The Independent Advisors
Episodes
The Independent Advisors Episode 146: Predictions aren't promises.
21 Apr 2022
Contributed by Lukas
Show Notes:1. Blog Post by Michael Batnick -https://theirrelevantinvestor.com/2022/03/09/the-day-the-market-bottmed/2. Blog Post by Ben Carlson -https...
The Independent Advisors Episode 145: Rockets and Feathers
14 Apr 2022
Contributed by Lukas
Shownotes:Article written by Max Kirouac - https://modernmoney.ca/personal-finance/gas-prices-101/?utm_source=ActiveCampaign&utm_medium=email&...
The Independent Advisors Episode 144: Backwardation
07 Apr 2022
Contributed by Lukas
Show Notes: 1. Tweet by Callie Cox -https://twitter.com/callieabost/status/15088671396834672832. Tweet by Ryan Detrick -https://twitter.com/ryandetric...
The Independent Advisors Episode 143: Bonds aren't bulletproof.
01 Apr 2022
Contributed by Lukas
Show Notes:1. Article in the Wall St. Journal -https://www.wsj.com/articles/what-fed-interest-rate-hike-means-for-you-11647437999Social MediaFacebook/...
The Independent Advisors Episode 142: It's an art not a science.
24 Mar 2022
Contributed by Lukas
Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/15049123547981865012. Tweet from Andrew Thrasher - https://twitter.com/A...
The Independent Advisors Episode 141: "Not a lot of bulls out there right now"
17 Mar 2022
Contributed by Lukas
Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/03/08/theres-blood-in-the-streets-2/2. Blog Post from Cullen Roch...
The Independent Advisors Episode 140: Dethroning King Dollar
10 Mar 2022
Contributed by Lukas
Show Notes:1. Blog post from Michael Batnick -https://theirrelevantinvestor.com/2022/02/24/its-ugly-out-there/2. Blog post from Michael Batnick -https...
The Independent Advisors Episode 139: Earnings Drive Prices
03 Mar 2022
Contributed by Lukas
This podcast is not a recommendation for or against cryptocurrency. It is merely used to illustrate a point. Make sure to conduct your own due diligen...
The Independent Advisors Episode 138: What is priced in?
25 Feb 2022
Contributed by Lukas
Show Notes:1. Tweet by Alvaro Oviedo -https://twitter.com/alvoviedo/status/14957794228294369292. Article from the Wall St. Journal -https://www.wsj.co...
The Independent Advisors Episode 137: Progress isn't linear.
16 Feb 2022
Contributed by Lukas
Show Notes:1. Article from the WSJ -https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180?mod=hp_lead_pos42. Tweet...
The Independent Advisors Episode 136: Normalization and Forward-Looking Performance
10 Feb 2022
Contributed by Lukas
Show Notes:1. Tweet by Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/1491391121292935168Facebook/LinkedIn @JessupWealthManagementTwitte...
The Independent Advisors Episode 135: Historic Pessimism
02 Feb 2022
Contributed by Lukas
Show Notes:1. Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/14867016925319741482. Tweet from Beth Kindig -https://twitter.com/Beth_K...
The Independent Advisors Episode 134: The Sacrifice You Make as an Investor
27 Jan 2022
Contributed by Lukas
Show Notes:1. Tweet from Mike Zaccardi -[[link]] 2. Article by Keith Lerner on Marketwatch -https://www.marketwatch.com/story/what-happens-when-the-s-...
The Independent Advisors Episode 133: Hot Takes and Spicy Mustard
19 Jan 2022
Contributed by Lukas
Show Notes:1.Article regarding Oil Prices -https://www.wsj.com/articles/oil-prices-hit-seven-year-high-on-rising-geopolitical-tensions-11642507485?mod...
The Independent Advisors Episode 132: Treasury or Treasure?
10 Jan 2022
Contributed by Lukas
Episode #132 TopicsThe 10-year Treasury Yield is at its highest since February 2020.Initial Jobless Claims Update on 2022's January TrifectaLooking B...
The Independent Advisors Episode 131: "As Goes January, So Goes the Year"
04 Jan 2022
Contributed by Lukas
1. Web page from the IRS -[[link]] 2. Post from Jeff Hirsch on Tumblr - https://jeffhirsch.tumblr.com/post/671742668325388288/santa-claus-rally-indica...
The Independent Advisors Episode 130: The Bulls Believe in Santa
30 Dec 2021
Contributed by Lukas
· Federal student loan moratorium was extended· Update on Consumer Spending· Growth vs Value Stocks· I...
The Independent Advisors Episode 129: Buying a House- Behind the Scenes
21 Dec 2021
Contributed by Lukas
Show Notes1. Quotes from an article in the Atlantic -https://www.theatlantic.com/ideas/archive/2021/05/us-housing-market-records/619029/?utm_source=fe...
The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!
16 Dec 2021
Contributed by Lukas
Today's Topics:A USA Mortgage Loan Officer, Matthew Edwards, takes us through all the ins and outs of obtaining a mortgage loan that fits each individ...
