Lagniappe

This episode is all about where we are vs. where we thought we’d be as we near halftime of 2024. Are we surprised by no rate cuts? Could a bullish real estate environment be on the horizon? Why isn’t there more news/outcry over the bond markets? We’ll look back to answer these questions and look ahead to the buzz of big sporting events and elections coming soon. 

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As volatility makes a return to regional banking, we’ll look at what the markets are telling us about the probability of a soft landing. We then say goodbye to Siri and hello to Apple’s new AI features and discuss the ins and outs of NVIDIA’s stock split. 

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

As economic data continues to show softness, we predict what that means for rate cuts potentially coming this summer. We’ll look at oil prices and discuss why whether you’re making business or vacation plans, the stability of prices is so important across the economy. Plus, airline travel and car sales are back!

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

NVIDIA is officially the financial story of the year so far, and we’ll look at what it means for the economy as a whole and the future of AI. And with advancements in tech, we’ll examine how that affects data usage and why commodities, not technology, might be the discussion point for the next decade.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

As we head into Memorial Day Weekend, we’ll touch on some of the biggest headlines including Trump’s Media company woes and an endless shrimp promotion leading to bankruptcy for Red Lobster. And with the bears dropping out of the conversation, we’ll look at forecast grades for industry experts and how long-term optimism plays into the equation. 

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

As markets hit all-time highs again, we’ll look at shelter being the key driver of inflation. We’ll also touch on Roaring Kitty, meme stocks, and why you can’t gamble on the markets. We’ll finish with the Scottie Scheffler story and take a look at the future of EVs and fossil fuel consumption.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

We jump into a conversation we recently had about the inverted yield curve and what it means as a recessionary signal plus, why the charlatans and doom-and-gloomers continue to pop up. We’ll then take a trip down memory lane, via stats and stories, about what investing was like in the early 2000s and what it’s like at all-time highs. We’ll finish with a reminder that although the short term can feel long, it’s important to contextualize and focus on the long term. 

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

As earnings and economic growth deliver above expectations, the market is digesting new information from Jerome Powell and the Fed that rate cuts aren’t coming soon. We’ll look back at the last 30 years of returns and ahead to the next 10 years of prices, discuss offshoring jobs, and give bond market and inflation updates.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

It’s peak season in Nola with Jazz Fest, the Zurich Classic, the Pels in the Playoffs, and town is buzzing. We’ll zoom out to examine what all that spending means for the national economy. We’ll also look at wide-breadth market participation and why despite a sell-off in tech, the rest of the market is holding up well. We finish with a rearview mirror view of COVID-era oil prices, how we missed a recession, and what we’re expecting for the rest of this year. 

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

While the debt doomers circle, we’ll examine why no one is good at forecasting and why widely acceptable notions of cross-asset correlations are wrong. We’ll also focus on the market's strengths and discuss the incredible power of America’s dollar, wages, and efficient energy output.

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.