All Episodes

Fed Reset, Inflation Pressures and a Broader Market Story

A New Fed Era Begins as Inflation Lingers and Markets Broaden

Cracks in the AI Trade, a Strong Jobs Print, and the Summer Fed Watch

The Rally Rolls On as Risks Start to Build

Fed Chair Transition, Sticky Inflation, and Why Diversification Still Matters

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