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Money Wise

Davidson Capital Management, Inc.www.davidsoncap.com
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
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Episodes

The True Driver of Inflation, Market Momentum & What Wall Street Won’t Tell You

This week on Money Wise, the conversation opens with a strong recap of Wall Street’s numbers: the Dow rose 771 points (1.7%), the S&P 500 gained 0.9%, and the NASDAQ added 0.8%. Year-to-date, all three indexes continue to show solid progress, led by the NASDAQ at 12%. The first half of the show drills into economic data, particularly the Consumer Price Index (CPI) and Producer Price Index (PPI), and how the headlines don’t always tell the full story. While media outlets linked tariffs to inf...

Aug 17, 20251 hr 21 min

Apple’s Big Investment, Market Momentum and RIA vs. Broker

The Money Wise guys are back in the studio and kick off this week’s episode by recapping a strong rebound for the markets, with the Dow up 1.3%, the S&P 500 climbing 2.4%, and the NASDAQ jumping 3.9%, reaching an all-time closing high on Friday. Despite factory orders falling 4.8%, markets largely brushed off the news, along with fresh tariff headlines involving chip manufacturing and India. Apple’s $100+ billion commitment to new U.S. facilities added to the upbeat sentiment. The guys put m...

Aug 09, 20251 hr 20 min

Markets Slip, Economic Confusion Grows & The Best Investment Advice Ever

This week on Money Wise, the Davidson brothers break down a jam-packed week on Wall Street as all three major indices posted losses. The Dow slid 2.9%, the S&P 500 dropped 2.4%, and the NASDAQ dipped 2.2%. Despite the week’s red ink, year-to-date numbers remain positive. But the real story is the flurry of conflicting economic data. The second-quarter GDP came in hot at 3%, far above expectations, sparking debate about what that really means for the economy. Meanwhile, the Federal Reserve op...

Aug 02, 20251 hr 21 min

“The Big Beautiful Bill,” Wall Street Records & Equity Index Annuities

This week’s Money Wise episode dives into another record-setting week on Wall Street, with the S&P 500 and NASDAQ closing at new all-time highs, while the Dow still lags behind. The team recaps the weekly gains, Dow up 1.3%, S&P up 1.5%, and NASDAQ up 1%, and emphasizes that, despite the headlines, only 8% of S&P 500 companies are trading at their 52-week highs, highlighting untapped opportunity beneath the surface. In the second half of the show, the guys tackle the importance of ac...

Jul 27, 20251 hr 20 min

Wall Street’s Uneasy Summer, Tariff Drama, & What Wall Street Won’t Tell You

The Money Wise guys are back with another episode, and they kick off the show with a rapid-fire recap of last week’s market moves. Markets were relatively calm this past week, with the Dow Jones Industrial Average down just 29 points (0.1%), the S&P 500 up 37 points (0.6%), and the NASDAQ gaining 310 points (1.5%). Year to date, the Dow is up 4.2%, the S&P 500 has climbed 7.1%, and the NASDAQ is up 8.2%. Despite hitting a new all-time high on Thursday, the S&P 500 continues to move i...

Jul 19, 20251 hr 21 min

Tariff Fears Fade, Markets Take a Breather & RIA vs. Broker

This week on Money Wise, the team reflects on a quieter stretch for Wall Street after months of volatility. The Dow slipped 457 points (-1%), the S&P 500 dipped 0.3%, and the NASDAQ was nearly flat, down just 0.1%. Year-to-date, however, all three indexes remain positive, with the Dow up 4.3%, the S&P 500 up 6.4%, and the NASDAQ up 6.6%. While markets took the latest tariff announcements in stride, including President Trump’s July 9th letter outlining new rates for trading partners, inve...

Jul 12, 20251 hr 21 min

Markets Surge into Q3, Supreme Court Shake-Ups & The Best Investment Advice Ever

It was a blockbuster week, and quarter, for Wall Street. The Dow jumped 1,009 points (2.3%), the S&P 500 gained 1.7%, and the NASDAQ rose 1.6%. Year-to-date, all three indexes are firmly in positive territory, with the S&P 500 up 6.8% and the NASDAQ up 6.7%. June closed strong too, with the Dow up 4%, the S&P 500 up nearly 5%, and the NASDAQ surging 6.5%. Even more remarkable: the second quarter saw the S&P soar 10.5% and the NASDAQ skyrocket 17.75% despite April’s sharp correcti...

