Episodes

  • Economic Data Continues to Positively Surprise - PCE Inflation This Week

    Economic Data Continues to Positively Surprise - PCE Inflation This Week
    Nov 25 2024
    10 mins
  • Valuation Gap Between Stocks & Bonds Widens

    Valuation Gap Between Stocks & Bonds Widens
    Nov 18 2024
    12 mins
  • Red Wave, Markets Surge, Inflation Up - Fed Cuts Rates

    Red Wave, Markets Surge, Inflation Up - Fed Cuts Rates
    Nov 12 2024
    13 mins
  • Post Election Economic & Market Commentary 11_06_2024

    Post Election Economic & Market Commentary 11_06_2024
    Nov 6 2024
    17 mins
  • Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap?

    Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap?
    Nov 4 2024
    17 mins
  • With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget

    With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget
    Oct 28 2024
    17 mins
  • Trump victory now more likely than now. What does it mean for capital markets?

    Trump victory now more likely than now. What does it mean for capital markets?
    Oct 21 2024
    17 mins
  • Fed Taking Big Risk with Inflation Assumptions

    Fed Taking Big Risk with Inflation Assumptions
    Oct 13 2024
    11 mins