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.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.davidsoncap.com

Autor

Davidson Capital Management, Inc.

Kategoria

Business

Strona podcastu

www.davidsoncap.com

Ostatni odcinek

24 paź 2026

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Odcinki

Markets React to Middle East Tensions, Oil Prices Rise, & Equity Index Annuities 07.03.2026

Markets moved lower this week as investors reacted to geopolitical tensions, rising oil prices, and renewed volatility in global markets. For the week, the Dow Jones Industrial Average fell roughly 1,476 points, or about 3%, while the S\&P 500 declined approximately 2% and the Nasdaq slipped about 1.2%. Year to date, the major indexes are modestly negative, with the Dow down around 1.2%, the S...

AI Speculation Sparks Volatility, Treasury Yields Dip Below 4%, & What Wall Street Won’t Tell You 28.02.2026

The Money Wise guys are back at it, kicking off the show with a review of last week’s numbers from Wall Street. Markets experienced another week of volatility as investors continued sorting through a mix of economic signals and shifting narratives around artificial intelligence. For the week, the Dow Jones Industrial Average fell roughly 648 points, or about 1.3%, while the S\&P 500 declined a...

Market Resilience During Policy Shifts, Consolidation Continues, & RIA vs Broker 21.02.2026

Markets moved higher this week while continuing to work through a longer-term consolidation phase that has defined much of the year so far. For the week, the Dow Jones Industrial Average gained 0.3%, the S\&P 500 rose 1.1%, and the Nasdaq advanced 1.5%. Year to date, the Dow leads at +3.3%, the S\&P 500 is up 0.9%, and the Nasdaq remains down 1.5%. From a technical perspective, the S\&...

Artificial Intelligence Headlines, Volatility Returns in a News-Driven Market, & Best Investment Advice Ever 14.02.2026

Volatility returned to markets this week, reinforcing how quickly sentiment can shift in a headline-driven environment. For the week, the Dow Jones Industrial Average declined about 615 points, or 1.2%, the S\&P 500 fell roughly 96 points, or 1.4%, and the Nasdaq dropped approximately 485 points, or 2.1%. Year to date, the Dow remains up 3%, while the S\&P 500 is essentially flat, down 0.1...

Dow Strength, NASDAQ Pressure, & Equity Index Annuities 07.02.2026

Markets delivered mixed signals this week, reminding investors that headline performance rarely tells the full story. For the week, the Dow Jones Industrial Average surged 1,223 points, or 2.5%, while the S\&P 500 edged lower by about 7 points, or 0.1%. The Nasdaq declined roughly 431 points, or 1.8%. On a year-to-date basis, the Dow is now up 4.3%, the S\&P 500 is up 1.3%, and the Nasdaq...

When Markets Pause, Precious Metals in Focus, & What Wall Street Won’t Tell You 31.01.2026

Rather than reacting to short-term market swings, this week on Money Wise took a closer look at the technical patterns shaping recent market activity. For the week, the Dow Jones Industrial Average declined by roughly 206 points, or 0.4%, while the S\&P 500 gained approximately 23 points, or 0.3%. The Nasdaq slipped about 39 points, or 0.2%. Despite modest weekly movement, year-to-date results...

Algorithmic Trading vs Human Judgement, Political Headlines, & RIA vs. Broker 24.01.2026

The Money Wise guys are back inside the Money Wise studio with an all-new episode. This week, the conversation opens with a look at recent market performance. Major indexes moved modestly lower for the week, while year-to-date results remain positive across the Dow, S\&P 500, and Nasdaq. That context matters, especially in a market environment that continues to trade within a narrow range. Muc...

Short-Term Volatility, Long-Term Investor Behavior, & The Best Investment Advice Ever 17.01.2026

As always, the Money Wise guys kick off this week with a quiet but telling market recap. For the week, the Dow Jones Industrial Average slipped about 145 points (-0.3%), the S\&P 500 declined roughly 26 points (-0.4%), and the NASDAQ fell about 156 points (-0.7%). Despite the modest pullback, year-to-date performance remains positive, with the Dow up 2.7%, the S\&P 500 up 1.4%, and the NAS...

