Intelligent Investment Show

PODCAST · business

Intelligent Investment Show

Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.

  1. 49

    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 investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Matt Dahl Has A Rough Week(00:01:12) - Stocks close at all-time highs(00:01:46) - Intelligent Investment: Three Rate Cuts This Year(00:04:35) - Report: 27,000 New Jobs Created in August(00:08:06) - Fed Chair Powell on a Double Rate Cut(00:13:00) - Can AI Take Over So Many Jobs?(00:18:02) - "You Won't Lose Your Job to AI"(00:22:59) - Do We Need Human Skills in the Future?(00:28:25) - Broadcom vs. Nvidia in the AI Chip Race(00:29:44) - In the Elevator With Fed's Powell(00:31:16) - ISM Services: Growth in Services, Not Manufacturing(00:32:49) - Matt Levine on His Love for Money(00:35:38) - The Bridal Party's Brew Party(00:36:41) - Intelligent Investment Show

  2. 48

    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 not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Intelligent Investment Live: August 3rd(00:02:03) - It's Quiet in the Markets(00:02:49) - FINRA Margin Balance vs. Currency in 2018(00:08:06) - Fed Rate Cut: Sweet Spot(00:12:35) - S&P 500: Valuation of Nvidia, Meta(00:17:48) - What Happens to Stock Pickers?(00:24:35) - Do Defensive Stocks Need More Money?

  3. 47

    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 should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:03) - Garrett Lille: Trying To Grow Into The Old Man Look(00:03:15) - Clemson Alum(00:04:13) - Powell: We're Too Dovish for Inflation(00:05:53) - Trade Tariffs and Inflation(00:08:35) - Fed's September rate cut talk(00:09:54) - Bond Market Reaction to Trump's Earnings Speech(00:15:33) - Michael Wilson: We're in a New Bull Market(00:17:40) - Fed Rate Cut Odds(00:21:29) - S&P 500: Could Anything Pull the Index Back to 6(00:24:40) - Jersey Mike's Hot Honey Chicken Philly(00:27:36) - Golden Road Brewery Red(00:31:15) - Intelligent Investment: Dovish Fed Celebration(00:32:16) - Intelligent Investment: Matt Blames Jay Powell For His Gray Hair

  4. 46

    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 information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.  

  5. 45

    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 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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:00) - Intelligent Investment Live: Grieving Your Partner(00:03:51) - VIX: How high is the market?(00:04:43) - Markets: This is the Calm Before the Storm(00:11:06) - Bulls: A 3% Pullback(00:15:16) - Analysts: Earnings surprise, but not(00:16:51) - Earnings revisions tick up in June(00:20:22) - Trump on a 10% Pullback(00:26:26) - Buy the S&P 500 at 5,000(00:28:44) - Neutral vs Bullish: Why Bulls Buy, Bears Sell

  6. 44

    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?  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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.   Chapters (00:00:00) - Intelligent Investment Live: Matt Dahl on His Shirt(00:01:44) - Are We Lacking in Knowledge?(00:07:27) - Trump and the Fed: July Jobs Report(00:15:33) - Fed's HONEST commentary on the economy(00:18:42) - Bond Market Screams at the Fed(00:23:46) - Stock Market's In Charge, Not Financial Conditions(00:28:55) - Intelligent Investment: How Long Can the Fed Hold Rates?

  7. 43

    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 this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - In the Elevator With Jim Carrot(00:01:25) - Fed Chair: Stock Market Is Going Higher(00:05:17) - Mixed signals on the 10 year Treasury note(00:07:32) - Trump on Powell's Plans to Cut Rates(00:10:57) - President Trump on the Fed's Rate Cuts(00:13:24) - VIX(00:18:39) - John Hussman:(00:24:45) - Distribution Cycle

  8. 42

    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 for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:02) - Ah, July 18, 2025(00:01:24) - Fed Chair Powell vs. President Trump(00:03:25) - Powell on Trump: Our Opinion Is the Right One(00:04:12) - Trump vs Powell: Who's Right and Who's Wrong?(00:09:07) - Fed's unwillingness to cut rates(00:09:41) - Trump: Rates should be lowered(00:12:10) - Fed Meeting: When Should They Cut?(00:16:21) - Trump is putting pressure on the Fed(00:21:29) - Matthew Dahl: Tariff Hypothesis(00:24:40) - Bank Earnings: Good, but Reserve Rate Holddown(00:27:45) - Trump-China Trade Deal + Dovish Fed(00:32:25) - Intelligent Investment: Last Week's Perspective

  9. 41

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Matt Dahl On Golf(00:03:07) - Talking to the Cast(00:03:29) - Is the Market Too Expensive?(00:22:14) - PEG Ratio vs Revenue Growth: Which Is More Important?(00:32:10) - Predictions: Will Matt Be Right?

