Smart Investing with Brent & Chase Wilsey

Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.

Episodes

March 29th, 2025 | Tariffs Push Back, 401(K) Investors, Contradicting Inflation Readings, Credit Score Boost Before a Mortgage, Nike, Stanley Black and Decker (SWK), Wingstop (WING) & Viasat (VSAT)

March 31, 2025 • 55 mins

US retailers push back against tariffs

I believe it is good news retailers are not pushing back against the US, but against countries where they buy products from. Companies like Home Depot, Walmart and Target are pushing back against production coming out of China. If a tariff is 10% the companies are pushing for the country to pick up the total cost and when tariffs jumped to 20%, they are getting push back on reducing costs by th...

Mark as Played

March 22nd, 2025 | Stock Market Pain, Top Consumers, Long-Term Stocks, Form 5498, Tesla, Inc (TSLA), Lockheed Martin Corporation (LMT), Lear Corporation (LEAR) & Gilead Sciences, Inc.

March 26, 2025 • 55 mins

Is there more pain coming for the stock market?
Both the NASDAQ and the S&P 500 have now hit correction territory and people are hoping that the worst is behind us. I would tell people to be prepared for more pain. The tariffs are still a big concern and the uncertainty around them has not cleared. Also, even with the pullback valuations for stocks are still high. We base our concerns on the fact that many valuation ratios a...

Mark as Played

March 15th, 2025 | Private Equity in 401K’s, Bitcoin Strategic Reserve, Inflation Report, Inflation Front, State and Local Tax (SALT), DoorDash, Inc(DASH), Rocket Companies, Inc.(RKT) & Verizon (VZ)

March 17, 2025 • 55 mins

Should private equity be allowed in your 401(k)?
A bitcoin strategic reserve is a terrible idea
Inflation report puts stagflation risks at ease
Another win on the inflation front
Who Benefits from Repealing the “SALT” limit?

Companies Discussed: DoorDash, Inc (DASH), Rocket Companies, Inc. (RKT) & Verizon Communications Inc. (VZ)

Mark as Played

March 8th, 2025 | Church Pension Plans, Structured Products, Job Report, Avoid State Taxes from Federal Debt, Sempra (SRE), The Mosaic Company (MOS), Zoom Communications (ZM), & Discover (DFS)

March 7, 2025 • 55 mins

Church pension plans may be at risk I hate to say this because we all want to believe that one of the safest places to go is church. Unfortunately, there are church pension plans like Saint Claire’s Hospital in Schenectady, New York and Saint Joseph Hospital in Rhode Island that had no or very little money left for retirees when it was time for their retirement. You may be wondering how can that be? Pension plans should be safe esp...

Mark as Played

March 1st, 2025 | Home Sales, Home Sellers, Overpriced AI, Berkshire Hathaway, Full Retirement Age, Freeport-McMoRan Inc.(FCX), Qualcomm Incorporated(QCOM), Super Micro Computer (SMCI) & (LLY)

February 28, 2025 • 55 mins

Home sales are starting to look weak Last week we saw the release of existing home sales in the month of January and the decline was far bigger than expected. The number of units sold on an annual basis was 4.08 million, which was a decline 4.9% compared to the prior month. Analysts were expecting a smaller decline of 2.6%. While inventory remains tight at a 3.5-month supply, it is improving. Month over month inventory increased 3....

Mark as Played

February 22nd, 2025 | Senior Housing Market Boom, Young Investors, Weak Consumer Sentiments, Tax Traps with Rentals, Intel Corporation(INTC), Illumina Inc.(ILMN), The Kraft Heinz Company(KHC) & (HIMS)

February 21, 2025 • 55 mins

Will the senior housing market boom continue going forward? Investors may think with the population getting older that investing in senior housing could be a great investment going forward. They could be right as the oldest boomers turn 80 at the end of this year. What’s even more amazing is that the US population of 80-year-olds and older will hit 18.8 million in the next five years, that is a 27% increase from today. Senior housi...

Mark as Played

February 15th, 2025 | AI Electricity Usage, Mag Seven, Producer Prices, Credit Card Interest, Dollar Tree, Inc. (DLTR), Grand Canyon Education, Inc. (LOPE), Mondelez International, Inc. (MDLZ) & (PSX)

February 14, 2025 • 55 mins

How much electricity will AI need?To train AI models companies use graphics processing units, also known as GPUs. They are now starting to build larger clusters of GPUs, which requires even more electricity. How much electricity you may ask? AI data centers use about 30 Megawatts of electricity at a time. If you don’t understand megawatts, let’s just say it’s a lot of power. Picture 30 Walmart stores and how much electricity they u...

Mark as Played

February 8th, 2025 | Job Openings, Jobs Growth, Climate Mutual Funds, Private Equity, 401(k) Loans, Fox Corporation (FOXA), PVH Corp. (PVH), Dollar General Corporation (DG) & (UPS)

February 7, 2025 • 55 mins

Job openings post a sharp decline The Job Openings and Labor Turnover Survey, also known as the JOLTs report, showed job openings of 7.6 million in the month of December. This was below the estimate of 8 million and the reading of 8.09 million in the month of November. While this may sound disappointing, this still leaves the ratio of open jobs to available workers at 1.1 to 1. A softening labor market is still not a bad thing cons...

Mark as Played

February 1st, 2025 | 2025 Bank Earnings, DeepSeek News on AI, Custodians are not Fiduciaries, GDP Growth, Tax Time, Electronic Arts Inc. (EA), CSX Corporation (CSX), Dole PLC (DOLE), Juniper...

January 31, 2025 • 55 mins

What bank earnings reveal for 2025 Most big bank earnings are out now and the news and the guidance did lean on the positive side. A concern was revealed, which was no surprise to us that loan growth was only up 1.1% from a year ago. It is expected to see loan growth for 2025 of around 2.6%. Bank of America was the big winner here reporting loan demand grew 5 % from last year, but regional bank KeyCorp disappointed investors with t...

Mark as Played

January 25th, 2025 | Reduced Regulations for Businesses, Tariffs, Liquor Sales, Mortgages, Costco Wholesale Corporation (COST), Oracle Corporation (ORCL), The Walt Disney Company (DIS) & (GD)

January 24, 2025 • 55 mins

Businesses should do well with reduced regulations going forward Reducing regulations saves companies both time and money and time is always money. Starting in 2025, it is expected that for every new regulation that goes on the books, 10 regulations must be eliminated. I was unaware of what is known as the congressional review where a new President along with Congress can undo certain rules that the previous administration put on t...

Mark as Played

January 18th, 2025 | Millennials and Home Buying, Inflation, TikTok, Capital Gains and IRMAA, Moderna, Inc. (MRNA), Signet Jewelers Limited (SIG), Teladoc Health, Inc. (TDOC) & Qorvo, Inc.(QRVO)

January 17, 2025 • 55 mins

Millennials are a little gun shy on buying a home, but they have good reason to be concerned Looking back 30 to 40 years ago when families purchased a home, they did it as a place to raise a family and they weren’t so focused on how much money the house would be worth in the short term. Millennials who were born between 1981 to 1996 and are now between the ages of 29 and 44 years old are old enough to remember the 2008 Great Recess...

Mark as Played

January 11th, 2025 | JOLTs , Apple Intelligence, Tariffs, Catch-Up Contributions, Expand Energy Corporation (EXE), Paychex, Inc. (PAYX), Cintas Corporation (CTAS) & United States Steel Corporation (X)

January 10, 2025 • 55 mins

The job report was good, but why is that bad? Before we go into why the good report was bad, let’s talk about some of the data. The expected number of payrolls was 155,000, which came in well above that at 256,000 jobs for the month of December and also increased from November when it was 212,000 jobs. This high increase in payrolls caused unemployment to drop to 4.1% and came along with an increase in average hourly earnings of 0....

Mark as Played

January 4th, 2025 | Fraud, Airline Stocks, Private Prison Boom, Social Security Changes, Tidewater Inc (TDW), Constellation Brands, Inc. (STZ), Carvana Co. (CVNA) & VeriSign, Inc. (VRSN)

January 3, 2025 • 55 mins

Watch out for record fraud when shopping. With technology, shopping has become so easy and set records in 2024 of around $5.3 trillion. While this by itself is a problem as some people are over shopping, it has also invited more fraud than ever before and for the first three quarters of 2024 there was an increase of 14.5% to $8.7 billion of shoppers who lost money to fraud. Two things are happening here. First, consumers may be to...

