It’s Not a Bubble if it Doesn’t Pop

In this episode; In their October meeting the Fed decided to cut interest rates by 25 basis points, surprising no one. What was not expected were the negative comments made by Chairman Powell in the Fed’s presser. Those comments have sent the market into a short slide, despite the rate cut. Earnings reports have begun to come in from several big tech companies. Those reports are very strong with AI driving record investment and ROI for all the major tech players. Which, begs the current question du jour: when will the AI bubble burst? The answer might be that it won’t.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Shut It Down

In this episode; as of recording this it is day nine of the 2025 US federal government shutdown. How long will the shutdown continue? And how much have other government shutdowns actually affected market performance? Jamie Dimon decided now was the time for him to make the rounds through headline news and drop yet another batch of quality, gasoline soaked topical commentary. Also, SWM is still very bullish on 2025’s Q4 performance. As we prepare for earnings season Joshua breaks down all of the historical and current data.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

All Eyes on October

In this episode; macro economic data continues to come in positively, often beating analyst’s expectations. And we finally got another rate cut! Despite some strange comments by Fed Chairman Powell (surprising, we know) the Fed is expected to follow up with additional cuts to end 2025. And historical data points to October, potentially, being an outstanding month.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.