The Freedom and Wealth Podcast

Host, Bryan Nicolaysen begins with a market update and then spends a great deal of time reviewing the presidential candidates and dives deep into the government censorship operations we are dealing with.

Host, Bryan Nicolaysen discusses last month's market dynamics including sector rotations and yield movements. He also discusses recent GDP data as well as why Walmart is so well positioned.

Host, Bryan Nicolaysen, discusses the recent banking issues, inflation prints, treasury issuance and corporate earnings. He also discusses Biden's Tax Proposal for the 2025 Fiscal Budget. All of this amounts to Higher Rates, Higher Inflation, Higher Taxes & Lower Growth.

Host, Bryan Nicolaysen, touches on the February inflation numbers, recent commodity prices and the recent Fed Meeting. Is the Fed's dovish posture enough to keep rates down in the face of rising inflation and rising commodity prices?

Host, Bryan Nicolaysen reviews the results of Q4 earnings season so far and what they portend for the overall stock market. In our new segment called "Stock Pick of The Day", Bryan does an analysis of Meta and why that company is poised for sustained growth ahead.

Host Bryan Nicolaysen discusses the recent economic data including GDP, PCE, CPI and LEI. He analyzes the numbers and comes to the conclusion that as much as we have lots of acronyms, we have lots of misleading data. What this could mean for the economy might not be what you are expecting Bryan to say. Maybe this cycle is different!

Our Special Guest Chuck is back! He joins Bryan Nicolaysen to give us an update on the jobs market, AI expansion within corporate America as well as his thoughts on the upcoming election and US fiscal situation.

In this week's podcast, Host Bryan Nicolaysen discusses the consensus Bull Case on Wall Street for 24', the consensus Bear Case on Wall Street for 24'and how the two may actually be closer than they seem at first glance. The Federal Reserve's surrender to inflation has created a catalyst for risk assets to appreciate but the questions remains; will the rally be supported by earnings or is the recent price appreciation just a castle made of sand that falls into the sea?

Host, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?

Host, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?