Jan 2024 — Mar 2024
Mar 15, 2024 • 40 minutes
The guys discuss the current state of the energy sector with a focus on fossil fuels, the truth behind its past, and what the future holds for the world's dominant energy source.
Mar 1, 2024 • 24 minutes
PCE vs CPI reports, which tells us the real story on inflation?
Feb 23, 2024 • 25 minutes
Jason and Mark discuss the AI euphoria in the market and its impact on chipmakers, semiconductors, and tech companies.
Feb 9, 2024 • 37 minutes
Jason and Mark discuss the strong start to 2024 in the equity markets and where we go from here. They also touch on the massive foreign buying of our 10-yr. Treasury debt, and how investors usually get it wrong about interest rates.
Jan 26, 2024 • 40 minutes
We discuss the updated Tax rules and contribution limits, as well as dive into the latest inflation and GDP data and how these numbers will affect the Fed's plans moving forward.
Jan 19, 2024 • 27 minutes
Jason & Mark discuss Taiwan Semiconductors' emergence from the saber-rattling of China and how geopolitical tensions play a small part in long-term portfolios.
Jan 13, 2024 • 35 minutes
Mark and Jason guide you through an engaging discussion on the race for tech supremacy! Dive into the rise of Nvidia, the SEC's nod to Bitcoin ETFs, and explore other crucial topics.
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