock market.[1:38] Investors have a short term memory[9:55] Twitter Trolls - Want to double their money overnight!! A true measure of how to evaluate a stock.Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jul 28

18 min 42 sec

Mark & Derek (Diamond Hands D) discuss a recent article that they read from Bloomberg about Tiger 21, a club of more than 800 ultra-high net worth investors.  What are these top 1% investing in?  What should we take from this information?  The guys break it all down for you in this episode.  Derek also shares one of his favorite shows to watch ... yes it is another WWE show.  [0:56] WWE Most Wanted Treasures Show[2:58] What puts you in the ultra-high net worth category?[5:13] Public Equities[8:50] Private Equities[13:18] TECH, FANG & Clean Energy[15:10] CryptocurrenciesBloomberg Article TIGER 21 https://tiger21.com/    @TIGER21Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jul 21

18 min 30 sec

Most novice investors want instant results. When they see that the stock is moving in an upside direction after they bought it, they conclude that they have bought the right stock. The destructive habit of instant results has led investors to another destructive habit – instant gratification.  Investing for a solid retirement isn't gambling on meme stocks.  But in this week's episode, Mark and Derek discuss how Strategic Wealth Partners research companies that may have that 10x abilities in the future.[2:39] What is sourcing hidden gem stocks?[9:29] STEP ONE: Source the Names or Ideas[20:41] STEP TWO: Do Your research[27:58] Derek's Smoking Ribs TipsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jul 14

31 min 47 sec

Choosing the right financial advisor to work with can be a difficult decision.  To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy.   Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with.  [1:26] Number 1: Decide what part of your financial help you need help with[4:00] What a good financial advisor should be doing in the first meeting[ 5:40] Number 2: Learn about the different types of financial advisors[9:30] Number 3: Choose what financial services you want[15:34] Number 4: Decide how much you can afford to pay for a financial advisor[18:24] Number 5: Research a financial advisor[21:09] Important question: Why a financial advisor is in this business?[23:00] Number 6: Make sure they answer your questions directly[24:14} BONUS Number 7: What makes you different from their competition?What was discussed in this episode:Forbes ArticleConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jul 7

30 min 50 sec

Mark and Derek discuss the meme stock mania.  Everyone is talking about how these stocks are changing the way some people look at investing in the market.   A flurry of individual investors, spurred on by Reddit’s WallStreetBets community, has sent share prices soaring in companies that Wall Street had largely forgotten. And plenty of people have seen substantial gains in a short period of time. Who is investing in these stocks?  How have these trends changed investing?   How should you approach buying these stocks?[3:12] SWP's methodology in choosing stocks[4:28] Who is investing in these stocks?[5:58] Their takes on the AMC & Gamestop stocks[8:44] What is Naked Brands?[10:37] What is Humble?[13:04] How you should approach these stocks?[16:58] Micheal Burry's thoughts on these stocks article[18:09] Melvin capital goes under from shorting Gamestop articleResources & People MentionedAMC https://finance.yahoo.com/quote/AMC/GAMESTOP https://finance.yahoo.com/quote/GME/CLOVER HEALTH INVESTMENTS https://finance.yahoo.com/quote/CLOV/WENDY'S https://finance.yahoo.com/quote/WEN/NAKED BRANDS https://finance.yahoo.com/quote/NAKD/HUMBLE https://www.humbl.com/Wall Street Bets https://www.reddit.com/r/wallstreetbets/SILVERGATE CAPITAL https://finance.yahoo.com/quote/SI/Micheal Burry article Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jun 30

21 min 11 sec

About 69 million Americans now say Covid prompted them to change their retirement timing. That’s up slightly from 68 million as of May 2020.Mark & Derek discuss what has impacted people's retirements that caused people to push back their retirement.   What caused this?  What decisions were made that forced this?  Are you one of these people?Outline of This Episode[5:44] Retirement savings disrupted[8:28] What would happen if you missed the 20 best days?[11:27] 34% of workers feel less confident & 23% of retirees feel less confident[ 23:05] What should people do to make sure they are not stopping their retirement? Resources & People MentionedCNBC Article https://cnb.cx/3wKgMY0Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist Investor

