Two Minutes with Todd Jones
All of the market information you need in 120 seconds or less.
Episodes
172 episodes since 2020
9.17.24 - Analyzing the US Consumer Price Index
In this week's episode, Todd provides an update on the market and analyzes August's US Consumer Price Index. ...
September 17, 2024
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2:28
9.9.24 - Yield Curve Returns To A Positive Slope
In this week's episode, Todd provides an update on the market and analyzes the US Treasury market yield curve.
September 09, 2024
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2:28
8.26.24 - Potential Impact of Rate Cuts on Bonds
In this week's episode, Todd provides an update on the market, analyzes what may happen to bonds when the Fed cuts rates, and explores whether office REITs are signaling the all clear in commercial real estate.
August 26, 2024
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4:00
8.19.24 - Inflation Continues To Trend Lower
In this week's episode, Todd provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators.
August 19, 2024
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3:45
8.12.24 - Volatility Will Be With Us...
In this week's episode, Todd provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor.
August 12, 2024
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2:30
8.5.24 - Discussing The Turbulence From Asia
In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up.
August 05, 2024
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2:43
7.29.24 - Supportive Equity Market Momentum
In this week's episode, Todd provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet.
July 29, 2024
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4:17
7.22.24 - A Durable Equity Rotation?
In this week's episode, Todd provides an update on the market and analyzes whether the "rotation" in markets could be durable. Click he...
July 22, 2024
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3:19
7.15.24 - S&P 500 Earnings Durability
In this week's episode, Todd provides an update on the market and analyzes the persistent underappreciation of earnings as measured by estimated versus actual.
July 15, 2024
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3:42
7.8.24 - Market Concentration Set To Lessen
In this week's episode, Todd provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance.
July 08, 2024
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3:24
7.1.24 - US Election Turbulence Ahead?
In this week's episode, Todd provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration.
July 01, 2024
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3:52
6.24.24 - Electric Vehicle Industry Pain
In this week's episode, Todd provides an update on the market, discusses the electric vehicle industry, and analyzes the May inflation report.
June 24, 2024
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3:13
6.17.24 - Office Delinquency Rate Is Rising
In this week's episode, Todd provides an update on the market, describes how office delinquency rates have evolved over time, and discusses supply and demand for equity.
June 17, 2024
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4:56
6.10.24 - The Low Volatility Puzzle
In this week's episode, Todd provides an update on the market, answers a common question from clients regarding volatility, and discusses whether history may be rhyming.
June 10, 2024
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4:41
6.3.24 - Analyzing Election Year Performance
In this week's episode, Todd provides an update on the market and explains how election year returns are, on average, positive. Click he...
June 03, 2024
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3:46
5.20.24 - Is Inflation Cooling?
In this week's episode, Todd provides an update on the market, discusses whether inflation could trend lower, and answers a common question we've been hearing from clients.
May 20, 2024
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4:22
5.13.24 - Politics and Investing
In this week's episode, Todd provides an update on the market and explains why a political affiliation can be a bad investment guide. C...
May 13, 2024
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2:46
4.29.24 - Japanese Currency Crisis?
In this week's episode, Todd provides an update on the market and analyzes the significant weakening of the Japanese Yen currency.
April 29, 2024
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3:09
4.22.24 - Early Q1 Earnings Picture
In this week's episode, Todd provides an update on the market, reviews the early first quarter earnings reports, and analyzes sector performance.
April 22, 2024
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3:27
4.15.24 - What Could Gold Be Telling Us?
In this week's episode, Todd provides an update on the market, provides an update on the US Consumer Price Index, and discusses what gold may be telling us.
April 15, 2024
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3:26
4.8.24 - What Could Derail The Rally In Stocks?
In this week's episode, Todd provides an update on the market, discusses US bond yields continuing to migrate higher in 2024, and analyzes what could derail the equity rally.
April 08, 2024
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3:20
3.25.24 - A Look At Financial Conditions
In this week's episode, Todd provides an update on the market, analyzes current financial conditions, and explains relative valuation.C...
March 25, 2024
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3:41
3.18.24 - Bonds Not Buying Rate Cuts... Yet
In this week's episode, Todd provides an update on the market and discusses the potential implications of bond yields remaining stubbornly high on shorter-term maturities.
March 18, 2024
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2:42