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Beck Capital Management LLC
United States
Приєднався 21 вер 2016
The Beck Capital Management podcast is a valuable resource for investors navigating the complexities of financial markets. As an SEC-registered firm, Beck Capital specializes in custom-designed, actively managed portfolios that help clients build and protect their wealth. The podcast provides expert insights into market trends, economic analysis, and investment strategies for individual and institutional investors.
Covering topics like portfolio diversification, risk management, private market investing, and sector-specific opportunities, it simplifies complex financial concepts. The team offers actionable guidance to help listeners make informed decisions and adapt to evolving market conditions.
By subscribing to the podcast, you gain access to educational content designed to enhance your investment knowledge. Whether you’re just starting or have years of experience, this podcast equips you with tools and insights to make smarter financial decisions and secure your future.
Covering topics like portfolio diversification, risk management, private market investing, and sector-specific opportunities, it simplifies complex financial concepts. The team offers actionable guidance to help listeners make informed decisions and adapt to evolving market conditions.
By subscribing to the podcast, you gain access to educational content designed to enhance your investment knowledge. Whether you’re just starting or have years of experience, this podcast equips you with tools and insights to make smarter financial decisions and secure your future.
Are Industrials & Materials Still Worth Investing In?
In the latest episode of Beckonomics, Victor and Hunter take an in-depth look at the industrials and materials sectors, analyzing their performance and future outlook. They cover the interconnected nature of these sectors, noting their reliance on the broader economic conditions.
Victor and Hunter examine the increasing complexity and cost of heavy machinery, highlighting how technological advancements are revolutionizing industries like mining and agriculture. They explore the dynamics within the aerospace and defense sector, emphasizing its non-cyclical nature and the impact of geopolitical tensions on defense spending.
Global economic factors are a key focus, with the podcast delving into the challenges faced by the base metals industry due to China's economic weakness. The discussion also touches on the regionalization of certain materials, such as rock aggregates, and how local economic booms can benefit specific producers.
The airline industry's performance post-COVID is analyzed, noting the sector's ability to find a balance in flight allocation and the cost savings from lower oil prices. Additionally, they examine the reshoring of supply chains to the United States and the potential implications for industrial production and material spending.
Throughout the episode, Victor and Hunter provide insights into the ongoing technological transformation of these traditional industries, underscoring the need to closely monitor these evolving trends.
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.
Victor and Hunter examine the increasing complexity and cost of heavy machinery, highlighting how technological advancements are revolutionizing industries like mining and agriculture. They explore the dynamics within the aerospace and defense sector, emphasizing its non-cyclical nature and the impact of geopolitical tensions on defense spending.
Global economic factors are a key focus, with the podcast delving into the challenges faced by the base metals industry due to China's economic weakness. The discussion also touches on the regionalization of certain materials, such as rock aggregates, and how local economic booms can benefit specific producers.
The airline industry's performance post-COVID is analyzed, noting the sector's ability to find a balance in flight allocation and the cost savings from lower oil prices. Additionally, they examine the reshoring of supply chains to the United States and the potential implications for industrial production and material spending.
Throughout the episode, Victor and Hunter provide insights into the ongoing technological transformation of these traditional industries, underscoring the need to closely monitor these evolving trends.
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.
Переглядів: 145
Відео
The Market Risks Nobody’s Talking About
Переглядів 169День тому
In the latest episode of Beckonomics, Victor and Hunter dive deep into the potential risks facing the markets through 2025. The discussion covers a range of topics, from high market valuations and tight credit spreads to the Federal Reserve's interest rate decisions and the growing US fiscal deficit. They highlights how the Fed's focus on taming inflation could lead to higher rates for longer, ...
What You Might Be Missing About the Healthcare Investment Boom
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What You Might Be Missing About the Healthcare Investment Boom
How to Simplify Your Spending and Actually Hit Your Financial Goals
Переглядів 1,6 тис.21 день тому
How to Simplify Your Spending and Actually Hit Your Financial Goals
Is Energy and Oil at a Turning Point in 2025?
Переглядів 112Місяць тому
Is Energy and Oil at a Turning Point in 2025?
Will the Financial Sector Boom or Bust in 2025?
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Will the Financial Sector Boom or Bust in 2025?
