"In that moment, the market decided, 'my gosh, people are going to build their own enterprise software by vibe coding through AI.”

"It's funny at the index level to see that we're in one of the lowest S&P volatility periods. But if you look under the hood, there's just like, fire and cascades in different parts of the market."

AI is shaking up the stock market, but not in the way most expected. In this episode of Market Chatter on Wealth Unplugged, we break down why software stocks are taking a massive hit and what it means for your portfolio. We also dive into the surprising surge in small caps and international stocks, share our thoughts on the Fed's next moves regarding inflation, and discuss the stark realities of the "K-Shaped" economy dividing American wealth.

Key Topics:

• Intro & The "SaaSpocalypse" - (00:00)
• Is the AI Infrastructure Build-Out a Bubble? - (08:30)
• A Healthy Market Rotation: Small Caps & International Surging - (14:20)
• Fed Rate Cuts, Inflation Realities, & New Leadership - (24:20)
• The K-Shaped Economy: The Growing Divide in American Wealth - (31:40)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

"Smaller is better so far this year." "The sentiment is just in the tank."

2026 has started with an upward trend for markets, but from unusual suspects. The market rotation is welcome.

Joey and Adam unpack the Mag 7 earnings reports, what’s driving the S&P 500, small cap, emerging market, and international developed market dominance, inflation, the job market, housing, the state of the “AI bubble,” gold, silver, and whether it’s time for a rebalance.

Key Topics:

• Market Overview: Sleeping Giants & The Rise of Small Caps (00:00)
• Job Market Dynamics: A Frozen State (14:27)
• Housing Market: Supply Challenges (22:36)
• Metals Market: The Surge and Fall of Gold and Silver (23:16)
• Investment Strategies: Rebalancing in a Volatile Market (29:20)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

"Weekly jobless claims dropped below 200,000."

"The overall performance has exceeded expectations... the factors for a healthy economy are aligning, even as uncertainties remain."

2025 was another great year for investors. This marks the 3rd year in a bull market, and as we step into 2026, the horizon looks increasingly bright—save for any unforeseen global catastrophes.

In our latest episode of Market Chatter, Adam and Joey break down the momentum that carried us through the past year and why the economic indicators are signaling a robust 12 months ahead for Strivus Wealth Partners' clients and listeners alike.

While the year may not have felt like a constant sprint, the data tells a powerful story. Tune in to learn how healthy market rotations (away from tech), increasing market breadth, healthy consumer reports, declining interest rates, falling jobless claims, boosted tax incentives, and a normalizing yield curve set the stage for healthy market performance in 2026.

Key Topics:

• Market Overview and Recent Trends (00:00)
• Tech Sector Insights (01:04)
• Consumer Health and Bank Earnings (05:08)
• Inflation Discussion (08:23)
• Silver and Gold Price Surge (09:18)
• Mortgage Rates and Yield Curve (13:47)
• Tax Changes and Economic Impact (18:02)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.