HeyJaredOff The Wall
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
September Slumps, Trade Wars, and What's Ahead for Stocks (opens the original)
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September has historically been a tough month for stocks. Add headlines about tariffs, interest rates, and geopolitical tensions, and it's easy to wonder whether you should be doing something differently with your portfolio. On this episode of OFF THE WALL, Dave Armstrong, CFA®, and Nate Tonsager, CIPM, CFA®, answer three Ask Monument Anything (AMA) questions about what's happening in the markets and what investors should be paying attention to. They get into the risks surrounding private credit
Protect Your Portfolio in any Market Using Momentum Investing (opens the original)
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TLDR: Market dips aren't a reason to bail on stocks; they're a reminder to make sure you own the strongest assets. Momentum investing uses data to guide those adjustments, instead of knee-jerk selling, helps to protect you on the downside, capture the upside, and keep your long-term plan on track. A market pullback can make you want to de-risk and pull money out of stocks. But reacting to short-term swings often locks in losses and can hurt your wealth over time. The only real reason to change y
Is There an AI Bubble? We Still Don't Think So (opens the original)
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Financial media headlines keep warning about an impending "AI bubble." Is a crash coming, or is there more to the story? In a previous episode we argued that there is no AI Bubble. Nate Tonsager, CFA, CIPM doubles down on his position, taking a dive into the data to illustrate why current market conditions look very different from the 2000 tech crash. This episode breaks down the sectors like healthcare, financials, and consumer staples that are quietly outperforming tech. Nate also looks at how
What Is Direct Indexing? (And Why It Beats a Regular Index Fund) (opens the original)
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Market pullbacks may actually work in your favor at tax time, if your portfolio is set up to take advantage of them. That's where direct indexing comes in. It's not about trying to time the market. It's a disciplined way to capture tax losses along the way, while helping to keep your investment mix and expected returns where you want them. In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down why direct indexing is far more than a tax tool; it's a custo
The AI "Bubble" and Private Equity Hype (opens the original)
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Everyone's talking about an "AI bubble." Is it real? David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM look at what the actual earnings data says — and it tells a different story than the headlines. This episode also covers SpaceX's stock drop, and why 95% of the company's shares are still locked up and can't be sold yet. Dave and Nate walk through what that means for anyone thinking about buying in now. They also get into private equity: why it's being pushed so hard to individual investors
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