Swiss cheese agreements.
Overspending by big tech – could that be their downfall?
A rate cut in the dark and AI’s Impact on Future Workforce.
Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.
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It’s time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest – Danielle DiMartino Booth – the “Fed watcher”
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Bank earnings – looking good so far (for the big boys).
CHINA TRADE WAR – but what that really mean?
10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out?
And our guest, Howard Lindzon, Founder of Social Leverage.
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The government is shutdown – How long this time?
The Bubble – how much longer can it last?
The healthcare sector gets a needed boost….
Guest: Tom Nelson, Franklin Templeton Funds
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Tom Nelson is a senior vice president and head of asset allocation portfolio management...
October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
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Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics)...
Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
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Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined...
The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
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Patrick Camuso is...
Inflation is up and its down.
We have revisions and a weakening jobs market.
10yr Treasury trying to break below 4%.
And a new top dog is crowned.
Our guest, Peter Schiff of Europacific Global.
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Peter Schiff began his investment career as a financial consultant with Shearson...
We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values – are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Agentic AI – something to...
Markets react to the chance of a rate cut.
Summertime lull was anything but boring.
September and October await – two of the seasonally worst months for markets.
And our guest – Danielle Park, Venable Park Investment Counsel Inc.
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Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
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Noland started in the financial services...
Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment...
