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The Weekly Rebalance

by Landon Jones

Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style. Whether you’re an experienced investor or just looking to stay informed, these conversations will help you make sense of today’s financial landscape.

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Episodes

  1. Skip navigation Search Create 9+ Avatar image Same Duration, Different Returns: Why? | The Weekly Rebalance #47

    📉 Two bond portfolios can have the exact same duration and still react completely differently when rates move. The difference is convexity. 🤔In Episode 47, Revisor CIO Ethan Dunbar and Nick Cargill explain why the Bloomberg Agg is down 2.97% YTD, with the 10-year at 5.31% and the 30-year at…

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  2. Why the 30-Year Fell After the Hike | The Weekly Rebalance #46

    🚨 The Fed delivered its first rate hike in three years, and the 30-year Treasury yield fell. 📉💬 Tell us in the comments: does today look more like 1999 or 2004?Nick and Ethan explain the post-hike bear flattening. The short end rose while 10-, 20- and 30-year yields dropped roughly 5–7 bps in…

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  3. Can You Run the Fed? | The Weekly Rebalance #45

    🎲 The bond market says a rate hike tomorrow is a near-lock at 92% — but betting markets have it at a coin flip. That gap is the real story of this episode. Nick, Ethan, and returning guest Garrett break down what's driving the divergence: hot CPI data, a resilient labor market, and a 30-year...

  4. Schwab's Fractional Share Bombshell | The Weekly Rebalance #44

    🚨 Schwab just quietly rolled out fractional share trading to financial advisors — no fanfare, no press tour, just a huge unlock for SMAs. Nick and Ethan break down why this is a bigger deal than it looks. 📉 Markets first: the 10-year Treasury yield is flirting with 5%, the ECB just hiked, and a...

  5. Why We Cut High Yield Bonds Now | The Weekly Rebalance #43

    🚨 Fed Chair Warsh's Jackson Hole speech — delivered on his 100th day in office — moved rate-hike odds by 20% in just 30 minutes. That's the surprise nobody was pricing in. This week Nick & Ethan break down what's really happening under the hood of markets: light September volatility (📉 S&P...

  6. 7 Finance Movies Ranked: Fun vs Fact | The Weekly Rebalance #42

    Wolf of Wall Street is more fiction than fact — but Nick's #2 pick nails 2008 almost too well. 🎬📉 This week Nick and Ethan trade the spreadsheets for the popcorn, ranking seven classic Wall Street movies (Big Short, Margin Call, Too Big to Fail, Wolf of Wall Street, Trading Places, Wall Street,...

  7. Moderna +175%, NVIDIA Cheap? | The Weekly Rebalance #41

    Waste Management just traded at nearly the same P/E ratio as NVIDIA (31.83 vs. 33) — and once you see the moat behind it, it makes total sense. This week Nick and Ethan open with a wild market day (S&P/Nasdaq/Dow all green, Moderna up 175%, and active-portfolio names Mastercard, Ferrari, and…

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  8. SpaceX at 80x Sales: Genius Bet or Bubble? | The Weekly Rebalance #40

    🚀 The surprising insight this week: SpaceX isn't really an "IPO stock" — it's quietly becoming AI infrastructure landlord to its own competitors, with Anthropic reportedly paying north of $1B/month to lease its Colossus data center. Nick and Ethan break down markets at all-time highs (S&P…

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  9. Why the 30-Year Just Hit a 2007 High | The Weekly Rebalance #39

    🚨 Surprising twist: the market breadth everyone's been waiting for might finally be here — and the bond market is throwing a tantrum about it. We're back from a summer hiatus and diving straight into a stacked episode! 📊 First, we break down why Russell 2000 and Emerging Markets are up ~20%…

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  10. SpaceX, AI & Fed Volatility | The Weekly Rebalance #38

    🚀 The surprising insight this week: AI may be here to stay, but the price investors pay still matters. In Weekly Rebalance #38, Ethan and Garrett break down SpaceX volatility, Micron’s sharp move lower, and why richly valued tech names can swing hard when expectations get questioned. They also...

  11. Real Assets, Rising Yields & SpaceX | The Weekly Rebalance #37

    A surprising insight from this week: high-net-worth investors are treating real assets, collectibles, and alternatives as a serious portfolio allocation—not just a hobby. 📈 In Weekly Rebalance #37, Nick and Ethan break down a volatile market backdrop: strong jobs data, higher yields, inflation...

