Davidson Capital Management, Inc.

Money Wise

Business EN ↓ 249 episodes

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

Business

Podcast website

www.davidsoncap.com

Latest episode

Jun 27, 2026

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Episodes

A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning 09.07.2022

Jeff, Joe, and Kyle kick off the show with their traditional market recap, and the numbers are a bit more positive as we enter the third quarter of 2022. The Dow was up 0.8%, the S&P 500 was up 1.9%, and the NASDAQ was up 4.6%. All three indexes remain down YTD. Investors experienced a bit of relief across the major indexes last week, though we’re still in a bear market. The Money Wise guys di...

A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement 02.07.2022

Jeff, Joe, and Kyle are back with another rapid-fire market recap. The Dow was down 1.3% last week, the S&P 500 was down 2.2% and the NASDAQ was down 4.1%. All three indexes were down for the second quarter of 2022 by double digits. It was the worst quarter since the first quarter of 2020 when COVID-19 hit, and the worst 6 months of the year for the S&P 500 since 1970. In short, it was a b...

A Tranquilizer Dart for the Bear & The Best Investment Advice Ever 25.06.2022

Jeff, Joe, and Kyle kick off this week’s show with a market recap that is distinctly more positive than the last few weeks. The Dow was up 5.4%, the S&P 500 was up 6.4%, and the NASDAQ was up 7.5%. All three indexes remain down in double digits YTD. The market gave us a reprieve this week from the big, hairy, smelly bear market as if it was hit with a tranquilizer dart for a short time. The Mo...

A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities 18.06.2022

Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and  31%, respectively. The S&P 500 officially crossed into bear market territory - a big, hairy, smelly bear - and now we’re all wondering how long it...

The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker 11.06.2022

Jeff, Joe, and Kyle are here with another review of last week’s market movements. The Dow was down 4.6%, the S&P 500 was down 5%, and the NASDAQ was down 5.5%. Year-to-Date, the Dow is down 13.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 27.5%. Though we spent the last few trading weeks in the “market cha-cha,” we reached a lower leg last week. The CPI came out on Friday and it wa...

‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology 04.06.2022

Jeff, Joe, and Kyle are back at it with a rapid-fire market review to start the episode. The Dow was down last week by just shy of 1%, and the S&P 500 and the NASDAQ were down a little more than 1%. On the year thus far, all three indexes remain down. In yet another attack of the Fridays, we saw a largely positive week end in the red, and the guys share why the Federal Reserve’s continued move...

A Rally to Break the Downward Trend & Lower Rates Take High Toll on Retirement 28.05.2022

Jeff, Joe, and Kyle are back in the studio to recap last week’s rally. The Dow was up 6.2%, the S&P 500 was up 6.6%, and the NASDAQ was up 6.8%. Despite the strong week, each of these major indexes remains down year-to-date. We’re still seeing light volume, which means there’s still not much conviction on the sell side or on the buy side. So, the ultimate bottom may still be in front of us. Th...

A Tough Week with a Ray of Sunshine & Five Things Every Portfolio Should Have 21.05.2022

Jeff, Joe, and Kyle are back to analyze another week’s market movements. The Dow was down 2.9%, the S&P 500 was down 3.0%, and the NASDAQ was down 3.8%. All three indexes are still in the red for the year. It was another tough week on Wall Street, but the Money Wise guys discuss a ray of sunshine that came late Friday. They examine the big reversals and discuss possible reasons, including opti...

Fed Transparency, Somber Numbers & Retiree Spending Rules 14.05.2022

Jeff and Kyle are back in the studio kicking off the show with a rapid-fire recap of last week’s major market indexes. The Dow was down 2.1%, the S&P 500 was down 2.4%, the NASDAQ was down 2.8%. All three indexes are down by double-digits year-to-date. The Money Wise guys discuss the somber numbers, as well as how the market reacted to last week’s reports from the Consumer Price Index and Prod...

No Rest for the (Market) Weary & 10 Myths of Retirement Planning 07.05.2022

Jeff, Joe, and Kyle are back again this week with their customary market recap. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-Date, all three indexes remain down, as well. It was a very volatile week that included a rip-your-face-off rally, then a rip-your-face-off retraction, and a low close for the year for the S&P 500. The guys discuss what’s happening, the mo...

Low Closes, Potential Capitulations & The ‘Are You Ready for Retirement?’ Quiz 30.04.2022

Jeff, Joe, and Kyle are back with another jam-packed show, starting with a rapid-fire market recap. Last week, the Dow was down 2.5%, the S&P 500 was down 3.3%, and the NASDAQ was down 3.9%. All three indexes remain down YTD. We experienced another “attack of the Fridays” last week, leading to several low closes for the year - at least so far. The guys review why you have to be prepared for ti...

Attack of the Fed Governors’ Rhetoric & The Best Investment Advice Ever 23.04.2022

Jeff, Joe, and Kyle kick off this week’s show with a detailed market recap. The Dow was down 1.9% last week, the S&P 500 was down 2.8%, and the NASDAQ was down 3.8%. Year-to-date, the Dow is down 7.0%, the S&P 500 is down 10.4%, and the NASDAQ is down 17.9%. The week started relatively strong with a nice rally on Tuesday, but the remainder of the week was impacted by many of the Fed govern...

Troughs and Peaks, Quantitative Tightening & the Dangers of Equity Indexed Annuities 15.04.2022

Jeff, Joe, and Kyle are back at it with a recap of last week’s market movements. The Dow was down, the S&P 500 was down, and the NASDAQ was down, as well. All three indexes remain down on the year. The Money Wise guys discuss the trading pattern we seem to be stuck in, moves the Federal Reserve may make with respect to interest rates, and how the market could react. The guys dig into technical...

