Market Moment Podcast

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. 💬 You can send your comments and questions to [email protected] Do you agree or disagree with Matt and Lee? Remember, the "market" and the "economy" are two different things. Our economy could be struggling, but the market is going up. 🍿 Watch Next: Data Brief! "What is Rebalancing?" • What is "Rebalancing"? | Data Brief 🎙The Market Moment Podcast! Check out last week's episode... • Are We in a Market Rotation? 😎Join the growing Market Moment community by clicking that subscribe button! Click here to subscribe. We're on Facebook! Give us a follow on Instagram! / themarketmoment 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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 [email protected] and you can subscribe to our YouTube channel for more videos by clicking this link! We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmoment/ 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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: [email protected] 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 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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: [email protected] And join the growing online Market Moment community by subscribing to our YouTube channel! 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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 likely require restraining demand, which could result in higher unemployment rates. Daly emphasized the need for the Fed to remain vigilant and open to adjustments. Topic #3: Insights from Finance Twitter Join us as Eli shares some interesting financial tweets and discussions happening right now. We appreciate you hanging out with us every Tuesday for the latest market headlines. Stay tuned and stay informed! You can send your comments and questions to our email address at [email protected] Plus you can join the growing online Market Moment community by subscribing to our YouTube channel and be notified with every new video. 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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 [email protected] 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 SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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, which could push Brent crude prices higher. The hosts explore how these dynamics are influencing market sentiment and what investors can expect as the Federal Reserve prepares to release key inflation data and market reports. John notes that high gas and utility prices affect the lower to middle class substantially more and could hit the economy in turn. Finally, the episode addresses the stark economic forecast presented by economist Harry Dent, who predicts an unprecedented market crash. Drawing parallels to historical bubbles, Dent argues that the current market is inflated due to prolonged artificial stimulus, setting the stage for a massive correction. He predicts dramatic declines for major indices and stocks, emphasizing the need for a market reset to pave the way for future growth. This segment provides listeners with a sobering perspective on potential market trajectories and the implications for long-term investments. Don't forget to leave us a comment so we can react to it in the next episode! You can send your comments and questions to: [email protected] And click here to join the growing community! 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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 [email protected] 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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: [email protected] 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 constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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 products. Meanwhile, luxury brands like Burberry are facing significant losses, with annual profits down 34% and same-store sales dropping by 1%. Spaving Have you heard of "spaving"—spending more to save? This old concept, now rebranded, is prevalent in grocery stores, retailers, and even online gambling. Financial expert Bryan Kuderna explains that spaving encourages consumers to buy more than necessary to feel like they're getting a deal. Common tactics include "buy one get one free" offers, in-store cash for future purchases, freebies, and store credit cards. The key takeaway: avoid buying under pressure to steer clear of these marketing traps. Is Bankruptcy a Shield? We explore whether corporate defendants can use federal bankruptcy to shield themselves from legal trouble. The Supreme Court is set to consider this issue, particularly in the case involving Purdue Pharma and the Sackler family. The question at hand is whether the Sacklers can use bankruptcy to protect their personal fortunes from opioid-related liabilities. Justices are debating whether bankruptcy laws were intended to prevent personal injury victims from suing third parties not directly involved in bankruptcy proceedings. Comment Time! This week's comment comes from our YouTube channel, where Eli discussed whether young people can buy houses. @camleborgne6121 shared his experience, saying, "I welded in New England. Everybody I knew that was my age (23) + maybe 5 years was renting. I don't know a single person from back home that owns a home. Just recently moved to South Carolina, I'm still a welder and every co-worker I've met so far that's my age or a few years older, owns a home. Was a pretty big wake-up call for me." We'd love to hear your thoughts! Leave us a comment, and if you're an audio-only listener, submit your questions and comments to [email protected] Thanks for joining us this week. And if you want to see our lovely faces or watch our other videos, check out The Market Moment YouTube channel. See you next Tuesday for the latest market headlines!

