Robert Hunt Financial Market Update
Episodes
How to invest with money market rates still high, Texas pension fund speculates on stocks, and recency bias clouds our thinking.
22 Mar 2024
Contributed by Lukas
How to invest? More than ever, it depends on who you are: https://www.wsj.com/finance/investing/how-to-invest-more-than-ever-it-depends-on-who-you-are...
Nvidia is on fire, Bitcoin creates FOMO, and I see if an AI bot can do my job.
08 Mar 2024
Contributed by Lukas
It's Nvidia's stock market. You choose how to live in it: https://www.wsj.com/finance/investing/nvidia-stock-market-f254a7ac He lost $ 500,000 on Bit...
Warren Buffett's annual letter is released, Jack Bogle's wisdom lives on, and a reframing on whether investors should try to lock in yields.
01 Mar 2024
Contributed by Lukas
Warren Buffet's Letter: https://www.berkshirehathaway.com/letters/2023ltr.pdf Four ways to lock in yields above 5%: https://www.wsj.com/finance/inves...
WSJ's stock picking contest examined, the USA's unsustainable debt, and conflicts of interests for everyday investors.
23 Feb 2024
Contributed by Lukas
WSJ Heard on the Street Stock Picking Contest: https://www.wsj.com/finance/stocks/heard-on-the-streets-stock-picking-contest-bbb58f00 A $1 Trillion C...
Can we just invest in the S&P 500? Are stocks expensive? Can dividend investing rise from the dead?
16 Feb 2024
Contributed by Lukas
Stocks are at Records: https://www.wsj.com/finance/stocks/stock-prices-valuations-financial-advisers-35ced497 Can dividend investing rise from the dea...
Timing markets is really really hard, the difficulty of portfolio tilting and the loss of purchasing power in the dollar.
09 Feb 2024
Contributed by Lukas
Timing is hard: https://www.ft.com/content/47b49fd1-48fb-4855-9c34-d32348c6df37
Bank of America Plaza teaches us a lesson, dividend growth throughout history, and lessons from my research of a REIT in college.
02 Feb 2024
Contributed by Lukas
Bank of America Plaza: https://www.dallasnews.com/business/real-estate/2024/01/23/dallas-bank-of-america-plaza-makes-plans-for-the-future-without-bank...
The worst 20 year investment periods, the dangers of hubris in investment allocation and why investing at the top is great.
26 Jan 2024
Contributed by Lukas
The government seeks to protect investors, Norway's sovereign wealth fund struggles to stock pick and the hunt for quality stocks is upon us.
19 Jan 2024
Contributed by Lukas
What to know about financial advice as policymakers debate changes to the rules: https://www.cnbc.com/2024/01/15/what-to-know-about-financial-advice-a...
Hedge Funds for the masses disappoint, what it's like to retire on social security alone and the SEC approves the bitcoin ETFs.
12 Jan 2024
Contributed by Lukas
Hedge Funds for the Masses Disappoint: https://www.wsj.com/finance/investing/hedge-funds-alt-funds-high-costs-6738bc51 Here's what it's like to retir...
How so many got 2023 wrong, the future is indeed bright, US economist predicts greatest crash of our lifetime and Robert's Corner where we discuss if you really could be a stock picker
05 Jan 2024
Contributed by Lukas
How I, and Everyone else got 2023 so wrong: https://www.wsj.com/finance/how-i-and-everyone-else-got-2023-so-wrong-637d5f1d?st=c3rxf2qlfjg6h88&refl...
A yearslong way to boost stock market returns, Trick your brain into good financial choices, and Mystifying financial data
29 Dec 2023
Contributed by Lukas
A Yearslong Way to Boost Stock Market Returns: https://www.wsj.com/personal-finance/taxes/a-yearlong-way-to-boost-stock-market-returns-41cbcd11 Trick ...
Wunderkind investing strategies fade, a ponzi scheme is uncovered in the cattle business, Robert Kiyosaki keeps scaring us and Robert's Corner!
22 Dec 2023
Contributed by Lukas
A Wunderkind Hedge Fund Strayed Beyond Value Investing: https://www.wsj.com/finance/investing/a-hedge-fund-wunderkind-strayed-beyond-value-investing-h...
Money moves it's too late to make, how to lose $ 50 million at JP Morgan and some fun investing facts.
