Manage episode 518216008 series 3553731
“There’s a fine line between Grifter and Genius.”
In this episode of “Market Chatter,” hosts Joey Loss and Adam Van Wie discuss recent market trends and concerns over a potential AI bubble. Adam shares insights from a Financial Planning Association conference in Vegas, emphasizing investment discipline. They analyze market performance, noting increased volatility and a rise in investor fear. Joey provides updates on major indexes’ year-to-date performance, highlighting the contrast between recent gains and short-term losses. The duo debates whether AI is in a bubble, referencing headlines and Sam Altman’s defensive stance on OpenAI’s financials. They explore risk factors, including government involvement in tech markets, and stress the importance of long-term investment strategies over reactive decisions. Concluding, Adam expresses optimism for end-of-year market trends, recalling the historical “Santa Claus rally” and advising investors to maintain a strategic allocation despite short-term fluctuations.
Key Topics:
- Introduction and Adam's Vegas Trip (00:00)
- Market Overview (02:11)
- Market Fear and Volatility (05:04)
- I Bubble Discussion (07:26)
- Comparison to Historical Market Events (21:13)
- Thematic ETFs and Investment Strategy (30:00)
- Job Market and Amazon Layoffs (34:46)
- Closing Remarks (37:40)
This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.
You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.
Follow Joey & Strivus on Social Media:
Read our audio, video, and written content disclaimer here.
24 episodes