All Episodes
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 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.
Monday, August 1st.
Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions material...
Monday, July 25th.
BIG week of earnings. Price action, the labor market, pessimism, and a U-shaped recovery. Ahead of a huge week of earnings, members of the Investment Committee share t...
Monday, July 18th.
Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability.
Monday, July 11th.
This week, a SWOT analysis of value and growth stocks in light of the first half of the year.
Tuesday, July 5th.
Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast.