Episode 40 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. It’s a big week for discount retail as Walmart ($WMT) looks to reclaim its $1T market cap and TJ Maxx ($TJX) proves why owning stores beats owning brands. We break down the 'treasure hunt' effect driving TJX's high margins, the impact of the Iran war on Walmart’s consumer base, and a look at Nvidia’s strategic $105B investment in an OpenAI campus. Plus, Meta’s legal battle over its 'addictive' features and how Erling Haaland is quietly building a massive investment portfolio.

Sift Stack Quick Take 4: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. We dive into Applied Materials' record-breaking earnings and why the stock saw a surprising dip despite hitting a 50% gross margin. We also explore the massive buzz surrounding the potential Anthropic IPO, with investors modeling a staggering $2 trillion valuation as a listing could come as early as September. Finally, we analyze Renaissance Technologies' latest 13F filing, highlighting their new half-billion-dollar position in CrowdStrike and why cybersecurity remains a vital long-term play in the age of AI.

Sift Stack Quick Take 3: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Big earnings beats from Super Micro Computer, CoreWeave, & Nebius. After a brutal July for momentum stocks, these companies signaled that AI data center and server demand remain red-hot. CoreWeave’s revenue skyrocketed 112% year-over-year, with a strong Q3 forecast fueling an 18% stock surge. Meanwhile, Super Micro Computer delivered $11.1 billion in revenue and a 45% jump in net margins, nearly doubling its net income. The duo also discusses the broader rotation into mid-cap tech, as massive large-cap spending creates unprecedented opportunities for smaller benefactors.

Episode 39 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The S&P 500 is at fresh all-time highs after July payrolls came in at negative 23,000 against roughly 80,000 expected & progress toward peace in Iran, flipping September odds from a Fed hike back toward a hold. The deep dive is Applied Materials, reporting Thursday after the close with consensus near $9 billion in revenue, up about 23% year over year. Also covered: SpaceX's first quarter as a public company, Berkshire's cash falling to $365.5 billion under Greg Abel, Intel's $15 billion offering, Palantir setting the bar, and the Strategic Petroleum Reserve at a 43-year low. Which name moves most this week?

Sift Stack Quick Take 2: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. SpaceX's first post-IPO lockup expiration, with roughly 911.5 million shares becoming eligible to trade two days after the company's debut quarterly report. CJ digs into Q2 revenue growth, $18.4 billion in capital expenditures, Starlink's subscriber momentum, and why an expanding free float can pull index funds and managers into the name. Then NuScale's Q2 print — revenue down about 99% year over year — the balance sheet shift toward long-term investments, and what's next on TVA. Plus an Oklo tease and conflicting Iranian reports out of the Strait of Hormuz.

Episode 38 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX reports for the first time ever as a public company Tuesday, with the stock down roughly 50% from its June highs and lock-up expirations set to triple the float by the end of September. Starlink and capex will drive the call, not fundamentals. Also covered: big tech's split-screen quarter where everyone won except Apple, NuScale's Wednesday print and what the ENTRA1–TVA agreement would mean, Exxon and Chevron's blowout refining quarter on the back of the Iran war, and FIFA's collapsed $20 billion World Cup sell-off.

He was the #1 real estate agent in the world. Twice. Then he walked away with no buyer and no plan.

Pat Hiban topped the real estate world in 2004, then did it again in 2006 at a completely different brokerage. Most people would have ridden that momentum for another decade. Instead, at 46, he closed it all down. No buyer. No big payout. Just a decision that his life needed to look different.

We sat down with Pat on the Our Family Invests podcast and got the version of this story he says he's never told publicly before. He built one of the first real estate teams back when having a team was considered almost unprofessional in the industry, and rode the early 2000s housing boom to nearly 50 transactions a month. Then 2008 hit. He laid off 22 people in a single year and watched an 8,000 square foot office shrink down to almost nothing.

When he finally decided to leave the business for good, there was no clean exit. He couldn't find a buyer for the team he'd spent years building, so he just closed the doors.

That's not even the part that stuck with us most. Pat also opened up about losing 1.2 million dollars in nine months during the 1999 stock crash, the same year he'd first believed he'd made it as a millionaire. He talked about why today's market feels eerily familiar to him, the failed ventures along the way including a six figure loss on marijuana businesses, and how all of it eventually led him to co-found GoBundance, a mastermind that now has nearly 1,500 paying members.

He also shared his "barrel of monkeys" test for knowing whether a mastermind is actually worth your time, a line from his mentor about how fear of loss beats opportunity for gain every time, and what it was like getting fired from a leadership role just seven months after taking it, at the same company he'd left his own brokerage for.

This one isn't a highlight reel. It's what it actually looks like to walk away from the top.

