Episode Details
Back to EpisodesThe Independent Advisors Podcast Episode 357: "Betting on Corporate America Usually Wins"
Description
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First Half Market Returns — 01:38
Positive Second Half Historical Data — 03:18
July Seasonality/Earnings Season — 08:08
Earnings Volatility (banks) — 21:26
Contrarian Rate Cut View — 06:45
Fed Inflation vs. Market Pricing — 09:36
Record Profit Margins — 11:09
Long-Term-Care Insurance Interest — 15:35
Show Notes:
Post on X from Ryan Detrick on June 30th - https://x.com/ryandetrick/status/2072145073123287148?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Post on X from Ryan Detrick on June 30th with regards to the end of Q2 - https://x.com/ryandetrick/status/2072152404204691612?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Post on X from Jeffrey Hirsch on June 26th - https://x.com/AlmanacTrader/status/2070552258027122870?s=20
Post on X from Rob Anderson back on January 26th this year - https://x.com/_rob_anderson/status/2014766234311553220?s=20
Article written by Christine Benz on Morningstar on August 11th 2025 titled “Does Long-Term-Care Insurance Add Up? - https://www.morningstar.com/retirement/does-long-term-care-insurance-add-up