This week, Ethan and Nick break down recent market volatility, the rebound in value stocks, and why gold is surging while Bitcoin has given back its gains. They explore the debasement trade, shifting correlations, and what these moves mean heading into 2026—plus a quick round of market trivia.

In this week’s episode of the Weekly Rebalance, Ethan and Nick break down the latest market developments heading into the holiday season. They discuss new research from the Federal Reserve showing how tariff shocks may actually put downward pressure on inflation while raising unemployment, and what that means for upcoming Fed decisions.They also zoom out and explore how major technological revolutions—from the Industrial Revolution to electrification and computing—can inform today’s AI cycle. With markets seeing renewed volatility and AI valuations under scrutiny, we highlight why long-term historical perspective matters now more than ever.

In this week’s one-take conversation, Ethan and Nick unpack the latest headlines — from the reopening of the U.S. government to why markets barely flinch during shutdowns. They dig into insider trading reform ideas, market breadth, and the surprising new partnership between Spotify and Netflix. The discussion widens into how streaming and media are evolving, the fading role of cash, and what a digital future means for investors and consumers alike.

Casual, insightful, and unedited — just how the Weekly Rebalance should be.

In this week’s episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dig into the Fed’s latest meeting and the market’s unexpected reaction. They discuss the shifting outlook for rate cuts, what current credit spreads reveal about where we are in the business cycle, and why being in “late expansion” calls for a focus on diversification and discipline.They also break down the real purpose of portfolio rebalancing — not as a return enhancer, but as a crucial risk control — and explain common pitfalls with dividend reinvestment in taxable accounts. Stick around to the end for a bit of market trivia on the origins of the New York Stock Exchange.🎧 Tune in for clear, practical insights to help you stay informed and balanced in today’s market.

This week on The Weekly Rebalance, Ethan and Nick unpack the Fed’s expected 25 bps rate cut and what it means for markets heading into November. They discuss the steepening yield curve, inflation’s lingering impact, and why America’s middle class continues to feel the squeeze.

From tariffs to consumer spending trends — and even which candy stocks are outperforming — this episode blends macro insight with a dash of Halloween flavor.

References: Nilsson, K. P. (2025, October 28). Macrobond trends: Policy rate decisions across the Atlantic: Blindfolded easing and reluctant doves. Macrobond Trends. https://www.macrobond.com/resources/macro-trends/macro-trends-oct-27

In Episode 7 of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill explore two big themes shaping portfolios and households alike. They begin with a deep dive into international markets — discussing why global equities are finally showing signs of outperformance versus U.S. stocks, the historical context behind it, and the behavioral biases that keep investors anchored to domestic markets.

Then they pivot to the bond world and housing, unpacking how falling yields and shifting interest rate expectations are rippling through mortgage rates, refinancing activity, and home inventories. From diversification strategy to the new wave of homebuilding, this episode connects the dots between market dynamics and real-world financial decisions.

In this week’s episode, Ethan Dunbar and Nicholas Cargill dig into two of the most talked-about themes in today’s markets: the explosive AI trade and the renewed shine of precious metals. They unpack just how big the AI boom has become — comparing NVIDIA’s valuation to global GDPs and stock markets — and discuss whether the excitement has gone too far or if broader opportunities still lie ahead.

Later, they pivot to gold and silver, exploring their historical relationship, how each responds during Fed rate-cut cycles, and why Revisor currently favors gold over silver. From Roman-era ratios to modern-day tariffs and cutting cycles, this episode blends data, trivia, and market insight into one engaging discussion.

In this week’s episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dig into what it means to manage risk as markets reach record highs. They break down the growing concentration in the S&P 500, why rebalancing is more about managing exposure than chasing returns, and how extended valuations could impact investors. The conversation also touches on new access to private equity, gold’s surprising strength over Bitcoin, and what shifting rates and policy mean for portfolios heading into 2025.

Weekly Market Update as of 9/30/2025In this week’s episode, Nicholas Cargill and Ethan Dunbar dig into the latest shifts in inflation data and how surprising revisions to PPI are reshaping expectations. They explore the Fed’s recent rate cut, its ripple effects on fixed income markets, and the challenges investors face as short-term yields retreat. The conversation then turns to the housing market, where low inventory, high borrowing costs, and “backwardation” dynamics create a unique landscape for buyers. Finally, they discuss strategies for managing cash in a falling-yield environment and the trade-offs investors must consider when balancing risk and return.

Weekly Market Update as of 9/23/2025

In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill discuss the Fed’s latest moves, weighing the risks of inflation versus unemployment and what Powell’s commentary means for investors. They also dive into how rate cuts flow into mortgage markets, the challenges of sector classification in today’s market, and why diversification and risk management are more important than ever.

Key topics include:

• Fed rate cuts and the tension between inflation risks and labor market weakness

• The impact of rate moves on mortgage rates and long-term debt costs

• Sector performance: why traditional classifications (e.g., consumer discretionary vs. tech) are increasingly blurred

• Tactical shifts toward value sectors, international equities, and alternatives like timberland and farmland

• The dominance of the Magnificent 7 and how risk management should guide portfolio decisions

👉 A clear, timely conversation for investors navigating today’s uncertain markets.