EP 80🎙️ Digging Into Deep Value Financials

Welcome back!

In this episode of The ROI Podcast, I sat down with the

Unemployed Value Degen

US Domiciled banks and financials have been on my mind as my preferred way to play the ‘Silver Tsunami Theme’. It was Steeeeeve who educated me on the wealth held by US baby-boomers, (~$75 Trillion) which in itself as a market too big for me to ignore.

We dove deep into Jackson Financial and its role in the annuity space, unpacking valuation, growth prospects, and the structural risks beneath the surface.

From there, we explored Finance of America and broader shifts in the financial services sector, including the emerging niche of life insurance as an asset class. Along the way, we touched on how government policies—tariffs, immigration, and housing—are reshaping economic incentives, before pivoting to oil, water, and the long-term role of gold in a world grappling with geopolitical uncertainty and rising rates. It’s a rich discussion for anyone thinking critically about where the next big opportunities (and risks) might emerge.

Quick reminder - Join Me for the RULE INVESTMENT SYMPOSIUM July 2025! → click here

1. Intro

   • 00:00:00 - Introduction to the podcast and avoiding tariffs discussion.

   Market Conditions and Volatility

   • 00:04:00 - Discussion on market conditions and volatility.

2. Jackson Financial

   • 00:08:00 - Introduction to Jackson Financial and its business model.

   • 00:12:00 - Discussion on Jackson Financial's financials and potential for growth.

   • 00:20:00 - Analysis of Jackson Financial's competitive position and potential risks.

3. Finance of America

   • 00:30:00 - Introduction to Finance of America and its business model.

   • 00:35:00 - Discussion on Finance of America's financials and growth prospects.

   • 00:40:00 - Analysis of potential competition and market cap structure.

4. Abacus Life

   • 00:45:00 - Introduction to Abacus Life and its business model.

   • 00:50:00 - Discussion on Abacus Life's growth prospects and competitive landscape.

5. Tariffs and Geopolitics

   • 01:00:00 - Discussion on tariffs and geopolitical implications.

   • 01:10:00 - Analysis of non-tariff barriers and their impact.

   • 01:15:00 - Discussion on the implications for the US and its allies.

6. Economic Outlook

   • 01:20:00 - Discussion on the economic outlook and potential for inflation.

   • 01:25:00 - Analysis of the impact of technological innovation on productivity.

7. Conclusion

   • 01:30:00 - Conclusion and final thoughts on the topics discussed.

P.S. Love the episode?

To help the community grow and support my work please re-stack and share.

⚠️ Disclaimer: The content provided in this podcast and related materials is for informational and entertainment purposes only and should not be considered financial, investment, or legal advice. I document my personal investment journey and share insights based on my own research and experience. Any investment decisions you make should be based on your own due diligence. Always consult a qualified financial professional before making any financial or investment decisions. Investing involves risk, and past performance is not indicative of future results.

---

Ready to take things to the next level?

Become a premium member today for access to:

• The ROI Club: Dedicated to the art of Return On Investment

  • My investment research and analysis.

  • Portfolio updates and investments

• The Maverick Life: How I Generate Location-Independent Income To live:

  • Where I want

  • When I want

  • With whom I want

  • Doing what I want

    ---