Jul 05, 20251 hr 21 min

A Market Rally on Fed Hints, Fading Geopolitical Risks & Equity Index Annuities

The Money Wise guys kick off this week’s show with a review of last week’s numbers from Wall Street before diving into a discussion on current political tensions.Markets rallied hard this past week, capping off a strong June with gains across the board. The Dow Jones Industrial Average rose 1,612 points, or 3.8%. The S&P 500 climbed 205 points, a 3.4% jump, and the NASDAQ led the charge, adding 826 points for a 4.2% gain. Year-to-date, the Dow is now up 3%, the S&P 500 is up 5%, and the ...

Jun 28, 20251 hr 22 min

Sideways Markets, Product Pitches, & What Wall Street Won’t Tell You

This week on Money Wise, the guys recap a flat week on Wall Street, with the Dow and NASDAQ barely budging and the S&P 500 hovering exactly where it was a month ago. Amid geopolitical tension in the Middle East and the looming July 9 tariff deadline, markets appear to be in a holding pattern. The Money Wise guys also preview a deeper discussion in the second half of the hour on how Wall Street continues to churn out new investment products, often more beneficial to sellers than buyers. They ...

Jun 21, 20251 hr 21 min

Geopolitical Risk Sparks a Pullback, Insurance-Based Investments, & RIA vs Broker

The Money Wise guys kick this week’s episode off with another market review. Last week the markets pulled back, with the Dow down 1.3%, the S&P 500 off by 0.4%, and the NASDAQ falling 0.6%. Despite encouraging inflation data, specifically favorable CPI and PPI readings, geopolitical tension in the Middle East quickly overshadowed the good news. Thursday night’s developments between Israel and Iran led to Friday’s market drop, with investors hesitant to hold positions over the weekend. The gu...

Jun 14, 20251 hr 20 min

A Surprisingly Steady U.S. Market, Global Economic Warnings & The Best Investment Advice Ever

In the week that just passed, the markets posted another strong week, capping off a resilient stretch that’s pushing all three major indexes back into positive territory for the year. The hosts discussed how the market recovery—initially doubted to be V-shaped—is indeed shaping up like one, with the S&P 500 now within 2% of all-time highs. A better-than-expected jobs report helped fuel Friday’s gains, reinforcing economic strength despite political calls for rate cuts. The conversation also ...

Jun 07, 20251 hr 18 min

May Market Momentum, A Gloomy Wall Street, & Equity Index Annuities

The Money Wise guys kick off this week’s episode with a reflection on last week’s numbers from Wall Street. They report that the markets closed out May on a high note, with all three major indices posting solid weekly gains and even stronger monthly returns. The Dow rose 1.6%, the S&P 500 climbed 1.9%, and the NASDAQ led the charge with a 2% increase. For the month of May, the NASDAQ soared 9.6%, the S&P 500 jumped 6.2%, and the Dow finished up 3.9%. The team goes on to highlight the sec...

May 31, 20251 hr 22 min

Markets Drop Before the Holiday, Tech Takes the Spotlight, and What Wall Street Won’t Tell You

Markets took a hit last week as the Dow fell 2.5%, the S&P 500 dropped 2.6%, and the NASDAQ slipped 2.5%. While early-week momentum was positive, the tone shifted sharply after President Trump posted on Truth Social Friday morning, announcing a potential 50% tariff on EU imports and a 25% tariff on foreign-made iPhones—news that sent markets into the red ahead of the long weekend. The Money Wise guys emphasize that unexpected announcements like this, especially during thin trading before hol...

May 25, 20251 hr 21 min

Tariff Tantrum Ends, Recovery Takes Shape, & RIA vs Broker

The Money Wise guys kick off this week’s episode by celebrating a strong rally in the markets and declaring the "tariff tantrum" officially over. The Dow surged 1,405 points (3.4%), the S&P 500 gained 298 points (5.3%), and the NASDAQ jumped 1,282 points (7.2%). That brought the Dow and S&P into positive territory for the year—up 0.3% and 1.3% respectively—while the NASDAQ is now down just 0.5% year-to-date. The spark for this surge? Productive trade talks in Switzerland between Treasury...

May 17, 20251 hr 21 min

Sideways Markets, Trade Deal Hopes, & The Best Investment Advice Ever

This week on Money Wise, the “three amigos” take over hosting duties to break down another relatively quiet but technically meaningful week on Wall Street. The Dow dipped slightly by 0.16%, the S&P 500 slipped 0.47%, and the NASDAQ fell just 0.27%. Year-to-date, the major indexes are still in negative territory, with the Dow down 3%, the S&P down 3.8%, and the NASDAQ down 7.2%. Despite the modest weekly moves, the team points to an important technical development: the S&P 500 moved a...

