PODCAST · business
CB3 Financial
by Charles Brown, III
Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)
Episodes
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WEEKLY UPDATE ~ Ep. 93 - Inflation, Bank Earnings & the Fed’s October Decision
Inflation grabs the headlines, banks deliver strong profits, and Wall Street still wants more. In this week’s CB3 Live update, portfolio manager Charles Brown examines the latest CPI report, energy’s role in rising prices, and why another Federal Reserve rate hike could arrive before year-end....
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WEEKLY UPDATE ~ Ep. 92 - Rising Bond Yields, a Jobs Miss, and AI Momentum
Bond yields climb as stocks push toward record highs—but a weaker-than-expected jobs report complicates the Fed’s next move. Charles Brown, portfolio manager at CB3 Financial, breaks down the week’s market developments, explains why short-duration bonds remain central to the MP strategy, and...
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WEEKLY UPDATE ~ Ep. 92 - Fed Rate Hikes, Iran Tensions & AI’s Second Wind
Higher rates, geopolitical uncertainty, and renewed AI momentum are shaping the market outlook. In this CB3 Financial weekly update, portfolio manager Charles Brown shares his perspective on the Fed’s next move, stalled Iran negotiations, and the AI trade led by Meta, Micron, and Nvidia. Plus, a...
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WEEKLY UPDATE ~ Ep. 91 - Inflation, Oil & the Fed: What CPI Means for Your Money
Inflation remains front and center as the latest CPI report shows prices continuing to rise, with energy costs playing a major role. In this week’s market update, Charles Brown breaks down the latest inflation numbers, rising Treasury yields, mortgage rates, oil-market pressures, and what…
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WEEKLY UPDATE ~ Ep. 90 - Jobs Roar Back: Why a September Fed Hike Looks Likely
The August jobs report shattered expectations, with 162,000 new jobs, upward revisions to prior months, and unemployment holding at 4.1%. In this weekly market update, we examine why renewed hiring strength, stubborn inflation, and oil nearing $100 could push the Federal Reserve toward a…
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WEEKLY UPDATE ~ Ep. 89 - Record Highs, an Unfinished War, and a Hawkish Fed
The S&P 500 is back at an all-time high, AI stocks are surging, and investors are increasingly optimistic about a potential Iran peace deal. But beneath the headlines, major risks remain. In this week’s episode, Charles Brown of CB3 Financial breaks down what’s driving the market rally, why the...
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WEEKLY UPDATE ~ Ep. 88 - Paper Truces, Rising Oil, and the Fed: What Investors Need to Know This August
Markets may be near record highs, but the risks beneath the surface are growing. In this week's episode, Charles Brown examines the latest developments surrounding the U.S.–Iran truce, why he remains skeptical of its long-term impact, and how geopolitical tensions could continue to influence…
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WEEKLY UPDATE ~ Ep. 87 - Markets at the Highs: Stocks, Inflation, the Fed, and Global Risks
In this week’s CB3 Financial Podcast Update, portfolio manager Charles Brown breaks down a turbulent week for investors as markets push toward record highs despite geopolitical tensions, inflation concerns, and uncertainty from the Federal Reserve. Charles examines why the S&P 500 has shown...
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WEEKLY UPDATE ~ Ep. 86 - Markets Near Record Highs as the Fed Turns Hawkish | Oil Falls, Inflation Rises, and SpaceX Shakes Up the S&P
Wall Street remains near all-time highs, but new risks are emerging beneath the surface. In this week's CB3 Financial Market Update, Charles Brown breaks down the Federal Reserve's first meeting under Chairman Kevin Warsh, the surprising shift from expected rate cuts to potential rate hikes, and...
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WEEKLY UPDATE ~ Ep. 85 - Markets at Record Highs: Rally, Risk, and the Iran Wild Card
Markets continue their historic run with the Dow crossing 50,500 and the S&P posting its eighth straight winning week. But beneath the surface, warning signs may be building. This week Charles Brown breaks down the forces driving markets higher, including explosive AI earnings, IPO mania, and...
