Libsyn Directory

Q1 Market Recap | Featuring J.P. Morgan Global Market Strategist, Jordan Jackson

Release Date: 04/16/2024

The Future of Work: AI's Impact on Your Career & Wealth Strategy with Liza Adams

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Q1 Market Recap: Tariffs, Inflation, and Growth—Reading Between the Headlines

Off The Wall

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Should You Invest In Private Equity? Weighing the Pros and Cons with George Coyle

Off The Wall

Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M. Hay, CFA®, CMT®, are joined by George Coyle, Chief Investment Officer of Triangulated Capital Management to answer the most pressing questions...

Does Your Money Have Meaning? How to Understand the “Why” Behind Your Wealth Goals with Marla Sofer

Off The Wall

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee. We discuss the journey to self-actualization, how understanding your purpose influences financial decisions, and why clarity on your goals makes money management easier. But how do you define your...

We’re Back: 2024 Market Analysis and 2025 Predictions

Off The Wall

Happy 2025! We’re reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down S&P sector performance, Erin delves into Small Caps, and Nate shares his take on the death of active management. Then tune in to hear how Dave, Erin and Nate fared on their 2024 predictions, and what they...

From DAFs to Charitable Trusts: Choosing the Right Path for Meaningful Philanthropy

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As the giving season draws near, you may be wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy. In this Off the Wall discussion, Monument’s Emily Harper will be hosting and interviewing our regular host, Jessica Gibbs, about all things charitable giving. Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? ...

The Sandwich Generation: Protecting your Parents' Assets and Their Legacy with Catherine F. Schott Murray

Off The Wall

Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children. In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at . They discuss the critical importance of starting conversations about estate planning, navigating legal considerations for parents with diminished capacity, and the role of trusts in asset protection. The...

Q3 Market Recap: Fed Rate Cut, Labor Market Dynamics, and Predictions for the Rest of 2024

Off The Wall

We're reviewing the Q3 2024 market and year-to-date trends, reflecting on our surprises, and highlighting our key insights drawn from the data. In this episode of Off the Wall, host Jessica Gibbs, CFP® is joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA, CMT and Nate Tonsager, CIPM. Tune in to hear our discussion on the strong yet volatile performance of global equities, the impact of the Fed's 0.50% rate cut, and observations of China’s capital markets. The team also explores market participation, seasonality, and labor market...

Economist Bob Stein’s Take on the 2024 Presidential Race and Future of our Economy

Off The Wall

How will the 2024 election affect the economy, the markets, the deficits, and your wallet? Our favorite economist is back on the podcast for a third time with his straightforward opinions! Bob Stein is the Deputy Chief Economist at First Trust Advisors, where he’s responsible for commenting on and forecasting the U.S. economy. In this Off the Wall discussion, Bob shares his thoughts and predictions for the 2024 electoral races for the House, Senate and White House, and their impacts on the American people. Bob breaks down the scenarios and...

Burnout-Proof Leadership: 3 Ways to Prevent and Overcome Burnout

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Did you know that nearly half of employees and managers report experiencing burnout in 2023? As our lives get busier and competition in the workplace grows, it’s an unfortunate reality… So, how can high achievers prevent burnout while still working towards their goals? Here to talk about it is Rachel Boehm, a Behavior Change and Performance Coach and Psychologist who’s transforming the way we work. In this Off the Wall discussion, you’ll learn science-based ways to sustain peak performance and be a burnout-proof leader. Rachel shares the sneaky...

More Episodes

How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team.

Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2. We explore the best and worst performing sectors, unpack the Federal Reserve's recent actions and their impact on interest rates, and delve into the ongoing S&P 500 bull market with a focus on future growth potential.

Additionally, the episode tackles the record concentration within the top holdings of the S&P 500, analysing potential future trends as well as considerations for investing in small cap stocks, particularly in a rising interest rate environment. Finally, the team goes round-robin to share their optimistic and pessimistic views on the markets going forward.

“75% of the time, going back to 1980, the equity market has been positive by calendar year. I think that's really important. Yes, volatility is a price we pay as investors, but as long-term investors investing in equities...that [staying invested] is how you grow your wealth.” Jordan Jackson

Episode Timeline

[00:00] Intro

[02:00] A Historical Look at The Fed’s Interest Rate Moves During Election Years

[03:50] Erin’s Take on Where we Are with the Current Bull Market and How long it Might Last

[05:26] Nate Talks about the Spike in Commodity Prices and its Impact on Volatility and Inflation

[06:50] Jordan Jackson’s Bullish Take on the Equity Markets and Fed’s Monetary Policy

[9:10] Do We Need Interest Rate Cuts to See Successful Equity Markets and Economic Growth?

[14:00] S&P 500 Market Concentration – How Durable is the Equity Market Considering the Top 10 Names Hold over 34% of the Value?

[20:00] Stats and Advice for People Investing in Small Cap Stocks

[25:00] Why Should Investors be Optimistic About Investing Now?

[30:00] Momentum Investing and Long-Term Gains

[32:00] Speed Round: A Round-Robin Take on the Markets – Both Optimistic and Pessimistic Views

[44:00] Jordan Jackson’s Optimistic Wrap-Up and Kind Words About Monument 😊

[47:00] Outro.

About Jordan Jackson

Jordan Jackson, Executive Director is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and is a frequent guest on Bloomberg, CNBC, and other financial news outlets.

He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and weekly blog posts.

An employee since 2015, prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada.

He earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses.

Follow Jordan Jackson on LinkedIn: https://www.linkedin.com/in/jordankjackson/

Resources Mentioned:

J.P. Morgan Guide to the Markets: https://bit.ly/48I0YbY

Jordan Jackson's writings and blog posts: https://am.jpmorgan.com/us/en/asset-management/adv/bios/jordan-jackson/

Follow Jordan Jackson on LinkedIn: https://www.linkedin.com/in/jordankjackson/

Follow our Portfolio Management team on LinkedIn:

Erin Hay, CFA https://www.linkedin.com/in/erinhay

Nate Tonsager, CIPM https://www.linkedin.com/in/nate-tonsager-5a019b105

David B. Armstrong, CFA https://www.linkedin.com/in/davidbarmstrong/

Connect with Monument Wealth Management:

Visit our website: https://bit.ly/monumentwealthwebsite