  10. 40

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:04) - Intelligent Investment: Talking Money, Strategy(00:03:04) - Heat Index(00:06:41) - Personal Income Hits All-Time High, and Matt Says the Fed(00:10:55) - On the Fed's Overreach(00:14:49) - Fed Chair Powell on a July Rate Cut(00:21:38) - Fed Chair Powell on Monetary Policy(00:28:31) - Don't Ask The Fed About Money(00:33:16) - Intelligent Investment Show

  11. 39

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - No Hair on My Head(00:01:09) - My Hair Never Changes(00:03:50) - Fed meeting, no reaction(00:11:04) - Speech: When Will the Fed Act?(00:16:46) - Real Estate is the most important economic indicator out there(00:20:48) - Fed's Powell and the New York Fed President(00:26:13) - Headline Risk in the Middle East(00:29:10) - Good News Is Bad News For the Market(00:32:52) - Supercuts with Matt(00:34:08) - Intelligent Investment Show

  12. 38

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Adam Levine On His Aging Brother(00:01:06) - Tug of War Between the Bond Market and the Equity Market(00:03:01) - Economic data continues to point to a strengthening economy(00:05:25) - Jobs Report: 139,000 Jobs Added in May(00:13:26) - It sounds like the equity market is a little afraid of 2122(00:20:28) - 2018 vs. 2017: What's The Similar?(00:26:00) - Fed Funds: Stable Economic Environment(00:34:07) - The Hot Crazy Matrix

  13. 37

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Adam Levine On His Aging Brother(00:01:06) - Tug of War Between the Bond Market and the Equity Market(00:03:01) - Economic data continues to point to a strengthening economy(00:05:25) - Jobs Report: 139,000 Jobs Added in May(00:13:26) - It sounds like the equity market is a little afraid of 2122(00:20:28) - 2018 vs. 2017: What's The Similar?(00:26:00) - Fed Funds: Stable Economic Environment(00:34:07) - The Hot Crazy Matrix

  14. 36

    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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP. Chapters (00:00:00) - Matt Dahl(00:01:05) - Companies Pull Down Guidance(00:06:17) - PCE vs. CPI: What's The Difference?(00:12:19) - Fed's concern about inflation (June 8)(00:17:13) - Optimism for GDP in Q2(00:18:38) - Bulls vs. Bears: Earnings, Yields(00:25:05) - Paul Krugman: I think inflation will eventually take hold(00:32:01) - Information provided by American Retirement Planning Group (ARPG)

  15. 35

    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 show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  16. 34

    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 only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  17. 33

    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 information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  18. 32

    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 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 particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  19. 31

    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 are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  20. 30

    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 presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  21. 29

    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. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  22. 28

    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 not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  23. 27

    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 purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. There is no guarantee that any statements of future expectations will come to fruition. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through American Retirement Planning Group (ARPG). ARPG and United Planners (UP) are independent companies. Garrett Layell is not affiliated with ARPG or UP.

  24. 26

    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 educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com Intelligent Investment Show — Wealth Partners

  25. 25

    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 be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com Intelligent Investment Show — Wealth Partners

  26. 24

    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 intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com Intelligent Investment Show — Wealth Partners

  27. 23

    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 for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  28. 22

    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 and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. Intelligent Investment Show — Wealth Partners

  29. 21

    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 way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  30. 20

    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 and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  31. 19

    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 absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠.https://intelligentinvestment.com

  32. 18

    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 be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠.https://intelligentinvestment.com

  33. 17

    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 purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  34. 16

    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 advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  35. 15

    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 Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠. https://intelligentinvestment.com

  36. 14

    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. The Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠.https://intelligentinvestment.com

  37. 13

    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, visit https://theadvisoradvocates.com/intelligent-investment Intelligent Investment show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300⁠.

  38. 12

    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 show is for entertainment and educational purposes ONLY and is absolutely in no way intended to be financial or investment advice. If you need financial advice or investment advice, seek it from a licensed professional, like Matt, at ⁠702-655-8300 or at intelligentinvestment.com

  39. 11

    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 and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  40. 10

    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 only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  41. 9

    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 informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  42. 8

    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 any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  43. 7

    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 any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  44. 6

    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 informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  45. 5

    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 investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  46. 4

    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 Investment Show is for informational and educational purposes only and is not intended to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  47. 3

    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 to be investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  48. 2

    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 investment or financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

  49. 1

    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 financial advice of any kind for any of our viewers or listeners. If you would like to speak to a professional Advisor about your specific questions, ARPG can be reached at 702-655-8300⁠ or [email protected].

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ABOUT THIS SHOW

Matt Dahl of ARPG joins Garrett Layell to discuss the state of the markets and common-sense approaches to professional money management.

HOSTED BY

Wealth Partners

Produced by Garrett Layell

CATEGORIES

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