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Market Chatter: Software Market Implodes
"In that moment, the market decided, 'my gosh, people are going to build their own enterprise software by vibe coding through AI.”
"It's funny at the index level to see that we're in one of the lowest S&P volatility periods. But if you look under the hood, there's just like, fire and cascades in different parts of the market."
AI is shaking up the stock market, but not in the way most expected. In this episode of Market Chatter on Wealth Unplugged, we break down why software stocks are taking a massive hit and what it means for your portfolio. We also dive into the surprising surge in small caps and international stocks, share our thoughts on the Fed's next moves regarding inflation, and discuss the stark realities of the "K-Shaped" economy dividing American wealth.
Key Topics:
- Intro & The "SaaSpocalypse" - (00:00)
- Is the AI Infrastructure Build-Out a Bubble? - (08:30)
- A Healthy Market Rotation: Small Caps & International Surging - (14:20)
- Fed Rate Cuts, Inflation Realities, & New Leadership - (24:20)
- The K-Shaped Economy: The Growing Divide in American Wealth - (31:40)
This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.
You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.
Follow Joey & Strivus on Social Media:
- Twitter (X)
Read our audio, video, and written content disclaimer here.
View all episodes
By Joey Loss, CFP®"In that moment, the market decided, 'my gosh, people are going to build their own enterprise software by vibe coding through AI.”
"It's funny at the index level to see that we're in one of the lowest S&P volatility periods. But if you look under the hood, there's just like, fire and cascades in different parts of the market."
AI is shaking up the stock market, but not in the way most expected. In this episode of Market Chatter on Wealth Unplugged, we break down why software stocks are taking a massive hit and what it means for your portfolio. We also dive into the surprising surge in small caps and international stocks, share our thoughts on the Fed's next moves regarding inflation, and discuss the stark realities of the "K-Shaped" economy dividing American wealth.
Key Topics:
- Intro & The "SaaSpocalypse" - (00:00)
- Is the AI Infrastructure Build-Out a Bubble? - (08:30)
- A Healthy Market Rotation: Small Caps & International Surging - (14:20)
- Fed Rate Cuts, Inflation Realities, & New Leadership - (24:20)
- The K-Shaped Economy: The Growing Divide in American Wealth - (31:40)
This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.
You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.
Follow Joey & Strivus on Social Media:
- Twitter (X)
Read our audio, video, and written content disclaimer here.