The Wise Investor Show®

The Chinese make a splash and try to deep six US AI dominance. Are they using duct tape and bubblegum to fool the world, or have they pulled into the lead in shaping the economy of the 21st century. We'll call upon various sources to try and figure this out on this week's show.    The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is...

Simon puts a bow on the Biden market returns and offers what history suggests about a new president's first year. He cautions that investors should not get lost in the policy weeds and instead remember that earnings and valuations will ultimately have much more influence. He argues there are fundamental, valuation-based and sentiment-related cases for broadening market participation. He highlights...

In the cold days of January we're longing for the start of spring training, so this week we'll look at what's been moving the markets but also draw some analogies to baseball and have a look at another pocket of the economy that's going to be critical to keep this bull running.    The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is...

Simon points to historical precedent, political turnover, volatile Fed policy and interest rates, and stretched stock valuations as reasons for a particularly muddied investing environment. He highlights the recent ratchet in rates and U.S. dollar strength as trends to watch and possible catalysts for additional stock weakness. He cautions against getting too negative as a strong U.S. consumer, br...

We're not doing it, but one notable economist forecasted a correction in the stock market this year. On this week's show, we'll talk about that, how much conviction there is in the prediction, and how one should act if buying into the idea. Also, another angle to the Chinese trade war that we may not have fully considered.     The foregoing information has been obtained from sources considered to...

Simon shares a dozen observations amid the recent rise in market volatility including thoughts on narrowing market participation, high stock valuations, U.S. company "exceptionalism" and positive investor sentiment. He also details the latest earnings reports from AVGO, NKE and COST.   The information contained in this podcast represents the opinions of the hosts and guests and does not necessaril...

After a very volatile week in the markets, on this weeks show we'll look at what the Fed's pricing in , what the market's reacting to, and the notion that tariffs could be deflationary. That along with a new holding in the portfolio on the penultimate show of 2024.      The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the...

Simon shares some timeless investing lessons that resonated with him again this year.  He looks at the current state of the stock market and what has been left behind. Specifically, he examines the historically extreme underperformance and underweighting of the Healthcare sector within the S&P 500 and international stocks more broadly. He also suggests taking a fresh look at commercial real estate...

On this week's show, we'll look at some evidence that people just aren't trusting what Trump's saying and that's dangerous. Why corporate America doesn't believe him but the Fed does. How we'll think about that and also take a look at the results from a few names in the portfolio. The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily rep...

Simon offers some historical backdrop and economic context for the first salvo in a potential trade war. He suggests the ultimate impact of tariffs depends upon their scope and duration. Companies have the ability to adapt and the potential for several offsets suggests strong corporate earnings growth could continue next year. Simon highlights Constellation Brands – now embroiled in trade war conc...

There are many paths the market can go down next year and on this week's podcast we'll pull from a few analysts to see what to expect. Also important news changing the outlooks for a couple of holdings.      The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor...

Simon cautions on overreacting to the post-election move in stocks. History suggests market outcomes can shift significantly over a presidential term. History also suggests other factors can be more impactful than Washington policy and that stocks over the past 15 years have produced similar annualized returns over various administrations. He notes that company earnings, stock valuations and curre...

While the Fed continued on its path of easing interest rates, this week was all about the election and the market rallied in a historic way. On this weeks show we look at what it's pricing in, what it's not, and what this all means for our investments in 2025.      The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views...

Simon follows up on recent forecasts from several prominent investment firms for subdued S&P 500 returns over the coming decade. He echoes their concern around market concentration and suggests the "average stock" could perform much better than in recent years, especially relative to the broad market averages. He offers the same could potentially be true for bonds as they try to emerge from their...

A major Wall Street firm updated their forecast for the next 10 years and laid out their reasons to believe the stock market will trail inflation on average for that decade. On today's show, we look at the details of that report, why it has merit, and why it's not a big problem.    The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily re...

  In this episode of the Wise Investor Show, Ann Summerson and Nick Sorden dive into the evolution of retirement accounts and the strategies that have shaped our savings habits. Ever heard of the "deferral trap"? Ann and Nick explore how tax-deferred accounts might not be the golden ticket we once thought. They discuss the history of IRAs, the rise of 401(k)s, and the benefits of Roth IRAs. Tune i...

Simon considers the recent turn towards cyclical stocks and higher bond yields that have fooled consensus positioning. He cautions against blindly relying on forecasts of any kind and, instead, focusing on bottom-line fundamentals including the sustainability of record corporate profit margins. He also examines economic, stock market and stock market sector performance under Democratic and Republi...

There's a sector twice the size of the 2008 subprime loan market that may be getting paid to ignore risks. This week, we'll look at what's happening there, as well as a economic push we're getting from China and then the details of a specific stock.   The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond Ja...

Warren Buffett quipped that, "if understanding history was all it took to be successful, librarians would be the wealthiest investors." Simon discusses how precedent is important to consider with respect to Fed rate cuts, but that investors should be prepared for a wide variety of potential outcomes. He also offers how to think about bonds now that yields have front-run further Fed cuts. He then h...

This week we got the historic first rate cut that will appear on economic charts for hundreds of years to come. We may have come in for a soft landing, but where are we? This week we'll look at what comes next for the markets, how some assets don't perform as you might expect as rates head lower, and what to expect next from the Fed.      The information contained in this podcast represents the op...

You've realized that you have more money than you will ever need to spend.  Financial Planner, Matt Anderson, discusses some giving ideas that will make a meaningful impact in your descendants lives now rather than later.  Topics include financial giving to help with educational funding, Roth IRAs, Health Savings Accounts and the purchase of a home and non-financial gifts of family trips and finan...

Simon cautions on reacting to headlines and anecdotes without the proper context. He then examines the notable shift in market leadership and suggests it has historical, fundamental and technical underpinnings. He also encourages investors to think about their cash position, how much makes sense to maintain and offers some thoughts on bond positioning in a diversified portfolio. He considers the d...

Interest rates are still on everyone's mind, but the Fed has shown their hand and now actual earnings are taking the wheel and driving the markets. This week we'll look at the market's internals, valuations, and scrutinize the sustainability of these results, and then look at a contrarian case with a lot of [expensive] egg on their face. The information contained in this podcast represents the opi...

Simon examines the V-shaped moves in both stocks and volatility and counsels against overreacting to headlines. He discusses how challenging it is to forecast recessions and that investors are better off focusing on corporate fundamentals. He also looks at historical stock performance following an initial Fed rate cut. He reviews the current case for three "value" names: NKE, GPC and CSCO.   The i...

The markets had a short lived period of volatility and a bit of a selloff, before quickly recovering. But, don't let the pundits blame the usual suspects. Instead, this week we'll look at what really happened and what really matters going forward.   The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond Jame...