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The Long Only Podcast

The Long Only Podcast

Hosted by Taylor Frigon Capital Management

Episodes

96

Latest episode

Apr 2024

Language

EN-US

About the show

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.

Listen to episodes

60 recent
April 26, 202420 min

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 just need to buckle up for "higher for longer".

April 2, 202424 min

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.

March 25, 202415 min

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.

March 18, 202426 min

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.

March 2, 202436 min

Episode 92: Knowing Stuff Is Overrated

Gerry and Doug comment on the red hot crypto markets and then take a shot at the experts.

February 27, 202425 min

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?

February 20, 202422 min

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!)

February 14, 202420 min

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.

February 5, 202432 min

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?

January 29, 202438 min

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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