In this episode of "More Living with Jim Brogan," Jim Brogan and guest David Wagner discuss the current financial landscape, focusing on retirement planning, market trends, and economic policy. They explore the impact of inflation, Federal Reserve actions, and government debt on investors, emphasizing the importance of long-term planning over chasing returns. The conversation highlights the role of technology investment, the challenges of U.S. fiscal policy, and strategies for navigating volatility, encouraging listeners to stay informed, patient, and focused on comprehensive financial planning for a secure retirement. Automatically Transcribed With Podsqueeze Jim Brogan 00:00:02 You're tuned into more Living with Jim Brogan, broadcast live from the Brogan Financial studios at Newstalk 9087, where old fashioned values, expert knowledge and genuine understanding come together to give you the retirement straight talk you deserve. Jim's a former National Advisor of the year recipient and a financial educator, and he's here today to talk about how you can live out the best years of your life. Jim and the Brogan financial team have been helping retirees and retirees across the southeast for over 20 years in their pursuit of financial independence. You can reach them during the week at 865862 6800. So sit back, relax and get ready to learn because more living with Jim Brogan starts now. Jim Brogan 00:00:46 Hello East Tennessee, welcome to More Living with Jim Brogan, where it's all about living the best part years of your life your way. This is Newstalk 98 seven Wookey. And you know, as we look forward, we're really kind of looking out into 20, 2026. Future years. What do things look like? Economically, how would that affect the markets? All of these things. Jim Brogan 00:01:07 And I think to to understand all that, we also have to have a good we have to be able to look in the rearview mirror. But then ultimately what's most important is how do we view out the the windshield in the front and adjust to likely things to come down the road? So certainly I get asked a lot of questions. So we're going to really dive into markets today. We're going to look at the Federal Reserve and the new nominee for chairman of the fed, and answer your questions about how you can evolve in these changing market conditions. So we're going to take a look at three key areas shaping the financial landscape. So we'll look at the markets. We'll look at AI. We'll look at are we in a bubble. We're going to talk about the fed. And then we are going to talk about the political cycle. Because we now are in a midterm election year. we'll talk about what's happening, and what is the broader political timeline and how does politics really affect the markets? So each of these can plan and play its own role in understanding, having a good view of all of them can help us with the context of today's headlines. Jim Brogan 00:02:12 And to be careful, we don't overreact to short term news. joining us today is David Wagner, friend of the show, great friend of our company at Broken Financial and a very dear friend of mine and my wife's DD. he's head of equities and portfolio manager at Actis Capital. He's a member of the firm's investment committee. He oversees equity research and selection, evaluates macro level trends, and helps guide views on the current market environment. You may have seen him regularly on CNBC, Bloomberg, The Wall Street Journal, and in Barron's. So he brings just a world of experience for a relatively young guy in his 30s. He's just an encyclopedia on markets. Good morning David. Welcome to More Living. David Wagner 00:02:54 Jim Brogan, thanks so much for having me. You know You know, Jim. Today is a very special day. Do you know why? Today is a special day. Jim Brogan 00:03:01 I do because I have two degrees from the University of Tennessee. And where are your degrees from? David Wagner. David Wagner 00:03:10 I think for your show, I have to say, unfortunately, from the University of Kentucky. Jim Brogan 00:03:16 That's exactly right. So we have a big game. You invited me up there, but I have other commitments. But, I'll be watching the game this evening for sure. David, let's just kind of let's start talking about the markets. you know, we've we've come off three good years now on the stock market after the bear market in 2022. what's your outlook? It's more and more talk about bubbles. are we in a bubble? Especially an AI bubble. You had a very interesting article this week that you put out on your website, about this issue. Talk to us. What can we expect in 2026? David Wagner 00:03:55 Yeah. Jim. Juan. Thanks for having me. I think one of the key questions for 2026 is going to be determined by this advanced computing, this artificial narrative that that's very much out there. Obviously, this market, it's in the third year of its bull market rally. And just for context, Jim, the average bull market tends to last about five ...
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Feb 14 202645 min