Shows
The Andrew Hines Real Estate Investing PodcastWhat’s Driving the Glamping Trend in Tobermory with Zac Willms
In E282B, Andrew welcomes back Zac Willms, we’re discussing a topic we've been eager to share – an equity offering for our campground glamping site. This has been a year in the making, and we’re finally ready to bring in partners. We need to be clear and precise because this involves a Canadian Securities offering, so it's crucial to mention that this is for accredited investors only and isn’t a solicitation for the sale of securities but for informational purposes. We're working with an exempt market dealer who will handle the securities and provide necessary documents like the...
2024-07-0430 minThe Andrew Hines Real Estate Investing PodcastHospitality Development and Big Cash Flow with Zac Willms
In E220, Zac Willms came on the show to discuss his most recent Tulum Mexico acquisition in which he is developing two large residential homes and he will be using the profits from the first to cover his ownership in the second debt-free. International investing is becoming a common theme on this show and the ROI and cash flow potential on this particular property is highly impressive. Zac also discussed some updates on what he's doing in in Ontario and what he and Andrew are doing with their campground and further plans for expansion.
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2023-04-2356 min
The Market CommentatorsCryptocurrency and Your RetirementIn today's episode of the Market Commentator podcast, guest host Jake Willms is joined by Maureen O'Leary to discuss if cryptocurrency and NFTs belong in your retirement plans or trusts.
2022-08-1017 minThe Market CommentatorsHow High Can Inflation Go? Has It Finally Peaked?In today’s podcast, Mr. Market Commentary discusses his thoughts about where inflation is heading from here.
2022-07-2910 min
The Market CommentatorsVacation HomesIs owning a vacation home all that it is cracked up to be? Are vacation homes a good investment. In this week’s podcast The Market Commentator is joined by estate planning attorney Maureen O’Leary to discuss the pros and cons of owning a vacation home.
2022-07-1317 minThe Market CommentatorsBear Market Bargain HuntingBear markets can result in opportunities for patient investors who have accumulated cash. In this week’s podcast, the Market Commentator shares some tips on how you can prudently capitalize on the stock market pullback.
2022-06-2910 minThe Market CommentatorsIs The Start of A Recession Inevitable?Recession fears have been growing in recent weeks. In today's podcast, the Market Commentator considers whether the start of a new recession, either this year or next, a forgone conclusion? Or, might the Fed yet be able to bring inflation back to the central bank’s 2% target rate without causing the U.S. economy to contract?
2022-06-2310 minThe Market CommentatorsIt's official. We’re in a Bear Market.With the S&P 500 index having fallen by more than 20% from its all-time high set in January, a new bear market has “officially” begun. In today’s podcast Mr. Commentator shares some bear market history, his thoughts on how long the current bear market may last, and offers some suggests on what to do –and not do—to weather the storm.
2022-06-1317 minThe Market CommentatorsWho's Going to Regulate Crypto?In this episode, Jake Willms returns as the guest-host of The Market Commentator podcast. He is joined once more by Jim Picerno to talk about the current landscape of cryptocurrencies and who should be the one to regulate them.
2022-06-0813 minThe Market CommentatorsHow to Beat a Bear MarketIn this week’s podcast, The Market Commentator is joined by estate planning attorney Maureen O'leary-Guth to discuss ways to make lemonade from lemons when stock prices fall.
2022-06-0213 minThe Market CommentatorsMr. Market is Dazed and ConfusedIn this week’s podcast, the Market Commentator discusses how the simultaneous decline in stocks and bonds, mixed economic signals and a surge in market volatility have left both institutional and individual investors befuddled as to what to come next.
2022-05-2512 minThe Market CommentatorsThe Big Sell-OffIn this week’s podcast, The Market Commentator explores why stocks and bond prices have been hit hard since the start of the second quarter, and shares his thoughts about what the future may have in store and how to prepare for it.
2022-05-1011 minThe Market CommentatorsThe Importance of Staying InvestedSoaring inflation rates, rising interest rates, a slowing economy and a war in Europe have combined to cast a pale over the stock market the likes of which we haven’t seen since the outbreak of the Covid-19 pandemic. Is it a good time to exit equities in favor of less volatile alternatives?
