The Independent Advisors Podcast Episode 338 скачать в хорошем качестве

The Independent Advisors Podcast Episode 338

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?ex... JSPW24&VENDORID= JESSUPWM&om_ext_cid=ext_partner JSPW24_Productpage $) • Mixed Market Returns & Volatility amid earnings and AI pressures (01:20) • Jobs Report Surprises & Slower Long-Term Hiring Trends (03:04) • U.S. Dollar Weakness Driving International Outperformance (07:55) • Spot Trucking Rates & Capacity Tightening Signal Economic Strength (15:03) • Multi-Year High Trucking Volumes & Regional Production Shifts (18:04) • Chicago Rejection Index Shows Severe Capacity Shortage (19:37) • Transportation Sector Strength & Bullish Market Breadth (23:00) • Real-Time Inflation Data Suggests Faster Cooling (25:28) • Potential for More Fed Rate Cuts Than Market Expects (27:30) • Lower Rates as a Catalyst for Economic Activity (28:50) • Massive AI CapEx Plans from Mega Tech Firms (30:58) • Data Center Capacity & Nvidia Earnings Debate (32:21) • Long-Term Strategic AI Investment Outlook (34:55) • Sector Rotation Supporting a Healthy Bull Market (36:25)** Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.co...