Market Matters with Morgan-Aly

Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF There were some technical issues with the audio of this recording. Preventative steps have been taken for future recordings.  ----------------------- This material is intended to be educational in nature and not...

Jim reviews the events of 2025 and what we can learn heading into the new year.  This weeks episode is presented by our founder James Hayett, CPFA.    ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of...

Last part of our 2026 predictions series and are we facing a possible AI bubble?   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are n...

We discuss 2026 and oour predctions for what irt holds as well as our commitment to make these podcasts easier to understand. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. Thes...

In this weeks episode we discuss the foreign investors flocking to the US market, AI infrastructure possibly bolstering the energy sector and what the Fed may do in the coming days.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particula...

This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature...

Happy Thanksgiving to all our listeners.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for...

With the government shutdown coming to a close, how does the market stand and what lessons can be learned. This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not...

With the government shutdown possibly coming to an end, what does this mean for the market. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materi...

With the recent government shutdowns affecting the data that the market has access to, we find ourselves now relying on sources that may not be as accurate as they once were.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular stra...

We discuss AI and how it affects the world around us. What changes will it bring and how will this open up the market going forward. This weeks episode is presented by our founder James Hayett, CPFA.   ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or clie...

This week we discuss why there are some markers similar to previous market bubbles, but how those are probably no indication for the current markets future.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF Also please excuse any audio glitches due to recording during travel. ----------------------- This material is intended to be educational in nature...

With recent record highs and a sudden pullback are we facing a possible correction?  This weeks episode is presented by our founder James Hayett, CPFA.   ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form...

With the recent shutdown of the government, what does this mean for the stock market and your investments. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or clien...

In this episode we will be discussing consumer spending, the US dollar, inflation and cryptocurrency.  This weeks episode is presented by our founder James Hayett, CPFA.    ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not i...

In this week’s episode we discuss recently proposed changes to both the normal investment market and some extensive changes to the Crypto market.  This week’s episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or co...

A week thats shaped up to be historic and tragic, both personally and more broadly.  This weeks episode is presented by our founder James Hayett, CPFA.   ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form...

Jason updates us on the market and also discusses the difference between an Equal Weighted Index and a Cap Weighted Index, also how they each can influence our view on the market. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular s...

Rate Cuts, FOMC Meeting and a Big Month For Stocks.  This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual inv...

With The Fed's recent retreat to Jackson Hole has Powell finally come to a decision as to whether or not they should cut interest rates? Jason discusses this and more.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, a...

This week we have a question for you listener. If you know the answer and want to play along, please get in touch. This week’s episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials...

With the CPI numbers coming out this week there could be a big move in the market. Up or down or something in-between, whatever the case may be we will be there to keep an eye on the markets. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any...

Let’s discuss one of the main problems that face us as investors. Fear mongering, hypocrisy and biases in the media. Jim expresses his opinion on this and more. This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any...

With descension in the ranks The Fed is planning for the future in this uncertain time.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials...

With the August 1st deadline looming for tariffs we need to keep a cool head and stay the course. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These...