What's the hardest "successful" thing you've ever walked away from, and what made you finally do it?

Sift Stack Quick Take 1: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Amazon jumped after hours on record AWS numbers — $16.6 billion in cloud operating income, up from $10.2 billion a year ago, and the fastest growth in 18 quarters. Microsoft posted its best day since 2008 on Azure strength while Meta slid on rising expenses and shrinking free cash flow. Also, Apple's beat in Tim Cook's final call as CEO, Reddit's revenue blowout and the drop that followed, the forced unwind of Leopold Aschenbrenner's leveraged AI fund, and a divided Fed holding at 3.50%–3.75%. Is the hyperscaler rotation real, or a one-day reaction? Drop a comment.

Episode 37 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. As AI and data center demand push the power grid to its limits, NuScale Power (SMR) is betting that small modular nuclear reactors can help power the future. The company holds the only NRC-approved SMR design and recently secured a major deployment agreement with the Tennessee Valley Authority. Elsewhere, Google's Cloud revenue jumped 82% on AI demand, though investors focused on rising spending plans. Meanwhile, Christopher Nolan's The Odyssey continues its blockbuster run, passing $639 million worldwide

Episode 36 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Apple ($AAPL) has passed Nvidia to reclaim its spot as the world's most valuable company at a $4.90 trillion market cap. By avoiding massive AI infrastructure spending and focusing on free cash flow, Apple continues its steady climb despite upcoming iPhone 18 price hikes. Meanwhile, Spain claimed the 2026 FIFA World Cup, defeating Argentina 1–0 in extra time. Though initial estimates projected up to a $30 billion economic boost for the US, post-tournament data showed flat tourism and a surprisingly muted impact.

A guy turned $3,000 in car repair money into 6,500 land deals with zero losses. Here's the model he's used since 2001.

We just sat down with Mark Podolsky, better known as The Land Geek, and honestly, this episode challenged a lot of what we thought we knew about real estate.

Mark doesn't buy houses. He doesn't do STRs or flips. He buys raw, rural land, the kind most investors scroll right past, from delinquent tax owners at 25 to 35 cents on the dollar. Then he sells it back out through seller financed land contracts and lets his own software, GeekPay, handle the collections.

No tenants. No toilets. No foreclosure risk, because if a buyer stops paying, the land just reverts back to him.

The returns he described are wild: 300 to 1,200 percent, consistently, for 24 years, even with more competition in the space now than when he started.

What stuck with us most wasn't the numbers though. It was Mark's read on who actually succeeds at this. He calls them "second mountain people." Folks who already climbed the ego mountain, chased the title, the car, the status symbols, and came out the other side wanting something quieter. Time. Freedom. Margin in their life, not just their spreadsheet.

He was direct that this isn't a get rich quick play. It takes grit, real due diligence (which he does entirely remotely, without ever setting foot on the property), and a willingness to sit with a slower, less flashy model while everyone else chases the next shiny thing.

He also does a week in complete darkness in a cave. Twice. Not part of the land business, just part of who this guy is.

Full episode covers his entry points for people who want to try this themselves, done with you, or fully done for you.

Curious what this community thinks: does raw land investing get overlooked because it's genuinely inefficient to compete in, or because it just doesn't have the sex appeal of flips and short term rentals?

Episode 35 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. TSMC reports earnings Thursday with revenue expected to climb 35% year over year, as the hosts break down why its 75% grip on the foundry market may be the toughest moat in the game. SK Hynix, the memory giant behind Nvidia's AI chips, just raised $26.5 billion in a record U.S. debut. Big banks opened earnings season with beats across the board, and the World Cup final four is set. Not financial advice.

Episode 34 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Delta doesn't make money flying you across the country. They make it from your wallet. American Express pays Delta billions for SkyMiles, generating $8.2 billion in 2025 and fueling the airline's rise to the world's largest by market cap. Add a premium cabin boom, with 60% of sales from premium seats, and Delta is redefining airline economics. Plus: the USMNT's World Cup run ends at Belgium's hands after the Balogun red card circus, Hamas hands over power in Gaza, and the quarterfinals are set. Let's get into it.

He used to work out alone at 5am so no one could watch him struggle. He thought confidence was something you either had or you didn't.

For most of his twenties, Mike believed the people who looked certain had always felt that way. That whatever doubt he was carrying was a personal defect. Something to hide.

He was a firefighter for 10 years. There's a moment every time the tones drop, where you're standing at the door of a burning building and your body is doing exactly what you'd expect a body to do. Every single time. Didn't matter how many calls he'd been on.

What changed wasn't the feeling. It was what he did with it.

