Shows
Smart Investing with Brent & Chase WilseyJuly 18th, 2025 | Tariff Impact, Market Bubble, Retail Boom, Trump Kid Accounts, Circle Internet group (CRCL), Archer-Daniels-Midland Company (ADM), Kenvue Inc. (KVUE) & Shake Shack Inc. (SHAK)Are tariffs impacting inflation yet?The Consumer Price Index, also known as the CPI, in the month of June showed an annual increase of 2.7%, which was in line with expectations. Core CPI, which excludes food and energy, came in at 2.9% and was also in like with expectations. It was slightly above May’s reading of 2.8%, but given all the news around tariffs I think most would be surprised to see the limited change in prices given all the concerns. Some economists that tried to find evidence of the tariffs pointed to areas like apparel that had an in...2025-07-1955 minSmart Investing with Brent & Chase WilseyJuly 11th, 2025 | Crypto Crash, ETF Complexity, Dark Pools, Tax-Free Social Security?, Tripadvisor, Inc. (TRIP), Johnson & Johnson (JNJ), AMC Entertainment Holdings, Inc. (AMC) & KeyCorp (KEY)Crypto losses increase 66% in 2024At first you may be saying I thought Bitcoin has been increasing in value? While that is true, you have to remember that is only one of the many thousands of cryptocurrencies that are available. According to the FBI in 2024, there was 149,686 complaints for total losses of $9.3 billion. It was somewhat surprising to learn that people over 60 years old, who I thought knew better than to gamble with cryptocurrencies, was the most with losses totaling nearly $3 billion. If you live in California, Texas or Florida that’s where the most complaints came from wi...2025-07-1255 minSmart Investing with Brent & Chase WilseyJuly 3rd, 2025| Jobs Report Illusion, Job Openings, Apple Goes F1, ETF Income Trap, Pension Payout Choice, The Goldman Sachs Group, Inc. (GS), Robinhood Markets, Inc. (HOOD), (CNC) & (COLM)The June jobs number looks stronger than it really isI want to be clear; I wouldn’t say this was a bad report, but the headline number that showed an addition of 147,000 jobs in the month of June doesn’t show the full picture. The number did come in well above the estimate for 110,000 jobs and it follows upward revisions in the months of April and May that have totaled 16,000 jobs, but the concerning part I saw was government accounted for 73,000 new jobs in the month of June. This did not come from the federal government as t...2025-07-0455 minSmart Investing with Brent & Chase WilseyJune 27th, 2025 | Chinese Stock Scam, Outdated 401(k)s, S&P 500 Risk, Investment Income Tax, Fiserv, Inc. (FI), Pinterest, Inc. (PINS), Duke Energy Corporation (DUK) & General Mills, Inc. (GIS)Watch Out For This Chinese Stock Scam!Yes, there’s another scam out there trying to part you from your hard-earned money. This has happened many times in recent years and it’s occurred in very small Chinese stocks that are vulnerable to manipulation. For some reason some US investors see these and think they’ve hit it big. US regulators try their best, but typically cannot get access…Is The Current 401K System Out of Date?The current 401(k) system was first established 42 years ago in 1978 when the use of norma...2025-06-2855 minSmart Investing with Brent & Chase WilseyJune 20th, 2025 | Retail Resilience, Retailer Stable Coins, AI’s Web Impact, Widow’s Penalty, Adobe Inc. (ADBE), T-Mobile US, Inc (TMUS), Jack in the Box Inc. (JACK) & Celsius Holdings, Inc. (CELH)May retail sales look stronger than headlines showAfter seeing headlines from several media outlets, I was worried May retail sales were slowing to a problem point, but I would say they actually looked quite strong. Compared to April, sales did fall 0.9%, which was larger than expectations for a 0.6% decline. It’s important to point out though that consumer rushed to auto dealers in April to try and beat the tariffs. This led to a 3.5% decline in motor vehicle & part dealers when comparing sales in the month of May to April. Gas stations have also seen declining sa...2025-06-2155 minSmart Investing with Brent & Chase WilseyJune 13th, 2025 | Alternative Assets Crumbling, Tariffs & Inflation, HHS Overhaul, Richer Rich, Retirement Recession, (LULU), (WOOF), (BF.B) & (DOCU)Alternative Assets Appear to Be a House of CardsI remember using that same terminology back before the tech bust about 25 years ago. I was maybe a little bit early back then, but the house of cards