15 Dec 2023
Contributed by Lukas
Money moves to make if you're expecting the Fed to lower interest rates: https://www.wsj.com/personal-finance/money-interest-rate-investment-stocks-bo...
What the stock market taught us this year, Asset Class performance in November and Robert's Corner where I discuss my own investing struggles
08 Dec 2023
Contributed by Lukas
What the stock market taught us this year: https://www.wsj.com/finance/investing/stock-market-2023-lessons-investing-2cedd44f?reflink=integratedwebvie...
Cash hoarders start looking for risk, AI stocks leave the value folks behind and Charlie Munger's lessons.
01 Dec 2023
Contributed by Lukas
Investors are hungry for risk: https://www.wsj.com/finance/stocks/investors-are-hungry-for-riskand-holding-record-cash-sums-6fe43275?st=zuetsjqtb3sov7...
UBS predicts roaring 90's stock market, Mint budgeting app dies, 529 secrets you wish you knew and Robert's Corner where we look at the intersection of refrigeration and investment.
17 Nov 2023
Contributed by Lukas
UBS Thinks U.S. Economy is Headed Back to Clinton-Like Era: https://finance.yahoo.com/news/forget-gloom-1970s-ubs-thinks-123027482.html There's a Rea...
S&P 500 clinches best week since November 2022, a generational investing opportunity with baby boomers and another mutual fund advertisement in Robert's Corner.
10 Nov 2023
Contributed by Lukas
S&P 500 clinches best week since November 2022: https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2023-8110321c A generatio...
President Biden comes to protect your retirement, Money Market funds may not be a long term solution and Nationwide tries to sell me lies
03 Nov 2023
Contributed by Lukas
Biden's Junk Fee Crackdown Comes for Retirement Advice: https://www.wsj.com/personal-finance/retirement/bidens-junk-fee-crackdown-comes-for-retirement...
Trading stocks loses its thrill, Should long term investors put 80% into stocks and a Cash management lesson at Robert's corner
20 Oct 2023
Contributed by Lukas
Trading Stocks Loses Its Thrill: https://www.wsj.com/finance/stocks/trading-stocks-loses-its-thrill-i-would-get-burned-43bab615 Long Term Investors S...
Higher bond yields and their implications, how a 77 year old widow was scammed from her life savings and are high cash interest rates the end of financial advisors.
13 Oct 2023
Contributed by Lukas
Higher Bond Yields Likely to Extend Fed Rate Pause: https://www.wsj.com/economy/central-banking/higher-bond-yields-likely-to-extend-fed-rate-pause-53a...
Millennials are actually better equipped savers, Should you buy Shrek music royalties and WeWork shares plunge creating new lessons for investors
06 Oct 2023
Contributed by Lukas
Millenials are on track for retirement: https://www.wsj.com/personal-finance/retirement/millennials-on-better-track-for-retirement-than-boomers-and-ge...
Ponzi Scheme Podcaster, do you take the lump sum or the pension payments, and the hedge fund meltdown that rescued your stocks
29 Sep 2023
Contributed by Lukas
Cash Flow Podcaster makes off with millions: https://www.cnbc.com/2023/09/25/cash-flow-podcaster-made-off-with-millions-in-ponzi-scheme-sec.html Shou...
You might be paying too much for your index fund, Goldman wants you to buy a sports team and higher interest rates may be here for a while.
22 Sep 2023
Contributed by Lukas
You might be be paying too much for that index fund: https://www.wsj.com/finance/investing/you-might-be-paying-too-much-for-that-index-fund-a2458f24 ...
Indexing is still the best, The secret to saving for retirement and the 11% yield that deserves scrutiny
15 Sep 2023
Contributed by Lukas
Indexing Is Still the Best Bet for Investors: https://www.wsj.com/articles/indexing-is-still-the-best-bet-for-investors-stock-market-portfolio-manager...
Is it really a great time to be an active investor?, why are mortgage rates so high and saving money on cellphone plans and electricity
08 Sep 2023
Contributed by Lukas
Active Investing Company: https://www.harborcapital.com/products/etfs/overview/ Why are mortgage rates so high: https://www.nytimes.com/2023/08/26/bu...
