エピソード

  • Data Centers: The Billion-Dollar Real Estate Investment Boom
    2024/09/19

    With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.


    (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)


    Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".



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    47 分
  • Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
    2024/09/18

    By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals.

    (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.)


    Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (NAS); NXRT - NexPoint Residential Trust Inc. (NYS); FANG - Diamondback Energy Inc. (NAS); HII - Huntington Ingalls Industries Inc. (NYS); and a caller question asking about the best way to set-up a college funding mechanism-- for a newborn; also, Justin's MARKET WRAP UP, plus his topic talking points: "Federal Deficit" and "Mid Cap Stocks".



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    46 分
  • Tesla's Returns on Capital: Are They on the Rise?
    2024/09/17

    In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years.


    (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights into its future growth potential.)


    Also in this podcast: MCHP - Microchip Technology Inc. (NAS); DVN - Devon Energy Corp. (NYS); TEX - Terex Corp. (NYS); STWD - Starwood Property Trust Inc. (NYS); PYPL - PayPal Holdings Inc. (NAS); and a caller question on Options; also, Justin's MARKET WRAP UP, plus his topic talking points: "Efficient Market Hypothesis" and "Fed Meeting-Basis Point Cut?".



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    46 分
  • Experts Advise Moving Cash as Money Market Accounts Surge
    2024/09/14

    As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities.


    Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Berkshire Hathaway Inc. Cl B (NYS); UEC - Uranium Energy Corp. (ASE); MEDP - Medpace Holdings Inc. (NAS); and Luke's MARKET WRAP UP plus his topic talking points: "Thematic ETFs" and "Apple Tech as hearing aids".



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    47 分
  • Oil Prices Plummet: What’s Behind the Drop to the $60s?
    2024/09/13

    This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts

    Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward?

    Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF); CSV - Carriage Services Inc. (NYS); SNSXX - Schwab US Treasury Money Fund;Investor (FUND); RMD - ResMed Inc. (NYS); GNTX - Gentex Corp. (NAS); MU - Micron Technology Inc. (NAS); SNPS - Synopsys Inc. (NAS)D; COWZ - Pacer U.S. Cash Cows 100 ETF (ETF); and Justin's MARKET WRAP UP plus his topic talking points: Corporate investing in China the Biden administration has been tough invoking tariffs on China.



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    46 分
  • U.S. Money Supply Drops to Great Depression Levels
    2024/09/12

    In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns.

    Also in this podcast: CVX - Chevron Corp. (NYS); LULU - lululemon athletica inc. (NAS); AQN - Algonquin Power & Utilities Corp. (NYS); SBUX - Starbucks Corp. (NAS); RTX - RTX Corp. (NYS); KOF - Coca-Cola Femsa S.A.B. de C.V. ADR (NYS); CVCO - Cavco Industries Inc. (NAS); TROW - T. Rowe Price Group Inc. (NAS); plus a question about 'margin investing', Justin's MARKET WRAP UP and his topic talking points: REITs and Market Rotation.



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    46 分
  • Debunking Dave Ramsey's Stock Market Claims: Are 12% Returns Realistic?
    2024/09/11

    There are many financial experts who express skepticism regarding radio host Ramsey’s figures, and instead emphasize the importance of understanding the variability of stock market returns when considering investment strategies.


    Also in this podcast: KRO - Kronos Worldwide Inc. (NYS); DG - Dollar General Corp. (NYS); CHRD - Chord Energy Corp. (NAS); EXPE - Expedia Group Inc. (NAS); AIZ - Assurant Inc. (NYS); WEC - WEC Energy Group Inc. (NYS); plus caller question on "shorting", Luke's topic talking points: AI and the tech sector and Office vacancy rates.



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    45 分
  • Are Rental Prices Finally Coming Down in America?
    2024/09/10

    Recent trends indicate that rental prices in the U.S. may be on the decline, with asking prices for "new-lease" rents rising by less than 2% over the past year. This marks a significant slowdown compared to previous years. It comes at a time when many tenants face financial constraints and a surge in new construction offers more options.


    Also in this podcast: TPH - Tri Pointe Homes Inc. (NYS); KRP - Kimbell Royalty Partners L.P. (NYS); VCSH - Vanguard Short-Term Corporate Bond ETF (ETF); PTY - PIMCO Corporate & Income Opportunity Fund (FUND); CARR - Carrier Global Corp. (NYS); Plus Luke's MARKET WRAP for today 9/9/24; and questions on Google's regulatory issues, Retirement funding levels to live on after retiring; and Luke's bonus topic talking points: The busiest bonds week in 3 years at a time when we had record breaking levels of U.S. debt, and Efficiency in the stock market ... is the market efficient?



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    46 分