Summary

• Matt Powers and Kevin Simpson argue that smart investors should look past speculative news cycles to focus on "boring" fundamentals like cash flow and earnings.
• The consensus is clear: Prioritize quality companies with capital discipline over short-term market noise. The experts also highlight a critical shift toward a broader, less tech-sensitive market move.
• They advocate for "dividend growers" and companies that responsibly buy back shares without over-accumulating debt.
• And they explain why true diversification means moving beyond over-concentrated ETFs to find value in sectors like energy.
• Their final advice is to separate emotion from investing, using market volatility as a mathematical opportunity to buy dips and trim on rallies.

By Mike Larson

Transcript

Mike Larson: Hi there. I'm Mike Larson, Editor in Chief with MoneyShow, and I'm coming to you from the MoneyShow Masters Symposium in Hollywood. Today, I'm speaking with Matt Powers, President, Founder, and Managing Partner at Powers Advisory

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