Noah Brooks, Good Life Director and Chief Investment Strategist, and Chris Needs, Research Analyst, geek out – ahem, “enthuse” – over the markets and the investment landscape for an artful discussion on relevant and interesting influences and impacts to the economy and your financial outlook.
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The Resilient Consumer: Economic Strength Amid High Rates
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In Episode 22 of Market Enthusiast, Noah Brooks and Chris Needs discuss a range of topics including recent events from a conference, the importance of tax planning, the impact of the upcoming election on tax policy, current market trends, housing market dynamics, consumer resilience, interest rates, national debt, and global economic comparisons. T…
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In Episode 21 of Market Enthusiast, Noah Brooks and Chris Needs recap their Nashville Advisor Conference experience, highlighting the valuable connections made with advisors and partners, engaging sessions on behavioral finance, and tech solutions like Asset Map that simplify financial planning. They also discuss top insights from speakers, includi…
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Elon’s Robot Dreams and Nuclear Energy: Future Power Grabs?
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In episode 20 of the Market Enthusiast, Noah Brooks and Chris Needs discuss the current state of the market, highlighting the surprising resilience of major indices despite various economic challenges. They delve into job growth, earnings performance, and the implications of digital currencies, while also addressing inflation and consumer spending …
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Q3 Recap: Big Gains, Tech Flat, and Small Caps Rising
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In episode 19 of the Market Enthusiast, Noah Brooks and Chris discuss recent developments in the financial markets, including the Federal Reserve's rate cuts, market performance, and economic indicators. They also delve into the political landscape as the election approaches, the impact of labor strikes and automation on the workforce, and global e…
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Debating Politics and the Economy: Harris vs. Trump
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In episode 18 of the Market Enthusiast, Noah Brooks and Chris Needs discuss various topics including the 23rd anniversary of the September 11th attacks, the recent presidential debate, the market's reaction to a possible Harris presidency, the CPI report, the S&P 500 rebalance, and the growth of Uber Freight. They also touch on the potential impact…
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The AI Revolution: Are We Just in the Second Inning?
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In this episode of the Market Enthusiast, Noah Brooks and Chris Needs discuss various topics including the recent US Open tennis tournament, the earnings of Nvidia, the revision of jobs data, the remarks of Fed Chair Jerome Powell, the rotation between growth and value stocks, the performance of utilities, the oil shutdown in Libya, and the arrest …
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Volatility Spike: The Emergency That Never Was
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In this episode of the Market Enthusiast, Noah Brooks and Chris Needs discuss discuss recent market events, including a growth scare, the Japanese yen carry trade, and market volatility. They also touch on topics such as inflation, CEO news, and the evolution of technology companies. The conversation concludes with a discussion on the upcoming rate…
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The Great Rotation: Why Small Caps & Value Matter
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The conversation discusses the recent outperformance of small-cap stocks and the rotation happening in the market. It also touches on topics such as the Olympics, airline industry updates, cybersecurity issues, GDP growth, housing starts, and the impact of technology stocks. The hosts emphasize the importance of healthy market rotations and advise …
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The conversation covers various topics including the travel boom, market rotation, inflation data, housing market, data hacks, and political investing. The hosts emphasize the importance of not making investment decisions based on emotions or politics and the need to stay invested for long-term compounding. They discuss the potential for a mild rec…
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In this conversation, Noah Brooks and Chris discuss various topics including the 4th of July, market performance, inflation, diversification, and the Olympics. They also touch on the Hong Kong situation and the efficiency of the American capital markets. The conversation provides insights into the current state of the market and the factors influen…
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Record Highs: Mega Cap Dominance Amid Small Cap Challenges
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The conversation covers various topics including the performance disparity between growth and value stocks, the concentration of market capitalization in mega-cap companies, the impact of AI on the market, the recent jobs report, the volatility index, and the state of the American economy. The hosts also discuss personal anecdotes about travel, gol…
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Cheap Vegas & Nvidia Surpasses $3 Trillion
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The conversation covers a wide range of topics, including market performance, job reports, Nvidia earnings, AI chips, remote work, travel, and personal experiences. The hosts discuss the impact of elections on the market, the performance of different sectors, and the future of remote work. They also share personal experiences from a trip to Las Veg…
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Navigating Market Highs From Dow 10,000 to 40,000
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The conversation covers various topics including the stock market reaching all-time highs, the performance of different sectors, the potential impact of AI on energy consumption, the risk of a bird flu outbreak, inflation, and the bankruptcy of Red Lobster. The hosts also discuss the Aurora Borealis, the recent rally in Chinese stocks, and the over…
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Mother's Day Edition: Earnings, Market Correlations and Peloton's Plunge
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In this episode of the Market Enthusiast, Noah Brooks and Chris Nees discuss various topics including the market sentiment, the Fed's pivot, Mother's Day spending, bond market performance, correlation between stocks and bonds, earnings season, Boeing whistleblowers, Qantas' longest nonstop route, streaming services offering live events, and the upc…
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Market Sentiment Shifts: Fed Policy and AI Impact
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The conversation discusses a change in sentiment in the market, with a potential shift towards volatility and a minor repricing. The Federal Reserve's decision to lower rates is being pushed out, and there is a concern about potential wage inflation. The conversation also touches on the impact of AI on various industries, including healthcare and e…
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1st Quarter Recap: A Broadening Rally and Fed Cut Expectations
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In this conversation, Noah Brooks and Chris Neese discuss various topics including market performance, economic data, sector rotation, and the power of compounding. They highlight the strong performance of the market in the first quarter, with energy, financials, and industrials leading the way. They also discuss the potential impact of the Francis…
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Reflecting on Resilience:15 Years Since the Stock Market Bottom
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In this episode of the Market Enthusiasts Podcast, Noah and Chris discuss various topics including the jobs report, CPI report, market performance, TikTok and national security, the Boeing whistleblower, and the anniversaries of the lockdown and the global financial crisis low. They emphasize the importance of not betting against the American econo…
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Valentine's Day Edition: Cocoa Surges and Earnings Soar
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In this conversation, Noah and Chris discuss various topics related to the economy and the financial markets. They start by analyzing the blowout jobs report for January and its impact on rate cuts. They also discuss the challenges of achieving a soft landing for the economy and the performance of the market, which has reached all-time highs. The c…
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Inflation Insights: From Transitory to Sticky
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In this first conversation of 2024, Noah and Chris discuss various topics related to the market and the economy. They talk about the year-end rally and market performance, job numbers and economic growth, the outperformance of the US economy compared to international markets, inflation and GDP numbers, home prices and affordability, crypto and ETF …
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In the third episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team recap everything notable from 2023, including AI trends and ChatGPT, the collapse of Silicon Valley Bank, and Ozempic. They discuss the impact that 2023 events and headlines made on returns, straight from the mouths of portfolio man…
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Holiday Travel, Shopping Trends & Evolving Market Dynamics
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In the second episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team discuss the Thanksgiving season, focusing on the impacts on travel and shopping. They touch on various topics, including holiday travel expectations, Black Friday shopping trends, and the evolving dynamics in the market landscape. …
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In this premiere episode of the Market Enthusiast podcast, presented by Good Life, host Noah Brooks and guest Chris Needs analyze the latest jobs report, highlighting the creation of 336,000 jobs, a positive sign for the economy. They emphasize the low unemployment rate of 3.8% and the increase in hourly earnings by 2.2%. The overall tone is optimi…
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