Episodes

  • Good Data Hysteria
    Sep 6 2024

    n this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.

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    39 mins
  • Super Blue Moon Special
    Aug 23 2024

    In this episode: With no Fed Meeting this month investors are eagerly awaiting Fed Chairman Powell’s press statements slated for tomorrow (Friday, August 23, 2024)! Most folks are expecting the Fed to lower rates in September, and the market appears to already be pricing in the first rate cut. Joshua reviews data that he thinks explains the recent volatility we’ve seen in the market. And, delivers additional data that appears to confirm we are not headed for a recession any time soon. Also, more small caps and Presidential Election 2024 data investors should be paying attention to.

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    46 mins
  • Last Friday's Freak Out
    Aug 12 2024

    In this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.

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    34 mins
  • Small Cap Summer
    Jul 27 2024

    In this episode: Core CPI, along with the rest of this July’s data, clearly shows inflation taking a nose dive. Finally! With the Fed set to meet next Wednesday, is a rate cut imminent or will the Fed continue to punt cutting rates to this fall citing the need for “more data”? Joshua goes into a deep dive of why small caps are set to see a huge rally. Joshua also details how weighting the market can set investors up for a big last half of the year. And, it’s finally here - the beginning of our election 2024 coverage. Yay.

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    39 mins
  • Signs of Heatstroke
    Jul 12 2024

    In this episode: CPI data comes in better than anticipated, adding another month of data that clearly states inflation is falling like a rock, and illustrates lag effects, that have been disproportionally propping up inflationary numbers, beginning to fall over. And, Joshua lets it all out as the day-of trading on what should've been a positive market day goes in the wrong direction.

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    42 mins
  • And Now There's One
    Jun 14 2024

    In this episode: We’re down to one? Plus, things are fine.

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    49 mins
  • The 800lbs Harris in The Room
    May 30 2024

    In this episode: Joshua answers viewer questions regarding why stocks split, and explains how that’s relevant to upcoming NVIDIA happenings; reviews a Barron’s article discussing Roth IRAs and 401ks; goes over the most recent earnings, CPI, PPI, and inflation data; gives an in-depth look at the perplexing new Harris poll; and more.

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    41 mins
  • Merry Month of May
    May 21 2024

    In this episode: Joshua gives a just-about-midway through the year update on SWM's overall customer performance (spoiler: it's really good); details the difference between stocks and ETFs, and how ETFs relate to some of the comments Buffett has made regarding diversification; Joshua also discusses the most recent inflation data and goes over why auto insurance and housing have seemed to drop at an extremely slow pace; and more.

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    47 mins