The Closing Bell

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Jul 2025

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Welcome to "The Closing Bell," your ultimate destination for a deep dive into the ever-evolving world of financial markets, investing, and economic news. Join us as we dissect the week's developments and explore the trends that matter most to your financial success. 📊 Expert Analysis: Our seasoned team of financial experts provides you with unparalleled insights and analysis of the latest market movements. We bring decades of experience to the table, offering you a well-informed perspective on the complex dynamics of the global economy. 📈 Data-Driven Discussions: At "The Closing Bell," we don't just offer opinions; we back them up with cold, hard data. Our commitment to data-driven journalism ensures that you receive reliable, up-to-the-minute information to inform your investment decisions. 🌐 Global Perspective: In today's interconnected world, understanding international markets is crucial. We take you on a global journey, exploring how economic events and geopolitical shifts impact your investments and financial well-being. 🔒 Investment Strategies: Discover time-tested investment strategies and techniques that have proven successful over the years. We break down complex concepts into easily digestible information, empowering you to make informed investment choices. 🌟 Why "The Closing Bell"? We believe that knowledge is power, and our mission is to empower you to make informed financial decisions. Whether you're a seasoned investor or just getting started, our podcast equips you with the tools and knowledge you need to thrive in the world of finance. Tune in to "The Closing Bell" for a weekly dose of financial wisdom, insightful discussions, and a reliable compass for navigating the intricate world of markets, investing, and economic news. Don't miss out on the opportunity to stay ahead of the curve and secure your financial future. Subscribe today and let us be your trusted partner on your financial journey!

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28 recent

August 23, 202437 min

At A Turning Point?

In this conversation, Jason Jacobi and Mark Boyer discuss various topics including the turning point in the market, movement in the markets, alarming data on jobs revisions and credit card debt, the potential impact of policy changes, and the dangers of price controls. They emphasize the importance of competition, minimizing taxes and regulation, and the need for leadership that cares about the middle and lower classes. They also highlight the significance of the upcoming election and the need for informed decision-making. Chapters: 00:00 Introduction: Are We at a Turning Point? 01:19 Chapter 1: Navigating the Turning Point in the Market 08:45 Chapter 2: The Impact of Jobs Revisions and Credit Card Debt 16:16 Chapter 3: The Dangers of Policy Changes and Price Controls 27:08 Chapter 4: The Importance of Competition and Minimizing Taxes 35:12 Chapter 5: The Significance of the Upcoming Election -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

July 26, 202454 min

A New Reality

We are back with our big news reveal! Mark shares the exciting news that their business has grown and they have been approved to be their own registered investment advisor. They discuss the benefits of this change, including increased independence and flexibility. They also share the personal news that Jason's youngest son has been diagnosed with leukemia and ask for prayers. They then dive into the outlook for the rest of the year, discussing interest rates, inflation, and potential investment opportunities. They discuss the potential impact of the upcoming elections on the stock market. They explore the beneficiaries of a red wave (Republican win) and a blue wave (Democratic win), highlighting sectors such as banks, financials, aerospace defense, healthcare, renewable energy, telecommunications, home builders, industrials, and tech. They also touch on the AI industry and the four layers of the AI stack: semiconductors, infrastructure, models, and software applications. Additionally, they discuss the bond market and the potential for un-inverting the yield curve. -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

June 7, 202421 min

Stocks Benefit From Solid Fundamental Foundation

We discuss the resilience of the economy and the market, job numbers, inflation, government spending, and the upcoming elections. They emphasize the importance of diversification and having a well-thought-out plan. They also mention the de-globalization of the supply chain and the growth of companies in the AI and semiconductor industries. Overall, they advise staying balanced, being prepared for different situations, and focusing on long-term investments in strong companies. -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

May 3, 202415 min

Navigating "Sell In May & Go Away"

Mother's Day is a time to celebrate and appreciate moms for their hard work and dedication. The saying 'sell in May and go away' refers to the historical trend of the stock market being less favorable during the summer months. Corporate earnings have been strong, with 80% of S&P 500 companies beating estimates. Inflation is hovering around 3%, which is close to the historical average. The US economy is performing better than other developed countries, with GDP growth projected at 2.7%. Job gain numbers are slowing down, which is in line with the Fed's goal of a more sustainable pace of growth. Interest rates are expected to come down, which is reflected in the bond market. Diversification, including investments in alternatives, can help reduce portfolio volatility and provide stability during uncertain times. -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

