Episodes
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Why Your "Safe" Investments Could Be Losing Money
Bonds are supposed to be the safe part of your investment portfolio, but what happens when they start losing value? In this episode, the Iron Gate team breaks down why some bond investments have struggled while others have performed well, and the hidden risks many investors don't fully…
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Meta’s New AI, the End of the World, and the Case for Optimism
Artificial intelligence is moving faster than ever, and Meta’s newest AI developments are raising big questions about where technology is headed next. In this episode, the Iron Gate team explores what the latest advances in AI could mean for businesses, investors, and the future of the global...
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Never Forget: 9/11, America’s Resilience, and Investing for the Future
On the 25th anniversary of September 11, the Iron Gate team reflects on the day that changed our nation forever and the importance of never forgetting. Brett, Brian, and Mike share their personal memories, including how Mike’s workplace became a resource for connecting families with loved ones in...
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Record Earnings, AI Growth, and a $45 Billion Investing Disaster
A 24-year-old investment prodigy built a staggering $45 billion portfolio—only to watch excessive leverage bring it crashing down. This week, the Iron Gate team breaks down the collapse of Situational Awareness, how margin can destroy an investor even when their stock picks are right, and why...
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The Biggest AI Debate Investors Need to Understand Right Now
The AI race is entering a new phase, and it's no longer just about who has the smartest chatbot. This week, the Iron Gate team breaks down the growing battle between open-source and closed AI models, why leaders like Jensen Huang, Elon Musk, and Sam Altman are taking sides, and what it could mean...
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The Biggest Investment Story of Q2 Nobody Is Talking About
This week, the Iron Gate team breaks down the biggest investment story of Q2 and why the Magnificent 7 are investing nearly $800 billion into AI infrastructure and future growth. They explain what capital expenditures really are, why semiconductor and memory companies have surged this year, and...
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SpaceX Goes Public: What Every Investor Needs to Know
SpaceX is finally going public, and investors can't stop talking about it. This week, the Iron Gate team breaks down the SpaceX IPO, how IPOs work, and why investor excitement can sometimes lead to costly mistakes. They discuss the psychology of FOMO, the importance of valuation, and why...
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SpaceX IPO Hype, Nvidia Earnings & The Next Market Crash
The market continues to surge as Nvidia posts massive earnings and AI optimism fuels investor excitement. This week the Iron Gate team talks about the difference between real investment opportunities and dangerous hype, including the growing buzz around the SpaceX IPO. They break down why…
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Market Surge, Big Tech Earnings & The Truth About Diversification
Markets are surging in 2026, but the headlines don’t tell the full story. In this episode, we break down the latest market rally, analyze earnings from the world’s largest companies, and uncover what’s really driving growth in Big Tech. We also tackle one of the most debated topics in investing:...
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SpaceX IPO Hype Prediction Markets and the Danger of FOMO
The hype around the SpaceX IPO is building fast but does that make it a good investment? This week the Iron Gate team breaks down one of the most anticipated IPOs in history and what investors need to understand before jumping in. From valuation to timing they explain why even the best companies...
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Why Market Volatility Is Your Biggest Opportunity (Not Your Biggest Risk)
Markets are down, headlines are loud, and uncertainty feels high, but how much of it actually matters? This week, the Iron Gate team breaks down recent market volatility and why investors like Warren Buffett and Peter Lynch see moments like this as opportunity, not risk. They explain why...
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War, what is it good for? The stock market?
With the war in Iran raging on, and a private credit collapse rearing its ugly head, how much of today’s market volatility really matters? This week, the Iron Gate team breaks down what’s really driving the headlines—from global conflict to growing concerns in private credit—and what investors...
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4 Rules for Safer Investing
Market volatility can feel scary, but is it really risk? In this episode, the Iron Gate team explains the difference between volatility and true investment risk. They discuss why the real danger in investing is the permanent loss of capital caused by emotional decisions, not normal market swings....
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Understanding AI: From Energy to Applications
In this episode, the team breaks down artificial intelligence into five key layers. From energy and chip manufacturing to cloud infrastructure, AI models, and consumer-facing applications helping investors understand how the entire ecosystem works together. They explain where the real competitive...
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Why Investor Behavior Matters More Than Market Volatility
In today’s episode, we dive into the following: - The recent shift toward market fear and what it really means for investors. - Why pullbacks are a normal part of the market cycle. - The dangers of emotional decision-making. - Why the biggest risk to long-term wealth is often our own behavior. -...
