Markets opened the week with major volatility after U.S. and Israeli strikes on Iran—but the surprising takeaway might be how quickly markets historically recover from geopolitical shocks. 📉➡️📈

In this episode of The Weekly Rebalance, we break down the market reaction, including oil’s surge, gold’s unexpected drop, and why tech held up better than expected. We also analyze the Strait of Hormuz risk, the impact of rising oil prices on inflation, and what history tells us about staying invested during geopolitical crises.

Using historical market data, we show why most geopolitical selloffs recover faster than investors expect—and why changing your portfolio after the event may do more harm than good.

💬 Question: Do you think geopolitical events should change long-term investment strategy? Comment below.

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🚨 The biggest surprise in markets right now? AI may be boosting industrials, energy, and infrastructure more than Big Tech itself.

In The Weekly Rebalance #24, we break down the major market rotation happening early in 2026. While mega-cap tech faces pressure, sectors tied to the AI infrastructure buildout—industrials, energy, materials, and data center REITs—are surging.

We also explore the unexpected ways weather impacts financial markets, from natural gas volatility to catastrophic disasters and the rise of catastrophe bonds. With over $2 trillion in weather-related damages since 1980, climate risk is becoming a real financial factor.

💬 Question for viewers:Do you think AI spending will continue rotating toward infrastructure and industrial companies?

📢 If you found this useful, share it with a colleague and follow for weekly market insights.

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Surprising insight: After fees, a 100% downside buffered ETF may only offer ~1% more than a 1-year Treasury—if markets cooperate. 📉➡️📈In Episode 23 of The Weekly Rebalance, Nick and Ethan break down buffered ETFs (defined outcome ETFs)—how they’re built (long call + long put + short call), how caps and downside protection work, and why RIAs are increasingly using them as Treasury or bond ladder replacements.With Dividend Aristocrats outperforming and big tech showing volatility, advisors are revisiting tools that define risk while maintaining upside potential. We also walk through real cap rate math (including fees), liquidity considerations, laddering strategies, and when these products make sense in a client portfolio.Are buffered ETFs a smarter cash alternative in 2026?👇 Do you prefer Treasuries or defined outcome ETFs right now? Comment below.🔁 Share this with another advisor evaluating portfolio risk tools.#Revisor #WeeklyRebalance #BufferedETFs #DefinedOutcome#RIATech #WealthManagement #InvestmentStrategy#FinancialMarkets #MarketAnalysis #TreasuryYields#PortfolioConstruction #AdvisorTools #ETFInvesting#RiskManagement

The surprising shift in 2026? The “boring” parts of the market are quietly outperforming. 📊

In this episode of The Weekly Rebalance, we break down the early-year rotation away from mega-cap tech and into value, international equities, and smaller names. With the top 10 stocks now making up nearly 40% of the S&P 500 , concentration risk is back in focus—especially as valuations hover well above long-term averages.We also explore:

• Why international markets are outperforming (and how dollar weakness helps) 🌍

• The AI boom beyond the Magnificent 7 🤖

• Where capex is flowing: data centers, power, infrastructure ⚡

• Behavioral finance traps investors still fall intoDo you think this rotation into value and international has staying power?

Let us know in the comments.If you found this helpful, share it with a colleague to keep the discussion going. And don’t forget to subscribe to stay ahead of the markets.

#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #InvestmentTechnology #MarketAnalysis #FinancialMarkets #InvestmentStrategy #InternationalEquities #ValueInvesting #SP500 #AIInvesting #PortfolioConstruction #assetallocation

Markets are off to a very different start this year—and that’s driving meaningful changes in how we’re positioning portfolios.In this week’s Weekly Rebalance, we break down:- Why small caps, mid caps, dividends, and international markets are outperforming U.S. large-cap growth- What the recent pullback in mega-cap AI names really means (and why AI is not “over”)- The surprise nomination of Kevin Warsh as Fed Chair and why markets reacted so sharply- How potential changes to QE, the Fed balance sheet, and long-term rates could impact stocks, bonds, gold, and cryptoWe also dig into historical context around Fed transitions, market volatility, and what investors should expect during periods of policy uncertainty.#WeeklyRebalance #MarketOutlook #FederalReserve #Investing #PortfolioManagement #AssetAllocation #StockMarket #AIInvesting #DividendStocks #SmallCaps #InternationalMarkets #InterestRates#LongTermInvesting

