Podcast Episodes
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Market Rally and Municipal Bonds
Jason discusses today’s rally in the context of the government shutdown settlement. He also comments on the outcome of the NYC mayoral race and devel…
9 months, 4 weeks ago
A.I. Bubble and S&P Targets
Jason shares why this AI bubble is NOT the tech wreck 2.0. He also touches on the rise in S&P targets for mid-year 2026.
10 months ago
Rally Fears, Big Tech Earnings, and Silver
Jason discusses why this is the most hated rally of our time. He also shares what to expect from Big Tech earnings this week and his outlook on silve…
10 months, 1 week ago
Market Pullback and Healthcare Comeback
Jason shares his thoughts on the market pullback and why it may have been needed. He also discusses why now is the time to go long healthcare.
10 months, 3 weeks ago
Earnings, AI, and the Government Shutdown
Jason discusses the upcoming earnings season, the new wave of AI, and when/if the government shutdown will impact the markets.
11 months ago
The Economy and 401(k) Shifts.
Jason shares his thoughts on the resilient economy and why the Fed should still cut rates. He also touches on changes to investment opportunities in …
11 months, 1 week ago
Cash and Outlook on the Market
Jason shares his thoughts on cash and the importance of time in the market.
11 months, 1 week ago
Fed Decision Day
Jason shares his thoughts leading up to the Fed announcement today as well as how this will impact the amount of cash on the sidelines.
11 months, 3 weeks ago
Fed Pressure and CPI Expectations
Jason discusses how the pressure is mounting for the Fed to cut rates and his expectations for the CPI print.
1 year ago
September Volatility
Is September the worst month for the markets? Jason dives into the post-summer reality of the markets and why he expects volatility.
1 year ago