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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. 186 - Liquidity Illusion
    Apr 6 2026
    After weeks of volatility, markets finally delivered a positive stretch—and that shift in sentiment may be more important than the gains themselves. This episode breaks down what a “risk-on” week really signals, from investors holding positions over a turbulent weekend to early signs of a potential market bottom. We connect the dots between macro headlines like geopolitical tension and market behavior, while also zooming in on what’s happening beneath the surface in private equity, private credit, and retail investor exposure. The conversation highlights a key question every investor should be asking right now: where is the real risk hiding?

    We also dive into the evolving investment landscape—from the growing complexity inside private markets to the massive implications of a potential SpaceX IPO and renewed IPO activity. Along the way, we explore opportunities emerging from beaten-down sectors like banks and software, the long-term impact of AI infrastructure buildouts, and why discipline, time allocation, and perspective matter just as much in life as they do in investing. Whether you’re navigating uncertainty or looking for your next edge, this episode is all about thinking clearly, spotting opportunity, and staying grounded in a noisy market.

    *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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    31 m
  • Ep. 185 - I Guess Bro...
    Mar 29 2026
    Markets are under pressure, and in this episode we break down what’s really driving the recent selloff—and what investors should do next. With stocks down for five straight weeks and major indexes firmly in the red for 2026, we walk through how the Iran conflict is creating a global oil shock, reigniting inflation concerns, and putting interest rate cuts at risk. From the Magnificent Seven getting hit hard to rising volatility across asset classes, we explain why this environment feels different—and why traditional “safe havens” aren’t behaving as expected.

    We also explore the key scenarios ahead: a short conflict that creates a buy-the-dip opportunity, versus a prolonged war that leads to continued market pressure and multiple compressions. We discuss how higher energy costs ripple through transportation, consumer goods, and even AI infrastructure, and why patience, discipline, and position sizing matter more than ever. In a market driven by uncertainty and geopolitical risk, we focus on strategy—not prediction—so you can protect your portfolio while staying ready for opportunity.

    *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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    23 m
  • Ep. 184 - Netflix & Iran
    Mar 9 2026
    Markets are starting the year under pressure, with major indexes drifting into negative territory while investors grapple with a rapid-fire news cycle. In this episode, we break down why Netflix walked away from a potential acquisition of Warner Bros. Discovery after Paramount pushed the bidding higher, and why disciplined capital allocation—knowing your number and being willing to walk away—can be one of the most important lessons in business and investing. We also examine how Paramount’s heavily leveraged deal could reshape the competitive landscape in streaming while potentially strengthening Netflix’s long-term position.

    The conversation then shifts to the Iran war and its impact on global markets, including a historic surge in oil prices and the ripple effects across sectors like energy, defense, airlines, and consumer goods. We explore how geopolitical conflicts have historically influenced markets, why investors should be cautious about chasing headline-driven trades, and how disciplined long-term strategies often outperform emotional reactions. From oil spikes to market rotations and shifting consumer spending, this episode provides a framework for navigating volatility while staying focused on long-term investment success.

    *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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    20 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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