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Episode | Date |
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5.27.25 - The U.S. Steel/Nippon Steel Merger Potential Impacts
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May 28, 2025 |
5.12.25 - Analyzing the Federal Reserve’s Recent Announcement
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May 13, 2025 |
4.29.25 - Are Tariff Impacts Starting to Show?
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Apr 29, 2025 |
4.14.25 - What Are Bond Markets Suggesting?
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Apr 15, 2025 |
3.31.25 - Analyzing the Extreme Market Sentiment
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Apr 01, 2025 |
3.17.25 - The Current Drawdown of US Stocks
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Mar 17, 2025 |
3.1.25 - Can We Trust the Rally in Chinese Stocks?
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Mar 03, 2025 |
2.25.25 - How Could Tariff Policies Affect the Economy?
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Feb 25, 2025 |
2.17.25 - Analyzing Fourth Quarter Earnings
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Feb 19, 2025 |
2.3.25 - New Tariff Policies and the Stock Market
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Feb 05, 2025 |
1.21.25 - International Stock Considerations
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Jan 21, 2025 |
1.6.25 - Initial Thoughts on 2025 Financial Markets
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Jan 07, 2025 |
12.23.24 - Are Commercial Property Prices Improving?
|
Dec 23, 2024 |
12.16.24 - Market Participation Broadening Out?
|
Dec 16, 2024 |
12.5.24 - Another Expectations Mismatch In 2025?
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Dec 05, 2024 |
11.25.24 - The US Consumer Remains Resilient
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Nov 25, 2024 |
11.11.24 - Interest Rate Cuts Yet Again...
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Nov 11, 2024 |
11.4.24 - Office Real Estate Continues to Smolder
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Nov 05, 2024 |
10.28.24 - How Low Can You Go?
|
Oct 28, 2024 |
10.21.24 - S&P 500 Earnings First Look
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Oct 21, 2024 |
10.14.24 - Is The Yield Curve Normalizing?
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Oct 14, 2024 |
10.7.24 - Analyzing Food Price Inflation
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Oct 07, 2024 |
9.30.24 - China On The Rise
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Sep 30, 2024 |
9.17.24 - Analyzing the US Consumer Price Index
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Sep 17, 2024 |
9.9.24 - Yield Curve Returns To A Positive Slope
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Sep 09, 2024 |
8.26.24 - Potential Impact of Rate Cuts on Bonds
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Aug 26, 2024 |
8.19.24 - Inflation Continues To Trend Lower
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Aug 19, 2024 |
8.12.24 - Volatility Will Be With Us...
|
Aug 12, 2024 |
8.5.24 - Discussing The Turbulence From Asia
|
Aug 05, 2024 |
7.29.24 - Supportive Equity Market Momentum
|
Jul 29, 2024 |
7.22.24 - A Durable Equity Rotation?
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Jul 22, 2024 |
7.15.24 - S&P 500 Earnings Durability
|
Jul 15, 2024 |
7.8.24 - Market Concentration Set To Lessen
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Jul 08, 2024 |
7.1.24 - US Election Turbulence Ahead?
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Jul 01, 2024 |
6.24.24 - Electric Vehicle Industry Pain
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Jun 24, 2024 |
6.17.24 - Office Delinquency Rate Is Rising
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Jun 17, 2024 |
6.10.24 - The Low Volatility Puzzle
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Jun 10, 2024 |
6.3.24 - Analyzing Election Year Performance
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Jun 03, 2024 |
5.20.24 - Is Inflation Cooling?
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May 20, 2024 |
5.13.24 - Politics and Investing
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May 13, 2024 |
4.29.24 - Japanese Currency Crisis?
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Apr 29, 2024 |
4.22.24 - Early Q1 Earnings Picture
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Apr 22, 2024 |
4.15.24 - What Could Gold Be Telling Us?
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Apr 15, 2024 |
4.8.24 - What Could Derail The Rally In Stocks?
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Apr 08, 2024 |
3.25.24 - A Look At Financial Conditions
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Mar 25, 2024 |
3.18.24 - Bonds Not Buying Rate Cuts... Yet
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Mar 18, 2024 |
3.11.24 - This is What Momentum Looks Like
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Mar 11, 2024 |
3.4.24 - Bitcoin Approaches All Time Highs
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Mar 04, 2024 |
2.26.24 - Are High Interest Rates Impacting Corporate America?
