Money Wise Podcast By Davidson Capital Management Inc. cover art

Money Wise

Money Wise

By: Davidson Capital Management Inc.
Listen for free

About this listen

Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.Davidson Capital Management, Inc. Economics Personal Finance
Episodes
  • Markets Surge into Q3, Supreme Court Shake-Ups & The Best Investment Advice Ever
    Jul 5 2025

    It was a blockbuster week, and quarter, for Wall Street. The Dow jumped 1,009 points (2.3%), the S&P 500 gained 1.7%, and the NASDAQ rose 1.6%. Year-to-date, all three indexes are firmly in positive territory, with the S&P 500 up 6.8% and the NASDAQ up 6.7%. June closed strong too, with the Dow up 4%, the S&P 500 up nearly 5%, and the NASDAQ surging 6.5%. Even more remarkable: the second quarter saw the S&P soar 10.5% and the NASDAQ skyrocket 17.75% despite April’s sharp correction.

    The Money Wise guys break down how this market resilience reflects optimism around trade progress, cooling inflation, and regulatory rollbacks following a key Supreme Court ruling. They also highlight that, since November 2024, the S&P 500 is up just 4.1% (excluding dividends), leaving plenty of room for further growth. The second half of the show wrapped up their “10 Questions to Ask a Financial Advisor” series, empowering investors to make smarter decisions when choosing a financial partner.

    Supreme Court Shake Ups

    The Supreme Court’s recent decision limiting nationwide injunctions from federal district courts could have far-reaching implications for the economy, and the markets are just beginning to notice. This ruling clears the path for more of President Trump’s deregulation agenda, which was often stalled in his first term by lower-court injunctions. With fewer legal roadblocks, businesses could see a reduction in regulatory red tape, potentially boosting economic growth and corporate earnings. While this development hasn’t grabbed major headlines in the financial press, it could be an underappreciated driver of optimism in the current market rally.

    In the second hour, the Money Wise guys share The Best Investment Advice Ever . You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

    Show more Show less
    1 hr and 21 mins
  • Sideways Markets, Product Pitches, & What Wall Street Won’t Tell You
    Jun 21 2025

    This week on Money Wise, the guys recap a flat week on Wall Street, with the Dow and NASDAQ barely budging and the S&P 500 hovering exactly where it was a month ago. Amid geopolitical tension in the Middle East and the looming July 9 tariff deadline, markets appear to be in a holding pattern. The Money Wise guys also preview a deeper discussion in the second half of the hour on how Wall Street continues to churn out new investment products, often more beneficial to sellers than buyers. They urge investors to tread carefully and stay focused on fundamentals while waiting for clarity in the second half of the year.

    Sideways Markets

    Markets don’t always move dramatically up or down—sometimes they just drift sideways. That’s been the case lately, with the S&P 500 virtually unchanged for over a month. This kind of flat performance, known as a “sideways market,” often reflects a mix of uncertainty and anticipation. Investors may be waiting for clarity on key issues, like tariff policy or legislative outcomes, before making big moves. While sideways markets can feel uneventful, they can also offer opportunities for strategic rebalancing and positioning for the next potential breakout.

    In the second hour, the Money Wise guys divulge what Wall Street Won’t Tell You. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

    Show more Show less
    1 hr and 21 mins
No reviews yet