The Pick-and-Shovel Winners Are Still Winning

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.  Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑...

Deteriorating Free Cash Flow Among AI Spenders

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.  We are seeing a collision between the massive potential of AI-driven productivity and the inflationar...

Narrow Job Growth and AI-Driven Productivity.

Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

Are Online Purchases Winning?

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Sticky Inflation 2.0

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

Where Money Is Going and Why It Matters

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

AI Shockwaves Reshape Market Winners Again

Will Gold Keep Going?

Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

Selective Strength in an AI Market

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

Software Sell-Off Can Lead To Compelling Investments

Hosted by Nick Hillstrom, Research Analyst.

Credit Card Caps?

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

No Santa Rally, Should We Still Believe?

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

Where is AI Headed In 2026?

Hosted by Director of Equity Research, Jason Cooper.

Market Broadening.

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

AI Bubble or Boom?

Hosted by Director of Equity Research, Jason Cooper.

Markets Rise, Risks Remain.

Hosted by Dr. Brian Jacobsen.

AI Hype, Valuation Risks Rising.

Hosted by Jacob Johnson, Assistant Research Analyst.

Tech Dominance, Policy Pressure.

Hosted by Derek Felske, Chief Investment Officer.

Tariffs and Tech Earnings.

How are tariffs and tech earnings shaping market turmoil right now?  Hosted by Jacob Johnson, Assistant Research Analyst.

The Shutdown Impact

Hosted by Jason Cooper, Director of Equity Research.