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
An Unsustainable NASDAQ, Confusing Fed Verbiage & Your Retirement Readiness Quiz 04.02.2023 1:21:05
It was another wacky week for the markets and the Money Wise guys are back to talk you through it. The Dow was down, while the S&P 500 and the NASDAQ were up. The guys revisit the NASDAQ’s incredible January performance which, of course, is unsustainable. They review the Fed’s latest moves and statements, which weren’t particularly hawkish or doveish, and try to make sense of the market’s forw...
Why All the Buying, A Fed in the 9th Inning & RIA vs. Broker 28.01.2023 1:20:45
The original Money Wise guys are back in action for this show, as Joe takes a week off. Last week’s market recap is positive, with all three major indices up. The Dow was up 1.8%, the S&P 500 was up 2.5%, and the NASDAQ was up 4.3%. YTD these three indices are up 2.5%, 6.0%, and 11.0%, respectively. The guys dive into the technicals and discuss why we’re still seeing lighter volume, who exact...
Caught in a Trading Range, an Earnings Salad & Investor Psychology 21.01.2023 1:21:18
The Money Wise guys kick off the show with a recap of last week’s numbers from Wall Street, and it was a bit of a mixed bag. The Dow was down 2.7%, the S&P 500 was down 0.7%, and the NASDAQ was up 0.6%. YTD all three indices remain up. The way the year kicked off was not sustainable, and the market seems caught in a trading range it just can’t break through. The guys talk through the technical...
Fed Up with the Fed, Silver Linings from 2022 & What Wall Street Won’t Tell You 14.01.2023 1:20:48
The Money Wise guys are back in the studio with another rapid-fire market recap. Last week, the Dow was up 2%, the S&P 500 was up 2.7%, and the NASDAQ was up 4.8%. YTD all three major indices remain up. John Davidson joins the show once again for the first time in six months, bringing political commentary and sharing his frustrations with the Federal Reserve. The guys also discuss the market’s...
The First Trading Days of 2023, An Attack of the Fridays & 5 Things Every Portfolio Should Have 07.01.2023 1:20:51
The Money Wise guys kick off 2023 with a rundown of last week’s numbers from Wall Street. The first four trading days of 2023 showed the Dow up 1.5%, the S&P 500 up 1.4%, and the NASDAQ up 1%. We had our first attack of the Fridays for the year, with what appeared to be due to a short covering rally related to average employment earnings revisions. We’ve still got earnings staring us in the fa...
Putting 2022 in the Rearview & Retiree Spending Rules 31.12.2022 1:21:01
It’s the last show of 2022, and the Money Wise guys are ready to leave this year in the rearview! Last week saw the Dow down, the S&P 500 down, and the NASDAQ down. In Q4 of 2022, the Dow and the S&P were up, though the NASDAQ was down. YTD, all three indices remain down. It’s a statistic-heavy show, as the guys share where 2022 fell in the historical context of poor stock and bond perform...
Market Algorithms, Coal in the Stocking & 10 Myths of Retirement Planning 24.12.2022 1:21:09
The Money Wise guys are back in the studio on Christmas Eve to share last week’s numbers from Wall Street. The Dow was up 283 points, the S&P 500 was down 8 points, and the NASDAQ was down 208 points. YTD the Dow remains down 8.6%, the S&P 500 is down 19.3%, and the NASDAQ is down 32.9%. We haven’t had a negative December since Q4 of 2018, but we’re looking at some coal in the stocking thi...
Approaching the Bear, No Santa Claus Rally This Year & A Retirement Readiness Quiz 17.12.2022 1:20:44
Jeff and Joe are in the studio this week to share last week’s numbers from Wall Street. The Dow was down 1.7%, the S&P 500 was down 2.1%, and the NASDAQ was down 2.7%. YTD the Dow is down 9.4%, the S&P 500 is down 19.2%, and the NASDAQ is down 31.6%. We’re just a smidge away from Bear Market territory and the Q4 rally seems to be over. With just a few weeks left in the calendar year, the M...