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Noise vs. Signal: What Really Moves Markets in 2026
We’re back for 2026 with a straight-up look at what really drove markets in 2025—and what actually matters now. We recap last year’s strong returns, revisit the 2022 bear market and rapid Fed hikes, and explain why that backdrop still matters today. Then we shift to our 2026 outlook, touching on…
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A No-Nonsense Look at 2026
Hello Friends! In our final wrap-up of 2025, we’re cutting through the noise of the AI market. While the big names are seeing a healthy correction, the speculative "no revenue" bubble is starting to hiss. At Iron Gate, we aren't chasing the hype—we're following the legends. The Big AI Takeaway…
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AI, Markets, and the Bubble Debate
Everyone’s asking the same question right now: Are we in an AI bubble – and is it about to pop? In this episode, we unpack the recent market sell-off, sky-high valuations, and the growing chorus of “this time feels different” warnings. We separate real risks from media noise and look at what...
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Staying Focused Through the Shutdown
In our latest episode, we’re talking about the government shutdown — what it means for the economy, the markets, and your financial plan. Yes, this shutdown is causing some short-term pain for federal workers, contractors, and parts of the economy. It may even bring some market volatility in the...
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Has the Market Gone Too Far? AI, Valuations, and What's Next
The stock market just keeps climbing — but have we gone too far? In this episode, we dig into whether today’s valuations are signaling opportunity or the makings of another bubble, especially in the world of AI. We’ll also explore why paying close attention to the CEO behind the company might be...
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When Instinct Derails Returns
No one knows how long this rally will last — but history shows that the best returns come to those who lean into value, not emotions. Chasing what feels “safe” often leads to buying high and selling low. The real edge comes from staying disciplined when headlines and emotions are screaming the...
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Markets, Tariffs, Rates & BBB – What’s the Real Story?
In this round-robin style episode, we tackle some of the hottest questions in finance today: - Bull or Bear? We kick things off with the question everyone’s asking: “What’s the market going to do?” Our take on where overall returns could be headed. - Tariffs Are Back and they are BIG. $87 billion...
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The Laker, Steve Ballmer, and Why Public Equities Still Win
In 1979, the Los Angeles Lakers were purchased for just $67 million. Today, they’re reportedly worth $10 billion. That’s an incredible return—but how does it compare to a simple investment in the S&P 500 over the same period? We dig into the numbers and break down what makes public equities one…
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The Ultimate Driver of Stock Market Growth - Human Ingenuity
One of the most powerful and consistent forces pushing stock prices higher over time isn’t just earnings or interest rates — it’s human ingenuity. From the invention of the wheel in 3500 BC, to Gutenberg’s printing press in 1440, to Space Travel in 1969, and now the rise of Artificial…
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Tariffs, Turmoil & Trump: What Smart Investors Do Now
This week, Brian and Brett dive deep into the rising tension around tariffs and the ripple effects they’re having on the markets. With volatility back in the headlines, we break down what the best businesses in the world are doing during uncertain times—and what you should be thinking about as an...
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A Timely Message for Turbulent Markets
The market is dropping at a pace we haven’t seen since the Covid crash—and it’s raising big questions for investors. So, what are we doing in response? Could it get even worse? And most importantly, how can we turn this into an opportunity? In this special episode, we tackle all of that and more....
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Trump Tariffs, Market Fear, and Buffett's Big Lessons
Fear is gripping the markets. A key fear gauge we track has just hit its highest level since 2022—when stocks were in a full-blown bear market. With uncertainty on the rise, how should investors respond? In today’s episode, we break it all down: - Trump’s tariffs – Should investors be worried, or...
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Trump's Tariffs: Protecting America or Disrupting Markets?
In this episode, we take a deep dive into why President Trump is doubling down on tariffs and what it means for the markets and investors. While tariffs often spark short-term volatility, they are part of a much bigger strategy to protect U.S. national security and stop unfair global trade...
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A Look Back at 2024 and the Themes Shaping 2025
In this episode, we dive into the standout stories of the financial markets in 2024 and set the stage for what lies ahead in 2025. Here’s what you’ll hear: 2024 Market Recap: We break down the surprisingly strong 20% plus returns of the S&P 500, reflecting on how they exceeded expectations and…
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5 End of the Year Considerations
As the year comes to a close, it’s time to take control of your financial planning and make the most of the opportunities available before 2025 arrives. In this episode, we’re diving into five essential end-of-year strategies to help streamline your investments, optimize taxes, and plan for a...
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The Biggest Risk Facing Our Country
The election is finally over—hooray! The political ads are gone, and the results are in: a red wave swept the Republicans into control of the White House, the Senate, and Congress. But what does this mean for your investments? Is this political shift a blessing or a curse for the economy? And why...
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Election Countdown: Insights, Predictions, and Wealth-Building Strategies
The election is here and the rhetoric from both sides is louder than ever. In this episode, we cut through the noise and fear-mongering to bring you the insights you truly need. While there’s much we can’t predict about next week, there are key factors we do know—factors that could make a real...
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Can Taking Profits Lead to Financial Ruin?
The S&P 500 has reached unprecedented heights, achieving 30 all-time highs in 2024. But with the ongoing bull market, interest rate cuts from the Fed, and an impending election, should investors consider securing their profits? In today's podcast, we draw valuable insights from the timeless...
