Magnificent 7 & Tech Stocks – Wealth for Life

AZ TRT S05 EP03 (218) 1-21-2024

 

What We Learned This Week:

• Magnificent 7 - new hottest tech stocks all should own: FB, APPL, AMZN, NVDA, TSLA, MSFT, GOOG
• FAANG Stocks - *past hot list: FB, Apple, Amazon, Netflix & Google
• Top Tech Stocks were 30% of the S&P Index Weighted Average
• Tech Stocks - AI, Cloud, Chips
• Zombie Co‘s - too much debt service, no growth
• Interest Rates - how this affects stock prices

 

Co-Host: Denver Nowicz, President - Wealth For Life

 

https://wealthforlife.net/brt/

https://twitter.com/denvernowicz 

Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.

 

 

 

 

Notes:

Here are some reference notes for the topics about the market being discussed in this podcast.

 

Indexes – over the last year

Dow - 38K, up from 33K Jan. 2023 – up 12%

S&P - 4900, up from 4000 Jan. 2023 – up 18%+

NASDAQ – 17.5K, up from 11.9K Jan. 2023 – up 30%+

 

 

Top 25 Components by Market Cap by Investopedia

Because the exact weightings of the top 25 components are not available from S&P directly, the weightings below are from the SPDR S&P 500 Trust ETF (SPY). SPY is the oldest exchange-traded fund (ETF) that tracks the S&P 500 and holds $406.6 billion in assets under management (AUM) as of Sept. 20, 2023, and is highly traded.9

As a result, the SPY's portfolio weightings provide a good proxy for investing in the underlying S&P 500 index, although the two may not be exactly the same. As of Sept. 21, 2023, the following are the 25 largest S&P 500 index constituents by weight:

Top10 = est. 30% of S&P

1. Apple (AAPL): 7.05%
2. Microsoft (MSFT): 6.54%
3. Amazon (AMZN): 3.24%
4. NVIDIA (NVDA): 2.79%
5. Alphabet Class A (GOOGL): 2.13%
6. Tesla (TSLA): 1.95%
7. Alphabet Class C (GOOG): 1.83%
8. Berkshire Hathaway (BRK.B): 1.83%
9. Meta (META), formerly Facebook, Class A: 1.81%
10. UnitedHealth Group (UNH): 1.28%

 

Magnificent Seven Stocks Performance – from Investors.com

Company Name	Symbol	2023 YTD Performance
Alphabet	(GOOGL)	+50%
Amazon	(AMZN)	+79%
Apple	(AAPL)	+52%
Meta Platforms	(META)	+178%
Microsoft	(MSFT)	+55%
Nvidia	(NVDA)	+235%
Tesla	(TSLA)	+106%

Dubbed the Magnificent Seven stocks, Apple, Microsoft, Google parent Alphabet, Amazon.com, Nvidia, Meta Platforms and Tesla lived up to their name in 2023 with big gains. The Magnificent Seven stocks are among the best stocks to buy and watch in the stock market today.s Ali Coram Justin Niel

Due to their outsized market capitalizations, Magnificent Seven stocks hold a disproportionate influence on the market-cap weighted Nasdaq composite and S&P 500 indexes.

 

 

What are FAANG Stocks? – from Corporate Finance Institute

FAANG stocks are the publicly traded stocks of U.S. technology giants Facebook, Amazon, Apple, Netflix, and Google. They are among the best-performing technology and most well-known companies in the world.

Currently, the combined market value of FAANG exceeds $3 trillion. It accounts for almost 10% of the U.S. stock market’s total market capitalization of $31 trillion. The price movement of FAANG stocks impacts the entire market, affecting even investors who do not own FAANG stocks.

All the companies are traded on the NASDAQ Stock Market. In addition, the FAANG stocks are part of the S&P 500 Index, which includes the 500 largest publicly-traded companies by market capitalization traded on the NYSE or NASDAQ.

 

Tech Stock examples by field –

 

AI Stocks

Nvidia - NVDA

Cisco - CSCO

Arista Networks - ANET

Google - GOOG

Microsoft - MFST

Amazon - AMZN

Cloudfare NET

Broadcom - AVGO

Palantir - PLTR

 

 

Chip – Semi Stocks (from money.usnes.com)

SEMICONDUCTOR STOCK	IMPLIED UPSIDE AS OF JAN. 9 CLOSING PRICE
NXP Semiconductors NV (NXPI)	22.8%
Qualcomm Inc. (QCOM)	14.4%
Monolithic Power Systems Inc. (MPWR)	26.3%
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)	9.9%
Nvidia Corp. (NVDA)	21.7%
ON Semiconductor Corp. (ON)	42.8%
Advanced Micro Devices Inc. (AMD)	8.5%

 

 

Cybersecurity Stocks - via Investors.com

HACK – ETF of Cybersecurity Stocks

Crowdstrike - CRWD

Palo Alto - PANW

Fortinet - FTNT

Zscaler - ZS

Checkpoint - CHKP

Cisco - CSCO

 

More from Investors.com: HERE

 

 

'Zombie' Companies already make up 11.5% of U.S. listed stocks

Provided by Morningstart via Dow Jones

Oct 31, 2023  By Joy Wiltermuth

 

Investors should brace for more bankruptcies

About 11.5% of listed U.S. stocks already belong to a large network of "zombie" companies that have consistently earned less than they owe in interest costs, according to a tally from Glenmede.

While that might not sound ideal, higher bond yields or a recession could make a potentially ugly situation for investors even worse.

"The combination of rising borrowing costs and heightened recession risks could begin to tip zombie companies into bankruptcy," a team led by Jason Pride, chief of investment strategy and research at Glenmede, wrote in a Tuesday client note.

