Market Moment Podcast

Do Elections Impact the Market?

Does it really impact the market who's in the White House? Welcome to the Market Moment, where this week Lee and Matt are discussing the big question on how the market and elections are tried, if at all....

 

DISCLAIMER: This episode was filmed in preparation for vacation days, and was thus filmed prior to the recent political events (Trump's assassination attempt, Biden stepping down, and now Kamala Harris as the new nominee). All the information presented in this episode, however, is still very relevant even if Matt and Lee's references are "dated" at this point. It is still historically true that it doesn't matter if a Republican or a Democrat is in office, you should stay in the market and not time it.

 

💬 You can send your comments and questions to TheMarketMoment@mach1fg.com Do you agree or disagree with Matt and Lee? Remember, the "market" and the "economy" are two different things. Our economy could be struggling, but the market is going up.

 

🍿 Watch Next: Data Brief! "What is Rebalancing?"

   • What is "Rebalancing"? | Data Brief  

🎙The Market Moment Podcast! Check out last week's episode...

   • Are We in a Market Rotation?  

 

😎Join the growing Market Moment community by clicking that subscribe button! Click here to subscribe. 

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

Are We in a Market Rotation?

Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and they debate what The Fed will do next...

 

Don't forget to leave us a question or comment for next week's episode! You can email them to

 TheMarketMoment@mach1fg.com and you can subscribe to our YouTube channel for more videos by clicking this link! 

 

We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL

 

Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmoment/

 

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

What is the "Behavior Gap" in Investing?

Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios.

One of the biggest reasons is emotion, and another one is trying to "time the market" which tends to involve late or old information. You can't really time the market!

The guys also discuss the Fed, and Matt poses the question, "what SHOULD the Fed do?"

Remember you can email your comments and questions to us with this email:

 TheMarketMoment@mach1fg.com

 

And you can join the growing online Market Moment community and never miss a new video by clicking this link! 

 

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

Does Diversification Still Work?

Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well. While people are claiming "the market" is doing well, what they might really mean is the S&P 500, which is being heavily pulled up by the Magnificent 7, the big tech companies.

Some people wonder if this will lead to a bubble or if it's a concentrated market. People say "the market" is doing well, but many feel as if the economy is in terrible shape. Looking at the typical well-balanced portfolio, some may feel they're underperforming, especially if they're comparing their returns to that of the S&P 500..... 

Matt, Lee and Eli ask the question: Does diversification still work? Listen to find out! 

Don't forget to leave us a comment by emailing us:  TheMarketMoment@mach1fg.com

And join the growing online Market Moment community by subscribing to our YouTube channel! 

 

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

Nvidia’s Drop, Economic Risks, and Finance Twitter

Welcome to the Market Moment! This week, Eli and John are diving into Nvidia’s latest stock price movement, economic risks beyond inflation, and some insights from finance Twitter.

 

Topic #1: Nvidia Stock Fell - Is This a Correction? Nvidia (NVDA) stock dropped as much as 5% on Monday, as investors moved away from the year's hottest AI play. The stock has declined more than 11% from its all-time high of $135.58 last Tuesday, when Nvidia temporarily overtook Microsoft (MSFT) as the most valuable company. Any drop beyond 10% from a recent high is considered correction territory. Bank of America analysts, however, believe this volatility is likely short-lived, reiterating a Buy rating and a $150 price target for Nvidia, calling it a "top pick."

 

Topic #2: Inflation is Not the Only Risk San Francisco Fed President Mary Daly highlighted on Monday that rising unemployment is becoming an increasing risk. The Federal Reserve must "exhibit care" in its efforts to control inflation. Reducing inflation further will likely require restraining demand, which could result in higher unemployment rates. Daly emphasized the need for the Fed to remain vigilant and open to adjustments.

 

Topic #3: Insights from Finance Twitter Join us as Eli shares some interesting financial tweets and discussions happening right now.

 

We appreciate you hanging out with us every Tuesday for the latest market headlines. Stay tuned and stay informed! You can send your comments and questions to our email address at  TheMarketMoment@mach1fg.com

Plus you can join the growing online Market Moment community by subscribing to our YouTube channel and be notified with every new video. 

 

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

J.P. Morgan's Hamilton Reiner on Modern Investment Strategies

Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he has been a key figure at J.P. Morgan.

