Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.

Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.

Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opportunities in the Consumer Discretionary and Staples sectors.

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.