Today we look at the consumer staples sector. At face value, this sector may not seem to be the most exciting but you may be surprised to learn that in the last 15 years it has never been the worst-performing sector. We may not be shouting blockbuster growth anytime soon, but it’s another solid contender for a portfolio offering diversification with over a 2% yield.
This begins a series on the 11 Sectors of the S&P 500 starting with the worst-performing sector in 2021, the utility sector. How should you invest in the utility sector? Is the utility sector positioned to grow in 2022? What is the best sector for growth? We will discuss in the coming weeks.
Its mandatory to share your new years resolutions with everybody, we hope everybody had a great holiday season. Thanks to everybody who listens/likes/shares the podcast we greatly appreciate you all.
We use tilts to improve investment return or reduce volatility. Learn what a tilt is and how it is implemented in an investment portfolio.
We continue discussing how inflation is similar to a bank run then discuss the choppy market and how to get through it and end with what we are looking at for 2022
Bonus Podcast: Here is a great tip on how to communicate more effectively.
We revisit some of our favorite stocks, some of which are trailing the market this year and could be ripe for a movement. We discuss our favorite ways to invest for passive income and speak on how we use technology to scale so we arent trading our time for results.
Opt-out of the madness is the theme of this episode. Opt-out of the distractions on social media, opt-out of pointless bickering between political parties, opt-out of relying on institutions that have lost all credibility. In the digital age, we have been given the tools to become more self-reliant and less reliant on the old world institutions. Even institutions as fundamental as currency, we discuss in this episode.
We discuss a more helpful way of valuing a Real Estate Investment Trust, then we talk about buying acreage on the moon and what gives limited resources value, then we discuss how inflation impacts big retailers like Home Depot & Walmart. Then we close with horrible takes and predictions by the mainstream financial media. If you like the episode please like & Subscribe!
Come with us as we do a deep dive into the metaverse. Who is creating it, who benefits, and who loses if the metaverse goes mainstream? Meta Platforms, the company formerly known as Facebook has made its intentions clear by changing its name and heavily investing In Oculus, a VR technology company. We also discuss NFTs and their role in the metaverse.
In this episode, we discuss our new crypto hardware wallets and their broader implications as a product and why we decided to purchase them, then we discuss Nate's realization about the Diary of Anne Frank and end with a discussion about controlling your attitude and emotions while at the same time not disassociating from life but embracing the entire life experience. We hope you enjoy the episode. if you enjoy the episode consider liking and subscribing!
Nate and Derek are back in the booth to discuss the record inflation CPI is up 5% from last year with no signs of slowing down. How can you profit from inflation? We also discuss Tesla's incredible run-up 20% in the past 2 weeks but we also discuss how many of Wall Streets' favorite stocks are so expensive we don't know how long these multiples are sustainable. Are there any good values in the market today? Thanks for listening, if you enjoy please like share and subscribe!
"All of humanities problems stem from the inability to quiet the mind."
To save you some time, no... the Evergrande crisis in China does not appear to be the same situation as the United States in 2008. But it is a problem for the Chinese economy. Overleveraged Chinese property developer Evergrande finds itself over 300B in debt with a big deadline on Thursday to pay interest on its high yield bonds. It's no secret that they will likely not be able to pay it and could end up in default within 30 days without government intervention. What does this mean for U.S. stoc...
We talk about the recent anti trust case between Apple's App Store and EPIC Games the creator of the popular video game Fortnite. We discuss the ruling and talk about if it has broader implications for regulating big tech and monopolies. We also discuss the current state of the market and where to put cash in this strange environment where bonds have negative real returns due to inflation and how to have courage with investing.
Start off the podcast discussing a sector with huge growth potential. Cloud computing is dominated by some of the largest companies in the world like Amazon and Microsoft, but there is still room for growth in the sector. How should you invest to benefit? Nate & Derek discuss more from The Myth of Sisyphus and the takeaway of embracing challenges and hardship, not shying away when it presents itself.
Not sure what to title this one. We start the podcast talking about Nates recent winning stock picks then we shift the discussion to talk about bitcoin and where we think it's going, if it's still a viable investment, and is big money backing it? Then we end the podcast with a book discussion we both started reading the Myth of Sisyphus by Albert Camus and the gems we have taken in the first hours of reading. I'm sure there will be more to come, thanks for listening! Bitcoin Conference Reference...
