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.
Author
Davidson Capital Management, Inc.
Category
Podcast website
Latest episode
Jun 27, 2026
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Episodes
Market Breadth Improves, SpaceX Hype Fades, & What Wall Street Won't Tell You 27.06.2026 1:20:24
The Money Wise guys are back in the studio with a brand-new episode of Money Wise. After several weeks of leadership from large-cap technology stocks, markets took on a more mixed tone. The Dow Jones Industrial Average gained 0.6% for the week, while the S\&P 500 declined 2.0% and the Nasdaq fell 4.6%. Despite the pullback, all three major indexes remain positive for the year, with the Dow lea...
SpaceX IPO Fuels Excitement, Fundamentals Still Matter, & 401(k) Rollovers 13.06.2026 1:00:33
Markets continue to grind higher this week, with all three major indexes posting gains. The Dow Jones Industrial Average rose 0.7%, while both the S\&P 500 and Nasdaq gained roughly 0.7% as well. Year to date, the Dow is now up 6.5%, the S\&P 500 has advanced 8.6%, and the Nasdaq leads the way with an 11.4% return. The Money Wise guys note that despite some midweek volatility, markets resp...
Good News Becomes Bad News, Investing vs Gambling, & RIA vs. Broker 06.06.2026 1:20:21
A strong jobs report took center stage this week, but the market’s reaction was anything but straightforward. The Dow Jones Industrial Average slipped about 0.3%, while the S\&P 500 fell 2.6% and the Nasdaq dropped 4.7%. Despite the pullback, all three major indexes remain positive for the year, with the Dow up 5.8%, the S\&P 500 up 7.9%, and the Nasdaq ahead by 10.6%. The Money Wise guys...
Fundamentals Win Again, Opportunity in Overlooked Sectors, & Best Investment Advice Ever 16.05.2026 1:21:07
Another week of market action is in the books, and on this week’s Money Wise, the team breaks down the key developments investors are watching. Market performance was relatively muted this week, with the Dow Jones Industrial Average slipping about 0.2%, while the S\&P 500 posted a modest gain of 0.1% and the Nasdaq finished slightly lower by 0.1%. Despite the quiet week, year-to-date returns r...
Earnings Growth Stays Strong, Inflation Remains in Focus, & Equity Index Annuities 09.05.2026 1:21:21
The Money Wise guys are back in the studio to break down what’s really driving markets - not just the headlines. This past week markets continued climbing higher, with the S\&P 500 and Nasdaq once again closing at new all-time highs. For the week, the Dow Jones Industrial Average gained about 0.2%, while the S\&P 500 rose roughly 2.3% and the Nasdaq surged approximately 4.4%. Year to date,...
Markets Hit New Highs, Earnings Strength Leads the Way, & What Wall Street Won’t Tell You 02.05.2026 1:20:45
Welcome to this week’s Money Wise, where we recap the week in markets and highlight the stories shaping investor behavior. In the week that just passed, markets continued their upward momentum this week, with the Dow Jones Industrial Average gaining about 0.5%, the S\&P 500 rising roughly 0.9%, and the Nasdaq advancing around 1.2%. Year to date, all three major indexes remain solidly positive,...
Earnings Take Center Stage, Institutional Buying Leads, & RIA vs. Broker 25.04.2026 1:21:00
We’re back with a brand new episode of Money Wise, with a look on the numbers coming out of Wall Street last week. Markets showed mixed performance this week, with the Dow Jones Industrial Average slipping about 0.4%, while the S\&P 500 rose roughly 0.5% and the Nasdaq gained about 1.5%. Year to date, all three major indexes remain positive, with the Dow up 2.4%, the S\&P 500 up 4.7%, and...
V-Shaped Recovery Continues, Speculation Concerns Rise, & The Best Investment Advice Ever 18.04.2026 1:20:42
The Money Wise guys are back with another brand-new episode. This past week, markets surged higher, with the Dow Jones Industrial Average gaining 3.2%, the S\&P 500 rising 4.5%, and the Nasdaq leading with a 6.8% increase. Year to date, all three major indexes are now firmly positive, with the Dow up 2.9%, the S\&P 500 up 4.1%, and the Nasdaq up 5.3%. The guys note that much of the year’s...
Markets Rally on Ceasefire, Oil Prices Remain in Focus, & Equity Index Annuities 11.04.2026 1:21:18
The Money Wise guys are back inside the studio after a week off and bringing with them the numbers from last week’s market performance. Markets moved sharply higher this week following a two-week ceasefire between the United States and Iran, with the Dow Jones Industrial Average gaining about 1,412 points, or 3%, the S\&P 500 rising roughly 3.6%, and the Nasdaq leading the way up approximately...
Dow in Correction, Media Noise & What Wall Street Won’t Tell You 28.03.2026 1:20:56
Welcome back to Money Wise, where we pull back the curtain on Wall Street and give you the whole truth, not just the half. It was another rough week across the major indices. The Dow Jones Industrial Average fell roughly 408 points, or about 0.9%, while the S\&P 500 dropped approximately 138 points, down 2.1% on the week. The NASDAQ led losses, declining around 700 points - a 3.2% slide. Year-...
Markets Break Key Levels, Indiscriminate Selling Spreads, & RIA vs Broker 21.03.2026 1:20:40
We’re back with another episode of Money Wise, where the Money Wise guys pull back the curtain on Wall Street and talk about what’s actually moving the markets. Markets declined again this week as volatility picked up across all major indexes. The Dow Jones Industrial Average fell about 984 points, or 2.1%, while the S\&P 500 dropped roughly 1.9% and the Nasdaq declined around 2.1%. Year to da...
Market Volatility Continues, Private Credit Concerns & Best Investment Advice Ever 14.03.2026 1:21:12
The Money Wise guys are back with an all-new episode. In the week just past, markets moved lower again as geopolitical tensions and rising oil prices continued to drive investor sentiment. For the week, the Dow Jones Industrial Average declined about 943 points, or 2%, while the S\&P 500 fell roughly 1.6% and the Nasdaq dropped around 1.3%. Year to date, all three major indexes are now negativ...
Markets React to Middle East Tensions, Oil Prices Rise, & Equity Index Annuities 07.03.2026 1:21:04
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 1:21:07
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 1:20:36
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 1:20:53
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 1:21:28
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 1:21:03
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 1:20:53
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 1:20:54
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 1:21:26
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 1:20:35
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 1:20:44
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 1:21:05
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 1:21:12
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...
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