Episodios

  • Are There Monsters Under the Bed?
    May 8 2025

    Our new website is live! Visit shepherdwm.com

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

    https://youtu.be/Xy1KCudQIq0

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    38 m
  • Soft Serving Soft Data
    Apr 18 2025

    In this episode; Investor sentiment appears to be divided among partisan lines. And, headline news is fueling negative outlooks based on soft data. Meanwhile, the hard data continues to display a robust economic outlook, despite the looming US tariffs.


    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


    https://youtu.be/jRUcyah6auk

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    44 m
  • Fear and Loathing in Las Tariffs
    Apr 5 2025

    This episode is all about tariffs.

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


    https://youtu.be/jRUcyah6auk



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    42 m
  • Love Will Never Tariff Us Apart
    Mar 21 2025

    In this episode; Saddle up. This is one long deep dive in to the history and data behind the relationship of the current Trump tariffs, inflation, current investor sentiment, and overall US economic projections. A cannot miss episode for any investor, especially those who are concerned and/or interested in the current state of tariffs and the recent market drop off.

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    50 m
  • Hey Y'all, Dips Happen
    Mar 7 2025

    In this episode; The recent market volatility just won’t subside! So, it’s a multi-flavor bucket of popcorn this episode as Joshua covers data from all over the market, detailing happenings and historical precedent for all major market news. New inflationary data, looming tariff fears, the rising chance of a Fed rate cut in May, recent market volatility, recap of earnings season, and a pre-meeting look at Friday, March 7th’s Bitcoin summit are just some of the deep dives Joshua takes into the data.

    The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

    https://youtu.be/mmvL-822rhM

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    49 m
  • It's Raining Multiple Lag Effects
    Feb 20 2025

    In this episode; Earnings season is almost finished! And with one major player (NVIDIA) still to announce next week, Joshua goes through all of the earnings data we’ve received so far. The data forensics continue with lots of inflationary metrics and a deep dive into the recent volatility the markets have seen this year. Joshua also makes the case for why SWM is having a hard time feeling bearish at the moment. And the team look’s ahead through the next Fed meeting. The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.


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    38 m
  • Be Nimble But Don't Pull Something
    Feb 6 2025

    In this episode; Nimble is the word for investors heading into 2025! While it’s always important to pay close attention to asset allocation, Joshua details how historical data points to 2025 being a year where more drastic portfolio ‘nimbleness' may be required. Also, Joshua dives into some misleading headlines from the recent issue of Baron’s, and discusses why we’re still hearing about the Recession boogey man from two years ago. And, there’s a recap of earnings season and other current market data.

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    37 m
  • Guessing at the Numbers
    Feb 6 2025

    In this episode; Joshua discusses the horrifying fires in Los Angeles and how they may impact upcoming employment and other economic data. And, Joshua looks at the wave of Executive Orders President Trump signed on his first day in office, and connects some of them to the last Fed meeting. More historical data is applied to the current market in an attempt to prepare SWM clients and other investors for a year that may see a tale of two halves. And the last part of the show features a conversation about the future relationship between cryptocurrency and the U.S. government.

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    57 m
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