"Tech stocks are back to doing what tech does."
"This is uncharted territory for bond markets."
"US GDP growth has been revised upward."

In this episode, Joey Loss and Adam Van Wie dig into the chaos of equity and bond markets in September. While the S&P looked fairly steady on the surface, major rotations took place underneath and tech took back the throne. Meanwhile, the fed increased rates mid-month while the 2 and 10 year points of the curve rose organically.

What should investors expect through the rest of the year? Joey and Adam break it down.

Key Topics:

• (00:00) Market overview and September's quiet surface
• (02:01) Tech sector's divergence from broader market
• (03:56) Interest rates, political tension, and AI's role
• (06:02) Bond yields, competition, and risk premiums
• (08:02) Historical context of current bond market conditions
• (09:51) Impact of rising yields on consumer and mortgage rates
• (12:04) US and European bond market dislocations
• (13:53) US economic growth, GDP revisions, and corporate profits
• (15:47) International oil markets and geopolitical risks
• (17:59) European economic challenges and innovation gap
• (20:01) Oil supply, demand, and strategic reserves
• (22:07) Market seasonality, Q4 outlook, and election cycle
• (23:51) Investment opportunities and portfolio rebalancing
• (26:01) Market resilience and long-term fundamentals

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
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Read our audio, video, and written content disclaimer here.

"All of [Scott Bessent’s] tools push inflation up."
"AI models are acting autonomously already."
"It's hard to bet against NVIDIA."

In this episode, Joey Loss and Adam Van Wie discuss the latest market developments, the implications of the recent jobs report, the bond market mess, the biggest “heist” thus far in AI history – the Hugging Face incident and NVIDIA's strategic moves (including the purchase of Hugging Face).

Key Topics:

• (00:00) Market overview and recent economic data
• (02:05) Analysis of the jobs report and Fed rate hike considerations
• (04:16) Impact of interest rate hikes on the economy and housing market
• (07:45) Upcoming inflation data and Fed policy outlook
• (10:13) Treasury debt management and its influence on rates
• (13:29) What is Hugging Face and the recent AI security breach
• (15:52) NVIDIA's strategic move into AI platform space
• (19:00) The future of AI development and global competition
• (22:15) Market sentiment, technology advances, and investment outlook
• (25:25) Looking ahead: key events and market predictions

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

"Rising rates can temporarily impact equities."
"Temporary oil shocks don't mean lasting inflation."
"Bitcoin's recent surge is surprising and intriguing."

In this episode, Joey Loss and Adam Van Wie talk about the incredible public company earnings reports of the second quarter, the increased concern about the long end of the bond curve, why equity investors should care about that, and how midterms and data centers impact the stock market’s view of the future.

Key Topics:

• (00:00) Market health and recent earnings reports
• (01:09) External factors influencing market volatility
• (02:09) Interest rates, yields, and market valuation
• (03:38) Impact of rising bond yields on equities
• (05:33) Building the market story: AI boom and geopolitical risks
• (07:23) AI companies borrowing and bond market effects
• (09:25) Data centers: importance, risks, and regulatory issues
• (13:22) Data center development and local community impacts
• (17:58) Market performance year-to-date and asset class review
• (19:47) Federal Reserve and Treasury actions to stabilize markets
• (22:12) Inflation, oil prices, and monetary policy
• (26:27) Market outlook and investor advice

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.