2022-04-2812 minThe Market CommentatorsDoes Cryptocurrency Belong In Your Portfolio?In this episode of the Market Commentator podcast, Jake Willms fills in as the host for Andy Willms, while Jim Picerno returns to talk about whether cryptocurrencies like Bitcoin and Ethereum belong in your portfolios.
2022-04-2215 minThe Market CommentatorsIs The Fed Going to Crash the Economy?Inflation that reached heights not seen in 40 years, and is threating to push the economy into a recession. The Federal Reserve is doing its best to provide a soft landing. Is a crash landing more likely?
2022-04-1214 minThe Market CommentatorsThere’s Big Money To Be Had In The Video Game IndustryOn this week’s podcast, Andy is joined by his son Michael Willms, who is an intern at The Milwaukee Company, and a member of Marquette University’s eSports Team. Andy and Michael discuss the big money being made by the top players in the video game industry.
2022-03-3014 minThe Market CommentatorsHow hot is the housing market?In this week’s podcast, the Market Commentator is joined by Jake Willms. The duo will be talking about the current state of the housing market, and when it might finally cool off.
2022-03-2214 minThe Market CommentatorsPlaying CatchupIn this week's episode of The Market Commentator podcast, Andy plays catchup on the recent events affecting markets and offers his opinion on where they are going from here.
2022-03-1509 minThe Market CommentatorsFebruary Market RecapThe Market Commentator recaps February’s tumultuous month in today’s podcast, and shares his thoughts on where we may go from here.
2022-03-0113 minThe Market CommentatorsIs It All About Ukraine?After months of saying it had no intent to invade the Ukraine, Russia has done just that, sending thousands of troops into breakaway regions of the country. In today’s Podcast, The Market Commentator and Jim Picerno, the Director of Analytics at The Milwaukee Company, discuss how Russia’s actions have impacted the markets and where things may go from here.
2022-02-2315 min
The Market CommentatorsDon't Freak Out About Inflation - Yet.In today’s podcast, the Market Commentator explains why he feels that this is no time to panic, even though prices are rising at their fastest pace since the early 1980’s.
2022-02-1108 minThe Market CommentatorsIs The Worst Behind Us?In today’s 8 minute podcast, the Market Commentator discusses why he’s not planning to call a market bottom quite yet.
2022-02-0208 minThe Market CommentatorsWhat Is Russia Really Up To, And What Might It Mean For the Markets?Russia has amassed over 100,000 troops on the Ukrainian border. Will it invade its neighbor, and if it does, what might that mean for the markets? In today’s podcast, The Market Commentator is joined by his colleague, The Capital Spectator (a/k/a Jim Picerno), to discuss the situation.
2022-01-2615 minThe Market CommentatorsAre Growth Stocks Done Growing?In today's podcast, The Market Commentator discusses what's behind growth stocks' recent struggles and whether the recent sell off will lead to trouble for the markets.
2022-01-2508 min
The Market CommentatorsThat Costs How Much?!In today’s podcast, The Market Commentator shares some thoughts about the latest CPI report from the Labor Department, which showed the consumer prices rising at the fastest pace in decades, and lays out 3 scenarios on where things may go from here.
2022-01-1309 min
Download Top Free Audiobooks in Biography & Memoir, History & CultureHope in the Balance: A Newfoundland Doctor Meets a World in Crisis by Andrew FureyPlease visit https://thebookvoice.com/podcasts/1/audiobook/439472 to listen full audiobooks. Title: Hope in the Balance: A Newfoundland Doctor Meets a World in Crisis Author: Andrew Furey Narrator: Andrew Furey Format: Unabridged Audiobook Length: 9 hours 3 minutes Release date: January 11, 2022 Genres: History & Culture Publisher's Summary: NATIONAL BESTSELLER Dr. Andrew Furey, an orthopedic surgeon, was sitting by the fireplace at his home in St John's, Newfoundland and Labrador, watching TV after work, when dreadful images of the aftermath of an earthquake in Haiti burst in on the cosy domestic scene. Human suffering on an epic scale was being documented in real time...
