AI fueling capital spend

Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

The weakening labor market

Hosted by Jason Cooper, Director of Equity Research. 

The August (strength) surprise

Hosted by Matt Morzy, Director of Research

2 cuts by Christmas?

Hosted by Ken Bellinger, Research Analyst

Resilience & Rebounds

Hosted by Chief Economic Strategist Brian Jacobsen.

Earnings beats galore

Hosted by Jason Cooper, Director of Equity Research

The job report gets a 'D'

Hosted by Brian Jacobsen, Chief Economist

Stock dips and growth

Hosted by Matt Morzy, Director of Research.

The consumer remains strong

Hosted by Ken Bellinger, Research Analyst.

A mixed bag

Hosted by Brian Jacobsen, Chief Economist. 

2025 so far

Hosted by Jason Cooper, Director of Equity Research

Valuation threats

Hosted by Matt Morzy, Director of Research. 

It pays to be diversified

Hosted by Jason Cooper, Director of Equity Research

Tech trade roars back

Hosted by Derek Felske, Chief Investment Officer.

Cognitive dissonance

Hosted by Brian Jacobsen, Chief Economist. 

An opportunity to rebalance

Hosted by Derek Felske, Chief Investment Officer. 

Policy uncertainty continues

Hosted by Ken Bellinger, Research Analyst.

Tariffs now, Tax cuts later

Hosted by Matt Morzy, Director of Research. 

Intentional Inactivity

Hosted by Jason Cooper, Director of Equity Research.

Mangled/Tangled 'Magnificent' 7.

Host by Brian Jacobsen, Chief Economist.