"Smaller is better so far this year." "The sentiment is just in the tank."

2026 has started with an upward trend for markets, but from unusual suspects. The market rotation is welcome.

Joey and Adam unpack the Mag 7 earnings reports, what’s driving the S&P 500, small cap, emerging market, and international developed market dominance, inflation, the job market, housing, the state of the “AI bubble,” gold, silver, and whether it’s time for a rebalance.

Key Topics:

Market Overview: Sleeping Giants & The Rise of Small Caps (00:00)
Job Market Dynamics: A Frozen State (14:27)
Housing Market: Supply Challenges (22:36)
Metals Market: The Surge and Fall of Gold and Silver (23:16)
Investment Strategies: Rebalancing in a Volatile Market (29:20)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

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Market Chatter: Sleeping Giants & The Rise of Small Cap Stocks