Podcast Episodes
Back to Search2026 Market Outlook Preview: In Some Years, Being a Bull Rider is Harder
Episode 329
Markets have gone up since Covid, but the ride has been anything but smooth. In this video, I break down why market pullbacks are not rare events, ho…
8 months ago
You Get What You Pay For: Stock Market Update, Friday December 5, 2025
Episode 328
Market volatility isn’t a Black Friday sale, and in this video, I walk through why investors may experience drawdowns even during strong long-term ma…
8 months, 1 week ago
Technology Adoption Cycles: The AI Capex Spending Tsunami
Episode 327
Over the past decade, the “Magnificent 7” stocks grew rapidly by operating relatively asset-light businesses. But today, these same companies are all…
8 months, 3 weeks ago
What is a "K"-Shaped Economy? Stock Market Update, Friday November 21, 2025
Episode 326
What if I told you the shape of today’s economy might explain why some Americans feel prosperous while others feel like they are falling behind? In t…
8 months, 3 weeks ago
Our Song Remains the Same: Stock Market Update, Friday November 7, 2025
Episode 325
Today I’m blending a little classic rock with market insight to cut through the noise of bearish headlines and bubble talk. You’ll hear why I don’t a…
9 months, 1 week ago
AI Tech Stock Bubble? Stock Market Update, Friday October 24, 2025
Episode 324
Paul Tudor Jones recently said we’re in the “9th inning” of the AI tech stock bubble, the late stages of a market mania similar to 1999’s Dot-com pea…
9 months, 3 weeks ago
4Q25 Outlook: "Let's Get it Started" - V-Bottom Month 7. Stock Market Update, Friday October 17, 2025
Episode 323
Are we seeing the top of the AI boom or just another milestone in a long-term growth story? In this week’s Market Update, I examines whether Septembe…
10 months ago
A September to Remember: 21 Trading days. Stock Market Update, Friday October 10, 2025
Episode 322
Maybe five or ten years from now, we’ll look back and wonder if September 2025 was the top of the AI boom. Personally, I doubt it. For now, those who…
10 months, 1 week ago
V-Bottom Recovery: Month 6 – What to Buy. Stock Market Update, Friday Sept 26, 2025
Episode 321
In this week’s market update, I walk through the lessons from the sharp April selloff, why our team viewed it as a classic “V-bottom” recovery, and h…
10 months, 3 weeks ago
V-Bottom Recovery-The Beat Goes On-What's Next? Stock Market Update, Friday Sept 19, 2025
Episode 320
Are we in the middle of a historic V-bottom recovery that mirrors the Dotcom boom, but this time fueled by AI? In this week’s update, I break down wh…
10 months, 4 weeks ago