Jun 23

30 min 24 sec

Mark and Derek will continue their discussion on how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax increases are passed?OUTLINE OF THIS EPISODE[1:00} Recap the first two plans[1:20] Number Three: Raise taxes on the step-up inherited property[7:00] Number Four: Tax Carried Interest Taxed as Ordinary Income[9:55] Number Five: Like-Kind Exchanges[12:35] Number Six: Extend the business loss Limitation Rule[14:24] Number Seven: Increasing Enforcement ActivitiesConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorThe opinions expressed in the podcast are for general informational purposesonly and are not intended to provide specific advice or recommendations for any investment, legal, financial, or tax strategy. It is only intended to provideeducation about the financial industry. Please consult a qualified professionalabout your individual needs.

Jun 16

19 min 48 sec

Part one of how President Biden plans to tax "the rich" and the not-so-rich.  All these taxes keep dipping into the middle class.    As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes.  Who will be affected?  How will these tax increases affect you?  What you need to pay attention to as these tax increases are passed?OUTLINE OF THIS EPISODE[3:35] President Biden's six trillion dollar budget proposal[5:00] Deficit spending to get out of a hole[7:40] How the Ultimate Warrior is similar to the stimulus checks (greatest analogy ever)[12:20] Number One: Increase the top income tax rate[18:00] Number Two: Raising the capital gains taxLINKS TO THINGS DISCUSSEDWWE LEGENDS https://www.biography.com/tag/wwe-legendsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorThe opinions expressed in the podcast are for general informational purposesonly and are not intended to provide specific advice or recommendations for any investment, legal, financial, or tax strategy. It is only intended to provideeducation about the financial industry. Please consult a qualified professionalabout your individual needs.

Jun 9

26 min

Subscribe to The Capitalist InvestorWhat is activist investing? When an activist investor buys into a company, is it good or bad? In this episode of The Capitalist Investor, we’ll share what an activist investor is and what they do. We’re also going to dissect 13 different stocks that activist investors recently bought into—and whether or not we think that’s a good move. Don’t miss it!Outline of This Episode[1:23] What is activist investing? [4:05] #1: First Energy stock[5:56] #2: Intel[8:18] #3: Kohls[11:58] #4: ExxonMobil[13:57] #5: Bausch Health[15:12] #6: Dannon Yogurt[16:50] #7: Elanco Animal Health[18:41] #8: Forward Air[20:21] #9: Delek[21:35] #10: Prudential[23:36] #11: ACI Worldwide[24:56] #12: Xerox27:09] #13: CubicResources & People MentionedGet started with a $495 comprehensive financial plan at Your495Plan.comCarl Icahn: https://en.wikipedia.org/wiki/Carl_IcahnFirstEnergy: https://firstenergycorp.com/fehome.htmlIntel: https://www.intel.com/content/www/us/en/homepage.htmlKohls: https://www.kohls.com/ExxonMobil: https://corporate.exxonmobil.com/Bausch Health: https://www.bauschhealth.com/Dannon Yogurt: https://www.dannon.com/Elanco Animal Health: https://www.elanco.com/en-usForward Air: https://www.forwardair.com/Delek: https://www.delekus.com/Prudential: https://www.prudential.com/ACI Worldwide: https://www.aciworldwide.com/Xerox: https://www.xerox.com/Cubic: https://www.cubic.com/Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Jun 2

32 min 10 sec

Time Horizon and Its Impact on Your Investment Strategy, Ep #76What is the importance of time horizon in building out your unique investment strategy? If you’re getting advice from TV, Twitter, and podcasts but your time horizon is different from theirs, you could be getting things all wrong. That’s why you need to incorporate a time horizon into your investment selection process. We talk all about it in this episode of The Capitalist Investor (with COO Tony Zabiegala).Outline of This Episode[0:49] The importance of time horizon[3:08] What is the definition of a “hobby bucket?”[4:55] Listening to the talking heads on TV[9:12] Time horizons as it relates to financial planning[13:15] The 60/40 portfolio is outdated[15:52] Qualified and non-qualified fundsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

