درباره این پادکست 🔗

میزبان‌ها:
فرکانس به روز رسانی:
semiweekly
میانگین طول صدا:
46 minutes
انگلیسی
ایالات متحده آمریکا
183 قسمت
از سال 17 اوت 2023
episodic

آخرین اپیزود 🔗

This week’s update digs into why the economy feels so strange right now: inflation, tariffs, energy costs, fiscal spending, and Fed policy are all pulling in different directions. We also cover a strong Top 5 ex-dividend list, how AI can help narrow investment research when you actually know what y…

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This week’s headlines looked better than the details. We’re breaking down the latest inflation, savings, and GDP data through the lens that actually matters: household budgets, investor positioning, and where cash flow still makes sense. Then we move into this week’s Top 5 ex-dividend names, a bonu…
This week’s data finally gave us something other than doom fuel—but the details still matter. We’re talking about stronger economic momentum, the places where the numbers still deserve a side-eye, this week’s Top 5 ex-dividend names, and a retirement portfolio move that says a lot about when to fol…
This week’s episode digs into the Fed’s latest rate hike, the inflation data behind it, and why the consumer spending numbers may not be as strong as they look on paper. We also cover this week’s Top 5 ex-dividend picks and a portfolio update involving Skyworks, dividend suspension risk, and reallo…
This is the high-risk, income-focused portfolio update — the one built around YieldMax, Roundhill, GraniteShares, and other high-yield ETF strategies. The purpose of this portfolio is very specific: generate monthly cash flow so we can cover living expenses while letting the main portfolio continue…
In this episode, we break down our Q3 update for the main portfolio — the hybrid account sitting between our conservative retirement strategy and our high-risk income ETF experiment. This portfolio is designed to balance income, growth, valuation, and flexibility. It is not as conservative as the r…
In this episode, we break down the Q3 update for our conservative retirement portfolio — the lower-drama account built around stability, dividend income, compounding, and risk management. This portfolio is not trying to chase the highest yield. It is designed to protect principal, generate reliable…
This week’s episode breaks down a short but loaded market week: the August jobs report, the Producer Price Index, pipeline inflation, dividend income updates, and the latest portfolio moves. We cover: Why the August jobs report looked strong on paper Why labor data revisions still deserve skeptici…
This is our August cash flow update, part of our ongoing monthly series where we share real income, real expenses, and the messy life circumstances behind the numbers. In this episode, we cover: Our total August spending and income Why this was our lowest-cost month so far What our actual expenses…
This week’s episode is all about the split economy hiding underneath the headline numbers. We look at where money is still being spent, where it's drying up, and how that affects your investing strategy. In this episode, we cover: Why residential construction is still stuck How data centers and po…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Tim & Carmela است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.