Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. He highlights the program's role in encouraging investments in underserved communities. He also shares the challenges in navigating the rules and compares OZ funds with other tax deferral strategies like 1031 exchanges. Prepare to learn everything you've ever needed to know about OZ funds! We discuss... How OZ funds allow deferring capital gains if reinvested within 180 days, with potential tax-free appreciation if held for 10 years. Which six s ..read more

We reveal the next hot trend and cover all the hot topics. We discuss free speech, political violence, and how bad ideas are necessary to recognize good ones. Additionally, we talk discuss energy consumption, the increasing demand driven by AI and the need for clean energy solutions like nuclear power. We also discuss the growth in data centers and the importance of investing in energy and technology sectors to address these trends.  Today we discuss...  Recent events including a Trump rally and an assassination attempt. Emphasis on the rejection of violence regardless of political ..read more

Nelson Chu joins us today to discuss the rise of private credit! He's here to share how private credit emerged as a significant player post-2008 financial crisis when banks scaled back their lending. Despite his initial lack of experience in credit, Nelson was drawn to private credit for its potential to offer shorter durations, lower minimum investments, and attractive yields compared to traditional bank loans. Today we discuss... How Nelson started his career in finance, working at Merrill Lynch, Bank of America, and BlackRock. He left traditional finance to start a consulting company and t ..read more

Are you losing out on good investments due to confirmation bias?  We often want clear, definitive answers to how to invest, but in financial markets and social media, this can be tricky. We tend to look for information that supports what we already believe, known as confirmation bias, and social media makes this worse by feeding us content that aligns with our views, creating echo chambers. The takeaway is that while data can guide us, it doesn't provide absolute certainty, and we need to stay aware of our biases and the limitations of the information we consume.  Today we discuss ..read more

Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the growing popularity of covered call writings, discussing how they have surged from $7 billion to $75 billion in just a few years. Whether you're an experienced trader or new to options, this episode offers valuable perspectives on managing risk and generating income through covered calls. Today we discuss... How the popularity of covered option writing has surged in recent years. Barry manages $1.3 billion in option overlay strategies at Sheldon Ca ..read more

We are here to celebrate your independence from bad investing. Today we discuss investing, political commentary, and of course the U.S. debate. Listen in for investment insights and how politics often have little impact on stock market performance. The focus is on understanding market trends, with a detailed analysis of current market performance across various sectors, highlighting that a few high-performing stocks are driving overall market gains and more. Today we discuss... The UK's new prime minister and political changes post-Brexit. The US presidential debate between Biden and Trump, w ..read more

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss... The insights and expertise of Patricia, a seasoned professional in c ..read more

Did you know your food choices effect your investing? Take the time to think about investing and the importance of knowing what you're getting into. Just like you should understand the food you eat, you should understand your investments. Our brains look for shortcuts, but skipping the details can lead to poor decisions. Whether it's food or stocks, doing the homework is crucial.  This week we discuss... The differences in food ingredients in the US, which use artificial dyes and corn syrup, compared to other countries that use natural ingredients. How the brain's pattern recognition and ..read more

Did you know that Willie Mayes can teach us a lot about the stock market? Baseball and investing may have more in common than you think! We talk market statistics, market inefficiencies and arbitrage -- once a profitable strategy is widely known, it loses effectiveness due to widespread adoption (think the short squeeze on GameStop). We also discuss the potential decline of the US dollar's dominance as the world's reserve currency and the direction energy sources may go in the future. It's important to be financially prepared! Today we discuss... Market statistics and sports statistics can be ..read more

Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities. Liz advises young professionals to explore different roles to discover their interests. We also talk market dynamics, Fed policies, and inflation! Join us as we discuss... Investment-related content across various platforms for SoFi. Macroeconomic trends and their impact on capital mar ..read more