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Explore every episode of the podcast Market MakeHer Podcast

Dive into the complete episode list for Market MakeHer Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
57. Stock Market MakeHER Update: 10.14.24 (New AI Series)14 Oct 202400:16:31

⁠Subscribe to our Weekly Stock Market Update Newsletter!⁠ 
This Week in the Stock Market: 10.14.24
 
In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. 
 
The hosts delve into the current state of the stock market, focusing on earnings season and the importance of economic indicators. They discuss the concept of market broadening, highlighting the need for growth across various sectors rather than relying solely on major tech companies. The conversation also covers key economic indicators such as PCE, inflation, jobless claims, and retail sales, explaining their significance in understanding market dynamics. Finally, they address the Federal Reserve's efforts to achieve a soft landing for the economy and emphasize the importance of staying informed as market conditions evolve.

*This episode is produced by artificial intelligence sourced from our weekly stock market newsletter*

     
Key takeaways:

  • Market broadening is essential for a balanced economy.
  • Earnings season shows a positive trend with 79% of companies exceeding expectations. (6% of 500 have reported, though)
  • The financial sector is performing well, while the energy sector is struggling.
  • PCE inflation is a key indicator monitored by the Federal Reserve.
  • Jobless claims provide insight into the health of the job market.
  • Retail sales reflect consumer confidence and spending habits.
  • Housing starts indicate builder confidence in the market.
  • The Fed aims for a soft landing to control inflation without triggering a recession.
  • The stock market anticipates future growth, not just current conditions.
  • Staying informed about economic indicators is crucial for investors.

  

💜 We're loving it: Spotlight on Econ with Sarah 🌟

Want to get smarter about healthcare and how it affects the economy? Check out Econ with Sarah! Sarah has a PhD in health economics and runs a TikTok acc

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Ask Us a Question, Leave a Review, Follow, Subscribe:
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👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

56. How to Construct & Manage an Investment Portfolio 11 Oct 202400:33:52

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats. 

So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio management and investment strategies. They discuss the importance of constructing a well-diversified portfolio, understanding personal financial goals, and defining risk tolerance. The conversation emphasizes the need for regular rebalancing and adapting to market changes, while also highlighting the role in using analyst recommendations or using a robo-advisor or financial advisors for investing guidance. Remember, you can always call up your brokerage firm and ask questions for free. Or you can submit a question to us. 

    

Types of portfolio asset allocation: 

Conservative, Balanced, Growth, Aggressive Growth 

 

Links:

Morning Star X-Ray Tool 

Risk Tolerance Episode

Takeaways

  • Identify your investing goals.
  • Define your risk tolerance. 
  • Construct your asset allocation.
  • Make sure you are diversified.
  • Rebalance and Adjust your assets.
  • Understand when to hold or sell investments.
  • Investing is a lifelong journey that requires regular review.

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

47. The Recipe for a Market Sell-Off: Carry Trade, SAHM Rule, Recession Fear 09 Aug 202400:29:30

The stock market has been having quite the week since our last episode on the Fed’s decision to NOT do a rate cut and the resulting effects of the not-so-great unemployment numbers that came out last Friday.

Recipe for disaster?

Is the stock market crashing? Why was there a sell-off and what is a market sell-off? And is this a good time for us self-directed investors to invest more, like, is the stock market on sale?

What were the sell-off ingredients? 

  • The Carry Trade (Yen Got Stronger)
  • The Sahm Rule (Recession Indicators)
  • Recession FEAR (Emotional Investors)


Sell-Off Decline: Pull-Back, Correction, Bear Market?

We all know that the stock market recently tanked and there was a huge sell-off. Was this a pull back or a correction, are we in a bear market. 

The difference is a decline of:

Pull back = 5-9% 

Correction = 10 -19% (Stock Market Is Currently Here)

Bear market = >20%



✨The recent turbulence was the most severe since the 34% decline that occurred in Q1 2020.

✨ Market corrections happen almost every year. Since the early 1980s, there's been a greater than 5% drawdown in the S&P 500 Index in every year but two (1995 and 2017).

✨ The stock market has historically recovered quickly from corrections. The average time to recovery from a 5%-10% downturn is three months. The average time to recovery from a 10%-20% correction is eight months.

✨80% of corrections since 1974 have not led to a bear market.

✨ There's a 73% probability of a double rate cute (.50%)





How do we know we are in a recession? 

Great Analogy: https://www.tiktok.com/t/ZTNgX6jUW/





Related Episodes:

Ep. 46) Fed Update: What is Event Risk? Could it Trigger a Sell-Off?

Ep. 45)

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
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⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

46. Fed Update: What is Event Risk? Could it Trigger a Sell-Off? 02 Aug 202400:29:40

We recorded this on 08/01/2024, knowing that unemployment numbers will not drop until this podcast airs on 08/02/2024, and that might also change so keep that in mind. 

**Employment Report Update from Jess** 

Fed's View on Labor Market:Fed Chair Jerome Powell stated that the changes in the labor market are "broadly consistent with a normalization process." However, policymakers are closely watching for signs of deeper issues.

Unemployment Report Highlights:

  • Unemployment Rate: Jumped to 4.3% in July, the highest in nearly three years.
  • Hiring Slowdown: Significant reduction in hiring activities.
  • Concerns: Increased fears of a weakening labor market and potential recession.
  • Trend: This is the fourth consecutive monthly increase in unemployment, rising from a five-decade low of 3.4% in April 2023.
  • Cause: The slowdown is driven by weak hiring rather than layoffs. 

Following the release of the employment data: U.S. Treasury yields dropped, meaning bond prices rose and we are in a sell off. 

Fed Meeting Notes aka The Powell-Point

Fed Chairman Jerome Powell announced on the latest FOMC press conference that there will NOT be any rate cuts. We're shocked, really. Let's go through the data! 

It's no secret that most of us Americans are feeling the impact of higher rates to borrow money and inflation. But finally! It's not just us smaller consumers feeling the heat, larger companies are as they reported revenue declines. And if the big companies feel it, they will have to make some changes. 

Price Stability + Max Employment & Event Risk

Something feels broken. The Fed has a toolkit to use when something is broken. Which means: rate cuts!

What does it mean for you?

We might see some sell-off in certain sectors. But that is normal rotation. Remember, this is not financial advice, but we have some episodes on What Is Inflation, CD Laddering, Bond ETFs, Are We In a Recession, etc., for you to understand what happens when the Yield Curve is de-inverted and what happens when rates inevitably get cut. Are you going to move your HYSA money into a Treasury, CD Ladder, or Bond Fund? 

Investing Rollercoaster

DON'T be an emotional investor. Y

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

45. What is Market Breadth & Concentration Risk? Why Should YOU Care? 26 Jul 202400:30:10

Inflation is at an all-time high and so is the stock market. This is a tale of two markets. How is the S&P 500 making record highs when so many Americans are living paycheck to paycheck?

We're going to break it all down. What's happening in the stock market, what the S&P 500 actually is, what market breadth and concentration risk means and why it all matters to you! We also discuss small-cap, mid-cap, large-cap, and even mega-cap companies in your portfolio, briefly, because the small-cap companies are starting to come up. This one is a little intermediate, but all very valuable info when you are a self-directed investor learning how to manage your portfolios to reach your goals. 💰💰💰

(Go to the 20-minute mark for a great analogy about this stuff if you get lost leading up to that point 😉🔮)

Free eBook: The Stock Market Explained

Today's Hosts

Today's episode was hosted by our resident finance expert with 15 years of experience, Jessica Inskip (TikTok and Instagram) and our newest Market MakeHer finance-sis, Jacey Saige, a Gen Z investor here to learn everything she can about investing so she can spread financial literacy to her audience on TikTok and Instagram!

Still Have More Questions or a Comment? 

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⁠Market MakeHer ⁠⁠website⁠⁠⁠

Get Your Free eBook: The Stock Market Explained

Subscribe to Our Newsletter

Email jessica@marketmakeherpodcast.com 

Instagram

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

44. Replay: Where to invest first in your personal finance journey19 Jul 202400:33:21

Let's refresh and re-assess our financial planning goals for our future selves. You've budgeted, you've saved, you've looked at what you've got going on in your spending and bills and what you have left over - what do you do with that extra money? (Invest it, of course 👻)

*this is educational info, not advice - personal finance is personal, duh, and we don't know you're unique situation*


We're replaying our budgeting, savings, and investing episode because it's that time of year to assess your finances again and we're looking at our own finances again, so we thought we'd remind y'all to do the same!

