PODCAST · business
Top of Mind with Consilio Wealth
by Consilio Wealth Advisors
This is a show about markets, investing, and financial planning. Join us as we cover current events that are in the news and answer top of mind questions from our listeners. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures
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Episode 86 | Markets Defy Logic: Strong Earnings, Weak Reactions & a Frozen Housing Market
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down a week of conflicting market signals—from strong Big Tech earnings and aggressive AI spending to a housing market stuck in neutral. They explore the growing disconnect between fundamentals and market reactions, the persistence of a K-shaped economy, and what it all means for investors navigating today’s environment.We discuss: ➡️ Big Tech earnings beats—and why markets didn’t reward them ➡️ AI spending surge and questions around monetization ➡️ Diverging performance within the “Magnificent 7” ➡️ A frozen housing market with rising supply and weak demand ➡️ The impact of interest rates on buyers and sellers ➡️ Consumer resilience at the high end (Amex data insights) ➡️ Auto pricing, tariffs, and what’s really driving costs ➡️ Why market behavior isn’t always rationalTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 85 | Private Credit Headlines vs. Reality: CEO Insights, Default Data & Market Noise
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang continue the conversation on private credit, breaking down new data, CEO commentary, and what’s actually happening beneath the headlines. They unpack default rates, redemption trends, and the growing gap between strong and struggling managers, while challenging the narrative that the entire asset class is under stress. The episode also touches on market behavior, speculative AI trends, and emerging risks around data center expansion.We discuss: ➡️ CEO perspectives from BlackRock and Franklin Templeton ➡️ Default rates, non-accruals, and what the data really shows ➡️ Fund flows, redemptions, and where capital is moving ➡️ Why manager selection matters more than ever ➡️ Media narratives vs. actual market conditions ➡️ The Allbirds AI pivot and speculative market behavior ➡️ Data center pushback and implications for AI growthTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 84 | Private Credit Pressures, What’s Working in 2026, SpaceX IPO & Big Tech Valuation Reset
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest developments in private credit, unpacking the growing disconnect between publicly traded funds and their underlying illiquid assets. They break down what recent redemption spikes really mean, why liquidity mismatches matter, and how investor behavior is shaping the narrative. The conversation also explores what’s actually working in today’s market, the rotation away from big tech, and the buzz around a potential SpaceX IPO and shifting valuations.We discuss:➡️ The risks of putting illiquid private credit into liquid, publicly traded wrappers➡️ What recent redemption spikes signal—and what the data actually shows➡️ How retail investor behavior is impacting private credit markets➡️ What sectors are outperforming in 2026 and why➡️ The rotation away from mega-cap tech into “old economy” stocks➡️ Big Tech valuation resets and whether this is a buying opportunity➡️ SpaceX IPO speculation and the challenges of accessing private investmentsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 83 | Private Credit Under Pressure: Redemption Risks, AI Disruption & Market Selloff
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the recent surge in private credit headlines, separating fear from fundamentals. They explore how the asset class works, why it has grown rapidly, and what’s driving concerns around rising redemptions, liquidity constraints, and potential defaults—especially in software-focused lending amid AI disruption. The conversation also touches on broader market pressures, including rising oil prices, inflation concerns, and the Fed’s rate outlook.We discuss:➡️ What private credit is and how it fits into the financial system➡️ Why redemptions and “gating” are making headlines➡️ The role of retail vs. institutional investors➡️ AI’s impact on software companies and loan risk➡️ Leverage inside private credit funds and systemic concerns➡️ Recent moves from major players like Blackstone➡️ What rising defaults could mean going forwardTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 82 | AI Reshaping Jobs, Apple’s Gemini Partnership, and Global Market Tensions
Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest market developments, from AI-driven layoffs and tech partnerships to geopolitical tensions and their impact on the economy. They break down Block’s major job cuts and whether AI is truly driving workforce changes, explore Apple’s partnership with Google’s Gemini model to power new AI features, and examine rising oil prices as conflict in Iran rattles global markets.We discuss:➡️ Block layoffs and the debate around AI replacing jobs➡️ Apple partnering with Google’s Gemini for AI-powered Siri➡️ Mixed signals from recent U.S. jobs data➡️ Rising oil prices and market reactions to the Iran conflict➡️ The growing role of prediction markets in global eventsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 81 | AI Disruption or Overhype? Big Tech Selloff, Small Cap Surge & The Tariff Reversal
Welcome to Top of Mind with Consilio Wealth!Chris Kaminski returns with Hao Dang to unpack the growing fear around AI replacing white-collar jobs. From the viral Matt Schumer article to bold predictions of widespread automation, they break down what’s real, what’s hype, and what it could mean for professionals and the broader economy.They also dive into the sharp selloff in Big Tech and SaaS stocks, the surprising strength in small caps and international markets, and whether true market rotation is finally underway. The episode wraps with a discussion on the Supreme Court striking down tariffs and who ultimately pays the cost.We discuss: ➡️ AI and the future of white-collar work ➡️ Big Tech selloffs and SaaS stock declines ➡️ Small-cap and international outperformance ➡️ Entrepreneurship and the AI startup surge ➡️ Tariffs, inflation, and corporate marginsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 80 | AI-Mageddon, Market Sell-Off, SaaS Slump, Gold, and Crypto Volatility
Welcome to Top of Mind with Consilio Wealth!Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade.The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along with big swings in gold, silver, and crypto. Are these true safe havens — or just momentum trades fueled by speculation?We discuss:➡️ The tech-led market sell-off and spike in volatility➡️ AI spending concerns at Microsoft, Meta, and other Big Tech firms➡️ SaaS and service companies under pressure from AI disruption fears➡️ Job displacement vs. productivity gains from AI➡️ Gold, silver, and crypto volatility during market stress➡️ Investor psychology, leverage, and market rotationTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 79 | A Wild and Wacky Start to 2026. Markets, Tariffs, and the Return of Volatility
Welcome to Top of Mind with Consilio Wealth!Hao Dang and Alex Dorell kick off 2026 with a timely market update, breaking down a volatile start to the year driven by political headlines, tariff uncertainty, and shifting interest rate expectations. They discuss why international markets outperformed in 2025, how currency swings boosted global returns, and what a weaker U.S. dollar could mean for investors ahead.The episode also explores today’s K-shaped economy, where higher-income consumers continue to spend while other segments face growing pressure. Hao and Alex unpack what’s happening with Fed policy, bond markets, and government deficits — and why not all market swings signal deeper economic trouble. They close with their outlook for the rest of 2026, including valuations, diversification, and the risks of too much consensus on Wall Street.We discuss: ➡️ A volatile start to 2026 and renewed market swings ➡️ International outperformance and the impact of currency move ➡️ Tariffs, Treasury yields, and shifting “safe haven” trends ➡️ Fed policy vs. market-driven interest rates ➡️ The K-shaped economy and changing consumer behavior ➡️ Manufacturing vs. services and what PMI data is showing ➡️ Market valuations and the danger of consensus forecasts ➡️ Why diversification still matters in an unpredictable yearTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 78 | Reviewing 2025 market predictions and outlook for 2026
Welcome to Top of Mind with Consilio Wealth!Chris Kaminski and Hao Dang revisit the predictions they made for 2025, breaking down what they got right, what they missed, and why. From clean energy outperforming traditional energy and resilient consumer behavior around tariffs, to surprises in inflation, gold, and AI-driven market leadership, they reflect on a year filled with unexpected market strength and shifting narratives. The conversation then turns forward as they share their predictions for 2026, covering everything from interest rates and unemployment to AI competition, IPO activity, and which companies could dominate the next phase of market leadership.We discuss:➡️ Reviewing 2025 market predictions — wins, misses, and surprises➡️ Clean energy’s strong outperformance versus traditional energy➡️ Why consumers largely ignored tariffs and rising U.S. debt➡️ The surge in all-time market highs despite volatility➡️ Sticky inflation and the Fed’s rate-cut decisions➡️ Gold’s unexpected breakout and a weaker U.S. dollar➡️ AI spending, small-cap momentum, and sector leadership shifts➡️ Big Tech’s dominance — Google, Meta, Nvidia, Tesla, and Apple➡️ IPO activity and the challenges of going public for AI companies➡️ Bold market, economic, and policy predictions for 2026To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 77 | The state of the economy through Chipotle earnings. AI efficiency in small cap and more
