Ep. 143 - Waiting Game

Ep. 143 - Waiting Game

In this week's episode, Cameron and I break down a tremendous amount of economic data that surfaced last week. Not only did we have earnings from $MSFT, $AMZN, $META, $AAPL, $MELI, and others, but there was also a Fed meeting as well as job numbers.

The Fed held interest rates steady but signaled for a September cut. The market initially rallied on this news, but that was quickly taken away once the jobs numbers came out. Unemployment has crept up to 4.3%. It used to be that bad economic news was good for the stock market as it signaled the Fed would cut rates, but now that appears to be changing. The market is starting to believe the Fed has waited too long to cut rates just like they waited too long to raise them.

What is an investor to do? Tune in to find out.

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Episoder(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 Sep 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 Aug 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...

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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 Jul 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 Jul 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 Jun 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 Jun 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 Mai 19min

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