Get Our Free e-Book on The Stock Market Explained!

Still Have More Questions or a Comment? 

🙋🏾‍♀️🙋🏻🙋🏼‍♀️🙋🏽‍♂️🙋Holla @ us on:

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Subscribe to Our Newsletter

Email jessica@marketmakeherpodcast.com 

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Join the Money Coven⁠ ⁠⁠FB Community⁠⁠⁠

👀 Watch us in action on our⁠ ⁠⁠YouTube Channel⁠⁠⁠ 👀


 About Us 🌚🌞

Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend who is a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

43. Stock Market During Election Years: We're Not Getting Political, But Is The Market?05 Jul 202400:29:39

How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮


Does the U.S. Presidential election affect the stock market? Does the political party of the elected leader make a difference? Let's discuss, shallllll we? We're going to look at historical data going back to 1900 under each party and even drill down to the sectors.

Seasonality Happens Every Year, But Past Performance Is Not Indicative of Future Results 👻

There are 4 years in a U.S. Presidential cycle, the 4th year is positive for the stock market historically (S&P 500). Since 1928, the 4th year of an election cycle is up 73% of the time with a median return 9.5% - no matter who the political party is. 

Does the political party in charge matter?

Looking at Democrat vs Republican, we go back to the 1900s when the DJIA (Dow Jones Industrial Average) was created and see a very minimal difference whether Dem or Rep is in office. Clearly there’s no dispersion because the stock market relies on growth, but the outlier might be those instances when the political party of the president runs both the house and senate, the data changes a little, but overall, the outcome of the Presidential election does not really affect the stock market. The median annualized return every election year is 7.7% when a Democrat wins and 7.9% when a Republican wins, historically. Such a very small difference - make whatever conclusions from that you'd like. 😘


The Takeaway

Elections don’t really impact the stock market. There’s natural seasonality around the time of year Presidential elections take place, but the election itself and the outcome don’t make much of a difference. Time in the market is still your friend!! Stay consistent with how you invest and don’t be an emotional investor. Look at the overall stock market performance over a large span of time and you’ll see that there are always ups and downs, but when you stay invested for a long time your return inevitably goes up.


Check out this article Jess wrote for UK Money Week:

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk28 Jun 202400:28:20

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻)

AI Investing

Most of us are invested in AI, whether we know it or not, because the S&P 500 is mainly technology, and according to Yahoo Finance the S&P 500 is 31% technology, with  29.5% of that being only 7 stocks! (The Mag 7 or Magnificent 7)

How Much Electricity Does Generative AI Use?

Nvidia (NVDA) valuations are justified as the hyperscalers are top customers and we are seeing real earnings at incredible profit margins. The earnings potential makes sense. However, the energy consumption and subsequent pressure represents the real risk. Blackwell chips have not even made its way to market yet – each Blackwell AI GPU sold by Nvidia consumes up to 1200 watts of power, so 3.5mn of them would consume 1.8GW of power in the US alone. (Consensus estimates 3.5b in GPU sales by 2027).

Validate Your Investment Thesis (What you eat, eats.)

Look at the root of the problem with all of this AI grid pressure and see where the solutions might be (as in which companies are coming up with solutions for this bigger issue). "Sustainable AI" is still in its infancy, but maybe there are some companies out there that are using AI for good and to help come up with solutions to some of these issues?

AI Opportunities (but do your homework)

The grid pressure is a longer-term risk, it does not mean the AI story has peaked yet. AI build out cycle still in play: Opportunities still exist benefiting NVDA, AVGO, MRVL, AMD, and MU. Q1 earnings told us that capex spending is only increasing. Not adding more here, rather maintaining positioning. You can look into Copper and Uranium ETFs as well, just consider your personal ethics in investing and how that comes into play for you and which companies' success you truly want to be invested in (remember, when you buy a stock you are not giving money to the company directly,

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

41. Stock Order Types: Demystifying The Ways to Trade Securities21 Jun 202400:35:52

There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities.

What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Order Types are there and what is the difference? This is your ‘set it and forget it” overview of order types for trading securities through your brokerage firm.

Remember These Things:

Take taxable events into account (capital gains, losses, selling before holding for 1 year, etc.)

Don’t try to time the market.

This is education, not advice. 😉

Limit Order vs Market Order:

Limit Order guarantees price not execution

Market Order guarantees execution

 

Trading Order Types Vocabulary: 

Market Mechanics

Bid & Ask Price

Market Order

Limit Order

Stop Loss Order

Trailing Stop Loss

Stop Price 

Limit Price

Conditional Order Types

FOK = Fill Or Kill

GTC = Good Till Canceled 

OTO = One Triggers Other

OTOCO = One Triggers Other Cancel Other

SPX  = S&P 500 Indice Symbol

FINRA has a good explanation of Order Types

 

Visuals aka Jess Made a PowerPoint 👀

If you didn't know, Jess loves to make a deck! Check out the PowerPoint she made If you’re listening on Spotify, you can also watch the video podcast and follow along in the PP slides Jess Inskip made for us. We also eventually upload all of our video podcasts to our YouTube channel. Jess used stockcharts.com to make some of the visuals in our PowerPoint. We’ll post it on our website and slides on social media.

 

Episodes You May Also Like:

We’ve already gone over Bid and Ask prices and how those market mechanics work in previous episodes as well. Check out

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

40. Preparing for Rate Cuts: What are Bond Funds?14 Jun 202400:28:23

What Is The Bond Market and What Are Bond ETFs?

CPI is “cooling off” which means inflation is trending closer to the Fed’s target, which means a rate cut MAY be in our future! What does that mean? Well if the Fed, you know, good ol "Papa Powell" who we keep talking about, well if they actually go through with cutting rates this is what happens. Interest rates for things like home loans get lower, but that means those high yield savings account rates also get lower. So where do you stash your cash and still get those great returns? Bonds. More specifically, we're looking at Bond ETFs.


We've talked about different types of low risk investing on Ep. 31 about Brokerage CDs but we want y'all to know about all the ways you can make your money make money!

Side Note

Check out Jessica Inskip's most recent appearance on the ⁠Schwab Network Episode⁠ where her worlds collide.

The Bond Market

Ok, so apparently there is not only a stock market, but also a Bond market. Where do we begin?

Need our listeners to know a few things: 

  1. You cannot time market, but you can prepare 

  2. We are not financial advisors, investing is personal. This is not that.

  3. We are here for educational and information purposes only. 

OK, let’s talk about what happened, and define the SEP - series of economic projections. 

Most recent: https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240612.pdf

Different ways to lock in rates: 

  1. CDs

  2. Treasurys 

  3. Municipal Bonds 

  4. Corporate Bonds 

  5. Bond Funds 

    https://www.ishares.com/us/strategies/bond-etfs/build-bet

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

39. What is a Stock Split? (looking at the Nvidia stock split 👀)07 Jun 202400:27:44

Happy Fin-Friday! The Nvidia stock is now one of the big 3 in the S&P 500. We've talked about Nvidia earnings and how much the stock price has soared just this year. Now they have announced a stock split and a dividend increase from $0.04 per share to $0.10 per share. Let's demystify stock splitting. 🔮

🍰 What Is A Stock Split?

A type of corporate action that changes the cost of a stock.

  • Forward split - When a company increases the outstanding shares by issuing new shares to split up the value of each new share. NVDA did a 10 for 1 split (ie - if the stock is $1000 per share it is now $100 per share and everything rebalances everywhere), but companies can also do a 2 for 1, 3 for 1, etc. Say you had a sheet cake cut into 10 squares, but there are more people who want their own piece of cake, so you cut each piece in half and now there are 20 pieces of cake.
  • Reverse split - It's the opposite, companies do this to increase the stock price (for example, if the stock price falls below $1)

Why Is Nvidia splitting their stock?

According to their 2024 Stock Split FAQ the stock split isintended to make stock ownership more accessible to employees and investors.

Investor Relations

You can look at the investor relations for any company on their website to see the history of things like how many times they have done a stock split (for example, Nvidia has split their stock 6 times now).

Let us know your questions around stock splitting or any other investing topic. And as always, keep learning, keep earning, and keep breaking barriers!

xoxo,

Fin-Mom & Fin-Auntie

Still Have More Questions or a Comment? 