A Strong January Start, Why Rebalancing Matters, & Equity Index Annuities 10.01.2026

The Money Wise guys are back inside the studio, and the episode this week opens with a strong start to 2026, as markets posted their first full trading week gains and both the Dow and S\&P 500 closed at new all-time highs. The Dow surged more than 1,100 points on the week, while the S\&P 500 and NASDAQ followed with solid advances, reflecting renewed momentum after year-end profit-taking a...

Another Solid Year for Stocks, How History Frames Expectations, & What Wall Street Won’t Tell You 03.01.2026

This week’s Money Wise episode steps back from the day-to-day market headlines to review how December, the fourth quarter, and all of 2025 wrapped up. While December itself was relatively muted and didn’t deliver a traditional Santa Claus rally, the broader takeaway was far more positive. All three major indexes finished the year with solid gains, reinforcing that short-term pauses don’t negate lo...

The Santa Claus Rally, Looking Ahead to 2026, & RIA vs Broker 27.12.2025

This week’s Money Wise episode takes a step back to assess where markets stand as the year winds down and the Santa Claus rally remains firmly in focus. With a holiday-shortened trading week and lighter volume, the S\&P 500 edged closer to a new all-time closing high, supported by strong performance over the final five trading days of December. The guys discuss why late-year seasonality still...

Volatility in AI Stocks, Thoughtful Portfolio Construction, & The Best Investment Advice Ever 20.12.2025

This week’s Money Wise episode takes listeners through a choppy but telling stretch in the markets, underscoring why perspective matters, especially in a bull market. The week delivered mixed results across the major indexes, with the Dow Jones Industrial Average down roughly 0.7%, the S\&P 500 essentially flat, and the NASDAQ managing a modest gain of about 0.5%. Despite the uneven week, the...

AI Panic, Predictive Markets, & Equity Index Annuities 13.12.2025

We’re back after a two-week break, and there was a lot to catch up on. This week’s Money Wise episode opens with a mixed market recap: the Dow pushed higher, while the S\&P 500 and NASDAQ slipped, reflecting a week dominated by volatility and a sharp “attack of the Friday” sell-off. For the week, the Dow Jones Industrial Average gained roughly 503 points, or 1%, while the S\&P 500 fell abo...

The AI Bubble Myth, Dangers of Media Hype, & What Wall Street Won’t Tell You 22.11.2025

We’re back after a two-week break, and there’s plenty to catch up on in this week’s episode. The Money Wise guys dive straight into the recent market pullback, examining the roughly 2% drop across major indexes and what’s driving the latest wave of investor anxiety. From fears of an “AI bubble” to the media’s constant comparisons to the dot-com era, the hosts discuss why the recent downturn looks...

The 50-Day Test, When Momentum Meets Resistance, & 401(K) Rollovers 08.11.2025

After a stretch of record highs, the markets finally caught their breath. This week’s Money Wise explores what happens when momentum meets resistance, from the S\&P 500’s test of its 50-day moving average to the market’s sharp recovery after a late-week rally. The Money Wise guys discuss how short-term volatility often signals strength, not weakness, in a bull market, and why a healthy pause h...

A Goldilocks Market, Washington Gridlock, & RIA vs. Broker 01.11.2025

A new episode of Money Wise this week dives into a record-setting week on Wall Street, where all three major indexes pushed higher despite political gridlock in Washington - wiith the Dow, S&P 500, and NASDAQ all closing at new all-time highs. Despite the government shutdown stretching toward record length, the markets showed little concern, illustrating that investors remain focused on earnin...

All-Time Highs, a Government Shutdown, & The Best Investment Advice Ever 25.10.2025

The Money Wise guys start the show with a rapid-fire market update for the week just passed. The group recap a strong week for Wall Street, with all three major indices closing at record highs despite the ongoing government shutdown. The Dow climbed more than 1,000 points, while the S&P 500 and NASDAQ each gained over 1.5%, proving once again that the market is more interested in fundamentals...

