The Financial Shepherd: Recent Episodes
Joshua Casey Garland
We are a trusted financial guide, providing the public financial facts, tips and strategies for achieving your vision of financial success. https://shepherdwm.com/
It’s Not a Bubble if it Doesn’t Pop
In this episode; In their October meeting the Fed decided to cut interest rates by 25 basis points, surprising no one. What was not expected were the negative comments made by Chairman Powell in the Fed’s presser. Those comments have sent the market into a short slide, despite the rate cut. Earnings reports have begun to come in from several big tech companies. Those reports are very strong with AI driving record investment and ROI for all the major tech players. Which, begs the current question du jour: when will the AI bubble burst? The answer might be that it won’t.
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.
Shut It Down
In this episode; as of recording this it is day nine of the 2025 US federal government shutdown. How long will the shutdown continue? And how much have other government shutdowns actually affected market performance? Jamie Dimon decided now was the time for him to make the rounds through headline news and drop yet another batch of quality, gasoline soaked topical commentary. Also, SWM is still very bullish on 2025’s Q4 performance. As we prepare for earnings season Joshua breaks down all of the historical and current data.
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.
All Eyes on October
In this episode; macro economic data continues to come in positively, often beating analyst’s expectations. And we finally got another rate cut! Despite some strange comments by Fed Chairman Powell (surprising, we know) the Fed is expected to follow up with additional cuts to end 2025. And historical data points to October, potentially, being an outstanding month.
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.
Wake Me Up When September Ends
In this episode; Joshua takes a deep-dive into a recent Barron's article addressing current data regarding inflation and tariffs.
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.
Not So Endless Summer: Q3 Wrap Up
In this episode; Q3 earnings wrapped up with two of the most anticipated companies reporting and offering forward guidance. More economic data came in, showing jobs and GDP both trending in positive directions. Will this be enough for a September rate cut? Odds are showing so, and all eyes remain on the Fed’s upcoming September 2025 meeting.
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.
Back to School Inflation Blues
In this episode; Well, even a broken clock is right once or twice a day, and thankfully it’s that time for Barron’s! Joshua details an article from Barron’s that has surprising level headed reported on the current state of inflation and looming tariff deadlines. Also, an in depth discussion of the most recent inflationary data, which did show an increase in CPI, as well as how SWM is positioning itself to rebalance and take advantage of the back half of 2025.
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.
How about this heat?!
In this episode; We’re in the thick of 2025’s Q3 earnings season and, so far, the data is stellar! Unfortunately, our attention is once again on the Fed’s perception of Trump’s tariffs and the lack of a reduction in interest rates. There’s also historical data to apply to the back-half of Q3 and some more Warren Buffett references!
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.
In this episode; Joshua deep dives into the recent inflation data, noticing the incongruity in CPI and CORE data. The upcoming congressional vote on three crypto regulatory bills is discussed, as well as a particular infuriating article from Barron’s. Oh, and guess what? We get to talk about the Fed and rates again! Yay.
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.
In this episode; The Fed continues to delay cutting rates! There’s a lot to say about that. Also some other news and cool things.
Our new website is live! Visit shepherdwm.com
The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.
https://youtu.be/zYOrdYS95IU
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.
In this episode; inflation is still falling! And, what is quite possibly the most hated market rally of all time continues to rise. Joshua details why there are actually bullish signs for the rest of the year for investors. The University of Michigan's investors survey continues to illustrate the difference between 'soft' economic and market data vs 'hard' data.
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.
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; Joshua discusses the horrifying fires in Los Angeles and how they may impact upcoming employment and other economic data. And, Joshua looks at the wave of Executive Orders President Trump signed on his first day in office, and connects some of them to the last Fed meeting. More historical data is applied to the current market in an attempt to prepare SWM clients and other investors for a year that may see a tale of two halves. And the last part of the show features a conversation about the future relationship between cryptocurrency and the U.S. government.
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.
In this episode; Welcome to 2025 and the first The Final Shepherd Podcast of season 5! Joshua goes over recent financial and market news, including comments NVIDIA’s CEO made to Congress. Joshua also gives a deep dive into the recently released Fed minutes from last month’s Fed meeting, but the Fed’s recent behavior while answering questions is still perplexing investors. And, we bring out the historical data to help with our market expectations for 2025.
In this episode; buckle up, because this is one bumpy ride. Joshua details ALL of the data and ALL of the things surrounding The Fed's (Jerome Powell's) complete sabotage of the market last Wednesday, December 18th, 2024. And, after the rant, Joshua introduces Shepherd Wealth Management's new CEO!