Back in Trading Range & The Best Investment Advice Ever 10.12.2022 1:21:03
The Money Wise guys kick off this week’s show with a rapid-fire market recap. The Dow was down 2.8% last week, the S&P 500 was down 3.4%, and the NASDAQ was down 4%. YTD all three remain down. We’re back in trading range once again, stuck between the 200-day moving average and the 50-day moving average, and all three major indices are having a positive quarter - though the NASDAQ is still lagg...
An Emotional Market, a Davidson Cap Anniversary & Equity Indexed Annuities 03.12.2022 1:21:11
The Money Wise guys are back after a two-week hiatus, during which time there were plenty of ups and downs on Wall Street. Jeff, Joe, and Kyle kick off the show with last week’s market recap, which showed the Dow, the S&P 500, and the NASDAQ all up slightly. Year-to-Date, the Dow is down 5.3%, the S&P 500 is down 14.6%, and the NASDAQ is down 26.7%. November was a good month for investors...
Digesting the Elephant One Bite at a Time & Understanding RIAs vs. Brokers 12.11.2022 1:20:47
Jeff, Joe, and Kyle are back in the studio to kick off the show with a rapid-fire market update. The Dow was up 4.1%, the S&P 500 was up 5.9%, and the NASDAQ was up 8.1%. While all three remain down YTD, investors have enjoyed several positive weeks in a row. The week that just passed was highly influenced by the midterm elections, and the Money Wise guys break it all down and discuss what we...
The Dogs of the Dow are Biting & Investor Psychology 29.10.2022 1:21:01
Jeff, Joe, and Kyle kick off the show with last week’s market update. The Dow was up 5.7%, the S&P 500 was up 4%, and the NASDAQ was up 2.2%. YTD the Dow is down 9.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 29%. The Dow was really on fire last week - and for the whole month of October. The Money Wise guys discuss the reason for the surge, whether there’s still a shoe to drop, mi...
Friday Gains, Fed-Speak & What Wall Street Won’t Tell You 22.10.2022 1:20:52
Jeff, Joe, and Kyle are back in the studio sharing last week’s market movements. The Dow was up 4.9%, the S&P 500 was up 4.7%, and the NASDAQ was up 5.2%. YTD, all three remain in the red. We had a slight attack of the Fridays last week, with gains across the board at the end of the week. The biggest question is, will it hold? The Money Wise guys discuss the issue from all sides in this engagi...
A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have 15.10.2022
Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow was up 1.2%, the S&P 500 was down 1.6%, and the NASDAQ was down 3.1%. All three indexes remain down in double digits year-to-date. Last week featured a Thursday rip-your-face-off, short-covering, technical bounce rally after the S&P dipped below 3500, but it didn’t hold on Friday. It was one of the top five revers...
A Short Covering Rally, Lower Unemployment & Retiree Spending Rules 08.10.2022 1:21:02
Jeff, Joe, and Kyle are back in the studio after a week where we eeked out some gains due to strong Monday and Tuesday buying. The Dow was up 2% on the week, the S&P 500 was up 1.5%, and the NASDAQ was up 0.7%. All three remain down YTD. Above-average buying on Monday and Tuesday led to a week of gains, despite down days later in the week. The Money Wise guys explain why they consider it a sho...
How September Ruined the Quarter & 10 Myths of Retirement Planning 01.10.2022 1:21:23
Jeff, Joe, and Kyle kick off the show with their customary rapid-fire market recap. Last week saw the Dow down 2.9%, the S&P 500 also down 2.9%, and the NASDAQ down 2.7%. We just finished Q3, which saw the Dow down 6.7%, the S&P 500 down 5.3%, and the NASDAQ down 4.1%. Year-to-date, all three major indexes remain down by greater than 20%, and we’ve hit new closing lows for all three. The g...