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Feb 26, 2024 |
2.12.24 - Investing At All Time Highs
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Feb 12, 2024 |
2.5.24 - 2000 vs. 2024 Market Dynamics
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Feb 05, 2024 |
1.29.24 - The Changing Market Structure
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Jan 29, 2024 |
1.22.24 - What's Going On With China?
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Jan 22, 2024 |
1.8.24 - Are Investor Expectations Too High?
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Jan 08, 2024 |
12.18.23 - Do Markets Have Reason for Optimism?
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Dec 18, 2023 |
12.11.23 - Where Are We Now With Inflation?
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Dec 11, 2023 |
12.4.23 - The Frozen Housing Market
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Dec 04, 2023 |
11.27.23 - Could We Have Rate Cuts in 2024?
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Nov 27, 2023 |
11.13.23 - Digital Asset Revival
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Nov 13, 2023 |
11.6.23 - Unemployment and the S&P 500
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Nov 06, 2023 |
10.30.23 - Could Earnings Be Better Than Expected?
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Oct 30, 2023 |
10.23.23 - Volatility Returns to Markets
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Oct 23, 2023 |
10.16.23 - Trouble with Smallcaps?
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Oct 16, 2023 |
10.9.23 - Leading Economic Index Trend
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Oct 09, 2023 |
10.2.23 - The Past, Present, & Future of Bonds
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Oct 02, 2023 |
9.25.23 - Market Concentration Update
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Sep 25, 2023 |
9.11.23 - Politics and the S&P 500
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Sep 11, 2023 |
8.28.23 - Should We Add to International Holdings?
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Aug 28, 2023 |
8.21.23 - Big Trouble in Little China
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Aug 21, 2023 |
8.14.23 - Where Could Yields Go From Here?
|
Aug 14, 2023 |
8.7.23 - What's Driving Recent Investor Anxiety?
|
Aug 07, 2023 |
7.31.23 - Earnings Season Update
|
Jul 31, 2023 |
7.24.23 - Perplexing Small Company Stocks
|
Jul 24, 2023 |
7.10.23 - Equity Market Dispersion is a Problem
|
Jul 10, 2023 |
6.26.23 - Could We See Similar Issues as the UK?
|
Jun 26, 2023 |
6.12.23 - When Should We Get Concerned?
|
Jun 12, 2023 |
6.5.23 - Are REITs Bottoming?
|
Jun 05, 2023 |
5.22.23 - Continued Dissonance in the Bond Market
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May 22, 2023 |
5.15.23 - High Yields Have Been Too Quiet...
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May 15, 2023 |
5.8.23 - How Could Inflation Impact the Tech Sector?
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May 08, 2023 |
5.1.23 - Is the Concentration of Gains Concerning?
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May 01, 2023 |
4.24.23 - The Debt Ceiling Saga Continues
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Apr 24, 2023 |
4.17.23 - What is Gold Telling Us?
|
Apr 17, 2023 |
4.10.23 - Is the Falling US Dollar a Problem?
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Apr 10, 2023 |
4.3.23 - Is the Energy Market Making a Comeback?
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Apr 03, 2023 |
3.27.23 - Is the Bank Stress Impact Starting to Show?
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Mar 27, 2023 |
3.20.23 - Global Banking Sector Shake-Up Continues
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Mar 20, 2023 |
3.13.23 - Addressing the Spike in Bank Closures
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Mar 13, 2023 |
3.6.23 - Is the 2021 Euphoria Exhausted?
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Mar 06, 2023 |
2.27.23 - Will Interest Rates Drop Anytime Soon?
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Feb 27, 2023 |
1.30.23 - Could Stocks Struggle in 2023?
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Jan 30, 2023 |
1.23.23 - What Could Future Returns Look Like?
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Jan 23, 2023 |
1.9.23 - Negative Yielding Debt a Thing of the Past?
|
Jan 09, 2023 |
12.19.22 - Is Trouble Brewing in CRE?
|
Dec 19, 2022 |
12.12.22 - Could Inflation Continue to Cool Off?
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Dec 12, 2022 |
12.5.22 - Is a Housing Collapse on the Horizon?
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Dec 05, 2022 |
11.28.22 - What is Notable About the Volatility Index?
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Nov 28, 2022 |
11.14.22 - Is CPI the Key Variable in the Markets?
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Nov 14, 2022 |
11.7.22 - What Does 1972 Suggest for 2023?
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Nov 07, 2022 |
10.31.22 - Rising Rates and Negative-Yielding Debt
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Oct 31, 2022 |
10.24.22 - Are Chinese Markets a Cause for Concern?
