Sage Planning Solutions

Episode Description: Shredding Market Narratives

The headlines say one thing. The market does another.

In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning Solutions, we trust math over stories.

We challenge popular indicators like the CAPE Ratio (popularized by Robert Shiller) and the Buffett Indicator (associated with Warren Buffett), explain what’s really driving returns (hint: earnings, not hype), and discuss diversification risks inside the S&P 500.

Plus, we highlight healthcare and small caps as we head into 2026.

Less narrative. More numbers.

In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on global economic shifts and generational wealth transfer.

In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into 2026 —starting with the MAG 7 and how its impact has turned the S&P 500 into an undiversified index.

What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the global engine, and where America stands with its allies.

No fluff. Just real talk on what actually movesmarkets.

If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.

This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear.

We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety.

As always, we’re here to be your sounding board. The best decisions come from calm, not chaos, and clarity is still within reach.

Take a moment, tune in, and let’s keep moving forward—together.

We recorded this on 04/07/2025 @9 PM PST.

In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are running high, and we’re hearing & reading investors make hysterical permanent decisions based on temporary market corrections.

We talk through what’s really happening, why staying grounded matters more than ever, and how emotional reactions can derail long-term goals.

Most importantly, we want our clients to know: we're here. This is a time for clarity, not confusion—and we’re keeping the lines of Verbal communication open. If you’re feeling overwhelmed or unsure, you’re not alone. Let’s Talk through it.

Tune in and let’s take a deep breath together—because sometimes the best strategy is to stay calm, stay informed, and stay connected.

In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore key legislative changes and their potential to shape the business landscape. Additionally, we unpack the top geopolitical risks dominating 2025, including tensions and alliances that could ripple through global markets. Finally, we address the United States' critical challenges this year, from economic headwinds to domestic and international uncertainties.

In this episode, we welcome special guest Julie Ann Soward, a

Podcast Description for Spotify:

Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada.  David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial markets. In this episode, we delve into the intricate interrelationships between stock market sectors, uncover the strategies behind technical analysis, and tackle the pervasive fear of missing out (FOMO). We also dive into the role of currencies, Bitcoin, and other cryptocurrencies, examine the impact of breaking news, and analyze macroeconomic trends using technical analysis. Whether you're a seasoned trader or a curious beginner, this conversation offers valuable perspectives to help you navigate the ever-changing market landscape.

In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential recession worries to rising credit card debt and inflation trends, Dr. Mike shares his insights on today's most significant economic topics.