TINA is Dead, the Bear Market Continues & How to Know You’re Retirement Ready 24.09.2022 1:21:04
Jeff, Joe, and Kyle are back with another week of market updates and hot takes on the issues that matter most to you. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. It’s more of the same YTD, with all three significantly in the red. The Money Wise guys explain why the old adage of “TINA” is dead, and why something else has come back from the dead - the 60/40 portfo...
The Chickens Are Coming Home to Roost & The Best Investment Advice Ever 17.09.2022 1:20:52
Jeff, Joe, and Kyle kick off the show with their customary market update. Last week saw the Dow down 4.1%, the S&P 500 was down 4.8%, and the NASDAQ was down 5.5%. All three remain down YTD. The guys get a bit political as they discuss a tough week for investors, the Consumer Price Index (CPI) numbers, the Fed, and more. They encourage listeners to always “vote your wallet” but spar about econ...
A Short Trading Week, a Churning Market & Fed-Speak That Won’t Quit 10.09.2022 1:00:32
Jeff, Joe, and Kyle are back after a week off - and what a week it was. Though it was a short trading week due to Labor Day, the Dow was up 2.7% last week, the S&P 500 was up 3.6%, and the NASDAQ was up 4.1%. For the year, all three remain in the red. It was the first positive week we’ve seen in the last three weeks but, after an August that was down across the board, it’s clear the market can...
The Word of the Week is ‘Pain’ & The Skinny On Equity Indexed Annuities 27.08.2022 1:21:21
Jeff, Joe, and Kyle are in the studio once again to recap last week’s market action. The Dow was down 4.2%, the S&P 500 was down 4%, and the NASDAQ was down 4.4%. YTD all remain down in double digits. Fed chairman Jerome Powell triggered high-frequency trading last week after using the word “pain” twice in the same speech. The MoneyWise guys discuss why this matters and the impact it had. They...
A Rollover on the Summer Rally & What Wall Street Won’t Tell You 20.08.2022 1:20:39
Jeff, Joe, and Kyle are back at it after a week off and they start the show with a look at last week’s market activity. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-date, the Dow is down 7.2%, the S&P 500 is down 11.3%, and the NASDAQ is down 18.8%. We’ve experienced a little bit of give-back since the summer rally that began in July, and the guys discuss differ...
Pre-Pandemic Unemployment, A Perversion of the Markets & RIA vs. Broker 06.08.2022 1:20:45
Jeff, Joe, and Kyle kick off the show once again with a rapid-fire market update. It was a bit of a mixed bag with the Dow down, the S&P 500 up, and the NASDAQ up. All three major indexes remain down year-to-date. Most of the action last week occurred on Friday, and the Money Wise guys discuss the economic drivers that lead to it. They also discuss why the market sometimes interprets good news...
The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology 30.07.2022 1:21:41
Jeff, Joe, and Kyle are back and bringing you another rapid-fire market recap. Last week, the Dow was up 3.0%, the S&P 500 was up 4.3%, and the NASDAQ was up 4.7%. Year-to-Date, the Dow is down 9.6%, the S&P 500 is down 13.3%, and the Nasdaq is down 20.8%. However, July was a big month and all three major indexes ended in the positive on the final trading day of the month. It’s still too e...
Stop Calling the Bottom & 5 Things Every Portfolio Should Have 23.07.2022 1:21:34
Jeff, Joe, and Kyle are back in the studio with another rapid-fire market recap for last week. The Dow was up 2%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.3%. Though it was a positive week, all three major indexes remain down year-to-date. We enjoyed a nice four-day rally last week, followed by an attack of the Fridays caused by a tipping domino in the tech world. The guys discuss the...
Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules 16.07.2022 1:21:23
Jeff, Joe, and Kyle are back at it, starting the show with a market recap that shows all three major indexes down again. The Dow, the S&P 500, and the NASDAQ also remain down YTD. The week was far less negative than it would have been without such a positive Friday, driven by some earnings numbers from stocks and banks. The market also showed some optimism on information from the PPI and its i...
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