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Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts,...
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Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts, and financial news impacting your investments today. Join us as we break down the complexities of the economy, explore the implications of current events on portfolios, and share insights to help you make more informed decisions. Whether you’re a seasoned investor or just starting your financial journey, our goal is to guide you toward financial clarity and confidence. Tune in for expert analysis, engaging discussions, and strategies to help you stay ahead in an ever-changing financial landscape.
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
mostra menos
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
Episodios & Posts
Episodios
Posts
21 ABR. 2025 · With things settling down after the recent correction lets take a moment to pause and reflect on recent events and how this may shape the future.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
14 ABR. 2025 · 📉📈 From Fear to FOMO—All in One Week?
Last week’s market action was one for the history books.
After sharp declines on Thursday and Friday, U.S. equities staged a massive rally—capped off by the S&P 500’s third-best day since 1940. Headlines were flying, tweets were moving markets, and investors were left wondering: What just happened?
In this week’s episode of Market Matters, I break it down:
✅ What drove the market’s euphoric snapback
✅ Why short-term swings often have more to do with emotion than fundamentals
✅ The bigger picture behind the tariff “pause” (and why China’s still in the crosshairs)
✅ What history—from October 2008—can teach us about staying grounded
🎧 Tune in now on Spotify, Spreaker, or at http://morgan-aly.com/.
We call this one: “Whiplash on Wall Street: From Panic to Euphoria in 48 Hours”
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
4 ABR. 2025 · Recent tariff announcements have resulted in a turbulent market. We take a moment to look at these recent events and find a path forward for our clients.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
31 MAR. 2025 · With news about tariffs and inflation ever prevalent, let’s clarify the difference between the two and give you an overview on this nuanced topic.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
24 MAR. 2025 · With the correction continuing and no certanties about the future many investors ask, Where do we go from here? Hopefully, we can help illuminate the way to a brighter future. Please join us for this episode of Market Matters.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
17 MAR. 2025 · Markets just experienced the 5th fastest correction in the past 75 years, with the S&P 500 dropping 10% in just 16 trading days. While sharp declines like this can be unsettling, what does history tell us about what typically follows? In this episode of Market Matters, we break down:
📉 The key drivers behind this correction, from tariffs to rate expectations
📊 How past rapid corrections have played out over time
🔎 Why investor sentiment is shifting—and what it could mean moving forward Market volatility is normal, but staying informed is key.
Listen in for insights on what history suggests about market recoveries and why a strategic approach to investing matters now more than ever.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
10 MAR. 2025 · This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
3 MAR. 2025 · In this week’s episode of Market Matters, Jason Behr breaks down the latest market movements, including a volatile week for tech stocks and a sharp drop in Treasury yields. Jason also discusses how Morgan-Aly Wealth Management approaches strategic rebalancing, taking into account market conditions rather than relying on a rigid schedule. Plus, insights on the Nasdaq’s 3.5% decline, shifting investor sentiment, and what history tells us about market corrections. Tune in for a thoughtful discussion on navigating risk in today’s market.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
24 FEB. 2025 · This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
17 FEB. 2025 · Is today’s tech boom echoing the dot-com bubble? In this episode of Market Matters, Jason Behr, , dives into the latest market movements and examines striking parallels—and key differences—between today’s AI frenzy and the 1990s tech bubble. With major players like Meta, Microsoft, and Alphabet pouring $200 billion into AI this year, are we on the brink of another bust, or is this a new era of sustainable growth? Plus, a reminder about the upcoming Presidents Day market closure and insights on how historical trends can guide today’s smart investing decisions. Tune in to stay informed and ahead.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts,...
mostra más
Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts, and financial news impacting your investments today. Join us as we break down the complexities of the economy, explore the implications of current events on portfolios, and share insights to help you make more informed decisions. Whether you’re a seasoned investor or just starting your financial journey, our goal is to guide you toward financial clarity and confidence. Tune in for expert analysis, engaging discussions, and strategies to help you stay ahead in an ever-changing financial landscape.
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
mostra menos
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
Información
| Autor | Morgan-Aly Wealth Management |
| Organización | Jason Behr |
| Categorías | Inversión |
| Página web | www.Morgan-Aly.com |
| info@morgan-aly.com |
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