299 episodes

Weekly financial and retirement guidance from Northwest Arkansas‘ Mach 1 Financial Group

Market Moment Podcast Mach 1 Financial Group

    • Business
    • 4.9 • 10 Ratings

Weekly financial and retirement guidance from Northwest Arkansas‘ Mach 1 Financial Group

    Are We in a Market Rotation?

    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

    • 30 min
    What is the "Behavior Gap" in Investing?

    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

    • 28 min
    Does Diversification Still Work?

    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

    • 27 min
    Nvidia’s Drop, Economic Risks, and Finance Twitter

    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

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

    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

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

    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/

    • 21 min

Customer Reviews

4.9 out of 5
10 Ratings

10 Ratings

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