May 26

20 min 24 sec

Subscribe to The Capitalist InvestorSell in May and go away stems from a saying in England, “Sell in May and go away and come back on St. Leger’s Day.” St. Leger’s Day is the last leg of the British Triple Crown (horse race) around mid-September. Everyone wanted to head out to the country to escape the heat. The basic gist of this saying is that from May–October the stock market experiences what’s known as weak seasonality. However, historically, May–October is typically still positive. So should you sell in May and go away? We share what we think you should do in this episode of The Capitalist Investor!Outline of This Episode[1:04] Sell in May and go away[2:24] What the statistics tell us[9:35] What short-term investors should do[11:17] What long-term investors should do[12:48] The adage is a market-timing trap[16:54] Sell in May and go away is outdatedResources & People MentionedADANI Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

May 12

20 min 3 sec

Subscribe to The Capitalist InvestorWhere is the crypto market right now? Should you buy Bitcoin, Ethereum, Dogecoin, and other crypto? The crypto craze is forging ahead at record speeds, so we’re revisiting the topic. In this episode of The Capitalist Investor, we cover where the crypto market is, a strategy you can use to begin buying it, and talk about the popular options available today. Check it out!Outline of This Episode[0:30] The crypto conversation[6:13] Where is the market right now?[13:56] The dollar cost average strategy[17:45] Bitcoin + Ethereum[23:07] Speculative cryptoResources & People MentionedBlockfolioConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

May 5

29 min 11 sec

Subscribe to The Capitalist InvestorThe NFL Draft is here! Even better, Cleveland is hosting it this year. So we decided this week we’re going to parallel the NFL draft with the stock market. How does drafting the best players in the country compare to picking stocks? Even bigger question—who will the Browns pick? Don’t miss this draft-themed episode!Outline of This Episode[3:02] Comparing the NFL draft to stocks[3:45] Risk-adjusted returns and draft lineup[4:31] Big-ticket players versus the hidden deal [6:06] What position will the Browns pick?[8:23] Draft for need to find a complementary player[10:05] Sheldon Richardson: working in limited capital[15:40] Joe Thomas = the staple in your portfolio[16:22] Tom Brady [Super Bowl champion extraordinaire) [18:22] Andrew Barry: Analytics and managing risk [20:11] The biggest losses the Browns have takenConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Apr 28

25 min 3 sec

Subscribe to The Capitalist InvestorIn this episode of The Capitalist Investor, we pick up where we left off a couple of weeks ago with the top 10 retirement planning tips for 2021! We cover the remaining 5 tips that Forbes recently covered in their article. Which ones are worth your time and investment? Listen to find out!Outline of This Episode[1:18] #6: Practice retirement spending now[3:37] #7: The Coronavirus hardship withdrawal [4:29] #8: Reassess your post-crisis risk tolerance[6:12] #9: Consider part-time work in retirement[7:06] #10: Should you postpone your retirement?Resources & People MentionedTop 10 Retirement Planning Tips for 2021How to Plan for Rising Healthcare CostsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Apr 21

10 min 3 sec

Subscribe to The Capitalist InvestorThe housing market is on fire. There are 1.45 million licensed realtors in the US but only 1.03 million existing homes for sale in the US. Inventory has plummeted as houses are bought off the market left and right. Where do we see the housing market going? Should you consider buying a home? Listen to this episode of The Capitalist Investor for our thoughts!Outline of This Episode[0:21] The booming housing market[3:33] It’s time to build more houses [4:57] The challenges for home buyers[9:10] The headwinds facing the real estate market[12:59] The unexpected Miami real estateConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Apr 14

16 min 46 sec

Subscribe to The Capitalist InvestorWhat are the top 10 retirement planning tips for 2021? Forbes recently wrote an article outlining their top 10 tips—but are they legitimate? In this episode of The Capitalist Investor, we dissect their article and share what we think is the better strategy. Check it out!Outline of This Episode[1:14] Tip #1: Be ready for early unplanned retirement[3:07] Tip #2: Deal with your debt immediately[5:35] Tip #3: Prepare a health insurance strategy[7:21] Tip #4: Maximize your HSA contributions[8:49] Tip #5: Understand your retirement income optionsResources & People MentionedTop 10 Retirement Planning Tips for 2021How to Plan for Rising Healthcare CostsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Apr 8