Stocks, unlike bonds, often are at risk of seeing their entire value wiped out if a company files for bankruptcy. Recessions also tend to shake out smaller and weaker companies with high debt loads, in part because funding from Wall Street can dry up.

The Glenmede strategy team arrived at their zombie figure by looking at the share of companies in the Russell 3000 index RUA whose earnings before interest, taxes, depreciation and amortization didn't meet their interest costs in the past three years.

While off peak levels in the wake of the pandemic, the chart suggests an elevated risk of public U.S. companies vulnerable to collapse.

 

 

 

Dogs of the Dow – from NASDAQ.com

The 2024 Dogs of the Dow

STOCK	DIVIDEND YIELD	RANK IN 2023
Walgreens	7.21%	4
Verizon	7.13%	1
3M	5.52%	5
Dow Inc.	5.03%	2
IBM	4.06%	6
Chevron	3.98%	9
Amgen	3.14%	7
Coca-Cola (NYSE: KO)	3.13%	-
Cisco Systems	3.09%	8
Johnson & Johnson (NYSE: JNJ)	3.04%	-

 

Data source: DogsoftheDow.com

 

The basics of the Dogs of the Dow strategy

Many investors love the Dogs of the Dow because it's so easy to follow. All you have to do is look which 10 stocks among the 30 Dow Jones Industrials components have the highest dividend yield on the last day of the year. Then, invest an equal amount in each of those 10 top-yielding stocks, and hold those investments through the end of the subsequent year.

When the end of the year comes, you can either abandon the Dogs of the Dow strategy entirely, or you can repeat it for the following year. If you choose to stick with the Dogs of the Dow, you'll just need to rebalance to account for relative performance of the 10 stocks, along with replacing any stocks whose yields have fallen below the threshold for Dogs of the Dow eligibility with those whose yields have risen sufficiently to take their place.

 

 

 

 

More Info on WFL and Tax Free Matching: HERE

 

Wealth For Life Topic:  HERE

 

Link to Taxes Show on 10/31/2021 w/ Denver: Here

Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here

Link to Shows, Denver was a Guest: Here

 

Investing Topic: https://brt-show.libsyn.com/category/investing

 

Tech Topic: HERE

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

  

Thanks for Listening.

Please Subscribe to the BRT Podcast.

 

 

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. 

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. 

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… 

 

AZ TRT Podcast Home Page: http://aztrtshow.com/

‘Best Of’ AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

This week Paul and John give their 2024 market outlook predictions.

Tune in to this enlightening episode to learn the essential factors to consider before prepaying a loan. Our host shares insights and guides listeners through a comprehensive analysis of loan prepayment scenarios.

 This episode will empower you to make informed and financially responsible choices.

So, hit the subscribe and follow us on Bingepods or your favourite podcast app.

For more details please visit our website https://www.angelone.in/

In this episode, we explore the key differences between self-investing stocks versus investing in mutual funds. We break down the different factors of each approach and provide practical tips for listeners to consider when deciding which investment strategy is best for them.

This episode will help you make informed decisions about your personal investment strategy.

So, hit the subscribe and follow us on Bingepods or your favourite podcast app.

For more details please visit our website https://www.angelone.in/

In this episode, our host explains what NCLT (National Company Law Tribunal) is all about and shed light on its purpose and existence. 

Furthermore, we discuss the recent market news and headlines around company insolvency, mergers & proceeding that involved NCLT.

This episode is a beginner-friendly guide to understand NCLT and its relevance. 

So, hit the subscribe and follow us on Bingepods or your favourite podcast app.

For more details please visit our website https://www.angelone.in/

 

 

Wealth for Life – Own a Business, the Best Asset to Grow Wealth

BRT S04 EP06 (168) 2-5-2023

 

Things We Learned This Week

•          Wealthy use Different Strategies – how they approach investing, business, opportunities, tax strategy

•          You’re not going to get rich investing in stock, if you have a $50k / year salary, not saving & investing enough $

•          Wealthy own Assets, Business, Real Estate, Stocks

•          Tax Strategy needed when you Earn $250K +, more income, more taxes

•          Loans – using leverage is the key to Tax Free Income – put more $ money into investments

•           Offense / Defense – segment Assets into categories, create income from Assets

 

 

 

 

Co-Host: Denver Nowicz, President - Wealth For Life

https://wealthforlife.net/brt/

https://twitter.com/denvernowicz 

Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.

 

 

 

Notes

Seg. 1

You get paid for the value you provide, the perceived value Tony Robbins quote.

If you think the wealthy use different strategies than the average person, you are correct.

You’re not going to get rich investing in stocks on a $50,000 a year salary. Not investing enough $. When you earn W-2 income, you pay income taxes. So if you make $50,000 you are in a 22% income tax bracket, and the money you take home is 39,000. 

Income tax was created in 1913 with the 16th amendment. Rates have varied over the last hundred plus years being the highest during World War II and getting reformed in 1986. 

Here is the link to the current tax brackets - https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

 

If you earn $50,000 a year, that breaks down to $1,000 / week, and a little over $4,000 / month. If you want to earn $100,000 a year you need to make $50 / hour, and $2,000 / week, and a little over $8,000 / month. 

Do you want to earn $500,000 / year, then you need to make $250 / hour, or $1 million / year you need to make $500 / hour, $20,000 / week, and $83,000 / month.

When you look though at what rich people do, they are often not making their money based on income alone. Often income is just a small portion of it. Most people grow wealth by owning assets, real estate, or building businesses.

