The Market Commentators: Recent Episodes
Andrew Willms
The Market Commentators is an investment podcast that is aimed at investors of all experience levels. Andrew Willms, CEO of The Milwaukee Company, is joined by his colleagues Mike Willms and Matt Salm for a weekly discussion about the markets, the economy, and all things investing.
Nothing shared in this podcast is intended to be investment advice.
In this week’s podcast, The Market Commentator shares his thoughts on what he believes are likely to be the key drivers for the stock and bond market for the rest of the year.
In today’s podcast, the Market Commentator discusses “nowcasting”, which refers to the monitoring of economic conditions in real-time to assess the current state of the economy or the markets. Unlike forecasting, which refers to an attempt to predict the future, nowcasting can provide valuable insights on where things currently stand.
Vacation homes can be the source of family fun, bonding and happy memories. Absent proper estate planning, they can also trigger heated arguments, hard feelings and lawsuits. In this week’s podcast, The Market Commentator and Maureen O’Leary discuss estate planning strategies that can help ensure a family-owned vacation home fosters togetherness for many years to come.
Vacation homes can be the source of family fun, bonding and happy memories. Absent proper estate planning, they can also trigger heated arguments, hard feelings and lawsuits. In this week’s podcast, The Market Commentator and Maureen O’Leary discuss estate planning strategies that can help ensure a family-owned vacation home fosters togetherness for many years to come.
In this week’s podcast, The Market Commentator shares his thoughts on four of the most significant questions investors are struggling with right now.
In today's episode of the Market Commentator podcast, guest host Jake Willms is joined by Maureen O'Leary to discuss if cryptocurrency and NFTs belong in your retirement plans or trusts.
In today’s podcast, Mr. Market Commentary discusses his thoughts about where inflation is heading from here.
Is owning a vacation home all that it is cracked up to be? Are vacation homes a good investment. In this week’s podcast The Market Commentator is joined by estate planning attorney Maureen O’Leary to discuss the pros and cons of owning a vacation home.
Bear markets can result in opportunities for patient investors who have accumulated cash. In this week’s podcast, the Market Commentator shares some tips on how you can prudently capitalize on the stock market pullback.
Recession fears have been growing in recent weeks. In today's podcast, the Market Commentator considers whether the start of a new recession, either this year or next, a forgone conclusion? Or, might the Fed yet be able to bring inflation back to the central bank’s 2% target rate without causing the U.S. economy to contract?
With the S&P 500 index having fallen by more than 20% from its all-time high set in January, a new bear market has “officially” begun. In today’s podcast Mr. Commentator shares some bear market history, his thoughts on how long the current bear market may last, and offers some suggests on what to do –and not do—to weather the storm.
In this episode, Jake Willms returns as the guest-host of The Market Commentator podcast. He is joined once more by Jim Picerno to talk about the current landscape of cryptocurrencies and who should be the one to regulate them.
In this week’s podcast, The Market Commentator is joined by estate planning attorney Maureen O'leary-Guth to discuss ways to make lemonade from lemons when stock prices fall.
In this week’s podcast, the Market Commentator discusses how the simultaneous decline in stocks and bonds, mixed economic signals and a surge in market volatility have left both institutional and individual investors befuddled as to what to come next.
In this week’s podcast, The Market Commentator explores why stocks and bond prices have been hit hard since the start of the second quarter, and shares his thoughts about what the future may have in store and how to prepare for it.
Soaring inflation rates, rising interest rates, a slowing economy and a war in Europe have combined to cast a pale over the stock market the likes of which we haven’t seen since the outbreak of the Covid-19 pandemic. Is it a good time to exit equities in favor of less volatile alternatives?
In this episode of the Market Commentator podcast, Jake Willms fills in as the host for Andy Willms, while Jim Picerno returns to talk about whether cryptocurrencies like Bitcoin and Ethereum belong in your portfolios.
Inflation that reached heights not seen in 40 years, and is threating to push the economy into a recession. The Federal Reserve is doing its best to provide a soft landing. Is a crash landing more likely?
On this week’s podcast, Andy is joined by his son Michael Willms, who is an intern at The Milwaukee Company, and a member of Marquette University’s eSports Team. Andy and Michael discuss the big money being made by the top players in the video game industry.
In this week’s podcast, the Market Commentator is joined by Jake Willms. The duo will be talking about the current state of the housing market, and when it might finally cool off.