2022-01-1110 min
The Market CommentatorsStrange but TrueIn this week's Market Commentator podcast, Andy shares his views on the Federal Reserve's Open Market Committee meeting minutes from last month, as well as the market's surprising reaction.
2022-01-0710 min
The Market CommentatorsSetting ExpectationsIn today’s podcast, The Market Commentator shares his thoughts about setting expectations for portfolio returns for the next ten years.
2021-12-1515 min
The Market CommentatorsA New Variant EmergesThe Market Commentator discusses a new COVID variant, named Omicron, that rocked global markets last Friday. Andy also offers his thoughts about how investors should cope with this new variant.
2021-11-3012 min
The Market CommentatorsNomination of Jerome Powell to a Second TermIn today’s podcast, the Market Commentator shares his thoughts about President Biden’s nomination of Chairman Jerome Powell to a second term, and what it could mean for the economy and interest rates moving forward.
2021-11-2307 min
The Market CommentatorsShould I Be Investing In Bonds With Rates So Low?In his last couple of podcasts Mr. Market Commentator has talked about mistakes that successful investors avoid. In this week’s podcast, he explains about how investing in bonds even when interest rates are very low can help you avoid two of the most costly of those mistakes, namely giving into FOMO and buying high and selling low.
2021-11-1612 min
The Market CommentatorsCommon Mistakes Part IIIn this week’s podcast, the Market Commentator picks up where he left off last time regarding costly mistakes investors frequently make and how to avoid making them yourself.
2021-11-0408 min
The Market CommentatorsRelax, Don't Do It!In this week's episode of the Market Commentator podcast, Andy shares his thoughts on some of the most common mistakes even the most experienced investors make and how you can avoid them.
2021-10-2808 min
The Market CommentatorsStagflation WorriesWith economic growth slowing, and inflation showing signs that it may be more persistent that originally expected, stagflation has returned to many investors’ radar. In today's podcast, Andy discusses his thoughts about the prospects for stagflation, and offers suggestions on how to limit the harmful effects it might have on your portfolio.
2021-10-2109 min
The Market CommentatorsWarfare In WashingtonAll hell has broken out in DC. Civility has left town as have concerns about what is best for the country. The latest example of this trend – the ongoing battle to raise the deficit ceiling. In this podcast Andy Willms, President and CEO of The Milwaukee Company, talks about what the current feud could mean for your portfolio.
2021-10-0707 min
The Market CommentatorsBond Market UpdateBill Gross, the one-time bond king who co-founded fixed income giant Pimco, wrote last week that bonds belong in “the investment garbage can.” Listen in and hear why The Market Commentator disagrees.
2021-09-0907 min
The Market CommentatorsAugust Jobs Report Disappoints. Now What?The August non-farm payroll report was a huge disappointment, with almost 500,000 fewer jobs being created than surveyed economists had expected. In this podcast, the Market Commentator shares his thoughts about what this could be signaling for the economy and markets ahead.
2021-09-0305 min
The Market CommentatorsChairman Powell SpeaksChairman Powell's press conference offered valuable insights into his thinking regarding when, and how, the Federal Reserve plans to scale back its efforts to stimulate the economy.
2021-08-2704 min
The Market CommentatorsHedging Your BetsGamblers are known to take some risk off the table by hedging their bets. Many investors have also adopted the practice, with mixed success. In today’s podcast Andy discusses the pros and cons of hedging investments in publicly traded securities and The Milwaukee Company’s new Smart Market Beta Strategy, a quantitative, rules-based approach for hedging market risk.
2021-08-1816 min
The Market CommentatorsAre You Paying More In Taxes Than You Need To?In this week’s podcast, Andy Willms is joined by Peter Smiley, a tax attorney with O’Leary-Guth Law Office, S.C. Andy and Peter talk about IRS-approved ways to lessen the drag taxes can be on investment returns.
