What Professional Investors Are Doing Right Now with Kevin Simpson
Mar 25, 2025
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Kevin Simpson, Founder and CEO of Capital Wealth Planning, shares vital insights on navigating today's tumultuous market. He discusses strategies pro investors employ during downturns and identifies lucrative opportunities in declining stocks. Kevin highlights the resurgence of dividend stocks and their role in wealth creation. The conversation also dives into the emotional hurdles retail investors face, emphasizing the importance of a long-term approach while exploring investment prospects in major tech companies like NVIDIA and Tesla.
Investors are encouraged to adopt dollar-cost averaging strategies to capitalize on market dips while maintaining a long-term investment outlook.
The introduction of user-friendly investment platforms simplifies bond purchasing, providing a wider range of options for portfolio diversification.
Deep dives
Simplified Bond Investments
Investing in bonds has become easier and more user-friendly through a new platform. Unlike the cumbersome traditional methods of purchasing treasuries, this brokerage allows users to access a wide range of bond options directly from their phones, making the process straightforward. Investors can now select from thousands of bonds, including both government and corporate options. The platform also offers other investment avenues such as stocks, ETFs, options, and high-yield cash accounts, providing a holistic approach to portfolio management.
Managing Credit Card Debt
The rising costs of living have led many individuals to rely heavily on credit cards, which can pose a risk of accumulating debt. A solution to combat this trend is the introduction of a secured credit card that helps users build credit while avoiding high-interest rates and fees. This card allows users to control their spending by using only the money they set aside, fostering responsible financial habits. Implementing such financial tools can prevent the pitfalls of credit card debt as consumers navigate through tougher economic conditions.
Market Volatility Perspectives
Recent fluctuations in the stock market have raised concerns about a potential recession, but there are factors that suggest a resilient economy. Investors are reminded that a 10% market pullback does not necessarily indicate a recession; instead, it should be viewed in the context of historical trends. The current labor market remains robust, and economic growth continues, albeit at a slower pace. Thus, while some volatility may persist, the fundamental indicators point towards an overall stable economy.
Investment Strategies in a Down Market
The current market environment may offer unique opportunities for investors to adopt strategic dollar-cost averaging approaches. This involves regularly investing fixed amounts over time, which can help mitigate the impact of market downturns. Purchasing during dips can position investors advantageously for future growth without attempting to time the market. Emphasizing the importance of a long-term perspective, it is crucial not to panic sell during downturns but instead to focus on smart buying opportunities.
Earliest this month, the stock market had its worst day in years. Is this the beginning of the recession we’ve been bracing for? That’s just part of what Nicole covers today with Kevin Simpson, the Founder and Chief Executive Officer of Capital Wealth Planning, an investment advisory firm with $10 billion of assets under management. Kevin and Nicole cover what moves pro investors make during stock market crashes, and where he’s seeing opportunities right now. Plus, Kevin gives his take on the stocks that are causing the biggest stir on The Street.
Learn more about Kevin's work here: https://kevinsimpson.com/
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Treasury accounts offering 6 months T-Bills are offered by Jiko Securities, Inc.,member FINRA & SIPC. Securities in your account are protected up to $500,000. For details: www.sipc.org. Banking services and the Bank Accounts are provided by Jiko Bank, a division of Mid- Central National Bank. For U.S. Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value. Treasuries risk disclosures, see https://jiko.io/docs/treasuries_risk_disclosure.pdf. See public.com/#disclosures-main.
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