The Wise Investor Show®

Expectations from the latest Nato meeting as well as a collapse of the cease fire are driving energy prices higher and expectations for further defense spending. On this week's show, Chase looks at the forecasts for defense spending as well as an update for the rest of the year from one of the big Wall St firms, along with a look at a NOC and NFLX. The foregoing information has been obtained from...

Simon does not know whether AI is a bubble or not but acknowledges the surge in retail trading, use of leverage and overall speculative appetite for pockets of the AI universe. Investors should be aware of the potential for extreme volatility in the space. At the same time, he notes the broadening of market performance in recent weeks, including the beleaguered Healthcare sector, which augurs well...

The markets are seeing some volatility but largely storming ahead, and the leader's earnings are taking off along with a level of borrowing that's unmatched in history. On this week's show, Chase reflects on the tenure of Alan Greenspan at the Fed and how the challenges of his time reflect on today's economy. The foregoing information has been obtained from sources considered to be reliable, but w...

Simon discusses the three dominant stories of the day: the Space Exploration Technologies (SpaceX) IPO, potential resolution in Iran, and comments from the new Federal Reserve chair. He stresses that markets are forward looking and investors must appreciate what has already been discounted in asset prices. He also cautions against trying to ride momentum, such is now with chip stocks, as other pop...

While the war vacillates from negotiation to trading blows, there's been a surprising moderation to energy prices, even though they're higher than before. On this week's show, Chase looks at what's holding oil back, how long might it last, and also what the effect of this bond market is on certain sectors. The foregoing information has been obtained from sources considered to be reliable, but we d...

Simon notes the strength of the recent rally but also how concentrated it has become in Technology. While a pause could be in store, the case is still favorable for continued gains given solid economic underpinnings, low levels of systemic financial stress and better than expected corporate earnings growth. He also considers whether higher interest rates should be considered a negative signal. He...

We're still having a great time at the party but it's after midnight. You gotta think about how you'll feel tomorrow and on this week's show, Chase looks at various published assumptions on forward returns, what the underlying economy is telling us, and considers if we need to avoid the risk of a hangover. The foregoing information has been obtained from sources considered to be reliable, but we d...

Simon focuses on the two major drivers of current market direction: AI spending and interest rates. He notes the historically narrow leadership of the rally since the late-March lows and how it has been concentrated in a small pool of AI-sensitive names. He compares to other investment bubble periods and times of narrow investor interest. He also reviews the spike in rates and correlation to stock...

Numerous market baseline estimates are still optimistic, while earnings forecasts are trying to catch up with results that have exceeded expectations. On this week's show, Chase looks through some of these estimates and contradictions within them that make a case for a more conservative stance than the pack.    The foregoing information has been obtained from sources considered to be reliable, but...

Simon cautions against trying to draw a direct, cause and effect line between geopolitics, the economy and financial markets. He discusses how this market has turned up on better than expected first quarter corporate earnings, still record high profit margins and resilient AI-related spending. He notes that Technology is back in the drivers seat, but investors may want to consider out of favor sec...

Last week's headlines rolled into this week, with oil making new highs, no improvement in the Persian Gulf, the Fed staying in neutral, but a bounty of earnings reports from some of the most influential companies in our economy. On this week's show, Chase reviews those results but also puts into perspective the impact of their spending and looks at evidence of where that spending may be paying off...

In this episode of The Wise Investor Show, Matt Anderson, walks through some of the most common questions investors ask when navigating uncertainty. From concerns about Social Security, trusts, Roth conversions, and long term care insurance, to the timeless question of whether now is still a good time to invest, this episode focuses on how thoughtful planning and behavioral awareness can help inve...

Simon places the March stock sell off, spike in oil, and rise in volatility in historical context. He reminds investors that geopolitical events tend to have limited shelf lives with respect to market impacts. He considers the recent rotation back into the Mag 7 and Technology and how many names were left historically cheap relative to their growth rates after recent weakness. Simon believes some...

The markets staged a huge rally on Wednesday, as oil and interest rates dropped on the news that a ceasefire agreement with Iran is in place and hostilities may be drawing to an end. On this week's show, Chase looks at what also powered the scale of the rally, wonders about it's chances of success, and also reviews a major deal in the AI space.   WIG Stocks: AVGO, GOOGL   The foregoing information...

In today's Wise Investor Show, Certified Financial Planner® practitioner Greg Smith discusses ways to think about required minimum distributions (RMDs) beyond merely having to take out money from your IRA and pay taxes on them.  Greg gives a primer on how one might become subject to RMDs, and identifies several strategies to consider implementing once you're subject to RMDs that could add addition...

Simon suggests investors suppress the impulse to buy too much into day-to-day headlines and to chase investment products that promise to either hedge war risks or profit from them. He frames the backdrop for oil, consumer spending, inflation, and the markets and what to look for going forward. As always, he suggests the trajectory of corporate earnings growth will ultimately be the most significan...

The markets and many risk assets continue to volatility as they adapt to the spikes In global oil prices but also take on the latest news from the Federal Reserve and developments in the AI economy. This week Chase looks at what trip wires the market may encounter in interest rates and challenges to earnings expectations, along with a key update on a bellwether company.   The foregoing information...

Simon discusses how oil prices have become the needle mover for virtually all asset classes across the globe as well as for key economic factors. The historical record concerning geopolitical events and oil shocks augurs for calm, but investors should expect meme-stock like volatility across their portfolios in the short term. He suggests that maintaining discipline is more important than trying t...

War's erupted in the Middle East, sending the volatility in all the capital markets higher, with wild swings and money headed to the sidelines. Chase this week takes a look at the effects on oil, takes a guess at how long this will last (he has no clue) but also why it results in cheaper prices ahead, while also refocusing on the longer term trends that can benefit from today's news. WIG Stocks: A...

Simon comments on the proliferation of dystopian AI-related forecasts and cautions against succumbing to the fear of the unknown. He highlights the various phases of the AI wave from a market perspective - how investors are now considering violent disruption while trying to separate the "winners" from the "losers." Such rapid price adjustments could ultimately create opportunity among those unfair...

In this episode, we break down the hidden psychological forces that influence your financial decisions — often without you realizing it. From loss aversion and overconfidence to anchoring and confirmation bias, you'll learn how these four major behavioral traps can derail even the best financial plan. We explore real-life examples, including how emotions take over during market volatility and how...

Simon discusses the violent churn in the markets that includes rotation into "old economy" industries as well as significant AI disruption fear-related selling. The sustainability of the moves will likely depend on the impacts to corporate earnings and whether profit margin gains can expand beyond the Technology space. Simon cautions against trying to trade the momentum as sentiment can be fickle,...

Simon reviews the extreme volatility in sentiment and liquidity-driven asset classes such as crypto and precious metals. He argues that investors should consider as peripheral rather than core investments. He considers the significant rotation within the stock market and the fundamentals needed to sustain. He also frames the latest in the economy from the path of the U.S. dollar to the new Fed Cha...

The economic developments were a bit of a snoozer this week but while he does give some attention to the Fed's meeting, on this week's show Chase reviews the earnings results and subsequent reactions to some big names in the markets.   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement o...

Simon discusses how challenging market timing can be even if one knew economic outcomes ahead of time. He argues for discipline in a frenetic, headline-driven environment. He suggests that valuation expansion, leverage levels and recent stock performance are not all that suggestive of a large cap Technology bubble and how rotation into other asset classes, as well as the "other 493" within the S&P...