Davidson Capital Management, Inc.
Money Wise
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.
Besuch unbedingt die Website des Podcasts und unterstütze die Macher: www.davidsoncap.com
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Davidson Capital Management, Inc.
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24. Okt 2026
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Short-Term Market Noise, Long-Term Investing, & RIA vs Broker 24.10.2026 59:54
On Wall Street last week, the Dow Jones Industrial Average gained about 213 points, or 0.4%, while the S\&P 500 declined about 36 points, or 0.5%, and the Nasdaq fell about 185 points, or 0.7%. Year to date, the Dow is up 8.6%, the S\&P 500 is up 11.4%, and the Nasdaq is up 11.7%. The Money Wise Guys examine the market's continued sideways movement and the growing influence of short-term t...
Trends vs. Trades, Looking Past the Headlines, & The Best Investment Advice Ever 03.10.2026 1:20:41
This week on Money Wise, the Money Wise Guys ask whether recent market moves represent a lasting trend or a short-term trade, before taking a closer look at equity-indexed annuities and the importance of digging beneath the sales pitch. On Wall Street last week, the Dow Jones Industrial Average fell about 651 points, or 1.3%, while the S\&P 500 declined about 21 points, or 0.3%, and the Nasdaq...
Oil Market Speculation, Rethinking Roth Conversions, & Equity-Indexed Annuities 26.09.2026 1:20:57
This week on Money Wise, the Money Wise Guys look beyond the latest market noise to discuss oil speculation, interest-rate expectations, and when a Roth conversion may - or may not - make sense. On Wall Street last week, the Dow Jones Industrial Average gained about 146 points, or 0.3%, while the S\&P 500 rose about 93 points, or 1.2%, and the Nasdaq climbed about 546 points, or 2.1%. Year to...
A Surprise Rate Hike, AI Anxiety, & What Wall Street Won’t Tell You 19.09.2026 1:00:12
This week on Money Wise, the Money Wise Guys break down the Fed’s surprise interest rate increase, the growing debate surrounding AI, and why investors should stay focused on market fundamentals. On Wall Street last week, the Dow Jones Industrial Average fell about 891 points, or 1.7%, while the S\&P 500 declined about nine and a half points, or 0.1%, and the Nasdaq gained about 189.5 points,...
Interest Rates in Perspective, Midterm Elections, & Equity-Indexed Annuities 05.09.2026 1:21:01
The Money Wise Guys kick off this Labor Day weekend edition with a mixed week on Wall Street. The Dow Jones Industrial Average fell about 147 points, or 0.3%, while the S\&P 500 gained about seven points, or 0.1%, and the Nasdaq rose about 105 points, or 0.4%. Year to date, the Dow is up 11.1%, the S\&P 500 is up 12.8%, and the Nasdaq is up 14%. With lighter trading volume continuing throu...
Fed Talk Fuels Volatility, Fundamentals Tell a Different Story, & What Wall Street Won’t Tell You 29.08.2026 1:20:42
The Money Wise Guys are back this week with plenty to unpack as investors digest another round of economic data and renewed questions about where interest rates may be headed. On Wall Street, the Dow gained 0.5%, the S\&P 500 rose 0.5%, and the Nasdaq climbed 0.8% for the week. Year to date, the Dow is up 11.4%, the S\&P 500 is up 12.7%, and the Nasdaq is up 13.6%. Much of the week's atten...
Bond Vigilantes Return, Wall Street’s Latest Speculation, & RIA vs. Broker 22.08.2026 1:20:23
The Money Wise Guys kick off this week’s show with a look at a tougher stretch on Wall Street. The Dow Jones Industrial Average fell about 455 points, or 0.8%, the S\&P 500 declined roughly 111 points, or 1.4%, and the Nasdaq dropped about 549 points, or 2.1%. Despite the pullback, all three major indexes remain positive for the year, with the Dow up 10.8%, the S\&P 500 up 12.1%, and the N...
Interest Rates in Focus, Getting Rich Slowly, & The Best Investment Advice Ever 15.08.2026 1:20:43
This week on Money Wise, the team takes a closer look at what’s driving markets as investors weigh inflation, interest rates, housing costs, and continued economic uncertainty. Wall Street turned in a mixed week, with the major indexes staying relatively steady as investors continued to weigh inflation, interest rates, and the broader economic picture. The Dow Jones Industrial Average fell about 3...