Making Decisions in Real-Time Market Conditions, Inverted Yield Curves & RIA vs. Broker 03.04.2022

Jeff, Joe, and Kyle kick off the show with a recap of last week’s major market indexes. The Dow was down slightly, the S&P 500 was up slightly, and the NASDAQ was up incrementally. They also recap the month of March, as well as the first quarter of 2022. In true Money Wise fashion, the guys pull back the curtain on the conversations portfolio managers have behind closed doors, and how they mak...

Retracement from a Corrective Low & Understanding Your Investor Psychology 26.03.2022

Jeff, Joe, and Kyle are back at it for another value-packed episode for investors. They begin with a rapid-fire recap of last week on Wall Street, which saw the Dow up, the S&P 500 up, and the NASDAQ up, as well. YTD, all three remain down in single digits. The Money Wise guys share why the last eight trading days have proven quite interesting - as well as what this retracement means. They dis...

Markets as Murky as the Corpus Christi Bay & Lower Rates Take High Toll on Retirement 19.03.2022

Jeff, Joe, and Kyle begin this week’s show with their customary breakdown of last week’s market movements. The Dow was up 5.5%, the S&P 500 was up 6.2%, and the NASDAQ was up 8.2%. Despite one of the strongest weeks the markets have had since November of 2020, all three indexes remain down year-to-date. The guys discuss the four-day rally, dig a bit into the technical weeds, and encourage inve...

Making the Most of Market Volatility & 5 Things Every Portfolio Should Have 14.03.2022

Kyle, Jeff, and Joe are back at it again this week with their customary rapid-fire commentary on everything that’s happening on Wall Street. This past week has shown more volatility with the Dow down 2%, the S&P 500 down 2.5%, and the NASDAQ down 3.5%. Year to date, the Dow is down 9.3%,  the YTD S&P 500 is down 11.8%, and lastly, the YTD NASDAQ is down 17.9%. The guys take some time to an...

Russia, Oil & The Fed + "Retiree Spending Rules” 05.03.2022

The Money Wise Guys are back! The market had another incredibly volatile week: The Dow was down 1.3%, the S&P 500 was down 1.27%, and the NASDAQ down 2.78%. YTD The Dow is down 7.5%, the YTD S&P 500 is down 9.18%, and lastly, the YTD NASDAQ is down 14.9%. The Markets continue to respond to the current unstable Ukraine/Russia crisis and unprovoked war. The guys discuss how both covid compou...

The Wild Ride We Call Wall Street & 10 Myths of Retirement Planning 26.02.2022

Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. The Dow was down slightly, the S&P 500 was up, and the NASDAQ was up. All three indexes remain down YTD, with the NASDAQ falling the farthest behind at a 12.5% loss thus far in 2022. It was a wild week, with a nearly 1,800-point reversal of the Dow from the opening on Thursday to the close on Friday. On Frida...

Geopolitical Risk & The ‘Are Your Ready for Retirement’ Quiz 19.02.2022

Jeff, Joe, and Kyle begin this week’s show with their customary rapid-fire market recap. The Dow was down 1.9%, the S&P 500 was down 1.6%, and the NASDAQ was down 1.8%. All three indexes remain down YTD also. It was the week of the rise of the machines, with lots of downward movement taking place on Thursday. The Money Wise guys discuss the lower volume in the S&P 500 and how less particip...

Another Attack of the ‘Fridays’ & The Best Investment Advice Ever 12.02.2022

Jeff, Joe, and Kyle are back with another market update. Last week, the Dow was down 1%, the S&P 500 was down 1.8%, and the NASDAQ was down 2.2%. Year-to-Date, all three indexes remain down. The guys discuss what happened on Thursday to cause an abrupt about-face in the markets late in the week, what’s happening with so-called darling tech stocks, and why some retail investors are getting spoo...

The Market’s Fits and Starts & Equity Indexed Annuities 05.02.2022

Jeff, Joe, John, and Kyle kick off the show with a look back at last week’s market movements. The Dow was up 1%, the S&P 500 was up 1.5%, and the NASDAQ was up 2.4%. All three major indexes remain down YTD, with performance for the month of January being the worst we’ve seen in a few years. The guys discuss why it was a wild earnings week for some of the big name stocks, why they think the mar...

A Very Volatile Week & The Difference Between an RIA and a Stockbroker 29.01.2022

Jeff and Kyle are joined by their father, John, this week. The trio begins the show with a recap of last week’s market movements. The Dow was up 1.3%, the S&P 500 was up 0.8% and the NASDAQ was flat for the week. All three indexes remain down YTD. The entire week was made on the last day of the trading week, but there is a broader story that isn’t showing up in the numbers. The Money Wise guys...

Keeping a Long-Term Perspective & Investor Psychology 22.01.2022

Jeff, Joe, and Kyle kick off this week’s episode with last week’s market recap. The Dow was down 4.6%, the S&P 500 was down 5.7%, and the NASDAQ was down 7.6%. All three major indexes remain in the red YTD. The last 14 trading days have seen a significant market decline - more than 12% for the NASDAQ - and the Money Wise guys discuss why it’s important to check your emotions at the door. They...

Another Churning Week for Wall Street & Lower Rates Take High Toll on Retirement 15.01.2022

The Money Wise guys are kicking off the show with their customary market recap. The Dow was down last week, as were the S&P 500 and the NASDAQ. Year-to-date, all three major indexes remain down. So far, 2022 is living up to its billing as a more volatile year for investors. There’s an almost daily rotation in and out of different industrial sectors causing more volatility, but the good news is...

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