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WEEKLY UPDATE ~ Ep. 84 - Market Shock: Iran Strike, Oil Surge, Fed Division & What It Means for Your Portfolio
This week’s CB3 Financial update dives into a sudden shift in market momentum following geopolitical tension in the Middle East and growing uncertainty from the Federal Reserve. After record highs in the S&P 500 and NASDAQ, markets pulled back sharply as news of an Iranian missile strike on the…
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WEEKLY UPDATE ~ Ep. 83 - Record Highs, Rising Tension
Record highs in the S&P, NASDAQ, and Russell—yet rising geopolitical tension and a market that refuses to reward strong earnings. In this week’s CB3 Financial update, portfolio manager Charles Brown breaks down the disconnect between market performance and underlying risk. With 88% of companies...
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WEEKLY UPDATE ~ Ep. 82 - Military Action in Iran: Markets Caught in the Crossfire
In this week’s episode, Charles Brown of CB3 Financial breaks down the forces driving today’s volatile markets. With geopolitical tensions in the Middle East pushing oil prices and uncertainty higher, investors are navigating one of the most challenging stretches in recent weeks. Charles explains...
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WEEKLY UPDATE ~ Ep. 81 - Navigating Market Volatility: Strategy, Defense, and Staying the Course
In this episode of the CB3 Financial Weekly Podcast, we break down a turbulent week in the markets and what it means for investors. With rising geopolitical tensions, swings in crude oil prices, and uncertainty surrounding interest rates and Federal Reserve leadership, volatility has taken center...
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WEEKLY UPDATE ~ Ep. 80 - Supreme Court Reshapes Tariff Policy, GDP Slows, and NVIDIA’s Pivotal Earnings Week
In this week’s CB3 Financial Weekly Podcast update, we break down a landmark Supreme Court ruling that strikes down the administration’s sweeping tariff authority and the rapid White House response that followed. We unpack what the decision means for markets, federal revenue, and ongoing trade...
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WEEKLY UPDATE ~ Ep. 79 - Markets Fly Blind as Data Turns the Lights On | Jobs, CPI, and a Major Market Milestone
This week, the markets are about to face a reality check. With global equities surging and major milestones being reached, a delayed wave of economic data is finally arriving. The January jobs report drops Wednesday, followed by CPI on Thursday, setting the stage for a pivotal moment for…
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WEEKLY UPDATE ~ Ep. 78 - January Volatility, February Upgrades: Rebuilding CG & GI for the Year Ahead
January delivered gains—but beneath the surface, the market was anything but calm. In this week’s CB3 Market Update, portfolio manager Charles Brown breaks down the crosscurrents driving early-year volatility, from narrowing mega-cap leadership to sharp moves in rates, gold, and silver. More...
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WEEKLY UPDATE ~ Ep. 77 - Magnificent Seven Earnings, Fed Day, and a Market at a Crossroads
This week could define the quarter. The Magnificent Seven report earnings in rapid succession as investors focus on AI spending, revenue growth, and whether Big Tech’s dominance is built to last. Microsoft and Meta are expected to deliver blockbuster results, Tesla faces its toughest setup yet…
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WEEKLY UPDATE ~ Ep. 76 - Jobs Report Reality Check, Big Bank Earnings, and January’s Market Signals
In this week’s CB3 Financials Weekly, portfolio manager Charles Brown breaks down the latest non farm payroll report and explains why the headline number tells only part of the story. While job growth slowed in December, key labor market signals suggest the economy is not sliding backward.…
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WEEKLY UPDATE ~ Ep. 75 - What Will Drive Markets in 2026? Fed Changes, AI, and Policy Risk
Welcome to the first CB3 Financials Weekly Podcast of 2026. We open the year by breaking down three major forces setting the stage for markets in the months ahead. The S&P just wrapped up its third straight year of double digit gains, with strong performances from the Dow and Nasdaq driven…
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WEEKLY UPDATE ~ Ep. 74 - November’s Wild Ride and the Road to 2026
November delivered plenty of drama and almost no reward. After a sharp sell off fueled by stretched AI valuations, doubts about data center spending, and anxiety over the Fed’s next move, the month clawed its way back to finish barely positive—one of the weakest Novembers in a quarter century. In...