 

In this episode, Hamilton shares:

* An overview of his role and strategies at J.P. Morgan

* The differences and similarities between HELO and Hedged Equity

* A comparison of HELO to other buffered products

* Insights into the JEPI and JEPQ ETFs, including their features and benefits

* How these portfolios can be utilized within traditional investment strategies

 

Click here to subscribe so you can join the growing online community.

 

You can email your questions and comments to us at  TheMarketMoment@mach1fg.com

 

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

Apple's A.I. Leap, Rising Oil Prices, and Recession Fears

In this episode of the Market Moment, Matt, Lee, and John delve into three critical topics impacting the current financial landscape: Apple’s groundbreaking AI announcement, the fluctuating oil prices, and the looming threat of a major recession.

 

They start with Apple's unveiling of its generative AI initiative, Apple Intelligence, at the WWDC conference. This new technology will be deeply integrated across Apple's ecosystem, offering unique capabilities distinct from competitors like Microsoft’s Copilot and Google’s Gemini. This significant move has been highly anticipated by Wall Street, marking Apple's entry into the generative AI space. However, it appears Apple's stock hasn't been very affected by this announcement...

 

Next, the discussion shifts to the recent developments in the oil market. Following an OPEC+ decision to increase production, oil prices have experienced a notable rise. Analysts, including those from Goldman Sachs, predict a significant supply deficit driven by summer fuel demand, which could push Brent crude prices higher. The hosts explore how these dynamics are influencing market sentiment and what investors can expect as the Federal Reserve prepares to release key inflation data and market reports. John notes that high gas and utility prices affect the lower to middle class substantially more and could hit the economy in turn.

 

Finally, the episode addresses the stark economic forecast presented by economist Harry Dent, who predicts an unprecedented market crash. Drawing parallels to historical bubbles, Dent argues that the current market is inflated due to prolonged artificial stimulus, setting the stage for a massive correction. He predicts dramatic declines for major indices and stocks, emphasizing the need for a market reset to pave the way for future growth. This segment provides listeners with a sobering perspective on potential market trajectories and the implications for long-term investments.

 

Don't forget to leave us a comment so we can react to it in the next episode! You can send your comments and questions to: TheMarketMoment@mach1fg.com

And click here to join the growing community! 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Big Tech in the Market, Inflation Concerns, and Gen Z is Working

This week on The Market Moment, Lee, Mee & Eli talked about whether the market is actually broadening or if big tech is still driving all the gains. They also discuss rising concerns of inflation in our country and how the Fed is handling it. Some Americans may feel a recession would be better than inflation. Do you agree or disagree? Lastly, they learned about Gen Z teens entering the labor force.

You can email your questions or comments to  TheMarketMoment@mach1fg.com

 

Eli's references: https://x.com/RyanDetrick/status/1797...

https://x.com/RyanDetrick/status/1797...

https://x.com/RyanDetrick/status/1797...

 

Check out the YouTube channel for more videos about financial literacy! 

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

T-Mobile Merger, GameStop, CosMc, & Nvidia

This week has been an interesting one here at Mach 1 Financial. Our Memorial Day weekend was dominated with the aftermath of tornadoes that swept through Northwest Arkansas. Our thoughts and prayers are with those in our local communities impacted, and many of our staff has been impacted as well.

 

As Matt & Lee say in the opening of this episode, if you are in the area needing support and resources, you can reach out. Here's the podcast email: TheMarketMoment@mach1fg.com

 

On the podcast, Matt, Lee, and new-face Isaac, talk about T-Mobile's new merger, GameStop the meme stock's continued rise, McDonald's new project CosMc, and Nvidia recently announced its stock split and it continues to grow... will it ever stop?

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Inflation, Spaving, Bankruptcy, & the Market's Performance

Welcome to The Market Moment! | Episode 203

Hey there, Market Moment community! Welcome back to another episode. Joining you this week are Matt, Lee, and John. They have some intriguing topics lined up for you: the impact of inflation on America's spending habits, the role of bankruptcy as a shield, and the concept of "spaving". 