The Independent Advisors Episode 127: Fear Strikes
10 Dec 2021
Contributed by Lukas
Show Notes1. Tweet from George Maroudas -https://twitter.com/ChicagoAdvisor/status/14665072426315735072. Blog post written by Ben Carlson -https://awe...
The Independent Advisors Episode 126: A Strong Dollar
03 Dec 2021
Contributed by Lukas
1. Updates from Sam Ro -[[link]] 2. Article written by the Schwab Center -https://www.schwab.com/resource-center/insights/content/does-market-timing-w...
The Independent Advisors Episode 125: Tensions on Pensions
24 Nov 2021
Contributed by Lukas
Show Notes1. Tweet by 10K-Diver -https://twitter.com/10kdiver/status/14609346718359552032. Blog post written by Ben Carlson -https://awealthofcommonse...
The Independent Advisors Episode 124: Time IN the Market. Not TIMING the Market
18 Nov 2021
Contributed by Lukas
1. Article written by Cullen Roche -https://www.pragcap.com/is-hyperinflation-coming/2. Blog post written by Ben Carlson -https://awealthofcommonsense...
The Independent Advisors Episode 123: A Revised Economic Package
11 Nov 2021
Contributed by Lukas
Show Notes1. Article written by Jeff Hirsch -https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start2. Article wr...
The Independent Advisors Episode 122: Don't Fight the Market
04 Nov 2021
Contributed by Lukas
1. Tweet from Jeff Levine - https://twitter.com/CPAPlanner/status/14537083009193984032. Tweet from Andrew Thrasher - https://twitter.com/AndrewThrashe...
The Independent Advisors Episode 121: What if things go right?
28 Oct 2021
Contributed by Lukas
Show Notes:1. Tweet from Liz Ann Sonders -https://twitter.com/LizAnnSonders/status/14454152040876482572. Blog written by Barry Ritholtz -https://twitt...
The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!
20 Oct 2021
Contributed by Lukas
Show Notes:1. Tweet from George Maroudas - [[link]] 2. Tweet from Josh Lehner -https://twitter.com/lehnerjw/status/14486716019945717893. Tweet from Ja...
The Independent Advisors Episode 119: 2008 changed a generation of investors
13 Oct 2021
Contributed by Lukas
1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observ...
The Independent Advisors Episode 118: What Great Rotation?
05 Oct 2021
Contributed by Lukas
Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommo...
The Independent Advisors Episode 117: Today's number is tomorrow's story
01 Oct 2021
Contributed by Lukas
1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com...
The Independent Advisors Episode 115: The 60/40 Portfolio
15 Sep 2021
Contributed by Lukas
Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reac...
The Independent Advisors Podcast Episode 114: Warning of the Week
09 Sep 2021
Contributed by Lukas
1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-...
The Independent Advisors Podcast Episode 113: The Real Risk of Investing
02 Sep 2021
Contributed by Lukas
Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https:...
The Independent Advisors Podcast Episode 112: Taking about what's not talked about
26 Aug 2021
Contributed by Lukas
1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/n...
The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?
20 Aug 2021
Contributed by Lukas
1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://...
The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!
14 Aug 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!
06 Aug 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
28 Jul 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
16 Jul 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
13 Jul 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
08 Jul 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
01 Jul 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjes...
The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
25 Jun 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury
17 Jun 2021
Contributed by Lukas
Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonse...
The Independent Advisors Podcast Episode 101: Back to the Basics
10 Jun 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1...
The Independent Advisors Podcast Episode 100: Celebration and surprises!
01 Jun 2021
Contributed by Lukas
Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-fo...
The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing
26 May 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Perform...
The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag
19 May 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #98: What is the VIX? What does in mean when stocks and treasuries are down simultaneously? ...
The Independent Advisors Podcast Episode 97: Inflation Estimates
13 May 2021
Contributed by Lukas
Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update ...
The Independent Advisors Podcast Episode 96: Patience pays with investing
06 May 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #96: Patience pays with investing Sell in May and go away? Not during post-election years Tax hi...
The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!
29 Apr 2021
Contributed by Lukas
Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal,...
The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
22 Apr 2021
Contributed by Lukas
Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflat...
The Independent Advisors Podcast Episode 93: Leadership Change in the Market
15 Apr 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #93: Leadership change in the market? More on Growth vs Value How the Market has performed f...
The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's
06 Apr 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manuf...
The Independent Advisors Podcast Episode 91: It's all about perspective
01 Apr 2021
Contributed by Lukas
The Independent Advisors Podcast Episode 90: Hedges Against Inflation
25 Mar 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Pr...
The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks
19 Mar 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically imp...
The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021
09 Mar 2021
Contributed by Lukas
Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel...
The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets
04 Mar 2021
Contributed by Lukas
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...
The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!
23 Feb 2021
Contributed by Lukas
1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 ...
The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes
18 Feb 2021
Contributed by Lukas
Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https...
The Independent Advisors Podcast Episode 84: Patience is key
11 Feb 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market Patience is key ...
The Independent Advisors Podcast Episode 83: The Short Squeeze Saga
02 Feb 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Jun...
The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?