12 min 34 sec

Subscribe to The Capitalist InvestorThe latest $1.9 trillion stimulus package—that included $1,400 per person—started hitting bank accounts recently. A recent report from Deutsche Bank looking at people between 32–54 years old, found they were planning to spend 37% of their checks on stocks. Half of those ages 25–34 planned to invest 50% of their stimulus money on stocks. With an upswing in spending in the stock market, which companies could benefit the most? Which do we think could be good picks? Listen to this episode to find out!Outline of This Episode[2:00] The latest stimulus package passed[5:32] Two different ways to look at this[12:10] Expedia[13:43] Bank of America[14:53] Anheuser-Busch InBev[15:52] Coca-Cola[17:04] Southwest + Alaska Airlines[18:34] Disney[20:38] MGM & Caesars[22:02] Wyndham Hotels[23:38] VICI properties Resources & People Mentioned‪11 Recovery Stocks That Could Get a Stimulus Spark‬Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Mar 31

26 min 44 sec

Subscribe to The Capitalist InvestorNate Fisher and Luke Lloyd join me in this episode of The Capitalist Investor to talk about the golden rule of investing: Don’t be dumb. Don’t do things you shouldn’t be doing. It seems simple, right? So what are some dumb decisions we seen people make? What should you do instead? Listen to learn more!Outline of This Episode[1:00] The Golden Rule of Investing[2:10] Don’t be left holding the bag[4:20] Are you investing—or gambling? [6:42] Are you shooting for a home-run?[9:52] Be wary of the knuckleball[13:50] Do your homeworkResources and People MentionedNate FischerLuke LloydConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Mar 24

16 min 33 sec

Subscribe to The Capitalist InvestorPeople are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it! Outline of This Episode[0:30] Pimping your performance[4:45] Outperformance in a diversified strategy[7:10] Catherine Wood of ARK Invest[11:32] The right risk concentration[12:14] Cheer on the success of others[15:07] There is a place for thematic strategiesResources & People MentionedCatherine WoodConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Mar 17

21 min 58 sec

In this special throwback episode of The Capitalist Investor, Derek and I cover 5 behavioral finance errors to keep in mind (and steer away from): confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. If you need to make better decisions with your portfolio, this is a can't-miss episode!Outline of This Episode[1:22] Misbehavior costs you [2:53] Confirmation bias[4:36] Information bias[7:34] Loss aversion[10:23] Oversimplification tendency[12:30] Hindsight biasResources & People MentionedThe Tesla CybertruckAppleConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereConnect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Mar 10

17 min 6 sec

Subscribe to The Capitalist InvestorWarren Buffett has been making a lot of portfolio moves. He recently sold 11 stocks—and then bought 10. We won’t dissect all of them but we do want to talk about the common themes. What sticks out? What confuses us? Would we make any of the same trades? Listen to this episode of The Capitalist Investor to learn more!Outline of This Episode[2:03] Warren Buffett’s 21 portfolio moves[2:45] The stocks that Warren Buffett dumped[12:43] Warren Buffett’s buys[21:13] Our final takeaway: does anyone care?Resources & People Mentioned10 Stocks Warren Buffett Is Buying (And 11 He's Selling)Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Mar 3

25 min 58 sec

Subscribe to The Capitalist InvestorNow that we have a blue president and senate, it’s looking like Cannabis will be federally legalized. That means the entire legalization process will be accelerated across the US. We see opportunities opening up in US-based cannabis companies. But are you too late to the game? Or will momentum continue to push things in a positive direction? Listen to hear our take on cannabis stocks, what you could buy, and the future of the industry. Outline of This Episode[0:25] Cannabis in the stock market[6:08] The US-based cannabis companies[8:32] Stock #1: Green Thumb (GTBIF)[10:26] What the numbers tell us[16:42] Stock #2: Curaleaf (CURLF)[21:58] Stock #3: Turning Point Brands (TPB)[23:20] The ETF options for cannabis stocks[24:08] Are you too late to the party?Resources & People MentionedCuraleafGreen ThumbTurning Point BrandsMarijuana sales in 2020Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Feb 24