collapsed. The more I read about alternative assets the more I scratch my head and ask how is Wall Street getting away with this? In the end, I believe the small investor will end up paying dearly for investing in these alternative assets. I learned something...Tariffs Are Still Not Impacting InflationThe...2025-06-1455 minSmart Investing with Brent & Chase WilseyJune 6th, 2025 | Job Market, Office Space, Facebook Scams, Retirement Savings, Salesforce, Inc. (CRM), The Gap, Inc. (GAP), Wells Fargo & Company (WFC) & Steel Dynamics, Inc. (STLD)Jobs market remains in a good spot Headline nonfarm payrolls increased 139k in the month of May, which was above the estimate of 125k, but below April’s reading of 147k. A big negative in the report was the fact that March and April saw negative revisions that caused payrolls in those months to decline by a combined 95k versus what was previously reported. Even with that, if you zoom out and look at the big picture the economy is still adding jobs at a healthy rate given the fact that the unemployment rate has remained at 4.2%. I...2025-06-0955 minSmart Investing with Brent & Chase WilseyJobs market remains in good spot, Facebook scams, Sell gold Buy platinum, Job openings report, Office space may be harder to find, Computers in our brain, Growth in gambling might become a problemJobs market remains in a good spot Headline nonfarm payrolls increased 139k in the month of May, which was above the estimate of 125k, but below April’s reading of 147k. A big negative in the report was the fact that March and April saw negative revisions that caused payrolls in those month to decline by a combined 95k versus what was previously reported. Even with that, if you zoom out and look at the big picture the economy is still adding jobs at a healthy rate given the fact that the unemployment rate has remained at 4.2%. Facebook scams are o...2025-06-0755 minSmart Investing with Brent & Chase WilseyMay 30th, 2025 | Homebuyers at Record Low, Bitcoin in 401k, Inflation Eases, Accredited Investor Explained, Regeneron Pharmaceuticals, Inc. (REGN), Intuit(INTU), Target Corp (TGT) & Toll Brothers(TOL)First Time Homebuyers Hit a Record LowWith the high cost of housing and higher interest rates, people trying to get their first home dropped to a record low around 23% in 2024. The average age of the first-time homebuyer has increased 10 years over the historical average to 38 years old. The median income is now $97,000 and the first-time home buyers are coming up with an average down payment of 9% of the value of the home. Many of these young buyers are using FHA loans, which require a very small down payment and according to… Is Bi...2025-05-3155 minSmart Investing with Brent & Chase WilseyMay 23rd, 2025 | U.S. Credit Downgrade, EV Declines, 401(k) Private Investments, New SALT Proposal, CAVA Group, Inc. (CAVA), First Solar (FSLR), Levi Strauss & Co. (LEVI), & UnitedHealth Group (UNH)The U.S. just received a downgrade to its credit rating, should you worry?Last week, Moody’s announced it downgraded the United States sovereign credit rating from AAA to Aa1. While a downgrade is important to understand and can have negative consequences for interest rates, this downgrade did not seem too problematic. I mainly say that because Moody’s was the last major credit rating agency to have the U.S. at the highest possible rating. The first downgrade carried the most weight in my opinion as it had the highest shock value. Standard & Poor’s was th...2025-05-2455 minSmart Investing with Brent & Chase WilseyMay 16th, 2025 | U.S. Tariffs and China, Inflation, AI and Jobs, Oil Prices, Trusts and Retirement Accounts, Dick’s Sporting Goods(DKS), Charter Communications(CHTR), Krispy Kreme(DNUT) & Lyft(LYFT)U.S. Tariffs are hurting ChinaExports from China have dropped dramatically which has weighed on China’s economy. This has caused protests due to lost jobs and wages in their economy. Exports from China to the United States dropped 20% in April, but China did pick up exports from other countries like Indonesia, Thailand and Africa. While this may help a little, the export dollars for China to these other countries pales in comparison to the mighty consumption of the US consumer. China’s economy depends on exports considering the fact that in 2024 1/3 of GDP growth came from...2025-05-1755 minSmart Investing with Brent & Chase WilseyMay 9th, 2025 | Palantir Technologies, Big Money Managers, Apple’s Stock, Retirement Income Taxation, The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's (MCD)Why I won’t be buying Palantir technologies anytime soonWhen I’m out in public many times people ask me what my opinions are when it comes to investing, the markets or individual stocks. I have to say the one stock that people seem to be asking the most about recently is Palantir Technologies, their ticker symbol is PLTR. I believe I’m asked about this company because investors look at the hype of the past performance and the fact that this stock is up over 1,000% since going public in 2020. That creates excitement for investors, but is it worth buying...2025-05-1055 minSmart Investing with Brent & Chase WilseyMay 2nd, 2025 | Chinese Stocks, Jobs Report, Job Openings, Recession, Home Title Theft, Zimmer Biomet Holdings, Inc. (ZBH), Take-Two Interactive Software, Inc. (TTWO), Northrop Grumman (NOC) & (GOOG)Should the United States delist Chinese stocks?At first thought with all the craziness of the trade war it sounds like delisting all the Chinese companies from the American stock markets may be a good idea. It is important to know that there are 286 Chinese companies listed on major US stock exchanges. You’ll recognize some of the names like Alibaba, Baidu and JD.com. It is estimated by analysts at Goldman Sachs that US institutional investors currently own about $830 billion worth of Chinese stocks. That is more than two times what… Jobs repo...2025-05-0355 minSmart Investing with Brent & Chase WilseyApril 25th, 2025 | Gold Investment, University Endowments, Trade Wars & Home Prices, Converting Pretax, Netflix (NFLX), The Walt Disney Company (DIS), Albertsons Companies, Inc. (ACI) & (UNH)Should you invest in gold for the long term?Gold has been a great asset to hold over the last year, but I remain a skeptic of investing in gold long term. I personally don’t own any gold nor would I recommend buying gold at this point in time. While the recent gains in the price of gold look attractive, given the fact it is up over 20% so far this year in a difficult market, the long-term results aren’t enticing. There are periods of time where gold has been a strong performer, but trying to gues...2025-04-2855 minSmart Investing with Brent & Chase WilseyApril 19th, 2025 | Heartland States, Consumer Actions, TV Network Sports Deals, Life Insurance, Nvidia (NVDA), Hertz Global Holdings (HTZ), Car Max, Inc. (KMX) & (DOW)Can the heartland states save our country?The heartland states are 20 states pretty much in the center of the country. They have been regaining economic strength over the years and currently about 39% of the US population lives in these states, according to the census bureau for 2024. The population growth in this area was above the rest of the country for the last five years with numbers that have not been seen in over 65 years. Employers in this area grew by 13.2% between 2020 to 2023 and business capital expenditures totaled $76.9 billion in 2023 and have seen an average annual growth of 9.43...2025-04-2355 min
Stressful to SuccessfulBrent Wilsey in Turning Your Stress Into Success Through Hard Work and Building A LegacyAre you trying to plan for retirement but don’t know where to start? Do you want to have your money work for you instead of sitting in the bank? This week, Jaden D’Amico and Tiffany Chasson sit down with Brent Wilsey, President of Wilsey Asset Management. Brent Wilsey also has a radio show and podcast called The Smart Investing Show with his son, Chase Wilsey. Brent Wilsey has appeared not once, but twice on multiple shows such as Dr. Phil! Wilsey discusses all things financial planning, cryptocurrency, networking, and the importance of hard work. Nothing worth having come...2024-05-201h 10
Biz Soup Podcast RadioA Look at How the New Administration Might Change Your Tax Outlook and Retirement Savings PlanA Look at How the New Administration Might Change Your Tax Outlook and Retirement Savings Plan
Episode 088
with Chase Wilsey of Wilsey Asset Management
Chase Wilsey has established himself as a highly regarded investment analyst in the San Diego area. He currently serves as the Vice-President of Wilsey Asset Management, an SEC, Registered Investment Advisory Firm. Chase plays a key role in building the WAM client portfolios by applying proven fundamental analysis to company research and asset selection.