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The Apocalypse, Gold, and Football
What a year for the precious metal gold! It’s returns, year-to-date, are almost double the S&P 500. With the coming apocalypse, is now the time to buy that shiny precious metal? Speaking of the apocalypse, I hear it’s coming. If you ask people on the far left, a Trump presidency will cause it. If...
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Cash is King
The NFL just signed off on allowing Private Equity firms to invest in up to 10% of a team. Why did the NFL owners agree to this? They want liquidity. They want cash. Their asset, an NFL team, is illiquid. Liquidity is one of the most undervalued characteristics in any investment. In today’s...
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The Unspoken Truth about Market Returns
The average return for the stock market since 1928 is 9.85%. In those 95 years, how many times do you think the market has ended the year between 8% and 12%? In today's podcast, we discuss how everyone's expectations of the market are often incorrect. (In fact, if you have any expectations, it's...
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What does Warren Buffett's Sale of Apple Mean?
Another year, another amazing Berkshire Hathaway annual conference. This year Warren Buffett recently made headlines after selling 10 million shares of Apple stock and building a cash hoard of $189 billion. In today’s podcast we discuss: 1. Why Buffett sold 10 million shares of Apple stock. Is...
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Navigating Elections and the AI Boom
In an election year, the media tends to emphasize market uncertainty, potentially leading to short-term thinking. Some fear a market correction, especially with recent NASDAQ gains, prompting thoughts to postpone decisions until after the election for clarity. What type of impact will the…
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Strengthen Your Investment Journey
Warren Buffet once said, "Someone's sitting in the shade today because someone planted a tree a long time ago." In this episode, we talk about three things you need to be aware of if you want to build wealth for your future. 1. Understanding the Stock Market: What do you need to know to create...
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The Myth of Perfect Timing
The S&P is at an all-time high. Did you miss the chance to invest? In this episode, we discuss the psychology of investing, while debunking myths around market timing and valuation. It's important to embrace a long-term perspective and avoid the trap of trying to time the market based on…
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Looking Forward to 2024
What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market. Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic...
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The Impact of Charlie Munger
If you're a regular listener, you know how much we admire Charlie Munger. Unfortunately, Charlie passed away on November 28, 2023. On this special episode, we talk about the FIVE ways Charlie Munger has influenced Iron Gate Global Advisors and us personally. After listening, we hope you feel the...
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Navigating a Messy World
Iron Gate just celebrated our 24th year. Through these years, we've seen tumultuous times, such as the dot-com bubble burst of 2000 and the 2008 financial crisis. How do we navigate through these times? It comes down to a very important concept: who is steering the ship? Great business leaders…
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Golden Truth
The Wall Street Journal indicated that 26% of Americans now believe gold is the best long-term investment, up from 15% in 2022. There are plenty of advertisements encouraging you to rollover your retirement accounts into gold or even buy gold at Costco! So let's explore the surge in gold's...
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Thriving Amid Rising Interest Rates
Have the rising interest rates affected you? How do these increases affect businesses? In this episode, we emphasize the critical importance of a company's financial health and its ability to navigate the challenges presented by rising interest rates. Through the lens of Apple, we showcase a...
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Where Focus Goes, Energy Flows
In a world bombarded by distractions, finding your focus can be like searching for a needle in a haystack. But fear not, because in this episode, we'll explore the invaluable role focus plays in every aspect of our lives. Focusing on your financial plan and goals is the top priority. Investors...
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Balancing Risk for Financial Success
In this episode, we breakdown a recent memo by Howard Marx titled, "Fewer Losers, or More Winners?". We discuss three important ideas from this memo: 1. Risk Control vs. Risk Avoidance - the importance of understanding the difference between the two. 2. The Risk of Taking Too Little or Too Much...
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TD Ameritrade/Charles Schwab Transition FAQ
If you are a current client and are dealing with the TD Ameritrade/Charles Schwab Transition, this episode is for you. Brett sits down with our Client Services Director, Katie Sano, and dives into the frequently asked questions regarding the transition and how it affects our clients. Here's to…
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Unlocking Success in Rising Markets
In today's episode, we discuss disciplined investing, mastering your emotions, and thriving in the upward momentum of the market. We kick things off by analyzing the performances of the S&P 500 and NASDAQ this year, then discuss "window dressing". Ever heard of it? We're shedding light on this...
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Has the New Bull Market Begun?
What a great start to the year! Despite the market performing well, ‘experts’ predict new lows ahead, with the commercial real estate market expected to be destroyed, and some experts claiming the next bubble is in money market funds. Gloom and doom predictions are everywhere you look. So, how…
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About this show
Investment Advisor & Portfolio Manager for the fee only, independently owned, Iron Gate Global Advisors
Hosted by
Brett Pattison
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