All Episodes

Episode 86 | Markets Defy Logic: Strong Earnings, Weak Reactions & a Frozen Housing Market

Episode 85 | Private Credit Headlines vs. Reality: CEO Insights, Default Data & Market Noise

Episode 84 | Private Credit Pressures, What’s Working in 2026, SpaceX IPO & Big Tech Valuation Reset

Episode 83 | Private Credit Under Pressure: Redemption Risks, AI Disruption & Market Selloff

Episode 82 | AI Reshaping Jobs, Apple’s Gemini Partnership, and Global Market Tensions

Episode 81 | AI Disruption or Overhype? Big Tech Selloff, Small Cap Surge & The Tariff Reversal

Episode 80 | AI-Mageddon, Market Sell-Off, SaaS Slump, Gold, and Crypto Volatility

Episode 79 | A Wild and Wacky Start to 2026. Markets, Tariffs, and the Return of Volatility

Episode 78 | Reviewing 2025 market predictions and outlook for 2026

Episode 77 | The state of the economy through Chipotle earnings. AI efficiency in small cap and more

Episode 76 | Fermi IPO: A New Era in Market Valuations? Navigating the AI Bubble: Risks and Rewards

Episode 75 | Nvidia invests $5B in Intel, OpenAI makes $300B commitment to Oracle, TikTok buyers

Episode 74 | Jobs report keeps missing, travel data is slowing, alternatives in 401(k) plans

Episode 73 | One Big Beautiful Bill Act

Episode 72 | Stablecoin offerings from AMZN & WMT, Inflation down, Fed holds, Who's right?

Episode 71 | Double dip, DOGE progress, Reciprocal tariffs, is the housing market frozen?

Episode 70 | Nothing happened in the market...

Q2 2025 Market Commentary: Tariffs

Episode 69 | What's going on in markets right now. Liberation day and what we think is next

Episode 68 | Correction on uncertainty, consumer confidence hits a new low, maleficent 7

Episode 67 | Tariffs, The top 10% account for 50% of consumer spending, Trump trade unwound

Episode 66 | Trump's FTC, Federal worker reduction, International stocks beating US, RIP US penny

Episode 65 | Mag 7 earnings, DeepSeek, Tariffs, Eggs, Amazon Revenue exceeds Walmart

Episode 64 | Chris & Hao's Predictions for 2025 & Predictions from 2024

Episode 63 | Record low cash, Fed changes tune, Mag 7 still dominating, WA state min wage

Episode 62 | Tariffs, FTC and SEC leadership, crypto and M&A, SS tax cuts, financial literacy

Episode 61 | Trump trade, TCJA round 2, inflation and immigration, FTC and SEC leadership

Episode 60 | Longshoremen union, Tesla's robo taxi, Social Security tax 2025, Boeing lays off 10%, HYSA dropping fast

Episode 59 | AMZN back 5 days, META impresses, Inflation drops, Jobs blowout

Q4 2024 Market Commentary: Volatility Strikes Back

Episode 58 | Fed cuts .50%! Domino effects, MSFT inks deal with Constellation to power AI

Episode 57 | GLP-1 usage and impacted industries, taxing unrealized gains, thematic ETFs

Episode 56 | Companies say economy is fine, Chipotle CEO to SBUX, Fed, Jobs, Grocery price gouging

Episode 55 | Market selloff, unwinding the carry trade, Fed pause/blame, Sahm Rule goes viral

Episode 54 | 3 stocks drove 50% of S&P, small caps get 6 months in days, the top performing stock

Q3 2024 Market Commentary - The Market Expected At Least Three Rate Cuts by Now. What Happened?

Episode 53 | 50 year high for S&P concentration, Fed and rates, election result forecasts

Episode 52 | Consumers are running out of money, inflation was as expected, the Fed's plan

Episode 51 | Commercial real estate delinquencies, inflation trend, smooth markets, just don't sell

Episode 50 | How the VIX works, earnings scorecard: just say AI, utilities companies and AI

Episode 49 | How the Dow works, US population is moving south, S&P predictions vs actual

Episode 48 | Performance and politics, Fed confidence, earnings, celebrating a job report miss

Episode 47 | 10 best performing stocks? Not what you think. Gold? Not as shiny as you think

Q2 2024 Market Commentary - AI Winners Stand Out from the Losers

Episode 46 | Q1 recap, Disney's proxy fight, jobs report crushes, do anything but stay in cash

Episode 45 | NAR settles, say "AI" and your stock goes up, analysts predict 7% up from here

Episode 44 | Google's Gemini problem, Altman vs Musk, stocks are expensive

Episode 43 | Lyft earnings typo, NVDA and AI, England & Japan are in recession

Episode 42 | Layoffs spike in January 2024, all-time highs, Nvidia is bigger than Amazon

