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 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.
Feb 15, 2024 • 72 minutes
We talk with the former world record holder and Olympic Gold medalist, Kaitlin Sandeno, about all things sports, setbacks, mental and physical preparedness, and the current state of athletics in the US and abroad.
Feb 23, 2024 • 25 minutes
Jason and Mark discuss the AI euphoria in the market and its impact on chipmakers, semiconductors, and tech companies.
Mar 1, 2024 • 24 minutes
PCE vs CPI reports, which tells us the real story on inflation?
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