Podcast Episodes
Back to SearchAreas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22
Stocks are on the rebound again, as the Nasdaq tries to string together a four-session win streak. We’ll look at what’s prompting this change in inve…
3 years, 9 months ago
“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22
Ahead of the Fed minutes, one market strategist tells us why this is “the weirdest economy” she’s ever seen, and why she’s sticking with one beaten-d…
3 years, 9 months ago
Inflation vs. Recession, and Strong Dollar Trades 7/5/22
It’s a new week, but the same old story as stocks sell off once again. It comes as concerns of a possible recession continue to grow, especially in E…
3 years, 9 months ago
Data Dilemma, State of the Unions, and Three Buys & A Bail 7/1/22
The chorus of calls that we’re already in a recession is growing, and yet data continues to show signs of strength. Is the data just lagging, or a di…
3 years, 9 months ago
From the Desk of Kelly Evans: Jobs, not GDP, are the key 6/30/22
Kelly explains why the labor market is key to where the economy goes from here.
3 years, 9 months ago
Time for a turnaround?, Crypto Carnage, and I-P-OMG 6/30/22
Stocks are lower again today, as we close out the worst first half since 1970. But previous bad starts have been followed by strong finishes. Is ther…
3 years, 9 months ago
Second half playbook, the Great Crypto Unwind, and time to play offense? 6/29/22
The S&P 500 is on pace for its worst first half since 1970. Will it be different story in the back half of 2022? We’ll look at the dynamics at play a…
3 years, 9 months ago
Recession obsession, Retail Wreck, and Chex & Paychex 6/28/22
Ark Invest’s Cathie Wood says the U.S. is already in a recession. But Fed Official John Williams says the economy is “strong.” Who’s right, and what …
3 years, 9 months ago
From the Desk of Kelly Evans: Things are looking up 6/28/22
Kelly explains how there are signs the macroeconomic environment is actually improving.
3 years, 9 months ago
Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22
Stocks are trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll…
3 years, 9 months ago