Is NVIDIA’s earnings report about to move the entire market? And are we overhyping AI all over again?

In this episode of The Market Moment, Matt and John dive deep into the biggest story driving markets right now: AI spending, Big Tech dominance, and NVIDIA earnings. With sky-high expectations, massive data center growth, and the Mag 7 under pressure to deliver perfection, the question isn’t just whether NVIDIA beats earnings — it’s how the market reacts.

Will a strong report reignite AI momentum?

The conversation explores whether we’re seeing healthy market rotation away from mega-cap tech, or if an AI pullback could drag the broader market down with it. From valuation resets to comparisons with the dot-com bubble and the 2008 financial crisis, Matt and John unpack what’s different this time — and what might not be.

They also zoom out to the bigger question:

📊 Key Topics Covered:

 ➡️ NVIDIA earnings expectations and market reaction scenarios

While NVIDIA has surged over the past year, other major tech names have pulled back significantly — and yet the broader market has held up. Is this a sign of a healthier, more diversified market? Or is AI still the linchpin holding everything together?

Matt and John also share how AI is impacting their own firm — from operational efficiencies to implementation strategy — and whether they believe AI will truly “change everything” or simply evolve into another powerful (but incremental) technological advancement like the internet.

If you’re an investor wondering:

This episode is for you.

Enjoyed the conversation?

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📌 About The Market Moment Podcast:

Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️  Disclosure:

The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

How do short-term market swings impact long-term retirement plans—and should you actually do anything when volatility spikes? In this episode of The Market Moment, Matt and Eli break down what recent market volatility really means for investors, especially those in or nearing retirement. While the headlines may focus on pullbacks in big tech and daily market swings, the bigger question is whether short-term events should change a well-built financial plan.

The conversation explores why volatility is historically normal, how bull markets regularly include 5–20% pullbacks, and why reacting emotionally can derail long-term outcomes. Using real data—from S&P 500 down days to the impact of missing just a handful of the market’s best days—Matt and Eli explain why discipline and preparation matter far more than prediction. They also dive into current market rotation, with money shifting away from large-cap tech and into sectors like energy, consumer staples, and international markets. For diversified investors, this shift may actually be a healthy and overdue development.

Most importantly, the episode focuses on retirement planning: how to structure income, why holding accessible cash can provide decision-making confidence, and how setting realistic return expectations (not 12% per year) helps build a plan that can withstand five to ten years of uncertainty.

Key topics include:

➡️ How short-term volatility impacts long-term retirement plans

➡️ Why intra-year drawdowns are completely normal—even in positive years

➡️ The surprising number of 1% down days in a typical year

➡️ Why missing the market’s best days can dramatically hurt returns

➡️ V-shaped recoveries and emotional decision-making

➡️ Sequence of returns risk in retirement

➡️ The importance of diversification during market rotation

➡️ Growth vs. “boring” sectors outperforming in 2025

➡️ Setting realistic return expectations for moderate portfolios

➡️ Why having a plan before volatility hits changes everything.

The episode wraps with a reminder that good markets are the best time to prepare for difficult ones. Locking in gains, managing risk, and building an income strategy before volatility shows up can make all the difference when it does.

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

How should investors react when markets get volatile—and headlines get loud?

In this episode of The Market Moment, Matt, John, and Lee break down what volatility really means, why it isn’t always a bad thing, and how long-term investors can stay disciplined when fear and greed start creeping in. The conversation covers why volatility is a normal part of investing, how emotional decision-making often causes more damage than market pullbacks, and why “staying the course” only works if your portfolio is built for your true risk tolerance. The team shares real-world examples—from tariff scares to market recoveries—to show how panic selling can cause investors to miss long-term gains.

They also explore portfolio rebalancing at market highs, diversification beyond U.S. stocks, and why today’s shift from growth to value stocks may actually be a healthy sign for the broader market. From midterm election years to the January Barometer, the episode provides historical context without falling into market-timing traps.

