PODCAST · business
Money Wise
by Davidson Capital Management, Inc.
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
Episodes
-
Trends vs. Trades, Looking Past the Headlines, & The Best Investment Advice Ever
This week on Money Wise, the Money Wise Guys ask whether recent market moves represent a lasting trend or a short-term trade, before taking a closer look at equity-indexed annuities and the importance of digging beneath the sales pitch. On Wall Street last week, the Dow Jones Industrial Average...
-
Oil Market Speculation, Rethinking Roth Conversions, & Equity-Indexed Annuities
This week on Money Wise, the Money Wise Guys look beyond the latest market noise to discuss oil speculation, interest-rate expectations, and when a Roth conversion may - or may not - make sense. On Wall Street last week, the Dow Jones Industrial Average gained about 146 points, or 0.3%, while the...
-
A Surprise Rate Hike, AI Anxiety, & What Wall Street Won’t Tell You
This week on Money Wise, the Money Wise Guys break down the Fed’s surprise interest rate increase, the growing debate surrounding AI, and why investors should stay focused on market fundamentals. On Wall Street last week, the Dow Jones Industrial Average fell about 891 points, or 1.7%, while the...
-
Interest Rates in Perspective, Midterm Elections, & Equity-Indexed Annuities
The Money Wise Guys kick off this Labor Day weekend edition with a mixed week on Wall Street. The Dow Jones Industrial Average fell about 147 points, or 0.3%, while the S\&P 500 gained about seven points, or 0.1%, and the Nasdaq rose about 105 points, or 0.4%. Year to date, the Dow is up 11.1%…
more -
Fed Talk Fuels Volatility, Fundamentals Tell a Different Story, & What Wall Street Won’t Tell You
The Money Wise Guys are back this week with plenty to unpack as investors digest another round of economic data and renewed questions about where interest rates may be headed. On Wall Street, the Dow gained 0.5%, the S\&P 500 rose 0.5%, and the Nasdaq climbed 0.8% for the week. Year to date, the...
-
Bond Vigilantes Return, Wall Street’s Latest Speculation, & RIA vs. Broker
The Money Wise Guys kick off this week’s show with a look at a tougher stretch on Wall Street. The Dow Jones Industrial Average fell about 455 points, or 0.8%, the S\&P 500 declined roughly 111 points, or 1.4%, and the Nasdaq dropped about 549 points, or 2.1%. Despite the pullback, all three…
more -
Interest Rates in Focus, Getting Rich Slowly, & The Best Investment Advice Ever
This week on Money Wise, the team takes a closer look at what’s driving markets as investors weigh inflation, interest rates, housing costs, and continued economic uncertainty. Wall Street turned in a mixed week, with the major indexes staying relatively steady as investors continued to weigh...
-
Markets Recover, Avoiding Speculation, & Equity-Indexed Annuities
Another week of strong market gains served as a reminder that long-term fundamentals can quickly regain center stage once short-term volatility begins to fade. Markets rebounded sharply this week as investors looked beyond July's volatility and refocused on corporate fundamentals. The Dow Jones...
-
Technical Selloffs, Active Management, & What Wall Street Won’t Tell You
Wall Street finished the week higher despite another bout of volatility driven by interest rates, inflation concerns, and technical selling in the technology sector. The Dow Jones Industrial Average gained 1.0%, while the S\&P 500 rose 1.0% and the Nasdaq advanced 1.6%. Year to date, the Dow and...
-
Roth Conversions, Portfolio Liquidity, & RIA vs Broker
Wall Street pulled back modestly this week as investors continued rotating away from some of the market's biggest technology names. The Dow Jones declined 0.4%, the S\&P 500 fell 0.6%, and the Nasdaq dropped 2.1%. Despite the weekly decline, all three major indexes remain positive for the year,...
-
Managing Risk, Semiconductor Opportunities, & The Best Investment Advice Ever
Wall Street pulled back this week as investors took profits following a strong first half of the year. The Dow Jones declined 0.9%, the S\&P 500 fell 1.6%, and the Nasdaq dropped 2.9%. Despite the weekly weakness, all three major indexes remain positive for the year, with the Dow up 8.5%, the…
more -
Estate Planning Matters, AI's Growth Continues, & Equity Indexed Annuities
Wall Street delivered another resilient week despite renewed geopolitical tensions in the Middle East. The Dow Jones slipped 0.5%, while the S\&P 500 gained 1.2% and the Nasdaq advanced 1.7%. Year to date, the Dow is now up 9.5%, the S\&P 500 has gained 10.7%, and the Nasdaq leads the major…
more -
Market Breadth Improves, SpaceX Hype Fades, & What Wall Street Won't Tell You
The Money Wise guys are back in the studio with a brand-new episode of Money Wise. After several weeks of leadership from large-cap technology stocks, markets took on a more mixed tone. The Dow Jones Industrial Average gained 0.6% for the week, while the S\&P 500 declined 2.0% and the Nasdaq fell...
