All Episodes
Compak Market Wrap — 292 episodes
Diversify
Something Has To Give
Stuck In The Strait
Riding High On The 5th Wave
No Deal? No Problem!
Peace In The Middle-East?
Bond Market Says Hang Tight
All Eyes On Iran
Strait Talk
Weathering The Middle-Eastern Storm
Turmoil in the Middle-East, Yet Markets Stable
The Tariff Two-Step
Beware the Dot Plot!
Warshenomics
New Year, New Fed Chair
January 2026 - Temperature Check
January Jitters
January - So Far, So Good!
New Year, New Highs!
Bullish Tidings & Market Joy!
A Downpour of Data
Fed-Watch Wednesday
Turkey Turnaround
November Market Muddle
Shutting Down The Shutdown
Flying to the Moon
Freaky Friday
Should You Fear The Shutdown?
Another Great Quarter
Fed Gives Rates A Trim
Inflation Data On Deck
Is All The Good News Priced In?
Check Your Portfolio Seatbelt
Market High Strategies
All Eyes On Inflation
Job Market Jitters
Are You Ready For The Market Top?
Markets Maintain!
Markets Are Running Hot, Don't Get Burned!
High Markets, High Time To Rebalance
Fireworks On The Ticker Tape
Markets: Keeping Calm & Carrying On
Bonds Say Buckle Up
Magnificent May! Will It Stay?
Big, Beautiful Budget Bill
Tariffs Terminated
Wait & See
Dollar Still Dominates
Tariff U-Turn Coming?
A Pause in Volatility
Hold Tight Through Tariffs
"Tariffying" Markets
'Flexibility' Provides Stability
Tariff Tantrum
Riding A Bucking Bull Market
Stocks Rise to New Highs!
Eerie Earnings Ahead?
It's Tariff Time! ...Maybe
DeepSeek Sinks AI Stocks
Cool CPI = Hot Markets
The Interest Rate Rollercoaster
New Year, New Beginnings
That's A Wrap!
Deficit Damage?
December Markets: Naughty or Nice?
Thankful For a 3-3-3 Policy
Island Tops: Time For a Pullback?
Election Reflections
Ballots & Budgets 2024
Don't Short America
Election Indigestion?
Boo! Don't Let The Market Scare You!
Ordinary October?
September Support
The Fed Fights Inflation
A Portfolio Debate
September Slide?
Economic Indicators in Good Shape
Tech Back On Top?
Market Turbulence! Stay Seated in August and September!
Prune and Plant Your Portfolio!
Small Cap Summer?
New Highs or Deep Sighs?
How Healthy is the Jobs Market & Economy?
Is The Election Over?
Will This Summer Sizzle or Fizzle?
On Approach for a "Soft Landing"
Inflation Down, Markets Up!
Markets Hit Their Targets 🎯
Q1 Earnings Report Card - Solid A
QT Gets a Haircut
The Mag 7 Keep on Trucking
It's All About Rates!
Sell in April and Go Away??!!
"Some Like It Hot" CPI
Wrapping Up the First Quarter of 2024 - What's Next?
Central Banks Keeping It Loose
The Fed is Up to Bat - Will It Be a Hit or a Strikeout?
Inflation's 2nd Act? Hopefully Not
A Fantastic February!
Market Party Still On For Now
Maybe a Market Top... For Now
S&P500 at 5,000! What's Next?
Capping Off the First Month of 2024
"Return of the Mag" 7
2024 Market Earnings Preview
Is the Tepid Start to 2024 a Harbinger of Things to Come?
What to Expect in 2024
A Dovish Fed Came Early This Holiday: Will It Hang Around Through the New Year?
On Final Approach for a Soft Landing in 2024 🛬
Will the Market Keep its November Mojo?
Ho-Ho-Hold On! Santa Claus Rally in December?
It's the end of 2023: Have you completed your financial checklist?
Are you Ready for 2024?
Stock Market Rally: Trick or Treat?
Are We in a Bear Market?
The Final Radio Show – But the Podcast Lives On!
US/China Relations Now and Moving Forward
We Are Together Wednesday!
How to Achieve FIRE - Financial Independence Retire Early
The Quest for Financial Independence
Psychological Pitfalls of Money
Psychology of Money
Compounding Money
Two For Tuesday
Valuing Education and Financial Prudence in a Changing World
Principles for Investing Success
7 Mistakes Every Investor Makes - And How To Avoid Them
Timeless Lessons and Principles for Investing
Advantages of Diversification and Rebalancing
Guide to Modern Money Management
7 Common Mistakes at Retirement
Outlook for the Economy
Two For Tuesday
Avoiding Investment Fraud
Best Of "Market Wrap"
Choosing A Financial Advisor
Outlook for Energy & Industrials
What's Next for the Markets?
Creating Wealth
Outlook for Oil & Energy
Analyzing the Fed & the Economy
A Technical View of the Markets
Outlook for the Markets & Financial Sector
Ways to Avoid Taxes on Social Security Benefits
Market Reaction to Inflation Data
Time to Pay Your Estimated Taxes!
Outlook for the Fed & the Economy
Munis Are Back! How Should You Play Them?
