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PODCAST

CB3 Financial

Charles Brown, III

Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)

business investing

All Episodes

00:05:47

CB3 LIVE! - Update. Ep 33: "The SHOCK & AWE of the...

CB3 Financial ·

2025/01/23

As investors, we are much more interested in how politics leads to policy, policy that leads to investment opportunities. On January 21, 2025, President Donald Trump announced a massive $500 billion private sector investment initiative called “Stargate,” aimed at developing artificial intelligence infrastructure in the United States. This ambitious project is a collaboration between three major tech players: 1. OpenAI, represented by CEO Sam Altman 2. Oracle, represented by co-founder and CTO

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00:04:50

CB3 LIVE - Update. Ep 32: "The Art of the Deal and...

CB3 Financial ·

2025/01/13

WOW! 2024 was a 20%+ year, just like 2023! What about 2025? What is ahead for Trump, Greenland, Canada, and the Panama Canal?? ALL or ANY of these can and will affect the markets and our portfolios! LISTEN NOW! We will see you next Thursday night for the January edition of CB3LIVE!

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00:06:21

CB3 LIVE - Update. Ep 31: "January Market Outlook and...

CB3 Financial ·

2025/01/03

WOW! 2024 was a 20%+ year, just like 2023! What about 2025? How will the Trump administration influence the markets? And China? And Energy? It’s all here and more! LISTEN NOW! We will see you next Thursday night for the January edition of CB3LIVE!

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00:06:02

CB3 LIVE! - Update. Ep 30: "How Do You Read Your...

CB3 Financial ·

2024/12/09

If you’ve been bewildered a complication monthly statement from your brokerage firm, you’re not alone. Join Charles for this podcast as he walks you through, step-by-step, the various pages, trading data, and asset groupings of an investment report issued from your broker.

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00:07:33

CB3 LIVE! - Update. Ep: 29: "November Wrap Up /...

CB3 Financial ·

2024/12/03

What a November to Remember it was! New stock market lifetime highs, a new President of the U.S. who is very pro-U.S. Dollar, and political alliances which shift in a way that will be positive for the U.S. stock market in 2025. It’s all here and more in our CB3LIVE! Update featuring the monthly review for November and preview for December. Charles even provides a prediction for 2025! JOIN US!

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00:25:19

CB3 LIVE! - Update: "CB3 & Bowley - Two Money...

CB3 Financial ·

2024/11/18

What happens when two money managers with dissimilar strategies by similar market objectives connect? Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients. NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn! https://youtu.be/bqzLgoMRlcQ

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00:07:55

CB3 LIVE! - Update. Ep 28: "Post-Election Insights"

CB3 Financial ·

2024/11/08

MOVE OVER, GROVER! Donald Trump is returning to the White House. How will his policies affect us in early 2025? Will our portfolios experience more — or less - volatility from the plethora of Trump’s economic policy changes. We explore that and more on this salient update from Charles Brown, Portfolio Manager with CB3 Financial.

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00:03:20

CB3 LIVE! - Update. Ep 27: "Portfolio Manager OR...

CB3 Financial ·

2024/10/31

Financial professionals have different names and titles and even different roles. In this podcast, Charles explains the difference between managing portfolios and managing wealth. Both disciplines are very important. CB3 Financial see this two-pronged strategy as integrated for our clients behalf. Learn on this episode why this distinction matters to your money!

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00:03:16

CB3 LIVE! - Update. Ep 26: "Teach Your Children Well"

CB3 Financial ·

2024/10/24

Crosby, Stills and Nash knew what they were doing when they wrote a song by this name.They were aiming to encourage older generations to help younger ones. As it applies to wealth management, we must teach our children well, including the principles that we have learned as seasoned investors so that they get on track at an early age. Nothing can replace starting wise investing earlier in life, the way many of us did to generate our wealth. That single lesson is a start of what to convey

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00:05:29

CB3 LIVE! - Update. Ep 25: "The Roaring Bull Market...

