Podcast Episodes
Back to Search
Headwinds versus Tailwinds
Jason and Jordan discuss the opposing sides of the market right now: the war, oil, fed, and the other side being strong earnings.
11 hours ago
Fed Communication and UBS Targets
Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. …
1 week, 2 days ago
Higher Yields and Higher Targets
Today, Jason and Ryan explained why earnings remain the key driver for stocks, even as long-term interest rates move higher. They also discussed the …
2 weeks, 2 days ago
AI Boom & the Next Wild Card for Markets
Jason and Jordan discuss why they believe we are living in a golden age of AI, and how it is driving the market rally and broader economic growth. Th…
3 weeks, 2 days ago
Positive Earnings Season
Jason and Ryan discuss the market optimism giving the recent positive earnings season. They also review why Jason believes the jobs report will lead …
4 weeks, 2 days ago
The AI Trade
Jason and Ryan discuss the AI trade and how it is "catching its breath." They also review why Jason believes leverage is responsible for volatility, …
1 month ago
Will EPS Season Become Worry Season?
Jason and Jordan discuss how the AI debate has shifted from imagination to the application stage as investors focus on which companies can translate …
1 month, 1 week ago
Tech Hiccup
Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then tak…
1 month, 2 weeks ago
Market Resilience & Earnings Validation
Jason and Jordan discuss how markets continue to look past geopolitical tensions, with investors viewing Iran-related volatility as manageable and un…
1 month, 3 weeks ago
Goldilocks Setup
Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.
2 months ago