Tech Stocks in the NASDAQ Continue to Show Growth despite Inflation - AZ TRT S05 EP28 (244) 7-21-2024
Release Date: 07/31/2024
AZ Tech Roundtable 2.0
Ford Power Promise for EV Cars w/ Becca Anderson AZ TRT - S05 EP40 (256) 10-13-2024 What We Learned This Week: Ford - Classic Car Company with 100 Years + History EV Car adoption is a growing trend Battery Charging at Home + on the Road Software & Service is part of the Ford Promise on new EVs F150 & Mustang Models are available as EVs Guest: Becca Anderson Senior Director Ford e Customer Experience LKIN: In the early days of the personal auto, Americans wanted and needed the convenience, peace of mind and expert service of full-service filling...
info_outline Deep Value Investing Using The Acquirer’s Multiple Revisited w/ Tobias Carlisle - AZ TRT S05 EP 39 (255) 10-6-2024AZ Tech Roundtable 2.0
Deep Value Investing Using The Acquirer’s Multiple Revisited w/ Tobias Carlisle AZ TRT S05 EP 39 (255) 10-6-2024 What We Learned This Week Acquirers Multiple – Enterprise value of the business, mindset of buying the entire business Deep Value Investing – good companies at wonderful prices, looking for companies that are beat down, but not going out of business, will rebound, mean reversion Activist Investors – like Carl Icahn, act as catalyst to push mgmt to unlock value – stock buybacks, spin offs, etc. Value Trap – buy a...
info_outline Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets - AZ TRT S05 EP38 (254) 9-29-2024AZ Tech Roundtable 2.0
Taxes Are Going Up - How to Grow Your Wealth using the Right Tax Buckets - AZ TRT S05 EP38 (254) 9-29-2024 What We Learned This Week: Tax Buckets, broken into 3 categories of Taxed (income), Tax deferred (401K), Tax Free (Roth) Taxes are going up – How to Move more $ into a Tax Free Position Advisors should ask Clients – Do you want to pay Taxes now when you know the rate, or Pay Taxes Later at Unknown Rate? You are always partners with the Gov’t / IRS Arbitrage is Powerful in Finance – borrow cheap $ at 3%, then earn 6% controlling...
info_outline Rockin’ the Kremlin - Russian Music Industry w/ David Junk - AZ TRT S05 EP37 (253) 9-22-2024AZ Tech Roundtable 2.0
Rockin’ the Kremlin - Russian Music Industry w/ David Junk - AZ TRT S05 EP37 (253) 9-22-2024 Things We Learned This Week Roger Waters performed The Wall – Live in Berlin after the Fall David Junk went to the concert, & was inspired and moved to Russia, got into Diamond business, then Music Industry with Universal Music David had to establish a legal record market, and had to fight corruption with the Local Mob Record Companies and Artists wanted to grow their fan-base in both Eastern Europe & Russia post the Fall of the Soviet Union Western Music had a huge impact...
info_outline AZ Bio Week & Life Sciences Innovation w/ Joan Koerber-Walker - AZ TRT S05 EP36 (252) 9-16-2024AZ Tech Roundtable 2.0
AZ Bio Week & Life Sciences Innovation w/ Joan Koerber-Walker - AZ TRT S05 EP36 (252) 9-16-2024 Things We Learned This Week AZ Bio mission to improve life and bioscience, & make AZ a Top Ten Bioscience state AZ Bio Week 2023 is Sep. 16, 5 Days Talks, Events & Awards 3 Ds - Discovery, Development, & Delivery - takes years, and $ billions to bring new drugs to market Their company members deal with diseases, medical devices & cancer research to cure it Combo of Gov't & Private Funding, University research & private company work ...
info_outline THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty - AZ TRT - S05 EP35 (251) 9-8-2024AZ Tech Roundtable 2.0
THE PRICE: What It Takes to Win in College Football’s Era of Chaos w/ Sports Writer John Talty AZ TRT - S05 EP35 (251) 9-8-2024 What We Learned This Week NCAA fought lawsuits for years to avoid paying the players, had chance to solve the issue Sonny Vacarro (Nike fame) convinced Ed O’Bannon of UCLA to sue, led to NIL NCAA cannot enforce rules on NIL, free for all Transfer Portal happens 2x / year, can change teams 2x in the same year! Nick Saban quit at Alabama because of the chaos Likely resolution is a Salary Cap in College Football Guest:...
