How do geopolitical risks shape inflation and the stock market? Josh dives into this with economist David Ranson, who’s renowned for his accurate inflation forecasts. David kicks off the conversation by discussing how geopolitical uncertainties can temporarily suppress energy prices, giving a false sense of cooling inflation. They also explore the predictive power of gold prices, the VIX index's impact on market behavior, and why a recession isn’t on the immediate horizon unless there's a...

Are taxpayer-funded sports stadiums a financial blessing or a burden? Josh dives into this hot-button issue, exploring the true economic impact and cultural significance of iconic arenas like Yankee Stadium and Fenway Park. He scrutinizes whether these massive public expenditures truly benefit the communities they claim to uplift, or if they merely line the pockets of billionaire team owners. From Milwaukee to Buffalo, Josh breaks down the promises of job creation and neighborhood...

Are we on the brink of another recession? In this episode, recorded live on August 2nd, 2024, via Spaces, Josh is joined by George Gammon, the creator of "The Rebel Capitalist Show," to tackle this pressing question. Live callers ask about the Sahm Rule, and Josh and George dive into its nearly flawless record in predicting economic downturns since the 1950s. The conversation heats up as they debate yield curve inversions and their historical significance as a warning sign for recessions....

Are you ready to protect your retirement from the unexpected twists of the market? Josh kicks off this episode by breaking down the concept of sequence of return risk, explaining how the timing of market gains and losses can make or break your retirement plans. He dives into practical strategies like sequence defense, utilizing asset insurance, and securing guaranteed income sources to manage these risks effectively. Plus, in "Extra Points," Josh tackles a listener question about the future...

Are you taking full advantage of your tax and legal strategies as a small business owner? In this episode, Josh sits down with Mark J. Kohler, a leading CPA, attorney, and financial advisor, to break down some crucial tips for anyone looking to optimize wealth and protect assets in today’s economy. As they dive into the conversation, Mark shares how his consistency and adaptability during the COVID pandemic led to his rise as a financial advisory voice on YouTube. Josh and Mark explore the...

Are billionaires truly self-made, or is their success built on early privileges and opportunities? Welcome to episode one of our Billionaire Series, where each month, we highlight a billionaire, explore their journey, and uncover the financial lessons we can learn from them. This month, Josh delves into Warren Buffett's investment principles, focusing on value investing, the power of dividends, and the importance of maintaining a significant cash reserve. He explores Buffett's preference for...

Are you maximizing your portfolio's potential for financial independence? In this episode, Josh welcomes Frank Vasquez Jr., host of Risk Parity Radio, for an in-depth conversation. Together, they explore Frank's journey from international arbitration to becoming a financially independent investor, sharing strategies for managing diversified portfolios. Josh and Frank delve into the importance of risk parity investing, a method designed to balance risk across various asset classes. They...

Are you leveraging advanced strategies to maximize your charitable donations? In part two of this series, Josh delves deeper into sophisticated charitable giving techniques that can enhance your philanthropic impact while providing significant tax benefits. Building on the foundations laid in part one, this episode explores advanced methods such as Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and charitable trusts. Josh breaks down how these strategies support your...

How can you achieve a stress-free financial life? In this episode, Josh Jalinski sits down with Jared Dillian, the editor of the Daily Dirt Nap and a seasoned investment strategist. Jared shares his expert insights on the latest stock market movements, the impact of recent inflation updates, and strategic approaches to managing investment volatility. Josh and Jared delve into the dynamics of large-cap tech stocks, small-cap value trades, and the shifting yield curve. Jared introduces his...

Are you maximizing the impact of your charitable donations? In part one of this two-part series, Josh explores the concept of tithing and how to choose the right charities to boost your financial portfolio. Josh delves into the financial and moral benefits of charitable giving, sharing personal stories and expert advice. Josh discusses the importance of selecting IRS-recognized 501c3 charities to ensure your donations are tax-deductible. He also emphasizes aligning your charitable choices...

Are financial norms changing post-COVID? In this episode, Josh chats with with Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money. They dive into Felix's unconventional journey from studying art history to becoming a prominent financial journalist. The discussion explores Felix's insights from his book, The Phoenix Economy, examining how the COVID-19 pandemic has radically altered work, life, and financial landscapes. Josh and Felix analyze the significance of the...

