The Independent Advisors Podcast Episode 312: Gotcha Events

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. 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. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!312 Topics:· July jobs report came in weaker than expected with higher unemployment rate· Historical pattern suggests potential weakness in mid-to-late summer through mid-fall before Q4 rally.· Tariff & Commodity News · Data Center Energy Consumption · Buy Now, Pay Later Trends · Earnings Season Volatility Show Notes:Post on X from Jason Goepfert on 7.31.25 - https://x.com/jasongoepfert/status/1950972585480745304?Post on X from Nautilus Research on 7.7.25 with an update on the 4-year election cycle for the S&P 500 - https://x.com/NautilusCap/status/1942202402414743758 Post on X from Renaissance Macro Research on 7.30.25 - https://x.com/RenMacLLC/status/1950646263969632257 Data Center Energy UsageSource: Zero Hedge X Posthttps://x.com/matthewcjessup/status/1949884142583267793Missed Payments RisingSource: The Kobeissi Letter X Posthttps://x.com/KobeissiLetter/status/1949476483346350323Strong Earnings ReactionsSource: Mike Zaccardi X Post, BOFAhttps://x.com/MikeZaccardi/status/1952349009378431434