The Wise Investor Show®

Hosted by The Wise Investor Group®

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211

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Oct 2026

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About the show

The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smrja.htm 1950 Opportunity Way, Suite 950, Reston, VA 20190 571-430-7200

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October 24, 202647 min

Lazy Soundbites and Cliches

Simon challenges some of the tired narratives we hear everywhere: " don't fight the Fed," "the market's super expensive," "we're in an AI bubble." He considers how stocks have performed during periods of higher rates, the sharp contraction in stock valuation multiples and the poor history of experts, especially Technology-focused experts, in predicting secular trends. He discusses the incredibly negative sentiment around bonds and how future prospects could be much brighter. Simon shares some takeaways from earnings reports delivered by LMT, RTX and COF. WIG Stocks: LMT, RTX, COF The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

October 17, 202625 min

Oh Me Oh A(I)

Inflation shocks hit but had warning track power this week, as a strong rotation in the markets continued. Yields came down of their highs but some recent leaders in stocks continued to reel in their gains. This week, Chase digests this volatility for you and gets us ready for the heart of third quarter earnings season. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

October 10, 202649 min

A Tale of Two Markets

Simon notes favorable momentum and four-year presidential cycle stock market precedent amid the current geopolitical and macroeconomic noise. He highlights the historically wide dispersion between a small stable of largely Technology-oriented names and a healthy chunk of the rest of the market in bear market territory. He notes how the earnings, valuation and consumer health backdrops are still conducive to higher stock prices if interest rates can stabilize. Simon also discusses CEG, VST and LMT as names that have corrected in price and could be worth considering. WIG Names: CEG, VST, LMT The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

October 3, 202621 min

Tweety Bird

Financial headlines are focusing more and more on the selloff in bonds and the rise in treasury yields. On the show this week, Chase looks at how this is creating opportunities for bond buying, how it may drive some attention away from stocks, and how it may end badly some borrowers. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

September 26, 202642 min

Almighty Earnings

Simon discusses the tight relationship between earnings growth and stock market returns over longer periods of time and how historically strong corporate performance over recent quarters has buoyed stocks in the face of numerous geopolitical and macroeconomic challenges. He discusses the potential impact of higher rates on stocks and highlights how elevated bond yields are rightly attracting investor interest. Simon also reviews the case for MCK and ICE as ideas for investors to potentially consider. WIG Names: MCK, ICE The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

September 19, 202620 min

Warsh Of Course

The Fed delivered their widely anticipated cuts this week. Afterwards, it felt like everyone looked at each other for an hour, then started selling, only to come back on Thursday and start with the buying. On this week's show, Chase tries to make sense of this but puts a greater emphasis on the historic implication of where bond yields have reached and what that means for stocks for the rest of the year. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

September 12, 202645 min

Power Surge

Simon discusses the sharp rise in interest rates that has gathered steam recently. He frames the difference between Fed-controlled and market-driven rates and how to think about from an investor perspective. He suggests that, while rates and bond prices will undoubtedly remain volatile in the near term, the risk-reward tradeoff has grown much more favorable for patient investors. He also examines the electrification megatrend and how a secular investment story is unfolding given a chronically undersupplied market. WIG Stocks: VST, ETN, GEV The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

September 5, 202623 min

Wake Me Up When September Ends

A sharp rise in interest rates and another bond market selloff rattled investors early in the week, putting pressure on stocks while the Treasury Department worked to contain the wildfire burning at the long end of the yield curve. But a handful of comments from a Fed governor changed the mood in a hurry, reversing much of the move by Thursday. On this week's podcast, Chase explains what happened. And staying with the wildfire theme, he also takes a fresh look at a major power producer and its place in the increasingly heated debate over data centers and electricity demand. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

August 29, 202625 min

It's been a great ride!

This is retiring Financial Planner Ann Summerson's last podcast. First, she gives a history of the evolution of financial advising and financial planning over the last 30 years. Then she provides some personal observations she's gathered over the years that she hopes our listeners find useful. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

August 22, 202644 min

Learn and Earn From the Churn

Simon highlights the rise in individual stock volatility and intra-market churn. He cautions against associating daily stock price movement with changes in fundamentals and encourages investors to not miss important emerging trends such as the resurgence in Healthcare and Financials. Simon also provides some thoughts around the rise in longer-term bond yields and how investors should consider in their portfolio positioning. He notes VST, NFLX and UBER as potential values to consider. WIG Names: VST, NFLX, UBER The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.

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