Consumer ETFs Showing the Real Inflation Picture

We're kicking things off with a look at how some ETFs are revealing the true impact of inflation on consumer behavior. The Consumer Discretionary Select Sector SPDR ETF, featuring big names like General Motors, Chipotle, and Deckers, has seen a downturn this year. In contrast, the Consumer Staples Select Sector SPDR ETF, with holdings like Procter & Gamble, Costco, and Walmart, is up more than 8%.

Walmart, the nation's largest retailer, reports that it's attracting more upper-income shoppers, those earning above $100,000. CFO John David Rainey noted that these customers are spending more on essential items and less on discretionary products. Meanwhile, luxury brands like Burberry are facing significant losses, with annual profits down 34% and same-store sales dropping by 1%.

Spaving

Have you heard of "spaving"—spending more to save? This old concept, now rebranded, is prevalent in grocery stores, retailers, and even online gambling. Financial expert Bryan Kuderna explains that spaving encourages consumers to buy more than necessary to feel like they're getting a deal. Common tactics include "buy one get one free" offers, in-store cash for future purchases, freebies, and store credit cards. The key takeaway: avoid buying under pressure to steer clear of these marketing traps.

Is Bankruptcy a Shield?

We explore whether corporate defendants can use federal bankruptcy to shield themselves from legal trouble. The Supreme Court is set to consider this issue, particularly in the case involving Purdue Pharma and the Sackler family. The question at hand is whether the Sacklers can use bankruptcy to protect their personal fortunes from opioid-related liabilities. Justices are debating whether bankruptcy laws were intended to prevent personal injury victims from suing third parties not directly involved in bankruptcy proceedings.

Comment Time!

This week's comment comes from our YouTube channel, where Eli discussed whether young people can buy houses. @camleborgne6121 shared his experience, saying, "I welded in New England. Everybody I knew that was my age (23) + maybe 5 years was renting. I don't know a single person from back home that owns a home. Just recently moved to South Carolina, I'm still a welder and every co-worker I've met so far that's my age or a few years older, owns a home. Was a pretty big wake-up call for me."

We'd love to hear your thoughts! Leave us a comment, and if you're an audio-only listener, submit your questions and comments to TheMarketMoment@mach1fg.com

Thanks for joining us this week. And if you want to see our lovely faces or watch our other videos, check out The Market Moment YouTube channel.

See you next Tuesday for the latest market headlines!

Meme Stocks, Comparing Generations' Wealth & Minimum Wage Comments

In this week's episode of The Market Moment, hosts Matt, Lee, and Eli delve into the latest market trends and thought-provoking discussions. Kicking off the episode, they explore the resurgence of meme stocks, with GameStop (GME) soaring by an impressive 110%. The recent online activity of "Roaring Kitty," previously known as Keith Gill, has sparked renewed interest in meme stocks, prompting questions about their sustainability and impact on market volatility.

 

Next, the hosts tackle a viral TedX talk by Scott Galloway titled "How the US is Destroying Young People’s Futures." With nearly 4 million views and over 18,000 comments, Galloway's presentation has ignited a widespread conversation about generational wealth disparities and the challenges faced by today's youth. From income inequalities to housing affordability and the influence of social media on mental health, Galloway paints a stark picture of the realities confronting young Americans.

 

Finally, the hosts engage with insightful comments from their Instagram community regarding last week's discussion on the minimum wage. From questioning the role of minimum wage jobs to debating the implications of wage increases, the comments highlight diverse perspectives on this contentious issue.

 

Listeners are encouraged to join the conversation and share their thoughts on these pressing topics. You can email your thoughts or questions at  TheMarketMoment@mach1fg.com

Don't miss out on this episode's deep dive into market trends and societal issues. Subscribe to Market Moment and join the discussion every Tuesday!

 

Link to the referenced video:    • How the US Is Destroying Young People...  

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Outrageous Fast Food Prices, Stock Trends, & Robinhood

Welcome to our latest podcast episode! In today's discussion, John and Lee delve into the market's trending headlines: stocks, Robinhood and the SEC, and fast food's outrageous price increases.

First, they analyze the recent surge in stocks fueled by hopes of a Federal Reserve rate cut. With the S&P 500 and Nasdaq Composite making notable gains, we explore the market dynamics driving investor sentiment, including projections of multiple rate cuts by year-end.

