Smart Investing with Brent & Chase Wilsey

Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.

Smart Investing with Brent & Chase Wilsey is a business podcast hosted by Brent and Chase Wilsey, with 68 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Brent and Chase Wilsey hosts Smart Investing with Brent & Chase Wilsey, a business show with 68 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Smart Investing with Brent & Chase Wilsey

  August 14th, 2026 | Earnings Optimism, AI Financing, SpaceX Patience, Retail Rebound, Inflation Cooling, Crypto Selling, Mortgage Choices & More

  Aug 14, 202656 min

  Second Quarter Earnings Give Me Some Optimism I call all my clients on their yearly anniversary with our firm to have a discussion about their past performance and where I see their portfolio going over the next six to 12 months. I’m very pleased to report that I expected a more subdued performance in 2026 than what we’re experiencing so far. However, stronger-than-expected returns can also make projecting what comes next a little more difficult. Even with… The AI boom is getting increasingly dependent on financing There is no question that AI is creating enormous demand for computing power, data centers and semiconductors. But the latest move from Nvidia and Wall Street raises an important question: How much of this growth is being driven by genuine economic demand, and how much is being enabled by increasingly creative… Will Investors Really Be Patient Holding Their SpaceX Stock? The common advice I hear when it comes to SpaceX is simple: “Don’t worry about it. Just hold the shares, don’t look at them, and you’ll be glad you did 10 years from now.” It’s certainly possible that this advice will prove to be correct. But I question whether human emotions can really handle that kind of long-term commitment when it comes to an investment as volatile and intangible as a stock like this. Think about everything that can happen over the next 10 years. There will be negative news, disappointing developments, changing expectations and plenty of commentary that investors simply won’t be able to ignore. And there’s another issue… Retail sales look better than the headline suggests The headlines are focused on the 0.6% month-over-month decline in retail sales in July, the first monthly decline in nine months and the largest drop since May 2025. That sounds concerning, but there are some important factors behind the monthly decline that deserve attention. One of the biggest was nonstore retailers, which fell 2.2% from June. That category is heavily influenced by online shopping, and the decline appears to be largely a timing issue related to Amazon Prime Day. Amazon moved Prime Day from July into June this year, creating a significant boost to June online sales and, consequently, a tougher comparison for July. U.S. consumers increased spending 9.3% year over year to roughly $26.4 billion online during the June 23–26 Prime Day period, and … Inflation Is Cooling, But Energy Is Muddying the Picture The CPI report was better than the headline number might suggest, and I don't believe it gives the Federal Reserve a compelling reason to raise interest rates. Headline CPI increased 3.4% year over year in July, down from 3.5% in June. More importantly, core CPI increased just 2.5% year over year, down from 2.6% in June. The biggest contributor to the elevated headline number continues to be energy. Energy prices are up 14.7% from a year ago, including a massive 24.6% increase in gasoline prices. That's a significant increase and is keeping headline inflation well above the Fed's 2% target. But here's the problem I have with using higher interest rates to… A new tax requirement could create another source of selling pressure for Crypto There was an important change in the way the IRS tracks cryptocurrency transactions, and I think investors should pay attention to the potential impact on the crypto market. Beginning with the 2025 tax year, crypto brokers are required to issue Form 1099-DA, which reports… Financial Planning: 15- or 30-year mortgages? A 30-year mortgage is often the better financial choice for a disciplined investor because the lower monthly payment frees up more money to invest. Although a 15-year mortgage typically has a lower interest rate and saves more interest over the life of the loan, the higher payments mean more money is tied up in home equity rather... Companies: Workday, Inc. (WDAY)

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  Smart Investing with Brent & Chase Wilsey

  August 7th, 2026 | Robotaxis Park Badly, Higher Rates Ahead, Luxury Stock Decisions, Paramount Deal Drama, Automakers Need Diversification? Weak Jobs Report, Understanding NUA Benefits & More