  12. Gambling Stocks Are Booming… But Can They Make Money? | The Weekly Rebalance #36

    🎰 Sports betting is exploding in popularity, but are gambling stocks actually good investments? This week, Nicholas and Garrett break down why companies like DraftKings and other betting platforms are still struggling to consistently turn profits despite billions flowing into sports gambling....

  13. The AI Boom’s Hidden Risk: REIT Debt & Rates | The Weekly Rebalance #35

    📈 Treasury yields are surging — but data center REITs are still riding the AI wave. In this episode of The Weekly Rebalance, Nick and Ethan break down the growing tension between rising borrowing costs and massive AI infrastructure demand. We cover why REITs are highly interest-rate sensitive…

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  14. Sell in May? Why Staying Invested Still Wins | The Weekly Rebalance #34

    🚨 Markets are hitting fresh highs—but is a major Fed regime change about to reshape everything? In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill break down the surprising strength in equities, AI and semiconductor momentum, emerging market leadership, and the growing...

  15. The Private Credit Boom Explained | The Weekly Rebalance #33

    🚨 The market staged a massive reversal this week, with the S&P 500 hitting new all-time highs while concerns around private credit continue to grow. In this episode of The Weekly Rebalance, Nick and Ethan break down the surprising strength in earnings season, Disney’s consumer signals, the Fed’s...

  16. Stocks Soar… But Consumers Struggle | The Weekly Rebalance #32

    Markets are hitting new highs—but beneath the surface, the economy is splitting in two 📉📈. In this episode, we break down the K-shaped economy, where wealthy consumers drive growth while others rely on buy now, pay later just to keep up.We cover strong earnings (80% beats), AI-driven growth…

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  17. Why Cannabis Stocks Are So Cheap Right Now | The Weekly Rebalance #31

    Cannabis stocks look cheap—but the real reason might surprise you. 🌿📉 In this episode, we break down the massive tax burden (280E) that’s crushing profitability across the cannabis industry and why a potential shift from Schedule I to Schedule III could change everything. We also cover the...

  18. Iran Shock Recovery in 32 Days | The Weekly Rebalance #30

    The market just erased a geopolitical shock in 32 days—and history says that’s not unusual. 📈In this episode, we break down the rapid recovery following the Iran conflict and why markets often rebound faster than investors expect. From S&P performance to VIX compression and energy sector...

  19. OpenAI, SpaceX IPO Hype—Should You Buy Day One? | The Weekly Rebalance #29

    The surprising reality? Most IPO investors underperform—even when the biggest names hit the market. 📉This week, we break down rising market volatility driven by geopolitical tensions and what it means for investors right now. Then we dive into the 2026 IPO pipeline—OpenAI, SpaceX, Anthropic—and...

  20. Denny's, Jensen Huang, & NVIDIA: The Recipe for a Grand Slam! | The Weekly Rebalance #28

    Growth stocks just got a lot more interesting—and maybe a lot cheaper. 📉➡️📈 In this week’s Rebalance, we break down a volatile Q1 where the NASDAQ briefly entered correction territory, yet high-quality names like NVIDIA, Microsoft, Meta, and Amazon are now trading at surprisingly attractive...

  21. Recession Coming? Buy THIS Instead | The Weekly Rebalance #27

    Recession-proof stocks might not be what you expect… 👀 In this episode, we break down why true luxury brands like Ferrari and Hermes can outperform during downturns—while “aspirational luxury” gets hit hard.We cover the latest market selloff, inflation pressures from oil, and then dive into a...

  22. Gold Isn’t Acting “Safe” | The Weekly Rebalance #26

    Gold is supposed to be the ultimate safe haven—so why hasn’t it acted like one? 🤔 In this episode, we break down the surprising behavior of gold and defense stocks during recent geopolitical tensions, and what it actually means for portfolios.We cover market volatility, international...

  23. Markets React to Iran Conflict & Oil Spike | The Weekly Rebalance #25

    Markets turned volatile this week as geopolitical tensions with Iran pushed oil prices higher and triggered a surprising shift between value and growth stocks. 📉📈 In The Weekly Rebalance #25, Ethan and Nick break down what’s really happening beneath the surface of the markets. Value stocks have...

  24. Iran Strikes, Oil Shock & Market Volatility | The Weekly Rebalance #25

    Markets opened the week with major volatility after U.S. and Israeli strikes on Iran—but the surprising takeaway might be how quickly markets historically recover from geopolitical shocks. 📉➡️📈 In this episode of The Weekly Rebalance, we break down the market reaction, including oil’s surge,...

