Podcast Episodes
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July 1st, 2026
Season 26 Episode 98
Banks - KBE breakout from 2007 GFC highs
Gold - Bottoming process...looking like 1973, 2006 now all similar
Jobs - AI not killing jobs like thought?
Bec…
3 months ago
June 30th, 2026
Season 26 Episode 97
Google - added to the Dow today
Fair Value - S&P 500 can reasonably be called a fair vlaue buy right now
LAG 7 - Is this group ready for a catch up tra…
3 months ago
June 29th, 2026
Season 26 Episode 96
GOLD - Dollar Rally would not be kind to gold
Oil - dropping
Yield curve - tightening
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3 months ago
June 26th 2026
Season 26 Episode 95
AI - more profits than you think
JUNE - markets have not peaked in June
VIX - expect some volatility
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3 months ago
June 25th, 2026
Season 26 Episode 94
YIELDS - inflation and yield highs are likely in
MAG 7 to LAG 7
CASH - lots of money on the sidelines
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3 months, 1 week ago
June 24th, 2026
Season 26 Episode 93
South Korea - mayhem or opportunity
AI and productivity
Same Store sales - growth
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3 months, 1 week ago
June 23rd, 2026
Season 26 Episode 92
Oil vs SP500
US Dollar - like 1995?
Valuation vs. Profitability
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3 months, 1 week ago
June 22nd, 2026
Season 26 Episode 91
Oil
US Dollar - Breakout!
Fear - Saul Good...man (Goodman)...for the Better Call Saul lovers
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3 months, 1 week ago
June 18th, 2026
Season 26 Episode 90
Gold - ugly
Transports - testing
Yield curve - didn't like Warsh comments
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3 months, 2 weeks ago
June 17th, 2026
Season 26 Episode 89
Flows
Booming capital issuance
credit growth
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3 months, 2 weeks ago