Épisodes

  • 5 Questions for 2025
    Jan 10 2025

    On our first episode of 2025, Charlie and Peter discuss five key questions shaping the current economic and financial landscape. Together they offer insights into potential market trends, investment strategies and economic indicators to watch as you navigate the complexities of the new year. They wrap with a Signal or Noise rewind and their thoughts on whether high investor optimism is a signal or just noise.

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    39 min
  • How to Get Rich Without Getting Lucky
    Dec 19 2024

    On the final episode of Signal or Noise for 2024, Charlie and Peter switch things up by sharing 10 lessons from entrepreneur and investor Naval Ravikant on how to get rich without getting lucky. They explore the connections between wealth, money and status and discuss the importance of owning equity to compound wealth — a principle that extends beyond finances. Charlie and Peter also discuss the power of specialization in creating wealth and the role intelligence, energy and integrity play in setting yourself up for success in 2025.

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    31 min
  • The 7 Lessons Learned From 2024
    Dec 5 2024

    On this episode of Signal or Noise, Charlie and Peter share seven key lessons from 2024, offering their insights on annual returns, price targets, diversification, the value of time and more. They also have a lively discussion on the new national debt record of $36 trillion. Is it a signal or just noise?

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    34 min
  • The Election and What Comes Next
    Nov 13 2024

    With the election decided, many are wondering what the results could mean for taxes, government spending, the economy and more. On this episode of Signal or Noise, Peter and Charlie discuss eight major policy areas and what impact they may have on your finances before closing with a review of post-election market moves — are they a signal or just noise?

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    1 h et 4 min
  • Easing Into a Melt-Up
    Nov 1 2024

    With the market hitting all-time highs and another round of rate cuts on the horizon, the common denominator is the diminishing value of the dollar. Charlie and Peter discuss this topic before making good on their promise from last episode, sharing their thoughts on how to avert a debt crisis (spoiler alert: the answer isn’t taxes). They close with their perspective on mass media influence and discuss the election’s potential impact on the market. Is it a signal or just noise?

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    28 min
  • Great AI Expectations
    Oct 25 2024

    Baseball playoff banter sets the stage for investment advice from Charlie and Peter, where they outline five critical tips for investors to punch above their weight: starting early, generating tax alpha, owning assets, avoiding trends and extending time horizons. They also discuss the U.S. national debt and the impact of AI before educating viewers on tight credit spreads, ultimately determining whether they’re a signal or just noise.

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    40 min
  • Die With Zero?
    Oct 8 2024

    In this episode, Charlie and Peter explore the widespread economic ripple effects of the dock strike, which could have cost the U.S. economy up to $4.5 billion per day. The real issue isn't compensation — it's job automation, a disruption that could reshape the industry in the long run. They also dive into the Fed's rate cut, housing market shifts and why America can't sustain a "two-economy" divide. They close with insights from the book Die With Zero and tackle the big question of whether picking stocks based on presidential candidates is a signal or just noise.

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    43 min
  • The Easy Money Has Been Made
    Sep 20 2024

    But has it? This famous quote gets challenged by Charlie and Peter as they discuss the importance of maintaining a diversified portfolio and avoiding attempts to outsmart the market. Plus, with the presidential election looming, they discuss the historical relationship between administrations and market performance, including why it doesn't matter which party wins. The episode wraps up with a look at whether the recently ended longest yield curve inversion in history is a signal or just noise.

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    37 min