Key topics include:

➡️ What market volatility really means (and why it’s often misunderstood)

➡️ Fear vs. greed and how emotions impact investment decisions

➡️ Why staying invested matters more than timing the market

➡️ Rebalancing strategies during record market highs

➡️ Risk tolerance vs. risk capacity—knowing what you can truly handle

➡️ Midterm election years and historical market volatility

➡️ Diversifying beyond U.S. equities and across market sectors

➡️ Growth vs. value stocks and signs of a broadening market

➡️ Why ignoring market “noise” is critical for long-term success

The episode wraps with a discussion on market leadership shifting away from the Mag 7, what that means for investors going forward, and why building a portfolio you can stick with—through good markets and bad—is the real key to long-term success.

Enjoyed the episode? Don’t forget to:

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#marketvolatility #investing #riskmanagement #staythecourse #longterminvesting #portfoliomanagement #financialplanning #themarketmoment #marketpsychology

🍿 Watch Next: https://www.youtube.com/watch?v=8VAQZvQRhIE&t=1s

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

How do you build an investment portfolio you can actually stick with—when markets get volatile and when they’re ripping higher?

In this episode of The Market Moment, Matt, John, and Isaac break down what it really means to build a diversified portfolio that fits your true risk tolerance, not just the one you think you have during a bull market. From fear and greed to rebalancing discipline, the conversation digs into why portfolio construction is harder today than ever—even though access to investing has never been easier.

The team shares real-world examples of market drawdowns, investor behavior, and why knowing why you own each investment matters more than chasing performance. They also explore how diversification goes far beyond “stocks vs. bonds,” touching on annuities, international equities, alternatives, commodities, and the recent volatility in gold and silver—and what those moves mean (and don’t mean) for long-term investors.

Key topics include:

➡️ How to assess your real risk tolerance (and why most investors overestimate it)

➡️ Fear vs. greed and how emotions derail long-term plans

➡️ Why timing the market means being wrong twice

➡️ Rebalancing strategies—and how often is too often

➡️ Stocks vs. bonds vs. annuities: what role each can play

➡️ U.S. vs. international investing and sector diversification

➡️ Alternatives, private markets, and what to watch out for

➡️ Gold and silver volatility—and why perspective matters

➡️ Building a portfolio you can stick with in good times and bad

The episode wraps with a timely discussion on recent moves in precious metals, why big price swings can test investor discipline, and how having a clear investment plan helps cut through the noise.

Enjoyed the episode? Don’t forget to:

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#diversification #investing #riskmanagement #portfolioconstruction #financialplanning #themarketmoment #marketpsychology #longterminvesting

🍿 Watch Next: Eli's latest Data Brief.... https://www.youtube.com/watch?v=8VAQZvQRhIE&t=1s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=ydvl4eQgu_s&t=1370s

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

Can you transition into retirement without walking away from purpose, income, or flexibility? In this episode of The Market Moment, Matt, Eli, and John explore the growing trend of phased retirement—and why it may be a smarter alternative to retiring “cold turkey.”

Fresh off snowmageddon and fueled by very little sleep, the team dives into real-world retirement planning conversations they’re having with clients right now. From easing out of high-stress careers to managing market risk, health insurance, and early distribution rules, this episode unpacks what it actually takes to retire earlier—or more gradually—without making costly mistakes.

Key topics include:

➡️ What phased retirement really means (and why it’s becoming more popular)

➡️ Retiring early vs. retiring with purpose

➡️ Fixed vs. variable expenses in retirement planning

➡️ Health insurance challenges before Medicare

➡️ The Rule of 55 and Rule of 72(t) explained

➡️ Why brokerage (non-qualified) accounts matter

➡️ Market expectations, risk tolerance, and planning for long time horizons

➡️ Gold, silver, Bitcoin, and patience in long-term investing The episode also touches on market history, investor behavior during strong bull markets, and why long-term planning has become more complex—even as access to investing has never been easier.

Resources: https://x.com/EricBalchunas/status/2015922317558214938  https://x.com/awealthofcs/status/2015784133838966792

Enjoyed the episode? Don’t forget to:

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#phasedretirement #retirementplanning #earlyretirement #financialplanning #themarketmoment

🍿 Watch Next: Check out Eli's series Data Brief... https://youtube.com/playlist?list=PL7onZkrOqEIaQZmneSvzld8uVocUpUCLm&si=5XA9ZrYY-axed58l

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=Tq3HGgDfAr8

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

Market volatility, geopolitical headlines, and nonstop news can make investing feel overwhelming — even when long-term fundamentals haven’t changed.

