Simon discusses how the megacap Technology stocks, the "Big Five," are consistently doubted despite their incredible performance and resilience even in down markets. He looks at the group collectively and their individual business models to argue that they all have significant exposure to the most promising technology trends. And, importantly, the merits of the five might actually be understated and undervalued by investors.

After this week's rundown on the markets, Chase brings on one of the Wise Investor Group's analysts to look at the business segments within Alphabet and their operating results.  

Simon discusses how too many investors position their portfolios for market extremes, particularly negative outcomes, and how they would be better served having a reasonable investing base case. Prognosticators and forecasters make their living trying to scare people away from their base cases. Right now, despite numerous distracting influences, the market outlook is still favorable largely due to visible earnings growth. He also examines the positive outlook for DIS and FISV.

In today's episode we talk about the HENRYs, those high earning, not rich yet millennials.  Millennials are starting to hit their peak earnings years, but are falling behind due to recessions and the pandemic.  We'll share some of the data and some steps to start building wealth and hopefully become more resilient to future crises.

This week, we look at the shift in market cycles and expectations for the future quarters. It’s not all bad but this is what to consider when the time for Fed tapering comes. 

Before going too much further into the second half of the year, there are a few things you can do that are well within your grasp to lead to better sleep at night. In today's show, we'll cover topics such as updating your financial plan, reviewing your asset allocation, and reviewing your tax situation.

Simon discusses the current newsflow and examines what issues are worth worrying about and which will likely prove to be "noise." He also reflects on the current housing market and whether it is reminiscent of the bubble that led to the Financial Crisis. He looks at the WIG equity portfolio Healthcare exposure and highlights recent earnings reports from MRK, ABBV, DHR, and LH.

With more leading indicators hitting the street, today we look at why future growth concerns are more important to the markets than inflation worries today. However, those growth estimates may be too low!

Simon discusses how year two of a bull market is historically much tougher than year one, and the past few months are proving to be no exception. He comments on how the broad market averages have held up, but there is a lot of confusion and volatility underneath the surface. He also cautions against confusing a kneejerk stock price reaction with a poor earnings report. Finally, he highlights the mostly stellar results from the mega-cap Technology names. 

We've had a few bumps, but largely the markets have continued higher. Meanwhile, the bond market seems to be forecasting slower growth and is offering negative yields. Today, we consider why that is, and then an interview regarding the results of a couple of our top holdings.