Markets turned volatile this week as geopolitical headlines resurfaced, including renewed discussion around the U.S. potentially acquiring Greenland.In this episode of The Weekly Rebalance, we break down the market selloff and rebound, rising volatility, and why gold and silver surged. We also explore historical examples of U.S. territory acquisitions and what they can (and can’t) tell us about today’s markets, including implications for equities, fixed income, and U.S. debt.Key topics covered:• Stock market volatility & VIX• Gold and silver performance• Greenland and geopolitics• Historical market reactions• Fixed income & U.S. debt risk• Tariffs and global trade exposure#revisor #weeklyrebalance #financialmarkets #marketvolatility #investmentstrategy #marketanalysis #wealthmanagement

In this week’s Weekly Rebalance, we break from the usual format to explore an important question investors are asking in 2026:

👉 Why are gold and silver hitting all-time highs while luxury collectibles struggle to keep up?We cover:- Broad market performance to start the year- Gold and silver’s continued strength as monetary assets- Why watches, luxury goods, and collectibles peaked post-COVID- How tariffs, wealth inequality, and consumer behavior impact luxury markets- Whether collectibles should be viewed as investments or stores of value- We also dig into real data on Rolex prices, secondary markets, luxury stocks, and inequality trends, and close with a lighter trivia segment.📊 Whether you’re an investor, advisor, or just curious about alternative assets, this episode offers a different lens on diversification and non-correlation.#WeeklyRebalance #GoldInvesting #AlternativeInvestments #LuxuryAssets #PortfolioStrategy #MarketOutlook #InvestmentPodcast #WealthManagement #GoldVsStocks #Collectibles #FinancialMarkets #RIA

In this episode of The Weekly Rebalance, we break down how financial markets actually respond to geopolitical shocks — and why reacting emotionally can hurt long-term portfolios.

We cover the market reaction to recent events in Venezuela, discuss why Bitcoin surged while equities rallied, and examine which energy stocks benefited (and why those gains faded quickly). Using historical data, we explain why most geopolitical events cause short-lived volatility, not lasting market damage.

Topics covered include:

• Why markets moved risk-on after Venezuela

• Bitcoin’s reaction to geopolitical stress

• Oil, Chevron, Exxon & energy infrastructure realities

• Historical market behavior after geopolitical events

• Why diversification beats knee-jerk trading

• The “Pentagon Pizza Index” (yes, really 🍕)

💬 Question for you:
Do you think markets are underestimating geopolitical risk in 2026? Let us know in the comments.

👍 If you find this helpful, like the video and subscribe to stay ahead of market-moving trends.

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#Bitcoin #OilStocks #Chevron #Exxon

#InvestmentStrategy #FinancialMarkets

#WealthManagement #RIA #MacroEconomics

#RiskManagement #PortfolioConstruction

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In this New Year’s edition of Weekly Rebalance, Ethan and Nick wrap up 2025 with a deep dive into global monetary policy shifts and their impact on markets. From the Fed’s dovish stance to 850 basis points of cumulative rate cuts across major economies, we explore what this means for risk assets, fixed income, and your portfolio heading into 2026.

You’ll learn:

• Why global rate cuts in 2025 were the largest since 2008–2009.
• How central bank actions shaped equity and bond performance.
• Tactical ideas for positioning in a cutting cycle.
• Key takeaways for seasonality and year-end trends.🎯

Timestamps:

00:05 – Welcome & Year-End Market Overview

00:22 – Why 2025 Was a Historic Year for Rate Cuts

29:37 – Trivia: Guess the Total Global Rate Cuts

30:51 – The Real Number: 850 Basis Points

31:15 – Context: Largest Cuts Since 2008–2009

31:26 – Impact on Returns & Fixed Costs

32:03 – Global Cutting Cycle Explained

32:27 – Wrap-Up & Happy New Year

#WeeklyRebalance #globalmarkets #interestrates #fedpolicy #investmentstrategy #marketanalysis #portfoliomanagement #financialmarkets #wealthmanagement #riatech #addepar #fixedincome #ratecuts #economicoutlook

In this festive edition of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dive into the seasonality of markets and the much-discussed Santa Claus Rally. With the S&P 500 hitting record highs and gold and silver surging, we explore what’s driving optimism, how the Fed’s dovish tone is shaping risk assets, and whether chasing seasonal trends makes sense for your portfolio.

Timestamps

00:05 – Welcome & Holiday Market Mood

01:14 – Are We Seeing a Santa Claus Rally?

02:51 – Gold & Silver at All-Time Highs: What’s Next?

05:49 – Fed’s Dovish Tone and Risk Assets

09:13 – Defining the Santa Claus Rally

10:30 – Historical Performance: 75% Positive Since 1950

15:24 – Should You Chase Seasonal Trends?

17:12 – Best & Worst Months for Stocks

20:09 – Trivia: Santa Claus Rally Facts

25:50 – Coca-Cola & the Modern Santa Claus

34:44 – Wrap-Up & Year-End Preview

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