Siste episoder av Beckonomics Podcast podcast

1. Tax Free Returns? Comparing Roth and Traditional IRAs09.09.2025 (00:23:26)

   In the latest episode of Beckonomics, Victor and Hunter Beck discuss retirement accounts, the options you have, and how to choose between your options. They also discuss Roth conversions, key considerations to make, and how to use them to your retirement advantage.Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

2. How will Tariffs ACTUALLY affect you? Details no one is talking about.11.08.2025 (00:23:06)

   In the latest episode of Beckonomics, Victor and Hunter Beck discuss the tariff math that no one's talking about. They cover how tariffs are calculated, their effect on consumer goods, inflation, and investment implications.Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

3. Avoid These Annuity Mistakes – What To Do Instead28.07.2025 (00:35:42)

   In the latest episode of Beckonomics, Frank Beck, President and Chief Investment Officer of Beck Capital Management, joins Victor to discuss Annuities - providing insight into different styles of annuity, what to watch out for, alternative investment options to achieve retirement goals, and what to do if you currently own an annuity.Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

4. A Return to Our Regularly Scheduled Programming08.07.2025 (01:00:39)

   In the latest episode of Beckonomics, Victor and Hunter discuss Q2 highlights and their outlook for the rest of 2025. They cover Currency Markets, The Federal Reserve and Interest Rates, Trade Deals, Geopolitics, and other important areas of interest.Video Chapters:00:00 Intro02:32 Quarter in Review11:47 Currency Markets19:13 Stablecoins & Cryptocurrency22:39 Federal Reserve & Interest Rates33:16 Trade Deals & Tariffs39:58 Geopolitical Factors51:41 Looking Ahead57:43 ConclusionOpinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

5. EP63: The U.S. is investing in which asset class?24.06.2025 (00:20:30)

   In the latest episode of Beckonomics, Victor and Hunter examine the US's efforts to establish a crypto reserve fund. The podcast discusses a range of crypto reserve funds, from the federal to individual state-level funds, as well as bitcoin-only and all-crypto funds. The discussion covering parallel state-level initiatives covers interesting and different market dynamics. The hosts draw helpful comparisons to similar types of government investments, including those in oil, gold, and international sovereign wealth funds.Key topics include the source of funds, both fiat dollars and crypto, and their future expectations for this type of government investment. As always, Hunter and Victor will discuss the investing implications for individual investors in equity markets as well as crypto markets.Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

6. EP62: Is the US Dollar Losing Its Power?09.06.2025 (00:27:23)

   In the latest episode of Beckonomics, Victor and Hunter delve deep into the complex world of currency dynamics, focusing on the US dollar's global significance. The podcast explores the intricate balance between strong and weak currencies, examining how exchange rates impact international trade, investment, and economic policy.The episode unpacks the US dollar's role as the global reserve currency, highlighting its stability and importance in international transactions. Listeners will gain insights into the nuanced pros and cons of currency strength, from lower borrowing costs and cheaper imports to the potential benefits of a weaker currency for export-driven manufacturing.Key topics include the challenges of trade deficits, the impact of tariffs, and the delicate balance of maintaining a competitive currency. Victor and Hunter provide a comprehensive look at how currency valuation affects everything from global oil markets to international travel and foreign investment.Listeners will come away with a deeper understanding of the economic forces that shape currency markets, the US dollar's unique position in the global economy, and the strategic considerations behind currency policies. The episode offers a balanced, accessible exploration of a complex economic topic, making intricate financial concepts understandable for a broad audience.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

7. EP61: The Secret Behind Buffett’s $160B Fortune28.05.2025 (00:28:22)

   In the latest episode of Beckonomics, Victor and Hunter dive into the legendary investment career of Warren Buffett as he begins to step back from Berkshire Hathaway. They take listeners on a journey through Buffett’s incredible legacy—how a young investor from Omaha became one of the wealthiest individuals in the world.Victor and Hunter break down Buffett’s core investment principles in a way that’s easy to follow, touching on his deep understanding of businesses, value investing approach, and unmatched financial discipline. You'll hear how Buffett focused on company fundamentals over market trends—and why his patience has always been his secret weapon.The episode also highlights his famously frugal lifestyle, long-term thinking, and smart bets on companies with solid cash flow. The guys discuss his legendary partnership with Charlie Munger and his surprising moves into the tech world with investments in IBM and Apple.One of the most powerful parts of the episode? Buffett’s #1 piece of advice: invest in yourself. Victor and Hunter talk about the importance of continuous learning, developing your skills, and keeping a long-term mindset—not just for investing, but for life.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