The exact age you make the best financial decisions, what rich Americans are doing with their money and nuggets from my recent presentation to Streetlights Residential
01 Sep 2023
Contributed by Lukas
The exact age when you make your best financial decisions: https://www.wsj.com/personal-finance/the-exact-age-when-you-make-your-best-financial-decisi...
Getting famous from market predictions, new EU rules scare indexers, and I confess individual stock picking temptation
25 Aug 2023
Contributed by Lukas
How to get famous from stock market crash: https://www.wsj.com/finance/investing/how-to-get-rich-and-famous-from-a-stock-market-crash-6914580a New EU...
Mom and pop buy gold, Michael Burry of 'Big Short' bets it all on a crash and Bill Ackman shorts the 30 year bond
18 Aug 2023
Contributed by Lukas
When Markets Get Scary, Mom and Pop Buy Gold: https://www.wsj.com/articles/when-markets-get-scary-mom-and-pop-buy-gold-77cf7df3 Michael Burry, of 'Bi...
Bad timing will cost you big, William Bernstein's best advice today and a beer billionaire randomly picks stocks.
11 Aug 2023
Contributed by Lukas
Bad timing cost investors: https://www.morningstar.com/funds/bad-timing-cost-investors-one-fifth-their-funds-returns William Bernstein's biggest risk:...
Is At&t a stock you can pick, investors are feeling bold again and Bank of America may not be your friend
21 Jul 2023
Contributed by Lukas
1.) At&t jumps after Elliot takes 3 billion stake, sees stock at $ 60: https://www.cnbc.com/2019/09/09/att-shares-jump-after-activist-elliot-...
Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards
07 Jul 2023
Contributed by Lukas
Financial storm bears down on US commercial real estate: https://www.ft.com/content/658d937f-f804-4656-a9d8-428b9c2c917d Dividend-Paying Stocks Spurn...
Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff
30 Jun 2023
Contributed by Lukas
Boomers Got Hooked on Stocks: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-20-2023/card/boomers-got-hooked-on-stocks-now-they-can-...
Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal
23 Jun 2023
Contributed by Lukas
When SVB and First Republic Collapes, So Did Their Employees Investments: https://www.wsj.com/articles/when-svb-and-first-republic-collapsed-so-did-th...
Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run
16 Jun 2023
Contributed by Lukas
Wealth Management's $ 1 Trillion Conflict: https://www.financial-planning.com/digital-edition/june-2023 Calpers ups VC allocation: https://pitchbook.c...
You can't hide from AI hype, retirement changes to know and broker steals from his mother
09 Jun 2023
Contributed by Lukas
Nowhere for Investors to Hide From AI Hype: https://www.wsj.com/articles/nowhere-for-investors-to-hide-from-ai-hype-7cb52fd7 Retirement-Savings Chang...
JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.
02 Jun 2023
Contributed by Lukas
JP Morgan Builds Unit for World's Richest Families: https://www.advisorhub.com/jpmorgan-builds-unit-for-worlds-richest-families-in-wealth-bet/ Ex-Mor...
Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound
26 May 2023
Contributed by Lukas
Housing Bust Comes for Small Time Investors: https://www.wsj.com/articles/a-housing-bust-comes-for-thousands-of-small-time-investors-3934beb3 How a D...
My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar
19 May 2023
Contributed by Lukas
Scott Burns: Investment paralysis isn't to be lamented. It deserves praise. https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artgui...
Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.
12 May 2023
Contributed by Lukas
Berkshire Hathaway Latest Investor Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf ChatGPT Is Causing a Stock-Market Ruckus: https://www...
Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?
05 May 2023
Contributed by Lukas
WSJ: Investors are piling into active ETFs https://www.wsj.com/articles/investors-are-piling-into-actively-managed-etfs-c9729056 WSJ Getting the Sharp...
Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.
28 Apr 2023
Contributed by Lukas
Picking A Stock for the Year 2048: https://www.wsj.com/articles/picking-a-stock-for-the-year-2048-66d90e Stocks Still Aren't Close to Cheap: https://w...
Why it is so hard to beat the stock market, how to pay 0% on your income taxes and what to do when you want to buy gold.
21 Apr 2023
Contributed by Lukas
WSJ: Want to beat the stock market? Avoid the cost of 'being human.': https://www.wsj.com/articles/active-vs-passive-index-fund-beat-the-stock-market-...