Can Tesla maintain its edge amidst rising competition and internal challenges? Josh tackles this issue by delving into Tesla's current market dynamics, focusing on the stiff competition from BYD and the ongoing delays in Cybertruck deliveries. He also explores Elon Musk's ambitious plans for Tesla, including the much-hyped RoboTaxi event, and what these developments mean for investors. Josh shares his personal experiences with Tesla's service quality and discusses how these issues might...

Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies. Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining...

How can political debates influence your financial future? In this live episode of "The Financial Quarterback," Josh dives into numerous financial topics, beginning with a robust discussion on the recent political debate and its potential implications for the economy, especially focusing on Social Security and inflation. Josh then answers live calls from the audience, providing practical insights on various financial products, including stocks, bonds, annuities, and index funds. One segment...

Are kids a financial blessing or burden? Josh explores this by diving deep into the financial implications of starting and raising a family in today's economy. Challenging the prevalent notion that children are merely financial burdens, especially during economic downturns or periods of inflation, Josh uses data and personal anecdotes to illustrate how children can actually be a source of financial and emotional wealth. From tackling rising childcare costs to questioning long-held beliefs...

Are you protecting your wealth as a high-income professional? In this episode of The Financial Quarterback, Josh is joined by Dr. Jim Dahle, practicing emergency physician and the founder of The White Coat Investor to discuss the unique financial challenges faced by doctors and high-income professionals. Dr. Dahle shares his journey from being an emergency room physician to creating the White Coat Investor blog. Josh and Dr. Dahle tackle the often-overlooked stressors of financial...

Is compound interest truly the "eighth wonder of the world"? Josh explores this question by breaking down the transformative power of compound interest, a concept famously endorsed by Einstein. He emphasizes how leveraging compound interest can be a financial game-changer for investors when utilized correctly. He discusses the exponential curve of investment growth and the critical importance of starting early to maximize financial gains. Josh then introduces the Rule of 72, a fundamental...

How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions. Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the...

Ready to take control of your finances? In this episode, Josh breaks down the essentials of smart budgeting, blending classic techniques with modern strategies. Kicking things off with a deep dive into historical budgeting trends, Josh explores how budgeting practices have evolved from rigid spreadsheets to flexible, app-driven methods. He brings to life the "70-20-10 rule" and the envelope method, showcasing how these timeless strategies can still work wonders today. Josh then shifts gears...

How do demographic shifts shape our economic future? In this episode, Josh sits down with renowned demographer Ken Gronbach to discuss the powerful influence of demographic trends on our economy, business landscape, and society. Ken shares his journey from a career in marketing to becoming a leading expert in generational shifts. The conversation kicks off with a deep dive into how different generations, including Baby Boomers, Generation X, Millennials, and Generation Z, are impacting market...

Are you ready for the biggest financial shift of our lifetime? In this episode, Josh explores the Great Wealth Transfer, where a seismic $68 trillion is set to move from baby boomers to millennials, and details its profound effects on personal and national finances. Josh kicks off by examining how this wealth transfer is unfolding as baby boomers retire, and explores the financial implications for retirement planning and the broader economy. He highlights potential pitfalls like...

How do current economic policies shape our financial future? In this episode, Josh and economist Stephen Moore dive into the U.S. economy's challenges and opportunities. Moore, a former senior economic advisor to Donald Trump, shares his insights on government spending, inflation, and strategies to restore America's financial prosperity. Josh and Stephen discuss how recent government spending has driven inflation and eroded the dollar's value. The conversation covers potential policy changes,...

How do wartime economies shape your finances? Josh explores this by diving deep into the impact of both former and current military conflicts on national and personal financial landscapes. From World War II's industrial mobilization to today's geopolitical tensions involving Ukraine, Israel, and Taiwan, Josh provides a historical analysis with contemporary relevance. Josh explores how wartime economies drive government spending, technological advancements, and societal shifts. He discusses...

How can you transform financial knowledge into actionable strategies? In this episode, Josh interviews Paula Pant, acclaimed host of the Afford Anything podcast and a seasoned real estate investor. Paula shares her journey from newspaper reporter to independent journalist and real estate mogul, offering deep insights into behavioral finance and practical investment tips. They dive into the nuances of the current real estate market, with Paula emphasizing the potential of residential real...

How can you apply the financial strategies of pro athletes to your own financial game plan? In this episode, Josh dives into the thrilling intersection of professional sports finance and personal financial management. He explores how high-stakes decisions in the sports world can inspire you to bolster your own financial strategy. Josh kicks off by analyzing the blockbuster contracts of Fernando Tatis Jr. and Shohei Ohtani, and delving into the negotiation tactics used by legends like Derek...