2021-07-2819 min
The Market CommentatorsEconomic UpdateIn this week’s Market Commentator podcast, Jake and Andrew Willms discuss the current state of the U.S. economy, and what an eventual cooling off might mean for the stock and bond markets
2021-07-2116 min
The Market CommentatorsThe Great Interest Rate DebateIn this week's podcast, The Market Commentators are joined by Mike Willms and Jim Picerno to discuss the outlook for interest rates, and what the recent decline in the ten-year Treasury bond rate might be signaling for the stock market.
2021-07-1425 min
The Market CommentatorsThird Quarter OutlookIn this week’s podcast, The Market Commentators look back on what transpired in the stock and bond markets in the recently concluded 2nd quarter and offer some thoughts on what to watch for in Q3 and the rest of 2021.
2021-07-0717 min
The Market CommentatorsGoals-Based InvestingIn this week’s podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children’s education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.
2021-06-3017 min
The Market CommentatorsRisk Free and High Returns?In this week’s podcast, the market commentators talk about two under-appreciated investments that offer high returns with low - or no - risk.
2021-06-2309 min
The Market CommentatorsAre Taxes Too Low?In this week’s podcast, the Market Commentators are joined by Maureen O'Leary to discuss the "tax-the-wealthy" movement and their views on the effectiveness and fairness of the various tax proposals being circulated around Washington.
2021-06-1617 min
The Market CommentatorsMeme MadnessIn this week’s podcast, Andy and Jake take dive into the ongoing debate on whether enhanced unemployment benefits has led would-be workers to stay home. They also talk about the return of meme madness to Wall Street.
2021-06-0924 min
The Market CommentatorsAre Reports of the Dollar’s Demise Greatly Exaggerated?In this week's episode of the Market Commentator podcast, Jim Picerno rejoins the show to discuss the outlook for U.S. dollar. Andy and Jim discuss the arguments for, and against, a falling dollar, and whether or not the dollar is threatened as the world's reserve currency.
2021-06-0224 min
The Market CommentatorsAs China Goes So Goes the MarketIn this week’s podcast Jake and Andy Willms discuss China’s looming corporate debt crisis and its potential impact on global and U.S. markets. They also discuss China’s efforts to reign in rising commodity prices and the latest developments surrounding the ongoing crypto crash.
2021-05-2619 min
The Market CommentatorsWhich Side Are You On?In this week's episode, Jake returns to the podcast to discuss with Andy what the unprecedented expansion in the deficit and amount of dollars in circulation might mean for bonds and stocks, as well as breaking down the cryptocurrency market and why regulation may dictate its future.
2021-05-1924 min
The Market CommentatorsTiming is EverythingIn this week’s podcast, Andy and Jake Willms discuss why this could be an opportune time to convert your traditional IRA into a Roth. The guys also weigh in on whether the time is right to raise federal the minimum wage.
2021-05-1218 min
The Market CommentatorsRaising Taxes on Wall StreetIn this week's podcast, Jake Willms returns to the show, but this time he will be the one asking the questions. Andy and Jake discuss President Biden's proposed tax raises and how they might affect investors in the future.
2021-05-0515 min
The Market CommentatorsOverdosing on DebtIn today’s podcast, Andy Willms is joined by Dr. Dimitri Delis, Managing Director of Piper Sandler Financial Strategies. Andy and Dimitri discuss the unprecedented growth in deficit spending by the U.S. government, what the ramifications might be, and whether investors need to be concerned.
2021-04-2829 min
The Market CommentatorsFamily Investment LLCsIn today’s podcast, the Market Commentator explains how a family can pool their investment dollars, lower fees, potentially increase returns and safeguard their assets with a family-owned limited liability company (LLC).
2021-04-2111 min
The Market CommentatorsHome Sweet HomeIn this week's podcast, Andy is joined by Michael Curran, the newest member of The Milwaukee Company. Mike and Andy discuss the red-hot housing market, what might cool it off, and ways to add housing to your investment portfolio.
2021-04-1417 min
The Market CommentatorsThe Bitcoin PhenomenonIn this week's podcast, Jake and Andy Willms discuss their thoughts about investing in Bitcoin and the likelihood of Bitcoin becoming a viable alternative to government-backed currencies as a form of payment in commercial transactions.