8. EP60: Why Are Oil Prices Dropping But Gas Is Up?19.05.2025 (00:29:35)

   In the latest episode of Beckonomics, Victor and Hunter take a deep dive into the ever-changing landscape of oil and natural gas. With oil prices falling 17% year-to-date while natural gas prices are on the rise, the duo unpacks what’s really driving these opposing trends.They explore key factors influencing oil markets, including production strategies from the Trump administration, OPEC’s ongoing cuts, and broader global economic uncertainty. The conversation highlights challenges for U.S. oil producers, especially in the Permian Basin, and examines Saudi Arabia’s strategic role in shaping international oil supply.The discussion then shifts to natural gas and its growing role in the global energy mix. Victor and Hunter discuss the U.S.’s potential as a major exporter—particularly to Europe—and the logistical hurdles of liquefying and transporting natural gas on a global scale.Beyond the energy sector, they connect the dots to broader economic impacts, including how shifting prices affect inflation, consumer spending, and trade. With clear, insightful commentary across the upstream, midstream, and downstream sectors, this episode offers a well-rounded look at today’s energy markets.Whether you're an energy expert or just curious, this episode will leave you with a better understanding of what’s fueling the global economy.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

9. EP59: We Went Through the Earnings Report So You Don’t Have To13.05.2025 (00:29:41)

   In the latest episode of Beckonomics, Victor and Hunter dive into the nuanced landscape of Q1 earnings season, exploring the impact of tariffs and global trade tensions on corporate America. The podcast provides a comprehensive analysis of big tech earnings, highlighting the resilience of companies like Microsoft, Alphabet, and Meta, who continue to invest heavily in AI and data center infrastructure despite economic uncertainties.Victor and Hunter unpack the complex dynamics of tariffs, revealing how they've influenced company guidance, import/export trends, and overall market sentiment. Listeners gain valuable insights into how corporations are navigating the challenging economic environment, with many pulling forward guidance or adapting their strategies to mitigate potential risks.Key highlights include the S&P 500's earnings growth of 12.8% in Q1, the significant impact of trade deficits on GDP, and the potential implications of upcoming trade deals. Victor and Hunter offer a balanced perspective on market valuation, corporate adaptability, and investment strategies during uncertain times.Investors and economic enthusiasts will find this episode particularly enlightening, as Victor and Hunter provide a deep dive into the current market landscape, offering nuanced perspectives on corporate performance, technological investments, and the broader economic outlook.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

10. EP58: This Is What Good Financial Advisors Actually Do05.05.2025 (00:29:32)

    In the latest episode of Beckonomics, Victor and Melanie dive deep into the world of financial advising. With 21 years of experience, Melanie shares her unique journey from teaching to becoming a certified financial advisor and divorce financial analyst.The podcast explores the critical aspects of client relationships, as Victor and Melanie discuss the importance of clear communication, education, and personalized financial strategies. They highlight the firm's commitment to a fiduciary approach, focusing on individual securities and tailored investment portfolios that align with clients' specific goals and risk tolerances.Listeners will gain insights into complex financial planning topics, including retirement preparation, tax optimization strategies, and navigating major life transitions like divorce. Melanie explains the nuanced approach of working closely with clients' CPAs to minimize tax implications and create comprehensive financial plans.The episode provides a transparent look at how financial advisors can add value beyond traditional investment management. Victor and Melanie break down financial jargon, offer proactive guidance, and demonstrate the importance of maintaining ongoing client relationships.A must-listen for anyone seeking to understand modern financial planning strategies and the evolving role of financial advisors.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

