Payne Points of Wealth

We’ve seen some bank failures over the course of the last week and there are questions about systemic risk throughout the entire system. The Fed continues to be hawkish on interest rates. Is this the beginning of something bigger? A big economic downfall that we all need to prepare for? We are going to give you our thoughts on what we think is going to transpire, and how to position your portfolio.

On the Tipping Point, today, we’r...

There’s a tug-of-war going on in the economy right now. Inflation is stubborn. Not coming down as quickly as expected. Yet the job market remains hot as people are spending money at unexpectedly high rates. So what does this mean? We’ve got consumer spending, yet inflation is still high.

Is that the recipe for disaster? Well, we’re going to tell you, we think today on the show. On the Tipping Point today, we’re going to talk about ...

We’re in the midst of earnings season and 70% of companies have beat expectations, and that seems to be the theme this year. Whatever the economists and strategists told you was going to happen is not happening. Things are better than expected, just like we told you on this podcast. We’re going to tell you why everything is going better in the economy than everyone anticipated.

On the Tipping Point with Aaron Dessen, CFP® we’re tal...

It’s episode 111 and the news continues to get better as we move into February. The Federal Reserve sounds like it might actually be open to a pivot sometime this year. Their hawkish policy looks like it may be over as inflation continues to come down. Interest rates continue to fall and earnings season hasn’t been amazing but hasn’t been that bad either. So questions about a recession are still a big question mark. Well, we’re...

It’s episode 110 and the economic data continue to come in strong. GDP growth for the 4th quarter was better than expected. We’re seeing earnings growth relatively strong for the 4th quarter and guidance is not falling off a cliff. The data is coming in much better than what’s been anticipated on Wall Street and the market is following suit. We’re in a bull market. Prices are going higher. But is this a fakeout? Do you need to ge...

It’s episode 109, the first podcast of the year and there is a lot going on right now. Europe, emerging markets going through the roof. Interest rates dropping like a rock. Yet the Fed says they’re going to keep rates higher for longer.

Who’s right? The bond market or the Fed? Every economist telling you we’re still going into recession. Yet employment is strong. Inflation is coming down. Well, we’re going to give you our 2 cents...

It’s episode 108, the last episode of the year. And let’s face it, everything’s interesting. Into the end of the year. Markets are extremely volatile. They’re not letting up. We have the most volatility since 2008. Are we going to a recession next year? The debate continues as Labor continues to be strong. The Fed keeps talking tough when it comes to Fed policy.

The big question is what are earnings going to look like next year? We...

It’s episode 107 of Payne Points of Wealth and economic data continues to come in relatively strong. Meanwhile, inflation is starting to plummet, whether it's oil prices, lumber costs, supply chains easing. We're starting to see some relief within the economy. Is this a good thing? Is this a bad thing or is this just a fake out? As Wall Street continues to tell us the economy is about to fall off a cliff? On the Tipping Point, we'r...

What's up! It's episode 106 of Payne Points of Wealth and the economy is looking a-okay! We've got the market rebounding into the end of the year. We've got wages going up, unemployment still low, and inflation is coming down. Are those economists and strategists on Wall Street actually, right? Are we going to fall off a cliff? Are we going to recession? Well, we're going to give you our viewpoint on that. We'll also give you our 2...

What's up! It's episode 105 of Payne Points of Wealth and the economy continues to chug along. We had retail spending up even with record-high inflation. We're starting to see on the ground floor inflation coming down, and unemployment is still strong, yet every economist and strategist still say we're going to fall off a cliff. We're going to address that today. We've seen a huge rally in the global markets over the course of the ...

What's up! It's episode 103 of Payne Points of Wealth and the FED just doesn't want us to have a good time. J Powell, again, talking extremely hawkish in its comments as we're recording this. However, we've got a hot job market, unemployment is still staying extremely low, close to a 50-year low. We just keep adding jobs and wages continue to go up as this economy is still on solid footing. Should we be rooting for a bad economy or...

What's up! It's episode 102 of Payne Points of Wealth and tech is dead! Our prophecy has come true. We've warned you about tech for a long time. Meanwhile, markets are rallying hard here and the economy is actually growing despite what all those economists have been telling you. Is this just a big fake-out? Is this a bear market rally? Are we going into a big recession next year? We're going to give you our 2¢ on that today. We're ...

What's up! It's episode 101 of Payne Points of Wealth and earning season is not so bad. Bank earnings looking relatively strong. Everything's still in the backdrop of what is the FED going to do. Are they going to keep raising interest rates? Are they going to pause? Are they going to start lowering interest rates? Nobody really knows. Meanwhile, the market's like a rollercoaster ride up one day and down the next. It can't really f...

What's up? It's episode 100 of Payne Points of Wealth. It's hard to believe it's been two years already! We've got unemployment still at the lowest levels in 50 years. We've got wages going up, and we've got an employment market that just won't cool off. What's the FED going to do? Will they finally pivot or are they ready to take this economy off a cliff? Are we going to a deep recession depression? We're going to give you our vie...

What's up? It's episode 99 of Payne Points of Wealth and there is no good news. Inflation is not coming down as quickly as expected. The FED continues to talk tough and interest rates are skyrocketing. There is a threat of nuclear war in Eastern Europe. As usual, we're going to break it down for you today and talk about our views on where everything is going. Are we going to have this huge recession that we're hearing about week af...

What's up? It's episode 98 of Payne Points of Wealth and it's officially apocalypse now! The FED will not relent with interest rates. They're going to be more hawkish than ever. It seems like bad news comes on the installment plan, Putin is looking to double down on his war in Ukraine. Is this the end? Is everything going to fall off a cliff? We're going to give you our view today, we're going to tell you exactly what we think you ...

What's up! It's episode 97 of Payne Points of Wealth and markets are melting down. The fear is real, but could this fear go from fear to FOMO? We're going to discuss exactly what's going on. As we're recording this FedEx saw its stock drop 20%, and the CEO thinks that the world is going into a global recession. We might have a different point of view. We'll talk about that. On the Tipping Point today, we're going to talk about some...

What's up! It's episode 96 of Payne Points of Wealth! Fool me once J. Powell, shame on me, fool me twice, shame on you. The FED continues to talk tough when it comes to raising interest rates to combat inflation. Yet only a year ago, they said there was no reason to raise interest rates at all. Should you trust the FED? Is anything they're saying right now making sense? Should you believe it? Are we going into recession? Is inflati...

What's up! It's episode 95 of Payne Points of Wealth and FED chairman J. Powell has ruined everything! Just two weeks ago before recording this podcast, J Powell came out and basically said that the FED was going to continue to be hawkish with their monetary policy, and markets sold off precipitously. Is this the end? Is the punch bowl going away? Is the economy ruined? Well, we're going to talk about that on our podcast today, we'...