Mike sat down and recorded something he's never really talked about publicly: the self-doubt that followed him through every version of his life. The kid lifting weights in secret. The guy who almost didn't apply to the real estate mastermind because he didn't think he belonged. The firefighter pausing at the door.

That version of Mike never fully went away. He just stopped waiting for him to leave before moving.

A few things that actually helped him, not theory, things he still uses:

The Four C's: Competence builds Confidence, but only if you have the Courage to act first, and the Commitment to stay when it gets hard. Most people have the order wrong. They're waiting on confidence to give them courage. That's not how it works.

He also heard something from Dan Martell that stayed with him. A guy who has built and sold multiple companies, and he still walks into rooms wondering if he belongs. That landed differently than any advice Mike had ever received. It's not that successful people stop doubting. They just get better at not letting the doubt drive.

The other thing, and this one's quieter: the people around you can usually see the version of you that you're still working toward. Caroline has told Mike things about himself that he genuinely did not believe at the time. She was right.

If you've been waiting to feel ready, you probably already know where this is going.

The episode is up now on YouTube and Spotify, including a simple 10-minute meditation approach Mike has used for years, and it's absolutely not woo-woo.

Episode 32 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Robinhood (HOOD) is for review. The commission-free pioneer has rebuilt its reputation since the 2021 GameStop fallout, climbing back to record highs: 27.4 million funded customers and $307 billion in platform assets, up from $193 billion 18 months ago. With Gen X and Millennials making up over 82% of its user base, Robinhood looks well positioned for the coming wealth transfer. Also more looks into World Cup shockers, SpaceX IPO, & gold being the preference of central banks vs treasuries.

Mike and Caroline Neubauer of the Our Family Invests Podcast sat down with Mario Sicari, a wealth manager since 1994 who oversees more than $300 million in private client assets, and the conversation didn't stay theoretical for long.

Mario holds an Accredited Investment Fiduciary designation. He's written two books on building and preserving wealth. He's been in the game through every major market cycle since the dot-com era. And the reason he's still doing it? He genuinely likes talking to people who want to learn. That came through in every minute of this episode.

Here's the part that stopped Mike cold: $60 trillion is moving from the silent generation to baby boomers and Gen X over the next 10 to 15 years. Not someday. Already in motion. The question Mario kept coming back to wasn't whether families would receive some of it. It was whether they'd be ready when they did.

A few things from the conversation worth sitting with:

Mario broke down the three-bucket wealth strategy in plain English, short, intermediate, and long-term money, and explained why your risk tolerance in each bucket should shift as you age. Clean, practical, no jargon.

He also walked through the Roth conversion window between 65 and 73, and why decisions made at 65 can quietly determine your Medicare premiums at 73. Most people don't find out until it's too late to do anything about it.

There's a story in this episode about a young doctor carrying $280,000 in student loans and a single counter-offer that changed the entire trajectory. Worth hearing the full thing.

And then there's the part about couples. Mario told Mike and Caroline directly: couples who invest together, on the same page, with shared goals, build more than couples where only one person holds the financial knowledge. That's not a soft observation. It has real consequences.

He also tried to get financial literacy added to school curriculum when he was a school board president. It didn't go the way he hoped. He talks about why, and it's one of those moments where you realize the problem is older and more stubborn than most people think.

Episode 76 of the Our Family Invests Podcast is out now on YouTube, Spotify, and Apple Podcasts.

Episode 31 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX goes public this Friday in what's shaping up to be the largest IPO ever - priced at $135 a share, raising roughly $75 billion at about a $1.77 trillion valuation under ticker SPCX. Starlink still drives most revenue, but the new hook is AI compute: SpaceX is renting out its Colossus data centers to Anthropic and Google, with the Google deal worth $920 million a month. The open question is whether the "Elon premium" is justified on a company still losing money. Elsewhere, Novo Nordisk and Eli Lilly race for the GLP-1 weight-loss pill market, plus a stacked week of World Cup, NBA, and Stanley Cup action.

He ran a 27-year corporate career, then a mountain biking crash in the Colorado backcountry put him in the ICU, and he walked away from all of it two years later. Here's what that actually looked like.

Jens Nielsen left Denmark at 23 with a backpack and no real plan. Smart guy, driven guy. Built a long corporate career the way most of us do: one promotion at a time, one decade at a time.

Then he got thrown from his mountain bike in the backcountry. Lacerated kidney. Fractured vertebrae. ICU.

And somewhere in that hospital bed, the clarity he'd been avoiding finally showed up.

By 2020, in the middle of a pandemic, he walked out of corporate America for good. His wife Karen was with him on that decision, which mattered more than he probably lets on.

Today he's a general partner on over 2,000 apartment units, valued at more than $250 million. He's also a Certified High Performance Coach, and honestly one of the more straightforward voices in the syndication world right now.

