"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:

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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.

"Prolonged high oil prices can lead to inflation."

"Economic data last week was surprisingly strong."

"Valuations are better now than five weeks ago."

The job market and profit expansion in the US look healthy. Oil remains at the center of everything. Tune in to learn what’s creating upward and downward pressure in the markets right now – and how the market is finding resilience and positive sentiment in the face of so much uncertainty.

Key Topics:

• Market Overview and Oil's Impact (00:00)
• Recent Market Trends and Economic Data (02:55)
• Inflation Concerns and Oil Prices (06:09)
• Job Market Insights and Economic Recovery (09:06)
• Market Sentiment and Investment Strategies (12:12)
• Diversification and Long-term Investing (15:09)
• Navigating Market Corrections (18:02)
• Conclusion and Future Outlook (21:03)

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.