EP3: Market Update 1/26/24

EP3: Market Update 1/26/24

Hosts Victor Beck and Hunter Beck recap major events from the past two weeks, discussing Equity Markets, Earnings Reports, GDP, the latest Purchasing Managers Index (PMI) report, Personal Consumption Expenditures (PCE), and what to watch in the coming weeks.

Episoder(78)

Are Markets Properly Pricing Iran Risk? - Investment Implications

Are Markets Properly Pricing Iran Risk? - Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scen...

4 Mar 32min

2026 Outlook Final Episode - Sector Selection

2026 Outlook Final Episode - Sector Selection

In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors...

19 Feb 44min

2026 Outlook | Episode 2: Macro Drivers

2026 Outlook | Episode 2: Macro Drivers

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook and the major macro themes to keep an eye on. This is episode two of a three-part series, covering year-ahead ex...

19 Feb 28min

2026 Outlook: The Year Ahead

2026 Outlook: The Year Ahead

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook for AI and strategic industrials & materials. This is episode one of a three part series, covering year-ahead ex...

19 Feb 34min

The Fed Cuts - What's Next?

The Fed Cuts - What's Next?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the latest Fed action, their trajectory, and what they expect to come next. Interest rates are vital to the economy, and each move ...

21 Jan 23min

Beyond the Headlines: Fundamentals vs Fear in the Stock Market

Beyond the Headlines: Fundamentals vs Fear in the Stock Market

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the drivers behind recent market action, the current state of corporate earnings, and what they're expecting for the rest of the ye...

21 Jan 25min

Corporate Exceptionalism is Back

Corporate Exceptionalism is Back

In the latest episode of Beckonomics, Victor and Hunter Beck discuss recent earnings reports, the state of the economy, and that of corporations. Does strong corporate performance stem from strong und...

17 Des 202526min

All that Glitters is Gold

All that Glitters is Gold

In the latest episode of Beckonomics, Victor and Hunter Beck discuss Gold's incredible year-to-date performance, it's drivers and future prospects for the yellow metal. They address the top forces tha...

23 Okt 202520min

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