Podcast Episodes
Back to Search“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026
Episode 344
In today’s Stock Talk, I take a step back from the headlines and ask a question investors hear in every market cycle: is this time really different, …
3 days, 2 hours ago
AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 2, 2026
Episode 343
What if the AI boom isn’t another dot-com bubble at all, but the next great re-acceleration in markets? In this video, I break down the striking simi…
2 weeks, 4 days ago
Why Aren't Stocks Lower? Stock Talk Update, Friday March 27, 2026
Episode 342
What if the reason stocks aren’t falling harder in 2026 has less to do with headlines and more to do with what most investors are missing? In this vi…
3 weeks, 3 days ago
YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain?
Episode 341
This week, I break down why the market feels stuck and what’s really driving it. Stocks have now declined for three straight weeks, but this isn’t a …
4 weeks, 2 days ago
Go Time: Stock Talk Update, Friday March 13, 2026
Episode 340
I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&P 5…
1 month, 1 week ago
Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026
Episode 339
Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader …
1 month, 3 weeks ago
Rotation Nation - Look Before You Leap: Stock Talk Update, Friday February 20, 2026
Episode 338
Why is the S&P 500 flat in 2026 while small-cap value stocks and high-dividend sectors are quietly outperforming? In this market update, you’ll gain …
1 month, 4 weeks ago
2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026
Episode 337
Is the biggest surprise of 2026 already happening, and almost no one sees it yet? I break down what investors should be watching in the S&P 500, ea…
2 months ago
1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026
Episode 336
Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning s…
2 months, 3 weeks ago
Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026
Episode 335
A Key Risk for 2026 emerged quickly. What sparked the sudden market pullback, and how should investors should think about it calmly and clearly? I di…
2 months, 3 weeks ago