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