Earnings season recap for Q2 2024, discussing how the election will affect the stock market, and exploring new opportunities Matt is starting to consider for client portfolios. Unrelated sidebars, Garrett shares stats on Flat Earthers and Matt offers his personal opinion. Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at 702-655-8300 or at intelligentinvestment.com
Garrett Layell and Matt Dahl discuss the tug of war between interest rates and AI fueled economic growth & dive into how one of the best movies of all time helps to drive his model portfolio construction process.The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Garrett Layell & Matthew Dahl a market that continues to be tugged back and forth between the momentum of AI driven growth and recurring fears of higher interest rates to cool off inflation threats, rinse and repeat. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Garrett Layell & Matthew Dahl discuss the leveling off in the market so far in March, the health in the breadth in the equity market, and how the fixed income market can be harder to predict than the equity market depending on the current point in the cycle. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt introduces Garrett to the Keltner Channel, we talk NVDA and market breadth, and update the market's progress towards year end targets. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt & Garrett discuss the key technical levels in both the bond and equity markets, and the significance of them in the longer-term trend of the economy. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt and Garrett discuss the differences between theory and practice (again), and talk about the strategy of constructing a portfolio against various economic backdrops. Matt also shares some valuable insights about election cycles and market returns.The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt Dahl and Garrett Layell ring in the new all-time high with reminders that the market can disagree with your opinions for longer than you can stay solvent, so stay humble out there. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt and Garrett discuss the simple oversights of logical reasoning that the most intelligent professionals often make. We also discuss how easy it can be to spread inaccurate information and take you back to the day to remind you some basic supply and demand principals. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
After a 2-minute tribute to the reunion of Mark, Tom, & Travis, Matt & Garrett discuss how carefully we should guard against letting our personal or political views drive investment decisions. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Matt explains what he describes as The Wizard of Oz Market, while Garrett fights to steer him into the obscure territories of small cap stocks and portfolio construction theory. Enjoy!The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.
Garrett Layell and Matthew Dahl discuss the past couple of years in the financial markets, outlooks for 2023 and 2024, in a 30-minute market check-in every couple of weeks. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300 or mdahl@intelligentinvestment.com.