Wall Street is in the business of generating fees for Wall Street. Period. It’s not in the business of getting good investment results. You have to be separate from Wall Street to do that.
Michael F. Price
Chuck & Michael Talk Investing
The Iron Capital Podcast is now Chuck & Michael Talk Investing (March 2025).
Welcome to Chuck & Michael Talk Investing, a monthly podcast where hosts Chuck Osborne and Michael Smith talk about investing and all things related in a way you can understand. Each episode explores a new topic anchored in current events that demystifies money management and investing for retirement. Chuck and Michael Talk Investing is presented by AssuredPartners Investment Advisors (APIA).
Chuck and Michael are joined by special guest Wasif Latif, Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high the day they recorded this podcast.
In this episode, Michael Smith and Chuck Osborne delve into the pressing issue of job creation amidst an economic slowdown. They discuss the recent job reports, highlighting the challenges of not meeting the historical benchmark of 200,000 jobs per month. The conversation explores the impact of immigration changes, tariffs, and the broader economic implications. Tune…
Knowledge is different than data. Chuck and Michael Smith discuss the complexities of data interpretation in economics, emphasizing the importance of understanding the context behind economic indicators. They explore the recent fluctuations in GDP and employment data, the impact of tariffs and trade deficits, and the nuances of job creation in relation to recession.
In this episode, Chuck and Michael discuss the critical importance of liberty and economic freedom in the context of the current political landscape. Why is a money management podcast talking about freedom? They explore how freedom impacts markets, the misconceptions surrounding capitalism and socialism, and the critiques of capitalism as critiques of freedom. The conversation…
There’s a noticeable decline in the number of publicly traded companies in the U.S. despite significant economic growth. The number of companies hasn’t actually decreased; instead, more companies are now privately held. This shift has changed the investment landscape: fewer opportunities for public investors to access early-stage, high-growth companies.
In this episode, Chuck and Michael are joined by special guest Wasif Latif, who is Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high – topping $4000 for the first time – the day they recorded this podcast.
In this episode, Michael Smith and Chuck Osborne delve into the pressing issue of job creation amidst an economic slowdown. They discuss the recent job reports, highlighting the challenges of not meeting the historical benchmark of 200,000 jobs per month. The conversation explores the impact of immigration changes, tariffs, and the broader economic implications. Tune in to understand the complexities of the current job market and what it means for the future of the economy.
~Episode 22 – Jobs Crisis: Navigating Economic Slowdown
The Iron Capital Podcast
Episode 21 - Data Lies: Understanding Economic Truths
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Understanding Economic Data Beyond the Numbers
Knowledge is different than data. Chuck and Michael Smith discuss the complexities of data interpretation in economics, emphasizing the importance of understanding the context behind economic indicators. They explore the recent fluctuations in GDP and employment data, the impact of tariffs and trade deficits, and the nuances of job creation in relation to recession. The conversation highlights the dangers of relying solely on data without considering the broader economic landscape and current events, and the potential misinterpretations that can arise.
In this episode, Chuck and Michael discuss the critical importance of liberty and economic freedom in the context of the current political landscape. Why is a money management podcast talking about freedom? They explore how freedom impacts markets, the misconceptions surrounding capitalism and socialism, and the critiques of capitalism as critiques of freedom. The conversation delves into the housing crisis, healthcare costs, and education expenses, highlighting how government intervention has distorted these markets. They conclude by emphasizing the importance of understanding the true nature of economic freedom. Let’s explore.
There’s a noticeable decline in the number of publicly traded companies in the U.S., despite significant economic growth. The number of companies hasn’t actually decreased; instead, more companies are now privately held. This shift has changed the investment landscape: fewer opportunities for public investors to access early-stage, high-growth companies.
The Sarbanes-Oxley Act of 2002 (passed during the George W. Bush administration) was a major turning point. It was enacted in response to major corporate fraud scandals – Enron and WorldCom – which involved fraudulent accounting and hiding liabilities. Due to public and political pressure, Congress passed Sarbanes-Oxley to tighten corporate financial reporting rules. However, this law significantly increased the cost and complexity of going public.
From our point of view, we advocate for thoughtful regulatory reform, ideally starting with repealing Sarbanes-Oxley, to unlock economic growth and restore access for everyday investors. Let’s explore.
