PODCAST · business
Intelligent Investment Show
by Wealth Partners
Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.
Episodes
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The People Factor
How will AI impact the workforce and the economy? To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific...
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Perfectly Perfect
How does the stock market compare to riding a skateboard down a really fast hill? To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should...
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Matt Blames Powell for His Gray Hair
How has the Fed's interest rate policy impacted Matt's hair over the past several years? To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented...
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Hot Honey Hot PPI
How does the PPI data compare to a Jersey Mike's Hot Honey Chicken Philly? Matt & Garrett discuss.... To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The...
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The Calm Before the Drizzle
Matt discusses the prospects of a dip or pullback in the stock market in August and September, what could cause it, and where he thinks we are heading into the end of the year. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at…
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Invest Humbly
Matt Dahl of ARPG discusses how important it is for investors to use the data they have to guide their investment decisions, rather than looking for the data they want. Has the Fed waited too long to address interest rate policy? What is Matt's outlook on interest rates for the rest of the year?…
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A Cruising Economy
As the Federal Reserve weighs the upcoming interest rate decision, Matt Dahl suggests that they find a comfortable cruising pace for a smoother economic ride. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in...
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Who is Wronger?
Matt & Garrett make up words and assess what could go right, or cause things to go terribly wrong in the markets, and who to blame if they do. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are…
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Intelligent Investment LIVE July 11th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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Intelligent Investment LIVE June 27th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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Intelligent Investment LIVE June 20th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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Intelligent Investment LIVE June 13th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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Intelligent Investment LIVE June 6th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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Intelligent Investment LIVE May 30th, 2025
To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any...
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The Hated Rally
Matt Dahl talks about why the recent rally in the stock market is being met with so much skepticism and what he expects from the markets over the summer. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this...
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Cautious Optimism
Matt Dahl discusses how he uses the objective economic data to develop his investment outlook for client portfolios. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes…
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2nd Quarter Newsletter - LIVE
Matt Dahl breaks down the wild first quarter and in the stock market and what it means for investors. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The...
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How Powerful is Trump?
Can one man's words really add $5 trillion to the value of the companies in the world in an instant? Matt Dahl breaks down the stock market rally since April 9th and what this means for investors. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them…
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Keeping Your Head
Matt Dahl of ARPG explains what is causing the recent decline in the stock market and how investors should be reacting to news of the tariff talks. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show…
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Growth Scare
Matt Dahl and Garrett Layell break down the data behind the recent decline in the stock market. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational purposes only. The information...
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The Storm Before the Calm
Matt Dahl joins Garrett Layell to discuss the recent decline in the stock market and what it means to investors. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300. Discussions in this show are for educational purposes only....
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Too Close to the Sun
Matt Dahl and Garrett Layell discuss the stock market and recent economic data. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300. Discussions in this show are for educational purposes only. The information presented should...
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Intelligent Investment LIVE: February 7, 2025
Garrett Layell and Matt Dahl embark on their first ever LIVE recording to breakdown Matt's First Quarter Client Newsletter. To reach Matt and his team at ARPG, please visit https://www.intelligentinvestment.com or give them a call at 702-655-8300 Discussions in this show are for educational...
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The Land of Confusion
Matt Dahl of ARPG talks about earnings season and the ongoing tug of war between labor market data and inflation expectations. How will the inauguration impact the markets in the first weeks of the new Presidential administration? The Intelligent Investment show is for entertainment and…
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Emotionally Driven Market
How much is the stock market driven by math, versus human emotions? Matt Dahl gives examples of both and how he plans to navigate the markets with logic and strategy in 2025. The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to...
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The Year of Humility
Matt breaks down his 2025 outlook for equities and bond markets, and explains the critical role humility plays in an investors thought process if they hope to enjoy sustained success. The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way...
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The Non-Vacuum State of Global Economics
How would tariffs on imported goods from China, Japan, Canada & Mexico effect the cost of those goods to US consumers, and inflation in our economy? Matt Dahl of ARPG explains what he thinks it means for the markets in 2025, and it may not be what you expect. The Intelligent Investment show is…
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Cerebral Credibility
Garrett Layell & Matt Dahl talk about the election results, take their best shot at guessing what role Elon Musk will play as the Director of Government Efficiency (DOGE), and what it all means for the US economy. The Intelligent Investment show is for entertainment and educational purposes ONLY...
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The Market We Want vs. The Market We Have
Matt & Garrett discuss the recent movement in the bond market in response to shifts in the election projections. What is the bond market telling us about what this means for the US economy? The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no...
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Happy Birthday Bull
Matt Dahl & Garrett Layell discuss data supporting a “normalizing economy” and what this means for the markets, and preview what to look for heading into a big day in early November and upcoming earnings season. The Intelligent Investment show is for entertainment and educational purposes ONLY…
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Don’t Wait. Anticipate.
Investors don’t have the luxury of waiting for the news to make every decision. Part of the investing process is anticipating and preparing for various outcomes and positioning your portfolio appropriately. The Intelligent Investment show is for entertainment and educational purposes ONLY and is...
