Nicolet Wealth Management Podcast

US Economy, Gold, Emerging Markets, and the Federal Reserve

Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe talk about what is happening in emerging and international markets in 2023 and examine if gold is a good investment option. They will also discuss if the government can afford the rising cost of defense, aging …

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Tightening cycles have historically not ended until the Fed Funds Rate is greater than CPI Fed Funds Interest Rate (Green bar) & Consumer Price Inflation Index (Red bar)

Looking Forward: Market Update

The year 2022 proved to be a very challenging year for the capital markets.  High and persistent inflation drove central banks around the world to quickly and significantly tighten financial conditions.  In the U.S., the Federal Reserve executed one of the fastest set of rate hikes on record.  Taking the benchmark Fed Funds rate from …

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Nicolet Wealth Management Podcast

Portfolio Managers, Non-Consensus Investment Opportunities, Ways to Benefit from Volatility, and Risks to Watch for in 2023

Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe give an update on the financial markets, discuss non-consensus investment opportunities for 2023, and talk about how portfolio managers work through down markets. They will also highlight ways you can benefit from volatility and key risks …

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Nicolet Wealth Management Podcast

Employment, REITs, the Value of the US Dollar, and Year-End Tax Strategies

Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about recent employment reports, the impact of several high-profile REITs, and the value of the US dollar. Adam will also share his insights about some year-end tax strategies …

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Nicolet Wealth Management Podcast

WI School Referendums, Inflation, Crypto Market, US Treasury, and the Election

Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about how the Wisconsin school referendums have been received by the market, discuss recent inflation reports, and the impact of the collapse of the crypto market. They will …

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Nicolet Wealth Management Podcast

Employment and Wages, Municipal Bonds, Holiday Shopping Season, and 2023 – 11/4/22 Podcast

Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about what is happening with employment and wages, discuss what shoppers and retailers will be doing this holiday shopping season, review why municipal bonds might be an attractive …

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Nicolet Wealth Management Podcast

Equity Markets, Changes in Inflation Expectations, and Interest Rates – 9/16/22 Podcast

Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe discuss the recent sell off in equity markets, changes in inflation expectations and the outlook for interest rates and much more.  Listen in as our team also discusses: What has happened in the financial markets over …

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Nicolet Wealth Management Podcast

Nicolet Wealth Management Investment Podcast – 9/2/22

On this episode of the Nicolet Wealth Management Podcast, you’ll hear Adam Longlais, Mike Steppe, and Anthony Wilhelms discuss what happened in the financial markets over the past several weeks, the key geopolitical risks as we look at 2023, and the case for why it can be a good idea to stay invested in stocks, …

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Nicolet Wealth Management Podcast

Nicolet Wealth Management Investment Podcast – 8/5/22

Uses for short-term cash, labor force participation rate, the likely impact of the strong payroll number for July, and the equity market rebound are discussed in this market update with Adam Longlais and Mike Steppe. On this episode of the Nicolet Wealth Management Podcast, we discuss how second quarter earnings are coming in versus expectations, …

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