A.I. Struggles to beat the market but knows how to rap, Houston apartment investors get wiped out and Scott Burns warns against 401ks
14 Apr 2023
Contributed by Lukas
A.I. Can Write a Song, but It Can't Beat the Market: https://www.wsj.com/articles/ai-can-write-a-song-but-it-cant-beat-the-market-6df50efd Houston Ap...
Psychologist says investors are afraid right now, the S&P 500 is resilient thanks to tech and excellent quotes from Lynch and Chamath.
07 Apr 2023
Contributed by Lukas
CNBC Investors are "pretty afraid right now": https://www.cnbc.com/2023/03/31/financial-psychologist-2-steps-to-cope-with-fear-over-the-market.html S...
An advertisement you will never hear and what we can learn from the Credit Suisse meltdown.
24 Mar 2023
Contributed by Lukas
Swiss Regulator defends 17 billion wipeout of Credit Suisse bonds: https://www.ft.com/content/4f0c9cc8-192c-4b2b-bd78-4943d23b17a3 Credit Suisse Coll...
Silicon Valley Bank implodes - what if they listened to the podcast?
17 Mar 2023
Contributed by Lukas
WSJ-Why Top Washington Officials Chose to Rescue SVB Depositors: https://www.wsj.com/articles/why-top-washington-officials-agreed-to-a-bank-rescue-ef4...
Federal Reserve signals higher rates, can you hang out in cash for a bit and how Cathie Wood can make money while you lose it.
10 Mar 2023
Contributed by Lukas
Fed Chair Powell says interest rates are "likely to be higher' than previously anticipated: https://www.cnbc.com/2023/03/07/fed-chair-powell-says-inte...
*Special* Interview Series: Nelson Hunt - Estate Planning Attorney
07 Mar 2023
Contributed by Lukas
www.nelsonhunt.com
Should you build a treasury ladder, are the growth of index funds distorting markets and the Berkshire Hathaway letter drops!
03 Mar 2023
Contributed by Lukas
Bond ladders are cool again: https://www.cnbc.com/2023/02/27/how-to-build-a-treasury-bill-ladder-to-capture-higher-yields.html?__source=iosappshare%7C...
Asphalt entrepreneur sues his advisors, Robert Kiyosaki issues a dire warning and interesting investing data from Peter Mallouk
24 Feb 2023
Contributed by Lukas
Oil Entrepreneur Sues Wells, LPL: https://www.advisorhub.com/oil-entrepreneur-sues-wells-lpl-and-broker-after-5m-securities-based-loan-strategy-backfi...
Income oriented funds that never beat the market, how the average investor actually performs and VC Zombie Funds.
17 Feb 2023
Contributed by Lukas
Why Investors Are Piling Into Funds That Promise Not to Beat the Stock Market: https://www.wsj.com/articles/covered-call-etf-option-income-jpmorgan-gl...
AI and your investments, a ChatGPT song about index funds and are ESG funds a ripoff
10 Feb 2023
Contributed by Lukas
Chat GTP: https://www.cnbc.com/2023/02/08/what-is-chatgpt-viral-ai-chatbot-at-heart-of-microsoft-google-fight.html Green Funds cost more than you thi...
How to leave your financial advisor, Michael Burry says 'sell', are stocks dead next decade and beware of Dopamine hits.
03 Feb 2023
Contributed by Lukas
I'm paying my financial advisor 1%: https://www.yahoo.com/finance/m/ee7d8607-7ed6-3250-9f8c-1dd148199c14/i’m-paying-my-financial.html Michael Burry...
30 years ago the ETF was born, who is telling you where to put cash and don't let cash be your stuffed animal
27 Jan 2023
Contributed by Lukas
First ETF Launched 30 Years Ago: https://www.wsj.com/articles/the-first-etf-launched-30-years-ago-revolutionizing-investing-11674343914 Rich Customer...
Iowa Farmer loses $ 900,000, should you use your parents bank, and international stocks keep cooking.
19 Jan 2023
Contributed by Lukas
Iowa Farmer's $ 900,000 investing mistake: https://www.wsj.com/articles/regulation-d-private-offering-debt-equity-11673625595 Why more young American...
Rebalancing may not be worth it, JP Morgan gets duped and European stocks start to outperform.
