Smart Investing with Brent & Chase Wilsey
Brent and Chase bring their financial experience live to the listeners and answer questions about individual companies, the economy, and other financial matters. The investing team brings an “Unbiased, No Strings Attached, Fundamental Opinion” to all their listeners. They demonstrate long-term investment strategies to help you find good value investments and to show you exactly how they invest their money.
- Update frequency
- every 6 days
- Average duration
- 66 minutes
- Episodes
- 310
- Years Active
- 2019 - 2025
November 27, 2024 | Educational show where Brent and Chase Wilsey discuss fundamental analysis and how they use it to manage their $700M portfolio
November 23, 2024 | SEC Changes, CEO of MicroStrategy, Housing Market, IRA Income Limits, Comcast Corporation (CMCSA), Delta Air Lines, Inc. (DAL) & Alphabet Inc. (GOOG)
Changes in the SEC under Trump that you should know
There will be many changes under Trump, but for investors the SEC, which is also known as the Securities and Exchange Commission could be a big one…
November 16th, 2024 | Consumer Spending, Tariffs, Inflation, Work Income vs Retirement Income, Honeywell International Inc. (HON), Dominos Pizza, Inc. (DPZ) & Bristol-Myers Squibb Company (BMY)
November 9th, 2024 | Dow Jones (DOW), Election, Retirement, Taxable Social Security, First Solar, Inc. (FSLR), Five Below, Inc. (FIVE) & Sherwin-Williams Company (SHW)
November 2nd, 2024 | Presidential Elections, Job Openings, Job Report, The GDP, Retirement Plan Allocations, Chewy, Inc. (CHWY), Genuine Parts Company (CPG) & ASML Holding (ASML)
Don’t let the presidential election be your investment indicator
Presidential elections, especially this one, make people become very emotional, but don’t let that sway you away from investing. Looki…
October 26th, 2024 | T-Bills, Tesla, Luxury Brands, Inheritance Issues with Annuities, Capri Holdings Limited (CPRI), Expedia Group, Inc. (EXPE) & Highwood Properties, Inc. (HIW)
T-bills could be your worst investment
Right off the bat you’re thinking what how could they say such a thing? Warren Buffett has hundreds of billions of dollars in T-bills! Why do we think it’s the …
October 18th, 2024 | Private Equity, Gas Prices, Money Spending, Income Tax vs Property Tax on Inherited Property, Sirius XM Holdings, Inc. (SIRI), Vistra Corp. (VST) & Etsy, Inc. (ETSY)
Where does private equity invest the money, you give them?
Private equity invests money in many different areas, but the problem that they are having is that both them and venture-capital are sitting…
October 12th, 2024 | Inflation, PPI (Producer Price Index), Gold (GLD), US Chicken Consumers, Retirement Goals, Roblox Corporation (RBLX), Tesla Inc. (TSLA) & Pinterest, Inc. (PINS)
Inflation comes in hotter than expected, is that a problem?
The Consumer Price Index (CPI) showed September headline inflation was up 2.4% compared to last year, which was a little higher than the es…
October 5th, 2024 | Jobs data, Employment report, ILA Dockworkers strike, Money Market Funds, Spousal Social Security, Costco Wholesale Corp (COST), Humana Inc. (HUM) & LyondellBasell Industries (LYB)
More jobs data points to a healthy economy
The Job Openings and Labor Turnover Survey (JOLTs) showed a surprise increase in the month of August. Openings totaled 8.04 million, which topped the estima…
September 28th, 2024 | Housing Problem, iPhone 16, ETF’s, Tax Code, Third Type of Retirement Account, Uber Technologies (UBER), Lennar Corporation (LEN) & Alibaba Group Holding Limited (BABA)
We do have a housing problem in this country, but it may not be the one you’re thinking.
The price of homes has continued to rise and it has left some people out of the housing market, but that may n…
September 20th, 2024 | Retail Sales, Fed’s Rate Cut, S&P 500, Dividends, Rate Reductions for Refinancing, Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU)
September 14th, 2024 | Derivatives, Interest Rate Cuts, Health Insurance Premiums, Home Owning Tax Benefits, Topgolf Callaway Brands (MODG), United States Steel(X), McDonald's (MCD)
September 7, 2024 | The labor market, Economy, Price Gouging, Roth Conversions, DraftKings Inc. (DKNG), Dollar General Corporation (DG) & Dell Technologies (DELL)
The labor market continues to soften
The Job Openings and Labor Turnover Survey (JOLTs) showed job openings continued to fall across the country in the month of July. It was reported that available p…
August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP)
Robo-Advisors, Inflation, Strategic Petroleum Reserve, Debt, Gold, SBUX, Tesla, Housing Prices, & Annuities
August 17, 2024 | Declining CPI, Retail sales data, separately managed funds, Umbrella Insurance, JB Hunt Transport Services (JBHT), Mobileye (MBLY) & Ulta Beauty (ULTA)
Declining CPI opens door to lower interest rates
Inflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest rea…
August 10, 2024 | Friendly Fraud, Google & Apple, US Debt, Tax Changes in 2026, Intel (INTC), Merck (MRK), Charles Schwab (SCHW)
“Friendly fraud” is costing businesses $100 billion a year
I was surprised to learn of a new term called friendly fraud. This is when a customer disputes a legitimate charge they made on their credit…
August 3, 2024 | Employment Numbers, Venu Sports, Microsoft vs. Open AI, SoFi Technologies (SOFI), UPS (UPS) & DexCom (DXCM)
Did the markets overreact to employment numbers?
Markets headed largely lower Friday morning after nonfarm payrolls grew by just 114,000 in the month of July. This was well below the estimate of 185,…
July 27, 2024 | Q2 GDP, June PCE, WBD vs NBA Legal Battle & IRS and Inherited IRAs
Q2 GDP not as strong as the headline numbers show
While Real Q2 GDP increased at a 2.8% annualized pace and easily topped the estimate of 2.1%, there were some likely one time impacts that lifted the…
Jul 20, 2024 | Retail Sales, Oil Demand, Japan's Pension Fund and Spousal Social Security
Retail sales beats expectations but shows consumer is still softening.
June retail sales came in flat compared to the previous month, this topped the expectation for a 0.4% decline. Compared to last …