Podcast Episodes
Back to SearchCold as Ice? When the Numbers Are Strong but the Market Isn’t Impressed
Episode 203
As February closes, markets are grappling with a familiar tension: solid fundamentals meeting elevated expectations. This episode unpacks why strong …
8 months ago
Markets Digest Tariff Ruling as Inflation Pressures Persist
Episode 202
This week’s discussion reflects a market navigating slower growth and firmer inflation. Fourth‑quarter GDP shows a clear downshift, while PCE inflati…
8 months, 1 week ago
A Market in Motion: Inflation Softens, IPOs Pop, and AI Stirs the Pot
Episode 201
This week, we review a busy week of economic data, including updates on retail sales, employment, and inflation, and discuss what these signals mean …
8 months, 2 weeks ago
Jobs Cool, Chips Rule and Positioning While the Dollar Drifts
Episode 200
Markets absorbed a brief U.S. government shutdown, ongoing fourth‑quarter earnings, and fresh readings from the Institute for Supply Management: Serv…
8 months, 3 weeks ago
Fed Holds Rates Steady; New Fed Chair is Announced
Episode 199
The Fed stayed put, inflation hasn’t cooled enough, and investors are penciling in the next rate cut at mid‑year. A light data slate backed that view…
9 months ago
From Greenland to the Grid: What’s Moving Markets This Week
Episode 198
A steady, broadening market week: breadth improved beyond the mega‑caps, volatility’s blip faded, and PCE inflation continues to run at a pace consis…
9 months ago
The Fed, the Grid, and the Consumer: What’s Powering 2026 So Far?
Episode 197
A steady but complicated start to 2026: inflation isn’t flaring, retail spending held up, and the Beige Book nudged higher while jobless claims staye…
9 months, 2 weeks ago
A Crude Awakening: Venezuela, Energy, and Investor Signals
Episode 196
Happy New Year! In the first episode of 2026, we catch up on what we missed during the holiday break, and dig into the latest market and economic dev…
9 months, 2 weeks ago
Fed Fractures & Holiday Futures: The 2025 Market Wrap
Episode 195
In this week's episode, our experts discuss recent market activity, economic data delays due to the recent government shutdown, and the Federal Reser…
10 months, 2 weeks ago
AI‑n’t a Bubble (Yet): Winners, Losers, and the H1:2026 Equity Sprint
Episode 194
On this week’s episode, a busy week of mixed economic signals—initial jobless claims hit a very low 191,000 while ADP reported a -32,000 decline in p…
10 months, 3 weeks ago