After another positive week for equities, John recaps the winners and losers, from telecom, energy, tech, and industrials’ strength to the surprising weakness of big banks, thanks to a spike in the 10-year Treasury yield, and a last week that sent some of their investors running for the hills.

Of course, what really drove markets this week were tariffs – specifically, the 10% tariffs on $200 billion worth of Chinese goods. Scott and John discuss the newest headlines from the U.S. – China trade spat, and they explain why the most recent round of tariffs is still far from the worst case scenario.

Scott points to a surprising fig leaf is the multi-billion tariff broadside that leaves “this window open for the potential to negotiate. People are looking at this as a conciliatory gesture – we’ll see.”

Meanwhile, John notes how Apple seems to be getting a break – “nothing like dinner with the President at his golf club to make things a little easier on your company” – as Scott breaks down their latest promise to do their part in Trump’s trade war.

Fresh from watching the Chinese stock market overnight, Greg tells listeners why he sees a possible bottom in Chinese stocks, and why Chinese stocks are a reverse kind of "buy the rumor, sell the news" group.

The hosts shift over to emerging markets, and Scott and John discuss how strong economic data in the U.S. could affect upcoming emerging market policy decisions. After breaking down the dollar’s near-1% dip last week before its Friday rally, he turns to looming numbers coming out of South Africa and Brazil. 

Scott brings up the Fed's role in the emerging market chaos and explains how the Fed's goal for "neutral rates" will affect emerging markets going forward.

Greg says that every quantitative tightening cycle (raising rates) has ended in a recession and says that the emerging market selloff could be the first crack in the next recession. 

Greg then discusses market technical, and he explains that "we are not out of the woods yet," and markets could head lower. He also notes how the markets have a similar setup to the 2000 tech bubble.

There’s “one thing that keeps me up at night,” however, and it’s not valuations or a lurking corporate bond crisis. If this sector that’s fueling America’s tech boom slows down, it’s highly unlikely the broader market, and the rest of the world, can shrug it off.

He names three stocks he's watching at the moment in the industry. One of them, you’ll recognize immediately as a non-FAANG media darling – the other two, not so much.

The talk then turns to Jamie Dimon’s inexplicable comments on his own viability as a 2020 presidential candidate, and the biggest reason he had to walk his remarks back right away.

The picnic continues for U.S. equities this week – even as global markets, in John’s words, “continue to be awful” with the London Exchange down 2% for the week with Germany giving back 3%. Both those markets are down for the year – but they’re getting off relatively easy compared to Shanghai, down more than 16% for 2018.

In a week where the Nasdaq, Russell, and S&P 500 all made all-time highs – and Amazon roared past the $2,000/share mark to become history’s second trillion-dollar company – John, Scott, and Greg break down the events that made last month the best August for markets since 2014.

Scott Garliss and Greg Diamond launch right into a recap of last week's winners amid new all-time highs for the S&P 500, the Russell, and the Nasdaq – and why the defensive names sold off amid the rally.

On a week where the Dow tacked on another 1.4%, Scott Garliss, John Gillin and Greg Diamond make sense of the “Walmart Week” amid securities’ relative strength vs. oil and gold’s woes, while other commodities like copper slip into an undeniable bear market.

The hosts jump into the new developments in the China trade war. Emerging markets continue to suffer, with Shanghai down 4.5% for the week. Scott talks about how the trade war is affecting institutional investors, and how that could move the markets if/when things get worked out. He also gives listeners a timetable of the next step in these negotiations.

Greg explains that the trade war has been going on for a lot longer than many think, and how China can continue to offset tariffs from the U.S. Greg tells listeners the one thing that could force China to the table for serious negotiations.

John goes into what sectors are being rotated into, and where investors are putting their money at the moment.

John and Scott discuss the importance of transparency from companies, and why investors should stay away from companies reaching for growth in bad areas.

John runs through some of the struggling emerging markets, from Qatar's $15 billion investment in Turkey to Venezuela's hyperinflation. Greg explains what's going wrong in Venezuela, despite having the world's largest oil reserves. Greg explains the problems with the long period of low interest rates, and how it led to inflated debt in emerging markets.

John runs through Constellation Brand's massive investment in a marijuana growing company, and Greg asks if the large tobacco companies could be next to invest.

With earnings season all but wrapped up, Scott lists two key developments he’ll be watching this week. A couple of big events: the U.S. trade representatives’ hearing that runs through Monday, where up to 370 people will be testifying on the next round of potential trade tariffs – There's $200 billion in potential penalties which have been dangled in negotiations. Secondly, Chinese trade representatives are coming to the U.S. Wednesday and Thursday to test the waters.

John dubs this episode “Hot Spots” because of the deep dive they take into geopolitical flare-ups, starting with Turkey.

On this week's Investor's Marketcast, John Gillin and Greg Diamond get right to Apple’s $1 trillion accomplishment last week as the first company to reach a trillion-dollar valuation.

The Marketcast hosts break down what's going on in the "Tech Trade" – and what implications the overcrowded FAANG'M trade (Facebook, Amazon, Apple, Netflix, Google, and Microsoft) could have on the rest of the market.

On this week's Investor's Marketcast, John Gillin and Scott Garliss welcome on Dan Ives, Chief Strategy Officer and Head of Technology Research at GBH Insights. Dan is a highly regarded tech analyst, and may be best known for his Wall Street-high price target on Netflix, predicting its stock will hit $500 as a “virtuous cycle” picks up.

Your Marketcast hosts recap last week's market movements. Scott notes that the gains are concentrated around a small group of stocks – AMZN up 55% for the year, and NFLX almost 100%, as the tech-laden Nasdaq outpaces the S&P 500 this year by almost 3-to1. Scott and John discuss what that could mean for the S&P 500. “You could see it go as high as 2850.”