Episode 15: Commodities, AI & What’s Next
Explore AI-driven copper demand, de-dollarization, El Niño crop risks, and rising coffee prices in Episode 15 of the J&J Show with David Waugh.
Learn With YTS
Knowledge Center
Podcast
J&J Show
- Welcome to The J&J Show with Josh Yoskosky and Joe Simon of YTS Wealth Management. Two wealth managers breaking down real-life money talk, sharing their experiences in the industry, and explaining it all in plain English, so you can feel confident about your financial future, one episode at a time. No jargon. Just real talk.
PARTNER, VP OF BRANCH OPERATIONS
JOSEPH E. SIMON, CIMA
PARTNER, VP OF ADVISOR EXCELLENCE
Episode 14: Market Trends, Investing & the Economy
Discover practical perspectives on long-term investing and staying focused in an ever-changing financial world.
Episode 13: Markets, Opportunities & Global Trends
Gain valuable insights into today's investment landscape as we explore market trends, global economic conditions, and strategies for navigating an evolving financial world.
Episode 12: What’s Changing at YTS: DC Office, Portfolio Updates & New Team Members
In this episode, we cover key updates at YTS including progress on the new DC office, upcoming portfolio changes, and new team members joining the firm. We also discuss what these changes mean moving forward. Key topics: • DC office update • Portfolio changes • New team members
Episode 11: How Small, Focused Strategies Are Beating the Market
Is bigger actually better in today’s market?
Episode 10: AI, Inflation & the Economy: Insights from First Trust’s Bob Stein
In this episode, we welcome Bob Stein, Deputy Chief Economist at First Trust Advisors, to discuss the outlook for economic growth, why inflation is something investors should always keep an eye on, and how AI could shape the economy in the years ahead. We dive deeper into broader macro trends, market outlook, and the long-term forces influencing the economy.
Episode 9: Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations
In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office. They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.
Episode 8: Tax Loss Harvesting Explained
Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.
Episode 7: What Advisors Focus on Going Into Q4
Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong.
