Mark McEvily
The Independent Advisors
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 35 Park Ave. Dayton, OH. 45419Phone: 937-938-9105
Where to listen?
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Episodes
The Independent Advisors Podcast Episode 236: The Stock Market is not, NOT, the Economy 25.01.2024 32:55
Show Notes: Tweet from Seth Golden - https://twitter.com/sethcl/status/1745427989242806376?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Franklin Templeton - https://twitter.com/FTI_US/status/1745229093082190295 Tweet from Charlie Bilello - https://twitter.com/charliebilello/status/1749448179181814159? Checking in on Earnings Thus Far - https://twitter.com/FactSet/status/1749572171221844032 Finan...
The Independent Advisors Podcast Episode 235: Case. in. point. 18.01.2024 56:31
Show Notes Expectations for rates from Bespoke Investment Group - https://x.com/bespokeinvest/status/1747320771058225401?s=20 "Rent and Gen Z-ers." by Ana Teresa Solá - https://www.cnbc.com/2024/01/15/how-gen-zers-can-build-credit-before-renting-their-own-place.html "Lets be honest about Social Security." by Brenton Smith - https://www.advisorperspectives.com/articles/2024/01/14/be-honest-about-so...
The Independent Advisors Podcast Episode 234: “Desensitization of Volatility“ with Special Guest, Seth Golden! 11.01.2024 42:25
Episode #234 features Seth Golden, a hedge fund consultant and Chief Market Strategist at Finom Group. · Seth has worked for some of the largest retailers in North America, including Target and Bed Bath & Beyond. · Seth has been an independent trader and economist since 2000. · In 2012, Seth grew his basis of knowledge with careful studies and participation in the VIX compl...
The Independent Advisors Podcast Episode 233: The Market Owes You Nothing. 04.01.2024 50:14
Tweet from Arun Chopra - https://twitter.com/FusionptCapital/status/1740105871370432619? Blog post from Joe Wiggins: “How will equity markets perform in 2024?” - https://behaviouralinvestment.com/2023/12/12/how-will-equity-markets-perform-in-2024/? Tweet from Jeff Hirsch - https://twitter.com/almanactrader/status/1737884399398539461? How To Manage Your Money After You Retire – https://smartasset.c...
The Independent Advisors Podcast Episode 232: Bring on 2024! 28.12.2023 12:37
Show Notes: Tweet from Ryan Detrick on and snippet from the chart report newsletter - https://twitter.com/RyanDetrick/status/1737330878525723073? Blog post from JC Parets “Perfectly Normal Market Behavior” - https://allstarcharts.com/perfectly-normal-market-behavior/?
The Independent Advisors Podcast Episode 231: Reinvesting has risk too 21.12.2023 50:22
Show Notes: Tweet from Joey Politano - https://twitter.com/JosephPolitano/status/1734570072176251320 Article by Amy Arnott, CFA “Should you T-Bill and Chill?” - https://www.morningstar.com/portfolios/should-you-t-bill-chill Research from Charlie Bilello - https://twitter.com/charliebilello/status/1735785477586723024 Tweet from Jonathan Ferro on Fed Speak Confusion - https://twitter.com/FerroTV/sta...
The Independent Advisors Episode 230 14.12.2023 46:02
Show Notes Blog Post from our friend Ryan Detrick - https://www.carsongroup.com/insights/blog/some-more-good-news-for-bulls/? Article by Matt Baisden titled “11 different types of retirement plans” - https://www.plancorp.com/blog/retirement-plan-types ?
The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong 07.12.2023 30:15
Show Notes: Tweet from Seth Golden - https://twitter.com/sethcl/status/1729495518085013869?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Sam Ro – https://twitter.com/SamRo/status/1729151079793692842 Tweet from Callie Cox - https://twitter.com/callieabost/status/1729136015330414805 Blog from Ben Carlson titled “How the Market Shapes your Portfolio” - https://awealthofcommonsense.com/2023/11/how-your...
The Independent Advisors Episode 228: Benefits of Hindsight 30.11.2023 42:15
Show Notes: Tweet from Nancy Pelosi Stock Tracker - https://twitter.com/pelositracker_/status/1725326755194384613? NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089 Morgan Housel referencing Peter Lazaroff - https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morgan-housel? Tweet from Markets & Mayhem - https...
The Independent Advisors Episode 227: The Crash Caller Won't Save you 17.11.2023 34:20
Show Notes: Blog post from Ben Carlson “The crash callers won’t save you.”- https://awealthofcommonsense.com/2023/10/the-crash-callers-wont-save-you/ Blog post from Michael Batnick “Get back to work.” - https://theirrelevantinvestor.com/2023/08/14/get-back-to-work/ Tweet from Jason Goepfert US credit downgrades - https://twitter.com/jasongoepfert/status/1723099629565129137? Retirement Account Cont...
The Independent Advisors Episode 226: That's Not Bearish 09.11.2023 40:29
Show Notes: Blog post from Joe Fahmy “Four Reasons for a year-end rally” - https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rally Tweet from Ryan Detrick - https://twitter.com/ryandetrick/status/1720565217845809388? Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?
