Ep. 132 - End of Q1

Ep. 132 - End of Q1

The end of the Q1 is in the books. What a quarter it was, with the S&P 500 finishing up 10%. The last time the market finished up 10% in the first quarter was in 2019. There is chatter that the market has moved too far, too fast, and it's due for a pullback. Perhaps this is true, but history says that momentum can be a strong signal that pushes the market higher.

As we have discussed, many investors sold out during 2022 and have not invested their money back into the market. It doesn't take much for FOMO (Fear of Missing Out) to take hold and pull investors back in.

This week, we look at some of the main themes powering the market higher in 2024 and what we can expect moving forward. It should come as no surprise that the biggest story of 2024 so far is AI. The expectations and implementation of AI will both be major themes for the rest of 2024.



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Jaksot(196)

Ep. 196 - Let Him Cook

Ep. 196 - Let Him Cook

Tim Cook had one of the hardest jobs in business: follow Steve Jobs. Instead of trying to become the next Jobs, Cook played to his own strengths—and the results speak for themselves. He expanded Apple...

7 Syys 18min

Ep. 195 - NVIDIA’s Monster Quarter and the Fed’s Next Move

Ep. 195 - NVIDIA’s Monster Quarter and the Fed’s Next Move

NVIDIA just delivered another monster quarter, reinforcing the case that the AI infrastructure boom is far from over. In Episode 195 of The Investor Professor Podcast, we break down NVIDIA’s explosive...

30 Elo 22min

Ep. 194 - The Leverage Trap: Inside the Situational Awareness Blowup

Ep. 194 - The Leverage Trap: Inside the Situational Awareness Blowup

The July meltdown finally has more of an explanation. In this episode, we break down how extreme leverage, South Korea’s margin crackdown, and the collapse of highly leveraged positions at the Situati...

10 Elo 22min

Ep. 193 - July Meltdown

Ep. 193 - July Meltdown

July has brought volatility, sharp market rotations, and plenty of uncertainty. In this episode, we break down the AI trade unwind, the renewed conflict with Iran, rising oil prices, changing interest...

27 Heinä 18min

Ep. 192 - The American Investor

Ep. 192 - The American Investor

On this special Independence Day episode of the Investor Professor Podcast, We explore why the United States has been the greatest wealth-creating nation in history and why he believes it will continu...

6 Heinä 17min

Ep. 191 - SpaceX Part 2

Ep. 191 - SpaceX Part 2

In Episode 191 of The Investor Professor Podcast, Ryan and Cameron break down one of the biggest stories in the market: the highly anticipated SpaceX IPO. They discuss the stock's explosive debut, inv...

21 Kesä 26min

Ep. 190 - SpaceX Part 1

Ep. 190 - SpaceX Part 1

In Episode 190 of The Investor Professor Podcast, we break down one of the biggest market stories of the week: the highly anticipated SpaceX IPO. With a potential valuation near $1.8 trillion, investo...

8 Kesä 20min

Ep. 189 - Parabolic

Ep. 189 - Parabolic

In Episode 189 of The Investor Professor Podcast, we reflect on graduation season and celebrate the Class of 2026 while sharing lessons on mentorship, consistency, and personal growth. From heartfelt ...

17 Touko 19min

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