-
SpaceX IPO Fuels Excitement, Fundamentals Still Matter, & 401(k) Rollovers
Markets continue to grind higher this week, with all three major indexes posting gains. The Dow Jones Industrial Average rose 0.7%, while both the S\&P 500 and Nasdaq gained roughly 0.7% as well. Year to date, the Dow is now up 6.5%, the S\&P 500 has advanced 8.6%, and the Nasdaq leads the way…
more -
Good News Becomes Bad News, Investing vs Gambling, & RIA vs. Broker
A strong jobs report took center stage this week, but the market’s reaction was anything but straightforward. The Dow Jones Industrial Average slipped about 0.3%, while the S\&P 500 fell 2.6% and the Nasdaq dropped 4.7%. Despite the pullback, all three major indexes remain positive for the year,...
-
Fundamentals Win Again, Opportunity in Overlooked Sectors, & Best Investment Advice Ever
Another week of market action is in the books, and on this week’s Money Wise, the team breaks down the key developments investors are watching. Market performance was relatively muted this week, with the Dow Jones Industrial Average slipping about 0.2%, while the S\&P 500 posted a modest gain of...
-
Earnings Growth Stays Strong, Inflation Remains in Focus, & Equity Index Annuities
The Money Wise guys are back in the studio to break down what’s really driving markets - not just the headlines. This past week markets continued climbing higher, with the S\&P 500 and Nasdaq once again closing at new all-time highs. For the week, the Dow Jones Industrial Average gained about…
more -
Markets Hit New Highs, Earnings Strength Leads the Way, & What Wall Street Won’t Tell You
Welcome to this week’s Money Wise, where we recap the week in markets and highlight the stories shaping investor behavior. In the week that just passed, markets continued their upward momentum this week, with the Dow Jones Industrial Average gaining about 0.5%, the S\&P 500 rising roughly 0.9%…
more -
Earnings Take Center Stage, Institutional Buying Leads, & RIA vs. Broker
We’re back with a brand new episode of Money Wise, with a look on the numbers coming out of Wall Street last week. Markets showed mixed performance this week, with the Dow Jones Industrial Average slipping about 0.4%, while the S\&P 500 rose roughly 0.5% and the Nasdaq gained about 1.5%. Year to...
-
V-Shaped Recovery Continues, Speculation Concerns Rise, & The Best Investment Advice Ever
The Money Wise guys are back with another brand-new episode. This past week, markets surged higher, with the Dow Jones Industrial Average gaining 3.2%, the S\&P 500 rising 4.5%, and the Nasdaq leading with a 6.8% increase. Year to date, all three major indexes are now firmly positive, with the…
more -
Markets Rally on Ceasefire, Oil Prices Remain in Focus, & Equity Index Annuities
The Money Wise guys are back inside the studio after a week off and bringing with them the numbers from last week’s market performance. Markets moved sharply higher this week following a two-week ceasefire between the United States and Iran, with the Dow Jones Industrial Average gaining about…
more -
Dow in Correction, Media Noise & What Wall Street Won’t Tell You
Welcome back to Money Wise, where we pull back the curtain on Wall Street and give you the whole truth, not just the half. It was another rough week across the major indices. The Dow Jones Industrial Average fell roughly 408 points, or about 0.9%, while the S\&P 500 dropped approximately 138...
-
Markets Break Key Levels, Indiscriminate Selling Spreads, & RIA vs Broker
We’re back with another episode of Money Wise, where the Money Wise guys pull back the curtain on Wall Street and talk about what’s actually moving the markets. Markets declined again this week as volatility picked up across all major indexes. The Dow Jones Industrial Average fell about 984…
more -
Market Volatility Continues, Private Credit Concerns & Best Investment Advice Ever
The Money Wise guys are back with an all-new episode. In the week just past, markets moved lower again as geopolitical tensions and rising oil prices continued to drive investor sentiment. For the week, the Dow Jones Industrial Average declined about 943 points, or 2%, while the S\&P 500 fell...
-
Markets React to Middle East Tensions, Oil Prices Rise, & Equity Index Annuities
Markets moved lower this week as investors reacted to geopolitical tensions, rising oil prices, and renewed volatility in global markets. For the week, the Dow Jones Industrial Average fell roughly 1,476 points, or about 3%, while the S\&P 500 declined approximately 2% and the Nasdaq slipped…
more -
AI Speculation Sparks Volatility, Treasury Yields Dip Below 4%, & What Wall Street Won’t Tell You
The Money Wise guys are back at it, kicking off the show with a review of last week’s numbers from Wall Street. Markets experienced another week of volatility as investors continued sorting through a mix of economic signals and shifting narratives around artificial intelligence. For the week, the...