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Silly Season
Matt Dahl & Garrett Layell discuss recent stock market news and events and discuss the factors they believe will affect the market in coming weeks heading into the election. The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to…
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Buyable Dips and Sloppy Bottoms
With the market 7% below its recent all-time high, is this a buyable market? Why or why not? Matt Dahl breaks down the economy, a crazy summer, and what it all means for equity and bond markets heading into the election season. The Intelligent Investment show is for entertainment and educational...
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Goldilocks Economy
Are markets too high or is the economy too hot or too cold? Matt updates us on the state of the economy and weighs in on current market valuations. The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment...
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The Math Matters
In the cosmic battle between fundamental and technical analysis, which wins out and how do they affect each other? Garrett and Matt discuss the current state of the stock market and the economy heading into 2nd quarter earnings season, from both a fundamental and technical perspective. The...
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The Economic Impact of Golf Handicaps
Matt & Garrett weigh in on the Presidential debate and discuss what effect it could have on the economy and how the market is responding. How have fixed income markets reacted to recent inflation numbers and continue the conversation about the relationship between the data and market performance....
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The Art of Economics and Teflon Don
Garrett Layell & Matt Dahl discuss the balance of art and science in both economic data and how the stock market reflects it. How is the Federal Reserve managing monetary policy and what implications does the Donald Trump conviction have for the markets? For more or to reach Garrett or Matt…
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Perception vs. Reality
Earnings season recap for Q2 2024, discussing how the election will affect the stock market, and exploring new opportunities Matt is starting to consider for client portfolios. Unrelated sidebars, Garrett shares stats on Flat Earthers and Matt offers his personal opinion. Intelligent Investment...
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Yes-ish, No Mostly
Garrett Layell and Matt Dahl discuss the tug of war between interest rates and AI fueled economic growth & dive into how one of the best movies of all time helps to drive his model portfolio construction process. The Intelligent Investment Show is for informational and educational purposes only…
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Deja Vu All Over Again
Garrett Layell & Matthew Dahl a market that continues to be tugged back and forth between the momentum of AI driven growth and recurring fears of higher interest rates to cool off inflation threats, rinse and repeat. The Intelligent Investment Show is for informational and educational purposes…
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Bonds Can Be Red Heads (sometimes)
Garrett Layell & Matthew Dahl discuss the leveling off in the market so far in March, the health in the breadth in the equity market, and how the fixed income market can be harder to predict than the equity market depending on the current point in the cycle. The Intelligent Investment Show is for...
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Getting It Wrong, Until You Get it Too Right?
Matt introduces Garrett to the Keltner Channel, we talk NVDA and market breadth, and update the market's progress towards year end targets. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for…
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The Data Driven Economy
Matt & Garrett discuss the key technical levels in both the bond and equity markets, and the significance of them in the longer-term trend of the economy. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of...
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It Makes No Sense…Until it Happens
Matt and Garrett discuss the differences between theory and practice (again), and talk about the strategy of constructing a portfolio against various economic backdrops. Matt also shares some valuable insights about election cycles and market returns. The Intelligent Investment Show is for...
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Up & To The Right
Matt Dahl and Garrett Layell ring in the new all-time high with reminders that the market can disagree with your opinions for longer than you can stay solvent, so stay humble out there. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be...
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The Fallacy of Composition, Written in Crayon
Matt and Garrett discuss the simple oversights of logical reasoning that the most intelligent professionals often make. We also discuss how easy it can be to spread inaccurate information and take you back to the day to remind you some basic supply and demand principals. The Intelligent…
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Politics, Blink 182 & Emotional Investment Decisions
After a 2-minute tribute to the reunion of Mark, Tom, & Travis, Matt & Garrett discuss how carefully we should guard against letting our personal or political views drive investment decisions. The Intelligent Investment Show is for informational and educational purposes only and is not intended…
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The Wizard of Oz Market
Matt explains what he describes as The Wizard of Oz Market, while Garrett fights to steer him into the obscure territories of small cap stocks and portfolio construction theory. Enjoy! The Intelligent Investment Show is for informational and educational purposes only and is not intended to be...
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The Opening Bell
Garrett Layell and Matthew Dahl discuss the past couple of years in the financial markets, outlooks for 2023 and 2024, in a 30-minute market check-in every couple of weeks. The Intelligent Investment Show is for informational and educational purposes only and is not intended to be investment or...
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Frequently Asked Questions
How many episodes does Intelligent Investment Show have?
Intelligent Investment Show currently has 49 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Intelligent Investment Show about?
Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.
How often does Intelligent Investment Show release new episodes?
Intelligent Investment Show is no longer actively publishing new episodes, but the existing catalog remains available.
Where can I listen to Intelligent Investment Show?
You can listen to Intelligent Investment Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening.
Who hosts Intelligent Investment Show?
Intelligent Investment Show is created and hosted by Wealth Partners.
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