Podcast
The Wise Investor Show - Baird
Hosted by The Wise Investor Group · EN
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.
12episodes
Episodes
Newest firstAll episodes
FedNotSoExpress
Sep 17, 202200:27:14Tap to summarizeThis week, Chase looks at Fedex's challenge for the market's attempt to form a level of support at these levels and what it means for a chance at returning to June lows. We contrast two managent team's and talk about some of the benefits and pitfalls of tax-loss harvesting with Matt Anderson.
Transcribe →What the End of the Bear Market Looks Like
Sep 10, 202200:34:20Tap to summarizeBear 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 the end of a bear market looks like and make preparations for that day. AVGO was also mentioned in this episode.
Transcribe →Prediction? Pain.
Sep 4, 202200:36:06Tap to summarizeSimon 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 some of the potential ramifications of new government policy and potential policy changes to come. Companies mentioned in this episode include LHX, V, FISV, and RHX.
Transcribe →Stuck in the Middle With You
Aug 27, 202200:39:11Tap to summarizeSimon 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 play. He brings on Nick to discuss the key takeaways and impacts from the Inflation Reduction Act. Companies mentioned in this episode include MTK, ABBV, GNRC, AAPL, DHR, AMZN, APTV, NN CVX, XOM, and JNJ.
Transcribe →We're Shopping Where the Consumer is Shopping
Aug 20, 202200:41:22Tap to summarizeToday 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 mentioned in this episode include LOW, DIS, HD, GM, and NFLX.
Transcribe →It's Okay to Be Confused
Aug 13, 202200:41:07Tap to summarizeSimon 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 challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources. Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.
Transcribe →Full Employment, Full Inventories
Aug 6, 202200:18:45Tap to summarizeAfter 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 this episode include GNRC.
Transcribe →We're Not Dead Yet!
Jul 30, 202200:44:04Tap to summarizeSimon 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 half of the year. He brings on Matias Rodlauer to review encouraging earnings reports from DHR, V, and GOOGL. Companies mentioned in this episode include DHR, V, GOOGLE, AAPL, MSFT, AMZN, WMT, and PG.
Transcribe →Summertime Fun - The Case for a Rally
Jul 23, 202200:33:23Tap to summarizeWe'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 ESG investing. Companies mentioned in this episode include DHR, AAPL, INTC, GOOGL, META, and DUK.
Transcribe →Back to Bonds
Jul 16, 202200:36:20Tap to summarizeSimon 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 fixed-income strategies and asset classes within that make sense in a possible rising rate and continued inflationary environment. Companies mentioned in this episode include C and JPM.
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