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Oct 24, 2022 |
10.17.22 - Is Bond Volatility Creating Stock Volatility?
|
Oct 17, 2022 |
10.10.22 - Do Bear Markets Lead to Bull Markets?
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Oct 10, 2022 |
10.3.22 - What Do Tame Credit Markets Indicate?
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Oct 03, 2022 |
9.26.22 - Impact of Currency Movements on Markets
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Sep 26, 2022 |
9.19.22 - Will the Bond Market Enter a New Phase?
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Sep 19, 2022 |
9.12.22 - What is the Yield Curve Telling Us?
|
Sep 12, 2022 |
8.29.22 - Impact of the European Energy Crisis
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Aug 29, 2022 |
8.22.22 - What Could "Real" Interest Rates Indicate?
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Aug 22, 2022 |
8.15.22 - Is Energy Really Overpriced?
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Aug 15, 2022 |
8.8.22 - Is This Recession a Game of Schematics?
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Aug 08, 2022 |
8.1.22 - Why Should We Stick with Bonds?
|
Aug 01, 2022 |
7.25.22 - Broader Upswing or Bear Market Rally?
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Jul 25, 2022 |
7.11.22 - What Is the Bond Market Telling Us?
|
Jul 11, 2022 |
6.27.22 - What's the Probability of a Recession?
|
Jun 27, 2022 |
6.13.22 - What Pulled Markets into a Vortex?
|
Jun 13, 2022 |
6.6.22 - Could History Repeat Itself?
|
Jun 06, 2022 |
5.19.22 - Where Do We Go From Here?
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May 19, 2022 |
5.9.22 - How Are Bonds Impacting Markets?
|
May 09, 2022 |
4.25.22 - China's Zero-COVID Policy Creating Issues?
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Apr 25, 2022 |
4.18.22 - Is Inflation Always Bad for Stocks?
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Apr 18, 2022 |
4.11.22 - How is Inflation Anxiety Impacting Bonds?
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Apr 11, 2022 |
3.28.22 - How Much Higher Could Yields Go?
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Mar 28, 2022 |
3.21.22 - What Caused Markets to Rally Last Week?
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Mar 21, 2022 |
3.14.22 - Why is Russia's Absence Impactful?
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Mar 14, 2022 |
3.7.22 - Will the Volatility and Inflation Continue?
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Mar 07, 2022 |
2.28.22 - Can Positive Earnings Outweigh Tensions?
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Feb 28, 2022 |
2.22.22 - How Could Russia/Ukraine Impact Markets?
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Feb 22, 2022 |
2.7.22 - Can a Positive Jobs Report Create Anxiety?
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Feb 07, 2022 |
1.31.22 - How Are Spooked Investors Reacting?
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Jan 31, 2022 |
1.24.22 - How Much Lower Could We Go?
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Jan 24, 2022 |
1.10.22 - Bond Yield Increase Cause for Concern?
|
Jan 10, 2022 |
1.3.22 - Could Fed Funds Tightening Affect Markets?
|
Jan 03, 2022 |
12.13.21 - What is Giving Investors Comfort?
|
Dec 13, 2021 |
12.6.21 - How Much Higher Could Inflation Get?
|
Dec 06, 2021 |
11.29.21 - New Variant Driving Negative Sentiment?
|
Nov 29, 2021 |
11.22.21 - Impact of COVID on Bond Yields in Europe
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Nov 22, 2021 |
11.15.21 - Rising Consumer Prices Raise Questions
|
Nov 15, 2021 |
11.8.21 - Understanding the Interest Rate Sensitivity
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Nov 08, 2021 |
11.1.21 - Significance of Upside in European Yields
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Nov 01, 2021 |
10.25.21 - Purchase Bitcoin ETFs with Caution
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Oct 25, 2021 |
10.18.21 - Are We Approaching Another Stagflation?
|
Oct 18, 2021 |
10.11.21 - A Look Within the Weak Jobs Report
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Oct 11, 2021 |
10.4.21 - Why Natural Gas Prices Are Spiking in 2021
|
Oct 04, 2021 |
9.27.21 - Deciphering the Fed's Press Releases
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Sep 27, 2021 |
9.20.21 - The "Sleepy" September Continues
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Sep 20, 2021 |
9.13.21 - Negative Surprise Data Cause for Concern?
