15 Minutes of Finance Podcast Por James Walters CIMA® CRPC® & Brandon West CPA arte de portada

15 Minutes of Finance

15 Minutes of Finance

De: James Walters CIMA® CRPC® & Brandon West CPA
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15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee!James Walters, CIMA®, CRPC® & Brandon West, CPA Economía Finanzas Personales
Episodios
  • 2026 Market Outlook: Santa Rally, AI Bubble, Buffett’s Cash & Stocks to Watch
    Dec 16 2025

    In this episode, Brandon and James recap the market as we head toward the end of the year and discuss overall investor sentiment going into 2026. They break down what the S&P 500 has done over the past year, explain the idea behind the Santa Claus rally, and talk about what to realistically expect from the market and the economy next year.The conversation also covers tariffs and why their impact often shows up months after the initial shock, how the threat of tariffs can be used as a negotiating tool, and what recent market behavior may be telling us.They dive into the ongoing debate around the AI bubble, Michael Burry closing his firm and betting against companies like Nvidia and Palantir, and what Warren Buffett’s large cash position at Berkshire Hathaway is actually meant for.Finally, they emphasize why boring investment plans and dollar cost averaging tend to work over time, discuss how AI is likely to integrate into nearly every business, and wrap up with three stocks James is watching for 2026: CrowdStrike, Lumen, and Nebius.

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    33 m
  • This Week in Market News: Rate Cuts, Acquisitions, and Linked In Fights.
    Dec 6 2025

    In this episode James covers the latest market and economic news, breaks down a LinkedIn discussion he had about the S&P 500, and explains why waiting is sometimes the best move for investors. He also revisits his stock pick on Warner Brothers Discovery and how Netflix is set to acquire them and what that means for investors. #investing #marketnews #15minutesoffinance #economy #S&P500All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

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    12 m
  • 5 Ways Investment Bankers Get Information Faster Than You! And How You Can Start Using Them!
    Nov 17 2025

    James Breaks down the 5 ways investment professionals get information before YOU, the retail investor, and how you can start getting information just as fast as them! That way, you can make informed decisions off the data, instead of off their headlines! 15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee! All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

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    15 m
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