Podcast Episodes
Back to Search$40 Trillion and Counting
Episode 90
This month, Peter and Jeff take on the United States’ $40 trillion national debt, discussing how we got here, what it could mean for the economy and …
4 hours ago
Bubble or Breakthrough?
Episode 89
This month, Peter and Jeff dig into the AI question everyone’s arguing about: Is this the internet in 1996 or the internet in 1999? They get into how…
1 month ago
Trump Accounts, Social Security and Market Correlation
Episode 88
This month, Peter and Jeff unpack the new Trump Accounts, dig into what the latest Social Security report means for future retirees, and explain why …
2 months ago
Hot Money: Private Credit and the IPO Frenzy
Episode 87
Summer is heating up, and so are the markets. This month, Peter and Jeff break down two of Wall Street’s hottest topics: the boom in private credit a…
3 months ago
One America, Two Economies
Episode 86
The stock market just hit another record high; so did your grocery bill. That’s the K-shaped economy in one sentence. One American is getting richer,…
4 months ago
What Does Conflict With Iran Mean for Investors?
Episode 85
Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for bro…
4 months, 4 weeks ago
Why Investors Are Moving Away From U.S. Stocks
Episode 84
After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major facto…
6 months ago
How Oil Prices Impact the Markets and Economy
Episode 83
Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the win…
7 months ago
AI, the Magnificent 7, Tariffs and Looking Ahead to 2026
Episode 82
From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful y…
8 months ago
Long-Term Mortgages, the Magnificent 7 and More
Episode 81
In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering …
8 months, 4 weeks ago