Additionally, they spotlight corporate updates from Disney and Apple, shedding light on their performance amid market fluctuations. John and Lee examine Robinhood's potential encounter with SEC enforcement actions over its crypto operations. Delving into the regulatory challenges facing the trading firm, we reflect on the implications for both Robinhood and the broader landscape of accessible investment platforms. They also weigh the benefits and risks associated with democratized investing avenues.

Finally, they look at the evolving landscape of fast-food pricing. Exploring the significant price hikes in limited-service meals compared to inflation rates, they dissect the underlying factors driving this trend, from minimum wage increases to shifting consumer behaviors. Fast-food isn't exactly cheap anymore and it may drive people away from the drive-thru.

Thank you for joining us on this exploration of today's financial headlines! Remember you can submit comments and questions via email here TheMarketMoment@mach1fg.com  

Or you can comment on our YouTube videos and you might as well hit the subscribe button while you're there! 

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Tesla's Up Again, Stagflation Concern & Tax Brackets

Welcome to the Market Moment! This week, Matt, Lee, and Eli are looking at Tesla's recent stock rise, the growing stagnation concerns for the economy, and the guys give tax advice as Trump's deductions may go away after 2025.

Tesla's stock experienced a significant boost following CEO Elon Musk's visit to China, surging over 16% as the company achieved a milestone in rolling out its advanced driver-assistance technology in the country. This surge was fueled by the removal of restrictions on Tesla's cars by local Chinese authorities, indicating progress in meeting the country's data security requirements. With expectations rising for the availability of Tesla's Full Self-Driving software in China, the world's largest market for electric vehicles, a reported deal with Baidu further enhances prospects by providing access to mapping and navigation technology.

Wall Street is increasingly apprehensive about a potential return to 1970s-style stagflation in the U.S. economy, fueled by stubbornly high inflation and signs of economic cooling. This sentiment follows a report indicating slower-than-expected growth and accelerating core inflation, reminiscent of the economic challenges faced in past decades. Stagflation fears had previously peaked in 2022, prompting the Federal Reserve to hike interest rates, though these concerns subsided as inflation pressures eased without significantly impacting economic growth. However, rising interest rates are now contributing to increased borrowing costs, impacting various sectors from mortgages to credit cards.

Matt, Lee, and Eli also dive into tax preparation strategies, including considerations such as tax brackets, deductions, and the option to roll over IRAs into Roths. As tax season approaches, understanding these aspects of tax planning becomes crucial for individuals and businesses alike. By providing insights into these topics, the podcast aims to equip listeners with the knowledge needed to navigate the complexities of tax obligations and optimize financial strategies for the future.

You can join the Market Moment community on YouTube by subscribing, click here!

And if you'd like to send us a question or comment (to avoid a dad joke next week) send them here: TheMarketMoment@mach1fg.com 

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Magnificent 7 Down, Cheap Chinese Goods, & Bankruptcy

Welcome to the Market Moment! This week, Matt, John, and Lee discuss that six of the "Magnificent 7" (Alphabet, Meta, Microsoft, Amazon, Nvidia, Tesla) have gone down in the stock market. Jonathan Golub from UBS downgraded six of these, signaling a loss in momentum following their biggest market cap drop. This shift reflects concerns about where earnings are growing most, which could cause short-term disruption. Despite this, Golub remains positive about the broader market's trajectory, foreseeing continued growth supported by strong fundamentals and a robust economy.

Tesla in particular has been struggling, which spawns a conversation about EVs.

Next, the conversation turns to bipartisan worries in Washington about cheap Chinese goods. Both Biden and Trump advocate for tariffs on Chinese imports, though with different approaches. Despite declining steel imports from China, concerns persist about the impact of these goods on the US economy. Trump's proposal for significant tariffs could affect future trade and may have implications for inflation and global economics.

Lastly, they cover recent bankruptcy filings by companies like Express and Red Lobster. These companies seek Chapter 11 protection to address financial pressures. Express hopes to facilitate an acquisition, while Red Lobster aims to renegotiate leases and tackle rising costs. Chapter 11 allows these companies to restructure debts while continuing operations, offering a chance for financial recovery. Lee, Matt, and John predict that due to high interest rates, we'll be seeing more businesses in bankruptcy.

