The Realize Your Wealth Podcast

The latest shifts in the market, what's driving the rotation beneath the surface, and what we're watching for next week.

The rotation taking place beneath the market’s surface, why technology has pulled back, where strength is emerging, and how we’re positioned.

Unpacking market drivers going into the second half of 2026.

We break down the softer jobs report, the role of the Fed, and the potential impact on interest rates and inflation.

Why inflation is back in focus, what it could mean for interest rates and growth stocks, and how investors should think about portfolio positioning as we move into the second half of the year.

Why the physical economy matters in a world of inflation, higher rates, and global uncertainty.

What the SpaceX IPO may signal about investor sentiment and why excitement around new investment stories needs to be balanced with discipline.

AI hype, late-cycle risks, and what the SpaceX IPO may signal for investors.

Why positioning matters as AI, commodities, interest rates, and geopolitical risk pull markets in different directions.

Unpacking the current market cycle versus past trends and how our relative strength and technical analysis reduce risk and capture opportunity.