2021-04-0724 min
The Market CommentatorsAre We Headed for Inflation or Reflation?The battle lines have been drawn between those who fear that inflation may spiral out of control, and those who feel there is nothing to fear but fear itself. In this week’s podcast, Jim Picerno (The Milwaukee Company's Director of Analytics) returns to the podcast to discuss both points of view, and share his view on the subject as well.
2021-03-3123 min
Download Top Free Audiobooks in Biography & Memoir, History & CultureElizabeth & Margaret: The Intimate World of the Windsor Sisters by Andrew MortonPlease visit https://thebookvoice.com/podcasts/1/audiobook/444621 to listen full audiobooks. Title: Elizabeth & Margaret: The Intimate World of the Windsor Sisters Author: Andrew Morton Narrator: Marisa Calin Format: Unabridged Audiobook Length: 10 hours 57 minutes Release date: March 30, 2021 Ratings: Ratings of Book: 4.26 of Total 23 Ratings of Narrator: 4.86 of Total 7 Genres: History & Culture Publisher's Summary: Perfect for fans of The Crown, this captivating biography from a New York Times bestselling author follows Queen Elizabeth II and her sister Margaret as they navigate life in the royal spotlight. They were the closest of sisters and the best of friends. But when, in a quixotic...
2021-03-3003 min
The Market CommentatorsA Primer on SPACsSpecial Purpose Acquisition Companies (SPACs) are all the rage on Wall Street. But just because they are popular does not mean you should invest in them. In this week’s podcast, Mike Willms and I discuss the pros and cons of this new investment vehicle, and whether or not they are sound investments.
2021-03-2422 min
The Market CommentatorsDigital Collectibles are Booming, thanks to NFTsIn this episode of the Market Commentator, Jake Willms rejoins the show to discuss a new trending topic within finance: Non-fungible Tokens (NFTs). Andy and Jake cover the basics of what an NFT is, how and why someone might purchase one, and their opinions of NFTs looking forward into the future.
2021-03-1724 min
The Market CommentatorsPreparing for Rising RatesDan Dujmic, a Principal in Taxable Fixed Income at Piper Sandler & Co., returns to the podcast this week to discuss the potential for rising interest rates and how you can prepare your portfolios now.
2021-03-1027 min
The Market CommentatorsYour Death Could be More TaxingIn this week’s podcast, Andy is joined by his former law partner Maureen O’Leary. Andy and Maureen talk about Democratic proposals to raise the estate and gift tax rate, reduce the amount that can be given away tax free during life and at death, and to increase the taxes investors have to pay on their profitable investments. Andy and Maureen also talk about steps investors can take to lessen the tax bite that follow if these changes were to become law.
2021-03-0324 minThe Andrew Hines Real Estate Investing PodcastBig BRRRRs, Betting on Future Value and Creative JVs with Zac Willms
In E107, Zac Willms discusses his rapid progress since he hit the real estate investing scene about two years ago. Zac has demonstrated a great ability to find properties with hidden potential and we dug deep on his philosophy and approach on this episode in addition to getting into two case studies that feature big cash flow.
Being a realtor, Zac knows his market and knows its potential. He and Andrew discussed this and more in this highly entertaining episode.
Listen on Apple Podcast, Spotify, Google, Stitcher and more @ https://linktr...
2021-02-2853 min
The Market CommentatorsThe Post-Covid US Economic EnvironmentIn this week's podcast, Andy is joined by Dimitri Delis, Senior Economic Macro Strategist and Managing Director of Pieper Sandler Financial Strategies. Andy and Dimitri discuss the outlook for the U.S. economy in the months ahead, the risk of inflation in 2021, whether a stock market correction is imminent, and more.
2021-02-2423 min
The Market CommentatorsSuccess Breeds Success Andy Willms and Jim Picerno discuss how investing in stocks that have positive momentum can lead to higher returns, as well as how to sidestep the drawbacks to so-called momentum investing.
2021-02-1723 min
The Market CommentatorsWill Democratic Control Be Taxing For Your Investments?Peter Smiley, an attorney who specializes in the areas of tax planning and preparation, joins The Market Commentator podcast to talk with Andy Willms about changes to the tax code that, if adopted, would impact all investors, big and small alike. Andy and Pete give special attention to proposed changes to the way capital gains are taxed, and what you can do now to prepare for that possibility.
