About this podcast
Markets are noisy. Your time is limited. OFF THE WALL cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.
Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us!
Episodes
The newest 20 of 99 episodes
- Interest Rates, Oil Prices, and What We're Watching in Q4 · 45 minStocks looked relatively quiet in the third quarter. Under the surface, there was a lot more going on. Interest rates moved sharply higher. Oil prices climbed. A small group of…
- September Slumps, Trade Wars, and What's Ahead for Stocks · 34 minSeptember 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…
- Protect Your Portfolio in any Market Using Momentum Investing · 33 minTLDR: 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…
- Is There an AI Bubble? We Still Don't Think So · 30 minFinancial 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…
- What Is Direct Indexing? (And Why It Beats a Regular Index Fund) · 28 minMarket 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…
- The AI "Bubble" and Private Equity Hype · 44 minEveryone'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…
- Q2 Market Recap & The "Everything Bagel" Portfolio · 40 minSmall caps ripped. Gold fell. Bitcoin argued with itself. David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down what actually drove Q2 returns — corporate earnings, not…
- Why Your Portfolio Needs a Personal Trainer · 43 minYou can get a perfect workout plan and still never get in shape. The science is right there. The exercises are correct. But knowing what to do and actually doing it when you…
- The SpaceX IPO: Should Investors Get in Early? · 35 minThe SpaceX IPO may be one of the most anticipated market events of the year, but does that mean investors should rush to participate? In this episode of Off The Wall, David B…
- The Hidden Cost of Tracking the Market · 36 minMany investors see passive investing as the safest, most cost-effective way to build wealth. In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA…
- The $2 Trillion Shift: CapEx, the Fed, and AI · 50 minSomething big is happening in corporate America, and it's barely making headlines. In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break…
- The Biggest Myths About Portfolio Income · 25 minMost investors think their portfolio needs to "pay them" in income. In this episode of Off The Wall, Nate Tonsager, CIPM®, CFA and Dave Armstrong, CFA challenge one of the most…
- What's Really Driving Inflation, This Market Recovery, and the AI Economy · 46 minThe March inflation report looked alarming on the surface. Underneath it, a more nuanced story was unfolding — and the bond market noticed. In this AMA episode of Off The Wall…
- Good Quarter or Bad Quarter? Depends on What You Were Watching · 36 minThe headlines said Q1 2026 was rough. The data we're watching tells a different story. In this Q1 Market review, Dave Armstrong and Nate Tonsager set aside the noise — yes…
- Volatility Isn't the Problem—Your Reaction Is · 40 minWhen markets get volatile, the instinct is to react. That's usually where investors go wrong. With oil prices rising, geopolitical tensions escalating, and headlines driving…
- The Million-Dollar Illusion: What Your Portfolio Is Actually Worth · 32 minHow much of the money in your portfolio actually belongs to you? If you're investing in taxable accounts, the number on your statement isn't the full picture. A portion of it…
- Bitcoin, the Supreme Court, and Your Money · 33 min · Season 1 Episode 84The market's been up three years in a row… will it go for a fourth? You scroll past a headline about Bitcoin falling 45%, tariffs getting overturned, and tensions rising…
- Borrowing From Your Portfolio: Smart Strategy or Hidden Risk? · 33 min · Season 1 Episode 83If you've built significant wealth in your investment portfolio, you may have more flexibility than you think. In this episode, Emily Harper, CFP(R) joins the show to talk about…
- Greenland, China, Market Rotation and What Actually Matters for Your Money · 39 min · Season 1 Episode 82Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics…
- What Last Year Taught Us About Staying Invested · 38 min · Season 1 Episode 81A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B…
