Shows
The Freedom and Wealth PodcastSPECIAL EPISODE: Presidential Debate ReactionHost, Bryan Nicolaysen begins with a market update and then spends a great deal of time reviewing the presidential candidates and dives deep into the government censorship operations we are dealing with.
2024-07-0150 minThe Freedom and Wealth PodcastWhat It Means To Be An Investor In A Late Cycle EnvironmentHost, Bryan Nicolaysen discusses last month's market dynamics including sector rotations and yield movements. He also discusses recent GDP data as well as why Walmart is so well positioned.
2024-05-3033 minThe Freedom and Wealth PodcastHigher Rates, Higher Inflation, Higher Taxes & Lower GrowthHost, Bryan Nicolaysen, discusses the recent banking issues, inflation prints, treasury issuance and corporate earnings. He also discusses Biden's Tax Proposal for the 2025 Fiscal Budget. All of this amounts to Higher Rates, Higher Inflation, Higher Taxes & Lower Growth.
2024-05-0132 minThe Freedom and Wealth PodcastTrend Change in Inflation?Host, Bryan Nicolaysen, touches on the February inflation numbers, recent commodity prices and the recent Fed Meeting. Is the Fed's dovish posture enough to keep rates down in the face of rising inflation and rising commodity prices?
2024-03-2727 minThe Freedom and Wealth PodcastWhat We Are Learning From Earnings and How The Mag-7 is The Best Allocation Going ForwardHost, Bryan Nicolaysen reviews the results of Q4 earnings season so far and what they portend for the overall stock market. In our new segment called "Stock Pick of The Day", Bryan does an analysis of Meta and why that company is poised for sustained growth ahead.
2024-02-2235 minThe Freedom and Wealth PodcastBad Government Data and What The Next Recession Might Look LikeHost Bryan Nicolaysen discusses the recent economic data including GDP, PCE, CPI and LEI. He analyzes the numbers and comes to the conclusion that as much as we have lots of acronyms, we have lots of misleading data. What this could mean for the economy might not be what you are expecting Bryan to say. Maybe this cycle is different!
2024-02-0237 minThe Freedom and Wealth PodcastAmerican Labor Market UpdateOur Special Guest Chuck is back! He joins Bryan Nicolaysen to give us an update on the jobs market, AI expansion within corporate America as well as his thoughts on the upcoming election and US fiscal situation.
2024-01-2953 minThe Freedom and Wealth PodcastThe Bulls, The Bears and The Canyon Between ThemIn this week's podcast, Host Bryan Nicolaysen discusses the consensus Bull Case on Wall Street for 24', the consensus Bear Case on Wall Street for 24'and how the two may actually be closer than they seem at first glance. The Federal Reserve's surrender to inflation has created a catalyst for risk assets to appreciate but the questions remains; will the rally be supported by earnings or is the recent price appreciation just a castle made of sand that falls into the sea?
2023-12-2334 minThe Freedom and Wealth PodcastEarly December 23' Market UpdateHost, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?
2023-12-0714 minThe Freedom and Wealth PodcastDecember 23' Market UpdateHost, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?
2023-12-0714 minThe Freedom and Wealth PodcastWhat Is ACTUALLY Going On With The American Labor Market?Special Guest, Chuck, joins Bryan Nicolaysen to discuss a range of topics. Given Chuck's unique insight into the American labor market, Bryan and Chuck are able to discuss the outlook for a recession in 2024 using REAL data as well as discuss other topics such as the Federal Government's profligate spending and where that might bring us in the near future. This is a CAN'T MISS episode!
2023-10-2449 minThe Freedom and Wealth PodcastWhy a Fed Put Is Inevitable And Why Many Investors Won't Profit From ItHost, Bryan Nicolaysen, discusses the current price action in both the bond market and the stock market. He discusses the differences in the messages being sent from the stock market and the bond market and how a Fed Put is inevitable to avoid a sovereign debt crisis in America.
2023-10-0228 minThe Freedom and Wealth PodcastHow At-Risk Are Stocks? The Risk To Passive InvestingHost, Bryan Nicolaysen, discusses the current market action (or inaction). He discusses the cross currents that could affect equity and bond prices. Finally he discusses recent S&P Global index rebalancing that has negatively impacted passive investors around the world.