🙋🏾‍♀️🙋🏻🙋🏼‍♀️🙋🏽‍♂️🙋Holla @ us on:

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Subscribe to Our Newsletter

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Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

38. What is a Short Squeeze? (Talking About Meme Stocks, Hedge Funds & Market Mechanics)31 May 202400:34:35

Finally, short squeeze and gamma squeeze make sense! (Did you know gamma squeeze was a thing?)

Also, Roaring Kitty is out of hiding, remember that whole GameStop stonks thing that happened? Well apparently it's happening again with another memestock (super high risk, y'all).

We also learn about hedge funds, meme stocks, market makers and the roles played in making money off shorting stocks (or squeezing out the shorters). Check out our episode on Dark Pools for more background. We also very briefly discuss Options!

Hedge funds are regulated and here's the link we mentioned for that: https://www.sec.gov/files/ib_hedgefunds.pdf

The Takeaway:

Shorting a stock is super risky. You're gambling on the failure of a company, essentially, and this tends to happen in hedge funds. A short squeeze is an event that happens when the people who are shorting stock shares have to cover the cost of the shorted stock because now the price is going up due to unforeseen demand (people suddenly buying it) and getting squeezed out of that position. It's like we always say, investing involves risk. ;)

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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 l...

55. Replay: How did the Stock Market Perform Under Biden vs. Trump?04 Oct 202400:29:39

[This episode was originally recorded on July 05, 2024, before Biden dropped out of the Presidential Election Race. We examined historical data, facts, and statistics of what happens to the stock market when there is a Republican vs Democrat as President of the U.S.]

During election years, the stock market tends to experience increased volatility due to the uncertainty surrounding the outcome. However, historical data shows that the stock market performance during election years does not significantly differ from other years. The median annualized return for the stock market since the 1900s is 7.7%. The performance of the stock market is more influenced by factors such as economic growth and corporate earnings rather than the political party in office. It is important to stay invested in the market and focus on long-term growth.

Key Takeaways:

  • The stock market tends to experience increased volatility during election years due to uncertainty.
  • Historical data shows that the stock market performance during election years does not significantly differ from other years.
  • The performance of the stock market is more influenced by factors such as economic growth and corporate earnings rather than the political party in office.
  • It is important to stay invested in the market and focus on long-term growth.

🔗All Market MakeHer Links: ​​https://bio.site/marketmakeHER 

   

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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.

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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 l...

37. Finding AI Stock Investing Ideas with Jacey Saige24 May 202400:33:26

This week we are joined by Jacey Saige, a Gen Z financial literacy advocate who wants to discuss how to find AI opportunities and stock market impacts. Jacey is filling in for our beloved Jessie DeNuit - do not fret she will be back next week!

AI is an important narrative to sustain this bull market. The S&P 500 is about 30% driven by technology. 5% is NVDA. Which means the AI narrative matters because of how we define the market. NVDA is about duration and demand pull for AI. NVDA reports after the hyperscalers: (GOOGL, META, AMZN, MSFT).

There is a new emerging AI headwind: Grid pressure. AI is using a lot of power, every new iteration of NVDA becomes more efficient, the issue arises as demand is growing at an astronomical rate. Grid pressure is a byproduct of compute growth. The opportunity: power providers that canbring to market faster, or alternative, like nuclear power, quickly and at better margins.

Meet Jacey Saige!

Jacey got her first taste of entrepreneurship at 16yrs old, she amassed 30k followers on Instagram and TikTok through sharing her art. Transitioning seamlessly from showcasing her creativity to managing social media, she honed her skills as a freelance manager and created her first business. Now, as she delves into the world of finance, Jacey's journey has taken an exciting new turn.

Pursuing a degree in finance, Jacey shares her insights and discoveries on TikTok @jacey_saige, demystifying investing and empowering her audience to take control of their financial futures. She brings a fresh perspective to the often intimidating world of finance, making it accessible to all.

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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 l...

36. Refresher: We are Paying Attention to Bonds Again 17 May 202400:28:20

The bond market has always been relevant, but it hasn't mattered as much since the Great Financial Crisis (GFC) - that's when the housing market collapsed in 2008. When we have a financial crisis, there is a fiscal policy response and monetary policy response to stimulate the economy. Right now we are in restrictive fed territory, they have raised rates to levels not seen since the GFC. Now the big market question is: when will they lower rates? If they do it too soon, it will reignite inflation, too late, it will tip us into a recession. The Fed's action affect the front end of the curve... when they lower and raise rates. WHICH AFFECTS YOU. (and that HYSA). You need to understand the yield curve and what de-inversion would mean.

Is The Fed going to tip us into a recession? What does that even mean? We've been seeing your questions around this and more after our recent episodes on the FOMC meetings.

Let's revisit how the yield curve works so we can all understand how the stock market and bond market is affected by The Fed's actions and what an inverted yield curve means for your money.

*This episode was recorded back in November 2023, so some things mentioned are related to that month, but overall still relevant to what's happening now.*

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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 l...

35. What Is CPI, PPI & PCE Price Index (Indices) in Fed Speak - Decoded10 May 202400:32:33

Come with us as we leap through the gallows and levitate down WallStreet. 🔮 Today we're discussing the most recent FOMC Press Conference led by the Hawkish Fed Chairman, Jerome Powell, and what it all means when he talks about the CPI & PCE Price Index. There's also a quick SMU (stock market update).

New Vocabulary Word: Tapering

Tapering is a monetary policy used by the Federal Reserve to phase out or reduce the number of assets purchased each month. Listen for more info.

Inflation Is Still Too High, When Are Interest Rates Getting Cut?

Remember in Episode 30 when we talked about how The Fed is projecting to cut rates 3 times this year (and how that's good for getting loans and lower CC interest rates, but bad for our HYSA)? Well now the Federal Reserve is not confident enough in the data to cut those interest rates just yet. They're being left at 5.25-5.5% (for the banks, but then we will still be seeing higher loan rates).

The Fed's Dual Mandate

Papa Powell stated that maximum employment and stable inflation at 2% is still the objective.

So what is inflation at right now? 

PCE 2.7% YoY (reported in April, for March) Next release May 31st Core is at 2.8% YoY https://www.bea.gov/news/2024/personal-income-and-outlays-march-2024

Low Unemployment Rates & Labor Demands

The Fed also said unempl

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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 l...

34. Investing Jargon, Demystified 🔮✨ The Top 20 Terms You Need to Know - In Order 26 Apr 202400:26:24

There's a loooot of jargon in the financial world. And it can seem overwhelming or like it's a language that was intentionally made to keep you in the dark, but Jess has been shining light on all this lingo since the beginning, and we've realized the jargon is actually pretty easy to grasp once it's explained to you in a logical, compounding way.

Compounding Knowledge 🧠✨

Just like your money compounds with interest, your investing knowledge compounds by starting off with the basic terms and building upon them. We'll take you through about 20 terms today (and we'll probably make a cute worksheet for you as well).

It's In The Name!

It's true, most of these jargony terms are self-explanatory and the answer is literally "in the name" for a lot of them.

We start with the basic stock market terms you need to know and build upon them. You gotta know what capital is before you understand market cap, capital appreciation and capital gain, for example. ;)

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Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend who is a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from

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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 l...

33. Current State of the Stock Market + Q&A (Pt. 2)19 Apr 202400:29:32

Questions on questions: Y'all submitted sooo many questions we had to make this Q&A a two-parter.

Be sure to follow us and subscribe to our email newsletter (all links at the bottom) to keep up with all the stock market happenings!

But First, A Quick SMU!

We also get a quick Stock Market Update from Jess Inskip. This investing rollercoaster we're on has been a bit of a dooziie this past week - what's happening? Remember, we're buckled in for the ups and downs! You know Jess is going to tell us in Swiftie speak every chance she gets...

AI: I can still make the whole place shimmer

The Dollar: I'm on my vigilante sh*t again

Oil: I'll be the actress staring in your bad dreams

The Fed: It's a cruel summer

Answering Your Questions:

  1. Dalia asked a question from our What are mutual funds and ETFs? (Episode 04): Can you talk more about those fees behind index funds? Also, I’m wondering where exactly the money that a fund returns comes from. Is it an interest, companies’ profits or something else?
  2. @maljones asked a question from What Are Preferred Stocks (Ep. 07): Are preferred stocks also called options? Are they the same thing or different concepts?
  3. Jane Smith Carson asked: Other 'educators' talk crap about picking stocks, your advice makes me feel more confident to diversify my own portfolio. ETF. Re: step 1, what are some other fin-ed resources and podcasts you like? Check out: Napkin Finance by Tina Hay (book); Mad Money Podcast by Jim Cramer (first 10 minutes is stock market updates for self-directed investors); BOA global research (dry podcast but informative); Compound and Friends (podcast); Money with Katie (podcast);

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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 l...