Mark as Played

December 28th, 2024 | Oil Demand, Understanding Compounding, AI Stocks, Double and Triple Taxation, Macy's, Inc (M), Xerox Holdings Corporation (XRX), PepsiCo, Inc (PEP) &Mastercard Incorporated (MA)

December 27, 2024 • 55 mins

We could see a huge increase in oil demand in 2025! With oil trading under $70 a barrel, gas prices have continued to fall. But unless the world starts producing more oil in 2025, we could see a big reversal in the price of oil. I base that on an estimate from the International Energy Agency as they expect a huge increase in the demand of oil. They are estimating oil consumption of 1.1 million barrels per day, which would be a 31% ...

Mark as Played

December 21, 2024 | Investing, Pharmacy Benefit Managers (PBM), Stock Market Fall, Funding an HSA, Netflix, Inc. (NFLX), RH (RH), Broadcom Inc. (AVGO) & Occidental Petroleum Corporation (OXY)

December 20, 2024 • 55 mins

Is investing just looking too good these days? When everything is going up including stocks, commodities and cryptocurrencies, one has to stop and think is this the top? In November US equity trading increased by 38% compared to November 2023. The last time we saw this type volume was in 2021 when meme stocks were the major craze. The CEO of Robinhood, Vlad Tenev, stated a few weeks ago that they’re looking at expanding into sports...

Mark as Played

December 15th, 2024 | Upcoming Stock Market Correction, Oil Drilling Technology, Inflation, Charitable Gifts, The Cigna Group (CI), The Kroger Co. (KR), The PNC Financial Services Group, Inc. (PNC)..

December 13, 2024 • 55 mins

You should be prepared for the upcoming stock market correction!At Wilsey Asset Management we are prepared for an upcoming correction in the stock market. That doesn’t mean we or you should sell all your positions and go to cash. What it does mean is you should take a close look at your portfolio and see if you’re over concentrated in certain positions, especially those that are trading at lofty valuations based on earnings, sales,...

Mark as Played

December 7th, 2024 | Job openings, labor markets, Holiday spending, 24 hours Trading, Tax Problems with Overconcentrated Portfolios, Intel Corporation (INTC), Target Corporation (TGT), The Gap, Inc...

December 6, 2024 • 55 mins

Job openings remain strong, what does that mean for our economy? The Job Openings and Labor Turnover Survey, also known as the JOLTs Report, showed job openings of 7.74 million in the month of October topped expectations of 7.5 million and increased from September’s reading of 7.4 million. While it was nice to see the increase, I wouldn’t be surprised to see job openings decline further from here. Openings peaked in March 2022 at o...

Mark as Played

November 27, 2024 | Educational show where Brent and Chase Wilsey discuss fundamental analysis and how they use it to manage their $700M portfolio

November 27, 2024 • 55 mins

Mark as Played

November 23, 2024 | SEC Changes, CEO of MicroStrategy, Housing Market, IRA Income Limits, Comcast Corporation (CMCSA), Delta Air Lines, Inc. (DAL) & Alphabet Inc. (GOOG)

November 22, 2024 • 55 mins

Changes in the SEC under Trump that you should know There will be many changes under Trump, but for investors the SEC, which is also known as the Securities and Exchange Commission could be a big one. The current head of the SEC, Gary Gensler, is likely gone for sure. He has been tough on Wall Street and even tougher on cryptocurrencies. It is likely Trump will appoint a new SEC chairperson who will want to have less control over W...

Mark as Played

November 16th, 2024 | Consumer Spending, Tariffs, Inflation, Work Income vs Retirement Income, Honeywell International Inc. (HON), Dominos Pizza, Inc. (DPZ) & Bristol-Myers Squibb Company (BMY)

November 15, 2024 • 55 mins

Are you spending like other consumers? Retail sales in the month of October showed an impressive gain of 2.8% compared to last year. With lower gasoline prices, gas stations were a major negative as they declined 7.1% compared to last year. If this group was excluded from the headline number, retail sales would have been up an even more impressive 3.7%. There were several areas of strength as gains were quite broad across various i...

Mark as Played

Popular Podcasts

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

The Breakfast Club

The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!

The Clay Travis and Buck Sexton Show

The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

The Joe Rogan Experience

The official podcast of comedian Joe Rogan.

Advertise With Us