In this week's episode of The Market Moment, hosts Matt, Lee, and Eli delve into the latest market trends and thought-provoking discussions. Kicking off the episode, they explore the resurgence of meme stocks, with GameStop (GME) soaring by an impressive 110%. The recent online activity of "Roaring Kitty," previously known as Keith Gill, has sparked renewed interest in meme stocks, prompting questions about their sustainability and impact on market volatility. Next, the hosts tackle a viral TedX talk by Scott Galloway titled "How the US is Destroying Young People’s Futures." With nearly 4 million views and over 18,000 comments, Galloway's presentation has ignited a widespread conversation about generational wealth disparities and the challenges faced by today's youth. From income inequalities to housing affordability and the influence of social media on mental health, Galloway paints a stark picture of the realities confronting young Americans. Finally, the hosts engage with insightful comments from their Instagram community regarding last week's discussion on the minimum wage. From questioning the role of minimum wage jobs to debating the implications of wage increases, the comments highlight diverse perspectives on this contentious issue. Listeners are encouraged to join the conversation and share their thoughts on these pressing topics. You can email your thoughts or questions at [email protected] Don't miss out on this episode's deep dive into market trends and societal issues. Subscribe to Market Moment and join the discussion every Tuesday! Link to the referenced video: • How the US Is Destroying Young People... 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Welcome to our latest podcast episode! In today's discussion, John and Lee delve into the market's trending headlines: stocks, Robinhood and the SEC, and fast food's outrageous price increases. First, they analyze the recent surge in stocks fueled by hopes of a Federal Reserve rate cut. With the S&P 500 and Nasdaq Composite making notable gains, we explore the market dynamics driving investor sentiment, including projections of multiple rate cuts by year-end. Additionally, they spotlight corporate updates from Disney and Apple, shedding light on their performance amid market fluctuations. John and Lee examine Robinhood's potential encounter with SEC enforcement actions over its crypto operations. Delving into the regulatory challenges facing the trading firm, we reflect on the implications for both Robinhood and the broader landscape of accessible investment platforms. They also weigh the benefits and risks associated with democratized investing avenues. Finally, they look at the evolving landscape of fast-food pricing. Exploring the significant price hikes in limited-service meals compared to inflation rates, they dissect the underlying factors driving this trend, from minimum wage increases to shifting consumer behaviors. Fast-food isn't exactly cheap anymore and it may drive people away from the drive-thru. Thank you for joining us on this exploration of today's financial headlines! Remember you can submit comments and questions via email here [email protected] Or you can comment on our YouTube videos and you might as well hit the subscribe button while you're there! 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Welcome to the Market Moment! This week, Matt, Lee, and Eli are looking at Tesla's recent stock rise, the growing stagnation concerns for the economy, and the guys give tax advice as Trump's deductions may go away after 2025. Tesla's stock experienced a significant boost following CEO Elon Musk's visit to China, surging over 16% as the company achieved a milestone in rolling out its advanced driver-assistance technology in the country. This surge was fueled by the removal of restrictions on Tesla's cars by local Chinese authorities, indicating progress in meeting the country's data security requirements. With expectations rising for the availability of Tesla's Full Self-Driving software in China, the world's largest market for electric vehicles, a reported deal with Baidu further enhances prospects by providing access to mapping and navigation technology. Wall Street is increasingly apprehensive about a potential return to 1970s-style stagflation in the U.S. economy, fueled by stubbornly high inflation and signs of economic cooling. This sentiment follows a report indicating slower-than-expected growth and accelerating core inflation, reminiscent of the economic challenges faced in past decades. Stagflation fears had previously peaked in 2022, prompting the Federal Reserve to hike interest rates, though these concerns subsided as inflation pressures eased without significantly impacting economic growth. However, rising interest rates are now contributing to increased borrowing costs, impacting various sectors from mortgages to credit cards. Matt, Lee, and Eli also dive into tax preparation strategies, including considerations such as tax brackets, deductions, and the option to roll over IRAs into Roths. As tax season approaches, understanding these aspects of tax planning becomes crucial for individuals and businesses