In this week's episode of The Market Commentator podcast, Andy plays catchup on the recent events affecting markets and offers his opinion on where they are going from here.
The Market Commentator recaps February’s tumultuous month in today’s podcast, and shares his thoughts on where we may go from here.
After months of saying it had no intent to invade the Ukraine, Russia has done just that, sending thousands of troops into breakaway regions of the country. In today’s Podcast, The Market Commentator and Jim Picerno, the Director of Analytics at The Milwaukee Company, discuss how Russia’s actions have impacted the markets and where things may go from here.
In today’s podcast, the Market Commentator explains why he feels that this is no time to panic, even though prices are rising at their fastest pace since the early 1980’s.
In today’s 8 minute podcast, the Market Commentator discusses why he’s not planning to call a market bottom quite yet.
Russia has amassed over 100,000 troops on the Ukrainian border. Will it invade its neighbor, and if it does, what might that mean for the markets? In today’s podcast, The Market Commentator is joined by his colleague, The Capital Spectator (a/k/a Jim Picerno), to discuss the situation.
In today's podcast, The Market Commentator discusses what's behind growth stocks' recent struggles and whether the recent sell off will lead to trouble for the markets.
In today’s podcast, The Market Commentator shares some thoughts about the latest CPI report from the Labor Department, which showed the consumer prices rising at the fastest pace in decades, and lays out 3 scenarios on where things may go from here.
In this week's Market Commentator podcast, Andy shares his views on the Federal Reserve's Open Market Committee meeting minutes from last month, as well as the market's surprising reaction.
In today’s podcast, The Market Commentator shares his thoughts about setting expectations for portfolio returns for the next ten years.
The Market Commentator discusses a new COVID variant, named Omicron, that rocked global markets last Friday. Andy also offers his thoughts about how investors should cope with this new variant.
In today’s podcast, the Market Commentator shares his thoughts about President Biden’s nomination of Chairman Jerome Powell to a second term, and what it could mean for the economy and interest rates moving forward.
In his last couple of podcasts Mr. Market Commentator has talked about mistakes that successful investors avoid. In this week’s podcast, he explains about how investing in bonds even when interest rates are very low can help you avoid two of the most costly of those mistakes, namely giving into FOMO and buying high and selling low.
In this week’s podcast, the Market Commentator picks up where he left off last time regarding costly mistakes investors frequently make and how to avoid making them yourself.
In this week's episode of the Market Commentator podcast, Andy shares his thoughts on some of the most common mistakes even the most experienced investors make and how you can avoid them.
With economic growth slowing, and inflation showing signs that it may be more persistent that originally expected, stagflation has returned to many investors’ radar. In today's podcast, Andy discusses his thoughts about the prospects for stagflation, and offers suggestions on how to limit the harmful effects it might have on your portfolio.
All hell has broken out in DC. Civility has left town as have concerns about what is best for the country. The latest example of this trend – the ongoing battle to raise the deficit ceiling. In this podcast Andy Willms, President and CEO of The Milwaukee Company, talks about what the current feud could mean for your portfolio.
Bill Gross, the one-time bond king who co-founded fixed income giant Pimco, wrote last week that bonds belong in “the investment garbage can.” Listen in and hear why The Market Commentator disagrees.
The August non-farm payroll report was a huge disappointment, with almost 500,000 fewer jobs being created than surveyed economists had expected. In this podcast, the Market Commentator shares his thoughts about what this could be signaling for the economy and markets ahead.
Chairman Powell's press conference offered valuable insights into his thinking regarding when, and how, the Federal Reserve plans to scale back its efforts to stimulate the economy.
Gamblers are known to take some risk off the table by hedging their bets. Many investors have also adopted the practice, with mixed success. In today’s podcast Andy discusses the pros and cons of hedging investments in publicly traded securities and The Milwaukee Company’s new Smart Market Beta Strategy, a quantitative, rules-based approach for hedging market risk.
In this week’s podcast, Andy Willms is joined by Peter Smiley, a tax attorney with O’Leary-Guth Law Office, S.C. Andy and Peter talk about IRS-approved ways to lessen the drag taxes can be on investment returns.
In this week’s Market Commentator podcast, Jake and Andrew Willms discuss the current state of the U.S. economy, and what an eventual cooling off might mean for the stock and bond markets
In this week's podcast, The Market Commentators are joined by Mike Willms and Jim Picerno to discuss the outlook for interest rates, and what the recent decline in the ten-year Treasury bond rate might be signaling for the stock market.
