Podcast Episodes
Back to Search
1-29-25 Watching the Mega-cap Earnings Parade
Today is Mega-cap earnings Day, and there's also a lot of economic data to be revealed. Plus, this afternoon will see the latest announcement from th…
1 year, 2 months ago
1-28-5 The DeepSeek Knee Jerk
The race is on for dominance in the artificial intelligence arena with China's release of DeepSeek. Markets initially nose-dived Monday, but ended up…
1 year, 2 months ago
1-27-25 DeepSeek Or Deep Sink?
The unfolding of China's DeepSeek technology, and history's shortest trade war (with Colombia) highlighted the weekend. What are the investing opport…
1 year, 2 months ago
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…
1 year, 2 months 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…
1 year, 2 months 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
1 year, 2 months 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 …
1 year, 2 months 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 3 months ago