Chris Kaminski and Hao Dang discuss the state of the economy through Chipotle earnings. AI efficiency that is showing in small cap stocks. The economic disparities that have emerged five years post-COVID, highlighting how higher-income individuals have thrived while lower-income groups struggle (K shaped recovery). We discusses the wealth effect, where rising stock prices lead to increased consumer spending among the affluent, contrasting this with the challenges faced by those with lower incomes.We discuss:➡️The state of the economy through Chipotle earnings. ➡️AI efficiency that is showing in small cap stocks➡️The recovery post-COVID has favored higher-income individuals.➡️Higher-income people have continued to thrive and gain net worth.➡️90% of the stock market is owned by a small percentage of the population.➡️The K shaped recovery has not been uniform across different income levels.➡️The K shaped recovery is becoming more pronounced post-pandemic.➡️Consumer spending is driven by stock market performance for the wealthy.To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 76 | Fermi IPO: A New Era in Market Valuations? Navigating the AI Bubble: Risks and Rewards
Chris Kaminski and Hao Dang discuss the recent Fermi IPO, the implications of AI on the market, and the current state of the housing market. They explore the potential risks and opportunities presented by the AI bubble, the impact of Fed policies on the economy, and the challenges facing first-time homebuyers. The discussion also touches on corporate strategies in the face of economic uncertainty and the evolving landscape of technology investments.We discuss:➡️Fermi's IPO performance raises questions about market valuations.➡️The AI bubble presents both opportunities and risks for investors.➡️Fed policies are crucial in shaping economic stability and growth.➡️The housing market faces significant challenges due to high mortgage rates.➡️Corporate strategies are adapting to changing economic conditions.➡️Investors need to be cautious about valuations in a bubble.➡️AI's revenue model is heavily reliant on consumer subscriptions.➡️The housing market's affordability crisis is worsening for first-time buyers.➡️Market dynamics are influenced by corporate spending and investment strategies.➡️The tech sector's growth is not uniform, with some companies thriving while others struggle.To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 75 | Nvidia invests $5B in Intel, OpenAI makes $300B commitment to Oracle, TikTok buyers
Join Chris Kaminski & Hao Dang as they discuss:➡️Nvidia invests $5B in Intel➡️OpenAI makes $300B commitment to Oracle➡️TikTok buyersTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 74 | Jobs report keeps missing, travel data is slowing, alternatives in 401(k) plans
Join Chris Kaminski & Hao Dang as they discuss:➡️The jobs report keeps missing, putting more pressure on the Fed➡️Travel data is slowing➡️Alternatives in 401(k) plansTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 73 | One Big Beautiful Bill Act
Join Hao Dang & special guest, Alex Dorell, as they discuss:➡️One Big Beautiful Bill ActTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 72 | Stablecoin offerings from AMZN & WMT, Inflation down, Fed holds, Who's right?
Join Chris Kaminski & Hao Dang as they discuss:➡️Who's right? stocks or bonds➡️Inflation keeps coming down, the Fed holds➡️Stablecoin offerings from Amazon & WalmartTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 71 | Double dip, DOGE progress, Reciprocal tariffs, is the housing market frozen?
Join Chris Kaminski & Hao Dang as they discuss:➡️When do we double dip?➡️DOGE progress undone by One Big Beautiful Bill➡️Reciprocal Tariffs struck down, then not➡️Is the housing market frozen? To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 70 | Nothing happened in the market...
Join Chris Kaminski & Hao Dang as they discuss:➡️Nothing happened in the market...To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Q2 2025 Market Commentary: Tariffs
Welcome to our Q2 2025 market commentary!Join us as we discuss:➡️Q1 review➡️Cars and tariffs➡️Bonds and interest rates➡️Our outlook➡️Bull case / Bear caseTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 69 | What's going on in markets right now. Liberation day and what we think is next
Join Chris Kaminski & Hao Dang as they discuss:➡️What's going on in markets right now➡️Liberation day and what we think is nextTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 68 | Correction on uncertainty, consumer confidence hits a new low, maleficent 7
