What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the global engine, and where America stands with its allies.

No fluff. Just real talk on what actually movesmarkets.

If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.

This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear.

We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety.

As always, we’re here to be your sounding board. The best decisions come from calm, not chaos, and clarity is still within reach.

Take a moment, tune in, and let’s keep moving forward—together.

We recorded this on 04/07/2025 @9 PM PST.

In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are running high, and we’re hearing & reading investors make hysterical permanent decisions based on temporary market corrections.

We talk through what’s really happening, why staying grounded matters more than ever, and how emotional reactions can derail long-term goals.

Most importantly, we want our clients to know: we're here. This is a time for clarity, not confusion—and we’re keeping the lines of Verbal communication open. If you’re feeling overwhelmed or unsure, you’re not alone. Let’s Talk through it.

Tune in and let’s take a deep breath together—because sometimes the best strategy is to stay calm, stay informed, and stay connected.

In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore key legislative changes and their potential to shape the business landscape. Additionally, we unpack the top geopolitical risks dominating 2025, including tensions and alliances that could ripple through global markets. Finally, we address the United States' critical challenges this year, from economic headwinds to domestic and international uncertainties.

In this episode, we welcome special guest Julie Ann Soward, a

Podcast Description for Spotify:

Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada.  David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial markets. In this episode, we delve into the intricate interrelationships between stock market sectors, uncover the strategies behind technical analysis, and tackle the pervasive fear of missing out (FOMO). We also dive into the role of currencies, Bitcoin, and other cryptocurrencies, examine the impact of breaking news, and analyze macroeconomic trends using technical analysis. Whether you're a seasoned trader or a curious beginner, this conversation offers valuable perspectives to help you navigate the ever-changing market landscape.

In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential recession worries to rising credit card debt and inflation trends, Dr. Mike shares his insights on today's most significant economic topics.

In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest rates, oil, the dollar, and the economic outlook.

in this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his transition to portfolio management. He also shares his insights on the currentmarket environment and his investment strategy. The conversation covers topics such as capital preservation, the performance of the Magnificent Seven stocks, the US presidential race, de-dollarization, and interest rates.

In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and performing magic in New York to becoming a national spokesman for the Templeton Group, led by legendary money manager Sir John Templeton, is nothing short of inspiring. Join us as we discuss everything from Ben & Jerry's Ice Cream, Stock Market and the Economy.