エピソード

  • Quantum Computing Revolution Explained

    Quantum Computing Revolution Explained
    2025/02/19
    In this episode of The Cash Flow Academy, the team explores Google's groundbreaking quantum computing announcement with the debut of their "Willow" chip. This technological marvel can solve complex computations in minutes—tasks that would take even the world's top supercomputers trillions of years. The conversation delves into the potential positive impacts on fields like healthcare, as well as the risks to cybersecurity and current cryptographic measures. The speakers discuss investment strategies in the face of technological disruption, emphasizing the value of owning companies driving advancements rather than competing with them. Tune in for insights on staying adaptable in a rapidly changing technological landscape.
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    37 分
  • Systemic Issues & Market Opportunities

    Systemic Issues & Market Opportunities
    2025/02/05
    This weeks episode of the Cash Flow Academy podcast, Andy Tanner, Corey Halliday, and Noah Davidson analyze the healthcare sector's investment potential following the assassination of United Healthcare's CEO. They examine the immediate stock market impact, including a 10% drop in United Healthcare's stock and a 2-3% decline across the broader sector. The conversation dives into systemic issues such as claim denials and delays, evaluating whether these challenges present investment opportunities. The hosts also break down key valuation metrics like price-to-book and price-to-earnings ratios, providing insights for investors navigating a turbulent healthcare market.
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    42 分
  • The Future of U.S. Taxes

    The Future of U.S. Taxes
    2025/01/29
    In this episode of the Cash Flow Academy podcast, Andy Tanner hosts tax expert Alex Durante for an insightful discussion on fiscal responsibility, tax policy, and economic growth. They explore the intersection of trade, fiscal, and monetary policies, highlighting the expiration of the 2017 tax cuts and the challenges of funding promised obligations like Social Security and Medicare. Alex shares perspectives on tariffs, corporate tax cuts, and their impact on investment and wages. The conversation underscores the importance of financial education, personal fiscal responsibility, and staying informed about tax policy to navigate an evolving economic landscape.
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    54 分
  • 2025 Financial Playbook Revealed

    2025 Financial Playbook Revealed
    2025/01/22
    The Cash Flow Academy team shares insights on investment strategies and predictions for 2025. Corey anticipates a possible market downturn, recommending asset accumulation and hedging, while Noah explores AI's transformative impact on productivity and maintaining a positive mindset. Andy highlights fiscal responsibility and potential bearish pressures from monetary policy. Throughout the discussion, the team emphasizes the importance of preparation, risk management, and the value of consistent, long-term strategies for navigating market fluctuations.
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    1 時間 11 分
  • Volatility Crush: Preparing for the Unknown

    Volatility Crush: Preparing for the Unknown
    2025/01/15
    In this episode, the Cash Flow Academy team dives into strategies for navigating the stock market at all-time highs. They analyze the current market environment, including insider selling by major tech leaders like Jeff Bezos and Mark Zuckerberg, and the potential impact of a Democratic sweep on capital gains taxes. The team also explores how AI and fiscal irresponsibility are driving market valuations. They share actionable trading strategies, such as using collars and debit spreads to hedge against downside risk, while emphasizing the importance of maintaining an internal locus of control to make sound investment decisions in uncertain times.
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    49 分
  • Apple, Coca-Cola & Strategy Evolution

    Apple, Coca-Cola & Strategy Evolution
    2025/01/08
    In this episode of The Cash Flow Academy Podcast, Andy Tanner is joined by Alex Morris, author of Buffett and Munger, Unscripted. Alex shares his journey in compiling three decades of insights from Berkshire Hathaway shareholder meetings, uncovering the investment philosophies of Warren Buffett and Charlie Munger. The discussion highlights their unscripted wisdom, offering a glimpse into their temperament, approach to risk management, and evolving strategies over time. From Coca-Cola to Apple, Morris unpacks how Buffett and Munger's decisions have shaped their legacy. Whether you're new to investing or a seasoned pro, this conversation offers timeless lessons from two of the greatest minds in finance.
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    50 分
  • Analyzing the "Dogs of Dow"

    Analyzing the "Dogs of Dow"
    2025/01/01
    The Cash Flow Academy team unpacks the latest changes to the Dow Jones Industrial Average, including the removal of Dow Chemical and the addition of Sherwin-Williams. Corey and Noah offer their expert take on what these shifts mean for investors and highlight the value of focusing on long-term strategies. The discussion explores the appeal of owning businesses with strong brands and limited competition, the "Dogs of the Dow" approach, and insights on companies like Intel and Boeing. Throughout, the team underscores the importance of prioritizing cash flow, dividends, and business fundamentals over short-term price fluctuations.
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    34 分
  • Confessions from the Trading Trenches

    Confessions from the Trading Trenches
    2024/12/18
    Andy, Noah, and Corey dive into their most memorable trades—both wins and losses—to uncover essential lessons in risk management, trading psychology, and personal growth. From the dangers of "throwing good money after bad" to the power of understanding risk tolerance, they share candid stories of their experiences. Highlights include satisfying trades like shorting Blockbuster and GameStop and wisdom from mentors like Robert Kiyosaki. The team underscores the importance of continuous learning, distinguishing mistakes from losses, and owning assets to thrive as an investor.
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    53 分