11. EP57: What Happens to Your Money When Markets Panic?28.04.2025 (00:25:42)

    In the latest episode of Beckonomics, Victor and Hunter dive deep into market uncertainty and its profound impact on financial landscapes. The podcast explores how uncertainty—stemming from geopolitical tensions, trade policies, and economic shifts—dramatically influences investor behavior and market dynamics.Using vivid analogies like comparing market investments to driving in challenging weather conditions, Victor and Hunter break down complex financial concepts into digestible insights. They examine recent market challenges, including COVID-19, Federal Reserve rate hikes, and international trade tensions, highlighting how these factors create investor hesitation.The discussion reveals critical nuances about market valuation, explaining how uncertainty forces investors to demand higher returns and pivot towards safer investment vehicles. Listeners will gain valuable perspectives on why markets react negatively to unpredictability and how smart investors navigate turbulent economic environments.Particularly enlightening are the statistical insights shared by Victor and Hunter, such as the fact that 96% of the time markets are higher in the year following high volatility periods. The episode emphasizes maintaining a long-term investment perspective, understanding market sentiment, and not making rash decisions during uncertain times.For investors seeking strategic understanding of market behaviors, this episode offers sophisticated yet accessible financial wisdom.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

12. EP56: What I’m Investing In (That’s Not Stocks)21.04.2025 (00:23:35)

    In the latest episode of Beckonomics, Victor and Hunter dive deep into navigating the current market landscape through strategic fixed return investments. As equity markets experience volatility and uncertainty, the podcasters explore alternative investment vehicles that offer stability and consistent returns.Victor and Hunter delve into structured notes, private credit, and real estate investment trusts (REITs) as compelling options for investors seeking to dampen portfolio volatility. They highlight how these investments can provide mid to high single-digit returns, offering a more predictable income stream compared to the unpredictable stock market.They share key insights including the resurgence of credit investments due to higher interest rates, the importance of quality underwriting in private credit, and the potential of REITs in stabilized real estate sectors like multi-family housing. Their discussion emphasizes the value of fixed income investments in creating a balanced portfolio that can weather market fluctuations.Listeners will gain valuable perspectives from Victor and Hunter on diversification strategies, the benefits of cash flow investments, and how to approach portfolio management during uncertain economic times. The podcast provides a comprehensive overview of alternative investment opportunities that can help investors maintain financial stability and continue pursuing long-term growth objectives.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

13. EP55: Everyone Is Talking About the Market Crash14.04.2025 (00:27:08)

    In the latest episode of Beckonomics, Victor and Hunter delve deep into the recent economic upheaval caused by the Trump administration's reciprocal tariff announcement. The discussion unpacks the complex landscape of international trade, revealing how a seemingly straightforward tariff strategy sent shockwaves through global markets, resulting in a staggering $5 trillion market cap drop.The episode meticulously breaks down the tariff calculation method, which surprisingly bases reciprocal rates on trade deficits rather than existing tariff structures. Listeners gain insights into the nuanced world of international trade, exploring how services and non-physical exports are often overlooked in traditional economic assessments.Diving into potential economic implications, the podcast examines how these tariffs could impact consumer prices, supply chains, and global economic dynamics. The conversation highlights the challenges businesses face in rapidly reshoring production and the potential long-term consequences of such aggressive trade policies.While critically analyzing the current situation, the discussion remains balanced, offering perspectives on potential negotiation pathways and the possibility of zero-tariff agreements with key trading partners. It's an essential listen for anyone seeking to understand the intricate economic chess game of international trade in the current geopolitical climate.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

14. EP54: The Fed Might Be Controlling the Market More Than You Think07.04.2025 (00:22:28)

    In the latest episode of Beckonomics, Victor and Hunter dive deep into the Federal Reserve's latest meeting, unpacking the market's most positive Fed day since 2022. Listeners will get an insider's view of Jerome Powell's strategic guidance, exploring the nuanced world of monetary policy with razor-sharp analysis.The episode breaks down the Fed's current economic outlook, revealing critical insights into inflation expectations, quantitative tightening, and the delicate balance of managing economic uncertainty. With a focus on the Fed's dual mandate of price stability and maximum employment, the discussion illuminates the complex mechanisms driving economic decision-making.Listeners will learn about the Fed's massive balance sheet, the implications of reduced treasury roll-offs, and why markets are cautiously optimistic. The podcast offers a compelling exploration of tariff policies, unemployment trends, and the Fed's conservative forecasting approach.Standout moments include Powell's cheeky return to the term "transitory" and a deep dive into the current "low hiring, low firing" labor market dynamics. Whether you're an economics enthusiast or a casual investor, this episode provides a comprehensive, accessible breakdown of the current economic landscape, offering listeners valuable insights into the forces shaping financial markets.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