Markets Recover, Avoiding Speculation, & Equity-Indexed Annuities 08.08.2026 1:21:12
Another week of strong market gains served as a reminder that long-term fundamentals can quickly regain center stage once short-term volatility begins to fade. Markets rebounded sharply this week as investors looked beyond July's volatility and refocused on corporate fundamentals. The Dow Jones Industrial Average gained 3.0%, the S\&P 500 rose 3.6%, and the Nasdaq climbed 5.2%. Year to date, t...
Technical Selloffs, Active Management, & What Wall Street Won’t Tell You 01.08.2026 1:20:24
Wall Street finished the week higher despite another bout of volatility driven by interest rates, inflation concerns, and technical selling in the technology sector. The Dow Jones Industrial Average gained 1.0%, while the S\&P 500 rose 1.0% and the Nasdaq advanced 1.6%. Year to date, the Dow and Nasdaq are each up 9.2%, with the S\&P 500 leading at 9.4%. The Money Wise guys discuss the Fed...
Roth Conversions, Portfolio Liquidity, & RIA vs Broker 25.07.2026 1:20:25
Wall Street pulled back modestly this week as investors continued rotating away from some of the market's biggest technology names. The Dow Jones declined 0.4%, the S\&P 500 fell 0.6%, and the Nasdaq dropped 2.1%. Despite the weekly decline, all three major indexes remain positive for the year, with the Dow up 8.1%, the S\&P 500 up 8.3%, and the Nasdaq up 7.5% year to date. The Money Wise...
Managing Risk, Semiconductor Opportunities, & The Best Investment Advice Ever 18.07.2026 1:20:36
Wall Street pulled back this week as investors took profits following a strong first half of the year. The Dow Jones declined 0.9%, the S\&P 500 fell 1.6%, and the Nasdaq dropped 2.9%. Despite the weekly weakness, all three major indexes remain positive for the year, with the Dow up 8.5%, the S\&P 500 up 8.9%, and the Nasdaq leading with a 9.8% gain year to date. The Money Wise guys discus...
Estate Planning Matters, AI's Growth Continues, & Equity Indexed Annuities 11.07.2026 1:21:15
Wall Street delivered another resilient week despite renewed geopolitical tensions in the Middle East. The Dow Jones slipped 0.5%, while the S\&P 500 gained 1.2% and the Nasdaq advanced 1.7%. Year to date, the Dow is now up 9.5%, the S\&P 500 has gained 10.7%, and the Nasdaq leads the major indexes with a 13.1% return. The Money Wise guys discussed how investors have become increasingly ac...
Market Breadth Improves, SpaceX Hype Fades, & What Wall Street Won't Tell You 27.06.2026 1:20:24
The Money Wise guys are back in the studio with a brand-new episode of Money Wise. After several weeks of leadership from large-cap technology stocks, markets took on a more mixed tone. The Dow Jones Industrial Average gained 0.6% for the week, while the S\&P 500 declined 2.0% and the Nasdaq fell 4.6%. Despite the pullback, all three major indexes remain positive for the year, with the Dow lea...
SpaceX IPO Fuels Excitement, Fundamentals Still Matter, & 401(k) Rollovers 13.06.2026 1:00:33
Markets continue to grind higher this week, with all three major indexes posting gains. The Dow Jones Industrial Average rose 0.7%, while both the S\&P 500 and Nasdaq gained roughly 0.7% as well. Year to date, the Dow is now up 6.5%, the S\&P 500 has advanced 8.6%, and the Nasdaq leads the way with an 11.4% return. The Money Wise guys note that despite some midweek volatility, markets resp...
Good News Becomes Bad News, Investing vs Gambling, & RIA vs. Broker 06.06.2026 1:20:21
A strong jobs report took center stage this week, but the market’s reaction was anything but straightforward. The Dow Jones Industrial Average slipped about 0.3%, while the S\&P 500 fell 2.6% and the Nasdaq dropped 4.7%. Despite the pullback, all three major indexes remain positive for the year, with the Dow up 5.8%, the S\&P 500 up 7.9%, and the Nasdaq ahead by 10.6%. The Money Wise guys...
