The Financial Shepherd

It’s Not a Bubble if it Doesn’t Pop In this episode; In their October meeting the Fed decided to cut interest rates by 25 basis points, surprising no one. What was not expected were the negative comments made by Chairman Powell in the Fed’s presser. Those comments have sent the market into a short slide, despite the rate cut. Earnings reports have begun to come in from several big tech companies....

Shut It Down In this episode; as of recording this it is day nine of the 2025 US federal government shutdown. How long will the shutdown continue? And how much have other government shutdowns actually affected market performance? Jamie Dimon decided now was the time for him to make the rounds through headline news and drop yet another batch of quality, gasoline soaked topical commentary. Also, SWM...

All Eyes on October In this episode; macro economic data continues to come in positively, often beating analyst’s expectations. And we finally got another rate cut! Despite some strange comments by Fed Chairman Powell (surprising, we know) the Fed is expected to follow up with additional cuts to end 2025. And historical data points to October, potentially, being an outstanding month. And, please,...

Wake Me Up When September Ends In this episode; Joshua takes a deep-dive into a recent Barron's article addressing current data regarding inflation and tariffs.  And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website! Important Disclosures This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that...

Not So Endless Summer: Q3 Wrap Up In this episode; Q3 earnings wrapped up with two of the most anticipated companies reporting and offering forward guidance. More economic data came in, showing jobs and GDP both trending in positive directions. Will this be enough for a September rate cut? Odds are showing so, and all eyes remain on the Fed’s upcoming September 2025 meeting. And, please, head over...

Back to School Inflation Blues In this episode; Well, even a broken clock is right once or twice a day, and thankfully it’s that time for Barron’s! Joshua details an article from Barron’s that has surprising level headed reported on the current state of inflation and looming tariff deadlines. Also, an in depth discussion of the most recent inflationary data, which did show an increase in CPI, as w...

How about this heat?! In this episode; We’re in the thick of 2025’s Q3 earnings season and, so far, the data is stellar! Unfortunately, our attention is once again on the Fed’s perception of Trump’s tariffs and the lack of a reduction in interest rates. There’s also historical data to apply to the back-half of Q3 and some more Warren Buffett references! And, please, head over to shepeherdwm.com to...

In this episode; Joshua deep dives into the recent inflation data, noticing the incongruity in CPI and CORE data. The upcoming congressional vote on three crypto regulatory bills is discussed, as well as a particular infuriating article from Barron’s. Oh, and guess what? We get to talk about the Fed and rates again! Yay. And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s...

In this episode; The Fed continues to delay cutting rates! There’s a lot to say about that. Also some other news and cool things. Our new website is live! Visit shepherdwm.com The Financial Shepherd Podcast full episodes are available on YouTube and Spotify. https://youtu.be/zYOrdYS95IU Important Disclosures This video/podcast is for informational purposes only and does not constitute individualiz...

In this episode; inflation is still falling! And, what is quite possibly the most hated market rally of all time continues to rise. Joshua details why there are actually bullish signs for the rest of the year for investors. The University of Michigan's investors survey continues to illustrate the difference between 'soft' economic and market data vs 'hard' data. And, pleas...

In this episode; data is blooming! From NVIDIA’s recent reporting to economic and inflation data, Joshua deep dives into all of it! And, spoiler, there’s more current good news in the data than there is bad news. Joshua also discusses recent articles in Barron’s and Investor’s Business Daily, as well as comments by JPMorgan and Chase CEO, Jamie Dimon. And please head over to shepeherdwm.com to see...

Our new website is live! Visit shepherdwm.com The Financial Shepherd Podcast full episodes are available on YouTube and Spotify. https://youtu.be/Xy1KCudQIq0

In this episode; Investor sentiment appears to be divided among partisan lines. And, headline news is fueling negative outlooks based on soft data. Meanwhile, the hard data continues to display a robust economic outlook, despite the looming US tariffs. The Financial Shepherd Podcast full episodes are available on YouTube and Spotify. https://youtu.be/jRUcyah6auk

This episode is all about tariffs. The Financial Shepherd Podcast full episodes are available on YouTube and Spotify. https://youtu.be/jRUcyah6auk

In this episode; Saddle up. This is one long deep dive in to the history and data behind the relationship of the current Trump tariffs, inflation, current investor sentiment, and overall US economic projections. A cannot miss episode for any investor, especially those who are concerned and/or interested in the current state of tariffs and the recent market drop off.

In this episode; The recent market volatility just won’t subside! So, it’s a multi-flavor bucket of popcorn this episode as Joshua covers data from all over the market, detailing happenings and historical precedent for all major market news. New inflationary data, looming tariff fears, the rising chance of a Fed rate cut in May, recent market volatility, recap of earnings season, and a pre-meeting...

In this episode; Earnings season is almost finished! And with one major player (NVIDIA) still to announce next week, Joshua goes through all of the earnings data we’ve received so far. The data forensics continue with lots of inflationary metrics and a deep dive into the recent volatility the markets have seen this year. Joshua also makes the case for why SWM is having a hard time feeling bearish...

In this episode; Joshua discusses the horrifying fires in Los Angeles and how they may impact upcoming employment and other economic data. And, Joshua looks at the wave of Executive Orders President Trump signed on his first day in office, and connects some of them to the last Fed meeting. More historical data is applied to the current market in an attempt to prepare SWM clients and other investor...

In this episode; Nimble is the word for investors heading into 2025! While it’s always important to pay close attention to asset allocation, Joshua details how historical data points to 2025 being a year where more drastic portfolio ‘nimbleness' may be required. Also, Joshua dives into some misleading headlines from the recent issue of Baron’s, and discusses why we’re still hearing about the...

In this episode; Welcome to 2025 and the first The Final Shepherd Podcast of season 5! Joshua goes over recent financial and market news, including comments NVIDIA’s CEO made to Congress. Joshua also gives a deep dive into the recently released Fed minutes from last month’s Fed meeting, but the Fed’s recent behavior while answering questions is still perplexing investors. And, we bring out the his...

In this episode; buckle up, because this is one bumpy ride. Joshua details ALL of the data and ALL of the things surrounding The Fed's (Jerome Powell's) complete sabotage of the market last Wednesday, December 18th, 2024. And, after the rant, Joshua introduces Shepherd Wealth Management's new CEO!

In this episode: It’s a data heavy episode as Joshua details what’s in store for the end of 2024 and gives broad strokes of what to expect for an overall market performance in 2025. We discuss the Fed’s upcoming December meeting, next week’s imminent rate cut, and well what their current rate cutting cycle should reveal to investors for 2025. Also, we delve into the Trump administration’s proposed...

In this episode: With some of the uncertainties surrounding the upcoming change in Presidential administrations being alleviated, as well as Q3 reporting yet another quarter of stellar profits, the markets are seeing an upward trajectory with just about 6 weeks left in the year. Joshua gives a deep dive into the incredible performances of NVIDIA and Bitcoin, and explains four themes that show ther...

In this episode: The election is over! AND the rate cuts continue! Joshua is back in full form and takes a massive deep dive into one of the most unique positions investors have ever found theirselves in - comparing market data from non-consecutive Presidential terms from the same administration. Joshua also answers client questions about how best to position an individual portfolio with historica...