Episode Details

Dave Spano and Dr. Brian Jacobsen look beyond the headlines of a seemingly positive third quarter, revealing a market where only a handful of stocks carried the major indexes to record highs while the average stock struggled. They break down the quarter's biggest themes, including the evolving AI trade, the Federal Reserve's return to rate hikes, rising Treasury yields, and the ongoing impact of geopolitical and trade tensions. Plus, they discuss why strong corporate earnings and a resilient labor market continue to support the economy, even as consumer sentiment remains surprisingly weak.  Also, the COO of the Milwaukee Brewers, Marti Wronski joins the show to talk about her journey and helping to run a professional baseball organization.