In this week’s Market Moment, Matt and Lee unpack a sharp market sell-off driven by global headlines, investor sentiment, and geopolitical uncertainty. They discuss why markets reacted so strongly, what was really behind the “sell America” trade, and why short-term volatility is often a normal — though uncomfortable — part of investing.

The conversation then shifts into a deeper discussion around one of the biggest challenges investors face today: investing feels easier than ever, yet managing investments well is harder than ever. Matt and Lee explain why access to investing has never been simpler, but building and sticking with the right portfolio requires discipline, planning, and emotional control.

They also break down why comparing every portfolio to the S&P 500 can be misleading, how diversification plays a critical role in risk management, and why long-term planning should evolve as your financial situation changes.

Key topics:

➡️ Market volatility and recent sell-offs

➡️ Geopolitical headlines and investor sentiment

➡️ Interest rates, treasuries, and mortgage impacts

➡️ Why the S&P 500 isn’t the right benchmark for most investors

➡️ Diversification, risk management, and portfolio construction

➡️ Investing psychology: fear, greed, and emotional discipline

➡️ Warren Buffett’s perspective on risk and preservation of capital

➡️ How AI and technology are changing investing and financial advice The Market Moment Headlines:

➡️ Global market reaction to geopolitical news

➡️ U.S. dollar, treasury, and crypto sell-offs

➡️ What to watch coming out of Davos

📊 Whether you’re just starting out or well into your financial journey, this episode highlights why long-term planning, diversification, and staying disciplined matter far more than reacting to headlines.

And as always: consulting a financial planner can help you align your investments with your personal goals and risk tolerance.

Enjoyed the episode? Don’t forget to:

👍 Like

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#MarketVolatility #InvestingPsychology #Diversification #S&P500 #FinancialPlanning #MarketUpdate #InvestorBehavior #PersonalFinance #Mach1Financial #MarketMomentPodcast

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Last week's episode... https://www.youtube.com/watch?v=omAlf6Cl03E&t=1s

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

If you’re nearing retirement, producing income from your investments isn’t just about returns — it’s about avoiding the mistakes that could reduce your lifestyle. In this week’s Market Moment, Matt, Isaac, and John break down the most common ways investors try to produce income from their portfolios — and the real pros, cons, and risks behind each approach.

They discuss income annuities, dividend-paying stocks, covered call ETFs, real estate, and why taxes, risk tolerance, and planning matter far more than chasing high yields. The guys also cover some of the latest market headlines, like President Trump’s proposal for a 10% cap on credit card interest and the current inflation rate.

Key topics:

➡️ How to generate income from investments

➡️ Income annuities: benefits and limitations

➡️ Dividend stocks vs total return strategies

➡️ Covered call ETFs & option-based income strategies

➡️ Real estate as a cash-flowing investment

➡️ Tax implications of dividends vs capital gains

The Market Moment Headlines:

➡️ Inflation update (2.6%) and market reaction

➡️ The proposed 10% credit card interest rate cap — pros & unintended consequences

📊 Whether you’re retired, nearing retirement, or planning ahead, this episode helps you understand what can go right — and what can go wrong — before relying on investment income. And as always: consulting a financial planner is a great way to understand your personal situation.

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#RetirementIncome #InvestingStrategies #DividendStocks #IncomeAnnuities #MarketUpdate #Inflation #CreditCardInterestCap #PersonalFinance #Mach1Financial #MarketMomentPodcast

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📌 About The Market Moment Podcast: Hosted by advisors from Mach 1 Financial Group, LLC — a Registered Investment Advisor located in Rogers, Arkansas. We break down market trends, personal finance, retirement planning, and investing topics every week for everyday investors.

⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

Can you retire before age 59½ without costly penalties or tax mistakes? In this episode of The Market Moment, Matt, John, and Isaac break down what early retirees need to know—and what most people miss.

Kicking off 2026, the team dives into one of the most common questions they hear: How do you plan for retirement if you want to stop working early? The discussion covers why age 59½ matters, how to bridge the income gap, and why relying on a single retirement account can limit your options.

