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The Investor Professor Podcast

The Investor Professor Podcast

De: L&L Podcast Group
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The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.Copyright L&L Podcast Group Economía Finanzas Personales
Episodios
  • Ep. 178 - Cautiously Optimistic

    Ep. 178 - Cautiously Optimistic
    Dec 18 2025
    In this episode, we break down the year-to-date performance across the major indexes, unpack why investor sentiment has turned cautious, and dig into the big question hanging over 2026: is the AI trade a bubble, or a healthy (and necessary) buildout with some overdue pullbacks? Along the way, they discuss what’s fueling anxiety—from CEO tone and “arrogance vs. confidence,” to the market’s growing demand for real ROI on the massive AI capex cycle and the timeline for data centers coming online.

    The conversation widens into the real economy and the road ahead: consumer spending vs. rising financial strain, a softening labor market, rate cuts, and what changing hiring patterns mean—especially for younger workers entering a world where AI is already replacing entry-level reps. We also share how we are thinking about opportunity in 2026 (including overlooked “boring” sectors, dividends, and cyclical setups), while the two debate market-structure shifts such as potential 24-hour trading and the risks of turning investing into a bigger casino. They close with an end-of-year recap, personal wins and goals, and a steady reminder for long-term investors: build a disciplined plan, understand how companies actually make money, and don’t confuse activity for achievement.

    *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
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    34 m
  • Ep. 177 - Trillion Dollar Man

    Ep. 177 - Trillion Dollar Man
    Nov 10 2025
    Markets took one on the chin this week, so Ryan and Cameron zoom out to where we really are—and what to do next. We unpack the government shutdown overhang, corporate earnings as the season wraps, and why “sideways into year-end” might be a gift for disciplined investors. We also break down Elon Musk’s headline-grabbing $1T Tesla pay package—what milestones it actually requires—and how sentiment, AI infrastructure spending, and sector rotation are shaping risk right now.

    From trimming winners and redeploying into overlooked defensive stocks to maintaining dry powder and using limit orders, we share practical, real-world strategies for navigating the next few months without going “all in” or “all out.” Plus: Cameron checks in from Kellogg—juggling grad school, airports, and opportunity cost—to put today’s headlines in context.

    *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
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    38 m
  • Ep. 176 - Rare Earth

    Ep. 176 - Rare Earth
    Oct 20 2025
    In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.

    Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China’s 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don’t mistake activity for achievement—get your mind right, and let’s get to work.

    *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
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    21 m
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Ryan and his podcast does a great job of breaking down complex ideas into simple steps. Big fan and long time listener!

Best personal finance podcast - hands down!

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