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Small caps ripped. Gold fell. Bitcoin argued with itself. David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down what actually drove Q2 returns — corporate earnings, not headlines — and why the "Everything Bagel" approach to diversification just proved its worth again.
No hot takes. Just the data behind small caps outrunning big tech and nobody talking about it.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Episode Timeline/Key Highlights:
00:00 - Speculation Has No Earnings
00:28 - Q2 Review Kickoff And Quick Sports Talk
02:32 - The Quarter's Surprise Winners
06:07 - Earnings Boom Bonds Lag Gold Falls
11:22 - Bitcoin As Risk Asset Debate
12:56 - Valuations Concentration And Market Breadth
19:13 - Diversification Still Works
27:34 - Inflation Expectations And Fuel Spillover
34:35 - Ignoring Headlines And Staying Long Term
36:57 - AMA Requests And Closing
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Check out our Between Sips Podcast: Where Money Meets Meaning
Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/
About "Off the Wall":
Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.
Learn more about our hosts on our website at https://monumentwealthmanagement.com