Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.
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.