32. Q&A: Answering All YOUR Questions (keep 'em coming)12 Apr 202400:24:03

We're back, we had to take a week off because, if you didn't know, Jess is the sun and Jessie is the moon - we had to eclipse. 🌚🌞

First, a quick market update for April 11, 2024 about CPI and PPI!

Then we get to allllll your questions, yes, even questions from our very early episodes (told ya we'd get to them eventually 😅).

Questions we answer in this episode:

  1. @lukodaian asked - can you please explain Dow [indice] points, S&P 500 points, and how they are calculated? what does it really mean?
  2. @beyza asked a question from our last Episode (31) on CD Ladders - When you say the rates are annual, looking at 5.35% for 3 month period, does that mean i will be getting 5.35% at the end of that period or will it actually be less?
  3. @tinaremlinger asked - I would like to know how I go about gifting stocks or buying stocks for my children.
  4. Jane Smith Carson asked about Portfolio diversification! Should I diversify by sector? How do I add bonds in my brokerage account? Are Bond ETFs a good idea? Also she asked Jess what her favorite Taylor Swift song and album is 🙃
  5. Mags asked - I’ve seen discourse about how BlackRock, Vanguard, State Street, etc. have too much market share! I would love to hear thoughts. And the best ways for young adults to build wealth, should we use AI investors, and is Social Security dead?

We help educate you on how the stock market works, so that you can make informed decisions on what to do with your money. Keep the questions coming! 💙💜

-----------------------------------------------

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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 l...

31. Edu-action: How To Build a Brokerage CD Ladder29 Mar 202400:36:01

In the last episode (Ep. 30) of the Market MakeHer Podcast, we discussed how “The Fed” projects to cut interest rates 3 times by end of year. Hopefully, this means lower inflation, but it also means lower interest rates on your High Yield Savings Accounts as well.

Where can we stash our cash with higher interest rates for longer? Brokerage CDs!

One option is Brokerage CDs (certificate of deposit). This option is good especially if you have a very low risk tolerance and want to do something more than a HYSA that is a tad bit higher on the risk pyramid (Ep. 29), but still low-risk overall and locks in these higher yields we're currently seeing for a little bit longer.

We’ll teach you how to potentially lock in higher interest rates on your cash for longer with a Brokerage CD. You’ll also learn how to build a CD ladder! Watch the video on Spotify or our YouTube channel for visual how-tos. Otherwise, we’ll guide you through it with our words. 🎧🌚🌞

What is a regular CD?

CD = Certificate of Deposit (you normally see these at your bank or credit union where they offer you a decent interest rate on locking up a certain amount of cash with them for a certain amount of time, but did you know your brokerage firm can show you way more Bank CD options throughout the world and their current yields? Why only look at what your bank offers when you can see what 100s of banks are offering all at once!)

🔮 Takeaways:

  • CD laddering is a low-risk strategy for parking cash and locking in higher interest rates.
  • Brokerage CDs offer the advantage of a higher interest rate negotiated by the brokerage firm.
  • Building a CD ladder involves structuring investments in different timeframes to ensure regular cash flow.
  • Reinvesting and auto roll options allow for continuous investment and higher interest rates.
  • Understanding the difference between T-bills, T-bonds, T-notes, and CDs is important for making informed investment decisions.
  • Remember to keep your emergency fund separate - you don't want to lock up emergency money in a cage (or you can and just pay a penalty fee to get it out).

👩🏼‍🏫👩🏻‍🏫Edu-Action™

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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 l...

30. FOMC Meeting, Interest Rate Cuts & Inflation (aka Jess Watched The Fed Press Conference So You Don't Have To)22 Mar 202400:35:20

The FOMC (aka "The Fed" aka The Federal Reserve) had a press conference on March 20, 2024 where they talked about federal reserve rates remaining unchanged, but there's 3 projected interest rate cuts by end of year.

  • What does this mean for our High Yield Savings Accounts interest rates, mortgages, credit cards, loans, and the economy?
  • What's going on with unemployment and inflation?
  • What are balance sheets and what is this balancing act that The Fed is responsible for?
  • Is good news good news? Or is good news bad news? Or is bad news good news? (i.e. is a spike in unemployment good news? this and other thoughtful words from Jess ✨)

🎧 In the last episode, we talked about the balancing act the FOMC has to do between maximum employment and price stability. Basically, making sure prices are stable (interest rates on housing

🔮 We first mentioned The Fed back in Episode 6 when we discussed who they are, what they do, and why do we care. But we're still giving you a refresher today. And we've definitely mentioned them a few more times since then along with the things referenced in these episodes:

Ep. 13 The Business Cycle and Recessions

Ep. 15 Inflation Explained

Ep. 18 The Yield Curve

🌞 Jessica Inskip's Takeaways

Listen at the end for all of Jess' amazing takeaways of the FOMC meeting! Check out her TikTok for her Powell-Points

🧠 Terms/Jargon/Things To Remember

⁠FOMC⁠ = Federal Open Market Committee (not a government branch), responsible for managing the U.S. monetary policy, which you can read about in that FOMC link.

✨Fed Chairman = Jerome Powell (who we like to call "Papa Powel

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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 l...

29. Investment Risk Tolerance, HYSA Interest Rates and Fed Balancing Act15 Mar 202400:33:49

What's your investment risk tolerance? (check out the risk pyramid below)

How are you diversifying your investments in your portfolio? Are the interest rates on our high yield savings account coming down?

What should we do with our cash to make sure it's out-pacing inflation?


Figure Out Your Risk Tolerance

There are lots of quizzes you can do at your brokerage firm or even government sites that help you figure out your risk tolerance for your personal situation.

The higher the risk the higher the reward, BUT, remember that also means there's a higher risk to lose your money. Diversifying is key. 😉

Risk Pyramid

High Risk - On Top

Medium Risk - Middle

Low Risk - On the Bottom

------------------------------

High Risk Investments = Alternative Assets (Options, Futures, and Crypto is the most risky thing you can do with your money)

Medium Risk Investments = Fixed Income (government debt, corporate debt, real estate, blue chip stocks, growth stocks, etc.)

Low Risk Investments = Cash, Cash Equivalents (T-Notes, HYSA, Bonds, Money Markets, etc.) and you can get ETFs or Mutual Funds that have bonds and low-risk securities in them.

------------------------------

The Fed Balancing Act

Peak of inflation was 9.1% and now we're at 3.2% inflation rate. The Fed's target is always 2% YOY (year over year). It's good to understand how The Fed can change the stock market and the bond market when they raise or lower inflation, as well as how that changes your interest rates.


Think About Your Strategy

What are your plans for your money? How long are you going to keep excess cash or savings in a HYSA or different type of account? What's your plan for having your money out-pace inflation? This is what investing is alllll about!


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About Us
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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 l...

28. $AAPL Stock Impacts & Tools to Compare ETFs ($VOO vs $VTI)08 Mar 202400:28:52

Let's talk about what's going on with the $AAPL stock and also learn how to compare ETFs, like $VTI vs $VOO, with a tool! You'll want to watch the video about 10 minutes in, but if you can't watch it, we do describe everything we're analyzing.

$AAPL Stock Is Down, But The Market Is Up?

We know that Apple is one of the biggest stocks or companies in the S&P 500, which is the index we use to measure the stock market (check out episode 2), so then how is $AAPL down 8% and the S&P 500 is up 8% year to date (March 7, 2024)?

Jargon Breakdown:

  • Here's a refresher on Market Capitalization
  • Magnificent 7 = Alphabet (NASDAQ: GOOG; GOOGL), Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla
  • Indices/Index: The big 3 (S&P 500, NASDAQ, Dow Jones) are how we measure the stock market, but we mainly look at S&P 500 to see how the market is doing
  • ETF = exchange traded fund (we have an episode on ETFs and Mutual Funds if you want a refresher).
  • Fiscal Policy - the government using taxation and spending to influence the economy. We also talk about the CHIPS Act in regard to how fiscal policy can affect stock price.

How to Compare ETFs or Other Securities

Let's say you want to compare 2 different ETFs that you're interested in investing, which have similarities. We'll compare $VTI and $VOO ETFs using Merrill's Fund Story. You do have to have a Merrill

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About Us
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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 l...

