In this episode; data is blooming! From NVIDIA’s recent reporting to economic and inflation data, Joshua deep dives into all of it! And, spoiler, there’s more current good news in the data than there is bad news.

Joshua also discusses recent articles in Barron’s and Investor’s Business Daily, as well as comments by JPMorgan and Chase CEO, Jamie Dimon.

And please head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Our new website is live! Visit shepherdwm.com

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/Xy1KCudQIq0

In this episode; Investor sentiment appears to be divided among partisan lines. And, headline news is fueling negative outlooks based on soft data. Meanwhile, the hard data continues to display a robust economic outlook, despite the looming US tariffs.

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/jRUcyah6auk

This episode is all about tariffs.

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/jRUcyah6auk

In this episode; Saddle up. This is one long deep dive in to the history and data behind the relationship of the current Trump tariffs, inflation, current investor sentiment, and overall US economic projections. A cannot miss episode for any investor, especially those who are concerned and/or interested in the current state of tariffs and the recent market drop off.

In this episode; The recent market volatility just won’t subside! So, it’s a multi-flavor bucket of popcorn this episode as Joshua covers data from all over the market, detailing happenings and historical precedent for all major market news. New inflationary data, looming tariff fears, the rising chance of a Fed rate cut in May, recent market volatility, recap of earnings season, and a pre-meeting look at Friday, March 7th’s Bitcoin summit are just some of the deep dives Joshua takes into the data.

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/mmvL-822rhM

In this episode; Earnings season is almost finished! And with one major player (NVIDIA) still to announce next week, Joshua goes through all of the earnings data we’ve received so far. The data forensics continue with lots of inflationary metrics and a deep dive into the recent volatility the markets have seen this year. Joshua also makes the case for why SWM is having a hard time feeling bearish at the moment. And the team look’s ahead through the next Fed meeting. The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

In this episode; Nimble is the word for investors heading into 2025! While it’s always important to pay close attention to asset allocation, Joshua details how historical data points to 2025 being a year where more drastic portfolio ‘nimbleness' may be required. Also, Joshua dives into some misleading headlines from the recent issue of Baron’s, and discusses why we’re still hearing about the Recession boogey man from two years ago. And, there’s a recap of earnings season and other current market data.