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

Autor

Davidson Capital Management, Inc.

Kategorie

Business

Podcast-Website

www.davidsoncap.com

Neueste Folge

24. Okt 2026

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Friday Gains, Fed-Speak & What Wall Street Won’t Tell You 22.10.2022

Jeff, Joe, and Kyle are back in the studio sharing last week’s market movements. The Dow was up 4.9%, the S&P 500 was up 4.7%, and the NASDAQ was up 5.2%. YTD, all three remain in the red. We had a slight attack of the Fridays last week, with gains across the board at the end of the week. The biggest question is, will it hold? The Money Wise guys discuss the issue from all sides in this engagi...

A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have 15.10.2022

Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow was up 1.2%, the S&P 500 was down 1.6%, and the NASDAQ was down 3.1%. All three indexes remain down in double digits year-to-date. Last week featured a Thursday rip-your-face-off, short-covering, technical bounce rally after the S&P dipped below 3500, but it didn’t hold on Friday. It was one of the top five revers...

A Short Covering Rally, Lower Unemployment & Retiree Spending Rules 08.10.2022

Jeff, Joe, and Kyle are back in the studio after a week where we eeked out some gains due to strong Monday and Tuesday buying. The Dow was up 2% on the week, the S&P 500 was up 1.5%, and the NASDAQ was up 0.7%. All three remain down YTD. Above-average buying on Monday and Tuesday led to a week of gains, despite down days later in the week. The Money Wise guys explain why they consider it a sho...

How September Ruined the Quarter & 10 Myths of Retirement Planning 01.10.2022

Jeff, Joe, and Kyle kick off the show with their customary rapid-fire market recap. Last week saw the Dow down 2.9%, the S&P 500 also down 2.9%, and the NASDAQ down 2.7%. We just finished Q3, which saw the Dow down 6.7%, the S&P 500 down 5.3%, and the NASDAQ down 4.1%. Year-to-date, all three major indexes remain down by greater than 20%, and we’ve hit new closing lows for all three. The g...

TINA is Dead, the Bear Market Continues & How to Know You’re Retirement Ready 24.09.2022

Jeff, Joe, and Kyle are back with another week of market updates and hot takes on the issues that matter most to you. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. It’s more of the same YTD, with all three significantly in the red. The Money Wise guys explain why the old adage of “TINA” is dead, and why something else has come back from the dead - the 60/40 portfo...

The Chickens Are Coming Home to Roost & The Best Investment Advice Ever 17.09.2022

Jeff, Joe, and Kyle kick off the show with their customary market update. Last week saw the Dow down 4.1%, the S&P 500 was down 4.8%, and the NASDAQ was down 5.5%. All three remain down YTD. The guys get a bit political as they discuss a tough week for investors, the Consumer Price Index (CPI) numbers, the Fed, and more. They encourage listeners to always “vote your wallet” but spar about econ...

A Short Trading Week, a Churning Market & Fed-Speak That Won’t Quit 10.09.2022

Jeff, Joe, and Kyle are back after a week off - and what a week it was. Though it was a short trading week due to Labor Day, the Dow was up 2.7% last week, the S&P 500 was up 3.6%, and the NASDAQ was up 4.1%. For the year, all three remain in the red. It was the first positive week we’ve seen in the last three weeks but, after an August that was down across the board, it’s clear the market can...

The Word of the Week is ‘Pain’ & The Skinny On Equity Indexed Annuities 27.08.2022

Jeff, Joe, and Kyle are in the studio once again to recap last week’s market action. The Dow was down 4.2%, the S&P 500 was down 4%, and the NASDAQ was down 4.4%. YTD all remain down in double digits. Fed chairman Jerome Powell triggered high-frequency trading last week after using the word “pain” twice in the same speech. The MoneyWise guys discuss why this matters and the impact it had. They...

A Rollover on the Summer Rally & What Wall Street Won’t Tell You 20.08.2022

Jeff, Joe, and Kyle are back at it after a week off and they start the show with a look at last week’s market activity. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-date, the Dow is down 7.2%, the S&P 500 is down 11.3%, and the NASDAQ is down 18.8%. We’ve experienced a little bit of give-back since the summer rally that began in July, and the guys discuss differ...

Pre-Pandemic Unemployment, A Perversion of the Markets & RIA vs. Broker 06.08.2022

Jeff, Joe, and Kyle kick off the show once again with a rapid-fire market update. It was a bit of a mixed bag with the Dow down, the S&P 500 up, and the NASDAQ up. All three major indexes remain down year-to-date. Most of the action last week occurred on Friday, and the Money Wise guys discuss the economic drivers that lead to it. They also discuss why the market sometimes interprets good news...

The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology 30.07.2022

Jeff, Joe, and Kyle are back and bringing you another rapid-fire market recap. Last week, the Dow was up 3.0%, the S&P 500 was up 4.3%, and the NASDAQ was up 4.7%. Year-to-Date, the Dow is down 9.6%, the S&P 500 is down 13.3%, and the Nasdaq is down 20.8%. However, July was a big month and all three major indexes ended in the positive on the final trading day of the month. It’s still too e...

