Podcast Episodes
Back to SearchSunday, April 13th. Whiplash.
Episode 282
It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Da…
1 year, 6 months ago
Sunday, April 6th. Roll with the punches.
Episode 281
In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobse…
1 year, 6 months ago
Sunday, March 30th. Inflation: A race to the middle.
Episode 280
Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present …
1 year, 6 months ago
Sunday, March 23rd. Powell’s presser: transitory is back.
Episode 279
Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn …
1 year, 6 months ago
Sunday, March 16th. Policy: Chainsaws over scalpels
Episode 278
Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from…
1 year, 7 months ago
Sunday, March 9th. Patience trumps action.
Episode 277
Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more…
1 year, 7 months ago
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Episode 276
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our We…
1 year, 7 months ago
Sunday, February 23rd. Inflation: Profits before prices?
Episode 275
Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses wi…
1 year, 7 months ago
Sunday, February 16th. Growth: The trend is your friend
Episode 274
Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than e…
1 year, 8 months ago
Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
Episode 273
It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program…
1 year, 8 months ago