If you look at the Forbes list of billionaires someone like Jeff Bezos of Amazon who is worth $170 billion, does not pay himself an income of $1 billion a year. 

https://en.wikipedia.org/wiki/List_of_wealthiest_Americans_by_net_worth

   

He also does not have $170 billion sitting in a bank account. Jeff Bezos salary was usually under $2 million a year, and the majority of his wealth is based on the valuation of his Amazon stock.

Currently he owns about 10% of Amazon, with a valuation of about $100 billion. Jeff Bezos net worth just like the stock price of Amazon could fluctuate based on the valuation. 

Jeff Bezos owns multiple assets like the Amazon stock, real estate, etc. What happens is wealthy people buy assets at one valuation, and then over time are able to grow the asset and make more income off of it, while it appreciates. 

When they want to get money, typically they will use loans vs not paying themselves a high salary. If you get a loan for $1 billion with an interest rate of 3%, cost you $30 million.

Guy like Jeff Bezos that’s .01% of his wealth. If he were to pay himself 1 billion in a salary, he would then have $370 million in taxes to pay. 3% loan at $30 mil is a lot less than a 37% tax rate - makes a difference of $340 million. The collateral for that loan is his Amazon stock. This is how the wealthy are able to operate without paying a lot of income taxes. 

If someone owns a real estate property valued at millions. They can do a cash-out refinance and take the money tax free. Then the real estate property pays back the loan through rental income from the tenants. Study how the wealthy and billionaires operate to learn these tips and strategies.

 

ProPublica article - https://www.propublica.org/article/billionaires-tax-avoidance-techniques-irs-files

 

Market Cap of Amazon and large companies

https://en.wikipedia.org/wiki/List_of_public_corporations_by_market_capitalization 

 

Seg. 2

People working in their 30s 40s or 50s are in the accumulation phase. They are investing in stocks and hoping everything just goes up in value. Stocks are considered appreciating assets that go up in value over time, but typically do not give off cash or income in the interim.

You want to look to accumulate harvesting assets, so you can take profits along the way. Take money off the table. Harvesting assets like real estate or businesses or an active strategy where you have to do work along the way. 

Owning stocks is a passive strategy, you do not really control the outcome. 99% of financial advice typically is to buy stocks. Stocks are easily accessible, liquid and you can buy and sell them with no problem.

The top 1%, the wealthy, typically own businesses and real estate. Stocks are a paper asset that you want to buy low and sell high. To build financial stability you need income streams, you need assets that go up, and you need to have a tax strategy.

Cash is an asset that typically is depreciating overtime. But there is power of having cash on hand so you can take advantage of buying opportunities. You have to be tactical and how you use cash. 

Instead of just keeping the cash in the bank, you could buy treasury is at a 4% return which are easy to sell if you need to get money for a buying opportunity. This is a bond strategy with liquidity.

It is more work to have active investing strategies. Important to have a team of advisers helping. There’s an irony in a fiduciary standard, as the industry is biased to stocks and this is not the only way to build wealth.

Assets Show:

https://brt-show.libsyn.com/brt-s03-ep26-125-6-17-2022-wealth-for-life-topic-assets-appreciating-vs-harvesting

 

Seg. 3

Businesses are usually the largest asset class of the wealthy. Options are starting your own business, buying a turnkey type business, like a franchise, or buying an established business thru acquisition.

Businesses might be physical like a traditional brick and mortar store or a digital businesses which are online businesses.

When you’re earning a high W-2 income you are punished by the tax code. If you want to make more money and grow your business you improve the systems and then invest in different types of assets.

Digital businesses are very good because they have low overhead, low expenses. Examples would be an educational course, consulting or a mastermind group.

Once you start earning over $500K to $1 mil+ , you need to be thinking very carefully about tax strategies. You want to figure out ways to redirect capital from the IRS to better assets that assist you.

Examples could be charities, or real estate. Active tax strategies, find good accountants and asset protection attorneys who can create a proactive strategy.

If you own a business that can make an extra $50,000 a year in income, that is the equivalent of owning a $1 million stock portfolio giving off 5% a year in dividends or owning a $1 million property giving 5% in rental income.

To have a good tax protection do you want to get away from W-2 income, create businesses with write offs with LLCs and expenses, and also mix in real estate.

 

 

Seg. 4

Offense /Defense - segment assets into offense and defensive structures. Most people go all offense, but they need defense to create present or future cash flow. Also tax protection as part of defense.

You want to own non-correlated assets, assets that move differently from each other, this helps depending on what faze of a market we are in. Use financial leverage to create more wealth. 

The example would be buy a $500,000 house, but you put 10% down or $50,000 and then borrow $450K. You put $50,000 down to control a $500,000 asset. This is financial leverage. Typically a mortgage is leverage of about 4 to 1.

An example is you make $100K a year and you can get a mortgage for $400,000. For people with incomes over $200,000, they can get exposure to better strategies. 

Loans are the key to tax free income. You want to use leverage and arbitrage to build wealth. Get tax free money from loans to for income. The arbitrage example is like a bank - you borrow at 3% but earn a return at 6%, and get a 3% arbitrage for using other peoples money, a.k.a. loans. 

Denver‘s best strategy is the 3 to 1 Tax-free Matching program. It is created under the umbrella of insurance, has low costs and fees of 1% a year.

Using leverage, it can create 6 to 10x more income vs saving on your own. Can also give you 6 to 7 figure savings in taxes. An example is if someone saves $20,000 a year in taxes, multiplied by 20 years = $400,000. This is an efficient way to use money. 

Most people chase ROI with their own money, buying things like stocks and adding a lot of risk. The wealthy operate differently. They put money in a safer and larger asset using leverage, or other peoples money. 

