Episodes
36
Latest episode
Oct 2026
Language
EN-US
After years of Five-Minute Finance with LVM Capital as an audio-only podcast, we’re bringing our conversations to video. Our discussions often lean on charts and data, and now you can see them on screen as we talk through them. Our new show: Conversations with LVM Capital. Join us as we discuss what is moving the economy, markets, stocks, and personal finance. Subscribe on YouTube to watch new episodes and follow along with the charts. How to reach us: Email: Podcast@lvmcapital.com Website: https://www.lvmcapital.com/blog/categories/podcast
Five-Minute Finance is becoming Conversations with LVM Capital, now on video. Watch on YouTube, Apple Podcasts, or Spotify to follow along with the charts we discuss in each episode. Tyler and Drew discuss the current breakdown of market breadth which is gaining a lot of attention from investors and media outlets. Tune in to see what's worth knowing.
Tyler and Jordan analyze the latest economic data, including rising personal income, job growth, and strong corporate earnings projections. They discuss the significance of manufacturing expansion after 26 months of contraction and put recent stock market volatility into historical context. With markets historically rebounding after corrections, they outline why long-term discipline, proper asset allocation, and emergency cash reserves remain critical for investors. Tune in for a data-driven perspective on navigating market uncertainty.
Join Tyler and Drew as they discuss the S&P 500’s impressive year-to-date returns, driven by strong earnings growth and rising valuations. We’ll also take a look at historical drawdowns, noting that the average peak-to-trough decline is about 14% in any given year, with 25% declines occurring in 21% of years since 1928—roughly every five years. To wrap up, we offer insights on how to navigate these inevitable market fluctuations, emphasizing the importance of having a tailored stock allocation and extending your investment time horizon.
Tyler and Chuck sit down to discuss College Education planning. The discussion begins with having the end in mind by knowing the current costs of college and the expected future costs of college. We review average merit and grant based awards and the current cost for education in Michigan. Next, we review the benefits of college education and highlight the higher pay and lower unemployment rates for college graduates. Later, we review 529 plans as the best place to save for college education and the benefits of starting early. We wrap up the conversation with college prep tips on when to start taking entrance exams, AP courses, applying for scholarships, and filling out FASFA forms. Find the charts discussed on the podcast at Podcast (lvmcapital.com) .
Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Find the charts discussed on the podcast at Podcast (lvmcapital.com) .
Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for future fixed income returns and more.
Tyler and Jordan sit down and review several market related charts. We discuss market breadth, market concentration, the cautious investor, market fundamentals, and market valuations. Follow along with the charts in the show notes at the link below. https://www.lvmcapital.com/post/market-chart-review
Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum investing is a strategy that seeks to profit from the continuance of an existing market trend. This trading strategy centers around investors buying stocks that are already going up and selling stocks that are falling. The largest ETF by assets under management (AUM) for momentum investing is the iShares Momentum factor ETF which analyzes stock prices, adjusted for volatility, over the past 6 and 12 months. Momentum is about price and price can tell a story about how investors sentiment stands for a certain security or the market. One potential issue with using price as your only guide is that momentum can change very quickly, and investors need to have a set of rules in place to follow including rebalancing rules to account for frequent changes in momentum trends. It is best to use these strategies that have frequent rebalancing and turnover in the correct type of accounts as turnover and realized sell activity can cause tax consequences in taxable accounts. Tyler and Jordan conclude with how LVM uses the momentum factor, which focuses on momentum in analysts’ earnings and revenue estimate trends.
Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key take aways include, Required Minimum Distribution (RMD) age increasing to 73 in 2023 and to 75 in 2033, reduced penalties for failing to take a RMD, increased catch-up contributions to retirement accounts, employer Roth matching contributions, 529 plan conversions to Roth accounts, and more.
Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style of investing focuses on companies that have an above average rate of revenue or earnings growth. Growth investing typically favors younger companies with shorter track records but potentially a new or untapped economic market. They also include investments or companies in new technologies or services. Some companies classified as growth will pay a dividend but, historically, growth companies prioritize reinvesting earnings internally versus paying shareholders in the form of a dividend as they try to grow with their expending economic market. Typically, companies classified as value will return a larger percentage of their earnings to shareholders via dividends. We review two of the largest ETF provider classifications for growth and the factors LVM uses for scoring companies based on growth including, five-year sales growth, five-year earnings per share growth, five-year dividend growth, and projected revenue growth for each of the next two-years. Tyler and Jordan end with reviewing how to combine the value and growth factors for analysis including Craig’s quote during our value factor podcast “Value and growth are two sides of the same coin. A stock is not a good value if there is not some underlying growth, and a growth stock is not a good investment if you pay too high a price.”
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