Podcast Episodes
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Front‑Page Risk vs. Bottom‑Line Risk
Jason discusses how geopolitical conflicts are impacting markets and whether the recent selloff is temporary.
2 months, 3 weeks ago
Economic Fog is Thickening
Jason shares his thoughts on the global tariff ruling and near term volatility. He also discusses why he is long cybersecurity.
3 months ago
Market Reset
After a rocky week, Jason touches on why the markets were due for a reset and the importance of diversification. He also discusses how the everyday c…
3 months, 2 weeks ago
One Uncertainty Down, Two to Go
Jason discusses what is standing in between where we are and the S&P reaching 7700.
3 months, 3 weeks ago
The Intersection of Real Estate and Equity Markets with Ryan Serhant and Jason Katz
This episode features Ryan Serhant—Founder and CEO of SERHANT, a globally recognized real estate brokerage. Ryan shared his insights on the current N…
3 months, 4 weeks ago
Precious Metals and the Equity Market
Jason shares his thoughts on precious metals and the equity market and why the economy is “running hot."
4 months ago
Everything but the Mag 7
Jason touches on the market reaction to Powell. He then shares why he believes the real opportunity may be beyond the Mag 7.
4 months, 2 weeks ago
Impacts of Venezuela
Jason discusses the impacts the recent events in Venezuela will have on the markets - specifically Gold and Bitcoin.
4 months, 3 weeks ago
Outlook on Commodities, AI, and the Mag 7
Jason shares his outlook on commodities as we head into 2026. He also discusses where he sees AI and the Mag 7 going.
4 months, 3 weeks ago
Economy Running Hot
Jason discusses how the administration prioritizes growth and their clear incentives heading into midterms. He also shares how the macro environment …
5 months, 1 week ago