VIDEOS
The Bull, The Bear, and You-
Episode 10 (Economy, Employment Situation, Rate Cut)
In this conversation, the panel of financial advisors and experts discuss the economy, investing, and the impact of interest rate cuts. They analyze the mixed economic data and express concerns about the employment situation. The panel also explores sectors that could benefit from a rate cut, such as technology, utilities, industrials, and basic materials. They emphasize the importance of strong leadership in companies and how CEOs can make a significant difference. The panel also shares their thoughts on options trading, highlighting its potential risks and benefits.
Trunk 'N Tails-
Episode 8 (Current Political Landscape, Senate Elections, Voter Turnout
The panel of political analysts and experts discuss the current political landscape, focusing on the momentum of Kamala Harris as the Democratic nominee and the reaction to Donald Trump. They explore the endorsement of Harris by some Republicans and the impact of Trump's divisive tactics. The panel also discusses the upcoming Senate elections and the potential for Democrats to retain control. They analyze the importance of voter turnout and the need for Republicans to differentiate themselves from their opponents. Overall, they highlight the uncertainty and fluidity of the political climate.
The Bull, The Bear, and You-Episode 9 (Events in Japan, Understanding Market Volatility, Buying Opportunities)
In this conversation, a panel of financial advisors and experts discuss the recent dramatic swing in the stock market and its implications. They analyze the factors that contributed to the drop, including an unexpected unemployment number and events in Japan. The panelists emphasize the importance of understanding market volatility and having a nimble approach to investing. They also discuss the upcoming economic data releases and the potential impact on the markets. The conversation concludes with a discussion on buying opportunities during market pullbacks and the importance of managing taxes and portfolio diversification.
Trunk 'N Tails- Episode 7
(Kamala Harris, PA Senate race, Biden's Supreme Court changes)
The panel of political experts and analysts discuss the potential Democratic presidential nominee, Vice President Kamala Harris, and her chances in the upcoming election. They debate whether Harris is the right choice and how she will fare under scrutiny. The conversation then shifts to the upcoming Senate race in Pennsylvania, where incumbent Democratic Senator Bob Casey is being challenged by Dave McCormick. The panel discusses the challenges McCormick faces in unseating an 18-year incumbent and the importance of Pennsylvania in the overall election. Finally, they touch on President Biden's call for a constitutional amendment regarding presidential immunity and changes to the Supreme Court, with differing opinions on the feasibility and impact of such changes.
The Bull, The Bear, and You
Episode 8
The panel of experts discusses the recent market trends and the possibility of a continued downward trend. They also talk about the upcoming Fed meeting and the impact of earnings reports on the market. The conversation then shifts to the role of politics in investing and the importance of the advisor-client relationship.
Trunk 'N Tails
Episode 6
In this episode of Trunk and Tales, the panel discusses the implications of President Biden's decision not to run for reelection. They explore the excitement and unpredictability of politics, the shift in power dynamics between Democrats and Republicans, and the potential impact of a female candidate at the head of the ticket. The panelists also debate the potential vice presidential running mate for Kamala Harris and the challenges she may face in winning over moderate Republicans and independents. Overall, the conversation highlights the fluid and unprecedented nature of the current political landscape.
Trunk 'N Tails
Episode 5
In this episode of Trunk and Tales, the host interviews Johnny Abel, a witness to the assassination attempt on former President Trump. They discuss the security measures in place at the event, the reactions of those present, and the potential impact on the upcoming election. The conversation also touches on the selection of JD Vance as Trump's running mate and the prospects for President Biden's re-election. The panelists offer their perspectives on the future of the presidency, control of the House and Senate, and the importance of unity in the face of political violence.
The Bull, The Bear, and You
Episode 7
In this conversation, the panel discusses the current state of the markets and the economy. They touch on topics such as the continued climb of the markets, the impact of technology and artificial intelligence, the cooling employment market, the potential for a market sell-off, the influence of financials on the overall market, the importance of economic reports, when to sell a stock, and the role of the client in investment decisions.
