Jonathan Treussard: 'Read the news, but watch the earnings'

Jonathan Treussard, founder of Treussard Capital Management, says "the market is playing chicken with itself" by pushing interest rates on long Treasury bonds above 5 percent, but it's not quite ready to live with tighter economic conditions and he is not sure if the rate picture is the "something that breaks" to create a market meltdown. Treussard says that the market can continue powering forward, even as he lays out the case for real worries about how the current cycle will end. Still, he points out that it's not ending now, largely because of the high level of capital expenditures for artificial intelligence. As long as that eprsists, he says investors should "Read the news, but watch the earnings." Roy Schwartz, co-founder of Axios, discusses his new book out this week, "Simplify: Do 50 Percent More with 50 Percent Less, which is about simplifying decisions to get some of yoyur time back, because "if you can become more efficient, more successful, more productive if you can simplify other areas of your life, that for sure will help you compete against A.I. and stay on top of it." Schwartz, who wrote the book with Axios' other co-founders, discusses the "Confront. Delete. Amplify." strategy for improving your life. Stan Haithcock, better known as "Stan the Annuity Man," returns to the show to answer a question from a listener who recently got an early retirement offer from his employer, which has him trying to figure out if he should take a lump-sum payment or stick with his pension, and whether he would be better off leaving the pension in place or potentially buying an annuity to build his own pension to help him in retirement.