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Beckonomics Podcast

Beckonomics Podcast

De: Beck Capital Management
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Welcome to "Beckonomics," a podcast where finance gets personal. Hosted by Hunter and Victor Beck, two sharp minds from Beck Capital Management, this series demystifies the complex world of finance through insightful analysis and relatable advice.

Hunter Beck, a CFA® Program Level III candidate with a robust background in equity research and financial operations, brings his expertise in making strategic financial decisions that power growth. His experiences ranging from preparing financials for an IPO at Rackspace Inc. to advising business leadership at J.P. Morgan, equips him to offer a comprehensive outlook on both the equity and fixed-income markets.

Victor Beck, a CFA® charterholder and a Rice MBA alumnus, specializes in uncovering investment opportunities that yield outsized returns. His academic and professional journey through equity analysis and real estate finance, combined with his tenure advising high-net-worth individuals at J.P. Morgan provide him with a unique perspective on both investment analytics and personal wealth management.

Together, the Beck brothers explore topics from everyday financial decisions to sophisticated investment strategies. They leverage their extensive experience and academic backgrounds in economics, management science, and finance to offer listeners practical advice, whether they're navigating market volatility or planning for retirement.

Join Hunter and Victor every week on "Beckonomics" for conversations that are not only rich in content but grounded in real-world application, helping you to make informed financial decisions with confidence.

© 2025 Beckonomics Podcast
Economía Finanzas Personales
Episodios
  • EP59: We Went Through the Earnings Report So You Don’t Have To
    May 13 2025

    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.

    Más Menos
    30 m
  • EP58: This Is What Good Financial Advisors Actually Do
    May 5 2025

    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.

    Más Menos
    30 m
  • EP57: What Happens to Your Money When Markets Panic?
    Apr 28 2025

    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.

    Más Menos
    26 m
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