2023-09-1927 minThe Freedom and Wealth PodcastSay Goodbye to Your Light Bulbs, Your Gas Stoves and Your FreedomHost, Bryan Nicolaysen discusses the recent Bond Market Declines as well as an outlook for the Equity Market, Residential Real Estate Market and Commercial Real Estate Sectors. He also touches on the issues of Income Disparity in America as well as the left's attack on our basic freedoms.
2023-08-2432 minThe Freedom and Wealth PodcastIs This Just a Summer Fling or Is It True Love?Host, Bryan Nicolaysen recaps 2022 and 2023 market events. He touches on the long term debt and interest rate cycle and its potential ramifications on the next 20 years' market returns. He updates our earnings recession outlook.
2023-06-2324 minThe Freedom and Wealth PodcastGoldman Sachs says AI will put 6.25% of global employees out of workHost, Bryan Nicolaysen recaps the YTD market moves up and down, AI's impact on the market, the unintended after-effects of a debt ceiling resolution, the recent consumer data as well as some significant technical trading levels.
2023-05-2435 minThe Freedom and Wealth PodcastMega Cap Tech Earnings, Recession Timing & RFK Jr.Host, Bryan Nicolaysen, recaps the fast-moving first quarter of 2023, the markets' current pricing as well as our updated recessionary timeline and outlook. Finally we discuss Joe Biden's top competitor for Democratic nominee and how his conversations might change America for the better, no matter the outcome of the 2024 election.
2023-05-0138 minThe Freedom and Wealth PodcastTime To Dust Off The Stagflation PlaybookHost, Bryan Nicolaysen, discusses the 3 recent bank failures, the government's weekend response and how this signals the end to the inflation battle altogether.
2023-03-1340 minThe Freedom and Wealth PodcastSocialized Losses, The Missing Trillion Dollars and The Refi Frenzy of 2021Our host, Bryan Nicolaysen, discusses the Bond Market's recent pricing. The Bond Market has moved closer to the Federal Reserve's outlook, but the stock market is still overvalued. We discuss 3 potential cushions that have prolonged the Stock Market's upbeat momentum. This is a "can't miss" episode!
2023-02-2127 minThe Freedom and Wealth PodcastThe Battle Between The Bulls and The BearsHost, Bryan Nicolaysen, discusses his 2023-2024 outlook on interest rates, equity prices, inflation and employment. We discuss how the Federal Reserves rules for funding the government's deficit changed in 1917 and how those changes still effect us today. Finally, we discuss how a free floating interest rate economy works to ensure price stability and consistent economic growth.
2023-01-2734 minThe Freedom and Wealth PodcastQuantitative Tightening and The Reverse Wealth EffectHost, Bryan Nicolaysen, discusses the active Quantitative Tightening program and its likely effects on the stock and bond market.
2023-01-0622 minThe Freedom and Wealth PodcastDisconnected Markets, Elon Musk and We The PeopleHost, Bryan Nicolaysen, discusses the different interest rate markets and their conflicting messages. He talks about the outlook for gold and equities and offers commentary on recent Elon Musk activity. Finally he discusses what makes the US the greatest country in the world and how President Joe Biden is undermining those principles.
2022-12-2233 minThe Freedom and Wealth PodcastDouble Hump InflationHost, Bryan Nicolaysen, discusses our inflation outlook for 2023, The Fed's recent dovish actions and comments as well as an important consolidation of the markets around the 200 day moving average.
2022-12-0230 minThe Freedom and Wealth PodcastNick Timiraos - A Fed Mouthpiece or A Speculator Looking For Clicks? The Answer and Its Ramifications For YOUR MoneyHappy Halloween! Host, Bryan Nicolaysen discusses the recent bear market rally and its cause, an article by Nick Timiraos of the WSJ. Was the Fed using Nick as a mouthpiece to temporarily stop a bond market collapse on Friday October 21st? Or is Nick just a speculator looking for clicks? The answer has significant ramifications for you and your retirement and the outlook is SPOOKY!
