Despre acest podcast
We will share insights into current market movements, tips for achieving financial freedom, and answer common questions about the financial world.
Episoade
Cele mai noi 20 din 77 episoade
- Property Taxes on the Ballot, Visa and Mastercard Under Pressure, and a Bubble on Watch · 46 minProperty tax bills keep climbing, a bill in Congress promises lower card fees while card companies warn that rewards could shrink, and everyone seems to be waiting for the AI…
- A Call From Inside the House, the Fall of FICO, and a Retirement Plan AI Couldn't Finish · 47 minHomes cost about five times the typical household income, the average car payment has climbed by about a third in five years, and letters from the Treasury keep arriving with…
- Mailbag: Is AI Truly Being Adopted or Just Distributed? · 19 minIn the race of technology, is AI truly the fastest adopted innovation in history, or is it just a case of mass distribution? If you’ve been questioning the impact of AI on the…
- The Best 7 Months of the Election Cycle, Apple's Push Into Your Home, and the Fall of AT&T · 46 minElection ads everywhere, a new Apple product every few months, and maybe a stock in your portfolio that has done so well you're afraid to touch it. It's hard to tell which…
- A Shrinking Social Security Fund, a Rent vs. Buy Showdown, and 50 Years of Tax-Free Growth · 54 minMortgage rates near 7%, a Social Security fund that has started shrinking, and a new account for kids that most parents still haven't heard of. It's a lot to keep straight, and…
- Main Street Millionaires, Private Equity Vet Bills, and the Wealth Tax That Can't Fix the Deficit · 45 min · Sezonul 2When people talk about wealth in America, the conversation usually splits into two groups: the billionaires and everybody else. A new book from economists Owen Zidar and Eric…
- Is the AI Bubble Just Getting Started? · 54 min · Sezonul 2 Episodul 71Everyone seems to agree AI is a bubble that's about to burst. But what if everybody's wrong? This week starts with a contrarian column arguing that roughly $1 trillion in AI…
- Billionaires Dodging a Wealth Tax, New England's Housing Rally, and Mortgage Rates Jumping Two Full Points · 54 min · Sezonul 2 Episodul 70This week opens with a genuinely funny mishap — one host asked Gemini to research video ideas and got rickrolled by the AI itself, complete with a self-aware "busted" when called…
- A Peacock Who Can't Fly, Tucker Carlson's Boat, and Dan Wilson's Road to CoFi · 52 min · Sezonul 2This week Wheeler and Colin sit down with Dan Wilson, CoFi Advisors' newest financial planning associate and a CFP® candidate, to get his full story — after months of him quietly…
- The SaaSpocalypse That Wasn't, a Strait of Hormuz Workaround, and the Architecture of Your Own Spending · 48 minWheeler's Whoop sent him a pop-up after his first Rolfing session, checking in on how his body was feeling — which kicked off a bigger question the hosts have been circling for a…
- Who Really Owns the Debt, the Worst Trade of the Last Five Years, and Mark Cuban's Equity Tax Idea · 47 minWheeler opens this week's headline discussion after a conversation with his partner Jess, who came away from an NPR Up First segment thinking that countries lending the U.S…
- Moderna's Best Day Ever, Nvidia's Plan to Securitize Compute, and Dark Fiber All Over Again · 41 min · Sezonul 2 Episodul 29Moderna jumped roughly 130–137% in a single day this week on a major mRNA cancer breakthrough: a personalized cancer shot, built using AI to sequence a patient's own tumor…
- Record Highs, a Blown-Up Hedge Fund, and an AI That Talked Its Way Past Its Own Sandbox · 46 minThe market keeps notching new record highs, and this one opens with the case for why: the S&P 500 is up roughly 13% year to date, 63% of the index has now reported Q2 earnings…
- The Market as AI: What a Listener Question Changed About How We Think · 45 min · Sezonul 2 Episodul 21A listener noticed something: when Wheeler and Colin talk about the market, they talk about it like it's alive. Like it knows things. Like it's learning. So this episode starts…
- Is Going Viral Bad for Business? (with Maddie Tudor) · 38 minMaddie Tudor has been part of our marketing team at CoFi Advisors for going on four years, and this week she sits down with Wheeler and Colin to make an argument she can't always…
- The Future Probably Isn't What You Think It Is · 49 min · Sezonul 2 Episodul 27A book about how people picture the future kicks off this one: close your eyes and imagine what's ahead, and it turns out most people picture something quiet and grounded, not…
- What Does 60 Years of Compounding Actually Look Like? · 46 min · Sezonul 2 Episodul 27Debit card users are quietly funding everyone else's credit card rewards. Wheeler and Colin trace the three ways credit card companies actually make money, interchange fees, net…
- Is Free Money Ever Really Free? · 55 min · Sezonul 2 Episodul 26The personal savings rate sits at 2.6%, and Wheeler and Colin argue it tells you almost nothing. Someone making $100,000 who saves $10,000 is saving at 10%. Someone making…
- June 2026 Monthly Recap: Are Markets More Important Than The Economy? · 53 min · Sezonul 2 Episodul 25June brought rotation, not direction. The Nasdaq finished down almost 3%, the S&P was flat, the Dow was up, and small caps led with the Russell 2000 up 3.6%. Taiwan's index is up…
- Hyperscalers, Housing Bills, and the GLP-1 Moment · 50 min · Sezonul 2 Episodul 24Colin came in from fishing. Wheeler was trying to buy Olivia Rodrigo tickets mid-recording. They still got through a packed week. The Road to Housing Act passed with bipartisan…