They chase a safe return with a larger amount of money. Then the money grows larger and faster. 3 to 1 Tax-free Matching program has no loan docs, no collateral, and no signature guarantee. 

Client puts in money over 5 years to fund and then the bank matches 3 to 1. So if a client puts in $100,000 a year or $500K over 5 years, the bank that matches $1.5 million. Now you have a total of a $2 million asset growing safely for the next 15 years.

If you always chase rate of return, you’re on a hamster wheel and it’s difficult to grow wealth. You need to have defensive assets. You want to grow and keep wealth.

Think about principal protection, not losing money. Banks like this strategy and will lend on it because insurance is safe and conservative. Banks already put a lot of money in insurance every year 

This also uses option strategies so it works in up and down markets. It locks in gains on good years, and stays flat in bed years. This is another way to not go backwards, and keep your capital. By using options the money is not directly in the market, just linked to it.

 

 

For More Wealth for Life Clips & Shows:

https://brt-show.libsyn.com/category/Wealth+For+Life+

 

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

More 'Best of Investing': Here

 

Real Estate Topic: https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming

 

 

 

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Please Subscribe to the BRT Podcast. 

 

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

In dieser Episode stellen wir ein Unternehmen vor, welches vom langfristigen Trend zu mehr gesunder Lebensweise mit am meisten profitiert: Basic-Fit

Basic-Fit ist ein Unternehmen, welches Fitnessstudios mit niedrigen Mitgliedsgebühren betreibt. Es ist in 6 Ländern Europas vertreten, hat mehr als 1200 Studios und fast 3,5 Mio. Mitglieder. Daniel Gehlen von GB Capital erläutert uns die ökonomischen Vorzüge dieses Models, die Wachstumschancen, welche das Unternehmen in Zukunft hat und welche Chancen er der Aktie zutraut.

Viel Spaß beim Zuhören!

Assets, Interest Rates & Bubbles - Market Recap for 2022 w/ Drew Niv

BRT S04 EP02 (164) 1-8-2023

What We Learned This Week

• Assets – Valuations have gone down, forces Investors to evaluate the worth of an Asset, Risk / Reward analysis, no more ‘free’ money
• Interest Rates – Don’t Fight The Fed, raising rates to lower value of assets
• Market Risk – can get Treasury Bills at 4 – 5%, risk-free, need good ROI to invest in stocks with 10 – 20% downside risk
• Oil Commodities – demand is up, supply is down, Gov’t will keep the price of oil at $70 / barrel
• Bubbles / Crypto – does not have good utility, market has collapsed, Bitcoin & Ethereum will survive, has use, plus the Black Market

 

 

 

Guest: Drew Niv, Trader Tools & former Forex Trader

LKIN: https://www.linkedin.com/in/drew-niv-123812160/

Drew Niv had a 20 year career in trading and FX (currency) markets. He founded one of the largest Forex trading companies on Wall Street, took it public (IPO), managed hundreds of staff, and oversaw $ billions in daily trading.

Currently he runs a bank software company called Trader Tools, that specializes in FX markets. - https://www.tradertools.com/

Drew Niv is a Strategic, Technology Savvy, and Detail-Oriented Board Member and Global Business Executive with a history of award-winning performance as a visionary leader. Founded company that disrupted the FX industry, resulted in retail FX becoming a major factor of the global FX market.

Developed breakthrough technology that enabled customers to transact spot FX at 70–90% less cost than the largest exchanges and ECNs. He has forged strategic partnerships with 1,000 institutional customers, including major hedge funds, all large banks, and other brand name financial institutions, both domestically and globally.

Drew possess a unique understanding of market microstructure - the inner plumbing of trade matching, how technology intersects with business, and how to grow a business from a small startup through an IPO. Well versed in managing through a crisis and positioning a mature business to meet the unique challenges of a shrinking industry. Experienced in software product development; able to design and build trading software that people want to use; and experienced in managing a diverse, international workforce remotely.

 

 

Notes:

Drew Niv - 20 year Wall Street career & former forex trader

Currently sells financial software to banks – he used to fight the Wall Street wars, now he arms them, less stress, and an easier business

Review of the Markets 2022

 

Seg 1

Market is very sensitive to interest rates. The Fed establishes interest rates. Interest Rates set the tone for the entire financial industry, from business lending, to stocks, bonds, banking, insurance, investments, mortgages, etc.

Market Fundamentals are always valid, and post 0% rates, and current high inflation, become even more valid.

Pension plans and insurance company’s returns will be affected by interest rates. They are looking at minimum rates of 4 to 5%. Interest rates have been low, near 0% for a number of years.

It is tough to get Treasury bills when only at 1%. Companies were forced to chase return and take on more risk by acquiring corporate bonds and stocks. Investor mentality was not challenged at times for the last few years.

Hard to know what a good investment is at 0% interest rates. Money was cheap, so people were investing in numerous things, borrowing $, and taking chances.

We saw the rise of the Pandemic stocks in 2020 with companies like Carvana, Peloton, and different crypto assets. These all turned out to be bubbles, and wound up flopping in 2022. The crypto market has seen 90% shrinkage. Some companies go bankrupt, while others are acquired at $.10 on the dollar.

Investment philosophy 101 - you compare all investments that have risk to a risk-free investment. Treasury Bills are considered risk-free investments where with very little risk, you can get 3 to 5%.

If you are going to buy a stock by comparison, and take on more risk, you have to be paid for taking on that risk. A stock could have 10 to 20% downside risk, vs a T Bill which has almost no downside risk, the government is a good bet. The two-year treasury bill is at 4% annually.

Professional investors always look at the risk/reward ratio. Whenever you look at an investment, you have to consider the duration, the type of asset, and what you want to benchmark it against.

