
Ep. 109 - The Latest Inflation Numbers Are BULLISH
In this week's podcast, we discuss CPI and what it means for stocks going forward. How growth plays a role in this equity rally, and when it will end. We've got you covered with thrilling market stat...
12 Huhti 202432min

Ep. 108 - Is It Time To Sell Everything?!
In this week's podcast, we discuss today's move and why it occurred, as well as what this means for our outlook. We've got you covered with thrilling market statistics, exciting upcoming events, and ...
5 Huhti 202426min

Ep. 107 - What Your NEED To Know About Inflation Expectations
In this week's podcast, we discuss our thoughts on current inflation expectations and where we see it going from here, as well as what to look for to understand how base effects work. We've got you c...
31 Maalis 202429min

Ep. 106 - The Hard Landing Is Not Coming
In this week's podcast, we talk about stage 3 and whether the Fed can actually pull off the soft landing. What a soft landing means for stocks, and what the Fed said during FOMC. We've got you covere...
24 Maalis 202428min

Ep. 105 - What Needs To Happen For A Market Crash
In this week's podcast, we talk in-depth about volatility and what needs to occur for stocks to sell off further. We've got you covered with thrilling market statistics, exciting upcoming events, and...
17 Maalis 202418min

Ep. 104 - What Gold and Volatility Signaling
In this week's podcast, we discuss the recent move in gold and what it means for the overall market, as well as the recent action in VIX and how it is affecting this rally we're seeing in stocks. We'...
10 Maalis 202426min

Ep. 103 - How Our Quant Model Is Trading
In this week's podcast, we recap our models performance YTD, and how we expect inflation and growth to play out over the next several months. We've got you covered with thrilling market statistics, e...
3 Maalis 202424min

Ep. 102 - Is There Risk Of Another Inflation Wave?
In this weeks podcast we talked about the odds of another inflation wave and what the market is pricing in terms of inflation expectations, as well as the latest Rivian earnings. We've got you covere...
25 Helmi 202432min



















