Market Update with Keith Gangl | Retirement Talk Ep 15 – LaTour Asset Management

Описание: In this special market update episode of Retirement Talk, Jim Margraf and Josh LaTour welcome senior portfolio manager Keith Gangl from Gradient Investments. Together, they explore key market movements, including the impact of tariffs, AI-driven growth, labor market shifts, interest rate changes, and what investors can expect as we head into the final quarter of the year. Keith shares invaluable insights into the current state of the S&P 500, mega-cap tech earnings, and how global events are influencing portfolio strategies.

Whether you're concerned about market volatility or curious about long-term investment planning, this episode delivers clarity and practical guidance.

Timestamps:
00:03 - Introduction with Tony Shore, Jim Margraf, and Josh LaTour
01:40 - Introducing guest Keith Gangl from Gradient Investments
03:23 - Market conditions: government shutdown, interest rates, and tariffs
04:10 - S&P 500 performance and earnings strength
05:40 - Mega-cap tech earnings and market concentration
07:08 - Risks of market over-concentration in top 10 companies
08:00 - Earnings projections
09:03 - Tariff dynamics and impact on consumers
09:44 - Labor market softening and AI displacement
11:19 - AI’s effect on jobs and content creation
13:17 - Additional market risks and shutdown implications
14:29 - Market valuation concerns and historical context
15:24 - Long-term impact of AI and tariffs
16:34 - AI spending vs. revenue and potential investor caution
16:55 - Comparing AI boom to the dot-com bubble
19:10 - Nvidia's valuation and market reality
21:07 - FOMO and IPO frenzy during the dot-com era
22:15 - AI’s energy usage and potential market disruption
23:29 - Q4 outlook and tariff effects
25:30 - Tariffs as a long-term government revenue source
26:32 - Interest rate outlook and potential Fed cuts
27:38 - Interest rates and their impact on retirees
28:06 - How to contact Jim and Josh for financial advice

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Investment Advisory Services offered through LaTour Asset Management, LLC, an investment advisor in the states of Missouri, Arkansas, Texas, and Alaska, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance products and services offered through LaTour Advisory Group Inc. LaTour Asset Management, LLC and LaTour Advisory Group Inc. are affiliated companies. LaTour Asset Management, Joe LaTour, Jim Margraf, and Josh LaTour are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be considered legal, tax, or investment advice. Investing involves risk, including possible loss of principal. Always consult a qualified advisor before making financial decisions.