Five Minute Finance with LVM
Five Minute Finance is a podcast that explores topics that are impacting your money. Join us as we discuss what is moving the economy, markets, stocks, and personal finance. How to reach us:Email: Podcast@lvmcapital.comWebsite: https://www.lvmcapital.com/blog/categories/podcast
Episodes
34 episodes
Market Update and Historical Drawdowns
Join Tyler and Drew as they discuss the S&P 500’s impressive year-to-date returns, driven by strong earnings growth and rising valuations. We’ll also take a look at historical drawdowns, noting that the average peak-to-trough decline is abo...
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11:49
College Planning Basics
Tyler and Chuck sit down to discuss College Education planning. The discussion begins with having the end in mind by knowing the current costs of college and the expected future costs of college. We review average merit and grant based awards a...
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Season 1
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Episode 33
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17:59
Recent Developments in the Fixed Income and Equity Markets
Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Find the charts discussed on the podcast at Podcast (...
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Season 1
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Episode 32
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13:03
Market Update - September
Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for future fixed income returns and more.
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Season 1
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Episode 31
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7:22
Market Chart Review
Tyler and Jordan sit down and review several market related charts. We discuss market breadth, market concentration, the cautious investor, market fundamentals, and market valuations. Follow along with the charts in the show notes at the link b...
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Season 1
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Episode 30
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19:08
Fundamental Factors of Investing Part 4: What is the Momentum Factor?
Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum investing is a strategy that seeks to profit from the continuance of an existing market trend. This trading stra...
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Season 1
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Episode 29
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8:44
SECURE Act 2.0 - New Bill Overview
Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key take aways include, Required Minimum Distribution (RMD) age increasing to 73 in 2023 and to 75 in 2033, reduced pena...
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Season 1
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Episode 28
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10:42
Fundamental Factors of Investing Part 3: What is the Growth Factor?
Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style of investing focuses on companies that have an above average rate of revenue or earnings growth. Growth in...
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Season 1
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Episode 27
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7:47
Estate Planning Mistakes to Avoid
Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison attended by Chuck at the fall conference. We pull out and dissect several estate planning mistakes that are...
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Season 1
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Episode 26
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18:52
Fundamental Factors of Investing Part 2: What is the Value Factor?
Tyler and Craig review the “Value Factor” for our second installment of the fundamental factors of investing. In the investment industry there are various definitions of the value factor, but one description refers to the value factor as the fa...
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Season 1
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Episode 25
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10:18
Fundamental Factors of Investing Part 1: What Makes a Quality Company?
In the first of our four-part series on the fundamental factors of investing, Tyler and Jordan sit down to discuss the “quality factor” and what makes a quality company. Our discussion revolves around operating efficiency, earnings quality, and...
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Season 1
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Episode 24
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8:39
Second Quarter Earnings Recap
Tyler and Craig discuss second quarter earnings for the S&P 500 and its constituents which have come in better than expected. Sales were 3% better than Wall Street estimates and earnings were 4.5% better than expectations. Sales and earning...
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Season 1
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Episode 23
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7:19
First Half Recap - Inflation Up, Markets Down
Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and bonds while negatively impacting consumer sentiment. The good news is valuations are coming down to more su...
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Season 1
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Episode 22
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6:20
Advantages of Market Volatility
Tyler and Craig sit down to discuss how the current market volatility could be used to one’s advantage. We review rebalancing and having an appropriate asset allocation relative to your goals, objectives, and risk tolerances. Tyler and Craig al...
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Season 1
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Episode 21
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8:06
Market Returns During Recessions
Tyler and Jordan review the Commerce Department’s estimate of first quarter Gross Domestic Product (GDP) which showed the US economy contracted on a real (after inflation) basis. On a current dollar basis, GDP increased 6.5% or $380 billion to ...
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Season 1
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Episode 20
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8:14
First Quarter Market Recap
Tyler and Jordan sit down to recap the first quarter 2022 capital market returns. The S&P 500 fell nearly 5% in the quarter with weaker returns in small cap stocks (-7.8%), small cap growth stocks (-12.7%), and large cap growth (-9.2%). The...
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Season 1
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Episode 19
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8:08
Consumer Confidence and the Yield Curve Recession Indicator
Tyler and Jordan discuss the recent Fed meeting which resulted in the first interest rate hike since 2018. Fed economists also lowered their projections for economic growth in the US from the 4% projected in January to just under 3%. Economist ...
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Season 1
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Episode 18
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7:14
Geopolitical Events + Fed Rate Hikes = Market Volatility
Tyler, Jordan, and Craig sit down to discuss market volatility driven by the current geopolitical events in Europe and the expected monetary policy tightening via fed fund rate hikes and balance sheet reduction by the Federal Reserve. The S&...
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Season 1
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Episode 17
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10:01
Earnings Season Update
Tyler, Craig, and Jordan review the early reporters in the fourth quarter earnings season. As of the week of January 31st, companies are reporting earnings 5% better than expected. Earnings growth is just over 30% with sales growing 17%. ...
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Season 1
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Episode 16
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12:07
Financial Planning Items to Start 2022
Jordan and Chuck discuss planning items for the upcoming year. We review updated retirement contribution levels and different planning strategies you can implement to save on taxes.
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Season 1
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Episode 15
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7:39
Federal Reserve Rate Hikes On-Deck
Tyler and Jordan review the recent history of rate hikes in anticipation of the Federal Reserve increasing the Fed Funds Rate in 2022. We look at the S&P 500 performance during those periods and how those periods differ compared to the curr...
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Season 1
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Episode 14
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8:58
What’s up with the recent market volatility?
Tyler and Jordan are back to talk about the recent market volatility. Some common market headlines are assigning market volatility to supply chains, Coronavirus spikes and variants, and the winding down of monetary stimulus. We look at charts t...
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Season 1
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Episode 13
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12:00
Crypto Part 2
Jordan and Wyatt continue the discussion on cryptocurrency. They discuss the different methods of verifying cryptocurrency transactions, proof of work and proof of stake, as well as some of the advantages and disadvantages of each. Proof of wor...
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Season 1
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Episode 12
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6:53