2021-02-1025 min
The Market CommentatorsGame Stopped?In this week's podcast, Andy is joined by his son Jake, a quantitative analyst with the Milwaukee Company. Andy and Jake explain the GameStop short squeeze, and the impact new investors are having on other highly shorted stocks , silver, and the markets generally.
2021-02-0329 min
The Market CommentatorsThe Prospects of ReinflationIn today’s podcast Andy and Mike Willms discuss the prospects for inflation and “reflation” in 2021, and recent buzz surrounding the so-called “reflation trade”.
2021-01-2722 min
The Market CommentatorsThe State of the Fixed Income MarketIn this week’s podcast, Andy talks with Dan Dumjic, a Principal in Taxable Fixed Income at Piper Sandler & Co. Dan and Andy discuss the current outlook for the fixed income market, the impact rising rates and inflation could have on fixed income investors, and the potential advantages of mortgage-backed securities in a rising rate environment.
2021-01-2022 min
The Market CommentatorsIs There Still a Value Advantage?In this week's podcast, Andrew Willms and Jim Picerno discuss value investing, why its had a long stretch of under-performance, and the likelihood of it making a comeback. This week marks the beginning of a new format for The Market Commentator podcast.
2021-01-1424 min
The Market CommentatorsSoaring to New HeightsIn this week's Market Commentators podcast, the group discuss how markets are rising to new highs in more ways than one. From the Dow Jones to Bitcoin, valuations are continuing to grow, and so are coronavirus cases, which is showing no sign of slowing down.
2020-11-2522 min
The Market CommentatorsThe Great RotationIn this week's podcast the Market Commentators discuss how high stock market valuations have triggered a massive rotation of investor dollars out of growth stocks and into value stocks.
2020-11-1822 min
The Market CommentatorsStay the Course, Wear a Mask!In this week's episode, the Market Commentators focus on the newly-announced COVID vaccine developments from Pfizer and Biontech, as well as the importance of sticking to your investment plan even during uncertain times.
2020-11-1122 min
The Market CommentatorsGridlock is Welcomed on Wall StreetIn today's podcast the Market Commentators discuss why the stock market has been rallying even as the election results remain unknown. Andy, Mike and Jake also offer their thoughts on what may lie ahead for both the stock and bond markets in the days and weeks ahead.
2020-11-0520 min
The Market CommentatorsWill a Blue Wave Drown your Portfolio?Jake Willms serves as the moderator of this week’s Market Commentator podcast. Jake, Mike and Andy consider what a Democratic sweep on election day might mean for the markets and your portfolio, and what (if anything) you should do to prepare for that possibility.
2020-10-2125 minThe Market CommentatorsIf You Can't Beat Them, Outlaw ThemIn this week’s podcast, Andy is joined by his son Jake Willms, who is a quantitative analyst with The Milwaukee Company. Andy and Jake talk about what a blue wave might mean for the stock market and interest rates, some pleasant surprises in the initial 3rd quarter earnings report, and if Congress should slay the tech giants.
2020-10-1430 min
The Market CommentatorsIs It Time to Reconsider BondsIn today’s podcast, the Market Commentators talk about how recent political developments are influencing the stock market, the state of the bond market, whether it makes sense to borrow money to invest in stocks, and if we’re in the midst of a "dot-com" tech stock bubble.
2020-10-0726 min
Download Top Free Audiobooks in Biography & Memoir, History & CultureElizabethans: How Modern Britain Was Forged by Andrew MarrPlease visit https://thebookvoice.com/podcasts/1/audiobook/438530 to listen full audiobooks. Title: Elizabethans: How Modern Britain Was Forged Author: Andrew Marr Narrator: Raj Ghatak Format: Unabridged Audiobook Length: 16 hours 34 minutes Release date: October 1, 2020 Ratings: Ratings of Book: 4 of Total 2 Ratings of Narrator: 5 of Total 1 Genres: History & Culture Publisher's Summary: The Sunday Times bestseller THE STORY OF BRITAIN during the long reign of Queen Elizabeth II. Find out how Britain changed in this entrancing, lively portrait of Britain’s Elizabethan Age by bestselling writer and broadcaster Andrew Marr Britain changed fundamentally during the Queen’s long, distinguished reign. So who made mode...
