Money Talk Podcast

Advisors on This Week’s Show

Kendall Bauer

Mike Hoelzl

Kyle Tetting

Engineered by Jason Scuglik

Advisors on This Week’s Show

Kendall Bauer

Mike Hoelzl

Kyle Tetting

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 25520, down 761 points or 2.9%

S&P 500 – 7458, down 118 points or 1.6%

Dow Jones Industrial Average – 52146, down 491 points or 0.9%

10-year U.S. Treasury Note – 4.55%, down 0.02 point

On this week's episode:

Build a balanced portfolio, don't just chase the winners.

Earnings so far have been strong, and we'll continue to learn about the effects of of AI spending.

AI might reshape how we think about password security. Two-factor authentication is important!

US Inflation is hotter than the rest of the world.

And more!

Advisors on This Week’s Show

Art Rothschild

Steven Giles

Tom Booth

Kyle Tetting

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 26282, up 449 points or 1.7%

S&P 500 – 7575, up 92 points or 1.2%

Dow Jones Industrial Average – 52637, down 263 points or 0.5%

10-year U.S. Treasury Note – 4.57%, up 0.08 point

On this week's episode:

Reminder: Elon Musk is not your boyfriend.

We're seeing some risks in concentrating your investments to one specific index. Don't put all your eggs in one basket. Remember what Steve wrote in his article about diversification this week!

While AI is a near-term inflation problem, it may prove to be a long-term inflation solution.

Consumer credit plunged in May, elevated mortgage rates and record high prices resulted in fewer home sales in June, the labor market remains stable.

And more!

Advisors on This Week’s Show

Adam Baley

Dave Sandstrom

Tom Papenfus

Kyle Tetting

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 25833, up 535 points or 2.1%

S&P 500 – 7483, up 129 points or 1.8%

Dow Jones Industrial Average – 52900, up 1024 points or 2.0%

10-year U.S. Treasury Note – 4.49%, up 0.11 point

Advisors on This Week’s Show

Michael Hoelzl

Art Rothschild

Kyle Tetting

Steve Giles

With  Max Hoelzl

Engineered by Jason Scuglik

Kyle and the team discuss a mid-year recap of the markets.

Advisors on This Week’s Show

Michael Hoelzl

Art Rothschild

Kyle Tetting

Steve Giles

With Max Hoelzl

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 26518, up 629 points or 2.4%

S&P 500 – 7501, up 69 points or 0.9%

Dow Jones Industrial Average – 51656, up 362 points or 0.7%

10-year U.S. Treasury Note – 4.45%, down 0.03 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

The Iran crisis reinforced the global economy's resilience. Markets and industries adapted, countries with strategic energy reserves fared better, energy efficiency continues to improve, and AI-related investments helped support markets during the turmoil.

The Fed signaled a more hawkish tone under Chairman Kevin Warsh. The dot plot points to possible future rate hikes, Warsh maintained his skepticism toward forward guidance, and new internal task forces suggest a broader review of how the Fed operates without threatening its independence.

Corporate earnings expectations remain strong. After 29.3% earnings growth in the first quarter, analysts expect 22.9% growth in the second quarter and roughly 25% growth for full-year 2026.

Economic data continue to point to moderate but positive growth. Retail sales exceeded expectations and consumer spending remained healthy, while mixed housing and leading indicator data suggest the economy is slowing but not stalling.

Advisors on This Week’s Show

Michael Hoelzl

Art Rothschild

Kyle Tetting

With Max Hoelzl

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 25889, up 179 points or 0.7%

S&P 500 – 7431, up 48 points or 0.6%

Dow Jones Industrial Average – 51202, up 336 points or 0.7%

10-year U.S. Treasury Note – 4.48%, down 0.06 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

SpaceX IPO dominates headlines

Inflation concerns continue to pressure rate-cut expectations

Rising energy prices remain the biggest inflation driver and are beginning to push food prices higher again.

Consumer sentiment highlights strain on lower-income households

University of Michigan survey data show lower-income consumers have been hit hardest by higher gasoline prices.

Geographic concerns should not automatically disqualify investment opportunities. European indexes are less concentrated in technology and communication stocks, offering diversification benefits.

Advisors on This Week’s Show

Dave Sandstrom

Tom Pappenfus

Kyle Tetting

With Max Hoelzl

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 25709, down 1263 points or 4.7%

S&P 500 – 7384, down 196 points or 2.6%

Dow Jones Industrial Average – 50867, down 166 points or 0.3%

10-year U.S. Treasury Note – 4.54%, up 0.08 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-Markets still trading on the highs and lows of the AI trade

-Friday jobs report and continued inflamatory pressures saw 10Y treasury bump past 4.5% Friday, another threat to some growth stocks

-Space X IPO is close!

-Spending growth continues from consumers across all income brands, which brings a still persistent dislocation between spending and consumer sentiment.

Advisors on This Week’s Show

Art Rothschild

Kendall Bauer

Kyle Tetting

Tom Booth

Engineered by Blake Miller

Market Closings for the Week

Nasdaq – 26973, up 629 points or 2.4%

S&P 500 – 7580, up 107 points or 1.4%

Dow Jones Industrial Average – 51032, up 453 points or 0.9%

10-year U.S. Treasury Note – 4.45%, down 0.11 point

Another day, another week, more records on Wall Street. 

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-One could argue that stock prices are too high, but that doesn't mean they can't go higher

- Volatility remains in oil markets, but oil prices likely higher for longer

-Bond yields have climbed a bit

-Per the FBI, the rate of internet crimes is climbing, likely due to AI

-Trump Accounts are starting to become available and funding begins July 4, 2026

Advisors on This Week’s Show

Kyle Tetting

Dave Sandstrom

John Sandstrom

Engineered by Jason Scuglik

Market Closings for the Week

Nasdaq – 26344, up 119 points or 0.5%

S&P 500 – 7473, up 65 points or 0.9%

Dow Jones Industrial Average – 50580, up 1054 points or 2.1%

10-year U.S. Treasury Note – 4.56%, down 0.04 point

A quick look into this week's episode: 

As earnings season nears its completion, markets will be set adrift again.

The rising bond yields leave investors asking questions, but there are some benefits to higher interest rates.

The ability to launch an ETF is not terribly costly now, and the record number of ETFs created in 2025 is creating concerns in the marketplace.

And more! Listen below or wherever you find your favorite podcasts.