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FAQs about Tactical Take:How many episodes does Tactical Take have?The podcast currently has 430 episodes available.
August 27, 2026Fed policy, yen intervention, and why bond yields keep risingEarnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean....more31minPlay
July 31, 2026Does the AI stock correction change the outlook?AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots....more24minPlay
June 15, 2026Markets weigh AI bubble risk as Fed outlook turns hawkishAI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand....more23minPlay
May 28, 2026Tech strength holds as inflation heats upHear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response....more32minPlay
May 27, 2026Tech strength holds as inflation heats upHear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response....more32minPlay
April 27, 2026Markets rebound after Iran ceasefire, but risks remainJack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios....more23minPlay
March 25, 2026Iran war, oil backwardation, and the Fed’s next moveListen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications....more24minPlay
March 02, 2026When policy, AI, and markets test investor convictionHear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure....more28minPlay
January 06, 2026Growth to inflation: 4 things that may surprise in 2026Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI....more21minPlay
November 25, 2025Employment, inflation, and AI: Looking back on 2025Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning....more20minPlay
FAQs about Tactical Take:How many episodes does Tactical Take have?The podcast currently has 430 episodes available.