15. EP53: From AI to Inflation—2024’s Biggest Financial Game Changers31.03.2025 (00:26:45)

    In the latest episode of Beckonomics, Victor and Hunter dive into a comprehensive look back at a year of insightful economic discussions and market trends. The episode explores the transformative AI trade, highlighting its continued significance in the tech sector and broader market dynamics. Listeners will gain valuable perspectives on investing at all-time highs, challenging conventional wisdom about market entry points and demonstrating the benefits of long-term investment strategies.The discussion delves into critical economic issues, including the growing federal deficit, power grid challenges supporting AI innovation, and shifting consumer spending patterns. Victor and Hunter break down the complexities of wealth planning, offering practical advice on maximizing 401(k) investments and understanding qualified accounts.Key insights include the performance of luxury versus budget-friendly brands, the importance of strategic asset location, and the potential of alternative investment strategies beyond traditional 60/40 portfolios. The podcast provides a nuanced examination of economic trends, from technology infrastructure to consumer behavior, offering listeners a comprehensive overview of the financial landscape.Perfect for investors, economics enthusiasts, and anyone seeking to understand the current economic ecosystem, this episode serves as both a retrospective and a forward-looking analysis of market dynamics and investment opportunities.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

16. EP52: Investors, Don’t Ignore This Market Shift!24.03.2025 (00:28:55)

    In the latest episode of Beckonomics, Victor and Hunter delve into the current market landscape, exploring the volatility and dynamics shaping financial markets in 2024. The discussion begins with an analysis of market performance, noting the S&P and NASDAQ's correction territory and the interesting trend of equal-weight indices showing resilience.The episode provides a comprehensive breakdown of current tariff policies, focusing on the United States' approach to trade with China, Mexico, and Canada. Victor and Hunter examine the potential long-term benefits of using tariffs as a negotiation tool to create more balanced global trade relationships.A key highlight is the examination of credit markets, which remain surprisingly stable despite equity market fluctuations. The podcast also explores the ongoing developments in the AI and tech sectors, particularly Nvidia's continued investment and technological advancements.The discussion offers insights into market valuations, earnings expectations, and the cautious approach of institutional investors. Victor and Hunter emphasize the importance of long-term investing strategies, suggesting that current market volatility presents buying opportunities for discerning investors.Listeners will gain a nuanced understanding of the current economic landscape, market trends, and potential investment strategies in an increasingly complex global economic environment.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

17. EP51: Fewer Workers, More Robots—Is This the Future?17.03.2025 (00:22:00)

    In the latest episode of Beckonomics, Victor and Hunter delve into the critical economic implications of the United States' shrinking population. The discussion explores the multifaceted challenges posed by declining birth rates, an aging workforce, and potential immigration shifts. Victor and Hunter analyze how a smaller population could impact GDP growth, highlighting key concerns such as the strain on Social Security and the changing demographic landscape. The episode offers innovative solutions to counteract these economic pressures, focusing on four primary strategies: investing in senior-related market activities, leveraging automation and technological advancements, maintaining high money velocity, and increasing labor force participation.Technological innovations, particularly in AI and robotics, emerge as a promising avenue for boosting productivity. The podcast examines how autonomous systems and AI can potentially allow fewer workers to produce more, effectively mitigating population-related economic challenges. Additionally, the discussion touches on historical precedents like women entering the workforce in the 70s and 80s as a model for expanding labor participation.While acknowledging the potential economic hurdles, the episode maintains an optimistic tone, emphasizing American innovation and the ability to adapt to changing demographic realities.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