CB3 Financial ·

2024/10/21

So far, October has been one record high after another. Now, we enter the worst week historically in the last 70 years with the stock market! Charles talks about the news events and earnings reports that could tilt the market up or down in the next five days. Be sure to tune in for this week’s CB3 Live! update!

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00:04:46

CB3 LIVE! - Update. Ep 24: "What Is The Toughest Part...

CB3 Financial ·

2024/10/16

Many people would say that the toughest part of what we do as portfolio managers is dealing with the market and the incredible volatility that can occur from time to time. But as Charles explains in this podcast, interpersonal relationships always take priority over stock management matters when it comes to helping a client who has suffered a significant personal loss. Join Charles to understand this emotional and very important discussion on managing grief as an portfolio manager.

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00:17:10

CB3 LIVE Update - SPECIAL PRESENTATION: The Trippi...

CB3 Financial ·

2024/10/14

Politics is a source of stress in at least 40% of the U.S. population. Symptoms ranging from high anxiety, depression, insomnia, and even suicidal thoughts. Andrea Trippi, and Tommy Else of The Trippi Coaching Podcast share the negative impacts this can have on both your emotional and physical well being, as well as ways to maneuver it. If you enjoy this episode and would like to hear more about how to elevate your own personal health and wellness, please SUBSCRIBE to The Trippi Coaching Podcast

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00:08:19

CB3 LIVE! - Update. Ep 23: "September /October...

CB3 Financial ·

2024/10/03

We survived the ugly month of September. Now, what will happen in “ROCKtober,” historically the most volatile trading month of the calendar! Politics, wars, and the FED — which will affect our portfolios the most over the next 30 days. Join us for CB3LIVE! UPDATES’s monthly edition!

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00:05:11

CB3 LIVE! - Update. Ep 22: "Monday September 30th, 2024"

CB3 Financial ·

2024/09/30

Will this September break the historical trend? Stocks look to close up for the month. Now we head into the most VOLATILE month of the calendar! What does this mean for your portfolio? Join us now!

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00:03:06

CB3 LIVE! - Update. Ep 21: "The Post-FED Aftermath"

CB3 Financial ·

2024/09/20

The FED surprised many pundits — myself included — with a 50- rather than 25-basis-point Fed Funds rate cut. Thursday, the market responded with lifetime highs in the DOWN & S&P 500. Will the NASDAQ follow? We’ll discuss it here!

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00:05:23

CB3 LIVE! Update. Ep 20: "Word Salad vs Cat Eaters"

CB3 Financial ·

2024/09/13

Our Presidential candidates are talking word salad and animal-eating illegal immigrants! You cannot be serious, man!! Here’s my most caustic-to-date political commentary from the September CB3Live! Buckle your seatbelt.

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00:04:15

CV3 LIVE! Update. Ep 19: "Saturday September 7th, 2024"

CB3 Financial ·

2024/09/09

September is with us and it looks like the markets are, so far, behaving accordingly. But have no fear, CB3 analysis is here! Get into the details of last week and look ahead to this week’s markets. Please don’t miss this episode.

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00:03:03

CB3 LIVE! - Update. Ep 18: "Tuesday’s Market...

CB3 Financial ·

2024/09/04

Even though the monthly CB3LIVE! Update was just posted yesterday, Charles is back again today, Wednesday the 4th, after Tuesday’s market meltdown. He will discuss why the market plummeted and much more in this pertinent episode of CB3LIVE! Update.

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00:06:28

CB3 LIVE! Update. Ep 17: "OH NO! September Is The...

CB3 Financial ·

2024/09/03

Since 1950, September is the only month of the twelve that has had negative performance on average for almost the last 75 years. With an election in sixty days and the FED preparing to FINALLY cut rates, will 2024's September differ from its history? Charles will discuss all that and more in this pertinent episode of CB3LIVE! Update.

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00:04:41

CB3 LIVE! - Update. Ep 16: "IRA vs ROTH vs SEP-IRA:...

CB3 Financial ·

2024/08/28

IRAs are a great retirement planning investment strategy? But which IRA is best for you? Is it possible to use two types of IRAs together? Charles answers those and more questions on this vital podcast

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