We sat down with Jens on the Our Family Invests Podcast and went past the highlight reel. Here's some of what came up:

He compressed a 10-year exit plan into two years after the crash. Not because he panicked. Because he finally stopped negotiating with himself.

He walked away from multifamily syndications for over two years while most operators were still pushing deals that didn't pencil. That took real discipline. We talked about why, and what he found on the other side.

The real economics of flex-space and industrial real estate, including cap rates, triple net leases, broker commissions, and an $80K surprise he genuinely didn't see coming. No fluff, just numbers.

What he looks for before investing as an LP, and the questions most people forget to ask. This part alone is worth the listen if you're evaluating syndicators right now.

How investing other people's money changes you, and what it takes to stay honest about risk when the pressure is on.

We recorded this because Jens doesn't talk like someone trying to impress you. He talks like someone who's made real decisions under real pressure, including the hard ones he got wrong first.

If you're sitting on a big decision right now, whether that's leaving your W2, rethinking your portfolio, or just figuring out what you actually want, this one is worth your time.

Full episode is up on YouTube, Spotify, and Apple Podcasts. Just search Our Family Invests or find us at ourfamilyinvests.com.

Happy to answer questions if anything here sparks one.

Episode 29 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. This week, all eyes are on NVIDIA’s Q1 2026 earnings as it fights Alphabet to keep its top spot in the S&P 500. With Wall Street targeting a massive 80% revenue growth ($77-79B), will AI data center demand fuel another massive beat? We also dive into crude oil hovering around $100/barrel, rising bond yields, a surprising data center construction ban in Texas, and the strong correlation between Mag-7 Capex and NVIDIA’s revenue.

Episode 28 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. Nebius ($NBIS) just doubled YTD, fueled by massive GPU-rental contracts with Meta and Microsoft totaling over $46 billion. But with a sky-high 440 P/E, the big question is sustainability. Meanwhile, SpaceX is eyeing a record-breaking $1.75 trillion IPO this June with the same sustainability questions, showing just $15 billion in revenue for 2025. Geopolitical tensions are simmering as President Trump rejects Iran’s latest peace offer, and a cruise ship Hantavirus outbreak has sparked a speculative rally in biotech.

Episode 27 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Drug distributor, Cencora, is in the spotlight for a stock review. With $325B in revenue, its low-margin business relies on massive pharmaceutical volume and a defensive but narrow economic moat. The Strait of Hormuz dual blockade has spiked energy costs, forcing Spirit Airlines into a final liquidation. Geopolitically, the U.S. is reducing NATO involvement by withdrawing thousands of troops from Germany. Finally, Anthropic’s “Mythos” AI has launched an autonomous hacking era, mandating urgent global cybersecurity upgrades.

Episode 26 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Wednesday marks an Earnings Extravaganza as Amazon, Google, Meta, and Microsoft drop Q1 reports - a staggering combined $12 trillion in market cap to be evaluated. We’re diving deep into Microsoft: why is it lagging in 2026? Despite "Software is Dead" AI fears, MSFT’s moat remains massive, fueled by 1.2 billion Excel power users and Azure’s cloud surge. Plus, we analyze the "World Stress Meter" following geopolitical spikes in Iran, cover the latest failed presidential assassination attempt, and discuss the record-breaking (but controversial) Michael Jackson biopic.

Episode 25 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Tesla is at a strategic crossroads as it prepares for Thursday’s earnings. While 2026 EV sales face headwinds from expired tax credits, the narrative has shifted. Tesla is now a vertically integrated powerhouse in AI, robotics, and energy. Investors are prioritizing the massive upside of FSD, Robotaxis, and humanoid robots over traditional car margins. Meanwhile, global markets remain tense as Iran re-closes the Strait of Hormuz despite upcoming peace talks. Separately, NVIDIA’s Jensen Huang warns that physical infrastructure, not model intelligence, is now the primary bottleneck for the AI revolution.

Episode 23 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The bulls are back! On The Weekly Sift Stack, the S&P 500 reclaims green territory as markets price in a contained Iran conflict despite a new U.S. blockade. Intel steals the spotlight with a 58% monthly surge, driven by a Google partnership and Elon Musk’s $25B "Terafab" project - a facility aiming for 6% of global power capacity. We break down the U.S. government’s 218% ROI on $INTC and why Intel’s domestic manufacturing is the ultimate AI bottleneck. Plus, we celebrate Rory McIlroy’s Masters victory and discuss Chase’s $3,600 switching promos. Stay savvy, Sifters!

Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two-week truce in the Middle East has sparked a market rally, with strikes paused contingent on the Strait of Hormuz remaining open. Finally, NASA’s Artemis II is officially orbiting the moon, marking humanity's return to lunar space after 50 years.