Rule One Podcast

In this episode, we discuss whether Donald Trump could step in to bail out Intel, what that would mean for the struggling chipmaker and its shareholders, and how the US midterm elections could reshape the balance of power in Washington. With major political and economic changes underway, what does it all mean for investors?Explore the Rule #1 Investing YouTube channel: https://www.youtube.com/@PhilTownRule1InvestingLooking to master investing? Attend one of my 3-Day Virtual Investing Workshops! Reserve your seat here: https://bit.ly/r1-virtual-workshop

In this episode, we dive into the latest developments surrounding Tesla’s long-awaited Roadster and what its potential launch could mean for Tesla stock. We also explore the strange world of off-balance-sheet financing, as AI hyperscalers take on increasingly complex financial obligations to fund their massive AI infrastructure buildouts. Are investors overlooking the risks hiding behind the AI boom?Explore the Rule #1 Investing YouTube channel: https://www.youtube.com/@PhilTownRule1InvestingLooking to master investing? Attend one of my 3-Day Virtual Investing Workshops! Reserve your seat here: https://bit.ly/r1-virtual-workshop

Trump’s latest executive order could open the door for private equity firms to access trillions of dollars in Americans’ 401(k) retirement savings. But is this a win for everyday investors, or a dangerous move that benefits Wall Street? In this episode, we break down the potential benefits, hidden risks, and what this could mean for retirement investing. Plus, we take a deep dive into ASML, the semiconductor equipment giant at the heart of the AI revolution, to explore its competitive advantages, growth prospects, and whether the stock presents an attractive investment opportunity.Explore the Rule #1 Investing YouTube channel: https://www.youtube.com/@PhilTownRule1InvestingLooking to master investing? Attend one of my 3-Day Virtual Investing Workshops! Reserve your seat here: https://bit.ly/r1-virtual-workshop

The S&P 500 is trading at record highs, but are investors getting dangerously complacent? With valuation indicators like the Shiller P/E ratio and the Wilshire GDP ratio reaching levels not seen since the dot-com bubble in 1999, warning signs are flashing across the stock market. In this episode, we examine whether a major market correction could be on the horizon, what history tells us about today’s valuations, and most importantly, what investors should be doing with their money right now.Explore the Rule #1 Investing YouTube channel: https://www.youtube.com/@PhilTownRule1InvestingLooking to master investing? Attend one of my 3-Day Virtual Investing Workshops! Reserve your seat here: https://bit.ly/r1-virtual-workshop