All Episodes

Displaying 91 - 120 of 130 in total

Monday, February 27th. A signal at the wrong time.

Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's imp...

Monday, February 20th. It still pays to be defensive

US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sens...

Monday, February 13th. Financial conditions have eased...for now.

Financial conditions have changed for now, but the inverted yield curve shows up twice: as a weakness and a threat. Fixed icome continues to be very attractive. 

Monday, February 6. Labor numbers and January markets.

Labor continues to be strong while the dollar rallies. Options create opportunities and the debt ceiling issue isn't going away.

Monday, January 30th. 2022's losers are the winners so far this year

2022's losers are the winners so far this year. Many areas are looking strong all at once.

Monday, January 23rd. "Congress Fiddling With The Debt Ceiling While Our Deficit Burns"

More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it...

Monday, January 16th. "They're playing chicken with the Fed."

Strength: the breadth of the market has been outperforming. Weakness: the consumer going forward and sales volume coming down. Opportunity: international and emerging ...

Monday, January 9th. Finding the floor.

Strength: market recovery vs. economic situation. Weakness: leading economic indicators showing signs of contraction. Opportunity: a gradual increase towards equities ...

Tuesday, January 3rd. 2022 review with a look ahead at '23.

Strengths include the Fed's resolve to tame inflation. One weakness is diversification; it was a bad year for balanced investors. 2023 will bring opportunity in small ...

Tuesday, December 27th. Focus on the labor market.

Anyone who wants a job can get one while economic growth is constrained by the labor market situation. Opportunities exist for companies that benefit from labor produc...

Monday, December 19th. Is the Fed winning the fight against inflation?

Is the Fed winning the fight against inflation? The all-important consumer's resolve might be dwindling. Diversification opportunities might exist outside the US. Is t...

Monday, December 12th. The difference between a 'correction' and a change in 'trend'.

Accelerated GDP growth...for now. A crisis of sentiment. Future returns of fixed income. The economy deteriorating in a recession.

Monday, December 5th. What are inverted yield curves telling us?

Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework?

Monday, November 28th. The pause vs the pivot

This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threa...

Monday, November 21st. Spending: good for now.....

This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed.

Monday, November 14th. Too early for market pricing assuming the end of a tightening cycle?

We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in internatio...

Monday, November 7th. China as a strength AND a threat?

This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate ...

Monday, October 31st. Winter is coming.

Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low.

Monday, October 24th. Time for patience?

Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threa...

Monday, October 17th. Last week: Hot CPI. This week, key earnings.

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor N...

Monday, October 10th. No surprise, matching weaknesses and threats.

Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.

Monday, October 3rd. Hello, Q4. It's been an interesting year.

Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance.

Monday, September 26th. The opportunity for active management.

Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management.

Monday, September 19th. The Fed has more work to do.

While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation.

Monday, September 12th. Threats and weakness from Europe.

The market is resilient, yet foreign oil could produce a European energy crisis.

Tuesday, September 6th. When the punchbowl is taken away too soon.

Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing.

Monday, August 29th.

Current low unemployment meets potentially fewer job openings.

Monday, August 22nd.

Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields.

Monday, August 15th.

For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wea...

Monday, August 8th.

What about those bonds? The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon.

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