54. How to Find Investment Sector Opportunities 27 Sep 202400:33:56

It's time to give your money a job, but if you can't decide on a company, you can start with a sector.

GICS stands for the Global Industry Classification Standard and they set the classifications for the 11 sectors.

2 Types of Sectors:

  1. Cyclical sectors are sensitive to economic conditions. They do well when the economy is growing but can struggle during recessions. These sectors are more volatile, but high risk can also equal high reward.
  2. Defensive sectors are stable across all economic conditions because they provide essential goods and services that people need regardless of how the economy is doing. They can be considered recession-proof.

The 11 Sectors:

1. Energy

2. Materials

3. Industrials

4. Utilities

5. Healthcare

6. Financials

7. Consumer Discretionary

8. Consumer Staples

9. Information Technology

10. Communication Services

11. Real Estate

🔗All Market MakeHer Links: https://bio.site/marketmakeHER 

   

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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 l...

27. Q&A Quickie: Investing at 40, Social Security and Money Mindset01 Mar 202400:07:57

We have a Market MakeHer short and sweet Q&A for you today regarding investing a little bit later.


Question from listener @spacey on TikTok: Should I be worried if I haven't started investing yet and I'm approaching 40?

Short Answer: No, but get started ASAP! Like we've said in previous episodes, time in the market is your best strategy. Cut down expenses and invest as much as you can (within reason).


Social Security

If you have been working, then you have social security. There's a government social security tool that can help you figure out how much you might be getting in those benefits.


Other Investments

If you have a home, that's an investment that can help you out later, or you might have other assets.


Money Mindset

We'll have an episode on this. Everyone has a different kind of relationship with money. Stay logical with your money instead of emotional. Check out Episode 25: Pay Yourself First for more budgeting tips.


Keep sending in your questions! Comment, like, share, subscribe or leave us a review to help us with our mission of sharing financial literacy with everyone!


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational cont

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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 l...

26. Stock Market Update: Earnings Report Card, Nvidia Earnings, Sticky Inflation23 Feb 202400:33:02

It's a Stock Market Tea Party, and you're invited! 🍵🍵


In our Feb. 2024 SMU, Jess serves Jessie the tea on the recent earnings season (the winners of positive earnings and growth in the market last quarter with many companies beating expectations) and they specifically focus on Nvidia's impressive earnings and its role in the AI industry.


The hosts also discuss the performance of consumer staples and consumer discretionary sectors. They explore analyst price targets and valuation, as well as the potential for building an AI portfolio.


Finally, we touch on the impact of record profits on employees and prices. The conversation covers topics such as inflation, real wages, employment, housing market, interest rates, and the Federal Reserve's policy.


Stay till the end for our silly, yet very real, stock market headlines. 😉


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!

Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
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Funny Finance Shirts and Merch

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 l...

25. Q&A: Roth IRA 101, Backdoor Roth IRA Contributions, Lifestyle Creep16 Feb 202400:19:07

Q&A from our listeners:

How do I do a backdoor Roth IRA contribution or conversion? How do I rollover a 401k into an IRA?

🏘

Remember in Episode 12 how we used the "building your dreamhouse" analogy to explain how to invest in the stock market? Well remember that dreamhouse during this episode and the different rooms that are your retirements accounts, in this instance. 😉


We had a fantastic chat in our latest episode, sparked by a question from Hello2jojo on TikTok. They were curious about backdoor Roth IRA contributions and rolling over a 401(k) to an IRA, which led to some really insightful discussions!


We dove into the world of backdoor Roth IRAs, breaking down how they work and what the IRS rules are all about. One key point we covered was the IRA aggregation rule, which basically treats all traditional IRA accounts as one when it comes to taxes and conversions.

We made sure to explain the difference between deductible and nondeductible contributions, stressing how important it is to understand the tax implications, especially when moving funds into a Roth IRA. Plus, we talked about the pros and cons of doing Roth IRA conversions, especially in light of your own tax situation.


Note: Roth IRAs have a 5-year aging rule.


Check out Episode 5 to learn more about Brokerage and Retirement Account Types and Taxes!

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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 l...

24. Pay Yourself First (Saving, Budgeting, Investing)09 Feb 202400:31:09

Do I add money to my emergency account before maxing out my IRA? 

When do I put my funds into a taxable account? 

What makes the most sense for ME? 


In this episode, we cover the order of events of how to pay yourself -- and some of the nuances you may want to consider as you enter various life stages. This is not a one size fits all formula. We'll help you think through that!


We do discuss the importance of budgeting and what happens when you have excess income: paying yourself. We cover topics like saving for a rainy day, maxing out company benefits, paying down credit card debt, and high-interest rate loans. We also explore the benefits of health savings accounts (HSAs) and the importance of maxing out IRAs and 401(k)s. Additionally, we discuss the value of saving for children's future financial needs. Financial independence is a personal journey that requires regular evaluation and adjustment. We talk about the importance of understanding the differences between retirement accounts and taxable accounts, and the flexibility and freedom that comes with taxable accounts.


Takeaways:

  • Save for a rainy day by building an emergency fund.
  • Maximize your company benefits, such as 401(k) matching.
  • Prioritize paying down high-interest rate debt, such as credit card debt.
  • Consider the benefits of health savings accounts (HSAs) for medical expenses.
  • Max out your contributions to IRAs and 401(k)s for retirement savings.
  • Save for your children's future financial needs. Understand the differences between retirement accounts and taxable accounts
  • Consider the flexibility and freedom of taxable accounts
  • Start investing as early as possible, but it's never too late to start
  • Create a plan for excess income and be mindful of money mindset and habits


Still Confused? Have More Questions or a Comment?

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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 l...

23. The Stock Market Explained with ONLY Taylor Swift Analogies02 Feb 202400:27:30

Welcome to Taylor's Version of the Stock Market. We're starting off Season 2 with a refreshed brand (check out our website to see the makeover) and we're also giving you a little refresher on how the stock market works - from a Swiftie's perspective. 

That's right, you guessed it, Jessica Inskip is unhinged with the Taylor Swift references once again, but Jessie DeNuit did promise Jess she could have an entire episode dedicated to the Swifties as a Yule present...now let's see if Jessie can Tolerate It

Come on down the rabbit hole with us to this stock market Wonderland. It might just make you a FinLit Mastermind

Are you ready for it?

Seriously, this has got to be the last time we do an episode of T-Swift references, for Jessie's sake. Is it over now? 

There will only be explanation, it's our reputation. 😘


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses wh

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

22. Q&A: Can I Have Multiple Roth IRAs? Are There 401k Rollover to IRA Tax Implications?13 Dec 202300:15:04

Questions on questions! We answer 3 questions from our listeners related to IRAs, 401ks, and taxes...and then Jessie asks additional questions - as usual.


Question 1: How to figure out taxes when moving 401k into a rollover IRA?


Question 2: Can you control how your employer 401k gets invested? (side note: you can borrow money from yourself!)


Question 3: Can you have multiple IRAs?

  • When moving a 401k into a rollover IRA, it is important to be aware of the tax implications. Consult IRS resources and consider seeking advice from a tax professional.
  • Employer-sponsored 401k plans often offer lower fees and benefits, so it is generally recommended to roll over the 401k into a rollover IRA when leaving the employer.
  • Individuals can have control over their employer 401k investments by choosing from the available investment options. It is important to consider risk tolerance and investment goals when making investment decisions.
  • It is possible to have multiple IRAs, but there are limits on contributions. Individuals should be aware of the IRS rules and income limitations when contributing to multiple IRAs.

*We are not tax nor financial advisors (see disclosure) - don't forget to do your research/homework. 😝*


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

21. Investing in AI | Building the Investment Thesis 05 Dec 202300:29:16

🐰 Curious about how to invest in AI? Let's fall into the Artificial Intelligence rabbit hole, shall we? And, yes we talk about actual AI stocks as well. Beware the Jabberwocky (aka AI Tools that claim to "beat the stock market" or predict the best stocks to buy).


🤖 AI stocks are beating earnings upwards of 40% (and much much higher). Are analysts not valuating these stocks properly? Perhaps we all need a little lesson on how AI works and the earnings potential across all sectors in terms of these companies that are part of the AI frenzy.


Wondering Which AI Companies To Invest In?

Let's first understand how AI works (follow @the.rachel.woods on TikTok to learn a ton about AI), what's needed to create a large language model, GPUs/TPUs, and who already has alllll the data.