alike. By providing insights into these topics, the podcast aims to equip listeners with the knowledge needed to navigate the complexities of tax obligations and optimize financial strategies for the future. You can join the Market Moment community on YouTube by subscribing, click here! And if you'd like to send us a question or comment (to avoid a dad joke next week) send them here: [email protected] 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Welcome to the Market Moment! This week, Matt, John, and Lee discuss that six of the "Magnificent 7" (Alphabet, Meta, Microsoft, Amazon, Nvidia, Tesla) have gone down in the stock market. Jonathan Golub from UBS downgraded six of these, signaling a loss in momentum following their biggest market cap drop. This shift reflects concerns about where earnings are growing most, which could cause short-term disruption. Despite this, Golub remains positive about the broader market's trajectory, foreseeing continued growth supported by strong fundamentals and a robust economy. Tesla in particular has been struggling, which spawns a conversation about EVs. Next, the conversation turns to bipartisan worries in Washington about cheap Chinese goods. Both Biden and Trump advocate for tariffs on Chinese imports, though with different approaches. Despite declining steel imports from China, concerns persist about the impact of these goods on the US economy. Trump's proposal for significant tariffs could affect future trade and may have implications for inflation and global economics. Lastly, they cover recent bankruptcy filings by companies like Express and Red Lobster. These companies seek Chapter 11 protection to address financial pressures. Express hopes to facilitate an acquisition, while Red Lobster aims to renegotiate leases and tackle rising costs. Chapter 11 allows these companies to restructure debts while continuing operations, offering a chance for financial recovery. Lee, Matt, and John predict that due to high interest rates, we'll be seeing more businesses in bankruptcy. This week we responded to a comment about countries buying gold. Comment below to give us something to talk about at the end of next week's episode and you can send comments or questions to [email protected] And remember to subscribe to The Market Moment to join the community and check out our other videos! #finance #technews #markettrends #investing #economy #stockmarket #businessnews #financialanalysis #tradingtips #marketupdates #stocks #economicoutlook #china #bankruptcy #investmentstrategy #marketanalysis #economicpolicy #globaltrade #stockmarketupdate #tesla #electriccar #electricvehicle 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

In this episode, Matt, Lee, and Eli delve into three pivotal market topics shaping headlines. First, the episode explores the surge in oil prices following concerns over potential retaliatory actions by Iran against Israel, driving Brent crude to $92.18 a barrel. Secondly, it analyzes the upbeat March retail sales figures, which surpassed Wall Street estimates, highlighting a resilient consumer spending trend despite earlier fluctuations. Lastly, the episode delves into the remarkable rise in gold prices, spurring discussions as some sell the precious metal for immediate financial needs, raising questions about its traditional safe-haven status amidst geopolitical tensions and economic uncertainties. Tune in for expert insights into these dynamic market movements. Email us your comments and questions! We love responding to them on the podcast. [email protected] Check out our YouTube channel to watch Data Brief, the video version of the podcast, and more coming soon! Click here. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week, John and Eli delve into crucial topics shaping the economic landscape. First, they dissect Jamie Dimon's recent shareholder letter, where the JPMorgan Chase CEO expresses concerns about potential risks to the US economy, including inflation, government spending, and geopolitical tensions. Dimon's insights not only highlight the challenges ahead but also offer reflections on the transformative potential of artificial intelligence, hinting at a future with shorter workweeks and significant societal shifts. It does present us with a question though - Should we be worried? Or how worried should we be? And how will that impact our actions now as investors? This week's headlines were also flooded with information about inflation rising which may be connected to the increase of small businesses in the US. John and Eli explore findings from a Federal Reserve Bank of New York survey indicating Americans' anticipation of prolonged inflation and its impact on job security. The surge in small businesses started as side hustles and the increasing enrollment in vocational community colleges reflect a cultural shift away from traditional academic paths, emphasizing the evolving economic landscape and changing perceptions of career trajectories. Eli and John also pose this question to YOU! You can either answer in comment section on our YouTube video or you can email us at [email protected] And you should join the online Market Moment community by subscribing to our channel! Click here! Which generation do you think was better off after graduating high school and/or college? Boomers, Gen X, Millenials, Gen Z? Let us know your thoughts and we'll react in the next episode. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week we are honored to have Stephania Aliaga join the Market Moment. Stephanie is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. In her research, Stephanie has homed in on issues related to the US economy and artificial intelligence. Stephanie, Matt and Lee delve into the global market outlook for the remainder of 2024, particularly focusing on equity and fixed income markets after record highs in the first quarter. We analyze the shifting role of artificial intelligence (AI), once dominant in 2023, and explore its current status and potential future impact on markets, drawing parallels with the tech bubble of the 90s and assessing its longevity. Additionally, they discuss the implications of AI on the average person and whether big names today may fade away within the next decade. Amidst concerns of a looming recession that dominated 2023, they question whether we've truly moved past this economic uncertainty or if it's just the calm before the storm. Furthermore, they speculate future rate cuts and examine the insights of its CEO, Jaime Dimon, whose remarks carry significant weight in market analysis, particularly in light of his past predictions about the stock market bottom in 2020 and recent cautionary statements regarding the outlook of the US economy, hinting at potential pitfalls that warrant our attention. We love your comments and questions! Feel free to send them to [email protected] or by commenting on our YouTube version of the podcast. Thanks for listening!

Welcome to this week's episode of Market Moment! Here are this week's top headlines: Historic Shift in Japan: Explore Japan's economic journey from its 1980s boom to its recent monetary decision, including the long-awaited interest rate hike by the Bank of Japan. We analyze its impact on global investing and ponder Japan's potential for a comeback. Boeing's Leadership Transition: Witness Boeing's response to the 737 Max crisis as CEO Dave Calhoun steps down amidst a major management overhaul. We discuss the implications for the company's brand trust and its future trajectory. Eli references the price of airline stocks over the past five years. Here's a supplemental resource if interested: https://finance.yahoo.com/sectors/industrials/airlines/?.tsrc=fin-srch Housing Hope: Amid concerns in the housing market, we uncover a glimmer of hope as developers pivot towards affordability. Discover the latest trends in new home sales, interest rates, and housing supply, and ponder what this means for prospective homebuyers. Join us as we navigate through these critical market headlines and engage with insightful viewer comments on inflation's impact on consumer behavior. You can email your questions and comments to [email protected] 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Founder of Mach 1 Financial, David Lee, joins Matt and Lee for this week's episode! David discusses the correlation between demographics and market performance, highlighting how consumer behavior is influenced by age and economic factors such as birth rates. He notes the significance of the baby boomer generation's impact on economic activity in the 90s. This is a big part of why Mach 1 Financial supports five local NWA charities to shape the next generation because we know how much it impacts our economy; and, it's also the right thing to do! Additionally, Matt, David, and Lee explore the disparity between investment expectations and reality, emphasizing the importance of maintaining a healthy investing mindset. You can buy David's book "Mission Focused, Purpose Driven" on Amazon! https://www.amazon.com/Mission-Focused-Purpose-Driven-Fulfillment/dp/B0CFD69288 Referenced: "The Psychology of Money" by Morgan Housel. The Five Charities Mach 1 Supports: Loving Choices https://lovingchoices.org/ The C.A.L.L. https://thecallinarkansas.org/nwa Northwest Arkansas Children's Shelter https://nwacs.org/ Children & Family Advocacy Center (CFAC) https://cfacbentonco.com/ Fellowship of Christian Athletes https://www.fca.org/ Sources: https://www.businessinsider.com/economy-us-birth-rate-declining-population-immigration-china-elon-musk-2024-2 https://www.businessinsider.com/elon-musk-pandemic-baby-bust-birth-rate-harmful-civilization-demographics-2021-12 https://www.cnn.com/2021/05/05/health/pandemic-births/index.html https://www.imf.org/en/Publications/fandd/issues/Series/Analytical-Series/new-economics-of-fertility-doepke-hannusch-kindermann-tertilt#:~:text=It%20suggests%20that%20as%20parents,across%20countries%20and%20over%20time You can send us a comment or question at [email protected] 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week on the Market Moment podcast, John, Eli and Matt cover the latest stock market headlines which include bitcoin making record highs thanks to the availability of new ETFs. They also discuss whether or not bitcoin is a legitimate asset to invest