All Episodes
Are we in a melt-UP?
Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.
'Boring' is becoming the new 'interesting'
Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners
Tax Cut Trump or Tariff War Trump?
Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.
Election week
Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.
The Halloween Episode
Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
Recession warning signals
Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.
AI's 'green shoots'
Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while v...
The jobs number and incoming earnings
Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation po...
China's shock and awe
China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.
Housing, nukes, and volatility
Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.
Fed week
Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of...
Another hangover like 2019?
Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.
Time to cut? The Fed vs The Market
There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.
Volatility produces a lot of opportunity
Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.
Sometimes strengths can bleed over to weaknesses
Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.
"Trading last week looked...frightening"
Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.
Consumers gonna consume
It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emo...