The Independent Advisors

The Independent Advisors


The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"

October 30, 2025

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Show Notes:

Neil Sethi’s note from Citadel’s Rubner

https://x.com/neilksethi/status/1982421954809520252


S&P Strength Before a Rate Cut?

Source: X Post from Ryan Detrick on 10/29/25

https://x.com/RyanDetrick/status/1983534425653625333


Delinquencies Increasing

Source: X Post from Mike Zaccardi on 10/29/25, Research from Goldman Sachs

https://x.com/MikeZaccardi/status/1983533436464927167


Update on the Housing Market

Source: Research from Charlie Bilello on 10/29/25

https://bilello.blog/2025/the-week-in-charts-10-29-25?


Changes to Social Security in 2026 By: Donna Levalley on 10/27/2025

https://www.kiplinger.com/retirement/social-security/changes-coming-to-social-security-in-2026


#324 Topics:

·      Small caps’ rise to double digits after lengthy underperformance

·      Fed Rate Cuts and Market Sentiment

·      NASDAQ and AI Momentum Outlook

·      Credit Delinquencies and Consumer Segments

· Highlighting the strongest home buyer’s market in the U.S., sellers outnumbering buyers by 130%

·      Social Security Updates for 2026