The 9Innings Podcast

Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks"

14 min · 19. touko 2026
jakson Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks" kansikuva

Kuvaus

In this episode of the 9innings Podcast: Econ 101, Kevin Thompson breaks down one of the biggest questions in today’s economy: Why are stock markets hitting all-time highs while consumers feel financially strained? Kevin explains how markets measure earnings, cash flow, liquidity, and future expectations — not consumer emotion. He walks through how inflation can temporarily boost corporate profits, why higher prices can offset weaker consumption, and how components of GDP like AI investment, government spending, and energy exports continue supporting economic growth. The episode also explores the growing disconnect between Wall Street and Main Street, the role inflation plays in sustaining nominal GDP growth, and why markets can continue climbing even during periods of economic discomfort. But Kevin also warns that this environment has limits. Once consumers begin materially reducing demand and debt costs outpace economic growth, the risks to markets and the broader economy increase significantly. Topics include inflation, GDP, AI investment, government spending, energy markets, debt servicing costs, consumer demand, and why stocks often rise during inflationary periods. (00:00) — Why Are Markets at All-Time Highs? (03:30) — Inflation, Consumption, and GDP (06:30) — AI Investment, Government Spending, and Energy (09:45) — The Real Risk: Debt, Interest Payments, and Market Fragility NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page [https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 [https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idisclosure/disclosure [https://sites.google.com/view/9idisclosure/disclosure]

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176 jaksot

jakson 🚪 The IPO Exit Strategy: Why Retail Investors Are Buying What Insiders Are Selling 💰 kansikuva

🚪 The IPO Exit Strategy: Why Retail Investors Are Buying What Insiders Are Selling 💰

In this episode of the 9innings Podcast, host Kevin Thompson — CEO of 9i Capital Group — breaks down the current IPO boom featuring companies like SpaceX, OpenAI, and Stripe. Kevin cautions retail investors against getting swept up in the hype, noting that IPOs primarily serve as exit opportunities for early investors and venture capitalists. He highlights concerning trends including shortened lockup periods and faster index inclusions, while reminding listeners that great companies don't always make great investments. His key takeaway: valuations and fundamentals matter, and the easy money has likely already been made. (00:00) – The IPO Boom Is Back: What Retail Investors Need to Know (00:51) – Why SpaceX, Stripe, and Others Are Going Public Now (03:21) – The New IPO Rules: Accelerated Lockups & Forced Index Buying (05:49) – Great Company ≠ Great Investment: The Valuation Problem (09:06) – Why Insiders Are Selling and What Retail Investors Should Watch NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page [https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 [https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idisclosure/disclosure [https://sites.google.com/view/9idisclosure/disclosure]

9. kesä 202615 min
jakson FoF: 🔥 The Middle-Class Millionaire: Why $1 Million Isn't What It Used To Be kansikuva

FoF: 🔥 The Middle-Class Millionaire: Why $1 Million Isn't What It Used To Be

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of Facts Over Feelings on the 9Innings Podcast, Kevin Thompson explores how inflation has fundamentally changed what it means to be a millionaire in America. Using historical inflation data, he breaks down why $1 million today doesn't carry the same buying power it did in 1980, 2000, or even just a few years ago. Kevin introduces the concept of the "Middle-Class Millionaire," arguing that a net worth of $1-3 million is increasingly becoming the baseline for maintaining a middle-class lifestyle rather than a symbol of extraordinary wealth. He discusses the shift from pensions to 401(k)s, the growing burden placed on individual investors, and why purchasing power—not the number on your account statement—should be the true measure of financial success. The episode also examines the hidden costs of inflation, the risks of holding excessive cash, and why ownership of productive assets has historically been one of the most effective ways to protect and grow wealth over time. If you've ever wondered whether $1 million is still enough, this episode is for you. (00:00) The Middle-Class Millionaire: Why $1 Million Isn't Rich Anymore (04:09) Retirement Reality: Why a Million-Dollar Nest Egg Doesn't Go as Far (07:20) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page [https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 [https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idisclosure/disclosure [https://sites.google.com/view/9idisclosure/disclosure]

2. kesä 202614 min
jakson Econ 101 🔥 Medicare DisAdvantage: The Changes Seniors Need To Know 🔥 kansikuva

