Podcast Episodes
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Mag 7 Market Shift
The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes …
2 months, 1 week ago
Strong Earnings, Fed Messaging, and Diversification
Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a …
2 months, 2 weeks ago
Market Success Creates New Challenges
Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B”…
2 months, 3 weeks ago
Market Rotation and Fed Decisions
Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.
3 months ago
AI Optimism and Consumer Opportunity
Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opp…
3 months ago
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.
3 months, 1 week 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.
3 months, 2 weeks 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…
3 months, 3 weeks 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.
4 months, 1 week 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.
4 months, 3 weeks ago