Rich Habits Podcast

Apple's (Potentially) New CEO, Amazon's $50B Investment, & December Rate Cuts

9 snips
Nov 28, 2025
Dive into the latest buzz around the Federal Reserve's hints at potential rate cuts in December and what it means for investors. Find out about Amazon's jaw-dropping $50 billion investment in data centers and the opportunities it opens up. The hosts also unpack the concerning trends in U.S. home prices and how buyers might need to rethink their strategies. Plus, there's a lively discussion about leadership changes at Apple and the effects of Big Tech on the market. Tune in for all the insights and investment tips!
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ADVICE

Use Fed Policy To Time Risk Exposure

  • Do not fight the Fed: shift to defense when rates rise and offense when they cut.
  • Use Fed direction as a guide to be a net buyer during a cutting cycle, per Austin's recommendation.
INSIGHT

Amazon's $50B Data Center Push

  • Amazon will invest $50 billion in AI-focused data centers for U.S. government customers and broader AWS capabilities.
  • Robert Croak frames this as a large picks-and-shovels opportunity benefiting suppliers to data-center buildouts.
ADVICE

Prefer Infrastructure Over Hype Stocks

  • Invest in 'picks-and-shovels' companies that supply data-center infrastructure rather than only hyperscalers.
  • Consider names like Vertiv, Eaton, Arista and Constellation Energy per the hosts' discussion.
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