Econ 101 🔥 Medicare DisAdvantage: The Changes Seniors Need To Know 🔥

In this episode of Econ 101 on the 9 Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, explores how artificial intelligence, privatization, and cost containment are quietly reshaping Medicare. He discusses growing concerns around AI driven systems like the WiSer platform and how increased prior authorizations, delays, and denials could impact seniors seeking care. Kevin also examines the broader shift toward profit driven healthcare models, declining physician participation due to reimbursement pressures, data privacy concerns, and the growing complexity of Medicare Advantage plans. He encourages retirees and caregivers to understand their rights, protect their personal medical information, and build strong support systems to help navigate an increasingly bureaucratic healthcare landscape. (00:00) Introduction to AI and Medicare (02:33) The WiSer System and AI Driven Denials (05:10) The Privatization Shift Inside Medicare (08:56) Why Doctors Are Leaving Medicare NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei [https://substack.com/@9icapital?r=2ei]... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazF5eWNBWnNjUHZDWHBvQUFxa2FJUGJUeUR2d3xBQ3Jtc0tuODJTMmFNV3NVd3J4akNVdFRpZ0o0UXB5Q2NtSC1JdlhPbzBOZzR0OTFkelZ1bUFtWVpSWjIyTlVLbXlpbnctRzAxSFRZOUtFX2tUdE16U3Mtbm1hVlp2YU1qaG5zcHplM1dxNl8wOVRBdlhCeVI0TQ&q=https%3A%2F%2Fsubstack.com%2F%409icapital%3Fr%3D2eig6s%26utm_campaign%3Dprofile%26utm_medium%3Dprofile-page&v=ZtEqYJAc1TE] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE- [https://www.amazon.com/MLB-CFP%C2%AE-]... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkRwaUhBX2J3VXJ6TmFscy1kUl9SbTZ2THlId3xBQ3Jtc0tsZlZTVEpTSldXSVc1QWpMZ0x1cmR4LVJPSnlKTWRVLWVUSmlCRTc5bnA4Mng5Z2tFcno1NV9SYkRSMUhrY0VKQUw4LUFlaVVSYlNPOFBneDU2dkluWEVVQ0ZoTXRZblFjZG5QV2tpYjhFcDVtaVBsSQ&q=https%3A%2F%2Fwww.amazon.com%2FMLB-CFP%25C2%25AE-90-Feet-Counting-ebook%2Fdp%2FB0BLJPYNS4&v=ZtEqYJAc1TE] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idiscl [https://sites.google.com/view/9idiscl]... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazlaOF9jMjMxemJKTUdiTTNreUN6RW1WYkp2Z3xBQ3Jtc0tra19ESEd0TnYybGRvVlhEOC1aNWx1MXJvZUttcXI0NnF0WUtWQmtRelEyd1RBWU1sYXVGWG0tQ2ttN25qMVRlVC0ybFZKMGM1VzRmRC0zcFg2N1pLc0N1LXpxblM5WF9MOThGRUhSWko1XzNmbm80aw&q=https%3A%2F%2Fsites.google.com%2Fview%2F9idisclosure%2Fdisclosure&v=ZtEqYJAc1TE]

26. touko 202613 min
jakson Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks" kansikuva

Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks"

In this episode of the 9innings Podcast: Econ 101, Kevin Thompson breaks down one of the biggest questions in today’s economy: Why are stock markets hitting all-time highs while consumers feel financially strained? Kevin explains how markets measure earnings, cash flow, liquidity, and future expectations — not consumer emotion. He walks through how inflation can temporarily boost corporate profits, why higher prices can offset weaker consumption, and how components of GDP like AI investment, government spending, and energy exports continue supporting economic growth. The episode also explores the growing disconnect between Wall Street and Main Street, the role inflation plays in sustaining nominal GDP growth, and why markets can continue climbing even during periods of economic discomfort. But Kevin also warns that this environment has limits. Once consumers begin materially reducing demand and debt costs outpace economic growth, the risks to markets and the broader economy increase significantly. Topics include inflation, GDP, AI investment, government spending, energy markets, debt servicing costs, consumer demand, and why stocks often rise during inflationary periods. (00:00) — Why Are Markets at All-Time Highs? (03:30) — Inflation, Consumption, and GDP (06:30) — AI Investment, Government Spending, and Energy (09:45) — The Real Risk: Debt, Interest Payments, and Market Fragility NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page [https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 [https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idisclosure/disclosure [https://sites.google.com/view/9idisclosure/disclosure]

19. touko 202614 min
jakson 🎙️Facts over Feelings: The Scam Economy: How Retiree's Are Being Targeted kansikuva

🎙️Facts over Feelings: The Scam Economy: How Retiree's Are Being Targeted

ON THIS WEEKS PODCAST: In this episode of Facts Over Feelings, Kevin Thompson of 9i Capital Group breaks down the growing scam epidemic targeting everyday Americans. From fake package delivery texts and fraudulent bank calls to romance scams and deceptive investment schemes, Kevin explains how scammers weaponize urgency, fear, and emotion to manipulate victims. This episode is about more than money. It is about protecting your identity, your peace of mind, and your life savings. Kevin also delivers an important reminder: intelligent people get scammed every single day. The key is slowing down, verifying everything, and never making financial decisions under pressure. In a world built on speed and panic, patience may be your greatest defense. (00:00) Introduction to Modern Scams (01:20) Package Delivery Scams (03:35) Fake Bank Fraud Calls (04:46) Tech Support Scams (05:59) Romance and “Pig Butchering” Scams (08:31) Guaranteed Return Investment Scams (11:04) Final Thoughts and Protection Tips NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page [https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page] Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 [https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4] Website: http://www.9icapitalgroup.com [http://www.9icapitalgroup.com] Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com [http://SwoleNerdProductions.com] Disclosure: https://sites.google.com/view/9idisclosure/disclosure [https://sites.google.com/view/9idisclosure/disclosure]

12. touko 202612 min