The Independent Advisors Podcast Episode 338

Описание: If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
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• Mixed Market Returns & Volatility amid earnings and AI pressures (01:20)
• Jobs Report Surprises & Slower Long-Term Hiring Trends (03:04)
• U.S. Dollar Weakness Driving International Outperformance (07:55)
• Spot Trucking Rates & Capacity Tightening Signal Economic Strength (15:03)
• Multi-Year High Trucking Volumes & Regional Production Shifts (18:04)
• Chicago Rejection Index Shows Severe Capacity Shortage (19:37)
• Transportation Sector Strength & Bullish Market Breadth (23:00)
• Real-Time Inflation Data Suggests Faster Cooling (25:28)
• Potential for More Fed Rate Cuts Than Market Expects (27:30)
• Lower Rates as a Catalyst for Economic Activity (28:50)
• Massive AI CapEx Plans from Mega Tech Firms (30:58)
• Data Center Capacity & Nvidia Earnings Debate (32:21)
• Long-Term Strategic AI Investment Outlook (34:55)
• Sector Rotation Supporting a Healthy Bull Market (36:25)**

Hosts:
Mark McEvily - Chief Investment Officer and Managing Partner
Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner
Address: 35 Park Ave. Dayton, OH 45419
Phone: 937-938-9105
https://www.jessupwealthmanagement.com/

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