This week we responded to a comment about countries buying gold. Comment below to give us something to talk about at the end of next week's episode and you can send comments or questions to TheMarketMoment@mach1fg.com

And remember to subscribe to The Market Moment to join the community and check out our other videos! 

#finance #technews #markettrends #investing #economy #stockmarket #businessnews #financialanalysis #tradingtips #marketupdates #stocks #economicoutlook #china #bankruptcy #investmentstrategy #marketanalysis #economicpolicy #globaltrade #stockmarketupdate #tesla #electriccar #electricvehicle

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Oil Spikes, Retail Rises, & Gold Rushes

In this episode, Matt, Lee, and Eli delve into three pivotal market topics shaping headlines. First, the episode explores the surge in oil prices following concerns over potential retaliatory actions by Iran against Israel, driving Brent crude to $92.18 a barrel.

 

Secondly, it analyzes the upbeat March retail sales figures, which surpassed Wall Street estimates, highlighting a resilient consumer spending trend despite earlier fluctuations.

 

Lastly, the episode delves into the remarkable rise in gold prices, spurring discussions as some sell the precious metal for immediate financial needs, raising questions about its traditional safe-haven status amidst geopolitical tensions and economic uncertainties. Tune in for expert insights into these dynamic market movements.

 

Email us your comments and questions! We love responding to them on the podcast. TheMarketMoment@mach1fg.com 

 

Check out our YouTube channel to watch Data Brief, the video version of the podcast, and more coming soon! Click here. 

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Jaime Dimon's Letter, Inflation, Small Businesses and College Alternatives

This week, John and Eli delve into crucial topics shaping the economic landscape. First, they dissect Jamie Dimon's recent shareholder letter, where the JPMorgan Chase CEO expresses concerns about potential risks to the US economy, including inflation, government spending, and geopolitical tensions. Dimon's insights not only highlight the challenges ahead but also offer reflections on the transformative potential of artificial intelligence, hinting at a future with shorter workweeks and significant societal shifts.

It does present us with a question though - Should we be worried? Or how worried should we be? And how will that impact our actions now as investors?

This week's headlines were also flooded with information about inflation rising which may be connected to the increase of small businesses in the US. John and Eli explore findings from a Federal Reserve Bank of New York survey indicating Americans' anticipation of prolonged inflation and its impact on job security. The surge in small businesses started as side hustles and the increasing enrollment in vocational community colleges reflect a cultural shift away from traditional academic paths, emphasizing the evolving economic landscape and changing perceptions of career trajectories.

Eli and John also pose this question to YOU! You can either answer in comment section on our YouTube video or you can email us at TheMarketMoment@mach1fg.com 

And you should join the online Market Moment community by subscribing to our channel! Click here! 

Which generation do you think was better off after graduating high school and/or college? Boomers, Gen X, Millenials, Gen Z? Let us know your thoughts and we'll react in the next episode.

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

J.P. Morgan Global Strategist on A.I., a Recession, and the Fed

This week we are honored to have Stephania Aliaga join the Market Moment. Stephanie is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. In her research, Stephanie has homed in on issues related to the US economy and artificial intelligence.  

Stephanie, Matt and Lee delve into the global market outlook for the remainder of 2024, particularly focusing on equity and fixed income markets after record highs in the first quarter. We analyze the shifting role of artificial intelligence (AI), once dominant in 2023, and explore its current status and potential future impact on markets, drawing parallels with the tech bubble of the 90s and assessing its longevity.  

Additionally, they discuss the implications of AI on the average person and whether big names today may fade away within the next decade. Amidst concerns of a looming recession that dominated 2023, they question whether we've truly moved past this economic uncertainty or if it's just the calm before the storm.  

Furthermore, they speculate future rate cuts and examine the insights of its CEO, Jaime Dimon, whose remarks carry significant weight in market analysis, particularly in light of his past predictions about the stock market bottom in 2020 and recent cautionary statements regarding the outlook of the US economy, hinting at potential pitfalls that warrant our attention. 

 

We love your comments and questions! Feel free to send them to TheMarketMoment@mach1fg.com or by commenting on our YouTube version of the podcast. Thanks for listening! 