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WEEKLY UPDATE ~ Ep. 73 - Fed Uncertainty, AI Pullbacks, and a Historically Bad November: What Comes Next?
This episode examines a surprisingly rough November — a month that historically ranks as one of the strongest for equities, yet in 2025 sits among the worst in over two decades. Charles Brown walks through the drivers behind the downturn, including valuation pushback in AI, defensive rotations…
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WEEKLY UPDATE ~ Ep. 72 - Remember November: Volatility Returns as Markets Brace for a Government Deal
November is acting more like October this year—volatile, unpredictable, and full of tension. In this episode of the CB3 Financial Weekly Podcast, we break down the recent market turbulence, the sharp pullback in tech stocks, and the fragile balance between optimism and fear. Will this month’s...
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WEEKLY UPDATE ~ Ep. 71 - The October Steamroller: Markets Hold Steady Amid Shutdown and CPI Delays
In this week’s episode of the CB3 Financial Weekly Podcast, we unpack the October market landscape — where early-month momentum gives way to fatigue, and investors seek refuge in safe havens. Despite worries about the U.S. government shutdown, small-cap bank credit stress, and delayed economic...
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WEEKLY UPDATE ~ Ep. 70 - Flying Blind at Record Highs: Wall Street’s October Test
Wall Street charged into October with record highs across the Dow, S&P 500, and Russell 2000—despite a government shutdown that leaves investors without critical economic data. The NASDAQ slipped as Tesla and tech stocks lost momentum, but AI and semiconductors remain the bright spots, with…
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WEEKLY UPDATE ~ Ep. 69 - September’s Surprise Rally and October’s Volatility Ahead
Markets defied history in September, closing the month with rare gains despite its reputation as the worst month of the year. But with new tariffs on pharmaceuticals, furniture, and heavy trucks, sector volatility is already stirring—and October, the most volatile month on record, is right around...
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CB3 Moves to Charles Schwab – What Clients Need to Know
In this client update, we explain why CB3 is transitioning custody to Charles Schwab and what it means for you. After five months of due diligence across four major custodians, Schwab stood out for simple login consolidation, true householding, and 24/7 human support. You will get commission free...
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WEEKLY UPDATE ~ Ep. 68 - Markets at Record Highs, Fed Cuts Loom, and the Magnificent Seven Hit $20 Trillion
This week on the CB3 Financial Podcast, Portfolio Manager Charles Brown unpacks a volatile but historic stretch for Wall Street. Major indices surged to fresh highs before pulling back, while the “Magnificent Seven” tech giants crossed an unprecedented $20 trillion in market cap. Consumer…
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WEEKLY UPDATE ~ Ep. 67: Record Highs, Holiday Reversals, and Fed Uncertainty
Markets soared to fresh all-time highs before stumbling into the holiday weekend. In this week’s CB3 Financial Update, Charles Brown breaks down the rally and reversal, explores why September is historically the toughest month for investors, and shares insights on tech stock volatility, gold’s...
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WEEKLY UPDATE ~ Ep. 66: Markets at Record Highs, Powell Hints at Cuts, and the Trump–Putin Summit
In this week’s CB3 Financial Weekly Update, Charles Brown unpacks an extraordinary week for U.S. equities. The Dow hit its first record close of 2025, powered by tech giants, AI, and broadening market momentum. We break down the forces behind the rally, from small-cap strength to megacap tech...