info_outline Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics - AZ TRT - S05 EP34 (250) 9-1-2024AZ Tech Roundtable 2.0
Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics AZ TRT - S05 EP34 (250) 9-1-2024 What We Learned This Week: The Intelligent Investor Ben Graham's teaching, and seminal investing book - Ch. 8 on Mr. Market, & Ch. 20 on Margin of Safety Market Cycles – importance of identifying them, to know where you are at when investing to avoid Bubbles and Mania - Economics Simplified - What is the Opportunity of your Business Investment? - What is the Probability of the Next Die Roll? - Dr. Nash’s...
info_outline Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne - AZ TRT Flashback - S05 EP33 (249) 8-28-2024AZ Tech Roundtable 2.0
Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne AZ TRT Flashback - S05 EP33 (249) 8-28-2024 What We Learned This Week: · Blockbuster started in 1985, and scaled quickly after Wayne Huizenga purchased it in 1987, 10,000 stores at its height, dominant video rental co. · Alan Payne instituted the Video Rental model of HEB to the Blockbuster franchises he ran – segmented movies to rent new ones for more...
info_outline Think Globally When Looking for Stocks to Invest In w/ Meb Faber - AZ TRT 2.0 Flashback - S05 EP32 8-18-2024AZ Tech Roundtable 2.0
Think Globally When Looking for Stocks to Invest In w/ Meb Faber AZ TRT 2.0 Flashback S05 EP32 8-18-2024 Things We Learned This Week Investment Plan – write it down and stick to it, give yourself rules and guard rails Allocation – Global Stocks, Global Bonds, Global Assets (Real Estate, Commodities, etc) Talmud Portfolio – 2000 year old strategy – 1/3 of $ in land, business, reserves Invest With the House – monitor the 13F of big investors to get ideas Market Cycles – importance of identifying them, to know where you are at when...
info_outline Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds - AZ TRT S05 EP31 (247) 8-11-2024AZ Tech Roundtable 2.0
Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds AZ TRT S05 EP31 (247) 8-11-2024 What We Learned This Week Caliber Co is an integrated real estate company from service to construction to investment funds The biggest idea in funds right now is Opportunity Zones - investing in below medium income areas Caliber deals can last 5+ years, with an IRR of 17% Caliber has great lenders to get good interest rates, they fund deals 50/50 - loan to equity Location - always looking for great properties w/ community to support biz + other real...
info_outlineTech Stocks in the NASDAQ Continue to Show Growth despite Inflation
AZ TRT S05 EP28 (244) 7-21-2024
What We Learned This Week:
· Tech Stocks are considered Growth Stocks because they outpace the market traditionally
· NASDAQ average return the last 10 years is 20%, and up 599% overall
· Magnificent 7 Tech Stocks have continued to carry the market, just like FAANG Stocks a few years back
· Tech Stocks are negatively impacted by rising interest rates + inflation historically, but have been quite resilient since late 2023
Notes:
NASDAQ has been very resilient since late 2023
NASDAQ 10 year average return is 20%, and overall up 599% in last 10 years
Magnificent 7 stocks still carrying both the S&P and QQQ Index
Tech Stocks are Growth stocks that outpace the market
Vix – Volatility Index near 15, vs. high volatility of Covid at 25 to 30
Interest rates and Inflation hurt Tech Stocks earnings historically
Less money for investment in R&D, less growth cost more to borrow money, VC invest less
Average consumer also may not buy the latest tech device, and profits are down
Related Shows on Tech Stocks:
Magnificent 7 & Tech Stocks – Wealth for Life
AZ TRT S05 EP03 (218) 1-21-2024
What We Learned This Week:
- Magnificent 7 - new hottest tech stocks all should own: FB, APPL, AMZN, NVDA, TSLA, MSFT, GOOG
- FAANG Stocks - *past hot list: FB, Apple, Amazon, Netflix & Google
- Top Tech Stocks were 30% of the S&P Index Weighted Average
- Tech Stocks - AI, Cloud, Chips
- Zombie Co‘s - too much debt service, no growth
- Interest Rates - how this affects stock prices
Full Show: HERE
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla
AZ TRT S05 EP19 (234) 5-12-2024
What We Learned This Week:
- Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P
- Google, Microsoft & Amazon are biggest Co‘s in Cloud Service
- Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones
- Nvidia is the AI Superchip tech company
- Google & Meta / FB are the biggest advertising co‘s in the world
Full Show: HERE
Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.
Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…
AZ TRT Podcast Home Page: http://aztrtshow.com/
‘Best Of’ AZ TRT Podcast: Click Here
Podcast on Google: Click Here
Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/azpodcast/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.