Example: you invest in Apple, are they a credit risk? What is the ROI? The return on an investment should be better than treasury bills, accounting for the potential downside risk of 10% (or more).

 

Seg 2

Inflation causes the economy to weaken. Housing prices decline like other assets. In 2023, inflation should go down. This assumes the Government doesn’t spend too much money, in which case inflation stays the same.

The Fed is raising rates to bring asset values down. In the current environment, 2023, savers will be rewarded. This is similar to from the 1980s to the 1990s where you could actually earn interest on saving money.

With low interest rates from 2005 to 2020, savers were punished. 2023 will be the return of the saver. Cash will be king. Valuations are collapsing, see tech stocks, crypto, and maybe housing?

Psychology of the Investor – The investor currently still remembers the highs of the last few years. As they sell off and get out of the market (expecting a recession), their viewpoint slowly changes. Typically recessions last 2 years, and this is considered short. But it takes years for investors to regain confidence and jump back into the market.

Historically market timing is tricky. In the current environment you want to reduce exposure to assets. Go to the Federal Reserve website to look at the history of housing prices. The last decade has seen an unprecedented climb in the price of housing assets - https://www.stlouisfed.org/

 Mean Reversion is setting in, this happens with assets. What goes up, must come down. A retracement in valuations of assets. When you look at housing and regional markets some values are even higher, ie: the Sun Belt like Florida or the southwest.

Things that are illiquid assets, lower to the reset value, it’s different than last time. Illiquid is the state of a security or other asset that cannot quickly and easily be sold or exchanged for cash without a substantial loss in value.

Non-bank lenders will be hurt. Examples of this might be an insurance company, mortgage co., venture capital or private equity.

 

Seg 3

Oil demand is up, despite the government trying to stop it. Supply is decreasing, and oil prices are going up with inflation. Commodities in general are on the uptick as an asset class.

With regard to energy, there are risks of rising prices. China is on the rebound and it is the second largest consumer of oil in the world.

Currently with US Gov’t strategy, there is no cohesive policy to drill for oil. Cannot replace the oil reserves that have been used. The market has changed, demand is up. The government will try to keep the price of oil at $70, and refill the strategic reserve.

Energy companies understand all of this, and are operating a lot more efficient than in the past. They have lowered production costs, and can actually make money at $20-$30 a barrel. Bottom line they are leaner and meaner. Natural gas is very important, and the preeminent energy in Europe.

 

Seg 4

Crypto does not have good utility. There is no real regulation and the price has been based on speculation the last few years. Investors buy crypto and then look for the value to go up, to sell to the next person. The classic ‘greater fool’ theory.

Many of these exchanges have turned out to either be run poorly, having bad books, and bad management - not experienced enough, or outright frauds like FTX.

Crypto, specially Bitcoin, will still exist in the future. It is already being used in the black market and may even grow with use there. There are still too many countries with bad currency and bad banking, plus worse government.

Citizens will use crypto in the black market to get around this. Usage will be to move money, do banking, get goods, and even smuggle money. This is why when you have seen multiple crypto coins collapse, both Bitcoin and Ether have not gone to $0 because of the black market.

There is some usage as a payment method. Also in regards to Blockchain technology / Ethereum, there may be technological utility in the future.

Forex (FX or currency trading) is not typically understood by most investors. It is very transparent and has low fees.

Student loan crisis is very real. College costs are rising way too much. There is no disclosure for the ROI on the cost of tuition and the degree that major colleges give out. Not uncommon for a college to cost $200,000+ for a 4 year degree. Then the student graduates and can only get a $30,000 a year job. It’s a negative ROI on many college majors.

The top 10 professions for degrees and pay revolve around a few major themes. Math, engineering, and programming degrees are important and provide for good jobs now This will only get more important in the future. Compare this vs other degree like English lit or languages that are a poor investment and do not get good jobs. K - 12 prep schools are not preparing kids properly for college and careers.

 

O/T Seg 5

Regarding school and recommended careers. Technology, science, and math are the themes of sectors to pay attention too. Further breaking it down, bio engineering, any type of engineering programming or construction, programmers and anything with tech or computers.

Future is AI, software, and coding. VCs / venture capitalist looking for the next curve to fund and find the winners. What is the next tech revolution?

Every major company now is a tech company. All the big fortune 500 corporations and beyond are using AI and algorithms - a.k.a. data science as part of their daily function and running many operations in the business.

Not just tech companies anymore, there is a requirement in most companies to have a tech division. Understanding how to use big data, programming, AI and algorithms.

JP Morgan Chase has a tech team which is small, that runs all of the AI trading. They have more volume, more transactions, creating fees and more ROI for the bank. Example: ATM that replaces tellers, and works 24/7

There is an arms race in finance which has really become a tech race. Same goes for other industries – Sales, Oil, marketing / advertising and customer service.

Tech is permeating the future of many industries. So programmers, coders, and data engineers are all going to be in demand. They will be able to get a king’s ransom for pay. The average programmer can make a lot of money as demand continues to be high. Working in boring fields like math, is very lucrative.

Reminder, if you haven’t learned anything from the show, don’t fight The Fed. Don’t get cute with your investing. Invest for good returns and understand what type of return to expect versus risk-free assets.

2023: we will see reality set back in.

 

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

More 'Best of Investing': Here

 

Real Estate Topic: https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming

 

 

Thanks for Listening.

Please Subscribe to the BRT Podcast.  

