Switching horses in midstream gets you on a performance treadmill.
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Friday, December 09, 2022
Episode 29: FTX-Human Nature At Work
Gerry closes the book on FTX...at least until more disturbing details come up.
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Thursday, December 08, 2022
Episode 28 Leverage...It Always Works Until It Doesn't
The first of two episodes on the FTX fiasco.
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Monday, November 07, 2022
Episode 27: This Podcast Is Stuck In A "Trading Range"
It's 2 steps forward and 2 steps back for the market, leaving Gerry and Doug to try to make sense of it all. Actually, Gerry actually tries to make sense of it while Doug just snipes in with questions and comment...
Tuesday, November 01, 2022
Episode 26: Free Enterprise Vs. Free Markets
Gerry and Doug talk books and then Gerry tells Doug why "free enterprise" isn't the same as "free markets".
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Monday, October 24, 2022
Episode 25: Who Do You Truss?
England's quits pro-growth and then the PM quits England.
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Tuesday, October 18, 2022
Episode 24: Just Like Kidney Stones, Bad Markets Eventually Pass
The current regime is stunting growth. This doesn't mean we need to panic.
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Monday, October 10, 2022
Episode 23: Fiat Finance, Families and Fake Fascists
Gerry and Doug go around the horn on a variety of issues, some of which don't even start with the letter "F".
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Monday, October 03, 2022
Episode 22: Putting Q3 Out of Our Misery
Gerry bids a not-so-fond goodbye to the quarter that was.
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Tuesday, September 27, 2022
Episode 21: Still Fed Up
The Fed continues to zig and zag, then over-zig and over-zag.
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Monday, September 19, 2022
Episode 20: Why Long Only?
Gerry and Doug think it's finally time to explain the show's name.
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Monday, September 19, 2022
Episode 19: Blue Skies Ahead
Gerry thinks the economy might be overcoming awful policy.
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Thursday, September 08, 2022
Episode 18: ESG-A Bandwagon We Never Rode On
This week, Gerry laments the fact that he was anti-ESG before it was cool. Is Doug buying it? Listen to find out.
And find it on iTunes here so you can subscrib...
Monday, August 29, 2022
Episode 17: What's Good
Gerry and Doug try to go against the grain and talk about positive developments in the investing world.
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Thursday, August 25, 2022
Episode 16: The Heart of the Matter
Gerry and Doug riff on the economy and even work in some talk about the state of the music business at the end.
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Tuesday, August 16, 2022
Episode 15: And Then There Were Three
Dave Mathisen, the Director of Research at Taylor Frigon, joins Gerry and Doug to talk about his path to working in the financial world and hus role in the investing process.
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Monday, August 15, 2022
Episode 14: It's All About Suffering
Gerry talks about how suffering is part and parcel to successful investing.
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Wednesday, August 03, 2022
Episode 13: We Don't Do The Market
It might sound counterintuitive, but Taylor Frigon isn't interested in playing the normal stock market game.
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Monday, July 25, 2022
Episode 12 "Value" Investing Is Now Available
On this episode, Gerry discusses how his faith and worldview shape Taylor Frigon and how totally avoiding the issue is practically impossible in the current climate.
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Friday, July 22, 2022
Gerry Frigon on "Money Life with Chuck Jaffe"
Gerry recently appeared on Money Life in the Market Call segment at the 33:00 mark to discuss growth investing and the market's slow start to the year. Please give it a listen!Follow Chuck on Twitter at @ChuckJaffe and the show is at @MoneyLifeShow. Also, look for the show at @MoneyLifeShow on Facebook and on Instagram at @chuckjaffe.&nbs...
Friday, July 22, 2022
Economic Growth as a Cure for Inflation
We have written about the wisdom of Art Laffer in numerous previous posts -- including some from the depths of the financial crisis of 2008 - 2009, such as this one: "What NOT to do about the market right now."Recently, Art Laffer gave an interview with Michelle Makori on Kitco News (affiliated with Kitco Metals, of Montreal) in which he addressed...
Monday, July 18, 2022
The Latest Episode of The Long Only Podcast
The latest episode of The Long-Only Podcast is available. 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.Please listen, ...
Thursday, July 14, 2022
Introducing: The Long-Only Podcast!
We have a separate page on the website for it, but we wanted to share the episodes of our new project, The Long-Only Podcast here. Please listen, subscribe, review and share. We hope to use these as a valuable tool in sharing our opinions and insights going forward. We generally release new episodes every Monday.
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Monday, May 09, 2022
Don't get off the train, May 2022 edition
image: Wikimedia Commons (link).The vicious equity selling we have been witnessing in the markets is uglier than anything we've seen since the days of the dot-com crash of 2000 to 2002.Different from the dot-com crash, however, is the fact that the selling is targeting some of the best growth companies for the most aggressive selling: these are legitimate...
Tuesday, May 03, 2022
TD Ameritrade interviews CIO, Gerry Frigon, on AT&T, VZ & T-Mobile earnings
The competition is cut-throat, says Gerry Frigon. He talks about ingesting in 5G and telecom stocks. He discusses why he has moved away from investing in Verizon (V), AT&T (T), and T-Mobile (TMUS). He also goes over finding yield and dividend-paying stocks in today’s market. Tune in to find out more.Disclosures: Please remember that past...
Monday, April 18, 2022
Investment Climate April 2022: Stay Positive!
It has been a rough ride for the stock prices of the fastest growing companies in the economy over the last several months. While the short-term market machinations are not something we try to predict, the wild swings of late have been considerable and, for many, unnerving. Interestingly, the businesses in our Income Strategy (or what...
Thursday, January 27, 2022
Just take off the kid gloves already!
image: Wikimedia Commons (link).The US equity and bond markets have been anticipating central bank rate hikes for some months now, and this anticipation is almost entirely responsible for the sharp sell-off that has been taking place across the board but especially in the stocks of smaller and more "future-oriented" companies.We have already written...
Thursday, January 13, 2022
Investment Climate January 2022
Image from https://www.hp.com/us-en/shop/tech-takes/top-7-augmented-reality-experiencesThe equity markets, and particularly the stocks of growth companies, have been caught up in a major sell-off that started in November and which accelerated into the close of the year. It has continued in the early weeks of January as well. A recent article...
Thursday, January 06, 2022
Conventional wisdom misses the mark (as usual)
image: Wikimedia commons (link).The markets are presently selling off sharply, with smaller companies and tech-related companies being sold even more vigorously than the overall market.The chatter that we are hearing involves three widespread (but, in our opinion, misguided) pieces of "conventional wisdom" on the Street: First, that inflation...
