The Dentist Freedom Blueprint Podcast

Busy business owners and investors everywhere are trying to figure out how to better navigate these uncertain and turbulent times. Today, I’m joined by Frances Stacy, a market analyst and trading expert who appears in the financial media, advises policymakers, and manages portfolios at Optimal Capital. She discusses some important principles that will help us to better understand what’s going on in order to position ourselves and our businesses in the right way to weather the storms.

Frances has the unique ability to take complex concepts and put them into simple terms, so don’t miss her breakdown of what’s happening and what to do with the information we have. You’ll hear what history can tell us about what’s going on and what warning signs to look for when we’re observing changes in policy, debt, inflation, and spending. Frances also explains asset distribution trends, inflation direction, and what data we should be looking at, as well as what to do with it.

Subscribe: Apple Podcasts | Android | YouTube Music | Spotify | Amazon Music | More

Minute Markers:

  • 3:31 – What asset distribution can tell us about what’s going on.
  • 5:42 – COVID’s effect on the cycle.
  • 8:01 – How the FED and the bond market are reacting to the current challenges.
  • 9:28 – What to look for when it comes to CPI.
  • 11:40 – How high rates relate to inflation.
  • 15:34 – How to better understand the way debt and liquidity interact.
  • 18:54 – Equity vs. debt and what to be looking for when it comes to deals and investment opportunities.
  • 22:17 – What to look for when it comes to percentage of consumer fall-off and FED response.
  • 24:36 – What’s happening right now in the markets.
  • 26:48 – The people who make it through the recession (and how to position yourself the best you can).
  • 28:39 – What to do when things collapse.

If you like this episode, here are more episodes we think you’ll enjoy:

  1. Achieving Financial Freedom in Dentistry – David Phelps – Ep 479
  2. Is It the Time to Sell or Not? – Brannon Moncrief – Ep 477
  3. Embracing Change and Building Resilience … – Dustin Burleson – Ep 472

Featured on the Show:

#francesstacy #marketdownturn #marketturbulence #navigatingrecession #investoralert

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.


Want to know more about David and schedule him as a speaker or podcast guest? Go to to book David now.


Get the Full Episode Transcript:

Download the Transcript