Podcast Episodes
Back to SearchOne America, Two Economies
Episode 88
The stock market just hit another record high; so did your grocery bill. That’s the K-shaped economy in one sentence. One America is getting richer, …
5 hours 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 weeks, 1 day 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…
2 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…
3 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…
4 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 …
4 months, 4 weeks ago
How Does the Government Shutdown Impact the Markets?
Episode 80
This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on…
6 months ago
What Does the Fed’s Recent Move Mean for Markets?
Episode 79
The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previo…
7 months ago
Looking Back on Jonathan Clements’ Best Moments
Episode 78
Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s fi…
8 months ago
Concentration Risk, U.S. vs. International and the Bond Market Warning
Episode 77
We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U…
9 months ago