The past month has brought a staggering V-shaped market recovery—one sharper and faster than even the post-COVID rebound. As Joey Loss and Adam Van Wie discuss, it serves as a reminder that markets don’t just bounce; they whiplash in ways that defy headlines, sentiment, and short-term logic.

Despite being just a few points off their all-time highs, the S&P, Dow, and NASDAQ are surging not on hype, but on breadth. This isn’t just the Mag 7—it’s a recovery touching unloved sectors and small caps alike. Even international markets have shown surprising strength. But the core message? Don’t mistake momentum for certainty.

Tariff fears, inflation concerns, and a Moody’s downgrade have made noise, but history shows that markets often rally in the face of doubt. As Adam notes, the smartest investors weren't market timing; they were quietly rebalancing portfolios, letting discipline, not panic, guide strategy. That’s where the wins were.

Retail sentiment, social media echo chambers, and political divides muddy perception. Yet the fundamentals tell a clearer story: inflation is trending down, optimism is rising, and earnings will be key. Momentum may carry the market, but valuations demand scrutiny.

Whether you're navigating trade policy, rate cut speculation, or the ever-louder digital noise, the same lesson holds true: stick to the plan. Don’t react to every scare. Stay diversified. The market may be rigged—but it’s rigged in favor of those with patience, perspective, and a long-term view.

Key Topics:

• The Current State of the Market (00:00)
• Winners and Losers Over the Past Month (04:49)
• Fundamentals That Have Shaped the Market in the Last 4 Weeks (09:27)
• Why It’s Dangerous to Try to Time the Market (11:57)
• Escaping Your Echo Chamber (14:04)
• Is Inflation Going Up Or Down? (19:59)
• Key Economic News (23:14)
• What We Currently Know About Changes to the Tax Law (26:57)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

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Read our audio, video, and written content disclaimer here.

“The market is a rigged game—but it’s rigged in your favor.”

Today, Adam Van Wie and Joey Loss of Strivus Wealth Partners break down the sudden upswing in the S&P 500 and Dow Jones that’s led to a rare ten-day rally. They trace the roots of today’s geopolitical tensions through a historical lens and give their thoughts on why we might just be entering the third year of a bull market.

As macro data show mixed signals—like a Q1 GDP dip offset by strong business investment and steady job numbers—there’s a key lesson: Reacting to short-term turbulence can undermine long-term success.

From fears of a recession to tariff tensions and shifting trade policies, the past six months have been a rollercoaster of geopolitical and economic volatility. Yet, Adam’s advice remains consistent: Don’t chase headlines. The markets are forward-looking and notoriously unpredictable. Instead of scrambling after every dip or rally, investors should stay diversified and focused on their time horizons.

With AI-driven growth in tech, evolving global trade talks, and a potential rate cut from the Fed on the horizon, conditions remain dynamic. But the real takeaway? As tempting as it is to react, history proves the best outcomes often come from disciplined patience, not panic.

So ignore the noise and stick to the plan.

Key Topics:

• Are We Looking at a Bull Market in 2025? (01:04)
• What the Latest Jobs Report Tells Us (03:23)
• Why Joey and Adam Are Optimistic About Geopolitics So Far (07:04)
• Looking Forward (11:17)
• Adam’s Investment Philosophy (17:29)
• What Trump’s Tariffs Mean for Investors Going Forward (22:37)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.

Tariffs are back in the headlines—and markets aren’t handling it well.

A new wave of trade penalties, including a universal 10% import tariff and a steep 25% on Canadian and Mexican goods, has triggered a ripple of fear through global markets. The result? A skittish S&P, a tech-heavy NASDAQ off 13%, and investor sentiment near historic lows. But beneath the surface panic lies a tale of two economies.

Those who entered the COVID era with assets—homes, portfolios, pensions—are emerging stronger. But renters, young families, and blue-collar workers are bearing the brunt of inflation and now face what amounts to a regressive tax. Tariffs, by their nature, raise prices, and those who spend more of their income on essentials feel it most. In other words: the economic divide is deepening.

Yet even amid uncertainty, opportunity exists. Utilities, commodities, and international markets—especially Europe—are quietly outperforming. And with inflation moderating and potential rate cuts on the horizon, the Fed may have room to maneuver.

What’s the play? Diversify. Rebalance. Think long-term. If you’re heavily concentrated in a few tech names, this might be your chance to reassess. Sharp drawdowns tend to reward patient investors—those who ignore the headlines and focus on fundamentals.

Yes, the noise is deafening. Yes, the future is murky. But that’s often when portfolios are quietly built, not broken.

Bottom line: stay the course. History favors the disciplined, and panicking rarely pays.

Key Topics:

• The Problem with Living in the Post-COVID World (01:29)
• What Exactly Are Tariffs? (05:54)
• The Current State of the Market (10:45)
• How These Tariffs Could Impact the Near Future (14:24)
• Implications of the Latest Michigan Consumer Confidence Survey (22:57)
• Closing Thoughts (35:05)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

Follow Joey & Strivus on Social Media:

• Instagram
• LinkedIn
• Twitter (X)

Read our audio, video, and written content disclaimer here.