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

 

Create Your Investing Profile & Share It on Savvy Trader w/ Hamid Shojaee

BRT S03 EP58 (157) 11-20-2022

 

What We Learned This Week

• Savvy Trader allows you to share your portfolio
• Investing Track Record - see how people actually invest & their results
• Why Software is Such a Good Business Model, Build 1x, sell multiple X
• VCs want to see Traction in Startups
• Cost of Customer Acquisition (CAC) & Long term Value of a Custer (LTV) are critical in scaling a startup long term, how much does it cost to get a customer, and how long do you keep them 

 

 

 

Guests: Hamid Shojaee AZ Tech Beat

https://aztechbeat.com/

https://azdisruptors.com/

https://www.azcowork.com/         

Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.

Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.

Axosoft – software tools for software development

PureChat – live chat software for websites

Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.

AZ Disruptors is founded by Hamid Shojaee (@hamids) and Lawdan Shojaee (@lawdan) as a vehicle to invest in for-profit companies that want to make the world a better place, with a geographical focus on Arizona’s tech ecosystem. Working with startups and investing (20 companies). The criteria listed on the website for a Startup to be considered for investment.

AZ CoWork was founded by Hamid and Lawdan Shojaee as a way to support and foster the next generation of fast-growing tech companies in Arizona. They designed the 12,000 square-foot space, which conveniently sits directly below Axosoft and PureChat, to cater specifically towards tech startups through hosting various local startup groups and events, providing mentorship opportunities, and cultivating a community of like-minded founders. 

AZ Tech Beat is Arizona’s online news source for everything related to technology and science. We aim to highlight the efforts of the talented Arizonans trying to make a positive impact in the world. We also produce AZ Tech Podcast (https://aztechbeat.com/category/podcast/), a weekly show featuring conversations with some of Arizona’s most interesting founders, investors, scientists and other doers. Covers the AZ Startup community, the struggles and people involved. Find the podcast library here, watch the interviews on YouTube or listen on your favorite podcast app.

AZ Tech Beat is founded by Hamid Shojaee and financially supported by the Shojaee Foundation. Stories are written and reported by Adrienne St. Clair (@agestclair) and Abby Sharpe (@byabbysharpe).

 

 

https://savvytrader.com/

What is Savvy Trader?

Create

Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.

Share

Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.

Notify

Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.

 

Savvy Trader is on a mission to make investment information more accessible.

Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.

Savvy Trader helps solve this problem in two ways:

1. Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
2. Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.

So go ahead, create a virtual portfolio and share it with the world.

Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!

 

Notes:

 

Seg 1

Hamid has a long history in tech, 20+ years and software. Sold his company in 2020.

Software is a great and unique business model. You can build the software utility one time and then sell it many times. Build 1x, sell it many x

The cost is with the software development team, and heavy costs upfront. There is very little traditional capEx long term, as you do not need to build multiple physical products.

It does not matter if you have one customer, 10,000 customers, or 1,000,000+ customers, all costs the same.

It is a high margin business with lower expenses, and now you can manage it and host it in the cloud.

The classic Marc Andreessen quote software will eat in the world

There is a high bar on user experience which is why you need the best software engineers and they cost a lot of money. With those engineers you can build a great product and scale to millions of users. You will always have the cost of the team on going with maintenance & upgrades needed to the software.

Software is a never done story, you’re always in development. With some small start ups the founder may be the developer and now you’re just talking the cost of their time and the opportunity cost.

Venture capitalist want to see traction in a start up, they want the graph to go up into the right. VC are looking for the ability to scale and have a product that can play in a big market.

VC is looking for the type of market to 10x their invested money, get an ROI to make it worth their time. VC makes many bets because most of them fail, and they need their few successes to be large.

VC looking for that start up that can become a unicorn, as guy Kawasaki said it is unique and valuable.

Question does the market or the product come first?

Hamid built Savvy Trader to solve a problem. He had looked for a solution and could not find it.

 

Seg 2

Savvy Trader - what is your performance? Track your portfolio online

Internet of investing w s Wild West, No idea what peoples track record is

Get ideas or virtual portfolio to learn, can use portfolio to teach people with case study

Skin in the game - where people put $

Follow investors online, know if full of crap or not, not cherry picking winners, and post with survivor bias. Hamid portfolio is down in 2022 and you can see it

Long time investor in the Buffett mode

Investment style - buy cos you know and understand

Good valuation, market cap not ridiculous

What is the revenue? Any profit? Strong financials vs market cap

Investing is 10% identifying cos to buy and 90% wait, as can’t impact outcome

Could be years before know if investing choice was right

Pandemic valuations during 2020 were way too high.

Case study of looking at investment potential.

Apple is a $2 trillion company so there is diminished potential to have a 10x return as it would then need to become a $20 trillion company. When a company is so large it is hard to move the needle.

The entire stock market valuation is $46 trillion. Netflix is $128 billion company so 10 X is Plausible through user growth, ad revenue, and raising rates.

Micro cap stocks are smaller companies with higher risk but the potential to 10x. You want to look for stocks with the potential of growth, that not have not achieve success yet.

 

Seg 3

Hamid owns Tesla, Netflix, FB, Uber

How to think about diversification, Hamid makes 2 to 3 bigger bats in the past when is risk tolerance was higher, now it is lower so he makes 4 to 5 bets. If you have too much diversification, your returns will be subdued.

Facebook stock as a case study, over the short term the market over reacts and is very emotional. the.com boom and bust of 2000 or the 2008 housing market crash, or current 2022 and people are sour on tech stocks.

Netflix stock was $600 in late 2021 and drop two as low as 170 in the summer of 2022. Financially Netflix lost 1 million users or a half a percent of their 200 million user base. Contrast that the stock lost 70% of its value. It has rebounded back up to 310.

Market over reacts on the highs and lows stocks are over bought of times and then oversold.