in, like in a Roth. Will the advisors embrace bitcoin? Reddit is going public which causes John and the others to ask hard questions: What is their business model? Is this business profitable? Is this a business I want to invest in when I don't understand it? Not too dissimilar from the questions surrounding bitcoin. Lastly, the fast food franchise Wendy's is trending in the news after an announcement in mid-February about a new dynamic pricing model. While the CEO of Wendy's has clarified that Wendy's does not intend to use "surge pricing" which is increasing the price of food during peak eating times, many believe this is exactly what is going to happen. They explain that their model will lower prices during less optimal times (like Sonic's "Happy Hour") but the internet is outraged and demands a boycott on the red-headed girl. Eli, however, thinks this is a genius business strategy. What do you think? The advisors also dive into a comment from the previous episode, which was all about first-time home buyers. You can send us your comments or questions at this email: [email protected] Here's this week's prompt: How do you feel about inflation right now? Do you feel more or less optimistic things will get better? 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

A lot happened in the market today! The news was packed today with stories about Apple's $2 billion fine by the European Commission, Bitcoin reaching a record high, and Nvidia still going strong but the S&P500 hugged a flatline. With this tech rally, there is growing concern that a bubble is building and will eventually burst. A question on everyone's mind is interest rates, are they going to get cut at all this year? There is some relief and hope on the horizon however when it comes to rent prices. The housing market has been a hot topic for many Americans as lower and middle-class people struggled to find affordable housing, either to rent or own. Median rent prices reached an all-time high in 2023 at $2000 but now it's finally starting to lower as the supply of apartments has increased. Homeownership is still the American dream but a lot of that depends on the interest rates. Lastly, Matt, Lee, and Eli discuss flying cars. What was once science fiction has been turning into reality over the past several years, and now a company in California has started its pre-ordering for its new flying car. The company, Alef Aeronautics, has 2,850 in preorders, with each car to be sold for $300,000. Would you buy a flying car? Or is this new business going to crash and burn, or change like EV cars? Elon Musk has some strong opinions about flying cars, and some people on the podcast agree and some disagree... We appreciate your comments and questions. Please let us know below if you agree or disagree that there will be a new entry point for homebuyers in the future, as Lee suggests. The dad joke that Matt refused to share: Knock, knock. Who's there? Cash. Cash who? No thanks, I'll take a peanut. *ba dum ching* 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

In this episode, Matt, Lee, and John discuss the latest market updates such as stocks being flat on Monday, Nvidia keeping its momentum, inflation lingering, rates being high, and on the day of recording (Tuesday, February 27th) the Commerce Department's Census Bureau released its January report for durable goods. They also debate the question, "Is the Dow Industrial Index a good metric anymore?" Lastly, the story of a teenage investor touches their hearts. As always, please leave your comments and questions down below or you'll be hearing a dad joke next week! This week's comment is about investing in your retirement plan at a young age and matching your employer's contribution, but should you pay off your debt first? 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This is a special episode of the Market Moment, as Matt, Lee, and Eli watch some of the most trending finance-related videos on YouTube Shorts. These videos range from practical 401K information, how bad inflation is, the fastest way to get rich allegedly, and how student loans may be a bad idea... Matt, Lee, and Eli offer their insight and opinions, agreeing or challenging some of these videos. Share your favorite finance-related short in the comments below or a question for the podcasters to react to next week! And of course, a disclosure that all of this falls under the realm of fair use. We are commenting on these videos, adding our opinions for discussion and education. We respect all the individual creators who shared their opinions on the internet and we'd love to add to the public discourse. The links to each of these videos are here: *The Average 401k Balances by Age in the US. Data from Fidelity by @humphrey https://youtube.com/shorts/jfqWO4XhV9... *It's Easy to Get Rich by @Chanslaw https://youtube.com/shorts/C2GiBBcCN_... *How Money Has Changed Over The Years by @notlikemama https://youtube.com/shorts/He5bdyJw4n... *The #1 Money Mistake in Your 20's by @GeorgeKamel https://youtube.com/shorts/E3H9IIXAur... *3 Ways to Invest Aggressively in Your 20's by @karltondennis https://youtube.com/shorts/-P2i5Cm7a6... *Inflation is Crushing the Avg American by @KrisKrohn https://youtube.com/shorts/kvxyUnMewM... 