How Do Stock Market Valuations Really Work?
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Is There an ROI with the AI Infrastructure Ecosystems?
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Why Are Budget Brands Winning With Consumer Spending While Luxury Brands Are Struggling With Change?
Переглядів 5 тис.2 місяці тому
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Is The Blockchain More Trustworthy Than Your Bank?
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Is Now a Good Time for Office Real Estate Investing?
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Post-Election Financial Implications and Market Trends
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Uncovering the Benefits of Private Market Investing
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Uncovering the Benefits of Private Market Investing
Navigating the AI Revolution in Employment
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Navigating the AI Revolution in Employment
The Evolving Role of Cash In Your Portfolio
Переглядів 4833 місяці тому
The Evolving Role of Cash In Your Portfolio
Geopolitical Conflicts and Their Economic Implications
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Geopolitical Conflicts and Their Economic Implications
Mortgage Rates Drop - What Home Buyers Need To Know
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The Fed Finally Cut The Interest Rate: What Does This Mean?
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The Fed Finally Cut The Interest Rate: What Does This Mean?
Qualified Accounts: The Secret to Tax-Efficient Investing
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Qualified Accounts: The Secret to Tax-Efficient Investing
Investment For The Power Grid Of The Future
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Why Emotional Investors Always Lose (And How to Stop)
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Building Wealth: Personalized Financial Planning Insights
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Inflation vs. Employment: Fed's Dilemma
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Investment Strategies Exposed: Passive or Active-Which Wins?
Переглядів 2576 місяців тому
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What Happens When the Fed Cuts Rates? You Won't Believe It!
Переглядів 1196 місяців тому
What Happens When the Fed Cuts Rates? You Won't Believe It!
Debt Crisis Ahead: Can the US Federal Budget Survive?
Переглядів 1456 місяців тому
Debt Crisis Ahead: Can the US Federal Budget Survive?
The Hidden Dangers of Inflation on Your Investments And Portfolio
Переглядів 497 місяців тому
The Hidden Dangers of Inflation on Your Investments And Portfolio
Election Secrets: The Hidden Impact on Financial Markets
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Election Secrets: The Hidden Impact on Financial Markets
💎 Cognizant Technology Solutions (CTSH) 💎
Of course you don't see how tariffs help America but if you look at our history tariffs work. It's straight forward build in America and give Americans the jobs and your not gonna have a tax. Trump is the best president we've ever had in America.
In our long-form podcast discussing tariffs we talk more about the benefits as well. This clip notes the potential risks but we certainly recognize the economic benefits as well.
Profiteering in this industry is disgusting
The pilots of the two airlines mentioned were making about $25K/yr. Safety was not a priority. Tickets were cheaper than major airlines, but not cheap, per se. Where’d the money go? Ask that sort of question before allowing deregulation. The hyper-capitalist loves to make deregulation the issue rather than good management practice. The major corporations all have moral hazard as the cornerstone of corporate governance.
We wouldn't entirely disagree, but rather than barely being able to scrape by, a combined entity might be able to increase safety and crew wages, while continuing to provide a low-cost option. Especially in the airline industry, we'd argue that companies are incentivized to maintain safety standards. If a company has a major accident (look at the Boeing door panel fiasco), then it will be appropriately punished by the market.
Not worth holding? What about for options
Has a company called "A A Recovery Solutions" harassed or threatened you about a debt you knew you didn't owe? Respond to this comment, I want to hear your story! We are putting together an effort to stop this company permanently!
Are you guys twins?
Brothers! A couple of years apart
Great content
Sadly these guys are misunderstanding power of AI…😅
How so?
SCAM!!! 👎👎👎👎
What do you mean by that?
I love currencies that are a pain in the ass to use, broadcast all my transactions publicly, are accepted almost nowhere, and experience constant episodes of extreme inflation and deflation. So much better than the US Dollar or Euro. Who would want a stable, widely accepted, easy to use currency backed by reputable institutions?
We don't disagree in the merits of fiat currency. Just trying to highlight some of the benefits crypto may bring to financial markets. The user interface hasn't developed to be as user-friendly as current banking apps, but it is headed in that direction. Crypto is more a supplement than a replacement for current fiat currencies.
