Nov 2023 — Jan 2024
Jan 5, 2024 • 33 minutes
Mark and Jason analyze the latest jobs data and how this could foreshadow the Fed's decision to cut rates in 2024. While providing insight into how the rate cuts could impact core bond holdings for the good.
Dec 21, 2023 • 60 minutes
Mark and Jason dive into what 2024 could bring for equities, fixed income, alternatives, the economy, and geopolitics in the Middle East, Asia, and Eastern Europe.
Dec 15, 2023 • 23 minutes
Join Jason Jacobi as he navigates the dynamics of the equity market surge, analyzes the Federal Reserve's historical performance, and provides critical insights into navigating selective equity and fixed-income strategies.
Dec 8, 2023 • 38 minutes
A deep dive into deflation vs disinflation, diversification amid a run-up in equities, and the current state of the labor market.
Dec 1, 2023 • 34 minutes
Equity Markets continue their strong rally even with a softening economic backdrop. But why?
Nov 17, 2023 • 14 minutes
With inflation cooling for producers and consumers, will markets continue their rally, or will a softening economic background be the Grinch that looks to steal our joy?
Nov 3, 2023 • 32 minutes
Markets have their best week in a long time; what gives? Jason and Mark discuss the overdue rally and its correlation to the current economic landscape.
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