For over 5 years, he has also co-hosted the Smart Investing Show with Brent and Chase Wilsey. The show has been heard on S...2020-12-0917 min
Smart Investing with Brent and Chase WilseyEpisode 49: Investments in 2020 (Investments to avoid & consider in 2020), Different types of Financial Advisors, December 2019 Jobs ReportProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2020-01-1300 minSmart Investing with Brent and Chase WilseyEpisode 48: Microsoft, Apple, and The S&P500, The January Effect, Oil Prices Spike Over 3% - The Dow Dropped More Than 200 Points As Concerns Over The Middle East RoseProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2020-01-1300 minSmart Investing with Brent and Chase WilseyEpisode 43: Positive News For The Housing Market, Trade Talks: U.S. Imports & Vietnam, Charles Schwab Is In Talks To Buy AmeritradeProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-11-2500 minSmart Investing with Brent and Chase WilseyEpisode 42: Indexes Reach Record High, You May Want To Reconsider If You Think It’s Time To Sell,Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-11-1100 minSmart Investing with Brent and Chase WilseyVirgin Galactic (SPCE) Stock, What’s Going On With Boeing? WOW To The Jobs ReportProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-11-0600 minSmart Investing with Brent and Chase WilseyWill High Corporate Tax Rate Affect The Stock Market? US Retail Sales Report, Chipotle Is Now Offering Free College To EmployeeProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-10-2400 minSmart Investing with Brent and Chase WilseyEpisode 38: US Tariffs On EU Goods – What This Means For The US Economy, The Trade War Is Much More Than Just Tariffs, Negotiations Continue Between GM & The UAWProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about. For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-10-1200 minSmart Investing with Brent and Chase WilseyEpisode 37: Job Market Remains Strong With Great Unemployment Numbers, Manufacturing May Be Slowing, But The Service Economy Looks Good – What Does This Mean For The Overall Economic Picture? Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-10-0700 minSmart Investing with Brent and Chase WilseyEpisode 36: Baby Boomers Stock Market Theory – Will Retirees Cause US Equities To Struggle Over The Next Decade?Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-10-0100 minSmart Investing with Brent and Chase WilseySienfeld Is Heading To Netflix & The Big Bang Theory Is Going To HBO, What Does This All Mean In The World Of Streaming? Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-09-2300 minSmart Investing with Brent and Chase WilseyApple’s Release Event Seemed Uneventful, What Does This Mean For The Stock? WeWork Continues To See Its Valuation Slashed Pre IPO, Should The Company Continue With Its Listing?Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-09-1600 minSmart Investing with Brent and Chase WilseyEpisode 32: Ulta Beauty Shows Why You Shouldn’t Chase Growth, Rights For NFL Games Are Coming Due – What’s This Mean For Media? Why India Could Pose As A Major Challenge To ChinaProviding fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-09-0300 minSmart Investing with Brent and Chase WilseyEpisode 31: Watch Out For Total Bond Funds - You Could Be In For A Rude Awakening, Target Stock Jumps To An All Time High, Is Tesla Back In the News With Problems?Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/ 2019-08-2600 minSmart Investing with Brent and Chase WilseyEpisode 29: Concerns With China Trade Talk Have Escalated, Where Do We Go From Here? Interest Rates Around The World Are Going Crazy, What Should You ...Aired: 8/10/2019 8 AM:: Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/2019-08-1000 minSmart Investing with Brent and Chase WilseyEpisode 27: Facebook’s Fine Large Enough? Is Amazon Good Or Bad For The Consumer? Good GDP Report Reduces Fear Of Recession.Aired: 7/27/2019 8 AM:: Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.For More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/Sign-Up For Our Free Weekly E-Newsletters: https://www.wilseyassetmanagement.com/newsletter2019-07-2700 minSmart Investing with Brent and Chase WilseyEpisode 26: Why Equities Could Continue Their Recent Rally, Problems Continue In China, Merrill Lynch’s Major LawsuitAired: 7/20/2019 8 AM:: Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/Sign-Up For Our Free Weekly E-Newsletters: https://www.wilseyassetmanagement.com/newsletter2019-07-2000 minSmart Investing with Brent and Chase WilseyEpisode 25: Netflix, Boeing & Index InvestingAired: 7/13/2019 7 AM:: Providing fundamental analysis on stocks, economic updates, investment tips, and taking your calls every Saturday to answer your questions about investments you want to know about.Featured Topics On This Week’s Episode:New competition looms for Netflix, will it be losing subscribers?Boeing troubles continue, stay away from the stock!Index investing has had a great decade, but the next decade looks troubling.More Episodes: https://podcasts.apple.com/us/podcast/smart-investing-with-brent-and-chase-wilsey/id1186362516Learn More: https://www.wilseyassetmanagement.com/Sign-Up Fo...2019-07-1300 min