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Mark McEvily Podcasts

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The Independent Advisors

Mark McEvily

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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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My Lemonade Stand

Dionne England

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This podcast helps managers in organizations do their best work. We have interesting guests and provide strategies, tactics and hacks to avoid burnout, improve results and engage our teams at work.
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The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry 39:47

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We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plast…
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The Independent Advisors Podcast Episode 301: How is this "New" News 46:43

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Show Notes: Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly. By: Kelly Phillips published on May 15th, 2025 https://www.forbes.com/sites/kellyphill…
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The Independent Advisors Podcast Episode 299: Seller's Strike 42:49

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Show Notes: Positive Earnings With a Tariff Divide Source: Charlie Bilello Research from 5/6/25 https://bilello.blog/2025/the-week-in-charts-5-6-25? Source: Bloomberg Article on 5/6 https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/? Goldman Says Bear Market Rallies Are the Norm Source: Bloomberg article on 5/6/25 https:/…
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Process, Culture & Clients with Hazel Lord, Founder and President of Pearl Operational Design 27:52

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Hazel Lord is passionate about process design, organizational culture, her team and her clients. We read business books about leaders who focus on the right things.. They're talking about Hazel. Every time we speak I'm inspired by her commitment to fostering a positive and productive culture that embraces her clients and helps her team achieve thei…
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The Independent Advisors Podcast Episode 298: Wait and See Mentality 40:49

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Show Notes: X post by @isabelnet_sa on April 25, 2025 https://x.com/ISABELNET_SA/status/1915689168627175907 Xpost by bespoke investments https://x.com/bespokeinvest/status/1915408647955337498 X post by Subu Trade 4/24 https://x.com/SubuTrade/status/1915444909500207391 Some Considerations for Key Labor Market Data The Big Picture, Briefing.com https…
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The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success 39:50

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Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-rig…
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The Independent Advisors Podcast Episode 292: Overblown Sentiment 38:49

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Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix …
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The Independent Advisors Podcast Episode 291: The Best Buys Hurt A Little 37:52

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shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on…
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A masterclass on innovation and engagement from Mark Williams, CEO of the Toronto Symphony Orchestra 35:26

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I could talk to Mark Williams, CEO of the Toronto Symphony Orchestra all day. His vision and guidance has forged deep connections between our uber talented orchestra and the various communities it serves while creating the space for the orchestra to explore innovative ways to collaborate with great artists beyond the traditional scope of classical …
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The Independent Advisors Podcast Episode 289: Looking For Value 48:38

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Show Notes: Bloomberg Article on 2/20 https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v X post from Coiled Spring Capital on 2/26 https://x.com/coiledspringcap/status/1894754608930803939 X post from The Tradin…
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The Independent Advisors Podcast Episode 288: Quelling Fears 26:31

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Show Notes: Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781? Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Defe…
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The Independent Advisors Podcast Episode 287: That's Not Bearish, Part: 1000 30:36

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Show Notes: Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082 Post on X from Seth Golden on 1.19.25 - http…
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The Independent Advisors Podcast Episode 285: Herd Mentality Doesn't Work On Wall Street. 40:02

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Show Notes: https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515? https://x.com/mikezaccardi/status/1875908291093823587? https://ofdollarsanddata.com/rent-vs-buy-calculator/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jess…
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The Independent Advisors Podcast Episode 283: Beef, Banks and Bears 36:12

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Show Notes: Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html? Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement…
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The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed. 43:50

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Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290? The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…
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The Independent Advisors Podcast Episode 281: Nothing in life is guaranteed 44:02

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Show Notes: Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331? Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean? Article wr…
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The Independent Advisors Podcast Episode 280: Embrace Panic 39:50

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Show Notes: https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24) https://bilello.blog/2024/7-l…
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The Independent Advisors Podcast Episode 279: The tail that wags the dog. 42:47

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Show Notes: Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/? Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161? Financial Planning Topic of the week – Scared To…
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The Independent Advisors Podcast Episode 278: Sky-High Sentiment 28:36

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Show Notes: Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html? Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blo…
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The Independent Advisors Podcast Episode 277: Risk On, Game On! Stocks are strong awaiting the new administration. 49:40

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Show Notes: Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100? FireFlies AI Software Link: https://app.fir…
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The Independent Advisors Podcast Episode 274: U.S. Stocks and Economy Reigns

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Show Notes: https://x.com/SJD10304/status/1846302979147944358? https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/? https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say? https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your…
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The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy 34:23

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Show Notes: https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/? https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/? https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislat…
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The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT 34:49

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Show Notes: Outlook for stocks after Fed rate cut: historically positive Possibility of election year seasonal weakness No recession expected; mid-cycle slowdown predicted Consumer balance sheets in good shape Bonds expected to rally with anticipated Fed rate cuts Productivity surge in the U.S. economy- expected to support continued economic growth…
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The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either. 33:22

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Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab https://x.com/KevRGordon/status/1828042176057811051 X Post from Liz Young, Head of Investment Strategy at SoFi https://x.com/LizThomasStrat/status/1828098863108128812 Research from 8/17/24 https://x.com/FactSet/status/1824935004943556922 https://x.com/FactSet/status/…
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The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon 34:09

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Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites me…
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The Independent Advisors Podcast Episode 264: The Elephant in the Room 40:59

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Show Notes: Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg T…
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The Independent Advisors Podcast Episode 263: The Psyche of the American Investor 35:50

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Show Notes: https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming? https://x.com/granthawkridge/status/1813374265686999061? Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthBy Mark McEvily
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The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation 44:00

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Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/sta…
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The Independent Advisors Podcast Episode 261: History is a Guide Not a Map 30:53

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Show Notes • Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024 • Global Markets Investor - Recession in the future? • Ben Carlson - Total Returns in the past 5 years • Bespoke - Markets pricing a ZERO percent chance of NO rate cut by SeptemberBy Mark McEvily
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The Independent Advisors Podcast Episode 260: The Bold and The Oblivious 31:31

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Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.c…
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The Independent Advisors Podcast Episode 259: Narrow Leadership 44:56

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Show Notes: Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097? Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…
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The Independent Advisors Podcast Episode 258: Diamond Hands 34:16

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Show Notes: Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html? Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html? Gr…
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The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth' 41:25

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Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider …
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