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?
Dec 1, 2023 • 34 minutes
Equity Markets continue their strong rally even with a softening economic backdrop. But why?
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 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 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.
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.
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.
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 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.
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.
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