|
Sep 13, 2021 |
9.7.21 - Challenging Yields Push Investors to Stocks
|
Sep 07, 2021 |
8.30.21 - European Earnings Are White Hot
|
Aug 30, 2021 |
8.23.21 - Is a Correction on the Horizon?
|
Aug 23, 2021 |
8.16.21 - Cryptocurrency Bounces Back
|
Aug 16, 2021 |
8.9.21 - Buyback Activity Increases Stock Demand
|
Aug 09, 2021 |
8.2.21 - What's Happening with Chinese Stocks?
|
Aug 02, 2021 |
7.26.21 - Will the Market Continue to Grind Higher?
|
Jul 26, 2021 |
7.19.21 - Is the Earnings Bar Set Too High?
|
Jul 19, 2021 |
7.6.21 - Unusual Sector Performance a Good Thing?
|
Jul 06, 2021 |
6.28.21 - What's in the New Infrastructure Bill?
|
Jun 28, 2021 |
6.21.21 - Is the Economic Comeback Sustainable?
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Jun 21, 2021 |
6.14.21 - Is Inflation "Transitory" or Here to Stay?
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Jun 14, 2021 |
6.7.2021 - Is the Federal Reserve Walking a Tightrope?
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Jun 07, 2021 |
5.24.21 - Bitcoin's Return to Volatile Trading
|
May 24, 2021 |
5.17.21 - Elon Musk Single-Handedly Tanks Bitcoin
|
May 17, 2021 |
5.10.21 - Could Pipeline Shutdown Impact Prices?
|
May 10, 2021 |
5.3.21 - Technology Sector Earns Big
|
May 03, 2021 |
4.26.21 - Impact of Proposed Capital Gains Tax Hikes
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Apr 26, 2021 |
4.19.21 - High Case Count a Cause for Concern?
|
Apr 19, 2021 |
4.12.21 - Is This As Good As It Gets?
|
Apr 12, 2021 |
4.5.21 - Jobs Report Boom Could Power Stocks
|
Apr 05, 2021 |
3.29.21 - Impact of Uneven Vaccine Delivery
|
Mar 29, 2021 |
3.22.21 - Fed Creates Potential Inflationary Pressures
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Mar 22, 2021 |
3.15.21 - Big Rotations = Good Opportunities
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Mar 15, 2021 |
3.8.21 - Growth vs Value Paradigm Changing
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Mar 08, 2021 |
3.1.21 - The Bond Market Grows More Volatile
|
Mar 01, 2021 |
2.22.21 - Are Bond Yields Becoming Problematic?
|
Feb 22, 2021 |
2.8.21 - Tesla Pushes Bitcoin To A New High
|
Feb 08, 2021 |
2.1.2021 - The r/wallstreetbets Short Squeeze
|
Feb 01, 2021 |
1.25.2021 - The Keystone Pipeline's Impact on Energy Prices
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Jan 25, 2021 |
1.11.2021 - Civil Unrest Hasn't Thrown Off Financial Markets.Yet.
|
Jan 11, 2021 |
12.21.20: Is Now The Time to Look Into Bitcoin?
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Dec 21, 2020 |
12.14.2020 - What Is Happening With Small Caps?
|
Dec 14, 2020 |
12.7.2020 - Market All-Time Highs. Again.
|
Dec 07, 2020 |
11.30.2020 - Small-Cap Versus Large-Cap
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Nov 30, 2020 |
11.23.2020 - Staggering Housing Sector Stats
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Nov 23, 2020 |
11.16.2020 - Rotation from Growth to Value Stocks
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Nov 16, 2020 |
11.09.2020 - The Market Reacts to The Election
|
Nov 09, 2020 |
11.2.2020 - Impact of Dr. Fauci's Forecast
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Nov 02, 2020 |
10.26.2020 - A Monumental Shift for Crypto
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Oct 26, 2020 |
10.19.2020 - The Resilience of the US Consumer
|
Oct 19, 2020 |
10.12.2020 - The Impact of a Contested Election
|
Oct 12, 2020 |
10.5.2020 - The Strong Close to Q3
|
Oct 05, 2020 |
9.28.2020 - The Strengthening of the US Dollar
|
Sep 28, 2020 |
9.21.2020 - Why The US Market is Moving Lower
|
Sep 21, 2020 |
9.14.20 - What Is Happening With US Stocks?
|
Sep 14, 2020 |
9.07.2020 - Warren Buffett Changes Direction
|
Sep 07, 2020 |
8.31.2020 - The Rise of the Equity Market
|
Aug 31, 2020 |