Wealth Unplugged

"No, it's surprisingly not as bad as it feels."
"Uncertainty is always bad for the market."
"We're just kind of deadlocked right now."

How do market vibes flip so quickly? Joey Loss, CFP® and Adam Van Wie, CFP® assess a sharp market pullback, the post-midterm political landscape, AI investment and data-center backlash, and questions around NVIDIA CEO Jensen Huang’s alleged affair. They also look at hotter inflation, housing affordability, oil prices, and why market performance can diverge from the news and investor sentiment.

Key Topics:

• (00:00) Market check-in and the episode’s key questions
• (01:21) Why the market feels worse than its returns
• (04:10) Divided government and the value of policy certainty
• (07:37) Valuations, corrections, and the AI bubble debate
• (12:02) AI’s real-world productivity and small-business impact
• (14:02) Data-center opposition and local community concerns
• (20:50) NVIDIA and the questions surrounding Jensen Huang
• (26:14) Inflation, rate hikes, and the housing lock-in
• (31:41) Oil prices and the uncertainty around Iran
• (33:42) Market history, political noise, and the outlook ahead

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

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Read our audio, video, and written content disclaimer here.

"Tech stocks are back to doing what tech does."
"This is uncharted territory for bond markets."
"US GDP growth has been revised upward."

In this episode, Joey Loss and Adam Van Wie dig into the chaos of equity and bond markets in September. While the S&P looked fairly steady on the surface, major rotations took place underneath and tech took back the throne. Meanwhile, the fed increased rates mid-month while the 2 and 10 year points of the curve rose organically.

What should investors expect through the rest of the year? Joey and Adam break it down.

Key Topics:

• (00:00) Market overview and September's quiet surface
• (02:01) Tech sector's divergence from broader market
• (03:56) Interest rates, political tension, and AI's role
• (06:02) Bond yields, competition, and risk premiums
• (08:02) Historical context of current bond market conditions
• (09:51) Impact of rising yields on consumer and mortgage rates
• (12:04) US and European bond market dislocations
• (13:53) US economic growth, GDP revisions, and corporate profits
• (15:47) International oil markets and geopolitical risks
• (17:59) European economic challenges and innovation gap
• (20:01) Oil supply, demand, and strategic reserves
• (22:07) Market seasonality, Q4 outlook, and election cycle
• (23:51) Investment opportunities and portfolio rebalancing
• (26:01) Market resilience and long-term fundamentals

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

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• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"All of [Scott Bessent’s] tools push inflation up."
"AI models are acting autonomously already."
"It's hard to bet against NVIDIA."

In this episode, Joey Loss and Adam Van Wie discuss the latest market developments, the implications of the recent jobs report, the bond market mess, the biggest “heist” thus far in AI history – the Hugging Face incident and NVIDIA's strategic moves (including the purchase of Hugging Face).

Key Topics:

• (00:00) Market overview and recent economic data
• (02:05) Analysis of the jobs report and Fed rate hike considerations
• (04:16) Impact of interest rate hikes on the economy and housing market
• (07:45) Upcoming inflation data and Fed policy outlook
• (10:13) Treasury debt management and its influence on rates
• (13:29) What is Hugging Face and the recent AI security breach
• (15:52) NVIDIA's strategic move into AI platform space
• (19:00) The future of AI development and global competition
• (22:15) Market sentiment, technology advances, and investment outlook
• (25:25) Looking ahead: key events and market predictions

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"Rising rates can temporarily impact equities."
"Temporary oil shocks don't mean lasting inflation."
"Bitcoin's recent surge is surprising and intriguing."

In this episode, Joey Loss and Adam Van Wie talk about the incredible public company earnings reports of the second quarter, the increased concern about the long end of the bond curve, why equity investors should care about that, and how midterms and data centers impact the stock market’s view of the future.

Key Topics:

• (00:00) Market health and recent earnings reports
• (01:09) External factors influencing market volatility
• (02:09) Interest rates, yields, and market valuation
• (03:38) Impact of rising bond yields on equities
• (05:33) Building the market story: AI boom and geopolitical risks
• (07:23) AI companies borrowing and bond market effects
• (09:25) Data centers: importance, risks, and regulatory issues
• (13:22) Data center development and local community impacts
• (17:58) Market performance year-to-date and asset class review
• (19:47) Federal Reserve and Treasury actions to stabilize markets
• (22:12) Inflation, oil prices, and monetary policy
• (26:27) Market outlook and investor advice

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"Market is trading on AI doom and gloom or euphoria"
"Oil is a globally traded commodity, reactive to demand and supply"
"Market sentiment is a contrarian indicator for buying opportunities"

In this episode, Joey Loss and Adam Van Wie break down the latest market turbulence, including rising oil prices, geopolitical conflict, shifting investor sentiment, and what it all means for the economy.

They discuss how events in Iran and the Red Sea are driving oil volatility, why the Fed may stay cautious on rates, and how recent sentiment data could actually point to opportunity. The conversation also covers AI spending, Google’s earnings, and the growing divide between AI infrastructure and implementation stocks.