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WEEKLY UPDATE ~ Ep. 65: Markets in Flux - Dow Highs, Tech Slowdown, and the Putin–Trump Summit
This week’s CB3 Financial Market Update unpacks a turbulent week for investors. The Dow flirted with record highs while tech and semiconductor stocks cooled off. Healthcare and small-cap stocks surged, fueled by strong earnings and Warren Buffett’s moves into UnitedHealth. Meanwhile, the historic...
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WEEKLY UPDATE ~ Ep. 64: Highs, Bills, and a $4T Giant: August’s Market Crossroads
The bulls are running, but how long can they keep the pace? This week, CB3LIVE unpacks three stories shaping August: the market’s streak of lifetime highs and whether momentum has room to run; the “Big Beautiful Bill” and its early ripple effects on paychecks, factories, and portfolios; and...
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WEEKLY UPDATE ~ Ep. 63: Three days up and two ugly down?!?
U.S. stock indices powered to multiple all-time highs early last week, continuing the 2025 trend of record-breaking rallies. Thursday and Friday brought a reality check: stocks reversed on renewed economic worries, ending the week off those peaks. Looking ahead to the first week of August…
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WEEKLY UPDATE ~ Ep. 62: 2Q Earnings Bonanza ! Will it continue?
U.S. stock markets just notched multiple lifetime highs – S&P 500 and Nasdaq are leading the charge. Market momentum fueled by blockbuster earnings beats, especially in Big Tech and AI – Alphabet’s numbers left analysts cheering! Looking ahead: It’s not just busy – it’s the BIGGEST week of 2Q25...
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WEEKLY UPDATE ~ Ep. 61: THE SIZZLIN' SUMMER Markets CONTINUE! We await more Corporate 2Q25 Earnings ,and Tech Stocks are leading the Way
The S&P 500 and Nasdaq closed out last week with multiple all-time highs, brushing off tariff headlines and economic worries. Investors cheered better-than-expected corporate earnings as big banks and consumer giants kicked off the Q2 reporting season. Tech stocks led the way, even as the Dow...
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WEEKLY UPDATE ~ Ep. 60: THE SIZZLIN' SUMMER Markets! Now we await 2Q25 Earnings for more juice!
The S&P 500 and NASDAQ continue to trade near yet more new all-time highs! On the schedule this week is the major bank earnings reports, as well as Nvidia's continued ascent as the world's largest publicly traded company. Join us as we review last week and look ahead to the key earnings reports!
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WEEKLY UPDATE ~ Ep. 59: Market Miracle or Madness? What now for the Markets?
What fireworks created got us to fresh new Lifetime Highs and what does it mean for July? And how is your Money in Motion affected? Listen Now!
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MONTHLY UPDATE ~ Ep. 58: THEY DID IT AGAIN! WOW. How long will this last?! Let's talk about it!
Well, they did it again. The S&P 500 and the NASDAQ both closed the week—and the quarter—at new all-time highs! And, here’s a development that can’t be ignored: Congress passed the so-called “Big Beautiful Bill”—a sweeping fiscal measure that injects over $900 billion into infrastructure, clean...
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WEEKLY UPDATE ~ Ep. 57: Bunker Bombs and Beating Earnings all at the same time? Who wins
As you know, the United States dropped bunker‑buster bombs on three Iranian nuclear sites. President Trump called it a “spectacular military success,” The global stage just got hotter, and markets are paying attention. Will these acts hurt -- or actually HELP -- our portfolios!
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CB3 Weekly UPDATE ~ Ep. 56: Monday, June 16, 2025: “Bombings and Market Turbulence."
Last week started with considerable optimism. The S&P 500 breached the psychologically important 6,000 level for the first time since February 21st. And then Israel bombed Iran and set off a chain reaction with a stronger dollar, higher Crude Oil, and more market anxiety. But today, Monday the...
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CB3 MARKET UPDATE ~ Ep. 55: Monday, June 9, 2025: “Tump, Tesla. and Tantrums" - what does it mean for your money?! And a NEW CB3 SEGMENT: "Money in Motion!".”
