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Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Market & Economic Update  Returns Continue to Broaden into Small-cap  Government Shutdown  Federal Reserve Cuts Interest Rates  Jobs Reports  Earnings Season Preview Show Notes: Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/ Lookin...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Market and Economic Overview What has been happening in the IPO Market Jobs & consumer spending FOMC/Jackson Hole/Fed Funds Rate Earnings Season Results Small-cap Outperformance Show Notes: Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Earnings Season Dollar Appreciation Rates and Municipal Bonds Concentration in Market Recovery Tariff-Led Inflation Massive Spending from Technology  Show Notes: Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/ Looking for access to our...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Market & Economic Review of the past month. Jobs resilience  Oil Market volatility  Stock Market Recovery Dollar Continued Weakness/interest rates Housing Show Notes: Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/ Looking for acces...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Q1 2025 GDP #s Outperformance of Gold in 2025 Job Data on Friday Soft data vs hard data Volatility in interest rates Federal Reserve target Rate Path Mid-cap > Large-cap Geographically Diversified Portfolio Show Notes: Looking for more information about Nicolet National Bank? Check...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss: Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing so well  International Stock outperformance to begin the year MLPs – commodities/data centers and energy consumption and if you want reason for some of the recent weakness Inflation reaccelera...

Welcome to the Nicolet Wealth Management Investment Podcast. We start the episode off saying goodby to Mike Steppe. Mike Steppe and Adam Longlais discuss:  How have the financial markets performed over the past couple of weeks? What is the likely impact of the recent employment report?  As we enter mid-January, the next round of earnings numbers are released. What is the expectation for earnings i...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? A number of the MAG 7 stocks have outperformed the S&P 500 index over the past three (3) months.  Do you expect the MAG 7 stocks to perform well in 2025? Cyber Monday spending was up 7.3% in 2024 versus 2023....

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? What are earnings per share projected to be for S&P 500 Index companies in the fourth quarter of 2024 and for the full year 2025? Are you expecting the positive trend in consumer spending to hold up through t...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss: With the republican election, will the expected tax cuts provide a boost to US GDP growth in 2025? Why is the US dollar strengthening after the election?  Do you think the new administration will use tariffs as part of their trade policy?  How does this likely impact global growth rates...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? What are the implications of the recent employment report? Are third quarter earnings coming in as expected? Any surprises among the high profile Magnificent 7 companies that have reported over the past two weeks...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? Will the recent hurricanes impact the economic data over the next several months? In the equity market, what sectors will likely be most impacted by the upcoming election? Do you think that the Magnificent 7 stoc...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? What are the important elements in the September employment report? Are you surprised that US GDP growth has remained so strong (GDPNow forecast of 2.5%) for the third quarter 2024? Most economists were projectin...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: Were you surprised by the Fed rate cut of 50 bps on overnight interest rates? How have the financial markets performed over the past couple of weeks? Will lower overnight interest rates be a positive for the equity markets? Are there any sectors that do especially well as overnight r...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks? What are the important elements in the August employment report? Why have some of the Magnificent 7 stocks drifted modestly lower over the past couple of weeks? With consensus earnings per share figures for the S...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Henningsen discuss: How have the financial markets performed over the past couple of weeks? Is the Federal Reserve likely to cut interest rates at the FOMC meeting on September 18th? With the strong rebound in the equity market especially with the Magnificent 7 stocks over the past two weeks, do you r...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Anthony Wilhelms discuss: What triggered the large drop in the equity market over the past week? Why did the market recover so quickly? Is the US economy slowing? Are we likely to have a recession? Is the Fed going to cut interest rates at the FOMC meeting on September 18th?  Is the yield curve going to st...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past three (3) weeks? Is the US economy slowing?  Is there anything unusual in the setback of S&P 500 index over the past few days?  Is an almost 5% setback normal in historical terms?   How are second quarter earnings coming in...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss: What has happened in the financial markets over the past three (3) weeks? Was the negative report on CPI for June a surprise to the financial markets? Last year, S&P 500 earnings projections started 2023 with a 9% growth projection that decreased over the year to 1%.  This year, ear...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past three (3) weeks? What are the implications of the recent employment report and the consumer price index (CPI) release? What is the outlook for consumer spending? Why has the utility sector performed so well in 2024? Does it con...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past month?  What are the implications of the recent employment report for the US economy and inflation? What are the catalysts for the recent equity market setback?  How prolonged might this slump be? How are first quarter earnings...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Anthony Wilhelms discuss: What has happened in the financial markets over the past month? Do you think that the Fed is going to cut overnight interest rates? What is the likely timing of rate cuts? Do you believe inflationary pressures will be subsiding over the next several years? Will the yield curve rem...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past month?  What is the impact of the recent FOMC meeting?  Where will overnight interest rates be trading at year-end 2024? What continues to drive the S&P 500 index to record highs? At this point, do you feel the technology s...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past month?  How have employment levels in the US changed in January and February? Is the trend of a strong labor market still in place? What do the new highs in the S&P 500 index tells us about the equity market outlook for 202...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What has happened in the financial markets over the past month?  What has happened with employment over the past two (2) months? Why has the stock market done so well over the past three (3) months? Do you think the US economy will sustain a “soft landing”?  What is the outlook for U...