Mach 1 Market Moment Podcast

Today on Tuesday, October 1st, the news broke that strikes are taking place along the East and Gulf Coast... and these strikes could cost billions, undoubtedly impacting the economy, the market, and of course--you, the average consumer. It looks like food prices and car parts are going to be most impacted. There is also an upcoming, heated, polarizing election on the horizon. As Lee says, "there's a lot of noise" taking place in this next quarter... so Matt begs the question: how do you stay bullish? How do you stay in the market when there's so much uncertainty? John leans on his experience from 2007-2008 and the three of them offer their insights as financial advisors.

The Fed recently lowered interest rates but what does this mean for the market and our economy? Does this mean we're in for a "soft landing" as they say? Or, could things keep getting worse? Matt, John, and Lee discuss a variety of factors impacting our markets and the American consumer... such as the wars overseas, the US debt crisis, and much more. There's a lot to watch out for -- not because of fear or panic, but because it's important to be an informed investor!

The Fed is thinking about cutting rates but Lee feels like rates don't need to come down as much as people think... Amazon is putting Walgreens and CVS out of business, telling people to come back into the office (among other businesses), and the main topic of today's episode: tax planning. Matt stresses how important it is for your financial future to think about tax planning!

Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which we desperately need and can help lower costs...   Eli, Matt, and John also talk about the broadening of the market. They called it a #smallcapsummer a few weeks ago and now its looking like a #smallcapfall which could mean a healthier market! Yes, the Magnificent 7 are taking a hit, but you can (and should) only be at the top for so long...   Lastly, the guys touched on how the upcoming presidential debate between Donald Trump and Kamala Harris may shake things in the market. The debate is happening tonight (09/10) and maybe next week we'll cover how or if it changed the market...  

Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode.

Things get heated in today's episode as Matt, Lee, and John discuss the Harris' tax proposal she's campaigning with... Vice President Kamala Harris proposes higher income taxes, corporate taxes, capital gains, and taxing unrealized capital gains as well... and all of this tax-talk has the guys asking "Are we being taxed into oblivion?" As John points out, we're being taxed on the money we make, the money we spend, the money we give away, and even the money we leave behind after we die, and all other kinds of taxes in-between... And Lee points out an economic model which shows at what point a tax burden overexceeds the revenue it would bring in. Other than taxes, they talk about the state of interest rates impacting CDs, money markets, and other cash-holding options, and they're looking forward to college football season! There was a lot to talk about!  

CNBC just published an Op-Ed titled, "The case for a 40-year mortgage" written by John Hope Bryant. The op-ed argues for introducing 40-year mortgages to help combat the struggle average Americans are facing with purchasing their first home. Between high interest rates, low inventory, and a struggling economy where wages are not keeping up with the cost of living, this is a proposed solution. But would it do more harm than good?   Matt, Eli, and Lee also talk about Kamala Harris' plan to raise the corporate tax rate if elected, something which Eli points out as rather pointless and primarily political. They also cover the recent stock market trends.   Link to the mentioned Op-Ed: https://www.cnbc.com/2024/08/20/op-ed-the-case-for-a-40-year-mortgage.html  

People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and losses.... While interest rates do matter, it's only a piece of the story, and the Fed may be taking way too much credit for how our economy is running. But what do you think?   This week's Market Moment is hosted by Matt Walters, Lee Mackey, and John Martfeld who share their opinions as financial advisors.   Reference from CNBC: https://www.msn.com/en-us/money/marke...  

How much do I need before I retire? How should I be invested? Should I get a credit card? These are some of the common questions that finance advisors Matt, Lee, and John hear on a routine basis, and they're here to answer those questions!

Teaching your kids financial literacy is one of the best ways to set them up for success in life as adults. In this episode of The Market Moment, Isaac asks John and Lee for advice, now that he has a five month old son. John has raised two sons now in college and Lee has kids ranging from the teen years of fourteen to young adulthood at twenty-eight. Both Lee and John offer their insight into the importance of training your kids these financial principles and what those concepts are and some creative ways to do this with kids from all ages! This is a great episode if you have kids at home; it's never too early and it's never too late! Link that Lee references: https://www.ramseysolutions.com/relationships/how-to-teach-kids-about-money

Does it really impact the market who's in the White House? Welcome to the Market Moment, where this week Lee and Matt are discussing the big question on how the market and elections are tried, if at all....   DISCLAIMER: This episode was filmed in preparation for vacation days, and was thus filmed prior to the recent political events (Trump's assassination attempt, Biden stepping down, and now Kamala Harris as the new nominee). All the information presented in this episode, however, is still very relevant even if Matt and Lee's references are "dated" at this point. It is still historically true that it doesn't matter if a Republican or a Democrat is in office, you should stay in the market and not time it.  

Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and they debate what The Fed will do next...   Don't forget to leave us a question or comment for next week's episode! You can email them to  TheMarketMoment@mach1fg.com and you can subscribe to our YouTube channel for more videos by clicking this link!    Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the S

Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios. One of the biggest reasons is emotion, and another one is trying to "time the market" which tends to involve late or old information. You can't really time the market! The guys also discuss the Fed, and Matt poses the question, "what SHOULD the Fed do?" Remember you can email your comments and questions to us with this email:  TheMarketMoment@mach1fg.com   And you can join the growing online Market Moment community and never miss a new video by clicking this link!    Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registr

Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well. While people are claiming "the market" is doing well, what they might really mean is the S&P 500, which is being heavily pulled up by the Magnificent 7, the big tech companies. Some people wonder if this will lead to a bubble or if it's a concentrated market. People say "the market" is doing well, but many feel as if the economy is in terrible shape. Looking at the typical well-balanced portfolio, some may feel they're underperforming, especially if they're comparing their returns to that of the S&P 500.....  Matt, Lee and Eli ask the question: Does diversification still work? Listen to find out!  Don't forget to leave us a comment by emailing us:  The

Welcome to the Market Moment! This week, Eli and John are diving into Nvidia’s latest stock price movement, economic risks beyond inflation, and some insights from finance Twitter.   Topic #1: Nvidia Stock Fell - Is This a Correction? Nvidia (NVDA) stock dropped as much as 5% on Monday, as investors moved away from the year's hottest AI play. The stock has declined more than 11% from its all-time high of $135.58 last Tuesday, when Nvidia temporarily overtook Microsoft (MSFT) as the most valuable company. Any drop beyond 10% from a recent high is considered correction territory. Bank of America analysts, however, believe this volatility is likely short-lived, reiterating a Buy rating and a $150 price target for Nvidia, calling it a "top pick."   Topic #2: Inflation is Not the Only Risk San Francisco Fed President Mary Daly highlighted on Monday that rising unemployment is becoming an increasing risk. The Federal Reserve must "exhibit care" in its efforts to control inflation. Reducing inflation further will li

Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he has been a key figure at J.P. Morgan.   In this episode, Hamilton shares: * An overview of his role and strategies at J.P. Morgan * The differences and similarities between HELO and Hedged Equity * A comparison of HELO to other buffered products * Insights into the JEPI and JEPQ ETFs, including their features and benefits * How these portfolios can be utilized within traditional investment strategies   Click here to subscribe so you can join the growing online community.   You can email your questions and comments to us at  TheMarketMoment@mach1fg.com   Mach-1 Financial Group, LLC ("Mach-1") is a registered investmen

In this episode of the Market Moment, Matt, Lee, and John delve into three critical topics impacting the current financial landscape: Apple’s groundbreaking AI announcement, the fluctuating oil prices, and the looming threat of a major recession.   They start with Apple's unveiling of its generative AI initiative, Apple Intelligence, at the WWDC conference. This new technology will be deeply integrated across Apple's ecosystem, offering unique capabilities distinct from competitors like Microsoft’s Copilot and Google’s Gemini. This significant move has been highly anticipated by Wall Street, marking Apple's entry into the generative AI space. However, it appears Apple's stock hasn't been very affected by this announcement...   Next, the discussion shifts to the recent developments in the oil market. Following an OPEC+ decision to increase production, oil prices have experienced a notable rise. Analysts, including those from Goldman Sachs, predict a significant supply deficit driven by summer fuel demand, wh

This week on The Market Moment, Lee, Mee & Eli talked about whether the market is actually broadening or if big tech is still driving all the gains. They also discuss rising concerns of inflation in our country and how the Fed is handling it. Some Americans may feel a recession would be better than inflation. Do you agree or disagree? Lastly, they learned about Gen Z teens entering the labor force. You can email your questions or comments to  TheMarketMoment@mach1fg.com   Eli's references: https://x.com/RyanDetrick/status/1797... https://x.com/RyanDetrick/status/1797... https://x.com/RyanDetrick/status/1797...   Check out the YouTube channel for more videos about financial literacy!    Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the

This week has been an interesting one here at Mach 1 Financial. Our Memorial Day weekend was dominated with the aftermath of tornadoes that swept through Northwest Arkansas. Our thoughts and prayers are with those in our local communities impacted, and many of our staff has been impacted as well.   As Matt & Lee say in the opening of this episode, if you are in the area needing support and resources, you can reach out. Here's the podcast email: TheMarketMoment@mach1fg.com   On the podcast, Matt, Lee, and new-face Isaac, talk about T-Mobile's new merger, GameStop the meme stock's continued rise, McDonald's new project CosMc, and Nvidia recently announced its stock split and it continues to grow... will it ever stop?   Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not

Welcome to The Market Moment! | Episode 203 Hey there, Market Moment community! Welcome back to another episode. Joining you this week are Matt, Lee, and John. They have some intriguing topics lined up for you: the impact of inflation on America's spending habits, the role of bankruptcy as a shield, and the concept of "spaving".  Consumer ETFs Showing the Real Inflation Picture We're kicking things off with a look at how some ETFs are revealing the true impact of inflation on consumer behavior. The Consumer Discretionary Select Sector SPDR ETF, featuring big names like General Motors, Chipotle, and Deckers, has seen a downturn this year. In contrast, the Consumer Staples Select Sector SPDR ETF, with holdings like Procter & Gamble, Costco, and Walmart, is up more than 8%. Walmart, the nation's largest retailer, reports that it's attracting more upper-income shoppers, those earning above $100,000. CFO John David Rainey noted that these customers are spending more on essential items and less on discretionary