Jerry Tuma Smart Money

Moody’s downgrade – what is the latest on the U.S. debtpicture? What about gold?

Jerry and Michael discuss the current landscape of U.S. debt picture. What are the possible future outcomes of this debt? An update of the markets and economy is followed up with a discussion on gold as a possible core holding in a portfolio.

What to make of the stock market so far this year? Hascommercial real estate bottomed out? Jerry and Michael discuss the ups and downs of the stock market so far in 2025 and where it currently stands. In addition, they take a look at where oil and commercial real estate are in their typical cycles. Could this be a buy low opportunity?

Is a recession on its way? And tariffs, tariffs, tariffs,read all about it! Jerry and Michael discuss the possibility of a recession and bear market. Then a discussion on tariffs: the long-term goal versus how they can impact small business now. Will tariffs end up being the tipping point for a recession?

What is latest on this up and down market? Will the marketbecome a bear market? Will the economy go into recession; and if so, how severe. What is China’s trump card?

In addition, we interview Ed Clissold, the Chief U.S. Strategist for Ned Davis Research. Ed and Jerry discuss the philosophy of Ned Davis Research along with Ed’s outlook on the market and the economy. More about Ned Davis Research can be found at ndr.com.

Tariffs: short term pain versus long term gain? David McCord joins the show to discuss the impact of Trump’s tariffs and the trade war. Jerry and Michael discuss an alternate way to invest that aims to minimize the impact of big bear markets on a portfolio.

What in the wild, wild world of the markets is a going onhere? Jerry and Michael discuss recent market action and update Jerry’s view of a bear market. Plus, a special guest from Ned Davis Research (ndr.com). Veneta Dimitrova, Senior U.S. Economist, joins the show to discuss the impact oftariffs on different world economies, including the U.S.

What are the current megatrends? What areas could benefitfrom the trends?

Markets tend to be choppy in the short run – focused on hotnews items. But what are the megatrends that can affect the long run of the market and economy.

Jerry and Michael update their views on the current markets and economic news but also take a step back and look at megatrends.

Is this a common market correction or the start of a bear market? How do the tariffs impact the markets? Jerry and Michael discuss what is currently happening in the markets and the economy. Followed up with their outlook for the rest of2025.

Is the market in rotation? What is Jerry’s outlook on Gold?

Jerry and Michael discuss current market and economic trends. Plus, Jerry provides a brief history of gold to help explain his outlook for the precious metal.

Is the market in rotation? What is Jerry’s outlook on Gold? Jerry and Michael discuss current market and economic trends. Plus, Jerry provides a brief history of gold to help explain his outlook for the precious metal.

Eric is an economic cycle analyst and the founder of EPBResearch. EPB Research uses a unique process that simplifies Business Cycle analysis through a proven sequential framework, helping investors and business owners understand and leverage economic trends into better investment decisions. EPB Research can be found at www.EPBresearch.com.

What is the impact of Deep Seek? Plus, the first half of an interview with Eric Basmajian of EPB Research.

What did Jerry observe at Trumps inauguration? Looking at the markets and the economy, focus on the trend not the noise.

Unemployment is improving, inflation is sticky, the market is choppy, where do we go from here? And part two of an interview with Adam Larson of Cottonwood Communities about multi-family real estate.

Stronger than expected unemployment numbers, how do they impact the economy and the markets? Plus, part one of an interview with Adam Larson of Cottonwood Communities about multi-family real estate.