Libsyn Directory

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

Release Date: 04/16/2024

Greenland, China, Market Rotation and What Actually Matters for Your Money

Off The Wall

Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and Taiwan, Greenland, and the policy decisions shaping today’s headlines. There’s no posturing here and no outrage bait, just a willingness to talk through complex questions instead of skirting around them. From there, the focus shifts to what actually matters for investors: how markets tend to react when policy dominates the news cycle, why short-term volatility shows up, and how data and discipline...

What Last Year Taught Us About Staying Invested

Off The Wall

A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B. Armstrong, CFA take a step back and anchor the conversation in the reality of what happened in 2025, and why that context is essential as we head into 2026. They reflect on the surprises that shaped last year and connected those lessons to the environment ahead. Key topics: Global markets and why international equities outpaced U.S. stocks in 2025 Volatility, drawdowns, and what last year revealed about investor behavior ...

What Investors Asked: Predictions, Bitcoin, and Gold

Off The Wall

In this Ask Monument Anything episode, we’re answering real questions from listeners of the show. From a question about Michael Burry’s bold predictions and why they continue to draw attention, to a discussion of Bitcoin’s unusual performance in 2025 and the renewed curiosity around gold as a potential safe-haven asset, the conversation then shifts to private credit’s emerging role inside 401(k) target-date funds. Key takeaways: • The patterns that show up again and again when attention-grabbing forecasts circulate • Forces that pushed Bitcoin into an unexpected...

The Guide to Less Stressful Holiday Giving

Off The Wall

The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise. In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and Cecelia Gilliam from our Client Experience team as they sit down in full holiday mode to share ideas that make gifting feel fun again. From opening Roth IRAs for teens, funding 529 plans for nieces and nephews, and introducing kids to charitable giving, to practical strategies like shared family experiences, subscriptions, organizing spreadsheets, and even planning for parents who “don’t need...

The Biggest Questions Shaping Portfolios Right Now

Off The Wall

Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech valuations and the unusual weight a handful of companies now hold inside the S&P 500. We’ll hear about what that concentration means for volatility, why some portfolios feel out of sync with the index, and how listeners can think about risk when the market feels lopsided. Next, they talk about the current labor environment, which is a mix of hiring freezes and productivity changes, and what...

3 Trends in Charitable Giving that May Change How You Give This Year

Off The Wall

2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever. In this episode, we’re joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you’re currently looking at end-of-year giving...

Q3 Market Recap: Alternatives, Gold, and the Bull Market Debate

Off The Wall

It’s the start of a new quarter, which means it’s time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold’s surprising surge, and whether today’s bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the...

5 Years Until Your Last Day: How to Handle the Shift from Career to Retirement

Off The Wall

When you hit 60, there’s a mental shift that begins to occur. After spending 30+ years earning and saving, you are suddenly just a few years away from beginning to spend your retirement income. It’s a challenge every retiree faces: How do you step away from regular paychecks to drawing down your savings every month? In this episode, we discuss how to create an option-rich life in retirement, where your money will come from, how to handle taxes, how to stay flexible, and much more! Tune in to hear the whole conversation. 0:00 – Disclosure 0:48 – Kicking off the 75th episode...

Dow Jones, S&P, NASDAQ: What’s the Difference (and Which Should You Use to Track Your Own Portfolio)?

Off The Wall

For many investors, the Dow Jones or S&P 500 or NASDAQ might as well be the same thing, but that’s not true at all. In today’s episode, Dave, Nate, and Erin dive into the differences between the big three indices and whether you should look to them as indicators of how your own portfolio is doing (spoiler alert: no, you shouldn’t). So what should you be tracking to get the best picture of your performance? And how can you avoid the most common mistakes people make when trying to track their portfolio on their own? Tune in to find out! Please see important...

Should You Wait to Invest? The Q2 Market Review

Off The Wall

In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate, and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification. If you are wondering how to approach market timing, if cash is still king, or if international stocks should fit into your portfolio, this episode is for you! Dedicated email address for...

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