Market MakeHer Podcast

A clear walkthrough of how to use the price-to-earnings ratio to evaluate whether a stock is cheap or pricey. Short math lessons on trailing versus forward earnings and simple P/E calculations. Discussions on sector comparisons, market perception, growth justifying higher multiples, and when P/E might be misleading. Practical tips on using P/E with diversification, volatility, and research tools.

A concise deep dive into how the Fed misread early inflation as transitory and later shifted to rapid rate hikes. They trace the lightning-fast move from zero to high interest rates and explain how those hikes reshaped mortgages, hiring, and markets. The episode also covers tariffs being called transitory again and why Fed wording matters.

The hosts dive into a refreshing quarterly reset, using their unique S-M-I-L-E framework to gamify goal setting. They explore market dynamics, discussing the waning confidence, tariff impacts, and the intriguing shift toward smaller companies and international stocks. The decline of the 'Magnificent 7' raises eyebrows, while falling Treasury yields signal cautious investor sentiment. Personal reflections on Q1 accomplishments and actionable new goals make for a lively discussion filled with insights and practical tips for financial growth.

Lately, the market’s been moving over 1,000 points a day. We call this volatility fueled by uncertainty. We’ve been talking about falling yields, rising rates, and now tariffs are back in the headlines… but what if the real story is in the credit market?In this episode, we’re replaying one of our favorite breakdowns: bond vigilantes — who they are, how they got their name, and the role they’ve played in shaping market history. And with everything happening right now, it’s more relevant than ever.We walk through what’s going on with the 10-year Treasury yield, why a major hedge fund’s exit triggered a wave of selling, and how a “buyer’s strike” in the bond market could turn into something even bigger. Jess shares why she thinks this yield surge might be what actually caught Trump’s attention, and what that means for the rally that followed.We also tie in the basis trade and why volatility in the bond market can be a warning sign for the economy.This episode brings historical context to today’s chaos — because once you understand the credit market, you start to see how it quietly drives everything else.Support the showAsk Us a Question, Leave a Review, Follow, Subscribe:🔗All Market MakeHer Links ✨ Jess Inskip: ⁠TikTok⁠  ⁠Instagram⁠ ✨ Jessie DeNuit: ⁠TikTok⁠  ⁠Instagram⁠  About Us 🌚🌞   Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.   Important Disclosures: Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions. 

They unpack the 2025 blanket tariffs and the immediate market shock. They explore how tariffs raise prices, threaten jobs, and create a Fed dilemma between inflation and employment. They trace ripple effects on the dollar, Treasury yields, and investor rate-cut expectations. They review historical trade-war lessons and outline defensive portfolio tactics and sectors that could benefit long term.

They unpack what inflation really is and the multiple causes behind post‑pandemic price spikes. They trace supply chain breakdowns, labor market tightness and wage pressure, fiscal stimulus and excess savings, and energy shocks. They also explain the Federal Reserve's role, its tools, and why words like transitory and tariffs matter for monetary policy.

They break down corrections, bear markets and recessions and explain how to tell them apart. The conversation examines the gap between gloomy sentiment and stronger hard data. They look at household debt, savings trends, jobs and earnings resilience. Practical investing topics include asset allocation for retirees, dollar cost averaging and how to stay calm when headlines get loud.

🚨 Recession Watch: What’s Happening in the Markets? 🚨Major banks are raising red flags about a potential recession, pointing to uncertainty around trade, tariffs, and inflation. If there’s one thing the market hates, it’s uncertainty—it fuels volatility.As of March 13, 2025, the S&P 500 has officially entered correction territory, meaning it has dropped 10% from its recent highs. Corrections like this are a normal part of market cycles.🔍 Looking Back:This episode was recorded on September 6, 2024. Back then, the S&P 500 was at the same levels we saw in late August/early September, driven by recession fears and a spike in unemployment—concerns that led the Fed to cut rates by 0.50% for the first time.📅 Looking Ahead:Fast forward to today, and guess what? The next Federal Reserve rate decision is coming up on March 19, 2025, at 2 PM ET.So let’s stay calm, collected, and calculated as we break down: ✅ What a recession is ✅ How it’s officially declared ✅ How it fits into today’s market landscape📉 Sector FYI: Consumer discretionary stocks are taking the hardest hit this year, down 13.4% year-to-date, with Tesla (TSLA) leading the decline as the sector’s biggest component.🔗 Resource Links:NBERFed Economic DataEp. 13 Are We In A Recession?Support the showAsk Us a Question, Leave a Review, Follow, Subscribe:🔗All Market MakeHer Links ✨ Jess Inskip: ⁠TikTok⁠  ⁠Instagram⁠ ✨ Jessie DeNuit: ⁠TikTok⁠  ⁠Instagram⁠  About Us 🌚🌞   Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.   Important Disclosures: Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions. 

We're getting back to basics with some Investing 101 and money psychology. We'll discuss what first-time self-directed investors need to know to get started on your investing journey and good concepts for all investors to think about in their investing strategy...and we'll go over some important jargony terms to easily understand, so that you don't get overwhelmed. Investing involves risk, but that doesn't mean you should be afraid to learn how to make your money make money! We can all do it. Your knowledge compounds just like your money can and so many barriers to entry have already been broken!Things to remember:*Time in the market is better than timing the market.*The stock market hates uncertainty (creates volatility).*Compound interest and dollar cost averaging are great terms to understand that help you invest wisely, well, and often.Reference Episodes:12. How to Invest in the Stock Market (Step-by-Step)2. Understanding the Stock Market9. How to Choose a Brokerage Firm34. Investing Jargon, Demystified10. How to Read a Stock Quote14. How to Analyze a Stock24. Pay Yourself First29. Investment Risk Tolerance56. How to Construct a Portfolio (Asset Allocation)Learn the Stock Market Spotify Playlist:https://open.spotify.com/playlist/24h9lLqD2bQtDWI9blIHt2?si=dQulbTVzRjKTYU8dCXdKvAYouTube Playlist:https://www.youtube.com/watch?v=VlOcmj29eH4&list=PL1cksAY5UwYk71iaOlbXMc7L06JrUAJl8Support the showAsk Us a Question, Leave a Review, Follow, Subscribe:🔗All Market MakeHer Links ✨ Jess Inskip: ⁠TikTok⁠  ⁠Instagram⁠ ✨ Jessie DeNuit: ⁠TikTok⁠  ⁠Instagram⁠  About Us 🌚🌞   Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.   Important Disclosures: Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions. 

Discover the wisdom behind Warren Buffett's latest shareholder letter! Learn why Berkshire Hathaway is hoarding cash and what Buffett's recent stock moves reveal about the market. Delve into his bold investments in Japan and his candid acknowledgment of past mistakes. The conversation uncovers the stark contrast between stock market performance and societal economic challenges, all while emphasizing the importance of long-term strategies. Perfect for anyone looking to enhance their investing savvy like the Oracle of Omaha!