Podcast Episodes
Back to SearchHousing: The "Spring Season" Starts Now
Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see i…
5 months ago
The "Lunar New Year" Liquidity Pump
Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… …
5 months ago
The "Valentine's" Financial Audit
Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married J…
5 months ago
The "Super Bowl" Consumer Hangover
A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and P…
5 months ago
The "Midterm" Year Pattern
2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a ma…
5 months ago
The "Grid" Bottleneck: AI vs. Utilities
Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycl…
5 months, 1 week ago
Tax Season: The "Refund" Stimulus
As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to…
5 months, 1 week ago
The "Capex" War: Meta vs. Microsoft
Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency…
5 months, 1 week ago
The Super Bowl Indicator
As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking …
5 months, 1 week ago
The "Insurance" Inflation Spike
New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget …
5 months, 1 week ago