2020-10-0105 min
The Market CommentatorsA Disappointing DebateIn this week’s podcast, Andy and Mike Willms discuss the first Presidential debate as well as some other political developments that could affect markets in the upcoming weeks. The Market Commentators also talk about the record level of bankruptcies, the ongoing housing boom, and the new found love a couple of the big brokerage firms have for gold.
2020-09-3029 min
The Market CommentatorsThe Politics of InvestingIn this week’s podcast, The Market Commentators discuss the potential impact politics could have on the stock market, including the filling of the Supreme Court vacancy caused by the passing of Ruth Bader Ginsburg, the stalemate in Congress over a new stimulus package, the strain the TikTok debacle is putting on the U.S. and China, and the November Presidential and Congressional elections. The guys also consider the current outlook for the U.S economy and the Covid-19 Pandemic.
2020-09-2330 min
The Market CommentatorsIs there such a thing as too much stimulus?In this week’s podcast, the Market Commentators discuss the prospects for another round of government stimulus and whether the corresponding massive increase in the size of the federal deficit is a cause for concern. Andy and Mike consider the extent to which the S&P 500 and Nasdaq have become increasing concentrated in Facebook, Amazon, Apple, Alphabet/Google and Microsoft, and how that affects investors in ETFs that track those indexes.
2020-09-1607 min
The Market CommentatorsWhat Goes Up...The Nasdaq and the S&P have both entered into correction territory, having fallen by more than 10% over the last few days. In this week’s podcast, The Market Commentators discuss the significance of the sell off, Federal Powell’s recent assertion that it could be years before the Fed lets interest rates rise meaningfully, and the recent suspension of AstraZeneca’s Covid-19 vaccine clinical trial.
2020-09-0927 min
The Market CommentatorsBull vs. BearIn today's podcast Andy and Mike take turns making both the bull and bear case on a variety of issues, including: Will the stock market rally will continue? Has the Coronavirus-triggered recession has ended? Are higher inflation rates looming? Is the worst of the pandemic is behind us?
2020-09-0233 min
The Market CommentatorsHave stock market investors become irrationally exuberant?In this week’s podcast, The Market Commentators discuss if the stock market’s rise to record highs makes sense, whether these levels are sustainable and the potential for more record highs, and what’s happened to all of the stock market bears. The Commentators also consider the Fed’s expected adoption of an “average inflation targeting” policy.
2020-08-2628 min
The Market CommentatorsIs the Buffett Indicator Right?In this week’s podcast, the Market Commentators discuss the Buffett Indicator’s current warning signal, the S&P’s record-breaking recovery and whether this time is truly different. Mike and Andy also weigh in on the outlook for additional government stimulus, and how the ever-growing deficit might impact the markets in the years ahead. Learn more about the Buffett Indicator by reading last week's Trending article.
2020-08-1932 min
The Market CommentatorsToo Much, Too Little, or Just Right?In this week’s podcast, the Market Commentators discuss the government’s efforts to support the economy and whether or not their efforts were the right amount of aid. Mike and Andy also consider if investors need to be worried about the possible return of inflation and rising interest rates, and how to protect against those possibilities. The guys also talk about the exceptionally high prices at which stocks are trading and what that could mean going forward.
2020-08-1222 min
The Market CommentatorsIs There a Better Alternative to Bonds?In this week’s podcast, the Market Commentators discuss a couple of the leading candidates for a Covid-19 vaccine, if bonds still make sense with interest rates so low, whether the market’s recent behavior signals permanent change, and whether the CEO's of America’s tech firm giants deserve all grief the were given by both the Congress and the President last week.