  Aug 7, 202656 min

  Apparently, self-driving cars don’t know where they shouldn’t park Self-driving cars are proving to be remarkably safe on the road and, so far, have demonstrated a better safety record than human drivers in many situations. However, like all technology, they still lack common sense. They may be able to navigate traffic... Why Interest Rates Could Stay Higher Than Many Expect One of the biggest debates in financial markets today is where interest rates are heading. While recessions can temporarily push yields lower, there are several long-term structural reasons why interest rates may remain elevated compared to what investors became accustomed to... Should You Buy or Sell That Luxury Brand Stock? Luxury brand stocks that sell high-end handbags, jewelry, and other luxury goods have been in a bear market for the past couple of years. After aggressively raising prices during and immediately following the pandemic, it appears the buying frenzy for luxury products has faded... The Paramount deal just can't stay out of the news Next month will mark one year since Paramount began its pursuit of Warner Bros. What started as an unsolicited bid eventually turned into an agreement for Paramount to acquire Warner Bros. in an $81 billion deal. However... Should U.S. Car Makers Like Ford and General Motors Diversify Their Businesses? It's no secret that the auto industry is highly cyclical, with periods of strong demand followed by inevitable slowdowns. Right now, both Ford and General Motors are generating significant cash flow and posting solid earnings despite paying billions of dollars in tariff costs and writing... A Weak Jobs Report, But There Were a Few Bright Spots There is no sugarcoating it, today's jobs report was weaker than expected and adds to the evidence that the labor market is continuing to cool. Total nonfarm payroll employment fell by 23,000 jobs in the month and May and June saw a combined negative revision of 103,000 jobs... Financial Planning: Understanding Net Unrealized Appreciation (NUA) Employees who have built up significant company stock inside their 401(k) may have a valuable tax planning opportunity called Net Unrealized Appreciation (NUA). NUA allows retirees to move ... Companies: Chipotle Mexican Grill, Inc. (Ticker: CMG)

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  Smart Investing with Brent & Chase Wilsey

  July 31st, 2026 | Chip Deals May Not Be Secure, Why Index Investing Disappoints, The Economy Is Stronger Than You Think, Leverage Risks, Here Come the Robots & More

  Jul 31, 202656 min

  Those Long-Term Chip Deals May Not Be as Secure as Investors Are Led to Believe When you listen to memory chip companies like Samsung Electronics, SK Hynix, and Micron Technology discuss their businesses, they often make it sound like customer contracts—some extending as long as five years—are essentially set in stone. Unfortunately, that's not entirely true. Yes, these companies have long-term agreements in place, but contracts in this industry are often renegotiated when market conditions change. If demand for memory chips weakens significantly, chip manufacturers have a strong incentive to work with their… Why Index Investing Could Leave You Disappointed Long Term I often hear people say, "Just buy the S&P 500 and forget about it. You'll be fine." While that sounds simple, investing is rarely that easy. Many investors don't fully understand how an index works or why it has performed so well in recent years. The S&P 500 has been driven largely by a handful of technology and AI companies. By blindly investing in the index, many people are simply participating in… The U.S. economy is still in much better shape than many people think. This week brought three major events for investors: GDP, PCE inflation, and the Federal Reserve meeting. While the headlines may have sounded mixed, the underlying data still paints a healthy consumer. Second-quarter GDP grew at a 1.5% annualized rate, below economists' expectations. At first glance, that may seem disappointing. But when you look under the hood, the economy continues to show resilience. Consumer spending, which accounts for nearly 70% of U.S. GDP, increased 3.2% after a weak first quarter where it only climbed 0.5%. That tells me… Leverage Is Fuel... Until It Becomes the Fire The last few weeks have been a reminder that leverage looks like a wonderful tool on the way up... but it’s a devastating one on the way down. FINRA's new margin rules have effectively replaced the 25-year-old Pattern Day Trader rule, allowing traders with as little as $2,000 to make… Here Come the Robots! Robots have been making their way into manufacturing for decades. The first industrial robotic arm, called Unimate, was installed in 1961 on the assembly line at a General Motors plant in Trenton, New Jersey. But today's robots are very different. They're no longer just stationary robotic arms bolted to the factory floor, they're starting to look and move like humans. That reality is beginning to make workers uneasy. At a Hyundai Motor plant in South Korea, employees have gone on a partial strike, with concerns over automation playing a role. Hyundai recently unveiled its humanoid robot, Atlas, which stands 6'2", weighs about 200 pounds, can lift up to 110 pounds, and can continuously carry nearly 70 pounds. It's easy to… Financial Planning: Tax Relief Coming for Older Home Sellers? The federal home sale capital gain exclusion has remained unchanged since 1997, allowing homeowners to exclude up to $250,000 of gain if single or $500,000 if married filing jointly when selling a primary residence. With home values rising significantly over the past three decades, particularly in high-cost areas like California, many long-time homeowners now face substantial capital gains taxes when downsizing. A new proposal, the Nest Egg Protection Act, would increase the exclusion to $1 million for homeowners age 65 and older who have owned and lived in… Companies Discussed: International Business Machines Corporation (Ticker: IBM)

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  Smart Investing with Brent & Chase Wilsey

  July 24th, 2026 | Netflix Losing Its Edge, U.S. Oil Running Low, Bank Stocks Worth Buying? Cheaper New Homes, Trading Frenzy Continues, Investment Scam Warning, Conservation Easements & More

