Payne Points of Wealth

Payne Points of Wealth


Latest Episodes

The Market Goes Up
April 12, 2023

We have a very special edition today. We have one of our favorite Wall Street strategists, Ed Yardeni, who has a research firm that we follow very, very closely. We're going to talk about Ed's viewpoi

Entrepreneurial Skill Does Not Equal Investment Skill
April 06, 2023

The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things dont seem as dire as once thought. Well give you our thoughts on what we see right now w

Did the Fed just give banks carte blanche to mismanage your money?
March 23, 2023

The Fed put is back, Uncle Jay Powells got your back.Every bank in the country, every deposit, is basically backed by the Fed, stabilizing the entire financial system.Is this just a band-aid to put

Is the SVB collapse the beginning of something bigger?
March 15, 2023

Weve 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

Trust, but diversify.
February 23, 2023

Theres 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

Last year’s decline was really about wringing out excess speculation.
February 15, 2023

Were 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

Is the Bond Market Playing Chicken With The Fed?
February 07, 2023

Its 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

Should investors be following the George Costanza strategy?
January 31, 2023

Its episode 110 and the economic data continue to come in strong. GDP growth for the 4th quarter was better than expected. Were seeing earnings growth relatively strong for the 4th quarter and guida

Don’t fight the Fed? Or, don’t trust the Fed.
January 24, 2023

Its 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 theyre go

2022 was a stinker, but 2023 might be a winner. Ep #108
December 28, 2022

Its episode 108, the last episode of the year. And lets face it, everythings interesting. Into the end of the year. Markets are extremely volatile. Theyre not letting up. We have the most volatili

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