18. EP50: AI, Money, and Market Moves You Need to Know10.03.2025 (00:20:13)

    In the latest episode of Beckonomics, Victor and Hunter delve deep into the 2024 earnings season, offering a comprehensive analysis of market trends and economic indicators. The discussion begins with an exploration of the S&P 500's earnings growth potential, highlighting the possibility of price appreciation despite potential valuation adjustments.The episode provides an insightful breakdown of the financial sector's performance, with major banks like JP Morgan and Goldman Sachs showing strong results. Victor and Hunter examine consumer spending trends, noting resilience in sectors like travel and home improvement, while also addressing potential geopolitical uncertainties and tariff impacts.A significant portion of the podcast focuses on the technology sector, particularly the AI landscape. The conversation centers on Nvidia's crucial role in the tech ecosystem, discussing the evolution of AI from large language models to more sophisticated reasoning models. Victor and Hunter explore the implications of increased computing power and its potential to drive innovation across various industries.Listeners will gain valuable insights into the current economic climate, from financial sector dynamics to cutting-edge technological developments. The episode offers a nuanced perspective on market trends, AI investments, and the broader economic outlook for 2025, making it a must-listen for anyone interested in understanding the current economic landscape.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

19. EP49: How Hedge Funds Really Make Their Money04.03.2025 (00:25:08)

    In the latest episode of Beckonomics, Victor and Hunter delve into the complex world of hedge funds, demystifying an investment vehicle often shrouded in mystery. They explore the multifaceted nature of hedge funds, ranging from long-short equity strategies to global macro approaches, and highlight their popularity among high-net-worth individuals and institutional investors.The episode critically examines the hedge fund industry's fee structure, particularly the controversial "pass-through" fees that can dramatically reduce investor returns. Using a striking example, they reveal how a fund with a 15% gross return can ultimately deliver less than 3% to investors after various expenses.Listeners gain insights into the historical evolution of hedge funds, from their original hedging strategies to today's diverse and complex investment approaches. The conversation candidly addresses the industry's challenges, including limited transparency, high fees, and inconsistent performance across different fund managers.By breaking down the intricacies of hedge fund strategies, leverage, and investment philosophies, Victor and Hunter provide a comprehensive overview that demystifies this often misunderstood segment of the financial world. It offers valuable perspective for investors curious about alternative investment strategies and the inner workings of hedge funds.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

20. EP48: What’s Really Going On With Mortgage Rates and Why Are They So High?24.02.2025 (00:30:12)

    In the latest episode of Beckonomics, Victor and Hunter dive deep into the complex dynamics behind the persistently high mortgage rates that have been stifling the housing market in recent years. They explore how mortgage rates are determined, with the 10-year Treasury yield serving as a key benchmark, along with the wider-than-normal spreads that lenders are charging.The episode delves into the role of the Federal Reserve, examining how its rate hike cycle and slower-than-expected cutting cycle have impacted longer-term interest rates, ultimately keeping mortgage rates elevated. Victor and Hunter also highlight the influence of the mortgage-backed securities market, where the lack of demand from investors and the Fed's offloading of these securities have contributed to the higher rates.Listeners will gain insights into the impact of bank regulations and lending standards, which have incentivized more conservative lending practices, further driving up mortgage rates. The episode also covers strategies consumers can employ to improve their chances of securing lower rates, such as improving credit scores, making larger down payments, and exploring alternative financing options like adjustable-rate mortgages.Finally, the discussion touches on the potential benefits of renting or exploring rent-to-own arrangements, as well as the expected trajectory of mortgage rates in the coming year, providing valuable guidance for those navigating the complex housing market.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

21. EP47: Why DeepSeek AI is Causing a Tech Stir17.02.2025 (00:23:35)

    In the latest episode of Beckonomics, Victor and Hunter discuss the emergence of DeepSeek AI, a new AI chatbot from a small Chinese company that has caused a stir in the tech industry. They delve into the capabilities of DeepSeek AI, which is claimed to be trained at a fraction of the cost of major AI models like ChatGPT, and explore the potential implications for investors and the broader AI market.Victor and Hunter examine the open-source nature of DeepSeek AI, which sets it apart from the closed-source models of tech giants. They analyze the legitimacy of DeepSeek AI's training methods, raising concerns about potential copyright infringement. They also discuss the regulatory and legal challenges that may arise from the international nature of the company.Furthermore, Victor and Hunter consider the impact of DeepSeek AI on the AI value chain, including the semiconductor and data center industries. They explore the potential for the commoditization of large language models and the strategies companies may adopt to protect their intellectual property.The episode concludes with a forward-looking perspective, highlighting the ongoing evolution of the AI industry and the need for companies to adapt their strategies to the changing landscape.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