28 Jan 2021
Contributed by Lukas
Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1...
The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips
20 Jan 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Lookin...
The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.
12 Jan 2021
Contributed by Lukas
Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @ma...
The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans
06 Jan 2021
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Inves...
The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!
29 Dec 2020
Contributed by Lukas
Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjess...
The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media
22 Dec 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #77: Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine ...
The Independent Advisors Podcast Episode 76: Matt Pokes the Bear, All-Time Highs and Taking a Serious Look at Inflation
16 Dec 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #76: GDP in 2021 Effects of Central Bank Actions CITI Bold Call on Markets Who would have thoug...
The Independent Advisors Podcast Episode 75: Featuring Special Guest Adam Collins from Movement Capital
09 Dec 2020
Contributed by Lukas
Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75: The 60% Stock and 40% Bond Investment Portfolio All time low bond...
The Independent Advisors Podcast Episode 74: A Typically Strong December, Perks of Being Bullish and 3 Stages of Growth for Investors.
02 Dec 2020
Contributed by Lukas
Matt & Aaron Discuss the Following on Episode #74: Dow 30K Markets Break Out to All Time Highs Investor Sentiment Survey 3 Stages of Gro...
The Independent Advisors Podcast Episode 73: Guest Co-Host, Aaron Cramer, on Largest Weekly Inflows, Corporate Insiders and Filing Taxes as a Married Couple
24 Nov 2020
Contributed by Lukas
Matt & Aaron Discuss the Following on Episode #73: Largest weekly inflows into stocks going back 20 years Update on corporate insiders…are ...
The Independent Advisors Podcast Episode 72: Special Guest, Jeff Hoagland, Discusses the State of our Economy, here in Dayton, OH.
17 Nov 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #72: New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020 Almost 50% o...
The Independent Advisors Podcast Episode 71: Gridlock, US Crash Confidence, New Highs for US Markets, 2020 Retirement Statistics
10 Nov 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #71: Looking More and More like Gridlock The US Crash Confidence Index What Can Investors Co...
The Independent Advisors Podcast Episode 70: Sell Off's, Economic Recovery and Beware of Bearish "Predictors"
06 Nov 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #70: Market Sell Off’s are Normal Economic Recovery – Where Do We Stand? Stock Market “...
The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep
28 Oct 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #69: New American Entrepreneurship is Booming Long Term Mindset for Long Term Returns The Fe...
The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes
20 Oct 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually...
Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage
14 Oct 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year ...
Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.
08 Oct 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollm...
Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong
30 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Cong...
Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing
22 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology St...
Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money
16 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a...
Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives
10 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return ...
Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates
01 Sep 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Ci...
Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider
25 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: Performance of Tech Stocks and Long Term Bonds Over the Past 2 Years Largest US Companies by...
Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy
19 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #59: No agreement yet on the second stimulus bill Small Caps Turning Around? Is the US Consumer ...
Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes
12 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #58: $400 extra weekly unemployment benefits Consumer Credit Update Market Returns Unde...
Episode 57: GDP Update, Time in the market, Values Based Budgeting
05 Aug 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #57: US National Debt to GDP GDP Update Time in the market Record Low Mortgage Rates ...
Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk
29 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #56: US & China Tiff Corporate Insiders: Buying, Selling or Neutral? Update on the ...
Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions
23 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #55: Congress finalizing another stimulus bill Biden Tax Proposal Without health, ...
Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs
16 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #54: Q2 Index Performance The ability to withstand drawdowns The stock market is not ...
Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020
02 Jul 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #53: Is the Fed’s response expected going forward? Small Cap Stocks & The Eco...
Episode 52: COVID Cases Rise, Printing Money, Low Interest Rates
26 Jun 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode #52 COVID-19 Case Count on the rise Update on China Trade Deal Mortgage Rate Updat...
Episode 51: Largest sell off since March, Update on housing, Officially in a recession, Buying stocks, Unpaid debts after death
18 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #51: Markets experience largest weekly decline since March Number of Adults living ...
Episode 50: Stocks rally on, The "What If" Game, Consumer Credit Update, Automating your Investments
11 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #50: Stocks rally on May Job additions and lower than expected unemployment Playing the ...
Episode 49: Market Breadth, Personal Savings Rate, Tax Filing Deadline Reminder, Basics of ETFs
07 Jun 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #49: Stocks continue to rebound Market Breadth: Are we starting to see more industr...
Episode 48: Growth vs Value, Why Failed Predictions Don't Matter, Long Term Positive Expectations in the Markets
28 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #48: Renewed Tension Between The US & China More Growth vs Value Data & Diversi...
Episode 47: Getting Back to Normal, HEROES Stimulus Bill, Real Estate, Risk of Stocks vs Bonds
21 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #47: Grocery Store Prices Rise Are we already getting back to normal? HEROES Proposed S...
Episode 46: Huge Unemployment Numbers, What the Fed is doing about it & Social Security: Will it remain?
13 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #46: Re-Opening ramps up Unemployment Data Pent Up Demand for Consumption Social Secur...