All Episodes

Investing Through Divergence in Rates, Earnings, and Global Risks

This Week’s Trifecta: A Split Fed, Powell’s Swan Song and AI-Driven Earnings

Signals in Motion: What the Data, the Fed, and AI Are Telling Us Now

Markets Look Past Iran Headlines as Oil Risks Evolve

Playing Through the Rough: PCE, CPI, and a Hawkish Fed Backdrop

Markets in the Fog: War Risk, Earnings Reality, and Higher Rates

Bracket Busting Week for Investors as Rates and Oil Take Center Court

Quality Over Quantity: Credit Markets in a Volatile Week

Spring Forward, Markets Backpedal: Iran, Oil, and a Jobs Shock

Cold as Ice? When the Numbers Are Strong but the Market Isn’t Impressed

Markets Digest Tariff Ruling as Inflation Pressures Persist

A Market in Motion: Inflation Softens, IPOs Pop, and AI Stirs the Pot

Jobs Cool, Chips Rule and Positioning While the Dollar Drifts

Fed Holds Rates Steady; New Fed Chair is Announced

From Greenland to the Grid: What’s Moving Markets This Week

The Fed, the Grid, and the Consumer: What’s Powering 2026 So Far?

A Crude Awakening: Venezuela, Energy, and Investor Signals

Fed Fractures & Holiday Futures: The 2025 Market Wrap

AI‑n’t a Bubble (Yet): Winners, Losers, and the H1:2026 Equity Sprint

Economic Crosswinds and Fed Uncertainty: Positioning for 2026

Penny for Your Thoughts? Consumer Trends and the Fog of Uncertainty Persists

Afraid of the Dark: Sentiment Falters as Record-Long Shutdown Continues

Trick or Treat? Fed Slashes Rates but Future Uncertainty Dampens Spirits

Play Ball: Fed Seems Poised To Cut Rates at Next Week’s FOMC Meeting

Risky Business: Credit Concerns Spook the Markets

Navigating Market Uncertainty: Rate Cuts, Gold Highs, and the Power of Hope

An Economic Rundown of the Government Shutdown

The Economy Today: Birdie, Par or Bogey?

Back to the Future: What the 90s Can Tell Us About Today

Rate Expectations: A Somber Week Ahead of the September FOMC Meeting

Is the Economy O(k)? National 401(k) Day and a K-shaped Recovery

Fed Independence: Cooking on the Grill for Labor Day Weekend

Fire in the (Jackson) Hole: Powell’s New Outlook Amid Ongoing Fed Turmoil

A Round Robin for the Dog Days of Summer

Woes and Whoas: Fallout From the July FOMC

The Deep Summer Economy: Feels So Good or On a Crazy Train?

The Magnificent 7 (Months of 2025)

Recap of Our 2025 Outlook Now that We Are at Mid-year

Fed Still to Wait and See after updates to GDP and PCE

Summer of Uncertainty: the June FOMC meeting and the One Big Beautiful Bill

Private Credit: Good Vibrations for Investors?

Sell in May and Go Away to Your Dismay?

Diversification: The Safe Haven for Your Portfolio in Uncertain Times

Economic Insights for Your Memorial Day BBQ

What’s New From FOMC? Wait and See.

Off to the Races: GDP, Inflation, and the Labor Market

Tariff Update and the Future of Fed Independence

Market ‘Rebound’ and Pause on Tariffs