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Episodes
76 episodes
Stock Market Rally Extended in Q3
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Market & Economic Update Returns Continue to Broaden into Small-cap Government Shutdow...
Small-caps Throw Their Hat in the Ring
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Market and Economic OverviewWhat has been happening in the IPO MarketJobs & consumer spending
Technology Bracing Earnings (Again)
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Earnings SeasonDollar AppreciationRates and Municipal BondsConcentration in Market Recovery...
Market Melt-Up
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Market & Economic Review of the past month.Jobs resilience Oil Market volatility ...
Navigating Tariff Uncertainty
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Q1 2025 GDP #sOutperformance of Gold in 2025Job Data on FridaySoft data vs hard data
Market’s Response to Tariffs
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing so well Int...
Navigating Financial Trends and Predictions for 2025
Welcome to the Nicolet Wealth Management Investment Podcast. We start the episode off saying goodby to Mike Steppe. Mike Steppe and Adam Longlais discuss: How have the financial markets performed over the past couple of weeks?<...
Market Update and a Continued Look into 2025
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?A number of the MAG 7 stocks have out...
Market Update and Look into 2025
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?What are earnings per share projected...
Post Election Market Update
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss:With the republican election, will the expected tax cuts provide a boost to US GDP growth in 2025?Why is the US...
Nov 1st Pre-Election Financial Market Update
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?What are the implications of the rece...
Interest Rate Moves, Equity Markets, and the Upcoming Election
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?Will the recent hurricanes impact the...
Excitement in the Economy in this Market Update 10.4.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?What are the important elements in th...
Fed Rate Cut and Financial Markets Performance - 9.20.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:Were you surprised by the Fed rate cut of 50 bps on overnight interest rates?How have the financial markets ...
Financial Market Updates 9.6.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:How have the financial markets performed over the past couple of weeks?What are the important elements in th...
Strong Rebound in the Equity Market 8.23.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Henningsen discuss:How have the financial markets performed over the past couple of weeks?Is the Federal Reserve likely to cut int...
Why did the market recover so quickly? Is the yield curve going to stay inverted? 8.9.24 Market Update
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Anthony Wilhelms discuss:What triggered the large drop in the equity market over the past week?Why did the market recover so quick...
Is the US economy slowing?
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past three (3) weeks?Is the US economy slowing?
US Equity Market Record Highs, International Discounts, and more. Market Update 7.12.24.
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss:What has happened in the financial markets over the past three (3) weeks?Was the negative report on CPI for Jun...
Financial Markets Update with Outlooks - Podcast 6.14.24
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past three (3) weeks?What are the implications of the re...
Financial Market Recap, Employment Report Implications, and the Equity Market Setback 5.3.2024 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past month? What are the implications of the recent...
Inflationary Pressures and the Inverted Yield Curve, in this Market Update 4.19.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Anthony Wilhelms discuss:What has happened in the financial markets over the past month?Do you think that the Fed is going to cut ...
Financial Market Update, S&P 500 Record Highs, and the Housing Market
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past month? What is the impact of the recent FOMC m...
Positive News in the Financial Markets 3.8.2024 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past month? How have employment levels in the US ch...
Financial Market Update, Employment, the Stock Market, and Long-term US Interest Rates
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:What has happened in the financial markets over the past month? What has happened with employment over ...