Podcast Episodes
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1-24-25 Using Drone Mentality For Financial Success
Richard and Jonathan discuss markets' response to initial flurry of activity from the Trump White House; commentary on TrumpCoin and turbo-charged cr…
11 months, 2 weeks ago
1-23-25 It's The Dollar, Stupid
What does the $500-B Stargate announcment really mean for the economy (remember Carrier's "on-shoring" of jobs)? Lance recounts the benefits and inno…
11 months, 3 weeks ago
1-17-25 What Fiduciary Advisors Can Learn From Jimmy Carter
1-17-25 What Fiduciary Advisors Can Learn From Jimmy Carter by Lance Roberts
11 months, 3 weeks ago
1-22-25 Are Returns Expectations To 2025 Too High
It isn’t just Wall Street analysts who are optimistic about 2025 returns. Retail investors are the most optimistic about higher stock prices in 2025 …
11 months, 3 weeks ago
1-16-25 CPI - What's Next
Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Ba…
11 months, 4 weeks ago
1-15-25 CPI Day - The Big Reveal
It's CPI Day (December Core Inflation clocked-in at a lower than expected .2%) so let's pin it all on the Fed. Weaker PPI & Higher Trasnportation cos…
11 months, 4 weeks ago
1-14-25 Tactically Bearish As Risks Increase
PPI & CPI Preview: Earnings season is about to commence, followed by the opening of the Buy Back window. Higher yields (and term premiums) are weighi…
11 months, 4 weeks ago
1-13-25 Investor Resolutions For 2025
The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of Calif…
1 year ago
1-10-25 What The Social Security Fairness Act Means For Your Retirement
Richard and Jonathan discuss the narratives that are driving the markets, and the fear factor for bond investors. Is the response to tariff threats a…
1 year ago
1-9-25 Why Are Bond Yields Rising
Markets barely achieved a positive close on Wednesday, to create a string of positive action for the first five trading days in January. (Markets are…
1 year ago