You should also checkout her website for AMAZING AI resources: https://theaiexchange.com/

We already know the big players involved:

NVDA, GOOG, MSFT, META, AMZN, ADBE

What about the other companies and industries getting a piece of the AI pie? Break it down into B2B and B2C. And make sure you do your research and your homework - cuz you know we ALWAYS do. 😌


Have More Questions or a Comment About This Episode?

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

20. Stock Market Update: The Bull Case for a Santa Claus Rally28 Nov 202300:23:17

What's happening in the stock market today? We tell you all about it in Episode 20. Learn a bunch of new jargon that Jessie makes Jess define for us all as we discuss everything from what the Fed has done and earnings to whatever a "Santa Claus Rally" is... 🎅🏻🎅🏽🎅🏿🎅


Stock Market Update November 2023:

Deflationary Environment

Dovish Fed

Seasonality

Fall Harvesting (taxes)

Resilient Consumer

No Recession Called

Bullish Santa Claus Rally

AI Narrative (and a little drama)

Q3 Earnings Delivered Another Strong Quarter Marked By:

  • Y/Y earnings growth of +6.3% (highest since 2022 Q2)

  • Y/Y earnings ex-energy growth of +11.6% (highest since 2021 Q4)

  • Q/Q earnings growth of +7.8% (highest since 2021 Q1)

  • Earnings beat rate of 81.3% (highest since 2021 Q2)

  • Earnings surprise rate of +7.1% (2nd highest since 2021 Q3)

Check Your Portfolio (Twice)

Re-balance, re-adjust, re-assess and see if there's some opportunity for your portfolio this holiday season. Don't forget to validate with data. 🤓

Have More Questions or a Comment?

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational conten

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
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✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

19. Q&A: Do I Need a Financial Advisor?22 Nov 202300:11:24

Introducing our newest segment where Jess answers your questions and Jessie asks even more questions. Questions on questions.

🙋🏻‍♀️🙋🏾🙋🏼‍♀️🙋🙋🏾‍♀️🙋🏻

Today’s question comes from @kristinabrown86

“Do I need an investment advisor? I know they take a percentage of earnings so I have been hesitant and am trying to learn on my own. Am I the only mid-30s single woman without one?”

🤔🧠⚡️

We talk about financial advisors, robo-advisors, wealth management and if any of these make sense for the self-directed investor (think: skill, will, time).

🎧💰✨

Tune in to this short and informative bonus content and feel free to submit your investing questions!


Holla @ us on:

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🌚🌞🔮

About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


*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 and do not provide personalized investment advice. Any information provided on this website or in our podcast is not intended to be a substitute for professional financial advice. Market MakeHer is not liable for any investment decisions mad

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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 l...

18. Understand The Yield Curve, Treasury Bonds, and Stock Market Impacts09 Nov 202300:26:37

Today we're talking bonds, Treasury Bonds, that is. 🍸 Along with yields, impacts on the market, and how the US always pays its debts 🦁😏

🤨 What exactly is the yield curve and what does an inverted yield curve mean?

We're going to learn how to use this as a scrying tool to predict the future in terms of interest rate changes and economic activity. Let's demystify the fixed-income security market (did you know there is not just a stock market, but also a bond market?) and learn about the US department of the treasury and how they issue debt.

🔮Yield Curve Crystal Ball 🔮

Normal Yield Curve = great, economy expected to grow over time

Steepening Yield Curve = might mean inflation is high, short-run good for stocks, but see what the Fed does

Inverted Yield Curve = Not always, but can indicate a recession

*See GDP and Economic Data for the scrying results*

💰 Should We Buy US Treasury Bonds, Notes or Bills Now?

FYI: Bonds = Long-term; Notes = Medium amount of time; Bills = Short-term

Having a portion of your portfolio that is risk-free (i.e. bonds) helps to have you a more diversified portfolio.

As of Nov. 9, 2023:

  • 2-Yr T-Note Yield: 5.037% (this is prettttty good for a short-term if you wanted to look into these - not advice, we are not financial advisors as a disclaimer)
  • 5-Yr T-Note Yield: 4.654%
  • 10-Yr T-Note Yield: 4.640%
  • 30-Yr T-Bond Yield: 4.782%

💸 How do you buy US Treasurys?

Go to your screener tool (we taught you about screeners in Ep. 08) and select "category: fixed income or treasurys" and you buy them in an ETF.

🧠 FYI, treasurys is the plural when we're talking about US treasury securities to differentiate from "treasuries" as in an institution like the Treasury Department 🧠

🧐 Who is "The Treasury" and What Do They Do?

They are the finance department of the US government. They issue the debt.  

⚡️ What does this have to do with the stock market rally? 

The treasury announced the issuance of debt funding, and it was a slower pace of supply than the last quarter. And in the last quarter it was a ridiculous amount. This gave cla

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About Us
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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 l...

53. The Fed Cut Interest Rates: Prepare For Landing 🛬20 Sep 202400:30:56

The Fed aka The Federal Reserve finally cut interest rates. Papa Powell (aka fed chair Jerome Powell) announced this week the federal funds rate is cut by 50 basis points (which means .50%). This might not seem like much to consumers like us, but cutting it by .50% in one meeting is actually a pretty big deal. Normally, everyone would flip out over something like this and wonder if it means we’re in a recession or about to be, but this time, EVERYONE was anticipating it and prepared for it. The stock market is actually at a high today. The S&P 500 rose to a new high today topping the record set July 16th. It’s up 11% since from its low on Aug. 5 when recession panic peaked after the brutal July jobs report. This year, the S&P 500 is up about 19%, despite high interest rates and everything happening in the world this year. 

 

We explore economic indicators, the housing market dynamics, employment trends, and the Fed's dual mandate of balancing maximum employment with price stability. The conversation also touches on the political influences on monetary policy, the definition of inflation, and current market trends, providing listeners with insights into navigating the evolving economic landscape.

The Dot Plot: https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20240918.htm


Still Have More Questions or a Comment? 

🙋🏾‍♀️🙋🏻🙋🏼‍♀️🙋🏽‍♂️🙋Holla @ us on:

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About Us
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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 l...

17. What We Can Learn from Gen Z Investing Featuring Mary Esposito01 Nov 202300:26:24

In 2022, a whopping 43% of retail accounts were opened by investors aged 18-35, reshaping the financial landscape. This surge in interest led to a rise in High-Yield Savings Accounts (HYSA) and Money Markets, which thrive in high-interest environments.

The growing trend of financial literacy among Gen Z, has paved the way for better expense management and savings practices. The outcome? A resilient consumer base and a new market dynamic that's puzzling Wall Street.

Our special guest for this episode is Gen Z investor Mary Esposito, also known as @moneywithmary on TikTok and @moneywithmary1 on Instagram. She's not only a financial literacy whiz but also an artisanal creator of adorable knitted plushies available at shoppurplepear.com 💜.

In this episode, we explore how Gen Z approaches investing, discussing their tools, resources, and even a quick stock market update discussing inflationary concerns. Mary shares remarkable insights into Gen Z's investment strategies, the influence of social media in financial education, and how this generation's financial approach is reshaping the world of finance and investing. Remember GME and the meme stock fiasco?

Here's what you can expect:

How Does Gen Z Invest? 📈

Dive into the world of Gen Z investing with insights from Mary. Discover her research methods and investment strategies.

Tools and Resources for any Generation 📊

Explore where Gen Z conducts their research and what they're investing in. Discover access to tools and resources that can enhance your investment process, regardless of your generation.

Retirement Planning is Free Through Your Brokerage! 💰

Learn how brokerage firms can assist with retirement planning at no cost. Understand the free tools and resources that are at your brokerage firm!

Has Social Media Democratized Financial Literacy? 📱💡

Explore the impact of social media on financial education and market mechanics. Mary's advice on diversif

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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 l...

16. What Are Dark Pools, PFOF & Market Makers?18 Oct 202300:28:23

You've heard of Market MakeHER, but did you know there is an actual market maker job - the people who make the market? Have you heard about dark pools and do you know how payment for order flow works? We're going to learn about all of that, NBBO, the bid and ask, and more, in this episode.


🙋🏻‍♀️🙋🏾🙋🏼‍♀️🙋🏽‍♀️ Feel free to ask us any questions you still have about what we covered today, and don't forget to check out the episode equity on the most recent episode page of www.marketmakeherpodcast.com


✨Signal Award 2023 Gold Winner ✨

Thank you to everyone who voted for us - we won a Gold award for Best Emerging Podcast and we are ecstatic about it! 😊😊

WE ARE AN AWARD WINNING PODCAST! You can check out the award here!


