Jeff, Joe, and Kyle kick off this week’s show with a detailed market recap. The Dow was down 1.9% last week, the S&P 500 was down 2.8%, and the NASDAQ was down 3.8%. Year-to-date, the Dow is down 7.0%, the S&P 500 is down 10.4%, and the NASDAQ is down 17.9%. The week started relatively strong with a nice rally on Tuesday, but the remainder of the week was impacted by many of the Fed governors speaking publicly. It’s hard for the market to discount twice on the same piece of news, yet it ...
Apr 23, 2022•1 hr 21 min
Jeff, Joe, and Kyle are back at it with a recap of last week’s market movements. The Dow was down, the S&P 500 was down, and the NASDAQ was down, as well. All three indexes remain down on the year. The Money Wise guys discuss the trading pattern we seem to be stuck in, moves the Federal Reserve may make with respect to interest rates, and how the market could react. The guys dig into technical charts, quantitative tightening, and the trading range - all while parsing whether or not the S&...
Apr 15, 2022•1 hr 21 min
Jeff, Joe, and Kyle kick off the show with a recap of last week’s major market indexes. The Dow was down slightly, the S&P 500 was up slightly, and the NASDAQ was up incrementally. They also recap the month of March, as well as the first quarter of 2022. In true Money Wise fashion, the guys pull back the curtain on the conversations portfolio managers have behind closed doors, and how they make decisions in real-time market conditions. They also get technical and discuss the recent chatter a...
Apr 03, 2022•1 hr 21 min•Ep. 1
Jeff, Joe, and Kyle are back at it for another value-packed episode for investors. They begin with a rapid-fire recap of last week on Wall Street, which saw the Dow up, the S&P 500 up, and the NASDAQ up, as well. YTD, all three remain down in single digits. The Money Wise guys share why the last eight trading days have proven quite interesting - as well as what this retracement means. They discuss why volatility continues, and what we can expect as earnings news is upon us. In the second hou...
Mar 26, 2022•1 hr 22 min
Jeff, Joe, and Kyle begin this week’s show with their customary breakdown of last week’s market movements. The Dow was up 5.5%, the S&P 500 was up 6.2%, and the NASDAQ was up 8.2%. Despite one of the strongest weeks the markets have had since November of 2020, all three indexes remain down year-to-date. The guys discuss the four-day rally, dig a bit into the technical weeds, and encourage investors to temper their enthusiasm from this rally due to the continued cloudiness in the markets. The...
Mar 19, 2022•1 hr 21 min
Kyle, Jeff, and Joe are back at it again this week with their customary rapid-fire commentary on everything that’s happening on Wall Street. This past week has shown more volatility with the Dow down 2%, the S&P 500 down 2.5%, and the NASDAQ down 3.5%. Year to date, the Dow is down 9.3%, the YTD S&P 500 is down 11.8%, and lastly, the YTD NASDAQ is down 17.9%. The guys take some time to analyze whether they think current trends are a direct consequence of the crisis in Ukraine or if they ...
Mar 14, 2022•1 hr 21 min
The Money Wise Guys are back! The market had another incredibly volatile week: The Dow was down 1.3%, the S&P 500 was down 1.27%, and the NASDAQ down 2.78%. YTD The Dow is down 7.5%, the YTD S&P 500 is down 9.18%, and lastly, the YTD NASDAQ is down 14.9%. The Markets continue to respond to the current unstable Ukraine/Russia crisis and unprovoked war. The guys discuss how both covid compounded with green energy policies have contributed to inflation in the United States. In the second ho...
Mar 05, 2022
Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. The Dow was down slightly, the S&P 500 was up, and the NASDAQ was up. All three indexes remain down YTD, with the NASDAQ falling the farthest behind at a 12.5% loss thus far in 2022. It was a wild week, with a nearly 1,800-point reversal of the Dow from the opening on Thursday to the close on Friday. On Friday, the Dow rallied at an accelerated pace and had its best day since November 2020. The guys discuss...
Feb 26, 2022•1 hr 21 min
Jeff, Joe, and Kyle begin this week’s show with their customary rapid-fire market recap. The Dow was down 1.9%, the S&P 500 was down 1.6%, and the NASDAQ was down 1.8%. All three indexes remain down YTD also. It was the week of the rise of the machines, with lots of downward movement taking place on Thursday. The Money Wise guys discuss the lower volume in the S&P 500 and how less participation exacerbates moves in the market. They also discuss the one thing that is always present in the...