-
Market Resilience During Policy Shifts, Consolidation Continues, & RIA vs Broker
Markets moved higher this week while continuing to work through a longer-term consolidation phase that has defined much of the year so far. For the week, the Dow Jones Industrial Average gained 0.3%, the S\&P 500 rose 1.1%, and the Nasdaq advanced 1.5%. Year to date, the Dow leads at +3.3%, the...
-
Artificial Intelligence Headlines, Volatility Returns in a News-Driven Market, & Best Investment Advice Ever
Volatility returned to markets this week, reinforcing how quickly sentiment can shift in a headline-driven environment. For the week, the Dow Jones Industrial Average declined about 615 points, or 1.2%, the S\&P 500 fell roughly 96 points, or 1.4%, and the Nasdaq dropped approximately 485 points,...
-
Dow Strength, NASDAQ Pressure, & Equity Index Annuities
Markets delivered mixed signals this week, reminding investors that headline performance rarely tells the full story. For the week, the Dow Jones Industrial Average surged 1,223 points, or 2.5%, while the S\&P 500 edged lower by about 7 points, or 0.1%. The Nasdaq declined roughly 431 points, or...
-
When Markets Pause, Precious Metals in Focus, & What Wall Street Won’t Tell You
Rather than reacting to short-term market swings, this week on Money Wise took a closer look at the technical patterns shaping recent market activity. For the week, the Dow Jones Industrial Average declined by roughly 206 points, or 0.4%, while the S\&P 500 gained approximately 23 points, or…
more -
Algorithmic Trading vs Human Judgement, Political Headlines, & RIA vs. Broker
The Money Wise guys are back inside the Money Wise studio with an all-new episode. This week, the conversation opens with a look at recent market performance. Major indexes moved modestly lower for the week, while year-to-date results remain positive across the Dow, S\&P 500, and Nasdaq. That...
-
Short-Term Volatility, Long-Term Investor Behavior, & The Best Investment Advice Ever
As always, the Money Wise guys kick off this week with a quiet but telling market recap. For the week, the Dow Jones Industrial Average slipped about 145 points (-0.3%), the S\&P 500 declined roughly 26 points (-0.4%), and the NASDAQ fell about 156 points (-0.7%). Despite the modest pullback,...
-
A Strong January Start, Why Rebalancing Matters, & Equity Index Annuities
The Money Wise guys are back inside the studio, and the episode this week opens with a strong start to 2026, as markets posted their first full trading week gains and both the Dow and S\&P 500 closed at new all-time highs. The Dow surged more than 1,100 points on the week, while the S\&P 500 and...
-
Another Solid Year for Stocks, How History Frames Expectations, & What Wall Street Won’t Tell You
This week’s Money Wise episode steps back from the day-to-day market headlines to review how December, the fourth quarter, and all of 2025 wrapped up. While December itself was relatively muted and didn’t deliver a traditional Santa Claus rally, the broader takeaway was far more positive. All…
more -
The Santa Claus Rally, Looking Ahead to 2026, & RIA vs Broker
This week’s Money Wise episode takes a step back to assess where markets stand as the year winds down and the Santa Claus rally remains firmly in focus. With a holiday-shortened trading week and lighter volume, the S\&P 500 edged closer to a new all-time closing high, supported by strong...
-
Volatility in AI Stocks, Thoughtful Portfolio Construction, & The Best Investment Advice Ever
This week’s Money Wise episode takes listeners through a choppy but telling stretch in the markets, underscoring why perspective matters, especially in a bull market. The week delivered mixed results across the major indexes, with the Dow Jones Industrial Average down roughly 0.7%, the S\&P 500...
-
AI Panic, Predictive Markets, & Equity Index Annuities
We’re back after a two-week break, and there was a lot to catch up on. This week’s Money Wise episode opens with a mixed market recap: the Dow pushed higher, while the S\&P 500 and NASDAQ slipped, reflecting a week dominated by volatility and a sharp “attack of the Friday” sell-off. For the week,...
-
The AI Bubble Myth, Dangers of Media Hype, & What Wall Street Won’t Tell You
We’re back after a two-week break, and there’s plenty to catch up on in this week’s episode. The Money Wise guys dive straight into the recent market pullback, examining the roughly 2% drop across major indexes and what’s driving the latest wave of investor anxiety. From fears of an “AI bubble”…
more -
The 50-Day Test, When Momentum Meets Resistance, & 401(K) Rollovers
After a stretch of record highs, the markets finally caught their breath. This week’s Money Wise explores what happens when momentum meets resistance, from the S\&P 500’s test of its 50-day moving average to the market’s sharp recovery after a late-week rally. The Money Wise guys discuss how...
