Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.
The Market We Want vs. The Market We Have
Matt & Garrett discuss the recent movement in the bond market in response to shifts in the election projections. What is the bond market telling us about what this means for the US economy?
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
https://intelligentinvestment.com
Happy Birthday Bull
Matt Dahl & Garrett Layell discuss data supporting a “normalizing economy” and what this means for the markets, and preview what to look for heading into a big day in early November and upcoming earnings season.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
https://intelligentinvestment.com
Don’t Wait. Anticipate.
Investors don’t have the luxury of waiting for the news to make every decision. Part of the investing process is anticipating and preparing for various outcomes and positioning your portfolio appropriately.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Silly Season
Matt Dahl & Garrett Layell discuss recent stock market news and events and discuss the factors they believe will affect the market in coming weeks heading into the election. For educational and information purposes only and not intended as investment or financial advice!
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Buyable Dips and Sloppy Bottoms
With the market 7% below its recent all-time high, is this a buyable market? Why or why not? Matt Dahl breaks down the economy, a crazy summer, and what it all means for equity and bond markets heading into the election season.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Goldilocks Economy
Are markets too high or is the economy too hot or too cold? Matt updates us on the state of the economy and weighs in on current market valuations.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
The Math Matters
In the cosmic battle between fundamental and technical analysis, which wins out and how do they affect each other? Garrett and Matt discuss the current state of the stock market and the economy heading into 2nd quarter earnings season, from both a fundamental and technical perspective.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
The Economic Impact of Golf Handicaps
Matt & Garrett weigh in on the Presidential debate and discuss what effect it could have on the economy and how the market is responding. How have fixed income markets reacted to recent inflation numbers and continue the conversation about the relationship between the data and market performance.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
The Art of Economics and Teflon Don
Garrett Layell & Matt Dahl discuss the balance of art and science in both economic data and how the stock market reflects it. How is the Federal Reserve managing monetary policy and what implications does the Donald Trump conviction have for the markets?
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Perception vs. Reality
Earnings season recap for Q2 2024, discussing how the election will affect the stock market, and exploring new opportunities Matt is starting to consider for client portfolios. Unrelated sidebars, Garrett shares stats on Flat Earthers and Matt offers his personal opinion.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Yes-ish, No Mostly
Garrett Layell and Matt Dahl discuss the tug of war between interest rates and AI fueled economic growth & dive into how one of the best movies of all time helps to drive his model portfolio construction process.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Deja Vu All Over Again
Garrett Layell & Matthew Dahl a market that continues to be tugged back and forth between the momentum of AI driven growth and recurring fears of higher interest rates to cool off inflation threats, rinse and repeat.
The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300.
Bonds Can Be Red Heads (sometimes)
Garrett Layell & Matthew Dahl discuss the leveling off in the market so far in March, the health in the breadth in the equity market, and how the fixed income market can be harder to predict than the equity market depending on the current point in the cycle.
The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, we highly recommend ARPG which can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Getting It Wrong, Until You Get it Too Right?
Matt introduces Garrett to the Keltner Channel, we talk NVDA and market breadth, and update the market's progress towards year end targets.
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or The Advisor Advocates intend for any information to be investment advice.
The Data Driven Economy
Matt & Garrett discuss the key technical levels in both the bond and equity markets, and the significance of them in the longer-term trend of the economy.
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or The Advisor Advocates intend for any information to be investment advice.
It Makes No Sense…Until it Happens
Matt and Garrett discuss the differences between theory and practice (again), and talk about the strategy of constructing a portfolio against various economic backdrops. Matt also shares some valuable insights about election cycles and market returns.
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or Wealth Partners intend for any information to be investment advice.
Up & To The Right
Matt Dahl and Garrett Layell ring in the new all-time high with reminders that the market can disagree with your opinions for longer than you can stay solvent, so stay humble out there.
The Intelligent Investment Market Update is for informational and educational purposes only and neither Matt or Garrett or ARPG or Wealth Partners intend for any information to be investment advice.
The Fallacy of Composition, Written in Crayon
Matt and Garrett discuss the simple oversights of logical reasoning that the most intelligent professionals often make. We also discuss how easy it can be to spread inaccurate information and take you back to the day to remind you some basic supply and demand principals.
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or The Advisor Advocates intend for any information to be investment advice.
Politics, Blink 182 & Emotional Investment Decisions
After a 2-minute tribute to the reunion of Mark, Tom, & Travis, Matt & Garrett discuss how carefully we should guard against letting our personal or political views drive investment decisions.
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or The Advisor Advocates intend for any information to be investment advice.
The Wizard of Oz Market
Matt explains what he describes as The Wizard of Oz Market, while Garrett fights to steer him into the obscure territories of small cap stocks and portfolio construction theory. Enjoy!
The Intelligent Investment Show is for informational and educational purposes only and neither Matt or Garrett or ARPG or The Advisor Advocates intend for any information to be investment advice.