Feb 19, 2022•1 hr 21 min
Jeff, Joe, and Kyle are back with another market update. Last week, the Dow was down 1%, the S&P 500 was down 1.8%, and the NASDAQ was down 2.2%. Year-to-Date, all three indexes remain down. The guys discuss what happened on Thursday to cause an abrupt about-face in the markets late in the week, what’s happening with so-called darling tech stocks, and why some retail investors are getting spooked. In the second hour, the Money Wise guys share their Best Investment Advice Ever. You don’t want...
Feb 12, 2022•1 hr 21 min
Jeff, Joe, John, and Kyle kick off the show with a look back at last week’s market movements. The Dow was up 1%, the S&P 500 was up 1.5%, and the NASDAQ was up 2.4%. All three major indexes remain down YTD, with performance for the month of January being the worst we’ve seen in a few years. The guys discuss why it was a wild earnings week for some of the big name stocks, why they think the market is still in search of its support level, and why we’re seeing fits and starts this year. In the ...
Feb 05, 2022•1 hr 21 min
Jeff and Kyle are joined by their father, John, this week. The trio begins the show with a recap of last week’s market movements. The Dow was up 1.3%, the S&P 500 was up 0.8% and the NASDAQ was flat for the week. All three indexes remain down YTD. The entire week was made on the last day of the trading week, but there is a broader story that isn’t showing up in the numbers. The Money Wise guys share their takes, with some market history, as well. They discuss the most recent Federal Reserve ...
Jan 29, 2022•1 hr 21 min
Jeff, Joe, and Kyle kick off this week’s episode with last week’s market recap. The Dow was down 4.6%, the S&P 500 was down 5.7%, and the NASDAQ was down 7.6%. All three major indexes remain in the red YTD. The last 14 trading days have seen a significant market decline - more than 12% for the NASDAQ - and the Money Wise guys discuss why it’s important to check your emotions at the door. They provide long-term perspective, review the dangers of complacency, and discuss why corrections are a ...
Jan 22, 2022•1 hr 22 min
The Money Wise guys are kicking off the show with their customary market recap. The Dow was down last week, as were the S&P 500 and the NASDAQ. Year-to-date, all three major indexes remain down. So far, 2022 is living up to its billing as a more volatile year for investors. There’s an almost daily rotation in and out of different industrial sectors causing more volatility, but the good news is that the NASDAQ doesn’t seem to be moving past its 200-day moving average. Jeff, Joe, and Kyle also...
Jan 15, 2022
Jeff, Joe, and Kyle are joined this week by special guest John Davidson. The Money Wise guys start the show with last week’s market recap, which showed all three major indexes were down to start 2022, with the NASDAQ really taking it on the chin. The guys discuss how rebalancing and profit-taking can often cause volatility, but the Federal Reserve meeting minutes from December also precipitated more selling last week. The guys further discuss how the Fed raising interest rates could impact the e...
Jan 08, 2022•1 hr 21 min
Jeff, Joe, and Kyle are kicking off the new year with a look back at the markets in 2021, as well as a recap of last week’s numbers. To end the year, the Dow was up, the S&P 500 was up, and the NASDAQ was down. Final numbers for the year, without dividends reinvested, show that the markets had a pretty spectacular year. The Dow was up 18.7%, the S&P 500 was up 26.9%, and the NASDAQ was up 21.4%. The Money Wise guys review which predictions they came close on, which missed the mark, and w...
Jan 01, 2022•1 hr 21 min
Jeff, Joe, and Kyle are back this week with a rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. However, it’s been a strong year and all three major indexes remain up in double digits year-to-date. It was all about the Fed this past week, and particularly the FOMC decisions. The week began with selling the rumor, evolved to buying on the news, then saw more selling at the week’s end. The Money wise guys discuss the “why” of it all and help l...
Dec 18, 2021•1 hr 21 min
Kyle and Joe kick off this week’s show with a quick market recap. It was a strong week of recovery after last week’s disappointing performance. The Dow was up, the S&P 500 was up, and the NASDAQ was up. The market seems to have bounced back from the Fed’s comments to Congress several weeks ago, and it’s responding well to favorable news from the CDC regarding the Omicron variant. The only thing remaining on the calendar for the rest of the year is the Federal Reserve policy meeting scheduled...
Dec 11, 2021•1 hr 21 min
Jeff, Joe, and Kyle are back in the studio this week to share last week’s numbers from Wall Street. The Dow was down 4.8%, the S&P 500 was down 3.4%, and the NASDAQ was down 5.5%. All three indexes remain up by double digits YTD, though we saw the worst Black Friday market performance in history. It’s clear that the market has reacted to the Omicron variant, and the Fed’s more hawkish remarks on tapering have some investors back on the panic-selling hamster wheel we’ve seen with other varian...