2020-08-0529 min
The Market CommentatorsWill the Dollar's Recent Troubles Mean Trouble for the Stock Market?In this week’s podcast, the Market Commentators talk about what the increase in insider selling and the recent weakness in the dollar might mean for the stock market. The guys also discuss why some are worried about the return of inflation, and what that could mean for investors.
2020-07-2931 min
The Market CommentatorsHow Vulnerable Is the Economy Today?In this week’s podcast, the Market Commentators discuss the latest news regarding COVID-19, expectations for this week’s major earnings reports, and ask the tough question if we are in the middle of a tech bubble that could create vulnerability in our economy today.
2020-07-2229 min
The Market CommentatorsHow Long Will the Mega Tech Stock Rally Last?In today's podcast, The Market Commentators discuss whether the tech giants can continue their impressive run, what to expect as earnings week begins, if bonds should continue to be part of your portfolio with interest rates so low, and whether additional government economic stimulus is warranted.
2020-07-1530 min
The Market CommentatorsWhy You Shouldn’t Just Invest in the S&P 500After a quick recap of what we saw in the markets during the first half of 2020, the Market Commentators discuss government spending on a Covid-19 vaccine and encouraging economic data from ISM. Then we dive into why investing too much betting the S&P 500 could be a risky move.
2020-07-0833 min
The Market CommentatorsManaging Risk When Uncertainty Is Sky-HighThis week The Market Commentators discuss the rise in US Covid cases. Is a V-shaped economic recovery still possible? Will prolonged government stimulus result in a bubble? And most importantly, how can individual investors manage these risks?
2020-06-2430 min
The Market CommentatorsAre We Better Positioned To Deal With A Second Wave?This week The Market Commentators discuss how markets and the economy might respond to a 2nd wave of covid-19: is another lockdown possible? Is more stimulus on the way? And how significant are the advances in treatments? Plus we debate which economic forecasts we trust the most.
2020-06-1724 min
The Market CommentatorsIs This A New Bull Market?This week The Market Commentators grapple with whether we’re in the midst of a new bull market. We discuss the rally in airlines, cruise lines, energy, and REITs; the risks posed by the pandemic accelerating in other countries; TINA and FOMO; and the prospects of a significant stock market pullback in the weeks ahead.
2020-06-1028 min
The Market CommentatorsThe Disconnect Between Wall St and Main StThis week The Market Commentators discuss the disconnect between Wall Street and the US economy; how that disconnect might be resolved; the primary reasons the VIX remains elevated; the wide-ranging impacts of the Federal Reserve’s stimulus; and several other topics.
2020-06-0323 min
The Market CommentatorsA Precarious ReboundThis week The Market Commentators discuss the continued surge in equity markets; the economic risk posed by rising tensions with China; why the difference between new unemployment claims and continuing unemployment claims matters; and how the record-breaking numbers of new brokerage accounts being opened could lead to trouble for the stock market down the road.
2020-05-2719 min
The Market CommentatorsUncertainty Reigns SupremeThis week The Market Commentators discuss Monday’s stock market rally; optimism about Moderna’s potential vaccine; record corporate bond issuance in April; why extreme volatility is still present in markets; and some practical steps investors can take right now (hint: Roth IRAs look very attractive).
2020-05-2030 min
The Market CommentatorsRisk On, Risk Off?This week on The Market Commentators we discuss how the NASDAQ has outperformed other stock market indexes; April’s unemployment numbers; a potential return to normalcy in fixed income markets; why the decision to buy or sell equities should be based on an individual’s investment horizon and risk tolerance; and we grapple with the always controversial question about markets – is this time different?
2020-05-1333 min
The Market CommentatorsInflation & Value StocksThis week The Market Commentators discuss Warren Buffet’s recent actions, conditions in the bond market, the possibility of rising inflation, and where value stocks might fit into an investor’s portfolio. Link to Stat's Covid-19 treatment tracker: https://www.statnews.com/feature/coronavirus/drugs-vaccines-tracker/
2020-05-0632 min
The Market CommentatorsIs the Market Rebound Justified?This week’s episode of The Market Commentators podcast examines the stock market’s rally in April, coronavirus treatment developments, municipal bonds, federal stimulus pros and cons, and diversification.
2020-04-2939 min