Trunk 'N Tails
Episode 4
The panel of political analysts and experts discuss the recent Supreme Court ruling on presidential immunity and the first presidential debate. They analyze the implications of the ruling and its potential impact on the upcoming election. They also critique the performance of both candidates during the debate and offer advice to the Biden campaign and the Trump campaign. The panel emphasizes the importance of effective communication, highlighting accomplishments, and presenting a clear vision for the future.
The Bull, The Bear, and You
Episode 6
In this conversation, the panel of financial advisors and experts discuss the current state of the economy and the markets. They cover topics such as the impact of interest rates on the markets, the narrowing breadth of market performance, the importance of focusing on corporate earnings, the distinction between risk and volatility, the reasons behind stock buybacks and stock splits, and the need for financial education. The panelists offer different perspectives on these topics, providing valuable insights for investors.
Trunk 'N Tails
Episode 3
The conversation covers a range of political topics, including the conviction of Donald Trump, the trial of Hunter Biden, the impact of these cases on the upcoming election, and the broader issues of the economy, the border, student loan forgiveness, and the Israel-Hamas conflict. The panelists discuss the potential effects on voter sentiment, the role of micro-targeting in campaigns, and the changing dynamics of political advertising and campaigning.
The Bull, The Bear and You
Episode 4
The panelists discuss market trends, economic indicators, investment strategies, and the impact of interest rates on various sectors. They also delve into the complexities of annuities and their suitability for different age groups. The conversation provides insights into the current market landscape and considerations for investment decisions.
The Bull, The Bear and You
Episode 3
In this conversation, the panel of experts discusses the current state of the economy and investing. They touch on topics such as market performance, historical market trends, interest rates, energy prices, and the role of financial advisors. The experts emphasize the importance of understanding the relationship between different asset classes and aligning investment strategies with individual goals. They also discuss the trustworthiness of financial advisors and the time it takes to develop a comprehensive
financial plan. Overall, the conversation provides insights into the factors influencing the economy and offers guidance for investors.
Trunk 'N Tails
Episode 2
In this episode of Trunk 'N Tails, the panel of political analysts and experts discuss the latest in the presidential race and the decision by a federal judge to indefinitely postpone the Trump classified
document case. They also delve into the impact of the Israeli action in the Gaza Strip and the division
within the Democratic Party over the issue. The conversation touches on the potential problems for
both Trump and Biden in the upcoming election, the rise of independent voters, and the need for a
more moderate approach in politics.
The Bull, The Bear, and You
Episode 2
In this conversation, the panel of financial advisors and experts discuss the recent market fluctuations,
the possibility of a recession, and the role of the Federal Reserve. They also touch on the impact of AI on the economy and investing. The panelists have varying opinions on the direction of interest rates and
the overall state of the economy. They emphasize the importance of considering individual goals,
objectives, and risk tolerance when making investment decisions. The conversation concludes with a discussion on the potential benefits and challenges of AI in various industries.
Trunk 'N Tails
Episode 1
In this political discussion, the state of the Republican party is explored, particularly in relation to the
criminal trial of former President Donald Trump. The potential impact of a conviction on Trump's
campaign is discussed, with differing opinions on whether it would be detrimental or have little effect.
The conversation then shifts to the upcoming Senate race in Pennsylvania, where Republican candidate
McCormick is challenging Democratic Senator Bob Casey. The dynamics of the race and the potential for
change in the state's political landscape are examined. The discussion concludes with an analysis of
campaign funding and the influence of the top of the ticket on down-ballot races.
The Bull, The Bear, and You
Episode 1
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In this episode of The Bull, The Bear, and You, the panel of financial advisors and experts discuss the current state of the markets and the potential for a bear market. They explore factors such as the Federal Reserve's interest rate policies, inflation, valuations, and the impact of earnings season on stock prices.The panel also shares insights on when to buy stocks, the importance of understanding market volatility, and tax strategies for investors. Overall, they emphasize the need for a long-term investment strategy and the importance of staying disciplined.