The Wise Investor Show®

The Wise Investor Group®
  • 4.6 (27)
  • Investing
  • Updated Weekly

The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smrja.htm 1950 Opportunity Way, Suite 950, Reston, VA 20190 571-430-7200

  1. 5h ago

    Thunder Only Happens When It's Raining

    Simon notes the strength of the recent rally but also how concentrated it has become in Technology. While a pause could be in store, the case is still favorable for continued gains given solid economic underpinnings, low levels of systemic financial stress and better than expected corporate earnings growth. He also considers whether higher interest rates should be considered a negative signal. He highlights VLTO and MKL as two out of favor names to consider in an AI-driven market.  WIG Names: VLTO, MKL The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    40 min

  2. May 30

    After Midnight

    We're still having a great time at the party but it's after midnight. You gotta think about how you'll feel tomorrow and on this week's show, Chase looks at various published assumptions on forward returns, what the underlying economy is telling us, and considers if we need to avoid the risk of a hangover. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    22 min

  3. May 23

    The Only Games in Town

    Simon focuses on the two major drivers of current market direction: AI spending and interest rates. He notes the historically narrow leadership of the rally since the late-March lows and how it has been concentrated in a small pool of AI-sensitive names. He compares to other investment bubble periods and times of narrow investor interest. He also reviews the spike in rates and correlation to stock market performance in an environment where corporate earnings growth is strong. Simon offers some thoughts on the latest news from NVDA, VST, COST and COF.   WIG Names: NVDA, VST, COST and COF   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    44 min

  4. May 16

    Base Jumping

    Numerous market baseline estimates are still optimistic, while earnings forecasts are trying to catch up with results that have exceeded expectations. On this week's show, Chase looks through some of these estimates and contradictions within them that make a case for a more conservative stance than the pack.    The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    20 min

  5. May 9

    It's Earnings, Stupid!

    Simon cautions against trying to draw a direct, cause and effect line between geopolitics, the economy and financial markets. He discusses how this market has turned up on better than expected first quarter corporate earnings, still record high profit margins and resilient AI-related spending. He notes that Technology is back in the drivers seat, but investors may want to consider out of favor sectors like Healthcare and Financials for opportunities. He highlights the latest earnings reports from AAPL, AMZN, UBER, GEV, ETN and V.   WIG stocks mentioned: AAPL, AMZN, UBER, GEV, ETN and V   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    41 min

  6. May 2

    Proof is in the AI Pudding

    Last week's headlines rolled into this week, with oil making new highs, no improvement in the Persian Gulf, the Fed staying in neutral, but a bounty of earnings reports from some of the most influential companies in our economy. On this week's show, Chase reviews those results but also puts into perspective the impact of their spending and looks at evidence of where that spending may be paying off.   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    22 min

  7. Apr 25

    I've Got Questions

    In this episode of The Wise Investor Show, Matt Anderson, walks through some of the most common questions investors ask when navigating uncertainty. From concerns about Social Security, trusts, Roth conversions, and long term care insurance, to the timeless question of whether now is still a good time to invest, this episode focuses on how thoughtful planning and behavioral awareness can help investors make better decisions.   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    37 min

  8. Apr 18

    The War Is Over (Says the Market)

    Simon places the March stock sell off, spike in oil, and rise in volatility in historical context. He reminds investors that geopolitical events tend to have limited shelf lives with respect to market impacts. He considers the recent rotation back into the Mag 7 and Technology and how many names were left historically cheap relative to their growth rates after recent weakness. Simon believes some previously expensive growth stocks could warrant more consideration going forward. He highlights recent news flow from ETN, WFC and JPM.   WIG Names: ETN, WFC, JPM   The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

    40 min
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Ratings & Reviews

4.6
out of 5
27 Ratings

About

The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smrja.htm 1950 Opportunity Way, Suite 950, Reston, VA 20190 571-430-7200

Information

  • Creator
    The Wise Investor Group®
  • Years Active
    2022 - 2026
  • Episodes
    192
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    The Wise Investor Show®

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