Podcast Episodes
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Shot Clock is Ticking
Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.
10 hours ago
Getting Long Bonds
Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.
1 week ago
Chips & Dips: The Semiconductor Trade
Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that o…
2 weeks, 2 days ago
The "Two-Speed" Market
Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.
1 month ago
Last Week’s Rally: Too Far, Too Fast?
Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.
1 month, 1 week ago
Low End Territory
Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate ear…
1 month, 1 week ago
Still in this Binary Market
Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.
1 month, 3 weeks ago
Navigating Volatility
Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.
2 months ago
Oil Futures and Midterm Elections
Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency t…
2 months, 1 week ago
Fate of the Market Hinges on Oil
Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.
2 months, 2 weeks ago