22. EP46: The Real Cost of Tariffs and How It Could Hit Your Wallet10.02.2025 (00:21:06)

    In the latest episode of Beckonomics, Victor and Hunter delve into the complex and rapidly evolving landscape of tariffs and their impact on global markets. The discussion begins by examining the anticipated implementation of tariffs, noting the significant implications for the United States' two largest trade partners, Mexico and Canada.They explore the nuances of these tariff negotiations, highlighting that they are primarily driven by border security concerns rather than pure trade fairness. They analyze the potential benefits of improved trade relations with China, emphasizing the need to reduce geopolitical risks. The economic consequences of tariffs are thoroughly examined, with a focus on the inflationary pressures and the compounding effects on cross-border transactions, particularly in the automotive industry. Victor and Hunter also discuss the Trump administration's negotiating tactics and the potential for increased domestic manufacturing in the U.S.Looking ahead, the podcast addresses the likelihood of tariff expansions to other regions, and provides guidance for investors on navigating the volatility. They emphasize the importance of patient, long-term investment strategies and the need to carefully analyze the specific impacts on different sectors and industries.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

23. EP45: Are Industrials & Materials Still Worth Investing In?03.02.2025 (00:22:21)

    In the latest episode of Beckonomics, Victor and Hunter take an in-depth look at the industrials and materials sectors, analyzing their performance and future outlook. They cover the interconnected nature of these sectors, noting their reliance on the broader economic conditions. Victor and Hunter examine the increasing complexity and cost of heavy machinery, highlighting how technological advancements are revolutionizing industries like mining and agriculture. They explore the dynamics within the aerospace and defense sector, emphasizing its non-cyclical nature and the impact of geopolitical tensions on defense spending.Global economic factors are a key focus, with the podcast delving into the challenges faced by the base metals industry due to China's economic weakness. The discussion also touches on the regionalization of certain materials, such as rock aggregates, and how local economic booms can benefit specific producers.The airline industry's performance post-COVID is analyzed, noting the sector's ability to find a balance in flight allocation and the cost savings from lower oil prices. Additionally, they examine the reshoring of supply chains to the United States and the potential implications for industrial production and material spending.Throughout the episode, Victor and Hunter provide insights into the ongoing technological transformation of these traditional industries, underscoring the need to closely monitor these evolving trends.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

24. EP44: The Market Risks Nobody’s Talking About27.01.2025 (00:20:42)

    In the latest episode of Beckonomics, Victor and Hunter dive deep into the potential risks facing the markets through 2025. The discussion covers a range of topics, from high market valuations and tight credit spreads to the Federal Reserve's interest rate decisions and the growing US fiscal deficit. They highlights how the Fed's focus on taming inflation could lead to higher rates for longer, which could negatively impact small and medium-sized businesses reliant on cheaper debt financing. Additionally, the strong US dollar is seen as a headwind for exporting companies.Geopolitical tensions and individual investor optimism are also examined as potential risks. High levels of investor optimism are historically correlated with lower subsequent market returns, as most investors are already fully positioned.While Victor and Hunter don't view these risks as immediate threats, they emphasize the importance of monitoring them closely. The discussion provides valuable insights for investors seeking to navigate the complex market landscape and make informed decisions about their portfolios.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

25. EP43: What Are the Risks and Rewards of Healthcare Investing?20.01.2025 (00:21:15)

    In the latest episode of Beckonomics, Victor and Hunter discuss how the healthcare sector is shaping up as an interesting area for investors in 2025, with some promising trends and opportunities despite lackluster overall returns in recent years. They covers several key segments within healthcare that are expected to benefit from major demographic shifts, particularly the growing population of Americans aged 65 and older. Hospitals, medical devices, and senior housing developments are highlighted as areas of focus, as the aging baby boomer generation drives increased demand for healthcare services and procedures. The potential of AI and new drug treatments like GLP-1 weight loss medications are also explored. While the healthcare sector as a whole trades at a discount to the broader market, selectivity is crucial, as performance has been highly dispersed across individual companies and sub-industries. The analysts caution against certain areas like health insurers and big pharma due to political risks and uncertain outlooks.Overall, the healthcare sector is viewed as an attractive investment opportunity in 2025, with several compelling long-term trends supporting growth, though navigating the complexities will require careful analysis of the underlying fundamentals.Opinions expressed are the general views of Beck Capital Management LLC.  The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice.  Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.