In this week’s podcast, The Market Commentators look back on what transpired in the stock and bond markets in the recently concluded 2nd quarter and offer some thoughts on what to watch for in Q3 and the rest of 2021.
In this week’s podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children’s education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.
In this week’s podcast, the market commentators talk about two under-appreciated investments that offer high returns with low - or no - risk.
In this week’s podcast, the Market Commentators are joined by Maureen O'Leary to discuss the "tax-the-wealthy" movement and their views on the effectiveness and fairness of the various tax proposals being circulated around Washington.
In this week’s podcast, Andy and Jake take dive into the ongoing debate on whether enhanced unemployment benefits has led would-be workers to stay home. They also talk about the return of meme madness to Wall Street.
In this week's episode of the Market Commentator podcast, Jim Picerno rejoins the show to discuss the outlook for U.S. dollar. Andy and Jim discuss the arguments for, and against, a falling dollar, and whether or not the dollar is threatened as the world's reserve currency.
In this week’s podcast Jake and Andy Willms discuss China’s looming corporate debt crisis and its potential impact on global and U.S. markets. They also discuss China’s efforts to reign in rising commodity prices and the latest developments surrounding the ongoing crypto crash.
In this week's episode, Jake returns to the podcast to discuss with Andy what the unprecedented expansion in the deficit and amount of dollars in circulation might mean for bonds and stocks, as well as breaking down the cryptocurrency market and why regulation may dictate its future.
In this week’s podcast, Andy and Jake Willms discuss why this could be an opportune time to convert your traditional IRA into a Roth. The guys also weigh in on whether the time is right to raise federal the minimum wage.
In this week's podcast, Jake Willms returns to the show, but this time he will be the one asking the questions. Andy and Jake discuss President Biden's proposed tax raises and how they might affect investors in the future.
In today’s podcast, Andy Willms is joined by Dr. Dimitri Delis, Managing Director of Piper Sandler Financial Strategies. Andy and Dimitri discuss the unprecedented growth in deficit spending by the U.S. government, what the ramifications might be, and whether investors need to be concerned.
In today’s podcast, the Market Commentator explains how a family can pool their investment dollars, lower fees, potentially increase returns and safeguard their assets with a family-owned limited liability company (LLC).
In this week's podcast, Andy is joined by Michael Curran, the newest member of The Milwaukee Company. Mike and Andy discuss the red-hot housing market, what might cool it off, and ways to add housing to your investment portfolio.
In this week's podcast, Jake and Andy Willms discuss their thoughts about investing in Bitcoin and the likelihood of Bitcoin becoming a viable alternative to government-backed currencies as a form of payment in commercial transactions.
The battle lines have been drawn between those who fear that inflation may spiral out of control, and those who feel there is nothing to fear but fear itself. In this week’s podcast, Jim Picerno (The Milwaukee Company's Director of Analytics) returns to the podcast to discuss both points of view, and share his view on the subject as well.
Special Purpose Acquisition Companies (SPACs) are all the rage on Wall Street. But just because they are popular does not mean you should invest in them. In this week’s podcast, Mike Willms and I discuss the pros and cons of this new investment vehicle, and whether or not they are sound investments.
In this episode of the Market Commentator, Jake Willms rejoins the show to discuss a new trending topic within finance: Non-fungible Tokens (NFTs). Andy and Jake cover the basics of what an NFT is, how and why someone might purchase one, and their opinions of NFTs looking forward into the future.
Dan Dujmic, a Principal in Taxable Fixed Income at Piper Sandler & Co., returns to the podcast this week to discuss the potential for rising interest rates and how you can prepare your portfolios now.
In this week’s podcast, Andy is joined by his former law partner Maureen O’Leary. Andy and Maureen talk about Democratic proposals to raise the estate and gift tax rate, reduce the amount that can be given away tax free during life and at death, and to increase the taxes investors have to pay on their profitable investments. Andy and Maureen also talk about steps investors can take to lessen the tax bite that follow if these changes were to become law.
In this week's podcast, Andy is joined by Dimitri Delis, Senior Economic Macro Strategist and Managing Director of Pieper Sandler Financial Strategies. Andy and Dimitri discuss the outlook for the U.S. economy in the months ahead, the risk of inflation in 2021, whether a stock market correction is imminent, and more.
