The Wise Investor Show - Baird

By The Wise Investor Group

What's The Wise Investor Show - Baird about?

The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The Wise Investor Group is part of Robert W. Baird & Co. Member SIPC.

Download our free app to listen on your phone

The Wise Investor Show - Baird episodes:

09.10.2022
What the End of the Bear Market Looks Like
Bear markets end, and you might not recognize it when it happens. If you don't, you may end up paying 20% or more higher for assets than when the bull markets actually getting started. This week, we talk about what...
09.04.2022
Prediction? Pain.
Simon discusses the Fed's recent hawkish clarification of its monetary policy and how markets have reacted. Simon continues to argue for a grinding range-bound market where company-specific execution will increasingly inform stock prices. He brings on Ann Summerson to examine...
08.27.2022
Stuck in the Middle With You
Simon discusses the recent ebbing of the stock market rally off the June lows. He suggests a trading range might take over where selectivity, discipline, and a heightened focus on fundamentals, particularly free cash flow generation, will increasingly come into...
08.20.2022
We're Shopping Where the Consumer is Shopping
Today Chase talks about the sustainability of a large market rally since June and with Vasilios Rajendra, they look at the fundamentals of various retail names, as well as talking about the efforts of an activist shareholder of Disney. Companies...
08.13.2022
It's Okay to Be Confused
Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a...
08.06.2022
Full Employment, Full Inventories
After seeing an oversold market in June, we saw a huge recovery in July. This week we look at what's driving the rally and if it still has potential. Then, a review of mixed reports on Generac. Companies mentioned in...
07.30.2022
We're Not Dead Yet!
Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first...
07.23.2022
Summertime Fun - The Case for a Rally
We're not ready to bet on a bottom but we can look at the data and show why we're likely to see a rally through the summer and maybe more. Also, a look at the merits or lack thereof for...
07.16.2022
Back to Bonds
Simon discusses how a well-positioned U.S. consumer is a current silver lining. He then talks about bonds and how investors have been selling precisely at the time they should be considering. He brings on David Mount to review some specific...
07.09.2022
Are We There Yet?
Simon explains from multiple perspectives how difficult it is to quantify what risks are discounted in current stock prices, but guesses that the bottom may not yet be in. He brings on Ann Summerson to discuss the ins and outs...
07.02.2022
Half Time!
The year is half over, and so far it's been historically bad. This week we review how this fits in history and try to gain some perspective from the past, and then review 3 companies from the portfolio.
06.25.2022
Government Policies vs. the Financial Markets
Simon discusses which stock market risks could already be discounted in prices. He suggests valuation multiple compression is well underway but how stocks still need to properly account for the likelihood of declining earnings. He brings on Dan Clifton, Head...
06.18.2022
Return of the Waterfall
Simon discusses the recent cascade in stock selling and offers some historical precedent in terms of the depth and duration of bear markets. He also examines the historical relationship between bear markets and recessions. Simon and Vasilios discuss WIG's emphasis...
06.11.2022
You're Asking The Wrong Questions
On this week's show, Chase discusses how investors are asking about the chances of a recession and why that's not the question investors should be focusing on. There was big inflation data last week and we talk about what this...
06.04.2022
Are We in a Peak or a Valley? Well, How Much Time Do You Have
Nick and Vasilios discuss the key drivers of the market with an in-depth discussion of the Federal Reserve's interest rate policy, inflation, and the talk of recessions. Plus, a review of some common questions from new investors and an explanation...
05.28.2022
Investing in Restaurants
After a wild week and volatile month in the markets, this week Chase explores an investment in a hypothetical restaurant to explain todays equity versus bond investments. Also, a quick breakdown of a big deal from Broadcom and we welcome...
05.21.2022
How Bad and for How Long?
Simon discusses what history says about the depth and duration of bear markets around recessions and non-recessionary environments to help provide some context for the recent drawdown. He also offers a refresher on how individual bond returns work and how...
05.14.2022
Control What is Controllable
Simon discusses how the proper harnessing of one's emotions is much more important to investing success than market or economic influences. he identifies a number of potential pitfalls that investors often lose sight of during times of market stress. He...
05.07.2022
Bring An Eraser
With weeks like these, with their rolling waves of volatility, it's difficult to put thoughts on paper or in a recording for that matter. This week we review what's driving the markets, and what the Fed did this past week....
04.30.2022
Do The Right Thing...
The markets have returned again to January's lows, but corporate optimism is better than Wall Street's outlook. This week we look at those angles and discuss with Matt Anderson CFP® how to maintain a sustainable withdrawal rate with lower returns...
04.23.2022
Are the Market Highs In?
Simon reviews a list of market indicators and characteristics that have been present at the important market tops in 2000 and 2007. The current conditions suggest caution, yet investors should refrain from making drastic portfolio moves. Simon and Vasilios review...
04.16.2022
Not Everyone Gets a Trophy
Simon discusses the impact of higher interest rates on stock valuations and how there will be greater performance divergence when not "everyone gets a trophy". He also discusses the recent treasury yield curve inversion and the rout in bonds. He...
04.09.2022
Vacuuming the Cash
This week a Fed governor updated the story and said they'd be sucking cash out of the market faster than previously thought. However, that's opened the door for other investments, which we discuss on this week's show.
04.02.2022
I'm Surrounded by Idiots
On this week's show, we put out a warning to be wary of who you're listening to and who's being presented as an expert. Too many fools are brought before us each day. Then we talk about the different needs...
03.26.2022
It's the Economy, Stupid!
Simon discusses the regime change at hand given the end of the Quantitative Easing era and its implications. He highlights slowing growth as the main concern and examines historical relationships between recessions and the stock market. He brings on Greg...
03.21.2022
