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PODCAST

Daybreak with Anton

As an investment advisor and pilot, Anton incorporates topics on investing strategies with his love for aviation with guests that have insights on finances and unique adventures.

business investing

All Episodes

15:23

#160 - Small Business Owners and Consumers Slow...

Daybreak with Anton ·

2026/02/11

Over the past three days, we've received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvement remains modest. Read in this UPdate, our review of several reports concerning consumer and small business sentiment and our views for the stock market.

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19:20

#159 - Santa Claus Happy with Wall Street

Daybreak with Anton ·

2026/02/04

Several years ago, Simon Maierhofer, editor, and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new year. These three barometers are monitoring the performance of the S&P 500 during specific days of the prior year December Christmas and the new year. These three periods make up what is known as the "Santa Claus Barometer". The specific days for this Santa Claus barometer are:

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18:10

#160 - Gold and Silver

Daybreak with Anton ·

2026/01/21

Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 2025 as a developing favorable asset class. We ultimately decided to add gold and silver miners to Up Capital Model portfolios in the second quarter of 2025. Listen to this UPdate our analysis of the precious metals and miners and the potential for continued gains in 2026.

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14:38

#158 - Why Venezuela Doesn't Matter - Yet

Daybreak with Anton ·

2026/01/07

The year has now begun with a jolt of geopolitical disruption from Washington. Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a dramatic 2:00 a.m. local-time operation by elite U.S. Delta Force units. The mission captured President Maduro and his wife and transported them to the United States, where they now await trial. Read in this UPdate our view of these recent events and the potential impact on the oil industry.

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17:37

#157 - Market Pauses and Investors Panic

Daybreak with Anton ·

2025/12/17

The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annual gains, with the S&P 500 up 76.52% and the NASDAQ soaring 119.4% since January 1, 2022. Hopefully, relentless negative messaging from the major media outlets did not keep you on the sidelines and prevent you from participating in these solid gains over the past three years. Listen to this UPdate our

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17:42

#156 - The Limitations of Wealth

Daybreak with Anton ·

2025/12/09

As an investment advisor, I've had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profession, one truth has become unmistakably clear: wealth has its limits. In this UPdate, you'll read examples of clients who not only achieved financial success but also made intentional sacrifices to uphold personal standards they refused to compromise.

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14:18

#155 - Compassion in Action: Justin and Kelli...

Daybreak with Anton ·

2025/11/27

Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children's Research Hospital. Justin and Kelli are the founders of Trinity Constructors, a leading commercial construction company with offices in Texas, Tennessee, and Colorado. Listen to this UPdate our experience attending this dinner event and the impact this organization has had on Justin and Kelli.

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15:29

#154 - Announcing Anton's New Book

Daybreak with Anton ·

2025/11/19

Today marks the release of the 2nd Edition of Physicians' Guide to Wealth on Amazon. And despite its title, this book is not just for doctors. It's for anyone who wants to build wealth, understand financial markets, and achieve financial independence. In this UPdate, we outline key topics in this book that includes an overview of Anton's research on repeating and unbroken economic cycles of growth and contraction.

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20:27

Innovation in Search of a Problem: From Restrooms to...

Daybreak with Anton ·

2025/11/12

Engineers have a remarkable talent for inventing solutions to problems most people didn't even know existed. Consider the humble public restroom. For decades, we managed perfectly well with the trusty twisty-knob faucet—left for hot, right for cold. Simple. Functional. Civilized. Now, in this UPdate, we take a look at businesses pouring millions—and in some cases, billions—into AI, often with no clear plan for how that investment will actually deliver returns.

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19:31

#152 - Did You Miss the Gold Rush

Daybreak with Anton ·

2025/10/29

If you missed the market rotation mid last year to gold and precious metal miners, you may be asking if it's too late to jump on? We started adding gold and silver miners in the first quarter of this year. Gold has become another key asset for our portfolios to diversify our very profitable positions in AI and technology. Listen to this UPdate our analysis of the AI boom and the precious metal rally that began in early 2024 with forecasts of how much longer these trends may continue.

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24:25

#151 - Signals of a Stock Market Crash

Daybreak with Anton ·

2025/10/22

Investors are enjoying a robust stock market rally with NASDAQ and possibly the S&P 500 completing three consecutive years of 20%+ annual gains. Meanwhile, Berkshire Hathaway has amassed a record-breaking cash reserve, reaching an all-time high of $347.7 billion in the first quarter of 2025. This represents more than a threefold increase in just three years, driven largely by aggressive stock sales and what their investment committee led by Warren Buffet perceives as a lack of attractive investment

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15:44

#150 - The Uneasy Rebound: Why Small Business...