Join Chris Kaminski & Hao Dang as they discuss:➡️Correction on uncertainty➡️Consumer confidence hits a new low➡️Maleficent 7To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 67 | Tariffs, The top 10% account for 50% of consumer spending, Trump trade unwound
Join Chris Kaminski & Hao Dang as they discuss:➡️Tariffs➡️The top 10% account for 50% of consumer spending➡️Trump trade unwound➡️Consumer confidence To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 66 | Trump's FTC, Federal worker reduction, International stocks beating US, RIP US penny
Join Chris Kaminski & Hao Dang as they discuss:➡️Trump's FTC➡️Federal worker reduction➡️International stocks beating US➡️RIP US pennyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 65 | Mag 7 earnings, DeepSeek, Tariffs, Eggs, Amazon Revenue exceeds Walmart
Join Chris Kaminski & Hao Dang as they discuss:➡️Mag 7 earnings expectations (they're high)➡️DeepSeek➡️Tariffs➡️Eggs...again...➡️Amazon exceeds Walmart in revenueTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 64 | Chris & Hao's Predictions for 2025 & Predictions from 2024
Join Chris Kaminski & Hao Dang as they discuss:➡️Predictions from 2024 that were wrong and right➡️Hao's predictions for 2025➡️Chris' predictions for 2025To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 63 | Record low cash, Fed changes tune, Mag 7 still dominating, WA state min wage
Join Chris Kaminski & Hao Dang as they discuss:➡️Record low cash allocation➡️Fed changes its tune on rate cuts➡️Mag 7 still dominating➡️Washington state minimum wageTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 62 | Tariffs, FTC and SEC leadership, crypto and M&A, SS tax cuts, financial literacy
Join Chris Kaminski & Hao Dang as they discuss:➡️Earnings buzzword - tariffs➡️FTC and SEC leadership➡️Crypto and M&A➡️Social Security Tax Cuts➡️The state of financial literacyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 61 | Trump trade, TCJA round 2, inflation and immigration, FTC and SEC leadership
Join Chris Kaminski & Hao Dang as they discuss:➡️The Trump trade➡️Tax Cuts and Jobs Act round 2➡️Inflation and immigration➡️FTC and SEC leadershipTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 60 | Longshoremen union, Tesla's robo taxi, Social Security tax 2025, Boeing lays off 10%, HYSA dropping fast
Join Chris Kaminski & Hao Dang as they discuss:➡️Longshoremen union still holding out➡️Tesla's robo taxi➡️Social Security tax limits for 2025➡️Boeing lays off 10% of workforce➡️High-yield savings dropping like a rockTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 59 | AMZN back 5 days, META impresses, Inflation drops, Jobs blowout
Join Chris Kaminski & Hao Dang as they discuss:➡️AMZN requires employees in office 5 days a week➡️First inflation print after rate cuts➡️META impresses at product launch➡️Jobs blowoutTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Q4 2024 Market Commentary: Volatility Strikes Back
Welcome to our Q4 2024 market commentary!Join us as we discuss:➡️Volatility➡️S&P nearly touches a correction➡️Fed rate cuts➡️The election➡️Our outlookTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 58 | Fed cuts .50%! Domino effects, MSFT inks deal with Constellation to power AI
Join Chris Kaminski & Hao Dang as they discuss:➡️The Fed cuts rates by .50%!!!➡️Domino effects of a rate cut➡️Microsoft inks deal to buy energy from Constellation to satisfy AI needsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 57 | GLP-1 usage and impacted industries, taxing unrealized gains, thematic ETFs
Join Chris Kaminski & Hao Dang as they discuss:➡️GLP-1 drug usage and impacted industries➡️Bare necessities➡️Taxing unrealized gains➡️Thematic ETFs (watch out)To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 56 | Companies say economy is fine, Chipotle CEO to SBUX, Fed, Jobs, Grocery price gouging
Join Chris Kaminski & Hao Dang as they discuss:➡️Companies aren't concerned about the economy➡️Chipotle CEO goes to Starbucks, and gets a remote job➡️The Fed swings dovish & jobs➡️Grocery store gouging To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 55 | Market selloff, unwinding the carry trade, Fed pause/blame, Sahm Rule goes viral
Join Chris Kaminski & Hao Dang as they discuss:➡️Market selloff...worried?➡️Unwinding the carry trade➡️Fed pause (and blame?)➡️Sahm Rule goes viralTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 54 | 3 stocks drove 50% of S&P, small caps get 6 months in days, the top performing stock
Join Chris Kaminski & Hao Dang as they discuss:➡️Three stocks drove 50% of S&P gain in the first half of 2024➡️Small caps register 6 months of performance in days➡️Presidential market timing➡️The top performing stock of the last yearTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Q3 2024 Market Commentary - The Market Expected At Least Three Rate Cuts by Now. What Happened?