Nate is back from vacation and we wanted to discuss an analysis done by an analyst from Bank of America/Merill Lynch in which they state stocks are overvalued compared to historic valuations and there could be a rotation from growth companies with high valuations to value plays who are considered cheap. We break this down and explain why you should buy great companies and timing the market never works out how you want it to.
The number one rule of book club is... you must talk about book club. Have you ever read a book or watched a movie or documentary that completely changed how you see the world or changed you in a profound way, and then you want to talk about it but nobody really cares because that fundamental change only happened to you? In this podcast series, Macy and Derek bring two pieces into the discussion whether that's a book, movie, show or whatever, and discuss its core themes and how it changed their ...
Subscribe to our newsletter, we tell you what is going on inside your portfolio if you own tactical model stocks. Last week we saw a lot of tactical model stocks report earnings and we talk about the good, the bad, and the amazon. We talk Apple, AMD, Amazon, Google, Facebook, and more. we hope you enjoy this weeks episode.
No video again, we are in the process of creating a studio here at our office. In the meantime check out this episode where we discuss red flags to look out for to ensure you are getting the best service with your financial professionals. The financial industry is one of the most regulated industries and many notable scams come to mind. Here is what to look out for from an insider's perspective, we also go over some things that others may consider red flags but we do them here at Crosby advisory...
No video this week we were testing out a new format that didn't pan out but we will be back next week. This episode is about how you can detect and prevent fraud and identity theft. We talk about our own experiences with fraud and identity theft and how they were resolved. Its one of the worst feelings in the world when you check your statements and see fraudulent purchases and scammers are constantly developing new ways to stay ahead of detection. Fraud can happen both digitally and physically ...
We have had a lot of demand for our Short Term Income Strategy. It seems a lot of people are sitting on cash whether leftover from stimulus checks, they took advantage of the red hot housing market and sold their home, they delayed that trip planned for 2020, or some other scenario. At the same time, people see the cost of goods rising, gas near Ashland hit over 3 dollars a gallon, shortages across many consumer goods, and rising inflation. This raises the question of what do I do with this cash...
Setting goals and writing them down is the first step to achieving them. You have to have something to shoot towards to get you out of bed every morning. We talk about personal goals we have as well as professional goals. Also we give our outlook on the market as it stands going into July
Solo podcast with Nate this week and no video, but still great information about the benefit of being a long-term investor. Some of the greatest investors historically were those that kept their eye on the prize and were diligent, consistent, and were focused on the long-term. This isn't as popular as the distracting shiny object that promises get rich quickly, but often times those don't go as you would wish. We hope you enjoy the episode and if you like the podcast please like share and subscr...
"There isn't enough time in the day" has been uttered too many times... many people are looking to squeeze as much out of their workday as possible to try to get everything off their plate. Here are some tips on things we do to increase our productivity and how that can correlate to higher income. Dual monitors, lo-fi, organization are some of the few and at the end we discuss a potential shift back to growth stocks in the second half of 2021. We hope you enjoy this week's episode of dynamic gro...
It's no secret that there have been shortages in many consumer products and materials. Some of this is driven by systemic issues in the supply chain and insane demand from the economy going from 0 to 100 in a short period of time. Is this an opportunity? Is there a way to invest to benefit from these shortages, we discuss and give some ideas. We also see how we are doing on our 2021 predictions from earlier in the year. We hope you enjoy this weeks episode of Dynamic Growth if you like the episo...
We went far out for this podcast... way far out and discussed the incoming reports from the pentagon researching UAPs or Unidentified Aerial Phenomena because UFOs are too wacky. We are both interested in space so we thought we could geek out for a week and put our bro-science hats on. What does this have to do with investing you might ask? Nothing but it was fun to talk about and we hope you have fun listening Thanks for Listening to Dynamic Growth if you like the episode please like and subscr...
One of the biggest issues we face in the coming century is the emergence of Automation and Artificial Intelligence. What do we do about that, what does it mean for the future of work? What does the future of work look like? Can we look at historical examples and try to come to a meaningful conclusion? We debate the implications of covid are and how that relates to unemployment and labor shortages. Will companies choose to purchase capital if the price of labor must increase to outcompete money b...
We had a lot of fun testing a new format, we discussed journaling, pocket knives, shoes, tools for sleep and productivity. We ended by talking about what we are looking forward to in the rest of 2021. We get sidetracked and discuss legendary concerts and talking about the week ahead for stocks and crypto We hope you enjoy this week's episode thanks for listening!