May 11, 20251 hr 21 min

Market Resilience, the 90-Day Tariff Countdown, & Equity Index Annuities

This week on Money Wise, the guys recap another positive stretch for markets as the Dow climbed 1,204 points (3%), the S&P 500 rose 161 points (2.9%), and the NASDAQ jumped 595 points (3.4%). Despite ongoing tariff worries, the indexes continue to recover from earlier declines. Year-to-date, the Dow remains down 2.9%, the S&P 500 is off 3.3%, and the NASDAQ is still down 6.9%. April itself ended with mixed results — while the Dow and S&P were slightly negative, the NASDAQ managed a m...

May 03, 20251 hr 21 min

Earnings Season Kicks Off, Managing the Noise & What Wall Street Won’t Tell You

This week on Money Wise, the team recaps a strong rebound for the markets. The Dow rose 971 points (2.5%), the S&P 500 gained 243 points (4.6%), and the NASDAQ jumped 1,096 points (6.7%). Year-to-date losses are still present—with the Dow down 5.7%, the S&P down 6.1%, and the NASDAQ down 10%—but the gap from all-time highs is closing. The S&P and Dow are each about 10–11% off their highs, and the NASDAQ has improved significantly, now only about 14% off. Much of the rally was attribu...

Apr 27, 20251 hr 21 min

Market Holds in Uncertainty, The L-Shaped Recovery Debate, & RIA vs. Broker

This week on Money Wise, the team recaps another choppy stretch for the markets as the Dow dropped 1,070 points (2.7%), the S&P 500 fell 81 points (1.5%), and the NASDAQ lost 438 points (2.6%). Year-to-date, losses continue to deepen with the Dow down 8%, the S&P 500 down 10.2%, and the NASDAQ down 15.7%. The Money Wise guys agree that we remain in the thick of what they’re calling a “tariff tantrum,” with ongoing headline-driven volatility and no clear end in sight. Trading volume has f...

Apr 19, 20251 hr 20 min

Markets Rebound, Emotional Investing, & The Best Investment Advice Ever

As always, the Money Wise guys kick off this week with a look into the numbers from Wall Street. Thankfully, the markets delivered a dramatic turnaround, with the Dow up 1,898 points (5%), the S&P 500 gaining 289 points (5.7%), and the NASDAQ soaring 1,137 points (7.3%). While year-to-date numbers remain negative—Dow down 5.5%, S&P 500 down 8.8%, and NASDAQ down 13.4%—the guys unpack what they call one of the wildest weeks in market history, particularly Wednesday’s rally, which ranked a...

Apr 12, 20251 hr 21 min

Historic Market Drop, Tariff Tantrums & Equity Index Annuities

This week, the Money Wise guys focus on one of the most volatile market stretches in recent memory, as the Dow dropped 3,269 points (7.9%), the S&P 500 fell 507 points (9.1%), and the NASDAQ plunged 1,735 points (10%). Year-to-date numbers now show steep losses, with the Dow down 9.9%, the S&P down 13.7%, and the NASDAQ down 19.3%. The team zero in on what they dubbed the “tariff tantrum,” triggered by President Trump’s trade policy announcements mid-week. Thursday and Friday alone accou...

Apr 06, 20251 hr 21 min

Market Dips Amid Sentiment Swings, ‘Liberation Day’ Anticipation, & What Wall Street Won’t Tell You

This week, the Money Wise guys analyze a volatile market week, with the Dow down 1%, the S&P 500 down 1.5%, and the NASDAQ dropping 2.6%. A “buyer strike” seemed evident, with the last three trading days seeing unusually low volume, suggesting traders are waiting for clarity on April 2—dubbed "Liberation Day"—when new tariff policies may take shape. The discussion highlights how sentiment, often driven by media narratives and economic indicators like the Michigan Consumer Sentiment Index and...

Mar 29, 20251 hr 21 min

Fed Signals Support, Triple Witching Volatility, & RIA vs Broker

The Money Wise guys open this week’s episode with a look at last week's market performance, which saw a modest rebound. The Dow climbed 497 points (1.2%), the S&P 500 added 29 points (0.5%), and the NASDAQ rose 30 points (0.2%). Despite the uptick, year-to-date numbers remain in the red: the Dow is down 1.3%, the S&P 500 is down 3.6%, and the NASDAQ is down 7.9%. The discussion focuses on Friday’s "triple witching" volatility, which brought significant buying volume—92% above the daily a...

Mar 22, 20251 hr 21 min

A Wary Market, Trump’s Trade Strategy & The Best Investment Advice Ever

The Money Wise guys return this week to analyze another rough stretch for the markets, with the Dow falling 1,114 points (3.1%), the S&P 500 losing 131 points (2.3%), and the NASDAQ dropping 442 points (2.4%). Year-to-date, the numbers continue to slide, with the Dow now down 2.5%, the S&P 500 down 4.1%, and the NASDAQ sinking 8.1%. The discussion opens with a thought-provoking quote from a JP Morgan analyst, emphasizing that while politics may dominate headlines, the stock market operat...

