Sep 2023 — Nov 2023
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.
Oct 27, 2023 • 17 minutes
Will surging bond yields stabilize, helping the markets? Jason discusses this and how we can look at the 10 & 30 yr. treasuries for hints.
Oct 19, 2023 • 32 minutes
Will surging bond yields stop the Fed's rate-hiking campaign? With all the uncertainty in the world, have markets digested that no one knows when the gloom will fade?
Oct 13, 2023 • 35 minutes
We discuss the Israel/Hamas Conflict and its repercussions for equities, oil, and interest rates. To finish the episode, we discuss the latest inflation report and where we go from here.
Oct 9, 2023 • 23 minutes
Stocks took a hit in Q3, but there are reasons to be optimistic, such as Japan's capitalist policies, for starters. We discuss this and much more about the hot jobs report, its relation to inflation targets, and the house speakership up for grabs.
Sep 29, 2023 • 31 minutes
Equities are taking a beating this month, with bond yields surging to their highest levels in a long time. How do we decipher the investing conundrum of a reduced risk premium amid decelerating inflation and a strong labor market?
Sep 22, 2023 • 39 minutes
In this week's edition, we discuss the Fed's decision to pause rates, the sell-off in September, gas/oil dominance shifting, and tie it all together in one inflation story!
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