The Independent Advisors Podcast Episode 324

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Matt Jessup emphasized that the Fed’s current policy keeps the Fed funds rate about 1% above the 3% inflation rate, suggesting the likelihood of rate cuts within the next 6 to 12 months to realign rates with inflation (05:26).

S&P 500 tends to return low double-digit gains on average one year after Fed rate cuts near all-time highs, with 100% positive returns in about two dozen cases since the late 1980s (08:08).

Institutional investors remain cautious and hesitant to add risk, creating a potential for a year-end rally driven by forced catch-up buying (11:15).

The NASDAQ’s seven-month consecutive gain is rare, occurring only six times since 1986, with an average 13.2% return one year after such streaks and 80% positive outcomes, indicating potential for continued strength despite high valuations (17:00).

AI-related companies carry high debt and may struggle, others have strong balance sheets and healthy earnings, supporting the AI trade’s sustainability at current pricing levels (22:20).

Credit Delinquencies signaling stress in lower-income consumer segments (26:23).

Housing Market Dynamics
Austin, Texas is currently the strongest buyer’s market in the U.S., with home sellers outnumbering buyers by 130% (30:47).

Social Security Updates for 2026 (35:45).

Hosts:
Mark McEvily - Chief Investment Officer and Managing Partner
Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner
Address: 35 Park Ave. Dayton, OH 45419
Phone: 937-938-9105
https://www.jessupwealthmanagement.com/

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LinkedIn: @JessupWealthManagement
Twitter: @jessupwealth
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