The Capitalist Investor with Mark Tepper

The Capitalist Investor with 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

Episodes

August 4, 2022 21 min

Headlines are reading all over the map lately and this week’s episode of “The Capitalist Investor,” sifts through them. In Episode #138 Derek, Tony, and Luke touch on the usual topics: taxes, inflation, recessions, and employment. But after Nancy Pelosi’s visit to Taiwan, new issues have arised and the threat of economic warfare is looming. What’s happening today domestically and internationally is something people will reflect on ...

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Do you believe in coincidences? How attached are you to textbook definitions? This week, Derek, Luke, and Tony talk about politicians and corporations buying time – or perhaps pitching lies. As we approach the second quarter GDP reading, the White House quickly adjusted the concrete definition of a recession to soften the administration’s blow, meanwhile companies are holding back a bit of the blunt truth on their earnings calls. T...

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The banks aren’t providing the best guidance right now as we inch towards a recession. Simply put: they’re concerned, cutting buybacks a bit, hunkering down, and building up a war chest in case we repeat 2008. In Episode #136 of “The Capitalist Investor,” Tony and Derek spend time naming key recession indicators and how everything ties together – even employment, although lately it’s been raising some questions. Wherever you get yo...

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While we may be experiencing some tough times here in the states, the European economy is taking some harder hits. For the first time since 2002, the value of the euro is about equal to the U.S. dollar again – a sign of a shrinking European economy and a surging American dollar. 

This week, Derek and Tony discuss some of the good news going around: a strong U.S. dollar, cheaper imports, and a much needed decrease in gas prices. But ...

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Nothing these days is normal –– gas prices, food costs, inflation, and inverted yield curves are all onto worrisome paths. This week on “The Capitalist Investor,” Derek, Tony, and Luke talk about extremes and the warning signs the economy is giving off. While people are still spending, there’s still some panic going around. But when will the mass panic ignite? Will it be in the next month? Will it come in November with the midterm ...

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Inflation is hitting all over the globe right now, but American’s will really feel it where it hurts the most: on the Fourth of July. Cookouts, fireworks, and the typical Independence Day festivities will all cost a little bit more this year. So, what does being an educated consumer look like? Is now the right time to start buying into speculative stocks? Would a giant flying sky hotel be a mistake, or a marvel? In Episode #133 of ...

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June 23, 2022 26 min

It’s more than touchdowns, football is a business just like everything else. In Episode #132 of “The Capitalist Investor,” Derek, Luke, and Tony discuss a local debate here in Cleveland –– the chances of a new billion-dollar Browns stadium.  Fan or not: this week’s episode focuses on the economics behind football stadiums, public tax funding, local infrastructure, and city revenue generation. It’s not just about Cleveland, it’s any...

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Right now it might seem impossible to free up your cash flow but it doesn’t have to be that difficult –– just follow a simple recipe. In Episode #131 of “The Capitalist Investor,” Derek and Luke are joined by Gordon Stein, the author of “Cashflow Cookbook” to discuss how defenseless consumers feel against today’s economy and what tools we can all use to build back our financial freedom. There’s no shortage of cooking puns in this w...

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Money talks and this week we’re talking golf. There’s been a lot of rumblings over the last couple years from PGA Tour players and how they make their money. When the opportunity to join a new league, make more capital, and earn a stable income appeared for many of these golfers, it’s not shocking that some of them took it, despite the consequences. In Episode #130 of “The Capitalist Investor,” Mark, Derek, and Luke go off script a...

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Where are you most productive –– at home or in the office? As the labor market tightens, businesses are scrambling to raise productivity rates; many of them are calling for employees to ditch their makeshift work from home setups and go back to the office. On this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony discuss Elon Musk’s latest remarks about employee productivity and working from home. The guys also rev...

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Before the age of social media and the internet, information about the economy flowed slower and people still had time to panic. Today, people still panic. But the panic sets in faster and they react quicker –– right at the snap of their finger as they scroll online. In this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony focus on Snap’s latest profit forecast and how the social media company’s report sent the ma...

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What’s going on in the economy right now can be deeply felt at a personal level. How much has your grocery bill increased in the past couple months? Where are you trying to spend less –– is it at the store, booking travel, or subscription services? In Episode #127 of “The Capitalist Investor,” Derek and Luke analyze several companies' earnings reports and different cost trends they see in their everyday lives. The guys touch on...

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Wall Street believes there’s only a 50 percent chance of a recession. And if that recession takes place, it would be in 2023, a short and shallow one. We completely disagree. In Episode #126 of “The Capitalist Investor,” Mark, Derek, and Tony don’t question the odds of a recession but what the bubble will be that bursts and unwinds it. This week’s episode begs the question: what looks weird right now? In 2000 it was the tech stocks...

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Everyday there is something new we wake up to, but what’s always the same lately is the market’s pain. Sky high inflation, geopolitical risk, slowing economic growth, labor shortage –– the market is in a negative place right now. But is it at its bottom? On episode #125 of “The Capitalist Investor,” Mark is back with Luke and Derek to talk about the stock market’s chance to recover, and the decisions at play to see it happen. The g...

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Elon Musk is everywhere: the news, the media, our Twitter feeds. People can’t get enough of him and his revolutionizing maneuvers. The world needs its town hall and we’re curious to see what Musk has in store for it and what he will unveil. In Episode #124 of “The Capitalist Investor,” Derek and Luke are joined by Tony to talk about the left-wing media’s portrayal of Musk’s Twitter venture, and Fidelity as they pioneer the 401(k) s...

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Seeing the economy from a different perspective is essential. Investors need to be able to find a balance to what they know and what business owners see and experience out in the world. This week, Derek and Luke bring a new perspective to the table and speak with Matt Guse –– President and owner of MRS Machining, a small business machining company based in Wisconsin. The guys have discussed inflation, labor shortages, and supply ch...

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A golfer’s most useful tool is course management –– it allows them to plan ahead, set their eyes on a specific score and work backwards to reach it. It’s not about getting birdies, but avoiding those double bogeys. Golf is about course management, the stock market is about risk management; right now it’s time to avoid mistakes and just keep the ball in the fairway. This week, Mark is joined by Luke and Tony as they discuss all the ...

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Elon Musk transfixed Twitter once again. But in a new type of way he’s ever done before. How will Elon change the scope of social media now that he’s taken a position and will serve as a board member for Twitter? He’s shown his power and what he’s capable of, hopefully he’s capable of finally bringing an edit button to the world. This week, Derek, Luke, and Tony cover the niche topics and events of the week and fill in on the news ...

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Which scenario is real, which is false? A) Meme stocks like GameStop and AMC are currently outperforming the market substantially. B) A leading actor slapped a comedian on stage, on live TV, and won his first ever Oscar Award on that same stage not long afterwards. 

Trick question, both events are real. We may be living in a very unpredictable world, but we’re able to at least predict what the news you’re reading looks like.  If the...

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Recession, this. Recession, that. The word keeps popping up everywhere; in headlines, on the news, and on social media. When you hear the word “recession” does it send a shiver up your spine? People fear recessions. Or do they fear what they often allude to? Episode #119 of “The Capitalist Investor,” is all about the good, bad, and ugly that comes with recessions. The guys also touch on IRS tax refunds as well as what we’re current...

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