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are

Support the show

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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 l...

15. What's Going on with Inflation? (Inflation Explained)04 Oct 202300:28:55

Let's talk about the inflation situation. What is inflation? What causes inflation? And why we invest in the stock market (hint hint: to outpace inflation).

Is Inflation Going Down?

Inflation was 8.9% in the summer of 2022, and even though it's currently around 3.7% as of September 2023, we are still feeling the lag effects. The memes talking about the struggles a lot of us are facing are plentiful! There's definitely a trickle effect happening.

Different Theories and Measurements

We talk about CPI, PPI, Cost Push Theory, Demand Pull Theory, Built In Inflation and the Fed. We also talk about all the factors that led to our current inflation situation and where we see it going.

Let us know your thoughts or questions around what inflation is and how it affects the stock market and don't forget to check out the episode equity on the Ep. 15 page of www.marketmakeherpodcast.com

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a pot

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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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 l...

14. How to Analyze a Stock for Beginners 20 Sep 202300:25:32

How do you determine if a stock is a potential good buy for your portfolio? Today we're going to teach you, well, Jess Inskip is going to teach Jessie DeNuit and Jessie is going to ask alllll the questions along the way to make sure we can all understand the analysis and the jargon!

Think of this as a beginners guide, because there is a lot more on the technical analysis side that we can get into in a future episode (let us know if you're into that), but for now, we'll go over the basics of how to research, read, and analyze a stock!

Give Your Money A Job, But Do Your Research

Start with your investment thesis - remember this from Episode 08? You should have an investment thesis or stock idea now and it's time to validate it! We're using Jess' investment thesis and her stock idea that fits her thesis is Adobe.

*we are NOT sponsored by Adobe and this episode is for educational purposes only, not advice*

And just like you would do research on a company before an interview, you're going to research this stock and see what this company has been doing and what they're projected to do in the future.


Watch Us On Spotify!

We have our podcast video recordings on Spotify now! Watch us on Spotify or YouTube as we go through the other steps in analyzing a stock: Qualitative Analysis, Fundamental Analysis, and Quantitative/Technical Analysis.


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-dir

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

13. Are We In A Recession? What and WHO Defines a Recession?14 Sep 202300:24:06

Do you know how to spot if we're in a recession? 
We're back from a little break in our cycle, and speaking of cycles, in episode 13, we're talking about periods of economic growth and contraction and the turning points in the economy as defined by the NBER (National Bureau of Economic Research) - a non-profit and bi-partisan, private research organization. This is called the business cycle, and it's very similar to another kind of cycle you might be familiar with...
"The business cycle is like a menstrual cycle, complex yet informative." ~Jess
It's Just A Phase
That's right, there are 4 phases of the business cycle, just like there are 4 phases of the menstrual cycle and we're going to break it down for you in this episode. Be sure to check out the Episode Equity on the Episode 13 page of the website to see Jess' super informative article and graphics to explain everything we discussed on the show.
Free Resources We Went Over:
NBER
FRED Economic Data (NBER Turning Points) 
⭐️⭐️⭐️⭐️⭐️
Did you learn something new? Share it with a friend and please consider leaving us a review to help us in the algorithm. ;)
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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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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 l...

12: How To Invest In The Stock Market (a step-by-step guide)16 Aug 202300:25:35

Learn how to invest in the stock market right now! In episode 12, we teach you how to start building towards your future dreamhouse (financial goals) with a step-by-step guide. We see this question asked all the time, "how do I actually invest in the stock market?" and now that we've laid down a solid foundation of knowledge for you, we're ready to put "the how" into action!

This is the episode you've been waiting for - let's start having our money make money with compound interest!

Check out the Episode Equity on the Market MakeHer website for Episode 12 to get the free guide and learn how to invest today - for free! If you still have more questions, feel free to submit them on our website or ask in any of our social channels!

Let us know how your investing journey is going! 


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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities.

Market MakeHer LLC provides educational content and resources

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

11. Stock Market Update: Earnings, Fitch Downgrade and Swiftenomics09 Aug 202300:23:00

What's happening in the stock market realm - August 2023 SMU edition. ⚡️ Do not worry, it's educational too.

We discuss the most recent downgrade drama: the Fitch downgrade of US sovereign debt and its impact on the market. Explore key economic indicators like CPI, PPI, and Q2 earnings, delving into their implications for investors and shedding light on the evolving labor market landscape. And of course - Swiftenomics!


We’re unraveling the mysteries of what’s happening in the economy with another stock market update ritual where we’ll break down the past and read the tea leaves, to prepare you better for navigating the market and hopefully conjure up some profits (Jessie was owed some witchy references after all that T-Swift speak last week).
✨🔮🌚🌞
As always, ask us your questions, make suggestions, and tell us what you want to know about investing! Keep the conversation going on any of our social channels or watch us on YouTube. We'd also love it if you gave us a review on whichever platform you're listening to us on - help us appease the algo-Goddesses! 🙌

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
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Funny Finance Shirts and Merch

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 l...

10. How to Read a Stock Quote02 Aug 202300:19:53

🐰 Come back down the rabbit hole and find stock market wonderland with us as we uncover all the information and data points you're seeing when you search a stock ticker symbol and find the stock quote. It's easy to get lost in it, but we're here to guide you. 

Are you ready for it? Jess and Jessie look up a stock on Google and then show what additional info is available when you also look up a stock via different brokerage firms. It hits different when you make sense of all of the data.

Talking Turned To Screens

Once again, we are screen-sharing in this episode, so check out our YouTube Channel to see what we are describing!

And for all you "Swifties" out there, you'll enjoy the many references Jess gives while Jessie does her best to tolerate it in this episode. 😄 By the end of this episode you will know how to look at stock quotes all too well!


Upcoming:
You love it, so we're bringing it back! And maybe it's the past talking, screaming from the crypt, but 'tis the damn earning season, so don't rush into things until you hear the full scoop. 
 

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclos

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
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✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

9. How To Choose a Brokerage Firm Featuring Stockbrokers.com's Blain Reinkensmeyer 25 Jul 202300:24:55

Market MakeHer welcomes our very first guest on the podcast:  Blain Reinkensmeyer of Reink Media Group (RMG) and stockbrokers.com! In Episode 09, Blain tells us how we can choose the best brokerage firm for our individual, self-directed investing needs and how he uses an unbiased methodology to rate and review online stock brokers while putting "people first before profits." This gives StockBrokers.com the Market MakeHer seal of approval as a trusted resource for comparing stock brokers whenever you're in the market for a brokerage firm (and no, we are not sponsored by RMG 🤑).
 
We do share our screen to look over the website in this Episode, which you can see on YouTube, or via the links below.

Helpful Links 

 
Be sure to listen to the episode to hear the analogy we put Blain on the spot to come up with for what a brokerage firm is (without using any sports references).  😄

Thank you for listening, and always feel free to ask us any questions about setting up a brokerage account so you can start investing and make a mark in finance with us!


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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 l...

8. How To Write an Investment Thesis and Use a Stock Screener to Find Ideas18 Jul 202300:25:39

Learn what an investment thesis is and why it’s good to have one before jumping on a stock buying bandwagon. We’ll also show you how to start finding ideas using your thesis with stock screeners (they're free)!

Think about what you know is happening in the world or something anecdotal you saw on social media. For example, currently, we’re facing constrained labor supply,  issues with housing, and there’s an aging population leaving the  workforce - what are the sectors that are potentially going to solve these problems or see some gains from these events? That’s your thesis, now let’s find ideas with free research tools!

We share our screen in this episode to show how a screener works. You can watch us go over that on YouTube.

Things We Talked About:

  • What is an investment thesis?
  • Macro/Micro Headwinds and Tailwinds
  • The 11 Different Sectors  - they’re all  around you
  • Every stock has a sector - when researching, start with the sector
  • Find ideas using your investment thesis with stock screeners
  • Where are people spending money? What’s a solution to a current problem?

You can have your own criteria for what makes a good investment for you, and we will do episodes on strategy, risk tolerance, and diversification soon - subscribe and stay tuned! 

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About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break d

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

52. Introduction to Bonds13 Sep 202400:32:55

What Is A Bond? What Are The Different Types Of Bonds? How Do You Buy Bonds?

