Ep. 152 - Trump 2.0

Ep. 152 - Trump 2.0

Donald Trump is now President-elect for a second time and the first United States president to serve non-consecutive terms since Grover Cleveland. The stock market has reacted incredibly favorably to this news. So happy was the market that we had our largest post-election rally in history!

As we enter what is historically the best time of the year for stocks, we look around, and everything is quite rosy. There is optimism all around and an expectation that government policy will be different for the next four years. We don't disagree that things will, in fact, be different, but everything has a price, and how much will get priced in before Trump takes office? That is the million-dollar question we are asking ourselves.

As Buffett says, be fearful when others are greedy and greedy when others are fearful. This is not to say that we are not excited about the market having such great years back to back but to remind ourselves that we have to remain disciplined when evaluating prices and valuations. If you don't trim at the top, you'll have nothing to invest when the market turns the other way.

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Avsnitt(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...

10 Aug 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 Juli 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 Juli 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 Juni 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 Juni 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 Maj 19min

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