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Update frequency:
weekly
Average audio length:
10 minutes
English
United States
28 episodes
since March 28, 2026
episodic

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I was in New York City this week for an investment conference. I always find it valuable to visit Lower Manhattan and embrace the place where it happened. When you study the history, you realize that as our nation and financial system has evolved, some things remain the same... The information and …

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Inflation is still a problem. We see it every day. Gas prices jumped 9% in September. Wholesale inflation saw its second hottest month in 15 years. These higher prices have been sending Bond yields higher too. Stress is building up in the system. The Bond Market has been sending the signals. The Bo…
October started off with a bang for investors. The first few days brought a rally which is generally uncommon this time of year. It also brought extensive heat to the Bay Area, also uncommon. September is historically the worst month for stocks, with weakness continuing into early October. This 10t…
There was a summit in Washington this week. It was between Presidents Xi and Trump. You probably heard about it. It was President Xi’s first trip to the U.S. in over a decade. Interestingly, he skipped the annual UN General Assembly in New York earlier in the week. His Vice President attended in hi…
AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big thing and has been deemed the driver of productivity and growth in the 21st century. The Stock Market has been driven to all-time highs on the back of AI. Earnings growth has exploded. America’s …

Never Forget

· transcript
I’ve been thinking long and hard about this message today. Here we are now, 25 years later from the day that changed everything. Can you believe it’s been a quarter of a century? We must never forget that 2,977 innocent souls were taken that day. These were moms and dads, sons and daughters, sister…
The unofficial end to Summer is here. Labor Day weekend marks the last trip to the beach, lake or mountains before the year-end rush commences. Nearly 50 Million Americans are expected to hit the road this Labor Day weekend. It’s going to cost us. We are experiencing the highest gas prices ever for…
It’s back to school time. Students all over the country have returned to campus or shortly are headed that way. Despite Labor Day being a week away, Summer’s over for kids. For the record, I still think it's un-American for school to start before Labor Day... The information and opinions prese…
Flying packages are coming to a city near you. Amazon announced it has expanded its drone delivery to over 500 cities and towns across the country by year’s end. Your Amazon orders could start arriving to your backyard by air... The information and opinions presented in this podcast, including the …
The S&P 500 hit another fresh new high this week. That is the 27th for the year. We are smack dab in the middle of another historic Tech boom. It’s an AI revolution. It took off at the end of 2022. This is the Digital Age. The advancement has been palpable. The money spent is unprecedented. The…
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