Climbing the Market Mountain, When Negativity Meets a Bull Market & 401(K) Rollovers 19.10.2025

This week on Money Wise, the team digs into a strong performance on Wall Street - with the Dow up 1.6%, S&P 500 up 1.7%, and NASDAQ climbing 2.1%, while discussing the market’s ongoing resilience in the face of widespread investor skepticism. Despite impressive year-to-date gains across major indices, investor sentiment remains unusually negative, a disconnect that could actually fuel future g...

Politics Heat Up, Markets Stay Cool, & Equity Index Annuities 04.10.2025

This week, the Money Wise team tackles a headline-dominated week that centered on Washington’s government shutdown, and the market’s complete lack of reaction to it. Despite the political drama, the Dow rose 511 points (+1.1%), the S&P 500 climbed 72 points (+1.1%), and the NASDAQ gained 296 points (+1.3%). Year-to-date, all three major indexes continue their steady climb, with the NASDAQ lead...

PCE Data, Sticky Inflation, & 401(K) Rollovers 27.09.2025

This week, the Money Wise guys review a quieter stretch for Wall Street, with all three major indexes slightly down. The Dow is off 68 points (-0.1%), the S&P 500 is down 21 points (-0.3%), and the NASDAQ down 147 points (-0.7%). Despite the dip, year-to-date numbers remain strong: Dow up 8.7%, S&P up 13%, and NASDAQ up 16.4%. The big focus was Friday’s Personal Consumption Expenditures (P...

Fed Moves, Markets Soar, & What Wall Street Won’t Tell You 21.09.2025

This week’s Money Wise show focuses on the market’s reaction to the Federal Reserve’s highly anticipated rate cut. The Fed trimmed the federal funds rate by 0.25%, marking its first cut since December 2024. While many expected a “sell the news” moment in stocks, the opposite occurred: the Dow, S&P 500, and NASDAQ all closed at all-time highs by Friday. Instead, the “sell the news” reaction app...

Markets Eye Fed’s Next Move, Bad News vs. Good News, & RIA vs Broker 13.09.2025

This week on Money Wise, the guys recap another solid week on Wall Street, with the Dow up 433 points (1%), the S&P 500 up 103 points (1.6%), and the NASDAQ up 441 points (2%). Year-to-date gains now stand at 7.7% for the Dow, 11.9% for the S&P, and 14.7% for the NASDAQ. The conversation highlights how markets reacted to economic data, with producer prices coming in below expectations and...

Record Cash on the Sidelines, GDP Surprise, & The Best Investment Advice Ever 30.08.2025

The guys are back with a new episode of Money Wise. As always, they kick the show off with a look at the numbers coming out of Wall Street last week. Unfortunately, the markets ended the week slightly lower on very light trading volume ahead of the Labor Day holiday, with the Dow down 0.2%, the S&P 500 down 0.1%, and the NASDAQ down 0.2%. That being said, year-to-date, all three indexes remain...

Jackson Hole Shifts the Tone, Small-Cap Momentum, & Equity Index Annuities 23.08.2025

The Money Wise guys are back in the studio with some fresh takes on what’s happening on Wall Street. This week, the markets responded positively to Federal Reserve Chair Jay Powell’s much-anticipated Jackson Hole speech. For the week, the Dow rose 686 points (1.5%), the S&P 500 gained 17 points (0.3%), while the NASDAQ slipped 106 points (-0.6%). Year-to-date, the Dow is up 7.3%, the S&P 1...

The True Driver of Inflation, Market Momentum & What Wall Street Won’t Tell You 17.08.2025

This week on Money Wise, the conversation opens with a strong recap of Wall Street’s numbers: the Dow rose 771 points (1.7%), the S&P 500 gained 0.9%, and the NASDAQ added 0.8%. Year-to-date, all three indexes continue to show solid progress, led by the NASDAQ at 12%. The first half of the show drills into economic data, particularly the Consumer Price Index (CPI) and Producer Price Index (PPI...

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