Podcast Episodes
Back to SearchMartin Luther King Jr. Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
5 months, 3 weeks ago
The "Cyber" Supercycle: The New Utility
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" o…
6 months ago
The Iran Escalation: The "Strait" Jacket on the Economy
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20…
6 months ago
CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaki…
6 months ago
Emerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potential…
6 months ago
Housing: The "Lock-In" Thaw
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to t…
6 months ago
The Yield Curve "Un-Inversion"
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often prece…
6 months, 1 week ago
The 2026 "Great Rotation": Tech vs. The Old Economy
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether thi…
6 months, 1 week ago
The "January Barometer"
Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical …
6 months, 1 week ago
The "Cash Trap" of 2026
For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your incom…
6 months, 1 week ago