Fundamentals Win Again, Opportunity in Overlooked Sectors, & Best Investment Advice Ever 16.05.2026 1:21:07
Another week of market action is in the books, and on this week’s Money Wise, the team breaks down the key developments investors are watching. Market performance was relatively muted this week, with the Dow Jones Industrial Average slipping about 0.2%, while the S\&P 500 posted a modest gain of 0.1% and the Nasdaq finished slightly lower by 0.1%. Despite the quiet week, year-to-date returns r...
Earnings Growth Stays Strong, Inflation Remains in Focus, & Equity Index Annuities 09.05.2026 1:21:21
The Money Wise guys are back in the studio to break down what’s really driving markets - not just the headlines. This past week markets continued climbing higher, with the S\&P 500 and Nasdaq once again closing at new all-time highs. For the week, the Dow Jones Industrial Average gained about 0.2%, while the S\&P 500 rose roughly 2.3% and the Nasdaq surged approximately 4.4%. Year to date,...
Markets Hit New Highs, Earnings Strength Leads the Way, & What Wall Street Won’t Tell You 02.05.2026 1:20:45
Welcome to this week’s Money Wise, where we recap the week in markets and highlight the stories shaping investor behavior. In the week that just passed, markets continued their upward momentum this week, with the Dow Jones Industrial Average gaining about 0.5%, the S\&P 500 rising roughly 0.9%, and the Nasdaq advancing around 1.2%. Year to date, all three major indexes remain solidly positive,...
Earnings Take Center Stage, Institutional Buying Leads, & RIA vs. Broker 25.04.2026 1:21:00
We’re back with a brand new episode of Money Wise, with a look on the numbers coming out of Wall Street last week. Markets showed mixed performance this week, with the Dow Jones Industrial Average slipping about 0.4%, while the S\&P 500 rose roughly 0.5% and the Nasdaq gained about 1.5%. Year to date, all three major indexes remain positive, with the Dow up 2.4%, the S\&P 500 up 4.7%, and...
V-Shaped Recovery Continues, Speculation Concerns Rise, & The Best Investment Advice Ever 18.04.2026 1:20:42
The Money Wise guys are back with another brand-new episode. This past week, markets surged higher, with the Dow Jones Industrial Average gaining 3.2%, the S\&P 500 rising 4.5%, and the Nasdaq leading with a 6.8% increase. Year to date, all three major indexes are now firmly positive, with the Dow up 2.9%, the S\&P 500 up 4.1%, and the Nasdaq up 5.3%. The guys note that much of the year’s...
Markets Rally on Ceasefire, Oil Prices Remain in Focus, & Equity Index Annuities 11.04.2026 1:21:18
The Money Wise guys are back inside the studio after a week off and bringing with them the numbers from last week’s market performance. Markets moved sharply higher this week following a two-week ceasefire between the United States and Iran, with the Dow Jones Industrial Average gaining about 1,412 points, or 3%, the S\&P 500 rising roughly 3.6%, and the Nasdaq leading the way up approximately...
Dow in Correction, Media Noise & What Wall Street Won’t Tell You 28.03.2026 1:20:56
Welcome back to Money Wise, where we pull back the curtain on Wall Street and give you the whole truth, not just the half. It was another rough week across the major indices. The Dow Jones Industrial Average fell roughly 408 points, or about 0.9%, while the S\&P 500 dropped approximately 138 points, down 2.1% on the week. The NASDAQ led losses, declining around 700 points - a 3.2% slide. Year-...
Markets Break Key Levels, Indiscriminate Selling Spreads, & RIA vs Broker 21.03.2026 1:20:40
We’re back with another episode of Money Wise, where the Money Wise guys pull back the curtain on Wall Street and talk about what’s actually moving the markets. Markets declined again this week as volatility picked up across all major indexes. The Dow Jones Industrial Average fell about 984 points, or 2.1%, while the S\&P 500 dropped roughly 1.9% and the Nasdaq declined around 2.1%. Year to da...
Market Volatility Continues, Private Credit Concerns & Best Investment Advice Ever 14.03.2026 1:21:12
The Money Wise guys are back with an all-new episode. In the week just past, markets moved lower again as geopolitical tensions and rising oil prices continued to drive investor sentiment. For the week, the Dow Jones Industrial Average declined about 943 points, or 2%, while the S\&P 500 fell roughly 1.6% and the Nasdaq dropped around 1.3%. Year to date, all three major indexes are now negativ...
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