The Investing Podcast

The Investing Podcast


Latest Episodes

Revenge of the Semis | September 26, 2024 – Morning Market Briefing
September 26, 2024

Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again.For information on how to join the Zoom calls live each mornin

DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing
September 25, 2024

Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for

The Importance of a Holistic Financial Advisor | Financial Planning Series
September 24, 2024

In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning.For

US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing
September 24, 2024

Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles.Fo

Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing
September 23, 2024

Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island N

Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing
September 20, 2024

Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing
September 19, 2024

Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%.For inform

Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing
September 18, 2024

Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Spending Pressures and Status Anxiety | Financial Planning Series
September 17, 2024

In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pe

Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing
September 17, 2024

Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger.For information on how to join the Z