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week on the Market Moment, Matt, Eli, and Lee give you the latest U.S. stock updates as the Consumer Price Index was released today, Tuesday, Feb 13th. Notably, we are in an election year, which may have an impact on the market. See this video from Data Brief to learn more! https://youtu.be/HHwF6IA3M-8?si=5r3wkS5_ebpoy81Y America's credit card debt is making headlines... The average American consumer has $6,360 in credit card debt, and the national total is $1.13 trillion, the highest in history. A professor of public policy studies at the University of Chicago and former acting chair of the White House Council of Economic Affairs said that while one trillion is overwhelming, "the reality is that this figure is expected to ascend." Additionally, the interest on these credit cards has risen. According to Bankrate, the average credit card charges 20.74% interest. This compounds and can easily snowball into an overwhelming burden that cripples Americans. Eli, Matt, and Lee also discuss Tesla's new humanoid robots that are expected to replace human factory workers. Here is a video illustrating the robots: https://www.youtube.com/watch?v=cpraXaw7dyc Is this the beginning of the robot apocalypse The panel disagrees. This is progress and the economy will benefit from the cut costs and increase in profits by using these new tools. Agree or disagree? Tell us in the comments! We love answering your comments and questions. This week's comment was about capitalism. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week’s top stories involve massive layoffs from some of the largest companies in the U.S. and a rising concern of what this could foreshadow, a new lawsuit involving corporate landlords being described as cartels for how they’re charging rent, and Wallstreet is bullish on stocks. John, Eli, and Ashton also dive into a comment’s question about the Chinese and American economies. Thanks for listening and be sure to drop your question or comment below so the Market Moment can respond in next week’s episode. This is the article Eli references in the episode: https://awealthofcommonsense.com/2024... 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

The U.S. debt is skyrocketing. It surged to $34,135,530,482,291.88 trillion last week on Thursday according to the Treasury Department, which means it is up $41.1 billion from the previous day. If the U.S. continues on this trajectory, it will nearly double in size over the next three decades and become a burden far exceeding previous levels. John and Lee discuss their opinions on the matter and who's to blame and who could fix it, and if it will be fixed at all. The U.S. stocks haven't changed much as everyone waits for news from the Fed regarding interest rates, and news concerning the U.S. jobs report. Big tech, however, A.I. and corporate profits are up, which is a good sign for the economy, at the moment. John shares his feelings on what possible consequences we will see in the near future from the COVID payments. The European Union told Amazon they could not proceed with their acquisition of the company iRobot which makes smart vacuum cleaners. Amazon was looking to expand their in-home smart technology but now that they are not able to proceed with the deal, iRobot has laid off 31% of its workers and struggling. This topic brings up the question of how big does a company get to where it becomes a monopoly, and must be stopped before buying out the competition? Lee and John also respond to a viewer's question on when exactly the recession started: was it during covid, or are we currently in a recession now, or have we avoided it? 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

In this episode, Eli and John touch on the latest stock news, such as the Tech Sector outpacing the S&P500 but some stocks are lagging... A Bank of America survey conducted from Jan 5th-11th showed investors see large-cap companies underperforming small-cap companies in the next twelve months for the first time since June 2021. John and Eli also discuss the issues of U.S. spending, American credit card debt, and its connection to unemployment and a possible recession; and maybe, recessions aren't a bad thing. They conclude with a YouTube comment discussing last week's housing shortage episode and whether "shelter is a human right" or "a need" and what the differences are between the two. Leave your comments and questions below so they can be featured in next week's episode! 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt, John, and Eli discuss the market moment with news of a bipartisan child tax credit change, the housing market starting to ease up, and Burger King bought for $1 billion in cash. Matt, John, and Eli also discuss a recent YouTube comment that sparked an interesting conversation. Remember to leave us comments or questions, or else you'll get a Dad Joke in next week's episode. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt and Lee discuss a Federal Reserve Bank of New York survey published on January 8th describing Americans feeling more optimistic about inflation and how inflation truly impacts people's raises. They also touch on the global economy as artificial intelligence and current geo-political tensions rise. TikTok is making headlines as it impacts the economy with consumers rushing to stores for their favorite Stanley Tumbler while trampling others... 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt and John discuss some of the latest headlines from across finance and business news which predict a recession is on the way. They also discuss how the unemployment rate is involved with any potential recession and how a low unemployment rate could be a factor in the lack of entry workers in the service industry. Bitcoin is trending again, and Matt and John dive into it. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Ashton Davis is a new advisor on the podcast who recently graduated from the University of Arkansas. Her experience as a recent graduate and homeowner lends a fresh perspective to the table and launches a conversation about the up-and-coming generation's outlook on the market. Additionally, Lee, Eli, and Ashton discuss U.S. stock prices and whether interest rates will be cut in 2024. Speaking of 2024, Lee asks the question, "Are delivery drones even profitable?" They are becoming more popular but is it just a fad, or are we seeing the beginning of the new norm? 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Lots of predictions on just how much the Fed might cut rates in 2024. Matt, Lee, and John share their opinions and discuss whether the Fed should cut rates at all. Plus, some Star Wars memorabilia breaks a Guinness world record at auction. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Charlie Munger, famed business partner of Warren Buffett, passed away last week at the age of 99. Matt, Lee, and Eli take a look back at his legacy and some of his witty words of wisdom. Plus, while investors are eager for policy to relax, the Federal Reserve is warning not to be premature in speculation. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Some good news/bad news for the holiday shopping season. Black Friday and Cyber Monday saw record sales along with a big uptick in online transactions. But Lee, David, and Eli give their take on the somewhat bleak outlook for the remainder of the shopping season. Plus, Eli gives Lee and David a pop quiz on the housing market. And the guys give their thoughts on the recent market rally as we begin to close out 2023, including how demographics and consumer spending might mean some hope on the horizon. Learn more about Mach 1 Financial Group 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

This week's special Thanksgiving episode is a little different... Matt and John are joined by Rachel to talk about some interesting facts about Thanksgiving spending. The three discuss family traditions, what they're grateful for, and when it is appropriate to put up your Christmas tree. Plus, they predict the outcomes of this week's NFL games. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Several outlooks have been released for 2024, and some are calling for a stressful year for the economy. Are these outlooks too bleak, on the money, or something in between? Lee, John, and Eli take a look at these predictions from several different angles. Learn more about Mach 1 Financial Group by clicking here. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Stocks are coming off their best week of 2023 as the Fed announces it will hold rates steady and the October jobs report shows fewer added workers than expected. Many investors noticed the shift in the Fed's language and are hoping it might signify their willingness to end rate hikes. Plus, what are you most concerned about as an investor over the next 12 months? A new survey shows the top answer is NOT inflation or rate hikes at all. Learn more about Mach 1 Financial Group by clicking here. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Does buying candy for Halloween feel like it's emptying your wallet? A new report shows inflation has hit candy even harder than other grocery items in 2023. Plus, will the UAW deal with the Big 3 automakers come back to haunt consumers? And the Fed is expected not to hike rates this week, but Lee, John, and Eli give their take on whether we should stop caring so much about what the Fed is doing on a weekly basis. Learn more about Mach 1 by clicking here. 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt, Lee, and Eli discuss a big milestone for treasury yields. Plus, General Motors beats third-quarter expectations, but pulls previous earnings guidance for the year in the wake of the UAW strike. And why do some people who "feel" wealthy don't actually believe they're wealthy? 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

A strong start to earnings season has some wondering whether we're headed for a soft landing. Plus, a lot of uncertainty across the globe has investors concerned. The JPMorgan Chase CEO went as far as to call this possibly the most dangerous time the world has seen in decades. The guys give their take on the bold statement. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