12 Jan 2023
Contributed by Lukas
The Case Against Rebalancing: https://www.wsj.com/articles/case-against-rebalancing-your-portolio-11673014712 JP Morgan Duped: https://www.wsj.com/ar...
2022 a year in review, rookie traders call it quits and why it is so hard to invest simply
06 Jan 2023
Contributed by Lukas
Rookie Traders Call it quits: https://www.wsj.com/articles/rookie-traders-are-calling-it-quits-and-their-families-are-thrilled-11672513272 Why invest...
John Wayne's financial mistakes, our predictions are not that great, and do people actually think financial advice is free?
23 Dec 2022
Contributed by Lukas
John Wayne Loses his fortune: https://www.dallasnews.com/news/watchdog/2022/12/16/john-wayne-lost-his-fortune-twice-both-times-in-a-way-you-could-lose...
Is your brokerage account safe, social media pump and dump schemes and ensuring you don't fall for financial advertising
16 Dec 2022
Contributed by Lukas
WSJ: How safe are your investments? After FTX, It's worth checking: Dallas Morning News: Pump and Dump Scheme: Structured Note Company Advertisi...
International investing might work after all, why aren't you ditching your big bank, and being trapped in a real estate fund
09 Dec 2022
Contributed by Lukas
Wall Street Journal: Investors See Shift in Europe's Fortunes: https://www.wsj.com/articles/investors-see-shift-in-europes-fortunes-11670409163 Wall ...
If the world is ending should I still invest, advertising I received and the Federal Reserve makes waves
02 Dec 2022
Contributed by Lukas
Peter Zeihan: The End of the World is Just the Beginning VantagePointAI: https://www.vantagepointforecasts.com/webinar-ft61633112515549?clickid=...
60/40 stock bond troubles, Justin Bieber investing update, Morgan Housel's story and I finally sell my 6 month T-bill
18 Nov 2022
Contributed by Lukas
60/40 WSJ Article: https://www.wsj.com/articles/investment-retirement-stocks-bonds-market-11668015638 Justin Bieber buys NFT: https://finance.yahoo.c...
FTX Crypto Fiasco, Why did stocks go up 5%? and Robert's Corner where a 6 month treasury note is purchased
11 Nov 2022
Contributed by Lukas
FTX Fiasco Hits Investors From Tiger Global to Tom Brady: https://www.advisorhub.com/ftx-fiasco-hits-investors-from-tiger-global-to-tom-brady/ Dow Sur...
Jeremy Siegel's market analysis, I try to sell my brokered CD, and how I arrange my personal finances.
04 Nov 2022
Contributed by Lukas
Jeremy Siegel's Advice: https://www.yahoo.com/finance/news/long-term-investors-absolutely-buy-191000969.html
How retail traders are doing, Munger's mistake, brokered cds continued and the services I actually use
28 Oct 2022
Contributed by Lukas
Retail traders down 44% Financial Times: https://www.ft.com/content/406f65f9-8cf3-416f-9171-ea7b8da0348b
Day traders go back to day jobs, Utility stock troubles and a certificate of deposit strategy to consider.
21 Oct 2022
Contributed by Lukas
Day Traders go Back to Day Jobs: https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094 Utility Stocks...
Should you go to cash, alternative assets bleed too and market timing data
14 Oct 2022
Contributed by Lukas
CNBC: Young, wealthy investors are flocking to alternative investments: https://www.cnbc.com/2022/10/12/young-wealthy-investors-are-turning-to-alterna...
What to do with cash, trusting brands in finance and a great client question
06 Oct 2022
Contributed by Lukas
Bloomberg: Credit Suisse Trust 'Failed Basic Duty' : https://www.bloomberg.com/news/articles/2022-09-04/credit-suisse-court-spat-with-billionaire-kick...
What Financial Advisors say to do now, Jim Chanos sees problems in China and a financial history lesson
28 Sep 2022
Contributed by Lukas
Jim Chanos prediction: https://www.cnbc.com/2022/09/28/jim-chanos-says-this-is-the-biggest-investing-story-no-one-is-talking-about.html?__source=iosap...
Bank Strategist say avoid the index, The Fed's moves and don't give up on the stock market
23 Sep 2022
Contributed by Lukas
The Podcast is public and in the wild!!!