In this episode: It’s a data heavy episode as Joshua details what’s in store for the end of 2024 and gives broad strokes of what to expect for an overall market performance in 2025. We discuss the Fed’s upcoming December meeting, next week’s imminent rate cut, and well what their current rate cutting cycle should reveal to investors for 2025. Also, we delve into the Trump administration’s proposed policies on Bitcoin and cryptocurrencies. Will Bitcoin see an even bigger, extreme high in 2025? What are the two puts investors need to pay close attention to next year? Should you expect 2025 market performance to be a tale of two halves? Tune in and find out.
In this episode: With some of the uncertainties surrounding the upcoming change in Presidential administrations being alleviated, as well as Q3 reporting yet another quarter of stellar profits, the markets are seeing an upward trajectory with just about 6 weeks left in the year. Joshua gives a deep dive into the incredible performances of NVIDIA and Bitcoin, and explains four themes that show there is still some run left in this bull market during the last bit of Q4.
In this episode: The election is over! AND the rate cuts continue! Joshua is back in full form and takes a massive deep dive into one of the most unique positions investors have ever found theirselves in - comparing market data from non-consecutive Presidential terms from the same administration. Joshua also answers client questions about how best to position an individual portfolio with historical data in mind from President Trump’s first term. And, don’t forget that rate cuts will go on until inflation (continues) to improve! Will investor’s future be tied to Presidential policy or The Fed continue to manage inflation and cut rates? Catch this episode of The Financial Shepherd Podcast to find out.
It’s a Presidential Election SPRINT of an episode! Joshua takes this one solo and delivers all the data surrounding how the upcoming US Presidential election will (or will NOT) affect the market. Wondering how the election is going to influence your investment portfolio? Well you’re in luck, cause this is a data packed dumping of everything at SWM’s disposal. And, Joshua answers the most common questions from our clients regarding how their portfolio’s should be positioned during this election season. Still want more election-market info? Drop your questions in the comments below and Joshua will answer them on our next episode, currently scheduled for November 7th.
n this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.
In this episode: With no Fed Meeting this month investors are eagerly awaiting Fed Chairman Powell’s press statements slated for tomorrow (Friday, August 23, 2024)! Most folks are expecting the Fed to lower rates in September, and the market appears to already be pricing in the first rate cut. Joshua reviews data that he thinks explains the recent volatility we’ve seen in the market. And, delivers additional data that appears to confirm we are not headed for a recession any time soon. Also, more small caps and Presidential Election 2024 data investors should be paying attention to.
In this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on how they’re doing. And, Joshua reiterates why an ability to control temperament is an investors best weapon against fear and greed.
In this episode: Core CPI, along with the rest of this July’s data, clearly shows inflation taking a nose dive. Finally! With the Fed set to meet next Wednesday, is a rate cut imminent or will the Fed continue to punt cutting rates to this fall citing the need for “more data”? Joshua goes into a deep dive of why small caps are set to see a huge rally. Joshua also details how weighting the market can set investors up for a big last half of the year. And, it’s finally here - the beginning of our election 2024 coverage. Yay.
In this episode: CPI data comes in better than anticipated, adding another month of data that clearly states inflation is falling like a rock, and illustrates lag effects, that have been disproportionally propping up inflationary numbers, beginning to fall over. And, Joshua lets it all out as the day-of trading on what should've been a positive market day goes in the wrong direction.
In this episode: Joshua answers viewer questions regarding why stocks split, and explains how that’s relevant to upcoming NVIDIA happenings; reviews a Barron’s article discussing Roth IRAs and 401ks; goes over the most recent earnings, CPI, PPI, and inflation data; gives an in-depth look at the perplexing new Harris poll; and more.
In this episode: Joshua gives a just-about-midway through the year update on SWM's overall customer performance (spoiler: it's really good); details the difference between stocks and ETFs, and how ETFs relate to some of the comments Buffett has made regarding diversification; Joshua also discusses the most recent inflation data and goes over why auto insurance and housing have seemed to drop at an extremely slow pace; and more.
In this episode; Joshua recaps the current state of CPI data, discusses hotter employee cost index data and wonders why that specific data is left out of headline news reporting, recaps the poetically delivered good news from Chairman Powell's most recent press statements, goes over current earnings reports, and gives an update on when to expect this year's first rate cut. Maybe he's born with it? Maybe it's just the month of May.
