Markets are hot, headlines are louder, and it’s getting harder to tell what actually moves your money. We dig into why earnings strength and stable macro drivers have kept the S&P 500 climbing, even as trade talk and shutdown noise try to steal the spotlight. You’ll hear a clear breakdown of what’s fueling recent highs, where momentum is cooling, and how to separate durable signals from fast‑fading narratives.
We also take a hard look at the rare earth rush. With China controlling most production and refining capacity, every hint of new U.S. supply can spike stocks. Sound familiar? It’s the AI playbook all over again. We share a simple framework to evaluate minerals stories: project stage, refining access, offtake agreements, realistic throughput, and balance sheet strength. If the thesis rests on buzz, size it like optionality. If the unit economics pencil out, consider a measured position or diversified exposure. The goal isn’t to chase the pop, but to participate in value creation with guardrails.
Shutdown concerns are everywhere, yet history shows markets usually shrug. We explain why most shutdown effects are temporary, how they differ from debt ceiling risks, and what that means for your allocation. The takeaway is steady: stick to your plan, rebalance with intent, and favor quality over hype. On a lighter note, we’re headed to Washington for the Goldman Sachs 10,000 Small Businesses summit to meet with Indiana’s lawmakers and advocate for small business growth. Got a question you want raised on your behalf?
Listen now, send us your question for DC, and if you found value, subscribe, share the show, and leave a quick review so more investors can find it.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
