#16 – Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay
Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson raising […]
#15 – The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers
Wes invites Connor Miller, Capital Investment Advisors’ Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament’s concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California’s minimum wage. Finally, they talk […]
#14 – Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out
Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stocks, […]
#13 – Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally
Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter […]
#12 – Farm-aceuticals And How Food Impacts Health with Dr. William Li
Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease,” joins this episode to share […]
#11 – Inflation, COVID Lessons, Microsoft, And Economic Cognitive Dissonance
Wes is joined by Connor Miller, the Chief Investment Officer for Capital Investment Advisors, on today’s episode of the Money Matters podcast. They cover the latest inflation news, carefully reflect on lessons learned from the challenging COVID era, and analyze the fascinating origin story of Bill Gates and Microsoft. Finally, they examine why so many people haven’t […]
#10 – How To Maximize Social Security And Medicare With Mary Beth Franklin
Wes welcomes back Social Security virtuoso Mary Beth Franklin to help retirees maximize this crucial income stream despite the overwhelming rules and regulations. Then, they analyze the differences between different Medicare plans and discuss which ones might suit which people. Mary Beth offers the most up-to-date information and context and keeps Wes on his toes. Read The […]
#9 – Does Warren Buffett Think The Market Is Overvalued?
On today’s episode, Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They analyze Warren Buffett’s annual letter to shareholders and what Berkshire Hathaway’s abundant cash reserves might signify about market confidence. They also discuss housing prices, the confusion about Wendy’s new pricing announcement, meat thermometers, personal consumption […]
#8 – Walmart, Capital One, Nvidia, Dow Jones, Airline Thought Experiment, The FED, and The Psychology of Money
On today’s episode, Wes is joined by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors. They tackle the news about Walmart’s earnings announcements, Capital One agreeing to buy Discover Financial, Nvidia as a juggernaut, a rare change in the Dow Jones, and a thought experiment about airline monopolies. They then analyze the FED trying […]
#7 – Future Interest Rates In A Larry David Economy, NVIDIA, Behavioral Finance, and SWAN
Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio on today’s podcast. They lament the end of football but get straight into financial news. They explain the dynamic of a “Larry David Economy” and discuss what it could mean for the Fed’s future interest rate decisions. They analyze energy behemoth NVIDIA, delve […]
