About this episode
Show Notes:Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899 Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/ ?314 TopicsMatt's criticism of valuation metricsBond performance in rate-cutting environmentXRT Retail ETF notable performance contradicting predictions of supply chain disruptionsVIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness aheadCredit Spread AnalysisFedEx stock price historically leads world trade volumesUS business applications surgingHealthcare Premium IncreasesRate cutting pace preference – the slower pace of cuts is historically better for risk assets If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Sched