Dec 05, 2021•1 hr 21 min
The Money Wise guys know that savvy investing requires continuous education. That’s why they’re sharing two special topics of interest this week. In the first hour, they bring you the transparency you need by telling you what the big brokerage firms won’t. In the second hour, they dig into behavioral finance and explain how you can ensure you’re making investment decisions based on logic and data - rather than emotions. Don’t miss the details as the Money Wise guys pull back the curtain on Wall ...
Nov 27, 2021•1 hr 21 min
In this special investor education episode, the Money Wise guys pull the curtain back on Wall Street and share more transparency with investors. Why? Well, the big brokerage firms aren’t telling you everything you need to know. Luckily, the Davidson Capital Management team has spent more than 30 years reviewing prospective clients’ portfolios, and they’ve noticed recurring themes. In this episode, the Money Wise guys share the questions you should be asking, how to dig deeper into your portfolio...
Nov 20, 2021•40 min
Jeff and Joe start the show with a market recap from last week. The Dow was down, the S&P 500 was down, and the NASDAQ was down - though each by less than 1%. All three indexes remain up by double digits on the year. Last week’s numbers were all about inflation, as the Producer Price Index showed a rise of 8.6% year over year, which met expectations. The Consumer Price Index showed an increase of 6.2% year over year, which was slightly higher than expectations and the highest change since 19...
Nov 13, 2021•1 hr 21 min
Jeff, Joe, and Kyle open the show with a market recap from the previous week. The Dow was up 1.4%, the S&P 500 was up 2%, and the NASDAQ was up 3.1%. Year-to-Date, all three indexes are up more than 20%. In other good news, we are having quite a 4th quarter rally, but the real question is... why? The Money Wise guys review the possible answers, including recent big cap tech earnings, new language around inflation, and the fact that the Federal Reserve delivered exactly what the market wanted...
Nov 07, 2021•1 hr 1 min
Jeff, Joe, and Kyle are back with their customary update on last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All three closed on Friday at all-time highs. It was a big week for earnings, though Apple and Amazon didn’t...
Oct 30, 2021•1 hr 21 min
Jeff, Joe, and Kyle dive into last week’s market numbers, which showed the Dow up 1.1%, the S&P 500 up 1.6%, and the NASDAQ up 1.3%. All three indexes remain up in double digits year-to-date. It’s earnings season, and the Money Wise guys explain how the market is absorbing the information thus far. Though there was some hand wringing coming into the Q3 earnings report, EPS growth and revenues are coming in above estimates - and above the five-year average. Still, it remains to be seen whethe...
Oct 23, 2021•1 hr 21 min
Jeff, Joe, and Kyle begin the show with their customary run-down of last week’s market numbers. The Dow Jones was up, the S&P 500 was up, and the NASDAQ was up, as well. YTD, the Dow is up 15.3%, the S&P 500 is up 19%, and the NASDAQ is up 15.6%. The guys revisit discussions on inflation, “barbell strategy,” supply chain bottlenecks, and a schizophrenic market that shows different industries taking the lead week in and week out. It all makes for less market clarity and stands as a good r...
Oct 16, 2021
Jeff, Joe, and Kyle start the show with a rundown of last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up. All three indexes remain up year-to-date. This week did see the NASDAQ suddenly in last place, likely due to the changing interest rate environment and hand-wringing about the political theatre unfolding in Washington around the debt ceiling. The guys also discuss the disappointing September jobs numbers and the reasons for changes in the unemp...
Oct 09, 2021•1 hr 21 min
Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. Wall Street saw the Dow down, the S&P 500 down, and the NASDAQ down, as well. Year-to-Date, all three indexes remain up by double digits, though they are all about 4% off their all-time highs, as well. The Money Wise guys recap Q3, which looked good until September came along, and they share why investors should buckle their seatbelts for October. As always, the guys share the importance of preparing your i...
Oct 02, 2021•1 hr 21 min
Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was up, and the NASDAQ was unchanged. All three indexes remain up YTD, though all three are also slightly down from their 52-week highs. The week was anything but typical, though at the end of the week it appeared fairly typical to those who hadn’t been paying attention. We saw a bit of a corrective move at the beginning of the week, but it was mostly recovered by Friday. T...
Sep 25, 2021•1 hr 1 min
Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little farther away, but we will never forget about the lives lost and the people who took those lives. We all take a pause to memorialize this somber day and those who perished that day. The markets too, have taken a pause this past week with Wall Street observing the 20th anniversary of 9/11 on Friday in the heart of New York City. The DOW, S&P, and NASDAQ w...
Sep 11, 2021•1 hr