-
A Goldilocks Market, Washington Gridlock, & RIA vs. Broker
A new episode of Money Wise this week dives into a record-setting week on Wall Street, where all three major indexes pushed higher despite political gridlock in Washington - wiith the Dow, S&P 500, and NASDAQ all closing at new all-time highs. Despite the government shutdown stretching toward...
-
All-Time Highs, a Government Shutdown, & The Best Investment Advice Ever
The Money Wise guys start the show with a rapid-fire market update for the week just passed. The group recap a strong week for Wall Street, with all three major indices closing at record highs despite the ongoing government shutdown. The Dow climbed more than 1,000 points, while the S&P 500 and...
-
Climbing the Market Mountain, When Negativity Meets a Bull Market & 401(K) Rollovers
This week on Money Wise, the team digs into a strong performance on Wall Street - with the Dow up 1.6%, S&P 500 up 1.7%, and NASDAQ climbing 2.1%, while discussing the market’s ongoing resilience in the face of widespread investor skepticism. Despite impressive year-to-date gains across major...
-
Politics Heat Up, Markets Stay Cool, & Equity Index Annuities
This week, the Money Wise team tackles a headline-dominated week that centered on Washington’s government shutdown, and the market’s complete lack of reaction to it. Despite the political drama, the Dow rose 511 points (+1.1%), the S&P 500 climbed 72 points (+1.1%), and the NASDAQ gained 296…
more -
PCE Data, Sticky Inflation, & 401(K) Rollovers
This week, the Money Wise guys review a quieter stretch for Wall Street, with all three major indexes slightly down. The Dow is off 68 points (-0.1%), the S&P 500 is down 21 points (-0.3%), and the NASDAQ down 147 points (-0.7%). Despite the dip, year-to-date numbers remain strong: Dow up 8.7%…
more -
Fed Moves, Markets Soar, & What Wall Street Won’t Tell You
This week’s Money Wise show focuses on the market’s reaction to the Federal Reserve’s highly anticipated rate cut. The Fed trimmed the federal funds rate by 0.25%, marking its first cut since December 2024. While many expected a “sell the news” moment in stocks, the opposite occurred: the Dow…
more -
Markets Eye Fed’s Next Move, Bad News vs. Good News, & RIA vs Broker
This week on Money Wise, the guys recap another solid week on Wall Street, with the Dow up 433 points (1%), the S&P 500 up 103 points (1.6%), and the NASDAQ up 441 points (2%). Year-to-date gains now stand at 7.7% for the Dow, 11.9% for the S&P, and 14.7% for the NASDAQ. The conversation…
more -
Record Cash on the Sidelines, GDP Surprise, & The Best Investment Advice Ever
The guys are back with a new episode of Money Wise. As always, they kick the show off with a look at the numbers coming out of Wall Street last week. Unfortunately, the markets ended the week slightly lower on very light trading volume ahead of the Labor Day holiday, with the Dow down 0.2%, the…
more -
Jackson Hole Shifts the Tone, Small-Cap Momentum, & Equity Index Annuities
The Money Wise guys are back in the studio with some fresh takes on what’s happening on Wall Street. This week, the markets responded positively to Federal Reserve Chair Jay Powell’s much-anticipated Jackson Hole speech. For the week, the Dow rose 686 points (1.5%), the S&P 500 gained 17 points...
-
The True Driver of Inflation, Market Momentum & What Wall Street Won’t Tell You
This week on Money Wise, the conversation opens with a strong recap of Wall Street’s numbers: the Dow rose 771 points (1.7%), the S&P 500 gained 0.9%, and the NASDAQ added 0.8%. Year-to-date, all three indexes continue to show solid progress, led by the NASDAQ at 12%. The first half of the show...
-
Apple’s Big Investment, Market Momentum and RIA vs. Broker
The Money Wise guys are back in the studio and kick off this week’s episode by recapping a strong rebound for the markets, with the Dow up 1.3%, the S&P 500 climbing 2.4%, and the NASDAQ jumping 3.9%, reaching an all-time closing high on Friday. Despite factory orders falling 4.8%, markets…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
HOSTED BY
Davidson Capital Management, Inc.
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Money Wise have?
Money Wise currently has 261 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money Wise about?
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
How often does Money Wise release new episodes?
Money Wise publishes regularly with 261 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Money Wise?
You can listen to Money Wise on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money Wise?
Money Wise is created and hosted by Davidson Capital Management, Inc..
URL copied to clipboard!