The Investor Professor Podcast

• Ep. 177 - Trillion Dollar Man

  Markets took one on the chin this week, so Ryan and Cameron zoom out to where we really are—and what to do next. We unpack the government shutdown overhang, corporate earnings as the season wraps, and why “sideways into year-end” might be a gift for disciplined investors. We also break down Elon Musk’s headline-grabbing $1T Tesla pay package—what milestones it actually requires—and how sentiment, AI infrastructure spending, and sector rotation are shaping risk right now.From trimming winners and redeploying into overlooked defensive stocks to maintaining dry powder and using limit orders, we share practical, real-world strategies for navigating the next few months without going “all in” or “all out.” Plus: Cameron checks in from Kellogg—juggling grad school, airports, and opportunity cost—to put today’s headlines in context. *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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• Ep. 176 - Rare Earth

  In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China’s 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don’t mistake activity for achievement—get your mind right, and let’s get to work. *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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• Ep. 175 - Picks and Shovels

  Is the AI boom turning into the next dot-com bubble, or are we witnessing a new era of market transformation? This episode breaks down the comparisons between today’s artificial intelligence surge and the tech mania of 1999, exploring how investor psychology, projection bias, and market concentration can distort perceptions of risk. From Nvidia and Broadcom to OpenAI’s massive Stargate data center in Abilene, the conversation dives into the infrastructure powering AI and what it means for long-term investors trying to separate hype from opportunity.You’ll also learn practical strategies for managing portfolios in an overheated market—when to trim profits, how to diversify beyond tech, and why “picks and shovels” stocks may be smarter bets than speculation. The episode wraps with an exciting update: the firm behind the show is now registered with the SEC, meaning listeners can view its disclosed holdings on WhaleWisdom.com by searching Rydar Equities to see the companies it invests in. As always, get your mind right—and let’s get to work.*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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• Ep. 174 - From Zillow Myths to Stock Market Wins: A Practical Money Talk w/ Ashley Marx

  In this episode, Ashley Marx returns to discuss the evolving real estate market, shifting from last year’s low inventory and bidding wars to today’s more balanced environment. We explore why higher interest rates don’t tell the full story, how seller concessions can save buyers thousands, and why relying on Zillow estimates can create false expectations. We also cover the rise of build-to-rent communities, the truth behind “buyer’s market” headlines, and how changing priorities are reshaping both residential and commercial real estate.Beyond property, we dive into habits, productivity systems, and Ashley’s journey from entrepreneur to mentor. She shares how structured calendars protect family time, why crossing off tasks matters, and how she’s guiding others with proven playbooks. We wrap with her first steps in stock market investing, from choosing individual companies over ETFs to learning patience, when to sell, and how to build long-term wealth. Whether you’re a homebuyer, investor, or entrepreneur, this episode delivers practical strategies to align your money with your goals.*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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• Ep. 173 - Fed Finally Blinks

  In this week’s episode of The Investor Professor Podcast, we break down a pivotal shift in the markets: the Federal Reserve signaling that rate cuts could arrive in September. With Friday’s rally fresh in mind, we explore what falling rates might mean for stocks, housing, and investor sentiment. We also highlight earnings from Home Depot, Lowe’s, and Target, while looking ahead to Nvidia’s much-anticipated report.We dig into the recent tech sector selloff, including Citron’s short call on Palantir and the insider sales that made headlines. Valuations are also front and center as we examine the Shiller P/E ratio, which is sitting near historic highs. To wrap things up, we revisit one of the most common questions investors ask us: how to trade around a position without making it an all-or-nothing game.This episode is all about resetting expectations, recognizing risks, and thinking strategically about your portfolio in today’s 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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