We're trying something a little different today! We did some digging on TikTok for financial advice and picked five of those videos to show to Matt, Lee, and John. These "financial tips" covered everything from reasons to keep everything in cash to why you shouldn't buy a jet. The guys had no idea ahead of time what videos they'd be watching, so it should be a fun ride! Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

The federal government avoids a shutdown... for now. But what's in store for the market if a new agreement isn't reached when the short-term deal runs out on November 17th? Plus, as many as 40 million Americans now have a student loan payment after the three-plus-year pause comes to an end. Matt, Lee, and Eli discuss why that could have an immediate impact on the economy. And we're learning more about former FTX customers who lost thousands, even millions, in the company's collapse. But many of them say they still believe in crypto. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt and Lee are joined by special guest Jack Manley, Global Market Strategist for JP Morgan. Jack gives his take on the path forward for the Federal Reserve, what risk their policies pose for the market, and what sees as policy missteps. He also discusses why he believes fixed income is more appealing than equity investments over the course of the next 12 months and how he defines a quality investment. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Thousands of unionized auto workers have gone on strike, halting production at auto plants of three of the largest companies. Matt, Lee, and Eli discuss what the long-term effects might be if the strike progresses or escalates further. Plus, remember the Clorox wipe shortage of the COVID pandemic? We might see another dip in supply as Clorox deals with the aftermath of a cyber attack. And believe it or not, the holiday shopping season has begun for many. The guys look at the latest numbers from Bankrate on how shoppers are feeling after the financial struggles of 2022. "Mission Focused. Purpose Driven." By David Lee: https://a.co/d/j3flCUK Data Brief: https://www.youtube.com/playlist?list=PLxoIb7Y2bSarOMo-e0aeAZJQaoYUVwjd5 Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt and Eli discuss a new report that the Federal Reserve might be ready to relax restrictions. Plus, the FDIC admits fault with its supervisors in the First Republic Bank failure. The guys also discuss why it's important not to look at your investments as a cash balance. And can $50 truly change the trajectory of a child? Matt and Eli explain why it's not the money itself, but the habits and expectations it creates. Link to full interview with William Elliott III: https://publicengagement.umich.edu/unleashing-the-power-of-childrens-savings-accounts/ Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt, Lee, and Eli discuss how an uptick in unemployment might signal that the Fed's battle against inflation could be taking hold. Plus, retailers are having a tough time getting consumers interested in big-ticket items such as appliances. And we sit down with former Razorbacks head coach Ken Hatfield, who gives his take on the upcoming Hogs season, the changes in college football since his retirement, and his favorite memories as a coach and national champion player. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt, John, and Eli dissect some of the recent comments from Fed Chairman Jerome Powell. Plus, is this the worst housing market ever for first-time home buyers? We take a look at the inflation-adjusted numbers. And Zillow looks to ease the pain with a new 1% down payment program. But are they taking on too much risk? Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Remember all of the money people were saving during the pandemic? Matt, Lee, and Eli take a look at a new report showing how much of that could be gone by the fall season. Plus, Americans are demanding more money when presented with the opportunity to switch employers, which might be a reason for the Fed to keep rates high a bit longer. And Mach 1 Founder David Lee shares his message for finding purpose in success with his new book "Mission Focused. Purpose Driven." Link to "Mission Focused. Purpose Driven." - https://shorturl.at/koxGR 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt, John, and Eli take a look at the latest CPI report, which ticked upward annually for the first time in more than a year. Plus, the guys debate over whether one-year returns should matter to the long-term investor. And inflation does not appear to be hitting travelers' wallets when it comes to upgraded seating. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

Matt and John are joined by special guest Strider Elass, Senior Economist for First Trust. Strider gives his view on a variety of topics including if he thinks a recession is coming, his opinion on yield curves, and what he thinks the market will look like by end-of-year. Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 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 firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/