28 min 40 sec

Amazon is the 2nd largest company in the entire world. It’s in most of our client’s portfolios. So everyone’s big question is: Will Amazon stay healthy now that Jeff Bezos is stepping down as CEO? What does this mean for Amazon? What are his next steps? In this episode of The Capitalist Investor, we look at how Amazon was started, how it’s grown, and where we see it heading. Don’t miss it! Outline of This Episode[0:25] Jeff Bezos is stepping down[3:18] What role should Bezos play?[8:57] Where did Amazon start? [9:53] The new CEO: Andy Jassy[12:44] Will the change impact Amazon?Resources & People MentionedJeff BezosAndy JassyTim Cook Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Feb 17

19 min 29 sec

Subscribe to The Capitalist InvestorWhat should you implement in your day-to-day investing? What are some key things you can do to improve your probability of successful investing? In this episode of The Capitalist Investor, we share six actionable lessons investors can take and implement now. Don’t miss it!Outline of This Episode[1:42] 6 Actionable Lessons for Investors [2:28] Lesson #1: Nobody ever went broke taking a profit[5:05] Lesson #2: Take calculated risks[7:15] Lesson #3: Play with the house’s money[9:05] Lesson #4: Excesses are never permanent[10:48] Lesson #5: Know your exit strategy[12:33] Lesson #6: Above all—stay disciplinedResources & People MentionedDermTechSilvergateConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Feb 10

22 min 12 sec

Subscribe to The Capitalist InvestorWe are proud of the Browns and the Bills. The rust belt old school teams did well this year but sadly didn’t make it all the way. The Super Bowl has come down to the Chiefs vs. the Bucs. Who will win? What are our predictions? What does the Super Bowl Indicator tell us about how the stock market will do in 2021? Listen to this bonus episode of The Capitalist Investor to learn more!Outline of This Episode[1:40] The Super Bowl Indicator[5:00] The indicator has been wrong 5 years straight[7:07] A better indicator: The equity risk premium[9:06] The 50-day and 200-day moving average[12:18] Our Super Bowl predictionsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Feb 4

16 min 54 sec

Subscribe to The Capitalist InvestorWhat is happening in the stock market with GameStop and AMC? Is it good? Should it be happening? Is it even legal? In this episode of The Capitalist Investor, we dissect what’s happening and why it could be dangerous for the average retail investor.Outline of This Episode[1:10] The background on GameStop and AMC[4:20] The lowdown on short-sellers[11:11] Why this is so dangerous for the retail investor[13:56] It’s a pump and dump scheme[18:19] What is the stock actually worth?Resources & People MentionedRedditGameStopAMCConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Feb 1

22 min 19 sec

Subscribe to The Capitalist InvestorThere have been 23 presidents since the inception of the stock market, starting with Benjamin Harrison (who was president from 1889-1893). Who are some clear winners? Who are the clear losers? Why? In this episode of The Capitalist Investor, we are going to judge presidents based on their stock market performance throughout their presidency. We will share the four worst and the four best—and what we think impacted their performance. Outline of This Episode[2:08] Let’s judge the presidents[3:53] Herbert Hoover[5:20] George W. Bush[8:48] Grover Cleveland[9:56] Richard Nixon[11:43] Donald Trump[13:35] Barack Obama[14:59] Bill Clinton[18:10] Calvin Coolidge[20:06] The bottom line is...Resources & People MentionedKiplinger: The Best and Worst PresidentsThe Smoot-Hawley TariffThe History Channel: GrantThe History Channel: WatergateConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.com Subscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Jan 27

25 min 36 sec

Subscribe to The Capitalist InvestorWhat is the January Effect? People are so hung up on what happens in the stock market in January. There are so many sayings, hypotheses, and old wives' tales. Are any of them true? In this episode of The Capitalist Investor, we debate this highly-contested and long-standing wives’ tale. We walk through calendar effects, market anomalies as a whole, and why we should only look at returns in the modern era. Don't miss it!Outline of This Episode[1:40] “As goes January, goes the year.”[5:06] Is history really on its side?[7:00] The game is constantly changing[12:53] Do we buy into the hype?[15:52] It’s just another data point[16:43] A friendly bet to launch 2021Resources & People MentionedModern Monetary TheoryBOOK: Unknown Market WizardsConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Jan 20

