Episodes
7.22.24 - A Durable Equity Rotation?July 22, 2024
7.15.24 - S&P 500 Earnings Durability July 15, 2024
7.8.24 - Market Concentration Set To Lessen July 08, 2024
7.1.24 - US Election Turbulence Ahead?July 01, 2024
6.24.24 - Electric Vehicle Industry PainJune 24, 2024
6.17.24 - Office Delinquency Rate Is RisingJune 17, 2024
6.10.24 - The Low Volatility Puzzle June 10, 2024
6.3.24 - Analyzing Election Year PerformanceJune 03, 2024
5.20.24 - Is Inflation Cooling?May 20, 2024
5.13.24 - Politics and InvestingMay 13, 2024
4.29.24 - Japanese Currency Crisis?April 29, 2024
4.22.24 - Early Q1 Earnings PictureApril 22, 2024
4.15.24 - What Could Gold Be Telling Us?April 15, 2024
4.8.24 - What Could Derail The Rally In Stocks?April 08, 2024
3.25.24 - A Look At Financial ConditionsMarch 25, 2024
3.18.24 - Bonds Not Buying Rate Cuts... YetMarch 18, 2024
3.11.24 - This is What Momentum Looks LikeMarch 11, 2024
3.4.24 - Bitcoin Approaches All Time HighsMarch 04, 2024
2.26.24 - Are High Interest Rates Impacting Corporate America?February 26, 2024
2.12.24 - Investing At All Time HighsFebruary 12, 2024
2.5.24 - 2000 vs. 2024 Market DynamicsFebruary 05, 2024
1.29.24 - The Changing Market StructureJanuary 29, 2024
1.22.24 - What's Going On With China?January 22, 2024
1.8.24 - Are Investor Expectations Too High?January 08, 2024
12.18.23 - Do Markets Have Reason for Optimism?December 18, 2023