Market Matters with Morgan-Aly

5:31

Episode 105: Beyond the Index

Market Matters with Morgan-Aly ·

2026/10/05

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or

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6:54

Episode 104: The Good, The Bad and The Ugly

Market Matters with Morgan-Aly ·

2026/09/28

This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any

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6:25

Episode 103: Recent Fed Interest Changes

Market Matters with Morgan-Aly ·

2026/09/21

We look into the recent changes coming out of the Fed and how economists can interpret them.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is

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7:12

Episode 102: Real and Imminent Threat: Interest Rates

Market Matters with Morgan-Aly ·

2026/09/14

With higher bond yields, higher oil prices, stubborn inflation and geopolitical risks as legitimate headwinds, investors could will have a very real alternative to stocks. This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for

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6:26

Episode 101: Research is the Key to Success

Market Matters with Morgan-Aly ·

2026/09/08

This week Jason discusses how we at Morgan Aly actively investigate the positions we pick before investing.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This

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9:15

Episode 100: Very Important Update/Podcast: Capital...

Market Matters with Morgan-Aly ·

2026/08/31

Part 2 of our discussion on why paying taxes may not be such a bad thing. Afterall, it comes from the strength of your portfolios growth. This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice

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9:21

Episode 99: The Inevitable Price of Success

Market Matters with Morgan-Aly ·

2026/08/24

Sometimes an investment grows so much that it changes the balance of a portfolio and needs to be trimmed. A great problem to have, but one that can lead to tax consequences that need mitigation.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials

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6:49

Episode 98: Good Inflation News and More

Market Matters with Morgan-Aly ·

2026/08/17

This week Jim talks about the recent interest rate numbers that came out and other market updates. This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and

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6:31

Episode 97: The Psychology of Investing

Market Matters with Morgan-Aly ·

2026/08/10

The psychology of investing is a deep subject, lows and highs are perceived differently. Jason discusses this with us today. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual

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8:24

Episode 96: Another Bear Market in the AI Sector

Market Matters with Morgan-Aly ·

2026/08/03

This week Jim discusses the recent turbulence in the AI sector as well as the market as a whole.This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and

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6:35

Episode 95: Was AI Worth the Price tag?

Market Matters with Morgan-Aly ·

2026/07/28

With the price of AI infrastructure spiraling, investors are asking, what will this bring us in returns?This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This

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6:25

Episode 94: What Goes up Doesn't Have to Come Back Down

Market Matters with Morgan-Aly ·

2026/07/20

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or

en

5:41

Episode 93: What's Actually in Your Portfolio, and...

Market Matters with Morgan-Aly ·

2026/07/13

This week Jason discusses what’s important to us as fiduciaries when it comes to picking the positions that we do. It’s important to know what in our clients portfolio and not to blindly follow a trend.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These

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6:57

Episode 92: What a Second Quarter!

Market Matters with Morgan-Aly ·

2026/07/06

This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any

en

5:53

Episode 91: America, An Investment 250 Years in the...

Market Matters with Morgan-Aly ·

2026/06/29

Through 250 years of tumultuous history, America stands strong, a real investment worth backing.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is

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6:00

Episode 90: A Short Week: Juneteenth

Market Matters with Morgan-Aly ·

2026/06/22

This week Jim updates us on the current market and also goes into the history of the Juneteenth holiday.This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature

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5:50

Episode 89: The Power of Compounding Interest

Market Matters with Morgan-Aly ·

2026/06/15

Peace talks between the US and Iran have resulted in the straights being opened again, leading to an uptick in the market. Also if you start investing for your children young, the power of compounding interest can do some great things. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any

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6:21

Episode 88: My Fair Lady

Market Matters with Morgan-Aly ·

2026/06/08

Today we discuss the Pygmalion Effect and how it relates to market behaviorThis weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to

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5:40

Episode 87: Investing in America's Future

Market Matters with Morgan-Aly ·

2026/06/01

The government is rolling out a new initiative to help children invest into their future. Jason discusses how compounding interest over time is a very powerful tool and getting started early may help build a brighter future.This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF-----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular

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6:00

Episode 86: Why the Iran Conflict Hasn't Hurt the US...

Market Matters with Morgan-Aly ·

2026/05/26

Jim discusses the war in Iran and historical spikes in inflation. This weeks episode is presented by our founder James Hayett, CPFA. -----------------------This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend

en

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