Podcast Episodes
Back to SearchThe dollar's slide and what it does to your foreign holdings
The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large…
2 weeks ago
Small caps woke up: is the rally finally broadening?
The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotatio…
2 weeks, 1 day ago
The Trillion-dollar Interest Bill Nobody Votes On
The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase…
2 weeks, 2 days ago
Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments
In the same week that vessel traffic through the Strait of Hormuz dwindled and a new Iran bill threatens to bar 'hostile' ships, Turkish officials co…
2 weeks, 3 days ago
Soft Jobs Report and the Dollar's New Direction: What It Means for Investors
A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what …
2 weeks, 6 days ago
U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities
A new report shows homes are selling below asking price in 38 of the 50 biggest U.S. cities, a signal that the long-dominant seller's market may be f…
3 weeks ago
S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026?
The S&P 500 is approaching another record high after a few weeks, powered in part by record-breaking options activity and a recovery from July's brie…
3 weeks, 1 day ago
The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?
Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calli…
3 weeks, 2 days ago
Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom
The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under…
3 weeks, 3 days ago
Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy
More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. T…
3 weeks, 6 days ago