Conversations with LVM Capital

LVM Capital Management
  • 5.0 (5)
  • Investing
  • Updated Biweekly

After years of Five-Minute Finance with LVM Capital as an audio-only podcast, we’re bringing our conversations to video. Our discussions often lean on charts and data, and now you can see them on screen as we talk through them. Our new show: Conversations with LVM Capital. Join us as we discuss what is moving the economy, markets, stocks, and personal finance. Subscribe on YouTube to watch new episodes and follow along with the charts.  How to reach us: Email: Podcast@lvmcapital.com Website: https://www.lvmcapital.com/blog/categories/podcast

  1. Oct 19

    Earnings Preview (3Q 2026)

    Tyler and Nick break down what’s driving S&P 500 earnings growth, why a small group of tech and energy companies is doing much of the heavy lifting, and what bank results, valuations, and AI investment could signal about the months ahead. They also explore whether strong earnings can keep the market climbing without further valuation expansion.

  2. Oct 15

    Inside Market Breadth

    Five-Minute Finance is becoming Conversations with LVM Capital, now on video. Watch on YouTube, Apple Podcasts, or Spotify to follow along with the charts we discuss in each episode. Tyler and Drew discuss the current breakdown of market breadth which is gaining a lot of attention from investors and media outlets. Tune in to see what's worth knowing.

  3. 03/18/2025

    Breaking Down the Data: Economic Reports & Stock Market Volatility

    Tyler and Jordan analyze the latest economic data, including rising personal income, job growth, and strong corporate earnings projections. They discuss the significance of manufacturing expansion after 26 months of contraction and put recent stock market volatility into historical context. With markets historically rebounding after corrections, they outline why long-term discipline, proper asset allocation, and emergency cash reserves remain critical for investors. Tune in for a data-driven perspective on navigating market uncertainty.

  4. 09/30/2024

    Market Update and Historical Drawdowns

    Join Tyler and Drew as they discuss the S&P 500’s impressive year-to-date returns, driven by strong earnings growth and rising valuations. We’ll also take a look at historical drawdowns, noting that the average peak-to-trough decline is about 14% in any given year, with 25% declines occurring in 21% of years since 1928—roughly every five years. To wrap up, we offer insights on how to navigate these inevitable market fluctuations, emphasizing the importance of having a tailored stock allocation and extending your investment time horizon.

  5. 02/28/2024

    College Planning Basics

    Tyler and Chuck sit down to discuss College Education planning. The discussion begins with having the end in mind by knowing the current costs of college and the expected future costs of college. We review average merit and grant based awards and the current cost for education in Michigan. Next, we review the benefits of college education and highlight the higher pay and lower unemployment rates for college graduates. Later, we review 529 plans as the best place to save for college education and the benefits of starting early. We wrap up the conversation with college prep tips on when to start taking entrance exams, AP courses, applying for scholarships, and filling out FASFA forms. Find the charts discussed on the podcast at Podcast (lvmcapital.com).

  6. 02/14/2024

    Recent Developments in the Fixed Income and Equity Markets

    Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Find the charts discussed on the podcast at Podcast (lvmcapital.com).

  7. 09/29/2023

    Market Update - September

    Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for future fixed income returns and more.

  8. 06/15/2023

    Market Chart Review

    Tyler and Jordan sit down and review several market related charts. We discuss market breadth, market concentration, the cautious investor, market fundamentals, and market valuations. Follow along with the charts in the show notes at the link below.  https://www.lvmcapital.com/post/market-chart-review

See All (37)

Ratings & Reviews

5
out of 5
5 Ratings

About

After years of Five-Minute Finance with LVM Capital as an audio-only podcast, we’re bringing our conversations to video. Our discussions often lean on charts and data, and now you can see them on screen as we talk through them. Our new show: Conversations with LVM Capital. Join us as we discuss what is moving the economy, markets, stocks, and personal finance. Subscribe on YouTube to watch new episodes and follow along with the charts.  How to reach us: Email: Podcast@lvmcapital.com Website: https://www.lvmcapital.com/blog/categories/podcast

Information

  • Creator
    LVM Capital Management
  • Years Active
    2021 - 2026
  • Episodes
    37
  • Rating
    Clean
  • Copyright
    © 2026 Conversations with LVM Capital
  • Show Website
    Conversations with LVM Capital

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