Intelligent Investment Show

Wealth Partners
  • 5.0 (2)
  • Investing
  • Updated Semiweekly

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

  1. 09/05/2025

    The People Factor

    How will AI impact the workforce and the economy?  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Matt Dahl Has A Rough Week(00:01:12) - Stocks close at all-time highs(00:01:46) - Intelligent Investment: Three Rate Cuts This Year(00:04:35) - Report: 27,000 New Jobs Created in August(00:08:06) - Fed Chair Powell on a Double Rate Cut(00:13:00) - Can AI Take Over So Many Jobs?(00:18:02) - "You Won't Lose Your Job to AI"(00:22:59) - Do We Need Human Skills in the Future?(00:28:25) - Broadcom vs. Nvidia in the AI Chip Race(00:29:44) - In the Elevator With Fed's Powell(00:31:16) - ISM Services: Growth in Services, Not Manufacturing(00:32:49) - Matt Levine on His Love for Money(00:35:38) - The Bridal Party's Brew Party(00:36:41) - Intelligent Investment Show

  2. 08/29/2025

    Perfectly Perfect

    How does the stock market compare to riding a skateboard down a really fast hill?  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Intelligent Investment Live: August 3rd(00:02:03) - It's Quiet in the Markets(00:02:49) - FINRA Margin Balance vs. Currency in 2018(00:08:06) - Fed Rate Cut: Sweet Spot(00:12:35) - S&P 500: Valuation of Nvidia, Meta(00:17:48) - What Happens to Stock Pickers?(00:24:35) - Do Defensive Stocks Need More Money?

  3. 08/22/2025

    Matt Blames Powell for His Gray Hair

    How has the Fed's interest rate policy impacted Matt's hair over the past several years?  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:03) - Garrett Lille: Trying To Grow Into The Old Man Look(00:03:15) - Clemson Alum(00:04:13) - Powell: We're Too Dovish for Inflation(00:05:53) - Trade Tariffs and Inflation(00:08:35) - Fed's September rate cut talk(00:09:54) - Bond Market Reaction to Trump's Earnings Speech(00:15:33) - Michael Wilson: We're in a New Bull Market(00:17:40) - Fed Rate Cut Odds(00:21:29) - S&P 500: Could Anything Pull the Index Back to 6(00:24:40) - Jersey Mike's Hot Honey Chicken Philly(00:27:36) - Golden Road Brewery Red(00:31:15) - Intelligent Investment: Dovish Fed Celebration(00:32:16) - Intelligent Investment: Matt Blames Jay Powell For His Gray Hair

  4. 08/15/2025

    Hot Honey Hot PPI

    How does the PPI data compare to a Jersey Mike's Hot Honey Chicken Philly? Matt & Garrett discuss.... To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  5. 08/08/2025

    The Calm Before the Drizzle

    Matt discusses the prospects of a dip or pullback in the stock market in August and September, what could cause it, and where he thinks we are heading into the end of the year.  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:00) - Intelligent Investment Live: Grieving Your Partner(00:03:51) - VIX: How high is the market?(00:04:43) - Markets: This is the Calm Before the Storm(00:11:06) - Bulls: A 3% Pullback(00:15:16) - Analysts: Earnings surprise, but not(00:16:51) - Earnings revisions tick up in June(00:20:22) - Trump on a 10% Pullback(00:26:26) - Buy the S&P 500 at 5,000(00:28:44) - Neutral vs Bullish: Why Bulls Buy, Bears Sell

  6. 08/01/2025

    Invest Humbly

    Matt Dahl of ARPG discusses how important it is for investors to use the data they have to guide their investment decisions, rather than looking for the data they want.  Has the Fed waited too long to address interest rate policy? What is Matt's outlook on interest rates for the rest of the year?  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:00) - Intelligent Investment Live: Matt Dahl on His Shirt(00:01:44) - Are We Lacking in Knowledge?(00:07:27) - Trump and the Fed: July Jobs Report(00:15:33) - Fed's HONEST commentary on the economy(00:18:42) - Bond Market Screams at the Fed(00:23:46) - Stock Market's In Charge, Not Financial Conditions(00:28:55) - Intelligent Investment: How Long Can the Fed Hold Rates?

  7. 07/25/2025

    A Cruising Economy

    As the Federal Reserve weighs the upcoming interest rate decision, Matt Dahl suggests that they find a comfortable cruising pace for a smoother economic ride.  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - In the Elevator With Jim Carrot(00:01:25) - Fed Chair: Stock Market Is Going Higher(00:05:17) - Mixed signals on the 10 year Treasury note(00:07:32) - Trump on Powell's Plans to Cut Rates(00:10:57) - President Trump on the Fed's Rate Cuts(00:13:24) - VIX(00:18:39) - John Hussman:(00:24:45) - Distribution Cycle

  8. 07/18/2025

    Who is Wronger?

    Matt & Garrett make up words and assess what could go right, or cause things to go terribly wrong in the markets, and who to blame if they do.  To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:02) - Ah, July 18, 2025(00:01:24) - Fed Chair Powell vs. President Trump(00:03:25) - Powell on Trump: Our Opinion Is the Right One(00:04:12) - Trump vs Powell: Who's Right and Who's Wrong?(00:09:07) - Fed's unwillingness to cut rates(00:09:41) - Trump: Rates should be lowered(00:12:10) - Fed Meeting: When Should They Cut?(00:16:21) - Trump is putting pressure on the Fed(00:21:29) - Matthew Dahl: Tariff Hypothesis(00:24:40) - Bank Earnings: Good, but Reserve Rate Holddown(00:27:45) - Trump-China Trade Deal + Dovish Fed(00:32:25) - Intelligent Investment: Last Week's Perspective

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

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