  25. NVIDIA, AI Buildout & Market Rotation Explained | The Weekly Rebalance #24

    🚨 The biggest surprise in markets right now? AI may be boosting industrials, energy, and infrastructure more than Big Tech itself. In The Weekly Rebalance #24, we break down the major market rotation happening early in 2026. While mega-cap tech faces pressure, sectors tied to the AI…

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  26. The Truth About Buffered ETFs | The Weekly Rebalance #23

    Surprising insight: After fees, a 100% downside buffered ETF may only offer ~1% more than a 1-year Treasury—if markets cooperate. 📉➡️📈In Episode 23 of The Weekly Rebalance, Nick and Ethan break down buffered ETFs (defined outcome ETFs)—how they’re built (long call + long put + short call), how...

  27. Value Is Back? 2026 Market Rotation | The Weekly Rebalance #22

    The surprising shift in 2026? The “boring” parts of the market are quietly outperforming. 📊 In this episode of The Weekly Rebalance, we break down the early-year rotation away from mega-cap tech and into value, international equities, and smaller names. With the top 10 stocks now making up…

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  28. Markets Didn’t Expect This Fed Pick — And Assets Reacted Fast | The Weekly Rebalance #21

    Markets are off to a very different start this year—and that’s driving meaningful changes in how we’re positioning portfolios.In this week’s Weekly Rebalance, we break down:- Why small caps, mid caps, dividends, and international markets are outperforming U.S. large-cap growth- What the recent...

  29. When Geopolitics Moves Markets: Greenland, Gold, and Historical Parallels | The Weekly Rebalance #20

    Markets turned volatile this week as geopolitical headlines resurfaced, including renewed discussion around the U.S. potentially acquiring Greenland.In this episode of The Weekly Rebalance, we break down the market selloff and rebound, rising volatility, and why gold and silver surged. We also...

  30. Why Luxury Stocks Held Up Despite Tariffs | The Weekly Rebalance #19

    In this week’s Weekly Rebalance, we break from the usual format to explore an important question investors are asking in 2026: 👉 Why are gold and silver hitting all-time highs while luxury collectibles struggle to keep up?We cover:- Broad market performance to start the year- Gold and silver’s...

  31. Venezuela, Bitcoin, Oil & Why Investors Overreact | The Weekly Rebalance #18

    In this episode of The Weekly Rebalance, we break down how financial markets actually respond to geopolitical shocks — and why reacting emotionally can hurt long-term portfolios. We cover the market reaction to recent events in Venezuela, discuss why Bitcoin surged while equities rallied, and...

  32. Year-End Market Recap & Global Rate Cuts Explained | The Weekly Rebalance #17

    In this New Year’s edition of Weekly Rebalance, Ethan and Nick wrap up 2025 with a deep dive into global monetary policy shifts and their impact on markets. From the Fed’s dovish stance to 850 basis points of cumulative rate cuts across major economies, we explore what this means for risk assets,...

  33. Santa Claus Rally, Market Highs & Tactical Plays | The Weekly Rebalance #16

    In this festive edition of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dive into the seasonality of markets and the much-discussed Santa Claus Rally. With the S&P 500 hitting record highs and gold and silver surging, we explore what’s driving optimism, how the Fed’s dovish tone is...

  34. Silver’s Big Year: Why Precious Metals Outshined Stocks & Crypto in 2025 | The Weekly Rebalance #15

    In this episode of The Weekly Rebalance, Ethan Dunbar and Nick Cargill dive into one of the most overlooked stories of 2025: silver’s incredible 120% rally. We break down why silver outperformed gold, Bitcoin, and even the S&P 500, explore the industrial and investment demand driving this surge,...

  35. Magnificent 7 & Market Concentration Explained: Fed Cuts Ahead? | The Weekly Rebalance #14

    In this episode of Weekly Rebalance, we dive into:✔ Market update: S&P 500 vs NASDAQ performance✔ Growth vs Value trends and Magnificent 7 impact✔ Fed meeting preview: Will we see a rate cut?✔ Research spotlight: Herfindahl-Hirschman Index (HHI) and what it reveals about S&P 500...

  36. The Weekly Rebalance #13 - Markets Rally, Bitcoin Pulls Back & The Fed’s Future

    In this week’s episode of The Weekly Rebalance, Ethan and Nick break down a surprisingly strong week in the markets, the return of real market breadth, and what’s driving recent moves in Bitcoin and gold. They also dive into the research of the week—a timely comparison between Jerome Powell and...

  37. The Weekly Rebalance #12 - Gold vs. Bitcoin: The Great Divergence

    This week, Ethan and Nick break down recent market volatility, the rebound in value stocks, and why gold is surging while Bitcoin has given back its gains. They explore the debasement trade, shifting correlations, and what these moves mean heading into 2026—plus a quick round of market trivia.