December 21, 202359 min

Outlook 2024: A Turning Point

In this special edition of The Closing Bell, Jason Jacobi and Mark Boyer discuss the outlook for 2024. Addressing concerns about a potential recession, the slowing economy, and the impact on wage growth and the job market. Let's dive into what 2024 could bring for the economy, equities, fixed income, alternatives, and further geopolitical risks. Chapters: 00:00 Introduction and Holiday Recap 01:32 Addressing Economic Recession Concerns 04:16 2024 Outlook: Economy 08:57 2024 Outlook: Wage Growth 10:44 2024 Outlook: Part-time vs Full-time Jobs 15:20 2024 Outlook: GDP Growth 17:15 2024 Outlook: Stock Market 20:25 2024 Outlook: Interest Rates and Bonds 23:49 2024 Outlook: Earnings Growth 24:09 2024 Outlook: Stock and Bond Risk Premium Adjustment 26:42 2024 Outlook: Valuations and Fair Value Range 31:23 2024 Outlook: Bonds and Corporate Credit 43:20 Active Management and Bond Yields 44:21 Geopolitics and Commodity Prices 47:14 Currency and the US Dollar 49:40 Alternative Investments and Volatility 52:16 Private Credit and Infrastructure 55:45 The Rise of AI and Digitalization 57:06 Diversification and Adjustments 58:00 The Importance of Personal Touch 58:56 The Meaning of Christmas Links: Our Website: https://boyerfs.com/insights/the-clos... Apple: https://podcasts.apple.com/us/podcast... Google: https://www.google.com/podcasts?feed=... Spotify: https://open.spotify.com/show/0vyXQFO... -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

December 15, 202322 min

Riding the Waves: Navigating Market Surges, Powell's Curveball, and the Path to a Soft Landing

In this episode, Jason Jacobi delves into the recent surge in the equity market and its correlation with Fed Chair Jerome Powell's press conference. Examining the Federal Reserve's historical performance, he assesses the potential for a soft landing in the economy. Jason explores the concept of a rolling recession and its diverse implications across various sectors. Stressing the significance of selective equity investing, he also offers valuable insights into effective fixed-income strategies, such as extending duration in bond portfolios. The episode culminates with a concise summary of essential takeaways and a teaser for the next episode, focusing on the outlook 2024. Chapters: 00:00 Introduction and Market Update 01:26 Jay Powell's Press Conference 03:21 The Fed's Track Record and Soft Landing 05:44 Rolling Recession 07:38 Implications for Companies 09:06 Equities and Bonds 11:30 Selective Equity Investing 13:23 Fixed Income Strategy 14:56 Extending Duration in Bond Portfolio 19:16 Total Return in Fixed Income 21:25 Summary and Outlook Links: Our Website: (https://boyerfs.com/insights/the-closing-bell-podcast/) Apple: (https://podcasts.apple.com/us/podcast/the-closing-bell/id1708657432) Google: (https://www.google.com/podcasts?feed=aHR0cHM6Ly9tZWRpYS56ZW5jYXN0LmZtL3RoZS1jbG9zaW5nLWJlbGwvcnNz%3D) Spotify: (https://open.spotify.com/show/0vyXQFOQdYNvyzgSLzGe2E) -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

April 12, 202422 min

Is Fed Policy Actually Tight?

In this episode, Jason Jacobi and Mark Boyer discuss the topic of inflation and whether Fed policy is actually tight. They analyze the recent market performance and the impact of inflation on the economy. They also explore the relationship between interest rates and GDP growth, as well as the potential implications for investors. The conversation highlights the need for a balanced and diversified portfolio, including alternative investment strategies. -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

March 28, 202429 min

Let's Talk Election 2024

Mark and Jason discuss the election season, what history tells us about markets during election years, and common investor mistakes that can be avoided. -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

December 8, 202337 min

Yuletide Economics: Navigating Disinflation, Bull Markets, and Diversification Strategies

Jason Jacobi and Mark Boyer discuss various economic and investing topics, including Christmas and their favorite holiday movies. They then explain the difference between disinflation and deflation. The conversation moves on to the bull market and the importance of diversification in investment portfolios. Moving onto the current state of the economy, including interest rates and the jobs report. The conversation concludes with a reminder to be open-minded as an investor and to diversify wisely. Chapters: 00:00 Introduction and Christmas Season 01:32 Difference between Disinflation and Deflation 04:17 The Bull Market and Diversification 08:00 Interest Rates and the Economy 09:52 Is the Bull Market Losing Its Meaning? 11:08 Importance of Diversification 15:23 Broadening Out of the Market 19:07 The Importance of Diversification 22:13 Active Management and Research 25:01 No One Knows the Future 28:08 Jobs Report and Economic Outlook 32:13 Geopolitical Uncertainty and Tailwinds 36:20 Closing Thoughts and Wisdom Links: https://boyerfs.com/insights/the-closing-bell-podcast/ -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

December 1, 202333 min

Magnificent Market Movers

The equity markets continue to hum along with big news on the inflation front, and the hawkish tone of Fed Chair J. Powell seems to be slowly changing. In this week's edition, we review: Personal Consumption Expenditures (PCE) Cool Earnings Season Recap 5-Day Market Recap Equity Market Insights Magnifying the Magnificent Seven -- Important Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investing involves risk including loss of principal. Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.