Daybreak with Anton ·

2025/10/14

Small business owners have endured a difficult four years. Before the global COVID-19 pandemic, many were benefiting from economic growth between 2017 and 2020. But when the pandemic struck, supply chains became strained and inflationary pressures intensified, even as consumer behavior shifted and work moved largely into people’s homes. Consequently, the small business optimism index by the National Federation of Independent Businesses (NFIB) plunged in early 2020 to its lowest reading in four

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17:34

#149 - Housing Boom or Bust?

Daybreak with Anton ·

2025/10/08

My selection of reports to write about is getting narrowed as multiple reporting US Federal agencies have stopped releasing economic data due to the Federal government shutdown. However, just before the government shutdown, the Federal Housing Finance Agency, (FHFA) released their housing price index for July based on home purchases with mortgages financed or bundled by federal housing agencies. Listen to 4this UPdate our analysis of the housing market and potential impact on the stock market.

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15:24

#148 - Imports and Exports Costs Declining

Daybreak with Anton ·

2025/09/24

Last week we reviewed the changes in prices from manufacturers and producers. Based on the reports from the US Bureau of Labor Statistics, the annual increase of the Producer Price Index (PPI) declined in August to 2.6% Year over Year (YoY) compared to July’s YoY annualized rate of 3.06%. Today, we will look further into the supply chain processes at cost changes of imports to our US producers. We will also look at export costs to our foreign partners as the changes will eventually impact US

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20:08

#147 - Inflation is Down and Tariffs are Up?

Daybreak with Anton ·

2025/09/16

To determine the future costs of consumer goods one needs to monitor the costs to producers. If producer costs go up then it is only a matter of time until your costs increase at the retail level. Read in this UPdate our reporting on the changes of Producer Price Index (PPI) and Consumer Price Index (CPI) and what impact tariffs may be playing in future price increases.

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16:02

#146 - Rescue Work in Hunt, Texas

Daybreak with Anton ·

2025/09/03

Many of you read about the tragedy in the small town of Hunt in the Texas Hill Country. Torrential rain poured from July 4th to the 7th and then resumed again July 12 -13. The Guadalupe River that runs around the town quickly rose with water levels rising over 30’ in the town of Hunt. By the time water levels finally receded, 132 fatalities were confirmed including 27 children attending Camp Mystic, a girl’s camp, located along the Guadalupe River. Listen in this UPdate, Anton’s experience

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21:43

#145 - The Stagnant Housing Market of 2025

Daybreak with Anton ·

2025/08/27

After the Federal Reserve raised their discount rate 500% in 2022 and 2023 taking mortgage rates up with them, housing activity has hit a brick wall. Since mid-2023, prospective home buyers have remained on the sidelines happy to remain with their current home or as renters. Listen in this UPdate our analysis of the housing market, its impact on the stock market, and our projections for the balance of this year.

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18:01

#144 - Perception vs Reality

Daybreak with Anton ·

2025/08/20

There is a widening range of sentiments between individuals and business owners. The question is who is right and is perception reality? As we have mentioned in past Updates, consumers have only been this dire about the economy and their financial future in three other periods since 1978. Listen in this UPdate, our observations of the sentiment of these two sectors of the economy and the potential impact on the economy.

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24:48

#143 - Are Turbulent Times Ahead?

Daybreak with Anton ·

2025/08/06

My grandson, Anton the 5th, and I flew our Piper Cherokee laterally across the country from southern Texas to the Annual AirVenture event in Oshkosh, Wisconsin earlier this month. Flying through the mid-west during the summer is always a challenge with pop-up thunderstorms, tornadoes, rain, and low cloud ceilings. The economy is starting to also show new signs of potential turbulence. Listen in this Weekly UPdate our assessment of the economy and stock market and how you might consider navigation

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21:31

#142 - AI Coming to a Job Near You

Daybreak with Anton ·

2025/07/30

AI has exploded onto the scene led by supercomputing chips by Nvidia (NVDA). Initially, CEO’s and CTO’s (Chief Technology Officer) were evaluating the potential of this new highly advanced self-learning technology. When introduced, the application of AI was limited to basic business functionality primarily with phone systems. Read in this UPdate our review of how AI may be affecting you and where new investing opportunities may be developing.

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