Episodes

  • Deficit Nation
    Jun 5 2025

    On this episode, Charlie and Peter examine how the bill recently passed by the House

    could further impact the national deficit and why addressing spending patterns is crucial

    for long-term fiscal health.

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    27 mins
  • The End of an Era
    May 22 2025

    With Warren Buffet announcing he’ll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we’ve seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

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    29 mins
  • How to Invest During a Recession
    May 7 2025

    With much debate still surrounding whether we’re heading into a recession, Charlie and Peter give their thoughts and share five tips for investing in the face of an economic downturn. Plus, is the international stock surge a signal or just noise?

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    28 mins
  • What Matters in the Long Run
    Apr 23 2025

    Tariffs may grab headlines, but what’s the real story for investors? In this episode, Charlie and Peter cut through the noise to dive into the ripple effects of trade tensions on the markets — what investors should watch in both the short and long run. Plus, they discuss the recent slide in the U.S. dollar index and what it could mean for your portfolio.

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    34 mins
  • How to Invest During a Bear Market
    Apr 11 2025

    Amid this week's tariff-induced market volatility, Peter and Charlie share their bear market playbook for long-term investors, addressing market timing, tax-loss harvesting and rebalancing opportunities.

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    33 mins
  • The Tariff Tantrum and 3 Possible Outcomes
    Apr 4 2025

    As markets respond to the administration’s sweeping tariff announcements, Peter and Charlie break down the details. Their discussion covers the basics of how tariffs work, the realities of implementing widespread tariffs, whether tariffs can effectively bring jobs back to the U.S., and potential economic outcomes.

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    40 mins
  • A Checklist for Corrections
    Mar 27 2025

    As we endure the 30th market pullback of more than 5% since the March 2009 low, Charlie and Peter take this opportunity to discuss the ins and outs of market corrections and provide you with a checklist of five things to think about each time the market experiences a correction.

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    32 mins
  • The Price of Admission
    Mar 10 2025

    On this episode, Charlie and Peter discuss one of the most important fundamentals of investing and the one constant for investors: risk. Without it, there can be no reward. Plus, they explain how corrections are completely normal and how you can go from being a good investor to a great investor by seizing opportunities during times of volatility.

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    26 mins
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