Key Topics:

• 00:00 Introduction and Market Overview
• 01:19 Current Market Mood and Sentiment
• 02:10 Iran-Related Geopolitical Developments
• 03:07 Oil Prices and Global Supply Dynamics
• 04:28 Impact of Higher Oil Prices on the Economy
• 07:30 Federal Reserve's Rate Hike Outlook
• 11:00 Market Sentiment and Contrarian Indicators
• 17:03 Sector Movements and Market Reactions
• 19:08 Economic Data vs. Sentiment: The Vibecession
• 22:18 Inflation, Recession, and Employment Data
• 29:20 AI Sector Performance: Infrastructure vs Implementation
• 33:24 Tech Spending and Market Implications
• 34:44 Summary and Final Thoughts

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"Cash reserve is the foundation of a home"

"You can't borrow for retirement, but you can for college"

In this episode, Joey Loss interviews James Bryan, a seasoned CFP®, to discuss essential financial planning pillars for young families. They cover topics from emergency reserves and insurance to estate planning and investment strategies, providing practical advice to set families up for long-term success.

Key Topics:

• 00:00 Introduction to James Bryan and episode overview
• 02:12 The importance of emergency reserves and how much to keep
• 06:12 Where to keep your high-yield savings for accessibility and growth
• 07:58 Prioritizing savings: retirement vs. college funding
• 12:06 Adjusting savings as family needs grow
• 16:55 The critical role of life and disability insurance
• 27:52 Estate planning essentials for young families
• 34:54 The significance of investment decisions and long-term planning

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

“Too much supply, not enough new buyers after these upcoming IPOs?”
"Interest rates are in a sweet spot right now."
"The market is just as strong as it was early in the year."

In this episode, Joey Loss and Adam Van Wie analyze the halftime scoreboard across market sectors for 2026. They also dig into recent economic data like inflation, the fresh jobs report (softer than expected), and Kevin Warsh’s posturing thus far as the new Federal Reserve Chairman. Lastly, they talk general pros and cons regarding the outlook for the Q3 and the remainder of 2026.

Key Topics:

• 00:00 Introduction and Personal Updates
• 00:57 Market Overview: Best Quarter Since 2020
• 03:10 Market Rotation and Job Reports
• 06:07 Performance of Different Asset Classes
• 09:11 Jobs Report and Labor Market Trends
• 12:00 Inflation Insights and Federal Reserve Perspectives
• 15:03 Historical Trends for July and Presidential Cycles
• 17:53 Pros and Cons for the Rest of the Year
• 19:50 Bull Market Insights
• 23:21 Bear Market Concerns
• 27:16 The Impact of Mega Cap Stocks
• 30:04 IPO Dynamics and Market Reactions
• 34:32 Semiconductor Sector Performance
• 36:51 Economic Indicators and Future Outlook

Resources

• Bespoke Research
• Truflation
• SpaceX IPO details

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"Corporate profits are at a 17-year high."
"Inflation is reheating due to oil prices."
"The Fed is unlikely to cut rates soon."

Joey solo-tackles a discussion on market and economic health at large (numbers remain positive…mostly), SpaceX’s upcoming IPO (initial public offering) and how some of the biggest IPOs in history have played out.

Key Topics:

• 00:00 Market Overview and SpaceX Interest
• 11:07 Understanding SpaceX's IPO
• 21:11 Investment Strategies for SpaceX
• 30:02 Conclusion and Future Outlook

Resources

• SpaceX IPO Filing (S-1)
• NASDAQ IPO Rules

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"If oil stays high, inflationary effects will persist."
"SpaceX could be a multi-trillion dollar company."
"Stay long-term, avoid short-term trading pitfalls."

The market continues its bull run as corporate profits seemingly can’t find the brakes. Typically, good news and a perception of less risk mean yields and rates should fall. But in 2026 – first, bad news drove up rates (inflation) and now, good news (increasing corporate growth velocity) is driving rates up. AI continues to disrupt – though, it’s disrupting unevenly. Also, a SpaceX IPO seems to be on the horizon and may come up quickly.

Tune in to listen to Joey and Adam unpack the details and what these notes mean for investors.

Key Topics:

• Market Overview and Bullish Sentiment (00:00)
• Inflation and Oil Prices (02:58) 
• Corporate Profits and Market Breadth (05:55) 
• Bond Market Dynamics (09:04) 
• Federal Reserve and Interest Rates (12:10) 
• Geopolitical Risks and Market Reactions (14:50) 
• Healthcare Sector Challenges (17:58) 
• SpaceX IPO and Market Implications (20:48)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.

"NASDAQ up 14.76% in 30 days"

"Inflation is creeping up to 3.5%"

The market is expressing that its love for profit growth is greater than its worries about war and oil prices. Companies in the S&P 500 are growing profits at 15% annual clip right now. As this earnings season rolls on, stock prices are reflecting this with a rapid recovery from March and April lows.  

One would think that at some point, investors will need to pay a price for a prolonged increase in the cost of energy. But as it turns out, as long as companies are winning, the market doesn’t care. Inflation is starting to creep up, pointing to some potential headwinds in the future.

Key Topics:

• Market Overview and Recent Trends (00:00) 
• Corporate Profits and Earnings Growth (02:12)
• Geopolitical Factors and Energy Prices (03:29)
• Tech Giants' Performance and AI Impact (06:12)
• Monetary Policy and Inflation Insights (10:31)
• Market Resilience and Economic Outlook (18:37)
• Technological Advancements and Future Trends (20:53)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X) 

Read our audio, video, and written content disclaimer here.