  38. The Weekly Rebalance #11 – The Truth About Tariffs, Inflation & the Future of AI

    In this week’s episode of the Weekly Rebalance, Ethan and Nick break down the latest market developments heading into the holiday season. They discuss new research from the Federal Reserve showing how tariff shocks may actually put downward pressure on inflation while raising unemployment, and…

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  39. The Weekly Rebalance #10: Government Shutdowns, Insider Trading, and the Spotify–Netflix Shift

    In this week’s one-take conversation, Ethan and Nick unpack the latest headlines — from the reopening of the U.S. government to why markets barely flinch during shutdowns. They dig into insider trading reform ideas, market breadth, and the surprising new partnership between Spotify and Netflix.…

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  40. The Weekly Rebalance #9: Reading the Market’s Pulse: Fed Surprises and Smart Rebalancing

    In this week’s episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dig into the Fed’s latest meeting and the market’s unexpected reaction. They discuss the shifting outlook for rate cuts, what current credit spreads reveal about where we are in the business cycle, and why being in...

  41. The Weekly Rebalance #8 — The Fed’s Rate Cut, Steeper Yield Curves, and Inflation’s Next Chapter

    This week on The Weekly Rebalance, Ethan and Nick unpack the Fed’s expected 25 bps rate cut and what it means for markets heading into November. They discuss the steepening yield curve, inflation’s lingering impact, and why America’s middle class continues to feel the squeeze. From tariffs to...

  42. The Weekly Rebalance #7 — Global Shifts and Mortgage Moves

    In Episode 7 of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill explore two big themes shaping portfolios and households alike. They begin with a deep dive into international markets — discussing why global equities are finally showing signs of outperformance versus U.S. stocks, the...

  43. The Weekly Rebalance #6 – Valuing the AI Boom and Weighing Gold vs. Silver

    In this week’s episode, Ethan Dunbar and Nicholas Cargill dig into two of the most talked-about themes in today’s markets: the explosive AI trade and the renewed shine of precious metals. They unpack just how big the AI boom has become — comparing NVIDIA’s valuation to global GDPs and stock…

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  44. The Weekly Rebalance #5 – Managing Risk at Market Highs: Concentration, Rebalancing, and Real Assets

    In this week’s episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dig into what it means to manage risk as markets reach record highs. They break down the growing concentration in the S&P 500, why rebalancing is more about managing exposure than chasing returns, and how extended...

  45. The Weekly Rebalance #4 – Inflation Revisions, Yield Curves, and Housing Scarcity

    Weekly Market Update as of 9/30/2025In this week’s episode, Nicholas Cargill and Ethan Dunbar dig into the latest shifts in inflation data and how surprising revisions to PPI are reshaping expectations. They explore the Fed’s recent rate cut, its ripple effects on fixed income markets, and the...

  46. The Weekly Rebalance #3 – Inflation, Jobs & Risk Management

    Weekly Market Update as of 9/23/2025 In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill discuss the Fed’s latest moves, weighing the risks of inflation versus unemployment and what Powell’s commentary means for investors. They also dive into how rate cuts flow into…

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  47. The Weekly Rebalance #2 – Fed Cuts, Market Volatility & Asset Allocation

    As of 9/16/25 In this week’s episode, Ethan Dunbar and Nicholas Cargill unpack the Fed’s upcoming rate cut decision, why Powell’s commentary could drive more volatility than the move itself, and what it all means with stocks at all-time highs. They share their strategies for balancing risk…

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  48. The Weekly Rebalance #1 – Market Concentration, Valuations & Gold

    Weekly Market Update as of 9/9/2025 In this week’s update, our team discusses what’s driving today’s markets and where opportunities may lie. We cover: Stock performance versus bond yields and what’s next for diversification. Valuations of the “Magnificent 7” tech giants compared to…

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ABOUT THIS SHOW

Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style. Whether you’re an experienced investor or just looking to stay informed, these conversations will help you make sense of today’s financial landscape.

HOSTED BY

Landon Jones

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does The Weekly Rebalance have?

The Weekly Rebalance currently has 48 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Weekly Rebalance about?

Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style. Whether you’re an...

How often does The Weekly Rebalance release new episodes?

The Weekly Rebalance has 48 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to The Weekly Rebalance?

You can listen to The Weekly Rebalance 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 The Weekly Rebalance?

The Weekly Rebalance is created and hosted by Landon Jones.
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