Welcome to our Q3 2024 market commentary!Join us as we discuss:➡️The Mag 7 return to dominance➡️Interest rate cuts (still waiting but getting closer)➡️The strong dollar & the consumer➡️Out outlookTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 53 | 50 year high for S&P concentration, Fed and rates, election result forecasts
Join Chris Kaminski & Hao Dang as they discuss:➡️We're at a 50 year high for concentration on the S&P 500➡️Consumer health check, mostly in good shape➡️The Fed softens stance on rates➡️Election result forecastsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 52 | Consumers are running out of money, inflation was as expected, the Fed's plan
Join Chris Kaminski & Hao Dang as they discuss:➡️Consumers are running out of steam (or money)➡️Inflation print was as expected➡️The Fed's planTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 51 | Commercial real estate delinquencies, inflation trend, smooth markets, just don't sell
Join Chris Kaminski & Hao Dang as they discuss:➡️Commercial real estate delinquencies ➡️Inflation trend, historically speaking➡️It's never a good time to sell➡️Smooth markets over the past 18 monthsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 50 | How the VIX works, earnings scorecard: just say AI, utilities companies and AI
Join Chris Kaminski & Hao Dang as they discuss:➡️How does the VIX work?➡️Earnings scorecard: Just say AI➡️Utilities companies benefiting from AITo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 49 | How the Dow works, US population is moving south, S&P predictions vs actual
Join Chris Kaminski & Hao Dang as they discuss:➡️The Dow hits 40k! How does the Dow work anyway???➡️US population is moving south➡️S&P 500 predictions vs actual (spoiler, they suck)➡️Homeowners in Seattle are stuck in their low mortgage ratesTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 48 | Performance and politics, Fed confidence, earnings, celebrating a job report miss
Join Chris Kaminski & Hao Dang as they discuss:➡️Measuring Fed confidence➡️Party's over: Performance and politics➡️Earnings scorecard➡️Celebrating a miss in the jobs reportTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 47 | 10 best performing stocks? Not what you think. Gold? Not as shiny as you think
Join Chris Kaminski & Hao Dang as they discuss:➡️Past periods of market ups like now, and how common they are➡️Gold: Not as shiny as you may think➡️S&P 500 YOY earnings is projected at 7%➡️10 best performing stocks, they aren't what you think they areTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Q2 2024 Market Commentary - AI Winners Stand Out from the Losers
Welcome to our Q2 2024 market commentary!Join us as we discuss:➡️Q1 review➡️AI winners and losers➡️Our outlook➡️Japan & IndiaTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 46 | Q1 recap, Disney's proxy fight, jobs report crushes, do anything but stay in cash
Join Chris Kaminski as he runs solo today to discuss:➡️A recap of Q1 2024 market performance➡️The jobs report crushes it, and the market loves it➡️Do anything but stay in cash➡️Disney's proxy fight (did anyone see this??)To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 45 | NAR settles, say "AI" and your stock goes up, analysts predict 7% up from here
Join Chris Kaminski & Hao Dang as they the discuss:➡️The NAR settlement➡️How top companies don't remain at the top forever➡️GDP growth➡️S&P 500 companies say "AI" and their stock goes up➡️Analysts predict 7% up from hereTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 44 | Google's Gemini problem, Altman vs Musk, stocks are expensive
Join Chris Kaminski & Hao Dang as they discuss Google's Gemini problem, Altman vs Musk, how the stock market is expensive right now, and Trump slams Meta sending shares down 5%. To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 43 | Lyft earnings typo, NVDA and AI, England & Japan are in recession
Join Chris Kaminski & Hao Dang as they discuss the typo in Lyft's earnings report, NVDA earnings and AI, England and Japan fall into recession, retail investors are incredibly bullish, and did you know that 22% of returns over 100 years came from 5 stocks? To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 42 | Layoffs spike in January 2024, all-time highs, Nvidia is bigger than Amazon
Join Chris Kaminski & Hao Dang as they discuss the spike in layoffs in January 2024, the S&P 500 hits 5000 which is an all-time high, and that Nvidia is now bigger than Amazon.To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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Episode 41 | Marcus special CD rate, Chris' 529 plan, Loud Budgeting
Join Chris Kaminski & Hao Dang as they discuss the special CD rate that Chris received on his Marcus HYSA. Remember that 529 plan that Chris started? It's up, a lot. Retail spending...still higher. And "Loud Budgeting."To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to [email protected]/disclosures
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ABOUT THIS SHOW
This is a show about markets, investing, and financial planning. Join us as we cover current events that are in the news and answer top of mind questions from our listeners. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures
HOSTED BY
Consilio Wealth Advisors
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