19 min 34 sec

Subscribe to The Capitalist InvestorHundreds of people show up at gyms across the country on January 1st because their new year's resolution is to eat better and lose weight, right? But what about your financial fitness routine? Are you going to maintain the results you’ve achieved with your finances? Or are you going to set and reach new goals? In this episode of The Capitalist Investor, we share 10 ways you can kickstart your financial fitness routine. Get your finances in the best shape of your life. Outline of This Episode[1:28] The importance of financial fitness[5:27] #1: Recognize that everyone's situation is unique[7:13] #2: Find a trainer to hold you accountable[9:18] #3: Document your starting point [10:40] #4: Identify your goals [13:48] #5: Trim the fat from your budget[15:47] #6: Track your progress[18:17] #7: Establish a routine[21:42] #8 Regularly workout every element[23:44] #9: Refuel with regular research[26:24] #10: Pace yourself and be patientConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Jan 13

29 min 52 sec

Subscribe to The Capitalist InvestorAre moving theaters going extinct? What will it take for a movie theater to survive? What will the value proposition need to change to? In this episode of The Capitalist Investor, we talk about how the COVID-19 pandemic impacted this industry. We touch on where the stocks are at, the bombshell that Warner Bros. dropped, and whether or not we see a recovery coming. If you’re a movie buff, don’t miss this one!Outline of This Episode[1:06] Is this the death of movie theaters as we know it?[3:55] The shift toward home movie theaters[4:42] Has Hollywood lost its glamour?[6:05] Movies going straight to streaming[10:33] What will things look like moving forward?Resources & People MentionedWarner Bros.HBO MaxIMAXMarcus TheatresAMC TheatresCinemarkConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Dec 2020

16 min 57 sec

Subscribe to The Capitalist InvestorWhat is a special purpose acquisition company (SPAC)? What is its purpose? What is the risk versus reward with a SPAC? Should you invest in one? To be honest, we had no idea what a SPAC was until recently. We aren’t alone—many people don’t know how it works or how it affects their investments. So in this episode of The Capitalist investor, we break down these questions and give you answers. Outline of This Episode[2:36] What is a SPAC?[4:57] Our take on SPACs[9:07] The recent SPACs[10:36] Our final thoughts on SPACsResources & People MentionedChamath PalihapitiyaVirgin GalacticDraftKingsSPAK ETFConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Dec 2020

17 min 11 sec

Subscribe to The Capitalist InvestorIPOs have been all the rage. So in this episode of The Capitalist Investor, we made a list of 15 IPOs that will be launching soon. We share what they are, what their valuation looks like, and whether we would “buy” them or hit “pass.” If you want a candid take on the world of IPOs, don’t miss this episode! Outline of This Episode[1:07] The 15 hot upcoming IPOs[2:03] #2: DoorDash[4:33] #1: Roblox[5:43] #3: The Wish App [7:07] #4: Airbnb[9:37] #5: C3.ai[12:43] #7: Bumble[16:11] #8: AppLovin [17:15] #9: Instacart[19:08] #10: ThoughtSpot[20:39] #11: Petco[22:12] #12: UI Path[23:49] #13: Oscar Health Insurance[25:54] #14: Nextdoor[27:27] #15: Ascensus[28:37] Our top picksResources & People MentionedDoorDashRobloxWishAirbnbC3.aiAffirmBumbleAppLovinInstacartThoughtSpotPetcoUiPathOscarNextdoorascensusConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Dec 2020

32 min 20 sec

Subscribe to The Capitalist InvestorBitcoin has been all the buzz as it has regained its prior high from 2017 ($19,500). It has been bumping right up against $20,000 and is coming back to the forefront of investor’s minds. People are even starting to refer to it as digital gold. But does it deserve that designation? Where do we think it’s going? Should you buy it? How much should you buy? We cover all the bases in this episode of The Capitalist Investor!Outline of This Episode[1:59] The Bitcoin Bonanza[4:43] Is Bitcoin still a speculative play?[8:35] How much should you invest in Bitcoin?[13:09] The #1 catalyst for explosive growth[15:42] Why you should play with the house’s money[17:53] Is Bitcoin the equivalent of digital gold? [21:34] Swag available: Nike hoodies and sweatshirtsResources & People MentionedBitcoinChainalysisConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

Dec 2020

24 min 41 sec