All Episodes
On The Markets — 104 episodes · page 1 of 2
Is the AI Bubble Being Tested? Debt, 5% Yields and the Rotation Out of Tech
Bond Market After a Lost Decade: Lessons for Investors
The Jobs Report Was Bad. Stocks Rose. Here's the Catch.
Why Are Bond Yields Rising to the Highest Level Since 2004
The Fed Just Raised Rates. Here's What Changes for Your Money.
Why Treasury Buybacks Are Not Lowering Bond Yields
Why Mortgage Rates Are Rising While the Fed Holds Steady
Jackson Hole: Why the Fed Isn't Cutting and Mortgages Stay High
National Debt Tops $40 Trillion As Treasury Doubles Bond Buybacks - What You Need To Know
Record Highs On Bad News?
What Yen? Why Watching The Yen Right Now Is Smart.
The Fed Holds. AI Does Not.
When Good News Isn't Enough
Are The Cracks Starting To Show?
Markets Change, Human Nature Does Not
AI Falling Back To Earth? What Fixed Income May Be Saying About The Cycle
The Rate Held, But The Fed Has Changed
This Week the Market Ran on Oil and Inflation
How the Dot Plot Has Secretly Been Affecting Your Portfolio (And Why It Might Be Going Away)
Stock Market vs Economy: The Disconnect Explained
SpaceX IPO: The $2 Trillion Sign Of The Times
The Fed's In A Finger Trap: Cut Rates or Fight Inflation?
Did Tariffs Fix The Trade Deficit?
Powell Out, Warsh In: How the New Fed Chair Might Change Interest Rates
Is Stagflation Coming? What the Markets Are Telling Us Right Now
Rally or Trap: Reading This Week's Market
Markets Rally Through Headwinds
Why Oil, Inflation, and Tech Selloff Might Be 3 Strikes You're Out
Spring Time Deja Vu
Oil And Stocks Don't Mix
The Oil Markets Knew
Why Are Investors Seeking Safety?
No Tariffs? Now What?
Does The Market Love AI? Does The Market Not?
What Crypto Today May Be Telling Us About 2026's Tomorrow
Crypto's Down, Gold's Down...What's Up?
The Times They Are A Changin'
Inflation Is Hot And So Are Precious Metals
3 Surprising Facts About The 2026 Housing Market
Will An Artificial 2025 Lead To A Tangible 2026?
The Economy Is Not The Market
Why The Fed Says Let It Snow
5 Busted Market Narratives In 2025
The Bubble Is Leaking
The AI Buildout Costs More Than Going To Mars
Did The Bubble Just Pop?
SPECIAL: Highly Appreciated To Diversified - 351 Exchanges Decoded
Powel's Giving Out Full Sized Candy Bars?!
Run It Hot
Government Shut Down Vibe Check
Government Shut Down. Chinese Trade Tensions. This Is Fine. (Btw it's not)
The Virtuous Cycle Continues
Review Your Cash
What Is The Triple Witching?
Why Isn't The Market Reacting?
Be Careful Wishing For Rate Cuts
Is Concentration Still A Thing?
I Know What You'll Cut Next September
Why You're Stuck With $13 Burritos
Is AI Swallowing Your Portfolio?
3 Types Of Lies: Lies, Darned Lies and STATISTICS
Summer Float
Is The Market A Spidey Meme?
The Print Money Deluxe
2025 Starts In June
What Is A K-Shaped Economy?
Oil, Gold and Conflict
How To Lose A Guy In 10 Months
Spicy TACOs?
Tarrific
Honey Badger Don't Care: Market Edition
Deal Or No Deal: Does The Market Hinge On Tariffs?
Why Tariffs Are Just The Match
Is The Correction Over?
The Market Reflects The Consensus
Tariff Tit-For-Tat
Bear Market Playbook
Tariffs: A Bumpy Road
Tariffs: On Again, Off Again
Its All About The FED....Still
Diversification is King
Kangaroo Market
Great Expectations
Inflation Crashes the Party...Sorta
Tariffs and Not Overreacting
AI's Sputnik Moment?
Uncertainty is Certain
Changes Ahead
Interest Rates
Looking Into The S&P Crystal Ball
Santa Claus Rally
The Grinch Stole Christmas
Bears
Who Let the Bulls Out?
Something About That Turkey!
Markets Find Support
The Barbecue Benchmark
Noise
Liquidity: Why the Market Might Not Care Who Wins
Market Smelling Inflation?