The Long Only Podcast
With a combination of optimism, good humor and old fashioned common sense, Gerry Frigon, CIO of Taylor Frigon Capital Management, shares his perspectives and knowledge of the world of investments and free enterprise with his Director of Operations, Doug Connolly.
Episodes
96 episodes
Ep. 96: Time To Move On From Interest Rates
Sure, the rapid increase in interest rates had some negative consequences. But, setting the real estate "lock in" effect aside, the rates shouldn't impact the economy that much. We are still at historically modest rates and might ju...
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20:35
Episode 95: The Two-Income Trap
The boys discuss the governments hand in inflation and the fact that the full effect of if have been masked by many household simply having two wage earners.
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24:34
Episode 94: Don't Retire!
At least, don't retire completely. People need to work and a lot of our assumptions about retirement might need to be re-thought as longevity and productivity get extended.
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15:52
Episode 93: Return of the IPO?
Gerry breaks down the IPS market and is the economy actually good? Then Doug talks about why your family shouldn't build your coffin.
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26:00
Episode 92: Knowing Stuff Is Overrated
Gerry and Doug comment on the red hot crypto markets and then take a shot at the experts.
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36:12
Episode 91: It's Nvidia...And Everyone Else
Nvidia blows it out of the water, but is this just another example of the uneven stock market?
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25:48
Episode 90: Rapid Fire
Doug tosses some quick-hitter questions at Gerry about the economy, the stock market and cryptocurrency. He even gets him to actually make predictions (even though that isn't what we do!)
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22:39
Episode 89: Make Business Matter Again
For a long time, the markets have primarily cared about what interest rates are doing. As we take a pause and try to figure out the next move for rates, Gerry discusses the current positive earnings season and a possible return to fundamentals....
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20:44
Episode 88: When To Pull The Trigger
Are small caps (still) at an inflection point and should first time homebuyers wait for lower interest rates?
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32:00
Episode 87: It Just Doesn't Matter
The guys discuss whether politics matter, the pitfalls of overplanning around taxes, and "What are fertile fields of growth?"
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38:05
Episode 86: Who Makes The Law?
Gerry and Doug discuss the pending Chevron Deference court case and 2 essential qualities in a good investment.
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26:12
Episode 85: Crypto Thaw
In the wake of crypto's rebound, Gerry discusses an actual case for a token and then dispenses advice on budget friendly dinner dates.
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25:29
Episode 84: Backing and Filling
-Will lower interest rates buoy the market in 2024? -Gerry quantifies the Latte Effect.-Should you pay off your mortgage?
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30:54
Episode 83: Relationships and Money
Gerry and Doug look at 4 relationships that are key to succeeding financially and using it wisely. You relationship with God, with yourself, with your spouse, and with your network of friends.
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32:03
Episode 82: A Rally, Really?
The Fed "kinda sorta" gives the market permission go up, a surprising defense of whole life insurance and a primer on derivatives.
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40:10
Episode 81: Suffering-You've Got To Embrace It
There is no reward with risk, which is basically another word for suffering. Plus, the Latte Effect and what do do with cash.
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27:00
Episode 80: Hold On
More confirmation of a market inflection point, compound growth, get an estate plan and this a complex person who had both some good and not good ideas.
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25:04
Episode 79: No, Really, This Time It's For Real
Could the market have actually found a bottom? Plus, short selling (and why Gerry hates it), company sponsored retirement plans and our Free Enterprise Saint (or Sinner) of the week.
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28:57
Episode 78: 30 Minutes Or Less
Have interest rates peaked? Plus, Gerry's favorite savings plan, mutual funds basics and a little bit Domino's founder, Tom Mongahan.
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28:16
Episode 77: What Is Truth?
Gerry discussed the role of truth in investing and, at the end, gets back to basics as he breaks down what stock is.
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24:57
Episode 76: Growth Misconduct
What is a business worth? Gerry is seeing an amount of increasing cases where the whole is less than the sum of its balance sheet.
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18:57
Episode 75: Passive Aggressive
ETFs started out as a way to facilitate passive investing, but they have gotten more and more specialized over the years. By definition, there has been a bit of a style drift.
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17:17
Episode 74: Dividends Aren't What They Used To Be
If dividends are so great, why doesn't Amazon declare them? Gerry and Doug talk about the (relatively) recent de-emphasis of inflation.
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26:12