Radar Podcast

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 Apr 202432min

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 Apr 202426min

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 Mar 202429min

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 Mar 202428min

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 Mar 202418min

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 Mar 202426min

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 Mar 202424min

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 Feb 202432min