That's why QNT is essential for the legacy financial system requires security & privacy through the over ledger technology to use utility cryptocurrencies ie XRP etc
crypto info was good
Thank you!
Saludos y benciones.
You don't even have gray hair yet, but you have a grasp of basic economics! 😃 You have restored some of my nearly dead hope for future generations.
The rate doesn't mean much because there are plenty of ways to avoid paying it.
Regulations are designed to keep government employees busy and are a hidden tax on Americans.
Keep up the good work. Looking at starting to raise some capital soon.
They are not a burden to corporate America. They are a burden to the small companies. The smaller the company, the larger the burden.
Explain how??
❤❤❤❤
My Dad said " kid if youcan't ultimately pay cash for it,you can't afford it." He's been right.
Shut up
The number of obituaries written for the 60/40 are legion. Add this one to the stack.
Is Zillow smoking 🚬 chronic?
Russia has a deal with China. Even wheat...oil. dropping the world trade with North America. All the Sanctions on russia means nothing
There's already a few companies trying to go public for the development of uranium processing from extraction to end products throughout the world now. The market share of any dominant source of uranium right now will drop in the next two decades, since, both old mining sites and newer ones will bump up production. The same will happen with rare metals.
I think it’s good if people are afraid, after all it’s not exactly a good thing that they exist and we should try and work away from it
Crazy talk. You need to get educated a lot if that's your point of view. Where is energy going to come from without nuclear? Solar and wind doesn't work. Hydro is only available in select locations.
Know what you own Peter Lynch
A lot of printed money out of nothing is thrown at the fake "market".
Free is seldom Free
I am still not convinced that there are 2 people in this interview. There is no proof unless you are both in frame..... Bro is just good at switching suits
Both parties have supported replacement of stockpiles and spending at home, but less willingness from Republicans to assist Ukraine. The 6 month hiatus in delivery while waiting for Republicans approval has cost huge manpower and land losses and civilian losses.
The market will correct. This is inevitable. But when exactly is tough to say. I'll say around August.
these guys are idiots
Very interesting topic
“Please keep buying while I make my exit”
Always be buying son.
@@alohastateofmind3565 I am buying, just not overbought paper financial instruments.
Summary: You provide exit liquidity for institutions.
Look at these goofies, aren't they cute trying to tell us to throw good money after bad money? Just the opposite advice Warren Buffet would give you... "The worst thing you could do is wait on that 10% pullback", oh man..
We're providing commentary on statistics we found pretty fascinating. Truth is, over the long term, an investor has been better off investing at ATHs rather than after a 10% pullback. Sounds counterintuitive, but that's what the data show. The S&P 500 has averaged a 12.7% return in the 12-month periods following an all-time high. Had you sold out (or not invested) at the fresh ATH in January you would have missed a 14%+ return.
That's untrue. What if you invested at ATH in the qqq's or the sp500 in 2007 or 2006 or 1998 or 1999 or 1997 or 2015 or 2018, you would have been at a loss for a long time and would have had no promise of ever getting a profit from the investment
Goofy
lol nah, fomo is the way to invest....ath's happen every day its not like you should be looking at a longer period of time than a move from one day to the next....why would we wait for blood to be on the streets with a 25% pullback like the greatest investor of all time....invest like an ape, dont just fomo the top, fomo every 10% dip as well and you'll never lose your savings when you might need them most!!!! XD (sarcasm).... in this very video they contradict themself, at the start its about throwing it all in at ath's then past the 9 min mark they say no wait maybe buy stuff thats down and hold off on stuff thats too overpriced...which is it??? lol do I act like a fomoer or do i invest intelligently
Why do institutional investors have those 6 T USD on the sidelines, if investing at all-time-highs is the better approach?
Many institutions are satisfied taking ~5% in Money Markets right now, but they are also heavily invested in equity markets. We're simply citing the statistics we found fairly fascinating and somewhat counterintuitive. Selling out (or not investing) at the first 2024 ATH in January meant missing a 14%+ return on the S&P 500.
Rebalancing means to top up areas out of favour....
That diagram is show 40 degrees, not 40 per cent.
That's funny
Harry, not Henry.
nicely done; basic broad information on AI applications in simple language. Thank you.