The Wise Investor Show®

Simon discusses how markets became too complacent and consensus thinking too one-directional, which made them highly susceptible to changing news flow. He references the resulting historically large spike in volatility and identifies the fear of a stubborn, behind the curve Fed as the main culprit. Simon suggests it is too early to tell whether fears are justified or if this turns out to be a "gro...

This week we'll look at the very real threat of negative real returns when buying fixed income, how to think about them and how to combat them. Also, another large loaming debt risk in the US that threatens to rock the market.  Stocks mentioned: VICI   The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond J...

Simon discusses the massive market rotation underway and suggests it is mostly the result of extreme positioning. He cautions on how hard it is to predict trigger points and reinforces the merits of being patient with portfolio diversification. He also mentions how there is historical precedent for the recent political turmoil and offers that investors should not overreact to recent news flow. He...

This week, we look at a remarkable shift in trading this month, as a rotation from what's driven the markets to a long neglected area has taken hold. We'll look at why it's likely an unsustainable trend, and also shift our focus to a looming problem that could really spell trouble for the markets over the next year.   The information contained in this podcast represents the opinions of the hosts a...

Simon examines the current backdrop and how resilient corporate fundamentals remain an encouraging tailwind for stock prices. He does suggest some economic cracks are forming that need to be monitored . He also looks at some of the historic extremes in terms of market concentration and performance dispersion. He suggests investors maintain portfolio balance and take time to understand their exposu...

This week, we celebrate America's 248 th birthday by pointing out how wrong both leading presidential candidates are about the economy and then introduce a new stock to our portfolio.      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 Group, or their res...

This week, Greg Smith offers the Financial Planning side of the Wise Investor Group® of Raymond James, as he highlights a retirement planning concept to help you take advantage of the extended required minimum distribution age, as well as a strategy to better harness and unlock the tax benefits of the charitable giving you may already be contributing.       The information contained in this podcas...

This week, we summarize the first half of 2024 by explaining, only partially tongue in cheek, how AI will solve our inflation problems and lead to lower interest rates.      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 Group, or their respective affilia...

Simon discusses how asset class performance has become increasingly concentrated in U.S. Large Cap Growth and narrowed even further recently to just a handful of names. Some of this has been justified by outsized profit contribution but the divergence may have gone too far. He suggests that diversification may still have its merits and be important for risk management. He also highlights the lates...

This week we speculate about the jobs report, look at leading indicators, and revisit the effect higher rates will have on corporate debt and its impact on earnings after looking at the data.       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 Group, or...

Simon highlights how we are constantly bombarded with headlines, news flow and outright rumors that often require a reality check. At the very least, many ideas are presented superficially without the proper context and are likely not as well understood as they should be. He provides numerous examples from the macro-economic landscape and current character of the stock market.     The information...

On this week's show, we look at the tsunami of AI talk, AI investing, and the tidal wave of debt coming due and what that could mean for many years to come.      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 Group, or their respective affiliates and empl...

Simon provides ten reasons why stock market optimism remains the most appropriate base case. He looks at the current character of the market, historical precedent, the state of the economy and corporate fundamentals to justify his position. He also highlights recent quarterly earnings reports from Apple, Kenvue and Aptiv. Stocks discussed in this episode: AAPL, KVUE, APTV The information contained...

After a week characterized by FactSet as uneventful, the show takes a departure this week, with a look at one of the biggest scams in history. We look at the resolution of the FTX bankruptcy and how the small investor is still left out in the cold.   The information contained in this podcast   represents   the opinions of the hosts and guests and does not necessarily   represent   the views of Ray...

Simon discusses how recent stock price reactions to earnings reports and an incrementally more hawkish Fed demonstrate to what extent news flow itself often matters less to financial markets than news flow relative to expectations. He places the current mini-correction in context, comments on what we have learned during this earnings reporting season and offers some reasons why the macro-economic...

The wind has been taken out of the interest rate cut sails and it's now time to start rowing and it's earnings season, so this week we'll focus on the results for three stocks and what we expect from them in this challenging market environment.      The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond Jame...

In today's show, Matt Anderson talks about why you might not want to max out your pre-tax retirement accounts.  He discusses the importance of account diversification; specifically, the importance of having an after-tax source of funds in retirement.   Doing so provides you with the flexibility to take full advantage of planning opportunities in retirement.  In early retirement, you won't have to...

Simon discusses how a correction could unfold at any time, but that we should not fear volatility in the context of a strong uptrend and resilient economic backdrop. He notes how the obsession with interest rates and the "Magnificent 7" could be obfuscating the improving breadth of the market. There are fundamental underpinnings for the shift from less demanding valuations and improving earnings e...

It's hard to name that tune in three notes, because it's always changing. This week, we look at the changing narrative from cuts to no cuts, from weak China to strong China, and from the US guiding EU policy to EU guiding US policy. All this has led to the worst week in the DJIA in over a year and we'll examine it on this week's show. The information contained in this podcast represents the opinio...

Simon discusses how the intense focus on Artificial Intelligence-related themes and the Fed is obscuring other bullish narratives such as improving market breadth, rising earnings estimates and still cautious retail investor positioning. He also looks at the potential for future bond returns to be  very competitive with what we might reasonably expect from stocks. He offers a primer on how to unde...

Japan's one of the world's biggest and most important economies and their conflicting policies have been reliable for many decades, until this week. On this week's show we'll look at if that'll turn us round and round and talk about the impact of some artificial intelligence developments on our portfolio.    AVGO   TSCO     The information contained in this podcast represents the opinions of the h...

Simon discusses the recent surge in Nvidia's stock price and how it is important to understand what the current valuation demands in terms of future growth. Simon acknowledges that the market could be due for a pause, but offers ten solid reasons why investors should still consider an optimistic base case. He also highlights the most recent earnings reports from COST and AVGO.     WIG Stocks: COST...

The Markets keep rolling but are giving up on the previous narrative and finding new reasons to rally higher. We'll look at the new information, what to expect later this year, and give an update on a portfolio holding.     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., Th...

Simon discusses how history suggests recent market strength will beget future strength but that stretched valuations should temper enthusiasm. He also relates how the dominance of the largest weights in the S&P 500 has further narrowed and that investors should both understand what they own and think about diversification. He highlights MDLZ, KO and VICI as names to consider in currently out-of-fa...

This week, monetary policy takes a backseat to earnings results and we look at one of the world's largest retailers to see what it can tell us about the health of the consumer and the price of blackberries. 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 G...