Key topics include:

➡️ Why 59½ is a critical retirement milestone

➡️ Planning strategies for early retirement

➡️ Using multiple savings buckets (401(k), Roth, and taxable accounts)

➡️ Health insurance costs before Medicare

➡️ The Rule of 72(t) and Rule of 55 explained

➡️ Market trends, global events, and investor sentiment entering 2026

The episode also touches on recent market performance, technology and semiconductor trends, and what could shape markets in the months ahead.

Enjoyed the episode?

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#RetirementPlanning #EarlyRetirement #FinancialPlanning #PersonalFinance #InvestingEducation

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🎙The Market Moment Podcast! Last week's episode... Happy new year! https://www.youtube.com/watch?v=k0MqbWhtcyw&t=1263s

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⚠️ Disclosure: The views expressed in this video are solely the opinions of the participants and are provided for informational purposes only. They should not be construed as investment advice, a recommendation, or a guarantee of future performance. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any securities or companies mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell. For more information about Mach 1 Financial Group LLC, please refer to our current disclosure brochure available through the SEC website or at disclosures.mach1fg.com.

The hosts of the Market Moment podcast are employees of Mach 1 Financial Group LLC. Mach 1 is a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1’s current written disclosure brochure is available through the SEC website and at Disclosures.mach1FG.com.

How was 2025? Did it turn out the way we expected? And what's on the horizon?

Welcome to another episode of The Market Moment with Matt, Lee, and John. In today’s discussion, the guys look back on their predictions in December 2024 for what 2025 would look like. Matt, Lee, and John revisit prior market outlooks, discuss why forecasts are often unreliable, and reflect on what actually drove market returns throughout the year. They also discuss their 2026 predictions and answer a listener’s question from the comment section concerning RMDs.

The episode also explores broader economic themes, including labor market trends, inflation concerns, interest rate policy, tax changes, tariffs, and consumer spending. The guys share their perspectives on market rotation, diversification beyond large-cap technology, and what factors could influence markets and the economy in the year ahead.

🔍 Key Topics Covered

-Taking RMDs from multiple IRAs vs. one IRA

=Market predictions vs. actual results

-S&P 500 year-end performance

-Large-cap tech and market rotation

-Labor market and inflation risks

-Economic outlook and diversification

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#TheMarketMoment #RetirementAccounts #MarketOutlook #StockMarketDiscussion #SP500 #EconomicOutlook #InvestingEducation #LongTermInvesting

🍿 Watch Next: Check out Eli's show Data Brief https://www.youtube.com/watch?v=3I3iIN7D360&t=3s

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⚠️ Disclosure: The hosts of the Market Moment podcast are employees of Mach 1 Financial Group LLC. Mach 1 is a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1’s current written disclosure brochure is available through the SEC website and at Disclosures.mach1FG.com.

Confused about required minimum distributions? You're not alone.

Welcome to another episode of The Market Moment with Matt, Lee, and John. In today’s discussion, we break down Required Minimum Distributions (RMDs), current Federal Reserve policy expectations, recent market trends, and broader economic insights that may impact retirees, investors, and individuals planning ahead. Whether you're already taking RMDs, preparing for retirement, or simply trying to stay informed about market conditions, this episode offers a clear overview of key rules, deadlines, and planning considerations — including common misconceptions, inherited IRA rules, the 10-year withdrawal requirement, QCDs, and unique scenarios involving spouses and beneficiaries.

We also cover important updates on the Federal Reserve’s upcoming meeting, rate cut expectations, potential policy changes, consumer trends, wage growth, and the shifting stock market landscape—from dividend-focused “Dogs of the Dow” to interest-rate-sensitive sectors and small-cap performance.

🔍 Key Terms Covered

Required Minimum Distributions

RMD age changes

IRS life expectancy tables

Inherited IRA rules 10-year IRA withdrawal rule

QCDs explained

Roth IRA RMDs

Retirement tax planning

Fed rate cuts 2024 / interest rate outlook

Market volatility & economic trends

Dividend stocks / Dogs of the Dow

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#rmds #retirementplanning #financialplanning #inheritedira #fedmeeting #marketupdate #interestrates #dividendstocks #personalfinance #investinginsights

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⚠️ Disclosure: The hosts of the Market Moment podcast are employees of Mach 1 Financial Group LLC. Mach 1 is a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1’s current written disclosure brochure is available through the SEC website and at Disclosures.mach1FG.com.