Stock Moving News - Buy or Sell?
7 Common Mistakes at Retirement
Are We Really Facing A Retirement Crisis?
Earnings Review/Preview
Outlook for the Energy Sector
Seasonal Market Patterns
Fed's Next Moves and What it Means for the Economy
Preparing for the Restart of Student Loan Payments
The Four Market Stages
Why the Stock Market Will Crash...And Why You Shouldn't Care
Outlook for the Real Estate Market
Choosing A Financial Advisor
Avoiding Investment Fraud
How to Evaluate an Early Retirement Offer
Outlook for the Energy Sector
Outlook for Interest Rates & Inflation
Banking's "Last Mile Delivery" Challenge
More Ratings Downgrades and August Angst
Making Sense of a Changing Market
A Look At The Financial Sector
Are We At An Inflection Point?
US Debt Downgrade: Reposition Your Investments, or Stay The Course?
Winning Mindsets for Investing
Manufacturing & The Economy
Outlook for Inflation & The Economy
Why You Need An Investment Philosophy
Analyzing the Fed & the Economy
Impact of Inverted Yield Curves
A Look at 2nd Quarter Earnings
Tax Planning Pt2 - Ways to Reduce Your AGI
Outlook for Oil & Energy
A Technical View of the Markets
Two For Tuesday
Benefits of Mid-Year Tax Planning
Picking A Broker
Economic Outlook for China
Technical Analysis
Where The Opportunities Are And How To Implement Them
Using Markets To Understand The World
Sticky Inflation And Its Implications
Investing in A.I. (Artificial Intelligence)
Avoiding Investment Scams
Where To Stash Your Cash
Risk Tolerance and Investment Strategies
Two For Tuesday
2nd Half Outlook for the Markets
Outlook for the Financial Sector
Current Investor Sentiment
Moe on the Markets
Creating Wealth
Pros and Cons of Rising Interest Rates
Have We Reached Max Greed?
What's Next for the Fed and the Bond Market?
Two For Tuesday
Economic Outlook Ahead of the Fed
Mid-Year Tax Moves
Analyzing the Money Anxiety Index
Outlook for Q2 Earnings
Should Values and Investments Go Hand in Hand?
Outlook for Oil
Will Next Time Be Different?
Investing in Japan
Are Markets Prepared for the Fed?
Market Noise Versus Market Analysis
American Investment In China
Investing Amid Uncertainty
Ideas for Modern Money Management
Finding Direction in an Uncertain Market
Stay the Course in Your Investment Portfolio, or Make Changes?
Analyzing the Market
Seasonal Market Patterns
Financial Sector Outlook
Bond Market Outlook
A Technical View of the Markets
Changes & Opportunities for Retirement Investing
Outlook for Energy & Utilities
Outlook for the Economy
The Fed's "Pause Period"
Tactical Management
Painting The Macro Picture
Compak Solutions
Goal-Based Investing
Short Term Versus Long Term Investing
Strategic Investing
How To Pick Stocks
The Power of Financial Planning
All About Earnings – current environment, outlook, and the role they play in stock prices
Technical Analysis
Creating Wealth
Happy Money
Time for a Portfolio Review
A Deep Dive on Debt
5 Top of Mind Topics for Markets through the rest of 2023
Best Of "Market Wrap"
Analyzing the Fed & the Economy
Outlook for Bonds & Interest Rates
How U.S. Debt Could Impact the Markets & Economy
The "Wait and Watch" Investment Strategy
Best Of "Market Wrap"
Market Outlook for the Second Quarter
Outlook for 1st Quarter Earnings
Financial Planning For Recession
Buy, Hold or Sell?
Economic Impact of Fed Policy Mistakes
US/China Relations
Impact of Money Anxiety on the Markets & Economy
How Far Will the Banking Crisis Spread?
Positioning for What's Next in the Markets
Technical Outlook for the Markets
2022 Tax Savings Still Possible!
Rate Hikes and the Fixed Income Market
Banking on the Banks
Banking Crisis Impact on Real Estate
Will Contagion Spread Beyond Banks?
Technical Analysis
Bear Market or Buying Opportunity?
Has the Fed Gone Too Far?
Outlook for the Financial Sector in the Wake of Bank Failures
Bond Market Outlook in the Wake of the Silicon Valley Bank Failure
Outlook for Oil & Energy
Market Reaction to the Fed - Warranted or Overblown?
Best Of "Market Wrap"
Riding the Stock Market Roller Coaster
Household Debt and the Economy
Outlook for the Markets
Money Anxiety and the Economy
The Impact of Financial Procrastination
Inflation, Recession and the Economy
What You Need To Know About Secure Act 2.0
Analyzing the Market's Next Move
Is the Rally Over?
Short Term Versus Long Term Investing
Should I Make Changes To My Portfolio?
Positioning Your Portfolio For Rising Interest Rates
Creating Wealth
Goal-Based Investing
Understanding Technical Analysis
Outlook for the Financial Sector
US-China Relations
Current View & Outlook for Earnings
Outlook for Oil & Energy
Benefits of a Sideways Market
When Munis Lose Ratings