This week on The Capitalist Investor, Tony and Derek ask a big question: Can Gen X really retire? From inflation and rising healthcare costs to underfunded savings and Social Security uncertainty, they break down the biggest threats to the 45–60-year-old crowd’s financial future.

They also dive into how pop culture has influenced Gen X's spending habits, the impact of Trump headlines on the market, and a few favorite things from their week. As always, it's real talk, practical insight, and a few hot takes you won’t want to miss.

📩 Got a question or a topic idea? Email us at info@SWPConnect.com

#GenX #Retirement #Investing #SocialSecurity #CapitalistInvestor #FinancialPlanning

On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement.

They also share real-world case studies, client stories, and practical strategies to help you avoid these traps. Whether you’re just starting out or closing in on retirement, this episode will help you rethink your financial strategy with clarity and confidence.

📩 Got questions? Reach out at info@SWPconnect.com

This week on The Capitalist Investor, we dive into how Warren Buffett’s timeless investing principles apply in today's AI-driven market. Joined by special guest Dave Abboud, we break down why Buffett’s long-term strategies still matter—and how investors can use AI tools to think like the Oracle of Omaha.

We cover:

• Buffett’s biggest bets (Coca-Cola, Apple) and what made them genius
• How to cut through the noise in today’s tech-fueled markets
• The role of AI in identifying future winners (and why it’s just a tool)
• Lessons from Charlie Munger’s “Too Hard” pile
• Why discipline always beats hype in investing

Buffett may have underperformed in flashy bull markets—but his long game wins. Tune in to hear how you can apply these insights to build smarter portfolios in 2025 and beyond.

👉 Got questions or feedback? Reach out at info@swpconnect.com.

This week on The Capitalist Investor, Tony and Derek break down what’s really driving the latest wave of retail investor behavior. From the return of meme stocks like GameStop and AMC to the AI-fueled obsession with Nvidia, they unpack why FOMO is creeping back into the markets—and why that’s a red flag.

They cover:

• 🚨 Why meme stocks aren’t coming back like 2021
• 💸 The danger of piling into overvalued AI stocks
• 📊 Retail investors vs. institutional strategy
• 📉 Signs we may be nearing a market top again
• 💡 Smarter strategies: Dollar cost averaging, 80/20 risk planning, and staying the course

Plus, they throw in a bonus U.S. Open golf preview, including picks for Bryson, Scottie, and a bold Rory take.

🎯 Whether you’re a seasoned investor or just getting started, this episode will help you separate hype from smart investing—and avoid getting burned by retail mistakes.

Have questions or a topic idea? Email the show at info@swpconnect.com

#Investing #RetailInvestor #MemeStocks #AIFOMO #StockMarket #FinancialPlanning #TheCapitalistInvestor

Inflation Isn’t Going Anywhere — Now What? | 5 Key Takeaways for Investors

This week on The Capitalist Investor, Tony and Derek dig into one of the most stubborn challenges in today’s economy: inflation. From what’s fueling it to how investors can respond, they unpack practical strategies for protecting and growing your wealth in today’s high-cost environment.

Here’s what you’ll learn in this episode:

• Why inflation remains sticky and why the “new normal” might be here to stay.
• How the Fed’s interest rate decisions continue to impact housing, lending, and investor behavior.
• Which sectors perform best during inflation, including gold, energy, and dividend stocks.
• If real estate is still a safe hedge, or if a market correction could be coming.
• Why emotional investing is dangerous, and how to build a steady, long-term plan.

Whether you're navigating your personal portfolio or managing wealth for others, this episode offers insights to help you stay grounded—and strategic—amid the noise.

📩 Have a question or a topic you'd like us to cover? Reach out at info@SWPconnect.com

#Investing #Inflation #InterestRates #RealEstate #FinancialPlanning #StockMarket

In this episode of The Capitalist Investor, Tony and Derek dive deep into President Trump's proposed "one big beautiful bill"—a sweeping act aimed at making the 2017 tax cuts permanent. The hosts break down the key points of the bill, highlighting the benefits, such as extending lower tax rates, eliminating taxes on tips and Social Security (for specific income brackets), and promoting economic growth through investment and job creation. They also don't shy away from discussing the most significant controversies, including the projected impact on the federal deficit and the heated debate over state and local tax (SALT) deductions. Plus, Tony and Derek share their candid thoughts on how these changes could affect the everyday American, the stock market, and America's global competitiveness. It's a passionate, unfiltered discussion on taxes, fiscal responsibility, and what it all means for your wallet and the country's future. Don't forget to leave your questions and comments—and subscribe for more straightforward takes on investing economics and policy!

Join Tony and Derek on this episode of the Capitalist Investor as they dive into the world of automation and AI, exploring whether technology is really stealing jobs or unlocking new opportunities for workers everywhere. They break down which jobs are most at risk, which ones are likely safe, and how AI could even create entirely new roles that haven't existed before. The conversation spans everything from blue-collar construction sites to white-collar fields like tax prep and engineering, plus the wild card of how an aging workforce fits into the future of work.

Whether you're worried about robots replacing your career or curious about how to invest in the AI revolution, this episode sheds light on the practical impacts of automation and what we all might expect in the decade ahead. Don't miss this thought-provoking discussion about reskilling, shifting job markets, and the investment opportunities in the AI boom!

This week on The Capitalist Investor, Derek and Dave Abate break down how today’s hyperconnected world is reshaping the way we invest. From the rise of FOMO (Fear of Missing Out) and the viral spread of market rumors to the explosive growth of meme coins and NFTs, they explore the emotional traps that can derail even seasoned investors. Learn how instant-access trading apps, social media, and influencer hype have made the market more reactive than ever—and what you can do to stay grounded. They also share real-world strategies on taking emotion out of investing, including setting clear plans, diversifying, and using a “sandbox” portfolio for speculative plays.

If the market noise has you second-guessing every move, this episode will help you refocus and invest with confidence.