The Fed Goes a Bit Further (Than Expected)
Front and center this week was the Fed raising rates, making some things more expensive to fight inflation. On this week's show, we talk about what that's doing to the markets, what wasn't expected in their statement, why the correction...
03.12.2022
EV, or Not EV: That Is the Question
Simon discusses and puts in perspective the financial markets' four central concerns: the Ukraine invasion, falling stock valuation multiples, inflation, and slowing economic growth. He brings on Vasilios to discuss the rise and recent fall of Electic Vehicle-related stocks and...
03.05.2022
Would You Mind Not Shooting at the Thermonuclear Weapons?
John Travolta's psychopathic character in Broken Arrow knew better than to shoot at the nukes, but this week the market didn't like that Putin didn't seem to mind. What does that and the Fed chair's testimony this week mean for...
02.26.2022
Dogs of War, Market No Hate
The largest war in Europe in about 80 years started this past week. Although it was predicted, the markets still acted initially with surprise, only to adapt and then rally big off of the recent January lows. This week we...
02.19.2022
Revisiting Investing Myths
Simon discusses the twin headwinds of the Ukraine crisis and potentially more aggressive Fed action and how to think both in terms of portfolio positioning. He then highlights some myths of investing that he knows to be true but are...
02.12.2022
Metawhat?
Simon discusses the current slide in growth and Technology stocks and whether a large swath of the names have entered into a multi-year bear market. He brings on Nick to discuss the Metaverse and how it is a long-term technology...
02.05.2022
The Haves and Have Nots
This week we look at the correction in the markets this year. How unremarkable they are, what's driving them, and what should come next. Also, it's earnings season and we have a few companies to review. Companies mentioned in this...
01.29.2022
The Fleas That Come With the Dog
Simon discusses the current correction in various equity asset classes and places in historical context. He reviews the carnage and suggests that regime change away from high multiple growth stocks is at hand. He brings on Matias to discuss the...
01.22.2022
Winter Clipper
A fast-moving clipper is taking the market to correction territory this month, with many of the street's favorites now in bear market territory. This week, Chase and Greg, look at what's driving this storm and then talk about a financial...
01.16.2022
Navigating Higher Interest Rates
Simon discusses valuation multiple compression and the significant rotation so far this year from expensive to cheaper names. He brings on Dave to think about rising interest rates and how they should inform investment portfolio positioning. They talk about areas...
01.09.2022
Back to the Future
Simon and Chase highlight the key drivers and themes that informed last year's stellar returns and peek into 2022 to weigh various headwinds and tailwinds. They focus on strong corporate fundamentals tempered by possible multiple contraction which will likely make...
01.02.2022
Patience Is a Virtue
Simon offers some observations on what to expect in 2022 and how sticking with quality and value will likely be more important. He highlights Healthcare and the more economically-sensitive names and how speculative, high multiple growth may have further to...
12.29.2021
Auld Lang Syne
Financial Planner, Matt Anderson, contemplates some of the lessons learned from 2021 and provides some brief thoughts on things to consider moving into 2022.
12.26.2021
The Trend Will Reward You, The Cycle Will Punish You
Today we look at an expected shift in the market trend, as we get back on the tracks that carried us for 40 years. How the cycle to take us to there may hurt some investors, and ideas that will...
12.22.2021
Last Minute Shopping Ideas, Er, Financial Planning Moves That Might Help You
We have 9 days left in the year to make financial moves if they're going to get done this year. The clock is ticking, and you have one less day to work with than you might think -- because Christmas...
12.19.2021
Slow Your Roll
Simon remains optimistic about the stock market in 2022, but suggests investors temper their enthusiasm and approach with reduced expectations. He highlights possible valuation multiple compression and more modest earnings growth as reasons. He also discusses how the average stock...
12.15.2021
Today We See The Future
Today's the day we move monetary policy forward, with today's Fed meeting and subsequent statement. This morning, we look to what's going to happen and what that means for the markets, specifically illustrating how it's affecting one of the strongest...
12.12.2021
Big Storm Coming
Looking out over next year this week, we look at where the trouble lies. While corporate results are expected to remain strong, a key tailwind for the market's results for years will start to be a headwind and may have...
12.08.2021
How Inflation Could Impact the Housing Market
On today's podcast, David goes over the latest economic data the group is following as well as discusses how inflation could impact the housing market if you are thinking about your next move.
12.06.2021
Don't Sleep on Dividends
Simon discusses the current reversal in what had been working in the market. He cautions against momentum trading and market timing, argues for portfolio balance, and examines the current environment relative to both the pre-Covid landscape and during the 2013...
12.01.2021
Why I Can't Have Nice Things
On today's podcast, Chase talks about the volatility since Black Friday, resulting from the Omicron Covid-19 variant and the Fed's comments this week. Also, a look at what we'd consider buying if the volatility continues.
11.28.2021
Counting Down Our Top 10 Holdings
Today on the show, Vasilios discusses the Q3 growth scare, inflation concerns, and the Fed. He also counts down The Wise Investor Group's top 10 holdings, sharing why the team considers them our favorite investment ideas. He also briefly talks...
11.24.2021
It’s No Time for Timing
Simon discusses how challenging it is to improve returns through market timing. Specifically, he throws cold water on the idea that investors can successfully market time by weighing the probability of recessions, focusing on market valuations, or measuring the duration...
11.21.2021
There's a Lot Going Right
Simon discusses how pessimism is dominating the headlines, but overall there are more tailwinds than headwinds. He details why stock investors should still be optimistic about 2022. He also highlights the buy rationale for Visa (V), Disney (DIS), and Johnson...
11.17.2021
Build Back Better-Where Are We Now?
Financial Planner, Matt Anderson, tells you what you need to know about the current status of the Build Back Better plan. Many of the changes that would affect individuals in the original draft have been removed. In fact, most higher...