In this episode: Joshua details why SWM is still in a bullish position; discusses how CPI data is really affecting the market; explains 5 reasons why the recent market sell off is not something long-term; and goes over SWM customer questions regarding Bitcoin.
In this episode: Joshua answers tax-related questions from SWM clients; discusses how the market mispricing rate cuts affected asset allocation; and details historical data that points to small caps having massive, long-term gains.
Joshua discusses, at length, the bombshell Apple news that dropped just before we sat down to stream this podcast. Also, a review of this week's Fed talk and announcements regarding three rate cuts for 2024, and a detail of how SWM is preparing client portfolios for what we see coming in the market.
Joshua details a massive market data dump! Does this data point to an incoming dip in the market? Also; viewer questions are answered, self directed brokerage accounts within a 401k are discussed, end of quarter strategies for SWM clients are detailed, another round of our current favorite game "When Will Rates Drop" is played, and other topics.
Joshua discusses whether or not there is an AI bubble in the market. Also; viewer questions are answered, Josh and Ez talk about Bitcoin's recent meteoric rise, and all the most recent macroeconomic data is detailed and applied to inflation.
In this episode Joshua explains why inflation is still on a downward glide path despite recent CPI data. Also, viewer questions regarding different types of tax "deductions" are answered, and Joshua details investment strategies currently relevant to SWM clients.
In this episode, Joshua answers viewer questions regarding taxes during retirement, explains why the S&P will see most of its gains on the back-half of this year, and details the latest stick of dynamite Fed Chairman Jerome Powell threw into everyone's favorite game, "What's Up With the Rates?"
Joshua answers viewer questions regarding taxes, IRAs, and retirement, and details three reasons why the S&P 500 will see a rally later this year.
Happy New Year! And welcome to the brand-new, and not yet completely set up, Shepherd Wealth Management offices!
In 2024's first podcast from one of the two new locations for Shepherd Wealth Management, Joshua explains SWM's absolutely stellar performance for 2023, discusses overweighting certain sectors when allocating, and details what SWM will be looking for from an investment standpoint as 2024 unfolds.
In this episode, Joshua wishes everyone a safe and happy holiday season! 2023 recap with a look at what to expect from 2024.
n this episode, Joshua discusses: what to expect through the end of Q4, what to strategies consider when the massive amount of sidelined money finally enters this year's bull market, numbers to anticipate for December's inflation data, when the data says rates are most likely to get cut, and gives a tribute to the late Charlie Munger.
In this episode, Joshua discusses: football, how SWM is beating the market by a massive margin, rebalancing strategies SWM is considering for their clients, general financial advising tips, and lists favorite violent holiday movies.
In this episode, Joshua wonders at the wall of worry blocking investors. Earnings reports are coming in, inflation news and risk of rate hikes remains about the same. But is there more room for this year's bull to run?
Liars, traders, and bonds! Oh my! Take umbrage in our podcast...
Joshua plays our two favorite games; Does Headlines News Hate Me? and What's Up With the Fed? Also, answers to questions that are being frequently asked during SWM customer quarterly reviews, the difference between Core CPI and CPI, and other market and finance data.
Leave your finance and investment questions in the comment section below.
The yield curve is terrifying the masses! Take umbrage in our podcast...
Joshua goes through a list of things to be angrily scared of (...headline news), reminds us all why historical data is an investor's best friend, provides insight into how asset allocation can alleviate massive amounts of variability in an investor's portfolio, and plays this week's version of "What's up with the Fed?"
In this episode, we play another round of our favorite game, What's Up With the Fed? Also, Joshua the $6T in investor money that is sitting on the market sidelines, why major financial news outlets utilize fear to keep your attention, and a recent article of interest from Barron's.
In this episode, Joshua gives perspective on a recent survey reporting consumer sentiment and economic confidence among American households. Also, Joshua breaks down some practical steps anyone can take to improve their economic situation, discusses energy costs, and plays this week's edition of "What's up with The Fed?"
Joshua deep dives into NVIDIA's recent explosion, Chairman Powell's recent hawkishness, and how tired investors are of being stuck in the Fed's game of Will We or Won't We with inflation.
The most recent CPI and PPI are in! And guess what?...the data is GOOD!
It's another round of inflation is seriously falling, can the price of fixing your car really keep things sticky? Joshua breaks down why this current bear market may be the most hated bear market in history, and why it still has a lot of upside in this year.
Don't forget to leave your finance and investing questions for Joshua in the comment section.
