Happy holidays from Focus Partners’ Todd Jones and the “Two-Minute Market Focus” team! In the last episode of 2025, Todd shares his thoughts on market performance over the last quarter, earnings growth estimates for 2026, outlier risks, ...

While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on...

In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what th...

What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an u...

Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in ...