Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.

Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.

Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that often follow these winning streaks. He also shares his view on the situation in Iran.

Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.

Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.

Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate earnings.

Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.

Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.

Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency to end conflict.

Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.