Joshua details three key reasons why the current bull market still has room to run. The Fed's recent rate increase, what to expect from inflation through the rest of 2023, and Meta's turnaround are some of the other topics discussed.
In this episode Joshua discusses the need for investors to utilize historical precedence alongside their market data, numbers show inflation on a downward trajectory, Warren Buffet, what investors may expect The Fed will do with interest rates in July, and more...
In this episode, the bull market is official, Joshua discusses the importance historical precedent has for investors, and The Fed finally hit the pause button!
In this episode Joshua asks, "Is the bull market that I've been saying is real for months now finally here and by here I mean finally acknowledged by media?" (YES!)
Joshua also discusses next moves of The Fed, the end to the debt ceiling "crisis", and performance of different market sectors.
In this episode: NVIDIA pops off, the tech sector is currently in a huge rally, the SWM team plays their bi-weekly game of "What Will the Fed Do?", and the debt ceiling is uncomfortably close to all of our faces.
The truth is this is the most hated 7-month 20 percent rally ever! During this episode, Joshua explains why this bull market will continue even though consensus in the short term remains bearish.
Joshua discusses the massive amounts of cash and bearish sentiment in the market. Are investors wondering whether The Fed broke the economy or broke inflation?
Fed Chairman Powell raised rates another 25 basis points this week. That makes this the ninth rate hike in a row from the Fed. The rate hike was done despite the recent bank failings of a couple of weeks ago. Which those failings are signs that the expected 12-18 month lag effect it takes for interest rate hikes to be felt in the market has finally arrived. Something broke.
This week's (March 13-17, 2023) inflation numbers came in positive, showing more disinflation for yet another month in a row. All of that was overshadowed by the news of Silicon Valley Bank closing. And the fearmongering that came along with the attention to the bank's closure strangled what should have been an amazing week for investors. Joshua breaks down all the relevant data and offers their thoughts into why we saw a bank fail in the first place.
Joshua goes over data that suggests 2023 will be a year of positive returns for investors, discusses the Fed's next projected rate hike, and gives a stern warning about insurance salespersons offering annuities.
Joshua details why a soft landing, and potential bull market, are now more likely than not. And how the firm has positioned its clients to benefit from the strong start to the market in 2023.
Season 3 of The Financial Shepherd Podcast kicks off with its premiere episode These Rates Won’t Lower Themselves. Joshua breaks out all of the data and historical precedent in an effort to anticipate the Fed’s next move on interest rates. The market says to pause any raises, will the Fed listen? S3 ep1 of The Financial Shepherd Podcast now available on YouTube and Spotify.
Joshua briefly recaps the wild, at sometimes crushing, market spiral 2022 took us on. Then, out comes the big data energy to offer an outlook for how the market may go in 2023, with all the data and historical precedent we at Shepherd Wealth Management love and crave. Happy New Year y'all!
Joshua brings loads of big data energy to the Fed's most recent announcement regarding future rate hikes, and chairman Powell's apparent abandonment of data dependency.
Midterm elections are over in the US, and so are their effects on the financial markets. Joshua brings the big data energy and details why he thinks we are headed out of the bear market and into a recovery bull.
In season 2, episode 13 of The Financial Shepherd Podcast, witness Joshua's personal catharsis. Topics include: the Fed's latest 75-point rate increase, why does the Fed show a complete lack of leadership, where is the Fed's leadership, what should investors do with rates as they currently are, will the airbags in the Miata that is the US economy be enough to save anyone after the Fed runs this car into a brick wall? Also, viewer questions are answered.
Yet another historic interest rate hike looms over the market like a full moon! Earning season is in full bloom as 1,500+ companies get set to reveal their earnings reports. Inflation and energy costs are on every investor's mind as President Biden releases more oil reserves to combat high gas prices. We all begin to prepare for the midterm elections just a few weeks away.
Joshua brings mega-levels of big data energy to this episode of The Financial Shepherd Podcast. The SWM team covers everything from the affect mid-term elections have on market performance, the worst 60/40 in recorded history, a possible October rally, and much more.
Joshua discusses Warren Buffet's recent moves and admissions of failure, SWM's flood relief fundraiser, the Fed's upcoming rate increase, and answer's viewer questions about dating, life, and love. All this and more on season 2 episode 10 of The Financial Shepherd Podcast - Fed Freak Out.
Joshua goes in detail about the US governments recent student loan forgiveness plan, and how that will affect the market and investors (both current and future investors).
