Behind Wall Street’s Scorching Quarter
Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta b...
3 Jul 41min
The Challenges of the China Market
HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are...
2 Jul 25min
Is The Oil Crisis Over? Or Is It Just Beginning?
Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a ...
1 Jul 19min
Picking the Winners of the Honeywell Breakup
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Ty...
30 Jun 27min
Rocket Lab Shakes Up Satellite Communications
Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming...
29 Jun 21min
The AI Headlines You Should Be Most Suspicious Of
The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former glob...
28 Jun 28min
401(k) Champions and Soaring Value Stocks
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and rela...
27 Jun 21min
The New Villian in Tech
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silic...
26 Jun 41min