Episode 41 | Marcus special CD rate, Chris' 529 plan, Loud Budgeting

Episode 40 | Forecasting for 2023 vs what actually happened, 2023 performance vs 2022, era of subsidized online services erodes, and more

Q1 2024 Market Commentary | An Unexpectedly Great Year and Convincing Ourselves It Wasn’t

Episode 39 | 2023 predictions we got wrong (and right). 2024 predictions sure to be wrong :)

Episode 38 | Millennials need 525k income to be happy, holiday spending, consumer confidence calculation

Episode 37 | Prosperity study by Intuit, realtors found guilty, singles day

Episode 36 | Big tech earnings, retail theft, interest rate increase on Series I bonds

Episode 35 | China's real estate implosion, good luck buying CDs, autoworkers and EV jobs

Q4 Market Commentary | King Dollar and Its Royal Subjects

Episode 34 | Time to cash in your Series I bonds? Don't miss the boat on bonds right now

Episode 33 | US dollar strength, Fed holds rates but says one more, Government shutdown, UAW strike

32 | Tipping for everything, regional banks raise reserves, the Great Resignation is over

Episode 31 | Fed spooks markets, highest mortgage rates since 2000, Airbnb recession

Episode 30 | Fitch downgrades, big tech earnings, just 10% of people take Social Security at 70

Episode 29 | Financial media, the magnificent 7, markets shrug a Fed hike, and how prices are up like a rocket and down like a feather

Q3 2023 Market Commentary

Episode 28 | What General Mills earnings says about inflation. Americans feel great about the economy right now. High-yield might not be high-yielding forever.

Episode 27 | Mortgage rates, Zuck vs Elon, headlines say to invest, does market timing really matter?

Q2 2023 Market Commentary

Episode 26 | Tech's amazing run, how companies are recession proofing, inflation is easing, home builders are seeing strong foot traffic

Episode 25 | Debt ceiling lifted until 2025, the state of the economy for the typical American, strong jobs report along with an uptick in unemployment

Episode 24 | Debt ceiling, YTD performance you would have never predicted on January 1st, and what Target and Home Depot earnings tell us about the economy.

Episode 23 | Washington state capital gains tax, MSFT moves to unlimited vacation, big tech earnings blowout

Episode 22 | Investor satisfaction with their financial advisor (or lack thereof), Q1 market returns were led by 7 stocks, only 6 EVs qualify for the $7,500 Federal tax credit as of April 18th, and Apple launches a high-yield savings account

Episode 21 | SVB sells to First Citizens, Signature Bank sells to Flagstar, consumers think mortgages will top 8%, and consumer confidence nears all-time lows

Episode 20 | Contagion from SVB (and why that's bad), First Republic Bank, Credit Suisse sells to UBS, Fed Hikes 0.25% Say One More to Come

Episode 19 | What happened with SVB (Silicon Valley Bank), how are Consilio clients impacted, what happens next

Episode 18 | SVB (Silicon Valley Bank) Seized by FDIC, Silvergate Bank's troubles, Consumers Keep Spending, Powell's Comments

Episode 17 | It's Earning Season, Fed Raises by 0.25% + A No Landing Scenario? Hao Read the 13 Pages of Fed Minutes

Episode 16 | Fed Raises by 0.25%, Disinflation, M2 Money Supply is Shrinking, Inverted Yield Curve Means Recession, Right?

Episode 15 | Positive Returns in January, Return of Bidding Wars in Housing, International Stocks Performing Well

Episode 14 | Tech Layoffs, Egg Prices, UK Recession?

Episode 13 | 2023 Predictions (sure to be wrong)

Episode 12 | Demystifying ETF investing, tax efficiency of creation and redemption, active ETFs, and more

Episode 11 | Demystifying mutual fund investing, capital gains distributions, fund costs, do funds actually beat their benchmarks?

Episode 10 | Seven things you can be doing in your financial plan right now

Episode 9 | Seven things you can be doing in your portfolio right now

Episode 8 | CPI, What if things continue to get worse? How do midterms affect markets? Average recovery periods during recessions?

Episode 7 | Where are you feeling inflation? Time in vs time-ing markets. $5T on the sidelines.

Episode 6 | Why is inflation such an issue? Is this like the 70s?

Episode 5 | Good News with Housing, Chris' 529 Plan + Best Practices, Consumers Are Still Buying

Episode 4 | Worst Consumer Confidence Ever? Retesting Market Lows? Housing is Slowing. Any Good News?

Episode 3 | Market Bottom? Invest your Cash Now or Wait? Interest Rates Moderate. Inflation Declines.

Episode 2 | Recession? Jobs, Layoffs, and Interest Rates

Episode 1 | Inflation Trends, Interest Rates, Jobs, and More