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cover of episode Inside the Mind of Wall Street’s Father-Son Duo: What Most Investors Get Wrong | Ep. 239 with Ken and Connor Mahoney Founders of MahoneyGPS

Inside the Mind of Wall Street’s Father-Son Duo: What Most Investors Get Wrong | Ep. 239 with Ken and Connor Mahoney Founders of MahoneyGPS

2025/7/4
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Founder's Story

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Ken Mahoney: 我认为人工智能目前还处于发展的初期阶段,就像棒球比赛的第二或第三局。尽管存在一些负面消息,例如关税等,但实际上有大量的资金正在涌入这个领域。例如,亚马逊计划在人工智能和数据中心上投入1030亿美元,而微软的投资额也高达930亿美元。这场竞赛的目标是构建更快、更好的技术。我们希望能够追踪资金的流向,并从中获利。此外,我们可以回顾一下2020年新冠疫情期间,大量的资金流向了诊断和医疗设备领域。现在,五年后,随着疫情逐渐消退,大量的资金正投入到技术领域,以保持竞争力。 Connor Mahoney: 我观察到许多机构投资者开始建立空头头寸,这实际上为市场提供了更多的上涨动力。从更长期的仓位和期权来看,市场似乎正在朝着新的高点前进。标普500指数可能会达到6100点左右。总的来说,机构的仓位情况表明,在六月底之前,市场可能会继续上涨。

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Ken and Connor Mahoney, the father-son team behind MahoneyGPS), to unpack three decades of experience navigating Wall Street. They talk market cycles, the AI boom, crypto hype, IPOs, and why compound interest might still be the greatest secret weapon in investing.

Key Discussion Points:

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How Ken built a 36-year Wall Street career and stayed relevant through market upheavals

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Why AI is still in the early innings—and where institutional money is flowing now

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The psychology of crypto and why Gen Z sees it as more than an asset class

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Father vs. son: generational differences in investing mindset and portfolio strategy

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Why dividend stocks may no longer be the answer for retirees

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The future of the dollar, global currencies, and where to stretch your money

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Their daily newsletter and media presence across CNBC, Bloomberg, and Fox

Takeaways:

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Great companies don’t just survive—they reinvest, grow, and reward shareholders

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Compound interest is still the most powerful (and underused) investment tool

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Technology is the new infrastructure—and the market rewards those who keep up

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Crypto remains a high-risk, high-reward trading vehicle—not yet a true currency

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The U.S. dollar still reigns, despite temporary global shifts

**Closing Thoughts:**Ken and Connor Mahoney are living proof that timeless market wisdom and forward-thinking strategy can coexist. Whether it’s riding the AI wave or challenging traditional retirement investing, they’re rewriting the rules while staying grounded in discipline and data.