The Independent Advisors Episode 225: An Old Normal 02.11.2023 47:09
Show Notes: Discussion on Treasury Refunding & the Bond Market - https://home.treasury.gov/.../financi.../quarterly-refunding https://home.treasury.gov/news/press-releases/jy1864 https://www.youtube.com/watch?v=9oGcTTYznaw
The Independent Advisors Episode 224: Beauty is Pain 26.10.2023 42:29
Show Notes: Tweet from Money Visuals, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5Jg YTD Performance Across the S&P Research by Charlie Bilello - https://twitter.com/charliebilello/status/1715373008263557378 Economists Increase US Growth Projections https://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-pro...
The Independent Advisors Episode 223: Tough Contender 19.10.2023 36:40
Show Notes: Blog post from Adam Turnquist - https://lplresearch.com/2023/10/13/bull-market-check-up/ Tweet from Dan Russo - https://twitter.com/danrusso_cmt/status/1710618834837684289?
The Independent Advisors Episode 222: Everything S&P 11.10.2023 39:22
Show Notes: Tweet from Mike Zaccardi - https://x.com/mikezaccardi/status/1711103046904664518 Tweet from Willie Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1710034393778020430 Tweet from Scott Brown, CMT - https://twitter.com/scottcharts/status/1709193397053927885 Tweet from Barchart - https://twitter.com/Barchart/status/1709290997614616946
The Independent Advisors Episode 221: Where The Reversion Lies 06.10.2023 33:36
Show Notes: Tweet from J.C. Parets from All Star Charts - https://twitter.com/allstarcharts/status/1709192984128884976 Tweet from Investment Wisdom - https://twitter.com/InvestingCanons/status/1708875089767198815
The Independent Advisors Episode 220: Market Resilience in a Shutdown 28.09.2023 42:44
Show Notes: Blog post by Ryan Detrick “10 things to know about a government shutdown” - https://www.carsongroup.com/insights/blog/ten-things-to-know-about-a-government-shutdown/ Tweet from Caleb Franzen - https://twitter.com/CalebFranzen/status/1706750189510230271 Tweet from Callie Cox - https://twitter.com/callieabost/status/1704905602047336855 Tweet from Lisa Abramowicz - https://twitter.com/lis...
The Independent Advisors Episode 219: Threats Breed Motivation and Strength 22.09.2023 37:43
Show Notes: Article by Adam Turnquist, "Breaking Down the Breakdown in Oil"- https://lplresearch.com/2023/09/08/breaking-down-the-breakout-in-oil/ Chart on the Vix from Topdown Charts - https://www.chartstorm.info/p/chart-of-the-day-vix-seasonality Twitter post from Bloomberg Markets - https://twitter.com/markets/status/1703486921387708511 CME FedWatch Tool - https://www.cmegroup.com/markets/inter...
The Independent Advisors Episode 218: Old School 14.09.2023 40:24
Show Notes: Federal Reserve launches FedNow payment system - https://peterlazaroff.com/ep-115-debunking-myths-about-fednow Blog post from Peter Lazaroff from PlanCorp Blog post from JC Parets “Stocks Are Stuck. Deal With It” - https://allstarcharts.com/stocks-are-stuck-deal-with-it/ Tweet from Jason Goepfert - https://twitter.com/jasongoepfert/status/1693705091482562919 “Why financially successful...
The Independent Advisors Episode 217: Market Ammunition 07.09.2023 36:25
Tweet from Ed Clissold - https://twitter.com/edclissold/status/1697638015361777821 Tweet from Ryan Detrick - https://twitter.com/ryandetrick/status/1697448481852445076?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Alfonso Depablos - https://twitter.com/AlfCharts/status/1696124970156327244 Blog post from Ben Carlson “You Probably Need Less Money Than You Think For Retirement” - https://awealthofcomm...
The Independent Advisors Episode 216: A Fat Pitch 31.08.2023 39:55
Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth
The Independent Advisors Episode 215: Lifeblood of a Bull Market 24.08.2023 27:55
Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth
The Independent Advisors Episode 214: Seasonality Playing Out Perfectly 17.08.2023 35:51
Show Notes: Blog post from Ben Carlson - https://awealthofcommonsense.com/2023/08/even-when-the-stock-market-goes-up-it-still-goes-down/ Tweet by Carl Quintanilla - https://twitter.com/carlquintanilla/status/1689973876610961409 Tweet by Seth Golden https://x.com/sethcl/status/1691411067388227584?
The Independent Advisors Episode 213: Scaring Off The Bears 10.08.2023 26:52
Show Notes Tweet from Willi Delwiche, CMT, CFA - https://twitter.com/WillieDelwiche/status/1687071058837307392 Tweet from Unusual Whales - https://twitter.com/unusual_whales/status/1686783179485491200?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from JC Parets - https://twitter.com/allstarcharts/status/1686057824508428296?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from SethCL - https://twitter.com/SethCL/...
The Independent Advisors Episode 212: Take A Swing 03.08.2023 33:32
Show Notes: https://www.fa-mag.com/news/secure-2-0-mandatory-roth-catch-up-requirement--raises-questions-74092.html
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