Is the bear getting sleepy? The past few weeks have been a well-deserved reprieve from the total beatdown the market has delivered to investors so far this year. But does this small rally mean we're coming out of the bear market?
Earnings season continues and Joshua brings the big data energy as soon as the numbers roll in. Viewer questions get answered and some important announcements are made. It's a lovely episode all around.
From earnings reports to Fed announcements, the market is raining data this week! Joshua breaks it all down and answers some viewer questions.
The last six months have seen the same story repeated for the market, and Joshua discusses the stagnation in to bear territory we are currently experiencing.
In this episode of The Financial Shepherd Podcast the bear market has escaped from hibernation and is sowing chaos everywhere! Joshua calms the fears among SWM team members by reminding everyone of the thing's investors are actually able to control. Also, someone texts in about SPACs! Super scary stuff...
When will it end? Where will it all turn around? Where are my gains? Does, in fact, the JP stand for "Jurassic Park"? WHAT DO WE DO!?
In this episode of The Financial Shepherd Podcast, Joshua goes in detail explaining the dips and rises of the S&P over the last 42 years, discusses Buffet's recent moves, gets triggered by a viewer question regarding annuities, and takes more questions regarding, crypto, gold, and more.
The Financial Shepherd, Joshua Casey Garland, offers his analysis of the mid-point of Q1, 2022.
The Financial Shepherd, Joshua Casey Garland, answers viewer questions about how to prepare for the expected interest rate hike in March, 2022
The Financial Shepherd, Joshua Casey Garland, answers viewer questions about earnings season, the energy sector, and the upcoming 2022 mid-term election.
In the season 1 finale of The Financial Shepherd Podcast, Joshua answers viewer questions about personal finance and comments on current events affecting the market.
The Financial Shepherd, Joshua Casey Garland CFP®, talks with Emma Schmidt about keeping financial focus while following your personal pursuits in relationships and business.
Brandon Meade, DC visits the studio to speak with The Financial Shepherd, Joshua Casey Garland, about how financial planning can fuel personal growth.
During this episode The Financial Shepherd answers questions about how to prepare your portfolio for 2022.
Raaj returns! Legendary coach and mentor Raaj Gupta returns to The Financial Shepherd Podcast to answer listener and viewer questions from his last appearance.
During this episode The Financial Shepherd sits down with his former boss and mentor Raaj Gupta to discuss the most common problems investors face and how they can overcome these issues.
If your searching for your purpose, trying to overcome obstacles in life, or digging deep to find the motivation to take action that puts you in a position to be successful then you do not want to miss this episode of The Financial Shepherd Podcast. During this episode The Financial Shepherd, Joshua Casey Garland, sits down with serial entrepreneur, Rachel DesRochers owner of the Incubator Kitchen Collective, Grateful Grahams, and Rachel DesRochers LLC.
During this episode, The Financial Shepherd discusses the Alzheimer's Association mission and financial solutions to fight against a dementia diagnosis with program director, Melissa Dever. Getting diagnosed with Alzheimer's is one of the most expensive medical issues that individuals and their families have to find solutions for. As a CFP ® professional, I have had the honor of helping families find financial solutions that minimize the financial stress this diagnosis can cause.
The supply chain issues continue to weigh heavy on the US economy. In today's episode, The Financial Shepherd sits down with former University of Kentucky football player and current business owner of AA Hay trucking, Hunter Barfield to discuss the supply chain issues.
In this episode I take a deep dive into the history and strategy of Shepherd Wealth Management. During this episode, I will be discussing the qualifications, experience, and guiding principles that I have built my life and company around. These guiding principles, along with my experience, are the foundation to the success my clients have experienced working with me.
Check out the latest episode of the Financial Shepherd Podcast. The Financial Shepherd sits down with real estate professional, Joey Z to discuss how he built his business, the challenges and successes with being a real estate agent, and how to take a disciplined approach to making investing decisions.
Everyone has dreams, goals, and priorities in life. At Shepherd Wealth Management our goal is to help people achieve their vision of financial success. How we accomplish this for our clients is by having a conversation with you to learn what is important to you, what is not important to you, and what obstacles are in your way to achieve success. From here we build customized investment strategies that fit your goals, timeframe, and risk tolerance. We then review the progress to achieving your goals quarterly.
During this episode you will hear what a conversation with me, The Financial Shepherd, sounds like. The first Financial Shepherd Podcast series is all about small business owners and how they had to overcome their own fears and why they needed to surround themselves with other experts to give themselves the best chance to achieve their vision of success.