2022-10-3129 minThe Freedom and Wealth PodcastIs The Federal Reserve 6 Months Behind the Bank of England?Host, Bryan Nicolaysen discusses the Federal Reserve inflation fight, commodities reaction to it, and the potential for a Federal Reserve policy pivot. Weakness in the Gilt Market leads the Bank of England to throw in the towel on the inflation fight. The only question is, how far behind the Bank of England is the Federal Reserve and where will the system break in the meantime?
2022-10-0428 minThe Freedom and Wealth PodcastEquity Markets' Collision Course With Sticky Inflation and a Hawkish Fed and How The Republicans Can Save The Long Term Health of the USHost Bryan Nicolaysen discusses the bear market rally's loss of momentum, the likely downward trajectory from here and then leaves off by giving us hope for a better tomorrow.
2022-08-3033 minThe Freedom and Wealth PodcastThe Soft Landing Magic Trick and The Bear Market RallyHost Bryan Nicolaysen discusses the state of the recent bear market rally and its potential ending points. When will the Fed pivot its policy and what will its excuse be? We draw similarities between 2008 and 2020 and what that means for our investment accounts.
2022-08-2335 min
Deserve Podcast64. Reading The Tea LeavesBrett is joined by Bryan Nicolaysen today. They talk about the consumers financial well being, and how that is the ultimate factor in determining if the economy is strong or weak.
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2022-08-0437 minThe Freedom and Wealth PodcastHalf Measures Will Avail Us NothingHost, Bryan Nicolaysen discusses earnings season, inflation data, economic data and the Fed's tough position today. Jerome Powell is currently seeing both a recession and high inflation. Will Jerome Powell attempt to "half-fight" inflation and "half-fight" the recession? If so, will it work?
2022-07-2734 minThe Freedom and Wealth PodcastLong Term: Monetary Policy Causes Inflation and Price Gouging Doesn't ExistHost, Bryan Nicolaysen discusses the new inflation print for June, the outlook for inflation through the end of the year, the market's misallocations to stocks and gold, governments inability to control inflation, the idea of price gouging and the effects of crony capitalism.
2022-07-1332 min
The Freedom and Wealth PodcastHappy 4th of July! Independence From Government Agencies?Host, Bryan Nicolaysen discusses the History of the 4th of July, the Supreme Court's recent EPA ruling and its impact on the Government Bureaucracy and the Atlanta Fed's updated GDP estimate for Q2. Bryan finishes with a market analysis. Happy 4th of July everyone!
2022-07-0127 minThe Freedom and Wealth PodcastThere Is Still More To BurnHost, Bryan Nicolaysen discusses the Fed Decision, a plethora of alarming financial data and gives his outlook for Inflation for the remaining part of the year. Many analysts and wealth managers are hoping the inflation fight is over soon but there is a lot of reason to believe the inflation fire has a lot more to burn. After all, hope is not a strategy.
2022-06-1632 minThe Freedom and Wealth PodcastIs Inflation Going Away or Heating Up?Host, Bryan Nicolaysen discusses last weeks market moves and its bad economic data, Target's Earnings as a proxy for the economy, inflation and energy expectations and a Portfolio Outlook.
2022-06-0131 minThe Freedom and Wealth PodcastIt Is Important To Understand Why We Are HereHost, Bryan Nicolaysen discusses the recent market selloff and walks through the historical events that brought us to this breaking point; including going off the gold standard, government regulation hollowing out our manufacturing capacity, Chinese urbanization and population issues and interest rate manipulation.
2022-05-1926 minThe Freedom and Wealth PodcastJerome Powell: ChickenhawkHost, Bryan Nicolaysen discusses the April Inflation data, the May FOMC Meeting as well as our forecast for a "not-so-soft" landing.
2022-05-1136 minThe Freedom and Wealth PodcastThe Everything Bubble - Market is 50% Into RecessionHost, Bryan Nicolaysen, discusses the everything bubble of stocks, bonds, housing and crypto and the Federal Reserve's Rate Hiking's impact on that bubble. He also touches on the disinformation governance board, the Federal Reserve's own disinformation campaign and student loan forgiveness.
2022-04-3029 minThe Freedom and Wealth PodcastThe Gravity of the United States' Inflation SituationHost Bryan Nicolaysen catches us up on the market trends and discusses his outlook on Federal Reserve action to combat inflation.
