Podcast Episodes
Back to SearchSunday, July 14th. A September cut?
Episode 243
A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about…
2 years, 3 months ago
Sunday, July 7th. Scary Summer for growth?
Episode 242
What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What…
2 years, 3 months ago
Sunday, June 30th. Don't invest your politics
Episode 241
Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our…
2 years, 3 months ago
Sunday, June 23rd. Rethinking the 60/40 portfolio.
Episode 240
Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 an…
2 years, 4 months ago
Sunday, June 16th. "Modest progress" on inflation.
Episode 239
Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the…
2 years, 4 months ago
Sunday, June 9th. Spending growth negative. Real earnings growth was flat.
Episode 238
Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more ab…
2 years, 4 months ago
Sunday, June 2nd. Inflation: An unclear target
Episode 237
Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Lea…
2 years, 4 months ago
Sunday, May 26th. It's NVIDIA's world, we just live in it.
Episode 236
A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex…
2 years, 5 months ago
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
Episode 235
CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Bri…
2 years, 5 months ago
Sunday, May 12th. Earnings are all over the place.
Episode 234
Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch …
2 years, 5 months ago