Boeing CEO Stands Down, Japan's Economy and the House Supply

Welcome to this week's episode of Market Moment! Here are this week's top headlines:

Historic Shift in Japan: Explore Japan's economic journey from its 1980s boom to its recent monetary decision, including the long-awaited interest rate hike by the Bank of Japan. We analyze its impact on global investing and ponder Japan's potential for a comeback.

Boeing's Leadership Transition: Witness Boeing's response to the 737 Max crisis as CEO Dave Calhoun steps down amidst a major management overhaul. We discuss the implications for the company's brand trust and its future trajectory.

Eli references the price of airline stocks over the past five years. Here's a supplemental resource if interested: https://finance.yahoo.com/sectors/industrials/airlines/?.tsrc=fin-srch 

Housing Hope: Amid concerns in the housing market, we uncover a glimmer of hope as developers pivot towards affordability. Discover the latest trends in new home sales, interest rates, and housing supply, and ponder what this means for prospective homebuyers.

Join us as we navigate through these critical market headlines and engage with insightful viewer comments on inflation's impact on consumer behavior.

You can email your questions and comments to TheMarketMoment@mach1fg.com 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Investing in the Next Generation with David Lee

Founder of Mach 1 Financial, David Lee, joins Matt and Lee for this week's episode! David discusses the correlation between demographics and market performance, highlighting how consumer behavior is influenced by age and economic factors such as birth rates. He notes the significance of the baby boomer generation's impact on economic activity in the 90s. This is a big part of why Mach 1 Financial supports five local NWA charities to shape the next generation because we know how much it impacts our economy; and, it's also the right thing to do!

Additionally, Matt, David, and Lee explore the disparity between investment expectations and reality, emphasizing the importance of maintaining a healthy investing mindset.

You can buy David's book "Mission Focused, Purpose Driven" on Amazon! https://www.amazon.com/Mission-Focused-Purpose-Driven-Fulfillment/dp/B0CFD69288

Referenced: "The Psychology of Money" by Morgan Housel.

The Five Charities Mach 1 Supports:

Loving Choices https://lovingchoices.org/

The C.A.L.L. https://thecallinarkansas.org/nwa

Northwest Arkansas Children's Shelter https://nwacs.org/

Children & Family Advocacy Center (CFAC) https://cfacbentonco.com/

Fellowship of Christian Athletes https://www.fca.org/

Sources:

https://www.businessinsider.com/economy-us-birth-rate-declining-population-immigration-china-elon-musk-2024-2

https://www.businessinsider.com/elon-musk-pandemic-baby-bust-birth-rate-harmful-civilization-demographics-2021-12

https://www.cnn.com/2021/05/05/health/pandemic-births/index.html

https://www.imf.org/en/Publications/fandd/issues/Series/Analytical-Series/new-economics-of-fertility-doepke-hannusch-kindermann-tertilt#:~:text=It%20suggests%20that%20as%20parents,across%20countries%20and%20over%20time

 

You can send us a comment or question at TheMarketMoment@mach1fg.com 

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Bitcoin, Reddit Goes Public, and Wendy's Sparks Outrage

This week on the Market Moment podcast, John, Eli and Matt cover the latest stock market headlines which include bitcoin making record highs thanks to the availability of new ETFs. They also discuss whether or not bitcoin is a legitimate asset to invest in, like in a Roth. Will the advisors embrace bitcoin?

Reddit is going public which causes John and the others to ask hard questions: What is their business model? Is this business profitable? Is this a business I want to invest in when I don't understand it? Not too dissimilar from the questions surrounding bitcoin.

Lastly, the fast food franchise Wendy's is trending in the news after an announcement in mid-February about a new dynamic pricing model. While the CEO of Wendy's has clarified that Wendy's does not intend to use "surge pricing" which is increasing the price of food during peak eating times, many believe this is exactly what is going to happen. They explain that their model will lower prices during less optimal times (like Sonic's "Happy Hour") but the internet is outraged and demands a boycott on the red-headed girl. Eli, however, thinks this is a genius business strategy. What do you think? The advisors also dive into a comment from the previous episode, which was all about first-time home buyers.

You can send us your comments or questions at this email: TheMarketMoment@mach1fg.com 

Here's this week's prompt: How do you feel about inflation right now? Do you feel more or less optimistic things will get better?

 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/