Facebook was at 380 in late 2021, and now is at 100 in the fall of 2022. Seems like Facebook is at a discount? Did the market overreact or did Mark Zuckerberg become an idiot overnight? Same people bought Facebook at $300 plus and then sold it at 150.

Stock analyst give buy ratings to stocks when they’re at their high and sell ratings when they’re at that low. Analyst seem to follow momentum.

Some selling in the market creates more selling. This has to do with momentum and fund managers who have to dump losers, boat with high speed traders selling.

 

Seg 4

Tesla stock has seen a bomb in the last few years. Turns out the retail investor was right for a stock analyst who would recommend Tesla to be sold.

Tesla has 70% of the EV market. SpaceX is building reusable rockets, a feet that even NASA could not do. Obviously Musk knows something.

Facebook has 2 billion users daily and is still making billions and add revenue. When you’re investing in the start up world anymore diversification versus public markets has 80% of startups fail. You need the one or two that succeed to vastly make up for the money invested in all start ups.

Hamid advises founders on a limited basis. Common piece of advice is that they’re going to need a long runway, and it will be difficult to raise money in the current environment. He believes there will be less start ups being created with huge money behind them in 2023.

More start ups will fail in 2023. Cost of money / debt is higher. On the positive side there may be less competition for start ups. hamid personally saw some unreal valuations over the last year.

One example is he was offered to invest in a company that claim their own valuation was at $1 billion when they only had $17 million in sales. Early stage start ups are not expected to have a valuation, sales or profitability. Later on though your valuation goes hand-in-hand with revenue. Expected valuations are 3x to 7x of revenues.

FTX downfall was through exuberance. At one point they were rumored to be buying more Robin Hood as well as other crypto companies. Their exchange always seemed a little shady, like a black box with no info on financials, no one knew what was behind the veil.

It’s a common red flag if a company is churning through cash too quickly.

Uber was the company at one point that had serious churn in the beginning, but now seems to be a better investment. They are profitable and seem to be sustainable. Uber customers will stay just like Netflix they’re likely not to cancel. The cost of the customer acquisition plus the lifetime value of the customer is very solid.

Uber valuation is 62 billion with limited profitability right now. Oddly enough it’s a lower market cap than it was five years ago when I wasn’t profitable at all.

value investors get frustrated with tech valuations being so wide-eyed.

Uber will continue to grow, as now it has three revenue sources. It makes money from the rides, the eats, and the freight division. The eats plus freight division is a little over half their income and actually more income for us the rides.

Per Elon Mosk Robo taxis will be available in the next five years which will make rideshare is bigger. This may not happen in five years but likely in the future.

Uber CEO Dara K ran Expedia prior to Uber so obviously you know something about running a big company. Uber followed the same story as Google did 20 years ago when they needed to hire an adult in the room, professional manager. This mirrors when Google hired Eric Schmidt.

 

 

 

 

Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

Thanks for Listening.

Please Subscribe to the BRT Podcast. 

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

 

What are Series I bonds? Why are they a safe place to park your money as the dual storms of inflation and recession rage? Will Big Daddy Government honor its interest payouts to you? All this and more on today's episode about one particular investment strategy you can make use of as opposed to TikTok pyramid schemes.

IG/Twitter/FB: @20isthenew30
Email: twentyisthenewthirty@gmail.com

Will you be rich or wealthy in the second half of your financial life? David Rosell was my guest on this episode, author of "Failure Is Not An Option" and offered the idea that the last day you contribute to your investments is you entering the second half of your financial journey.  Did you contribute enough?  People are living longer so it's challenging to know what to plan for. Last year Hallmark sold 75,000 100th birthday cards!!  Can you believe it??  David also offered a few risks you want to watch out for while planning for this second half of your financial life. In his book, he focuses on 8 risks but touched base on the three that really stand out.

To Contact David Rosell:  David@RosellWealthManagement.com or 
https://DavidRosell.com

David's Book: Failure Is Not An Option 

Feel great while living longer with Neora Youth Factor

To find me on social media: Debbi-Jo Horton

Join my podcast community

Old Trading Methods are Out-Dated, Now there's Outcome Trading w/ Peter Harrigan

- BRT S03 EP33 (132) 7-17-2022

 

Things We Learned This Week

• Democratizing expertise around trading derivatives thru new tools & software. Reengineering the derivatives market, so we do not need to rely anymore on failed experts w/ outdated methods & tech.
• New World: Outcome Trading™- Hedgers simply graphically draw a curve describing the monetary compensation they require in a trade if the price of an asset were to decline (or increase).
• Trading Tech is an upgrade to traditional Commodities markets that are restricted, that will be available to everyone worldwide to use
• Crypto Trading of BTC & Ethereum to start. Quick setup of trades, use Crypto wallet to secure. No margin Calls – fully collateralized trades, using Stablecoins with asset backing
• Much of the world does not have access to derivatives markets (no hedging on investments), Hedging platform for businesses in places without good financial markets.

 

 

 

Guest: Peter Harrigan – Co-Founder Outcome Trading

https://www.linkedin.com/in/peterharrigan/

https://outcometrading.org/

 

Outcome Trading –

old world: derivatives

In today's world, risk transfer is achieved through derivatives, using highly specialized language, and opaque structures which pre-date modern information technology. Centralized financial institutions focus on high volume markets that ignore the long tail.

 

new world: outcome trading™

Hedgers simply draw a curve describing the monetary compensation they require if the price of an asset were to decline (or increase). Investors graphically describe the financial outcome they desire from price appreciation (or depreciation).

