The Macro Dirt Podcast Portfolio Pow Wow with Matt Zeigler
9 snips
Nov 11, 2025 Matthew Zeigler from Sunpoint Investments shares his unique journey from music to finance, discussing how creativity shapes investment strategies. The conversation dives into Trump’s stimulus proposal, diving headfirst into its impact on crypto and precious metals. They also explore the 50-year mortgage debate and its financial ramifications. With insights on the future of small caps and AI, Zeigler outlines effective portfolio positioning as 2026 approaches, all while blending in stories from his musical influences and guitar passion.
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From Studio To Bank Teller
- Matt transitioned from music to finance after disillusionment recording a local rapper.
- He took a teller job, saw a financial advisor who seemed content, and pivoted into wealth management in 2007–2008.
Ice Cube Essay Opened Doors
- An Epsilon Theory writing workshop led Ben to recruit Matt after he submitted a creative Ice Cube essay.
- That connection launched Matt's writing and Panoptica collaboration.
Stimulus As Market Momentum Tool
- Political stimulus signals can be used to pull consumption forward and regain market momentum.
- Matt Zeigler and Jared Dillian view $2,000 checks and mortgage ideas as deliberate moves to prop up asset prices and consumer balance sheets.