Stop Calling the Bottom & 5 Things Every Portfolio Should Have 23.07.2022

Jeff, Joe, and Kyle are back in the studio with another rapid-fire market recap for last week. The Dow was up 2%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.3%. Though it was a positive week, all three major indexes remain down year-to-date. We enjoyed a nice four-day rally last week, followed by an attack of the Fridays caused by a tipping domino in the tech world. The guys discuss the...

Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules 16.07.2022

Jeff, Joe, and Kyle are back at it, starting the show with a market recap that shows all three major indexes down again. The Dow, the S&P 500, and the NASDAQ also remain down YTD. The week was far less negative than it would have been without such a positive Friday, driven by some earnings numbers from stocks and banks. The market also showed some optimism on information from the PPI and its i...

A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning 09.07.2022

Jeff, Joe, and Kyle kick off the show with their traditional market recap, and the numbers are a bit more positive as we enter the third quarter of 2022. The Dow was up 0.8%, the S&P 500 was up 1.9%, and the NASDAQ was up 4.6%. All three indexes remain down YTD. Investors experienced a bit of relief across the major indexes last week, though we’re still in a bear market. The Money Wise guys di...

A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement 02.07.2022

Jeff, Joe, and Kyle are back with another rapid-fire market recap. The Dow was down 1.3% last week, the S&P 500 was down 2.2% and the NASDAQ was down 4.1%. All three indexes were down for the second quarter of 2022 by double digits. It was the worst quarter since the first quarter of 2020 when COVID-19 hit, and the worst 6 months of the year for the S&P 500 since 1970. In short, it was a b...

A Tranquilizer Dart for the Bear & The Best Investment Advice Ever 25.06.2022

Jeff, Joe, and Kyle kick off this week’s show with a market recap that is distinctly more positive than the last few weeks. The Dow was up 5.4%, the S&P 500 was up 6.4%, and the NASDAQ was up 7.5%. All three indexes remain down in double digits YTD. The market gave us a reprieve this week from the big, hairy, smelly bear market as if it was hit with a tranquilizer dart for a short time. The Mo...

A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities 18.06.2022

Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and  31%, respectively. The S&P 500 officially crossed into bear market territory - a big, hairy, smelly bear - and now we’re all wondering how long it...

The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker 11.06.2022

Jeff, Joe, and Kyle are here with another review of last week’s market movements. The Dow was down 4.6%, the S&P 500 was down 5%, and the NASDAQ was down 5.5%. Year-to-Date, the Dow is down 13.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 27.5%. Though we spent the last few trading weeks in the “market cha-cha,” we reached a lower leg last week. The CPI came out on Friday and it wa...

‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology 04.06.2022

Jeff, Joe, and Kyle are back at it with a rapid-fire market review to start the episode. The Dow was down last week by just shy of 1%, and the S&P 500 and the NASDAQ were down a little more than 1%. On the year thus far, all three indexes remain down. In yet another attack of the Fridays, we saw a largely positive week end in the red, and the guys share why the Federal Reserve’s continued move...

A Rally to Break the Downward Trend & Lower Rates Take High Toll on Retirement 28.05.2022

Jeff, Joe, and Kyle are back in the studio to recap last week’s rally. The Dow was up 6.2%, the S&P 500 was up 6.6%, and the NASDAQ was up 6.8%. Despite the strong week, each of these major indexes remains down year-to-date. We’re still seeing light volume, which means there’s still not much conviction on the sell side or on the buy side. So, the ultimate bottom may still be in front of us. Th...

A Tough Week with a Ray of Sunshine & Five Things Every Portfolio Should Have 21.05.2022

Jeff, Joe, and Kyle are back to analyze another week’s market movements. The Dow was down 2.9%, the S&P 500 was down 3.0%, and the NASDAQ was down 3.8%. All three indexes are still in the red for the year. It was another tough week on Wall Street, but the Money Wise guys discuss a ray of sunshine that came late Friday. They examine the big reversals and discuss possible reasons, including opti...

Fed Transparency, Somber Numbers & Retiree Spending Rules 14.05.2022

Jeff and Kyle are back in the studio kicking off the show with a rapid-fire recap of last week’s major market indexes. The Dow was down 2.1%, the S&P 500 was down 2.4%, the NASDAQ was down 2.8%. All three indexes are down by double-digits year-to-date. The Money Wise guys discuss the somber numbers, as well as how the market reacted to last week’s reports from the Consumer Price Index and Prod...

No Rest for the (Market) Weary & 10 Myths of Retirement Planning 07.05.2022

Jeff, Joe, and Kyle are back again this week with their customary market recap. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-Date, all three indexes remain down, as well. It was a very volatile week that included a rip-your-face-off rally, then a rip-your-face-off retraction, and a low close for the year for the S&P 500. The guys discuss what’s happening, the mo...

Low Closes, Potential Capitulations & The ‘Are You Ready for Retirement?’ Quiz 30.04.2022

Jeff, Joe, and Kyle are back with another jam-packed show, starting with a rapid-fire market recap. Last week, the Dow was down 2.5%, the S&P 500 was down 3.3%, and the NASDAQ was down 3.9%. All three indexes remain down YTD. We experienced another “attack of the Fridays” last week, leading to several low closes for the year - at least so far. The guys review why you have to be prepared for ti...

Attack of the Fed Governors’ Rhetoric & The Best Investment Advice Ever 23.04.2022

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 govern...

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