In this episode of the Market Maker Podcast, Jessie and Jess delve into the world of bonds, discussing their significance in the financial market, the mechanics of how they work, and the various types of bonds available for investment. Explore the relationship between interest rates and bond prices, the importance of credit ratings, and the risks associated with bond investments. We also cover municipal bonds and how to invest in bonds through direct purchases or funds. This is an educational guide to help you understand bonds and their role in investment portfolios (not advice, duh 😉).

Takeaways

  • Bonds are a type of fixed income product issued by governments and corporations.
  • When you buy a bond, you're lending money to the issuer in exchange for interest payments.
  • Bonds are less volatile than stocks, providing a smoother investment experience.
  • Interest rate risk affects bond prices; when rates rise, bond prices typically fall.
  • Credit ratings are crucial for assessing the risk of default on bonds.
  • Municipal bonds often offer tax benefits, making them attractive for investors.
  • Different types of bonds include corporate, government, and municipal bonds, each with unique characteristics.
  • Investors can purchase bonds directly or through mutual funds and ETFs.
  • Understanding the yield curve is essential for bond investors.
  • Researching a bond's creditworthiness is vital before investing.

🐶 Special Guest Appearance by Darling Lady Darla 🐶

Still Have More Questions or a Comment? 

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Get Your Free eBook: The Stock Market Explained

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Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
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✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

7. For the Income Investors: What is a Preferred Stock?11 Jul 202300:14:45

🐰 Follow us down the rabbit hole of Preferred Stocks and try to not get lost along the way (“I said in simple terms, Jess” 😄). Imagine, a common stock and a bond had a baby, but with the complications and nuances of a mutual fund, and you’ve got a preferred stock. 👶 
  
Some things you’ll learn in this episode:

  • Income Stock  
  • Convertible Security 
  • Fixed Income Security
  • Par Value
  • Bond Ratings
  • Company Credit Scores
  • “Preferential Treatment”
  • A quick lesson on how Dividends pay out (maths)

 
Upcoming:
Stay tuned to learn how to create your own investment thesis, so that you can strategically decide what makes the most sense for you to invest in when it comes to looking at the stock market, your goals, and your portfolio.  We're really about to start diving into investing - join us! Let's make a mark in the stock market, together! 


Still Confused? Have More Questions or a Comment?

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👀 Watch us in action on our ⁠⁠YouTube Channel⁠⁠ 👀


About Us

Market MakeHer is an investing education podcast and LLC with a mission to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics (from "Her" perspective), show you free tools/resources on our podcast, and offer a ton of free educational content on our ⁠website⁠!


Important Disclosures:

Market MakeHer podcast is unsponsored at the time of recording.

Tools and resources mentioned are for informational and educational pu

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

6. Stock Market Update: Who Is "The Fed?" What's Happening w/Inflation and the Labor Market?05 Jul 202300:15:36

What is the stock market doing today? What's going on with inflation? Learn this and more in our July 2023 "SMU."

The stock market is all around you!

We aren’t just talking about the current state of the stock market - we’re understanding how the things that are currently happening in the U.S. (and the world) affect the “forward-looking” value of stocks.


We’ve been laying down the foundation of what the stock market is, and now, we’re going to talk about what the current state of the stock market looks like, so that we can become savvy investors. Then, we can start getting into “the how” (that is, how to put this all into action for yourself).


Things we discussed in Ep. 06:

  • July 2023 theme of the market - inflation (surprise)
  • Who is “the Fed” and why do we care?
  • Monetary Policy (interest rates, reserves, banks)
  • How does the Fed’s decisions affect the stock market?
  • The labor market is back to where it was pre-pandemic, but we’re seeing different age ranges in the labor market (i.e. 50+ workers left during the pandemic). What will this mean?
  • This is what it sounds like, when the Hawk cries.
  • We’re probably going to need more automation and/or immigration to keep up with the labor needs.
  • Why does any of this matter and what does it have to do with stocks?
  • Restrictive policy (raising interest rates) makes the stock market go on sale 😉
  • Bull Market vs Bear Market (hint: + or - 20%)
  • How will the stock market change in the next 10 - 20 years?
  • Labor market report is coming! 
  • Earnings season is coming! 
  • What should we name these updates? 


Upcoming episodes:
Jess will teach us how to have an investment thesis, so that we can make wise decisions while we pay attention to what’s happening in the world, and ultimately, the stock market. We have another educational episode coming up, then we’ll learn how to pick a brokerage firm/company, and theeennnn we’ll be on our way to building our own portfolios. Stay tuned and be sure to subscribe for updates!


Still Confused? Have More Questions or a Comment?

Holla @ us on:

Market

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

5. Types of Brokerage Accounts and Tax Differences27 Jun 202300:20:43

In Episode 5 of the Market MakeHer Podcast, you’ll learn about the different brokerage account types and how you might be taxed on this kind of investment income. Yes, we’re talking about taxes, one of the two things in life you can’t avoid. 👻

Don’t stress too much over taxes though, your brokerage firm is there to make it simple for you and will send you the appropriate form(s). We’ll break down how it all works and share other valuable information and resources. 

What we discussed in Ep. 05:

  • Taxable accounts and Non-taxable accounts 
    • tax-deferred or retirement (IRAs, not 401Ks - yet)
  • Individual account vs Joint account
  • Traditional IRA vs Roth IRA
    • There’s also a Rollover IRA account type
  • Beneficiaries!!
  • Separate Log-ins!!
  • Capital Gains and Dividends
  • Taxable Events - everything is tracked and reported to the IRS
  • “Know Your Client Rule” 
  • Offsetting tax implications with losses
    • We’re starting to get into strategy
    • Everyone has a unique income situation and strategy
  • IRS changes things - look at irs.gov to see current limits and tax info
  • How Jess and Jessie would do in a zombie apocalypse
  • And a question from one of our listeners  

Be sure to subscribe to be alerted about our next episodes to come, and don't forget to check out the Episode Equity for this episode!

Still Confused? Have More Questions or a Comment?

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Market MakeHer ⁠⁠website⁠⁠

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Join the Money Coven ⁠⁠FB Community⁠⁠

👀 Watch us in action on our ⁠⁠YouTube Channel⁠⁠ 👀

About Us

Market MakeHer is an investing education podcast and LLC with a mission

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

4. What Are Mutual Funds and ETFs?20 Jun 202300:26:10

In Episode 4 of the Market MakeHer Podcast, Jess Inskip teaches us what mutual funds and exchange traded funds (ETFs) are and how they work - and whew - we learned a lot! If you couldn’t take notes while you listened, don’t worry - Jess wrote an article to help explain it in the Episode Equity for the Episode 4 page of the site and Jessie took notes, which can be found in the Dividends section of the site. 
  
Here are some things we learned in Episode 04:

  • The differences between mutual funds and ETFs
  • Active vs Passive
  • You can’t just buy the whole S&P 500, but you can buy a mirror of it
  • Allll the types of funds that are out there (including Target Date Funds - yes, we will do a retirement episode!)
  • Stocks are securities, but securities are so much more than stock (i.e. Stocks, Bonds, Funds, Money Markets - oh my!)
  • Portfolios are like an easter egg basket analogy
  • Mutual Funds are like a group gift analogy (Bonds are “IOUs” - duh)
  • Mutual Fund ticker symbols always has 5 letters and ends in "X"
  • Jessie’s light bulb moment about Primary vs Secondary Markets
  • Fees Fees Fees! (we also need to do an entire episode about taxes)
  • How Mutual Funds and ETFs could make you money
  • “The Greeks” and what Beta means - definitely marinating on this one
  • How often Jessie says "like" - all the time apparently 

Bonus Tip: Don't leave your money sitting in a Money Market in your Brokerage Account! You have to take that money and then invest it in stocks, ETFs, Mutual Funds, etc. 

There was also a surprise pop-in visit from Darling Lady Darla, which you can enjoy on our YouTube channel. 

As always, you can send us any questions you have about Mutual Funds, ETFs, or anything about the Stock Market at www.marketmakeherpodcast.com/contact-us or on any of our social channels. We are keeping them all organized to be answered in the appropriate episode. And PRETTY PLEASE, if you’re learning something from these episodes - share with your friends, leave us a review, subscribe - you know the deal. <3 


Still Confused? Have More Questions or a Comment?

Holla @ us on:

Market MakeHer ⁠⁠website⁠⁠

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠
✨ Jess Inskip:
⁠TikTok⁠ ⁠Instagram⁠
✨ Jessie DeNuit:
⁠TikTok⁠ ⁠Instagram⁠
Funny Finance Shirts and Merch

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 l...

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