Andy Willms and Jim Picerno discuss how investing in stocks that have positive momentum can lead to higher returns, as well as how to sidestep the drawbacks to so-called momentum investing.
Peter Smiley, an attorney who specializes in the areas of tax planning and preparation, joins The Market Commentator podcast to talk with Andy Willms about changes to the tax code that, if adopted, would impact all investors, big and small alike. Andy and Pete give special attention to proposed changes to the way capital gains are taxed, and what you can do now to prepare for that possibility.
In this week's podcast, Andy is joined by his son Jake, a quantitative analyst with the Milwaukee Company. Andy and Jake explain the GameStop short squeeze, and the impact new investors are having on other highly shorted stocks , silver, and the markets generally.
In today’s podcast Andy and Mike Willms discuss the prospects for inflation and “reflation” in 2021, and recent buzz surrounding the so-called “reflation trade”.
In this week’s podcast, Andy talks with Dan Dumjic, a Principal in Taxable Fixed Income at Piper Sandler & Co. Dan and Andy discuss the current outlook for the fixed income market, the impact rising rates and inflation could have on fixed income investors, and the potential advantages of mortgage-backed securities in a rising rate environment.
In this week's podcast, Andrew Willms and Jim Picerno discuss value investing, why its had a long stretch of under-performance, and the likelihood of it making a comeback. This week marks the beginning of a new format for The Market Commentator podcast.
In this week's Market Commentators podcast, the group discuss how markets are rising to new highs in more ways than one. From the Dow Jones to Bitcoin, valuations are continuing to grow, and so are coronavirus cases, which is showing no sign of slowing down.
In this week's podcast the Market Commentators discuss how high stock market valuations have triggered a massive rotation of investor dollars out of growth stocks and into value stocks.
In this week's episode, the Market Commentators focus on the newly-announced COVID vaccine developments from Pfizer and Biontech, as well as the importance of sticking to your investment plan even during uncertain times.
In today's podcast the Market Commentators discuss why the stock market has been rallying even as the election results remain unknown. Andy, Mike and Jake also offer their thoughts on what may lie ahead for both the stock and bond markets in the days and weeks ahead.
Jake Willms serves as the moderator of this week’s Market Commentator podcast. Jake, Mike and Andy consider what a Democratic sweep on election day might mean for the markets and your portfolio, and what (if anything) you should do to prepare for that possibility.
In this week’s podcast, Andy is joined by his son Jake Willms, who is a quantitative analyst with The Milwaukee Company. Andy and Jake talk about what a blue wave might mean for the stock market and interest rates, some pleasant surprises in the initial 3rd quarter earnings report, and if Congress should slay the tech giants.
In today’s podcast, the Market Commentators talk about how recent political developments are influencing the stock market, the state of the bond market, whether it makes sense to borrow money to invest in stocks, and if we’re in the midst of a "dot-com" tech stock bubble.
In this week’s podcast, Andy and Mike Willms discuss the first Presidential debate as well as some other political developments that could affect markets in the upcoming weeks. The Market Commentators also talk about the record level of bankruptcies, the ongoing housing boom, and the new found love a couple of the big brokerage firms have for gold.
In this week’s podcast, The Market Commentators discuss the potential impact politics could have on the stock market, including the filling of the Supreme Court vacancy caused by the passing of Ruth Bader Ginsburg, the stalemate in Congress over a new stimulus package, the strain the TikTok debacle is putting on the U.S. and China, and the November Presidential and Congressional elections. The guys also consider the current outlook for the U.S economy and the Covid-19 Pandemic.
In this week’s podcast, the Market Commentators discuss the prospects for another round of government stimulus and whether the corresponding massive increase in the size of the federal deficit is a cause for concern. Andy and Mike consider the extent to which the S&P 500 and Nasdaq have become increasing concentrated in Facebook, Amazon, Apple, Alphabet/Google and Microsoft, and how that affects investors in ETFs that track those indexes.
The Nasdaq and the S&P have both entered into correction territory, having fallen by more than 10% over the last few days. In this week’s podcast, The Market Commentators discuss the significance of the sell off, Federal Powell’s recent assertion that it could be years before the Fed lets interest rates rise meaningfully, and the recent suspension of AstraZeneca’s Covid-19 vaccine clinical trial.
In today's podcast Andy and Mike take turns making both the bull and bear case on a variety of issues, including:
- Will the stock market rally will continue?
- Has the Coronavirus-triggered recession has ended?
- Are higher inflation rates looming?
- Is the worst of the pandemic is behind us?
In this week’s podcast, The Market Commentators discuss if the stock market’s rise to record highs makes sense, whether these levels are sustainable and the potential for more record highs, and what’s happened to all of the stock market bears. The Commentators also consider the Fed’s expected adoption of an “average inflation targeting” policy.
In this week’s podcast, the Market Commentators discuss the Buffett Indicator’s current warning signal, the S&P’s record-breaking recovery and whether this time is truly different. Mike and Andy also weigh in on the outlook for additional government stimulus, and how the ever-growing deficit might impact the markets in the years ahead.
Learn more about the Buffett Indicator by reading last week's Trending article.
In this week’s podcast, the Market Commentators discuss the government’s efforts to support the economy and whether or not their efforts were the right amount of aid. Mike and Andy also consider if investors need to be worried about the possible return of inflation and rising interest rates, and how to protect against those possibilities. The guys also talk about the exceptionally high prices at which stocks are trading and what that could mean going forward.
In this week’s podcast, the Market Commentators discuss a couple of the leading candidates for a Covid-19 vaccine, if bonds still make sense with interest rates so low, whether the market’s recent behavior signals permanent change, and whether the CEO's of America’s tech firm giants deserve all grief the were given by both the Congress and the President last week.
In this week’s podcast, the Market Commentators talk about what the increase in insider selling and the recent weakness in the dollar might mean for the stock market. The guys also discuss why some are worried about the return of inflation, and what that could mean for investors.
In this week’s podcast, the Market Commentators discuss the latest news regarding COVID-19, expectations for this week’s major earnings reports, and ask the tough question if we are in the middle of a tech bubble that could create vulnerability in our economy today.
In today's podcast, The Market Commentators discuss whether the tech giants can continue their impressive run, what to expect as earnings week begins, if bonds should continue to be part of your portfolio with interest rates so low, and whether additional government economic stimulus is warranted.
After a quick recap of what we saw in the markets during the first half of 2020, the Market Commentators discuss government spending on a Covid-19 vaccine and encouraging economic data from ISM. Then we dive into why investing too much betting the S&P 500 could be a risky move.
This week The Market Commentators discuss the rise in US Covid cases. Is a V-shaped economic recovery still possible? Will prolonged government stimulus result in a bubble? And most importantly, how can individual investors manage these risks?
This week The Market Commentators discuss how markets and the economy might respond to a 2nd wave of covid-19: is another lockdown possible? Is more stimulus on the way? And how significant are the advances in treatments? Plus we debate which economic forecasts we trust the most.
This week The Market Commentators grapple with whether we’re in the midst of a new bull market. We discuss the rally in airlines, cruise lines, energy, and REITs; the risks posed by the pandemic accelerating in other countries; TINA and FOMO; and the prospects of a significant stock market pullback in the weeks ahead.
This week The Market Commentators discuss the disconnect between Wall Street and the US economy; how that disconnect might be resolved; the primary reasons the VIX remains elevated; the wide-ranging impacts of the Federal Reserve’s stimulus; and several other topics.
This week The Market Commentators discuss the continued surge in equity markets; the economic risk posed by rising tensions with China; why the difference between new unemployment claims and continuing unemployment claims matters; and how the record-breaking numbers of new brokerage accounts being opened could lead to trouble for the stock market down the road.
This week The Market Commentators discuss Monday’s stock market rally; optimism about Moderna’s potential vaccine; record corporate bond issuance in April; why extreme volatility is still present in markets; and some practical steps investors can take right now (hint: Roth IRAs look very attractive).
This week on The Market Commentators we discuss how the NASDAQ has outperformed other stock market indexes; April’s unemployment numbers; a potential return to normalcy in fixed income markets; why the decision to buy or sell equities should be based on an individual’s investment horizon and risk tolerance; and we grapple with the always controversial question about markets – is this time different?
This week The Market Commentators discuss Warren Buffet’s recent actions, conditions in the bond market, the possibility of rising inflation, and where value stocks might fit into an investor’s portfolio.
Link to Stat's Covid-19 treatment tracker: https://www.statnews.com/feature/coronavirus/drugs-vaccines-tracker/
This week’s episode of The Market Commentators podcast examines the stock market’s rally in April, coronavirus treatment developments, municipal bonds, federal stimulus pros and cons, and diversification.