The Independent Advisors Podcast Episode 338: It doesn't always make sense.
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The Independent Advisors Podcast Episode 338: It doesn't always make sense.

0:00 Feb 12, 2026
About this episode
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 “Schedule Initial Call” and select a time that works best for you!There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link:https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from Wall St. Wingman on 2/9: https://x.com/WallStWingman/status/2020898540608741392?s=20 Post on X from Mike Silva on: 2/9 https://x.com/mikepsilva/status/2020968911827763445?s=20#338 Topics:Market Volatility: Mixed market returns with S&P 500 up 1.4% year-to-date; NASDAQ down 0.8%.Jobs Report: January payrolls increased by 130,000; unemployment dropped to 4.3%, with slowest job growth in two decades.Trucking Volumes Rise: Spot rates climbed $0.61/mile; volumes hit multi-year high, signaling robust economic strength.Inflation Insights: Real-time inflation shows sub-1% annual rate, suggesting potential for more aggressive Fed rate cuts.Tech CapEx Surge: Mega tech firms plan $200 billion in AI infrastructure spending, betting on long-term growth.Broader Market Strength: Non-tech sectors support market stability amid outperformance from transportation stocks.
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