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  • C'mon...Do Something!
    2025/07/17

    In this episode; Joshua deep dives into the recent inflation data, noticing the incongruity in CPI and CORE data. The upcoming congressional vote on three crypto regulatory bills is discussed, as well as a particular infuriating article from Barron’s. Oh, and guess what? We get to talk about the Fed and rates again! Yay.


    And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!


    Important Disclosures


    This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

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    44 分
  • Tariffs in the Streets, (No) Rate Cuts in the Sheets
    2025/06/20

    In this episode; The Fed continues to delay cutting rates! There’s a lot to say about that. Also some other news and cool things.

    Our new website is live! Visit shepherdwm.com

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


    https://youtu.be/zYOrdYS95IU


    Important Disclosures


    This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

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    46 分
  • Temperature's Rising
    2025/06/12

    In this episode; inflation is still falling! And, what is quite possibly the most hated market rally of all time continues to rise. Joshua details why there are actually bullish signs for the rest of the year for investors. The University of Michigan's investors survey continues to illustrate the difference between 'soft' economic and market data vs 'hard' data.


    And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!


    Important Disclosures


    This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

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    43 分
  • Spring Numbers and Lots of Pollen
    2025/05/30

    In this episode; data is blooming! From NVIDIA’s recent reporting to economic and inflation data, Joshua deep dives into all of it! And, spoiler, there’s more current good news in the data than there is bad news.


    Joshua also discusses recent articles in Barron’s and Investor’s Business Daily, as well as comments by JPMorgan and Chase CEO, Jamie Dimon.


    And please head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!


    Important Disclosures


    This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.


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    39 分
  • Are There Monsters Under the Bed?
    2025/05/08

    Our new website is live! Visit shepherdwm.com

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

    https://youtu.be/Xy1KCudQIq0

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    38 分
  • Soft Serving Soft Data
    2025/04/18

    In this episode; Investor sentiment appears to be divided among partisan lines. And, headline news is fueling negative outlooks based on soft data. Meanwhile, the hard data continues to display a robust economic outlook, despite the looming US tariffs.


    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


    https://youtu.be/jRUcyah6auk

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    44 分
  • Fear and Loathing in Las Tariffs
    2025/04/05

    This episode is all about tariffs.

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


    https://youtu.be/jRUcyah6auk



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    42 分
  • Love Will Never Tariff Us Apart
    2025/03/21

    In this episode; Saddle up. This is one long deep dive in to the history and data behind the relationship of the current Trump tariffs, inflation, current investor sentiment, and overall US economic projections. A cannot miss episode for any investor, especially those who are concerned and/or interested in the current state of tariffs and the recent market drop off.

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    50 分