What's The Wise Investor Show - Baird about?

Download our free app to listen on your phone

The Wise Investor Show - Baird episodes:

What the End of the Bear Market Looks Like

Prediction? Pain.

Stuck in the Middle With You

We're Shopping Where the Consumer is Shopping

It's Okay to Be Confused

Full Employment, Full Inventories

We're Not Dead Yet!

Summertime Fun - The Case for a Rally

Back to Bonds

Are We There Yet?

Half Time!

Government Policies vs. the Financial Markets

Return of the Waterfall

You're Asking The Wrong Questions

Are We in a Peak or a Valley? Well, How Much Time Do You Have

Investing in Restaurants

How Bad and for How Long?

Control What is Controllable

Bring An Eraser

Do The Right Thing...

Are the Market Highs In?

Not Everyone Gets a Trophy

Vacuuming the Cash

I'm Surrounded by Idiots

It's the Economy, Stupid!

The Fed Goes a Bit Further (Than Expected)

EV, or Not EV: That Is the Question

Would You Mind Not Shooting at the Thermonuclear Weapons?

Dogs of War, Market No Hate

Revisiting Investing Myths

Metawhat?

The Haves and Have Nots

The Fleas That Come With the Dog

Winter Clipper

Navigating Higher Interest Rates

Back to the Future

Patience Is a Virtue

Auld Lang Syne

The Trend Will Reward You, The Cycle Will Punish You

Last Minute Shopping Ideas, Er, Financial Planning Moves That Might Help You

Slow Your Roll

Today We See The Future

Big Storm Coming

How Inflation Could Impact the Housing Market

Don't Sleep on Dividends

Why I Can't Have Nice Things

Counting Down Our Top 10 Holdings

It’s No Time for Timing

There's a Lot Going Right

Build Back Better-Where Are We Now?