Life in the Markets

Big Tech's massive AI spending is producing weak cash flow, and investors are starting to demand a return. At the same time, American households are spending faster than they earn, with the personal savings rate at its lowest level since 2008. In this week's Life in the Markets, Stephen Rohrer unpacks the market news and shares what Rockefeller, a farmer's spring planting, and the Parable of the Pearl teach us about wise stewardship.

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without 

When markets get shaky, like they did last week, most of us have that same instinct: play it safe. But what if playing it safe is actually the riskiest move you can make with your portfolio?

In the next few minutes, you'll learn why risk is data, not something to run from, what a risk-off market really tells us, and why the same lesson applies to your life's work.

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Purchase Tim's Book, The Good Steward

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

You’ve probably heard about the latest inflation reports, but what do the Consumer Price Index (CPI) and Producer Price Index (PPI) actually measure, and why should you care? In this week’s Life in the Markets, Steve Virkler explains the difference between the two, what September’s numbers showed, and a few simple steps to help your budget and savings keep pace with sticky inflation.

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Purchase Tim's Book, The Good Steward

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

Midterm election years have historically brought more market ups and downs, and the year after has often looked quite different. In this episode, we look at why elections tend to stir up uncertainty, what the historical pattern has been, and how to keep it in perspective for your long-term plan. Past results don't guarantee what happens next, but understanding the history can help you stay calm and focused.

Visit the Show Notes page.

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Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

Last week, the 10-year Treasury yield hit its highest level since 2007, yet most major stock indices still finished the week higher. In this week's update, we break down what's pushing bond yields up, why the move may not be as alarming as the headline suggests, and why we're keeping a close eye on the cost of the AI buildout. Watch the video or read the full article to see what it means for you.

Visit the Show Notes page.

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Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

The Fed raised rates this week, and the bond market barely blinked. The 10-year Treasury briefly crossed 5% for the first time since 2007 before settling at 4.991%, but yields stayed remarkably flat, a far cry from the wild ride of 2022 and 2023. This week we explain why the percentage change matters more than the basis points, and why bonds may finally be getting back to being the boring, steady part of your portfolio.

Visit the Show Notes page.

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Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

Visit TheLifeGroup.org

The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

This week brought a strong jobs report, a hotter-than-expected core CPI, and housing affordability slipping further out of reach. But underneath the headline numbers is a quieter trend worth our attention: men's employment has gone flat while women's has climbed, and the marriage data suggests that shift reaches well beyond anyone's portfolio.

Visit the Show Notes page.

Watch on YouTube

Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

Visit TheLifeGroup.org

The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

Kevin Warsh gave his first Jackson Hole speech as Fed chairman on Friday, and while he never said the words "rate hike," traders heard them anyway. Odds of a September increase jumped from 35% to 62% by the afternoon. We also look at a new Venezuela oil deal, Nvidia's blowout quarter, and why the jobs report this Friday may matter more than anything Warsh said.

Visit the Show Notes page.

Watch on YouTube

Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

Visit TheLifeGroup.org

The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

The national debt crossed $40 trillion this week, and it took just four and a half years to add the last $10 trillion of it. Meanwhile, the Fed and the Treasury spent the week moving in opposite directions on bond rates... One willing to let them rise to bring inflation down, the other buying bonds to push rates lower. Here's what that means for the overall markets.

Visit the Show Notes page.

Watch on YouTube

Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

Visit TheLifeGroup.org

The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC

Inflation is finally cooling, but why doesn't 3.4% feel like it? This week we break down what's really driving the numbers, why bankruptcies are quietly climbing even as the S&P 500 hits new highs, and what a wave of trillion-dollar IPOs (including Anthropic's) might be telling us about where this market is headed. 

Visit the Show Notes page.

Watch on YouTube

Subscribe to The Stewardology Podcast

Purchase Tim's Book, The Good Steward

Visit TheLifeGroup.org

The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  All information herein is from sources believed reliable but is not guaranteed for accuracy or completeness. The team assumes no liability for any errors, omissions, or actions taken based on this material. Information is as of the date stated and subject to change without notice. Securities and advisory services offered through GWM, Inc, Member FINRA/SIPC