2022-04-2623 min
Deserve Podcast51. Calling a Super BubbleThis week Brett is joined by Bryan Nicolaysen. They discuss everything that is contributing to this "Super Bubble".
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2022-04-0850 minThe Freedom and Wealth PodcastHappy St. Patrick's Day! Update on March Fed MeetingHost Bryan Nicolaysen reviews the March Fed meeting results, Chair Jerome Powell's press conference, the coming recession and the community and investment strategies that will be needed to deal with it.
2022-03-1728 minThe Freedom and Wealth Podcast3.14.22 Market Update and 2022 Market OutlookHost, Bryan Nicolaysen discusses the markets as of late, our portfolio strategy, and also provides some outlook into 2022's remaining market environment.
2022-03-1421 minThe Freedom and Wealth PodcastThe Real State of The UnionHost Bryan Nicolaysen speaks about the real state of the union and compares it to the state of the union in 1787. Market Update and review of Jerome Powell's senate testimony.
2022-03-0425 minThe Freedom and Wealth PodcastBetween a Rock and a Hard Place: Market Correction or Spiraling InflationMarket Update following Russian invasion. Discussion on the Fed’s upcoming rate hikes, central back digital currencies and more.
2022-02-2528 minThe Freedom and Wealth PodcastInflation is Entrenched. The Question Is, What Will The Fed Do About It?Host Bryan Nicolaysen provides a market update explaining the reason for the 3% market selloff last week into this week and discusses the long term inflation of the US Economy and what options the Fed has to combat it.
2022-02-1430 minDeserve Podcast45. Inflation, Higher Interest Rates, and the “Super Bubble”Brett is joined by Bryan Nicolaysen, and they talk about everything that is contributing to inflation, and what they believe the Fed is doing to make it seem like things are still okay.
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2022-02-1143 minThe Freedom and Wealth PodcastEnd of January Market and Economic UpdateHost, Bryan Nicolaysen discusses the January market selloff and "The Everything Bubble".
2022-02-0116 minThe Freedom and Wealth PodcastHow The Feds Are Trying to Fix an Industry They BrokeMarket Update and conversation on how the Federal Government is trying to fix the meat industry after they are the ones who broke it and they are trying to blame the problem on capitalism.
2022-01-1515 minThe Freedom and Wealth PodcastOutsourcing InflationMarket update and discussion on inflation; how supply chain issues are just the provocateur, not the root cause.
2022-01-1215 minThe Freedom and Wealth PodcastConfused PoliticiansMarket update and a quick segment on politicians’ inability to make sound economic policy.
2022-01-0817 minThe Freedom and Wealth PodcastIntroduction to The NEW Freedom and Wealth PodcastHost, Bryan Nicolaysen, introduces his newest Podcast and gives his weekly market update.
2022-01-0625 minDeserve Podcast33. Today's Bonds Are Not Yesterday's BondsPatcharles & Clint talk about the Good, the Bad, and the Ugly for the week. Brett is joined by Bryan Nicolaysen to talk about Bonds. Why do we find safety & comfort in them? What are other vehicles should we be looking into for our "Safe Bucket of Money?"
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2021-10-1129 min
Deserve Podcast31. Roth IRA vs Life Insurance: Which Is The Better Choice For Your Family?This weeks podcasts kicks off with Clint Sorenson giving us "The Good, the Bad, and the Ugly" via the Market Wrap Up. Brett & Pat are joined by Bryan Nicolaysen to discuss the benefits of an inherited Roth IRA vs. the cash payout of Life Insurance; and how it may be better to leave a Roth IRA to your loved ones.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how to keep Uncle Sam out of your retirement plan!
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2021-09-2426 min
Deserve Podcast17. Keep an Open Mind When Planning Your RetirementBrett, Patcharles, & Special Guest Bryan Nicolaysen get technical this week and talk about the living benefits of life insurance. They also discuss our amazing network of Safe Money Experts at Retirement Architecture and how people should have an open mind when setting up their retirement Plan. Having an open mind will get you a dream retirement and so much more!If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.Want to...
2021-03-2632 min