Intelligent Investment Show

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

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.  

  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

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?

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

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

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 On Golf(00:03:07) - Talking to the Cast(00:03:29) - Is the Market Too Expensive?(00:22:14) - PEG Ratio vs Revenue Growth: Which Is More Important?(00:32:10) - Predictions: Will Matt Be Right?

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 (00:00:04) - Intelligent Investment: Talking Money, Strategy(00:03:04) - Heat Index(00:06:41) - Personal Income Hits All-Time High, and Matt Says the Fed(00:10:55) - On the Fed's Overreach(00:14:49) - Fed Chair Powell on a July Rate Cut(00:21:38) - Fed Chair Powell on Monetary Policy(00:28:31) - Don't Ask The Fed About Money(00:33:16) - Intelligent Investment Show

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) - No Hair on My Head(00:01:09) - My Hair Never Changes(00:03:50) - Fed meeting, no reaction(00:11:04) - Speech: When Will the Fed Act?(00:16:46) - Real Estate is the most important economic indicator out there(00:20:48) - Fed's Powell and the New York Fed President(00:26:13) - Headline Risk in the Middle East(00:29:10) - Good News Is Bad News For the Market(00:32:52) - Supercuts with Matt(00:34:08) - Intelligent Investment Show

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) - Adam Levine On His Aging Brother(00:01:06) - Tug of War Between the Bond Market and the Equity Market(00:03:01) - Economic data continues to point to a strengthening economy(00:05:25) - Jobs Report: 139,000 Jobs Added in May(00:13:26) - It sounds like the equity market is a little afraid of 2122(00:20:28) - 2018 vs. 2017: What's The Similar?(00:26:00) - Fed Funds: Stable Economic Environment(00:34:07) - The Hot Crazy Matrix

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) - Adam Levine On His Aging Brother(00:01:06) - Tug of War Between the Bond Market and the Equity Market(00:03:01) - Economic data continues to point to a strengthening economy(00:05:25) - Jobs Report: 139,000 Jobs Added in May(00:13:26) - It sounds like the equity market is a little afraid of 2122(00:20:28) - 2018 vs. 2017: What's The Similar?(00:26:00) - Fed Funds: Stable Economic Environment(00:34:07) - The Hot Crazy Matrix

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(00:01:05) - Companies Pull Down Guidance(00:06:17) - PCE vs. CPI: What's The Difference?(00:12:19) - Fed's concern about inflation (June 8)(00:17:13) - Optimism for GDP in Q2(00:18:38) - Bulls vs. Bears: Earnings, Yields(00:25:05) - Paul Krugman: I think inflation will eventually take hold(00:32:01) - Information provided by American Retirement Planning Group (ARPG)

Matt Dahl talks about why the recent rally in the stock market is being met with so much skepticism and what he expects from the markets over the summer. 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.

Matt Dahl discusses how he uses the objective economic data to develop his investment outlook for client portfolios. 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.

Matt Dahl breaks down the wild first quarter and in the stock market and what it means for investors. 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.

Can one man's words really add $5 trillion to the value of the companies in the world in an instant? Matt Dahl breaks down the stock market rally since April 9th and what this means for investors.  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.

Matt Dahl of ARPG explains what is causing the recent decline in the stock market and how investors should be reacting to news of the tariff talks.  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.

Matt Dahl and Garrett Layell break down the data behind the recent decline in the stock market.  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.

Matt Dahl joins Garrett Layell to discuss the recent decline in the stock market and what it means to investors. 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.

Matt Dahl and Garrett Layell discuss the stock market and recent economic data. 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.