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. 45419
Phone: 937-938-9105
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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. 45419
Phone: 937-938-9105
The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl
The Independent Advisors
43 minutes 27 seconds
4 days ago
The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl
Show Notes:Cash is still pouring into money market funds…https://x.com/MikeZaccardi/status/1984585372366750138 (https://x.com/MikeZaccardi/status/1984585372366750138)S&P 500 Index vs. S&P 500 Equal Weight…https://x.com/dailychartbook/status/1985380197089370155 (https://x.com/dailychartbook/status/1985380197089370155)A Fed Cut in December?Source: Briefing.com “The Big Picture”https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm (https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm)Tech Performance YTDSource: X Post from The Trading Initiative on 11/3https://x.com/howtoswingtrade/status/1985521724297761236 (https://x.com/howtoswingtrade/status/1985521724297761236)Don’t Mix Politics And InvestingSource: X Post from Ryan Detrickhttps://x.com/RyanDetrick/status/1985356620168106074 (https://x.com/RyanDetrick/status/1985356620168106074)#325 Topics:* $7.5T in cash sits in money markets — fuel for future gains once rates fall below 3%.* Market concentration peaks — S&P 500 cap-weighted index beats equal-weighted by 13%, signaling opportunity in overlooked large-caps.* Fed uncertainty grows — odds of a December rate cut drop from 90% to 65% after Powell’s comments.* AI drives tech rally — strong earnings and spending power gains, but a 20%+ correction looms when AI growth slows.* Cautious sentiment lingers — investors hesitate despite market highs, risking missed opportunities.
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. 45419
Phone: 937-938-9105
