On today’s show, we discuss a wild month of stock market performance, bear market rallies, a shift in tariffs, Amazon fighting back, an update on earnings, thoughts on conferences, a new Netflix recommendation, and much more.

On today’s show, we are joined by Nick Kalivas, Head of Factor & Core Equity Product Strategy at Invesco to discuss the research behind equal weighting, concentration within the S&P 500, looking at flows during the selloff in 2025, factor performance, and much more!

On today’s show we discuss some 1929 and 1932 comparisons, the impact of tariffs on small businesses, supply chain problems are coming, putting the dollar’s move into perspective, jumping into a recession, why a recession might feel worse than it actually is, the correction is still relatively mild, retail keeps buying the dip, Bitcoin is decoupling, $145,000 mud rooms and much more.

On today’s show, we speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more!

On today’s show we discuss the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they’re down 15%, the unintended consequences of Trump’s trade policies, panic in the stock market, when you should sell some stocks and much more.

On today’s show we discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more!

On today’s show, we are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more!

On today’s show we talk about auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, why isn’t the stock market down more, the pros and cons of buffered ETFs, the bottom 50%, PE in 401k plans, a diverging housing market and much more.

On today’s show we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss what a CLO is, how the portfolio is constructed, the possible risks with CLOs, why spreads have remained so low in 2025, performance during recessions, and much more!

On today’s show we discuss how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 100 baggers, the Jerome Powell rally, watch what consumers do not what they say, how the GFC messed up the housing market, the shrinking middle class, Severance and more.