The Wise Investor Show®

Hosted by The Wise Investor Group®

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204

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Aug 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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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.

August 15, 202620 min

What's Bigger Than Mega, Giga?

A giga deal in the AI world this week reshaped the funding landscape to facilitate the growth for the foreseeable future. On the show this week, Chase will review the notable economic news of the week but focus on what this deal means as far as the momentum for spending and risk in the economy. 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 8, 202648 min

Just a Flesh wound?

Simon discusses the violence underneath the surface as July witnessed some of the most significant dispersion in underlying stock market performance in recent memory. He highlights the correction in high flying, momentum stocks and how individual investors, in aggregate, appear to be underperforming the broad benchmarks this year. He also notes how company fundamentals are generally changing much less quickly than stock prices and that investors should understand the story behind the price! He reviews recent reports from LLY, AAPL and AMZN. WIG Stocks: LLY, AAPL and AMZN 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 1, 202618 min

Warsh Pleads the Fifth

A deliberately opaque message from the Fed shakes the markets and draws down a premium from stocks, bonds, and the dollar. This week Chase looks at why there was such a big reaction to a meeting where nothing happened and looks through the inner workings of one of the world's largest energy companies. 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.

July 25, 202641 min

Nothing Lasts Forever

Simon discusses how the market outwardly is experiencing average volatility but there is extreme dispersion at the sector and individual stock level between the surface. He highlights the risks of "momentum" investing and how proper diversification inherently means that parts of the portfolio may be underperforming for periods of time. He also talks about the extremely high bar for corporate earnings and how investors must understand the fundamentals and stories beyond the immediate share price reactions. He discusses recent reports from NFLX, GOOGL and DHR WIG Names: GOOGL, NFLX, DHR, AAPL 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.

July 18, 202632 min

Inherited IRAs: Navigating the 10-Year Rule

In today's Wise Investor Show podcast, Senior Financial Planner Greg Smith discusses some of the ways you can either bypass the forced distribution from an IRA in 10 years for inheritors, or make it more palatable for you and your beneficiaries. With additional ideas in your hip pocket, you'll be better equipped to consider what path you want your IRA accounts to be on, and how you prefer your beneficiaries receive what you saved, invested and grew over the years. 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

July 11, 202621 min

Dr. Strangelove

Expectations from the latest Nato meeting as well as a collapse of the cease fire are driving energy prices higher and expectations for further defense spending. On this week's show, Chase looks at the forecasts for defense spending as well as an update for the rest of the year from one of the big Wall St firms, along with a look at a NOC and NFLX. 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.