Episodios

  • The CPI Report, Global Birth Rate Concerns, And Wes's Five Reasons For Being Bullish About The United States

    The CPI Report, Global Birth Rate Concerns, And Wes's Five Reasons For Being Bullish About The United States
    Oct 15 2024
    Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They review the underperforming jobs report. They deliberate the cumulative effect of inflation and how that might usher in negative vibes despite encouraging CPI numbers. They explore the Wall Street Journal’s article about the global decline in birth rates and its potential to bring significant economic, social, and geopolitical consequences. But, they remind listeners that, fortunately, the U.S. is still seeing population growth, partially from immigration, and will likely continue to for the foreseeable future. Finally, they dig deep into Wes's five reasons for being bullish about the United States.
    Más Menos
    33 m
  • Presidential Market Performance, Q3 Review, Fruit Loops Ban, And The Peak 65 Stat Of The Week

    Presidential Market Performance, Q3 Review, Fruit Loops Ban, And The Peak 65 Stat Of The Week
    Oct 8 2024
    Investment advisor and regular co-host Jeff Lloyd joins Wes on today’s episode of Money Matters. They delve into the week's latest news, including scary headlines and California banishing Froot Loops from school cafeterias. They dig into Q3 and explore housing challenges, such as inventory and mortgage rates. They inspect the “peak 65” stat of the week, which shows a record number of baby boomers reaching retirement age. And finally, with less than a month until the presidential election, they consider the Magnificent Seven swing states and reveal how S&P 500 performance has historically affected the outcome.
    Más Menos
    34 m
  • Impact of the Fed Rate Cut: What History Says Happens With Stocks, Bonds, and Cash Investments After Rate Cuts

    Impact of the Fed Rate Cut: What History Says Happens With Stocks, Bonds, and Cash Investments After Rate Cuts
    Oct 1 2024
    In this episode of "Money Matters," hosts Wes Moss and Jeff Lloyd dive deep into the impact of the recent Federal Reserve rate cut on various asset classes, including stocks, bonds, and cash. Amid discussions on the returns in the bond market, Wes and Jeff also explore historical trends, showing how the S&P 500 often rises after Fed rate cuts, especially when the market is near all-time highs. Delving into market psychology, they provide insights into investing during periods of frequent new highs and touch upon the post-presidential election market performance, enhanced by key historical data and trends. Wrapping up with a nostalgic look at cultural moments and the unique recent weather in Atlanta, this episode offers a comprehensive overview for investors navigating today's dynamic financial landscape.
    Más Menos
    34 m
  • Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns

    Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns
    Sep 24 2024
    Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans report peak stress conditions, though the misery index fell slightly from last year. They dive into a list of which university degrees statistically lead to higher earnings for their graduates. They examine a Wall Street Journal article about millionaires who decided to rent instead of buying their homes. They explore the public’s overall sentiment for the government. Finally, Connor shows Wes which election results have historically yielded the best market returns. Is it Republican or Democrat? The answer might surprise you.
    Más Menos
    1 h y 7 m
  • Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate

    Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate
    Sep 17 2024
    Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statistics. Finally, they dig into a Barron’s article discussing the potential for a 5% retirement withdrawal rate.
    Más Menos
    36 m
  • Foundational Investment Principles of the Retire Sooner Community

    Foundational Investment Principles of the Retire Sooner Community
    Sep 10 2024
    Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation and high interest rates thereafter. In today’s episode of the Money Matters Podcast, Wes admits that a sensible retirement strategy while accounting for unknown future world events can feel overwhelming. However, he believes utilizing the foundational principles of the Retire Sooner community can help increase your probability of achieving the financial freedom that many happy retirees enjoy.
    Más Menos
    47 m
  • Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies

    Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies
    Sep 3 2024
    On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up demand for sausage. They mention Jerome Powell’s recent speech and then do a deep dive on The Wall Street Journal’s negative article about the 60/40 portfolio and 4% Rule.
    Más Menos
    34 m
  • The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner

    The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner
    Aug 27 2024
    Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing of inflation vs. Georgia Bulldog championships. They pore over housing data, including a significant boost in supply and how high mortgage rates have kept people in their homes. They delve into a recent and sizable job number revision from the Bureau of Labor Management. They discuss the overall work-from-home trend and how it looks now in 2024. They talk about the difference between re-election and open-election years and their effects on the stock market. They touch on the importance of core pursuits for happy retirees, and Wes asks Connor what his are. They stress how participation (time in the market) is much more crucial than trying to time the market perfectly. Finally, Wes shares the news about the new Happy Retiree Planner.
    Más Menos
    1 h y 7 m