Podcast Episodes
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Shot Clock is Ticking
Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.
8 hours ago
Getting Long Bonds
Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.
1 week ago
Chips & Dips: The Semiconductor Trade
Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that o…
2 weeks, 2 days ago
The "Two-Speed" Market
Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.
1 month ago
Last Week’s Rally: Too Far, Too Fast?
Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.
1 month, 1 week ago
Low End Territory
Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate ear…
1 month, 1 week ago
Still in this Binary Market
Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.
1 month, 3 weeks ago
Navigating Volatility
Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.
2 months ago
Oil Futures and Midterm Elections
Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency t…
2 months, 1 week ago
Fate of the Market Hinges on Oil
Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.
2 months, 2 weeks ago