  Jul 24, 202656 min

  Netflix Is Struggling to Stay on Top…. and the Stock Reflects It For years, Netflix has been the dominant force in streaming, consistently taking market share from its competitors. However, recent data suggests the competition is beginning to chip away at that lead… U.S. oil supplies are falling to concerning levels U.S. oil inventories have fallen to levels that should be a concern. The current U.S. oil stockpile is just under 410 million barrels. On a seasonal basis, we have not seen inventories this low since 2018. The seasonal comparison is important because summer is one of the highest-consumption periods of the year… Banks Had a Great Quarter, Is It Time to Invest? Last week, the banks reported financial results that topped estimates for both earnings and revenue. They also showed improved efficiency as expenses declined as a percentage of revenue. After such a strong quarter, you might think the coast is clear and it’s time to invest in the banking sector… Are new homes actually a better deal than existing homes? There is an interesting trend developing in the housing market: the median price of a newly built home is now lower than the median price of an existing home. Historically there has been about a 20% premium for new homes… Stock Trading Is Off the Charts! There is a frenzy happening in the stock market right now. With individuals buying and selling stocks, along with institutional investors constantly trading, Wall Street is generating enormous trading fees. But one has to ask the question: Does all of this activity make… If it sounds too good to be true, it probably is! A recent story in Barron’s highlights a warning that applies to everyone, not just professional athletes. Several current and former professional athletes reportedly invested in an online business opportunity that sounded too good to be true… Financial Planning: Conservation Easements: Valuable Planning Tool or Tax Trap? Conservation easements are a tax planning strategy that allows a landowner to permanently donate certain development rights to a qualified conservation organization in exchange for a charitable income tax deduction equal to the reduction in the property's value… Companies Discussed: Fiserv, Inc. (Ticker: FISV)

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  Smart Investing with Brent & Chase Wilsey

  July 17th, 2026 | META's Stock: Hidden Risks, Spring Home Sales Disappoint, AI's Steel Demand, Inflation Isn't Finished, Consumers Ignore Higher Gas, Social Security Changes Ahead & More

  Jul 17, 202656 min

  META's stock surged last week, but investors shouldn't ignore the risks. Meta shares climbed last week as Wall Street became increasingly optimistic about the company's AI strategy. The stock was up about15% for the week and erased the year-to-date losses. Investors are betting that Meta's enormous spending on AI infrastructure, custom chips, top engineering talent, and next-generation models will lead to faster revenue growth, stronger advertising tools, and new revenue streams over the next several years. The market clearly believes Meta has positioned itself as one of the leaders in the AI race. But while investors were celebrating, Europe reminded everyone that… The spring home sales season disappointed in June The spring home-selling season ended on a disappointing note. Through May, existing home sales had been showing signs of improvement, and many real estate professionals were becoming more optimistic about the housing market. However, June's data told a different story. The conflict involving Iran contributed to… Another Hidden Cost of AI: Steel Most people know that the AI buildout has driven up demand for advanced computer chips, contributing to higher prices for smartphones, laptops, and other electronics. They also know that AI data centers require enormous amounts of electricity, putting upward pressure on utility rates as more power is diverted to support AI infrastructure. But there's another cost that receives far less attention… Inflation Is Cooling... But Don't Pop the Champagne Yet The latest CPI report was another encouraging sign that inflation is moving in the right direction. Headline CPI declined 0.4% in June, marking the largest monthly drop since 2020, while the annual inflation rate slowed to 3.5% from 4.2% in May. Core inflation, which excludes food and energy, was flat on the month and eased to 2.6% year over year. Much of the improvement was driven by… Higher Gas Prices Aren’t Stopping the American Consumer If you were looking for evidence that higher gas prices are slowing down the American consumer, the latest retail sales report doesn’t provide much support. The headline number was relatively modest, with retail and food services sales increasing 0.2% from May. But the year-over-year numbers tell a much stronger story. Total retail and food services sales were… Financial Planning: What’s Next for Social Security The Social Security Trustees’ most recent solvency report highlights the need for Congress to address the program’s long-term funding shortfall. Under current projections, the retirement trust fund is expected to be depleted in 2032, at which point ongoing payroll tax revenue would be sufficient to pay only about 78% of scheduled benefits unless legislative changes are made. Importantly, this does not mean Social Security will become insolvent or stop paying benefits, it means… Companies Discussed: Nike, Inc. (Ticker: NKE) Read the complete article at SmartInvesting2000.com in our latest Smart Investing Newsletter.

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