Market Moment Podcast

Inflation has been a topic of discussion on the show for a long time but in this episode Matt, Lee, and John examine how drastic the difference between the cost of a Thanksgiving dinner for ten people across the years... Luckily, this year is a tiny bit less than it was at the height of inflation, which was 2022. Matt, Lee, and John also discuss the market's performance post-election and ask the q...

Are you concerned about social security going away? Looking for the best ways to plan for retirement? On this week's episode of The Market Moment, Matt, John, and Lee break down the future of social security (their predictions) and the updated 2025 contribution limits for various retirement plans like Roths and 401ks. 💬 Send us your comments and questions with our email:   TheMarketMoment@mach1fg...

The election is finally over! Matt, Lee, and John are relieved the election is over and they can talk about something else... but first, they do need to go over how these results could change the market and economy, and the Fed's recent news to cut interest rates once again. A few key take-aways from the hosts are that the stock market cares about corporate profits, and since Trump has been a very...

This is a special episode of the Market Moment! Matt, Lee, and John are answering YOUR questions, comments, and analyzing the responses from a recent Market Moment survey. We like to hear from you which is why we sent out a survey (hopefully you had a chance to fill it out!) asking how you felt about the economy, politics with the stock market, and asked for your questions. The results were intere...

This election is super polarizing and one of the biggest questions Matt, Lee, and John receive as financial advisors is “How will this change the markets?” Luckily, historical data shows that whoever is in office, whether they’re Republican or Democrat, doesn’t make a huge difference... However, policy does matter. Policies like tax changes, tariffs, green energy and more can have a huge impact on...

The biggest question Matt, Lee, and John receive is how this year's big election will impact the market. In this episode, they break down some data behind election years and the market's performance, both leading up to November 5th and for the rest of the year. They also discuss how small-caps perform during this time. This leads them into a discussion about bear and bull markets. When does a bear...

In this episode, one of the questions comes from John "If our economy is going strong, why cut rates?" Matt, Lee, and John talk all about the aftermath of the recent rate cuts from the Federal Reserve by looking at historical data and how it could impact the markets. Plus they discuss recent inflation numbers - what's up and what's down, from car insurance to groceries and gasoline.   ❗️Exciting...

Joining Matt and Lee on the podcast today is a very special guest from J. P. Morgan: AJ Nobile, CFA. He is an executive director and an investment specialist at JPMAM within the Global Liquidity business. His entire career has been at J. P. Morgan, starting with an internship years ago. Today, he talks with Matt and Lee about short-term rates, money-markets, and how the Fed's recent rate cuts have...

Today on Tuesday, October 1st, the news broke that strikes are taking place along the East and Gulf Coast... and these strikes could cost billions, undoubtedly impacting the economy, the market, and of course--you, the average consumer. It looks like food prices and car parts are going to be most impacted. There is also an upcoming, heated, polarizing election on the horizon. As Lee says, "there's...

The Fed recently lowered interest rates but what does this mean for the market and our economy? Does this mean we're in for a "soft landing" as they say? Or, could things keep getting worse? Matt, John, and Lee discuss a variety of factors impacting our markets and the American consumer... such as the wars overseas, the US debt crisis, and much more. There's a lot to watch out for -- not because o...

The Fed is thinking about cutting rates but Lee feels like rates don't need to come down as much as people think... Amazon is putting Walgreens and CVS out of business, telling people to come back into the office (among other businesses), and the main topic of today's episode: tax planning. Matt stresses how important it is for your financial future to think about tax planning! 💬 Send us your com...

Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which we desperately need and can help lower costs...   E...

Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode. 💬 Comment below how you feel about the uninverted yield curve! 🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI 🎙The Market Moment Podcast! Last week's episode: https://www.youtube.com/wa...

Things get heated in today's episode as Matt, Lee, and John discuss the Harris' tax proposal she's campaigning with... Vice President Kamala Harris proposes higher income taxes, corporate taxes, capital gains, and taxing unrealized capital gains as well... and all of this tax-talk has the guys asking "Are we being taxed into oblivion?" As John points out, we're being taxed on the money we make, th...

CNBC just published an Op-Ed titled, "The case for a 40-year mortgage" written by John Hope Bryant. The op-ed argues for introducing 40-year mortgages to help combat the struggle average Americans are facing with purchasing their first home. Between high interest rates, low inventory, and a struggling economy where wages are not keeping up with the cost of living, this is a proposed solution. But...

People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and losses.... While interest rates do matter, it's only...

How much do I need before I retire? How should I be invested? Should I get a credit card? These are some of the common questions that finance advisors Matt, Lee, and John hear on a routine basis, and they're here to answer those questions! 💬 Email us your comments and questions at   TheMarketMoment@mach1fg.com   🍿 Watch Next: Our Brand New Series! "No Dumb Questions" https://www.youtube.com/watc...

Teaching your kids financial literacy is one of the best ways to set them up for success in life as adults. In this episode of The Market Moment, Isaac asks John and Lee for advice, now that he has a five month old son. John has raised two sons now in college and Lee has kids ranging from the teen years of fourteen to young adulthood at twenty-eight. Both Lee and John offer their insight into the...

Does it really impact the market who's in the White House? Welcome to the Market Moment, where this week Lee and Matt are discussing the big question on how the market and elections are tried, if at all....   DISCLAIMER: This episode was filmed in preparation for vacation days, and was thus filmed prior to the recent political events (Trump's assassination attempt, Biden stepping down, and now Kam...

Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and they debate what The Fed will do next...   Don't for...

Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios. One of the biggest reasons is emotion, and another one is trying to "time the market" which tends...

Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well. While people are claiming "the market" is do...

Welcome to the Market Moment! This week, Eli and John are diving into Nvidia’s latest stock price movement, economic risks beyond inflation, and some insights from finance Twitter.   Topic #1: Nvidia Stock Fell - Is This a Correction? Nvidia (NVDA) stock dropped as much as 5% on Monday, as investors moved away from the year's hottest AI play. The stock has declined more than 11% from its all-time...

Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he h...

In this episode of the Market Moment, Matt, Lee, and John delve into three critical topics impacting the current financial landscape: Apple’s groundbreaking AI announcement, the fluctuating oil prices, and the looming threat of a major recession.   They start with Apple's unveiling of its generative AI initiative, Apple Intelligence, at the WWDC conference. This new technology will be deeply integ...