 

Democratizing expertise around derivatives through new tools and software. How failure by experts impacts us all Protecting oneself or one’s business in high-volatility markets Reengineering the derivatives market, starting from a blank sheet of paper

 

Bio:

Peter Harrigan

 

Peter is the Co-Founder of the game changing trading software, Outcome Trading.

 

Peter also has founded Grey Swan Digital which developed the technology behind PlastiCurv. PlastiCurv was developed to transform financial risks into opportunities - opportunities for return, diversification and social benefit. Peter’s mission was to create an intuitive and visual platform that anyone can understand, re-engineering the $600T derivatives market and making its benefits available to anyone in the world.

 

Peter’s long and successful career as a trader started when he developed a tradable arbitrage employed at the CME and CBOT. Peter later made markets in foreign exchange at Bank of America, currency options on the floor of the CME, and equity options on the floor of the Pacific Exchange. He also co-founded Sentient Technologies, a company developing commercial applications of a highly distributed

evolutionary learning technology. After a successful exit from Sentient, Peter turned his attention to the crypto industry in 2014, attending the first ethereum meetups, & going on to participate in the Ethereum presale.

 

 

Notes:

Arbitrage strategy in 1980’s

Call broker and put in order

Market squeezed our strategy

B of A, work in pit CME

High Frequency Trading –

Outcome trading – drag and drop method – draw curves to get outcome

Costs / profit and losses

Crypto and wallets needed

No margin call – fully collateralized. Stablecoins with asset backing

Trade setup is quick

Crypto BTC and Ethereum

In long run – add to new indexes

Less liquid markets

Probably no options on smaller crypto

ETFs of BTC and ETH based on futures, hot costs – not a pure ETF

Nick Carter – Stablecoins

Tether held, Luna decreased folded

Analogy of subprime loans with Luna

Stablecoin collapse / Terra

People have to keep learning lessons.

DAI Stablecoin

Hedging

USDC on chain –

Movement of money in developing world – i.e., Africa

U.S. has financial markets and banks, not the case worldwide. Spoiled.

Derivatives markets started in mid-west with commodities for futures.

Pre-sell your products

Mid-west didn’t have NY financial markets.

Real estate largest asset class, but not good derivatives market.

Non-linear and customizable derivative

Developing countries still using dollars – use derivatives to hedge BTC with a wallet.

Platform for people with less financial infrastructure –

Adoption – jumps curves, like cell phones.

Hedging platform for businesses in places without good financial markets.

Who is other side of the trade – to finalize trade – both sides put in AMM (Automated Market Maker)

Counter party risk

No margin calls

Manage risk

Leverage built

Wrecked – 20 or 50:1 lev. Depends on instruments used

Stocks – 2:1

Real estate – 20:1

Crypto?

Series of call or put spreads to cap loss

Inflection points in curve

4#’s –

Collateral for trade

Premium

If goes up

If goes down

Power of visual

Model it and believe will not happen

Every market has a limit

 

 

Replay Clip from:

Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade

 

Things We Learned This Week

• Implied Volatility & Time Decay – options begins with volatility, on a clock so Mechanics (forget mind set) on how to setup a trade is key
• tastytrade is a media network based on Math (Probability & Statistics - Look at the Math), trading & focus on markets 
• Limited Profitability & Unlimited Risk when you Sell Puts w/ 80% chance of success - Be a Seller of Options – let Market beat you, slight edge
• Trade Small, Trade Often - Law of Large Numbers w/ 45 DTE Strike Price of 1 SD – Exit or Roll at 21 DTE
• Options Trading Teaches Life Lessons – Important to: take risks, learn to take risks, make quick decisions, be decisive about those decisions.

 

Guests: Tom Sosnoff, founder & CEO of tastytrade

https://www.tastytrade.com/

https://twitter.com/tastytrade

 

FULL SHOW: HERE

 

 

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

 

Crypto / Blockchain Topic:

https://brt-show.libsyn.com/category/Crypto-Bitcoin-Blockchain

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

 

More 'Best of Investing': Here

 

 

Thanks for Listening.

Please Subscribe to the BRT Podcast. 

 

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

Today I am excited to share the 7 keys i've learned in business and how I created 7 streams of income with them in the process. I believe multiple streams of income is the best way to reach success in the online business relm and I want to share my secrets and journey with you!

This episode was taken from my inner circle master class. If any of this information sparked interested in you or if you're looking to start an online business of your own you can find more information here:

https://www.arealchange.com/innercircle/

In today's episode, Will talks about the health of the market and whether or not he thinks it'll crash. He also touches on some important information surrounding the Russia situation and market crashes. www.patreon.com/BAMFwWill

In today's show, Will recaps the "Mini Super Bowl" from FOMC Minutes today in the market. He also discusses some recent earnings news and news to come after the bell today.

Join Jim and Greg as they assess the newest poll on the Florida governor's race that shows Ron DeSantis with a solid lead. They also cheer as D.C. Mayor Muriel Bowser drops the vaccine and mask mandates amid economic pressure and low COVID numbers. And Biden Energy Secretary Jennifer Granholm refuses to answer questions about her stock holdings because, "The planet is warming faster than ever".

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Join Jim and Greg as they assess the newest poll on the Florida governor's race that shows Ron DeSantis with a solid lead. They also cheer as D.C. Mayor Muriel Bowser drops the vaccine and mask mandates amid economic pressure and low COVID numbers. And Biden Energy Secretary Jennifer Granholm refuses to answer questions about her stock holdings because, "The planet is warming faster than ever".

Please visit our great sponsors:

BattlBox
https://trybatlbox.com/Martini
Free Mystery Box worth $115+ with any new subscription. Only til 3/31/22.

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https://www.mypillow.com
Get Mike’s book FREE when you use code MARTINI in the Radio Listeners Specials box.