What's an investor to do? What with geopolitical uncertainties, the world's richest and most powerful men now in an ugly break-up, the S&P 500 just inches from a new high, is this the time to buy OR to take the profits and run?? CB3 handles all this and more in his pithy -- and actionable…
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CB3 MONTHLY UPDATE ~ Ep. 54: Monday, June 2, 2025: “A blow-away May might have set the floor for the correction.”
What a month May turned out to be! After a rocky start to the year, Wall Street delivered its strongest monthly rally in a year and a half, with the S&P 500 posting its best May since 1990—a gain of more than 6%. The Dow Jones Industrials climbed 4%, and the Nasdaq soared, up 10% for the month,...
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CB3 MARKET UPDATE ~ Ep. 53: Tuesday, May 27, 2025: “The Tariff Tantrums still rule the markets … but for how long?”
Last week, global equity markets faced renewed volatility and a distinct shift in sentiment. U.S. stocks led the retreat, with the S&P 500 down 2.6%, the Dow Jones Industrial Average off 2.5%, and the Nasdaq falling 2.5%. Small- and mid-cap stocks fared even worse, reflecting broad-based risk...
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CB3 MARKET UPDATE ~ Ep. 52: Monday, May 19, 2025: "Stocks Rally 5% Despite Moody’s Downgrade: Economic Data Ahead"
Last week, U.S. S&P 500 stocks surged 5%, even as Moody’s downgraded U.S. debt. The market shrugged off the news, the same news which had raised questions about market resilience and fiscal stability. We break down the rally, update the inflation trends, and preview this week’s crucial economic...
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CB3 101, Ep. 51: Tariffs Explained - Why Wall Street Cares & You Should Too
Charles Brown (CB3) provides a clear, investor-focused explanation of how tariffs work and their impact on markets and portfolios. According to CB3, tariffs are government-imposed taxes on imported goods, which are intended to make foreign products more expensive and thereby encourage consumers…
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CB3 MARKET UPDATE, Ep. 50: Saturday, May 10, 2025
The week ending May 10, 2025, was marked by cautious trading, tariff headlines, and central bank watchfulness. Investors weighed fresh trade developments and awaited additional key economic data. The major U.S. equity indices ended the week slightly lower, except for the Russell 2000, which broke...
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CB3 MONTHLY UPDATE, Ep. 49: Friday, May 2, 2025
In this APR/MAY Monthly update, Charles Brown (aka CB3) recaps the sharp volatility triggered by sweeping US tariffs, with the S&P 500 and Dow posting their third straight monthly declines, despite a late-month recovery, as the Nasdaq eked out a small gain. We break down the key drivers: trade...
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CB3 MARKET UPDATE, Ep. 48: Monday, April 28
I’m traveling between Baltimore, Virginia and New York City today, but I wanted to give you an update on what I’m seeing from early strength in the S&P turning to midday weakness in all the market indices. I’ll have more of an update later this week.
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CB3 LIVE! - Update. Ep 47: ”A quiet week still ends down. Is next week the same?”
With the S&P 500 continuing to roll on China Tariffs, CG & GI are holding their own, with GI actually beating the S&P 500 by more than 4%. I'll tell you what I see for the week ahead with all the upcoming earnings. This a time to hold on while the markets awaits US/China tariff resolution.
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CB3 LIVE! - Update: Ep 46. ”AN EBB IN THE TARIFF TURMOIL?”
With the S&P 500 closing UP on Wednesday and Friday, is the worst of the correction behind us? That depends on the China Tariffs, IMHO! I'll tell you what I see for the week ahead!
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Frequently Asked Questions
How many episodes does CB3 Financial have?
CB3 Financial currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is CB3 Financial about?
Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)
How often does CB3 Financial release new episodes?
CB3 Financial has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to CB3 Financial?
You can listen to CB3 Financial on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts CB3 Financial?
CB3 Financial is created and hosted by Charles Brown, III.
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