Ep. 155 - New Year / Same Us

Ep. 155 - New Year / Same Us

Let's talk about 2024! The markets were again on fire in 2024!. Cameron and I discuss the events of 2024 and look ahead to 2025. Predictions are not our style but themes we can do. What are some themes that we need to be on the lookout for in the coming year? TRUMP 2.0, AI, and inflation will be front and center.

We also discuss our goals and how we can be more prepared and productive heading into 2025. As always, a new year brings new challenges and opportunities. We want to close out 2024 with gratitude and thanks for all the twists and turns it provided, and of course, thank you, our listeners, for your support the entire year!

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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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