Mar 15, 20251 hr 21 min

Tariff Turmoil, The Fear-Driven Selloff & The Best Investment Advice Ever

The Money Wise guys break down another tough week for the markets, with the Dow dropping 1,039 points (2.4%), the S&P 500 falling 184 points (3.1%), and the NASDAQ sliding 651 points (3.5%). Year-to-date, the Dow remains slightly positive (+0.6%), but the S&P 500 (-1.9%) and NASDAQ (-5.8%) have dipped further into negative territory. With the market entering a correction phase, the discussion turned to historical context—reminding listeners that pullbacks of 5-10% are normal and occur re...

Mar 08, 20251 hr 20 min

Traders Gonna Trade, A Year of Heightened Swings & Equity Index Annuities

The Money Wise guys wrap up February with a look at market performance, noting a mixed week where the Dow rose 413 points (1%), while the S&P 500 and NASDAQ fell 1% and 3.5%, respectively. February was historically in line with expectations as a weak month, with all three major indexes closing lower—down 1.6% (Dow), 1.4% (S&P 500), and 4% (NASDAQ). Despite recent declines, year-to-date numbers remain positive for the Dow (+3%) and S&P 500 (+1.2%), though the NASDAQ sits at -2.4%. The...

Mar 01, 20251 hr 21 min

A Cacophony of Mixed Signals, Negative News, & What Wall Street Won’t Tell You

The Money Wise guys kicked off the weekend by diving into Wall Street's numbers for the past week. The Dow fell 1,118 points (2.5%), the S&P 500 slid 102 points (1.7%), and the NASDAQ dropped 503 points (2.5%), even though year-to-date gains remain modestly positive—with the Dow at 2.1%, the S&P 500 at 2.2%, and the NASDAQ at 1.1%. The market also experienced a notable "Friday attack," with more sellers than buyers pushing the S&P 500 right to its 50-day moving average, a level that ...

Feb 22, 20251 hr 21 min

Tariff Tantrums, The Fed’s Next Move & RIA vs. Broker

The Money Wise Guys kick off this week’s podcast with a market recap, highlighting a strong performance across major indexes. The Dow rose 243 points (0.5%), the S&P 500 gained 89 points (1.5%), and the NASDAQ jumped 503 points (2.6%), with all three maintaining solid year-to-date gains. The discussion touches on technicals, noting that the S&P 500 has been stuck in a sideways trading range since late January. Key market drivers remain interest rate expectations and ongoing tariff negoti...

Feb 15, 20251 hr 21 min

The Broader Economic Impact of Tariffs, Media-Driven Sentiment, & The Best Investment Advice Ever

The Money Wise guys are back at it again, and this past week showed a mixed market, with the Dow slipping 241 points (-0.5%), the S&P 500 declining 14.5 points (-0.2%), and the NASDAQ dropping 104 points (-0.5%). Despite the losses, year-to-date gains remain solid, with the Dow up 4.1%, the S&P 500 up 2.5%, and the NASDAQ up 1.1%. The discussion highlights continued market volatility, particularly Friday’s selloff following a stronger-than-expected average hourly earnings report, which r...

Feb 09, 20251 hr 21 min

Algorithmic Trading, AI and Market Volatility & Equity Index Annuities

The Money Wise guys are back in the studio and as always, the team kicks off this week’s episode by breaking down a volatile market week, with the Dow gaining 120 points (+0.3%) while the S&P 500 fell 61 points (-1%) and the NASDAQ dropped 327 points (-1.6%). Despite the week’s losses, all three indices remain positive year-to-date, with the Dow up 4.7%, the S&P 500 up 2.7%, and the NASDAQ up 1.6%. The guys discuss the increased volatility of 2025, which they expect to be higher than in ...

Feb 01, 20251 hr 21 min

Equally Weighted Strategies vs. Market-Cap-Weighted Indices, A Shift From the ‘Magnificent 7’ & What Wall Street Won’t Tell You

The Money Wise guys are back with another look at last week’s numbers from Wall Street, with the Dow Jones rising 936 points (+2.2%), the S&P 500 gaining 105 points (+1.7%), and the NASDAQ climbing 324 points (+1.7%). Year-to-date, the markets are showing steady gains, with the Dow up 4.4%, the S&P 500 up 3.7%, and the NASDAQ up 3.3%. The conversation highlights a notable shift in market dynamics, as investors moved away from the "Magnificent 7" tech stocks that drove much of the market ...

Jan 25, 20251 hr 21 min
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