The Weekly Rebalance

Recession-proof stocks might not be what you expect… 👀 In this episode, we break down why true luxury brands like Ferrari and Hermes can outperform during downturns—while “aspirational luxury” gets hit hard.We cover the latest market selloff, inflation pressures from oil, and then dive into a powerful framework: true vs premium vs aspirational luxury—and why it matters for portfolio construction. 📊Plus: historical data from the 2008 crisis and COVID, China demand impacts, and even a surprising “other side” recession play.💬 Do you agree—are luxury stocks actually defensive?📢 Share this with a colleague & drop your take below!

#Investing #StockMarket #Finance #WealthBuilding #PortfolioStrategy

Gold is supposed to be the ultimate safe haven—so why hasn’t it acted like one? 🤔 In this episode, we break down the surprising behavior of gold and defense stocks during recent geopolitical tensions, and what it actually means for portfolios.We cover market volatility, international outperformance, and why defense stocks (historically strong post-conflict) are suddenly flat. Then we dive into gold’s fundamentals—central bank demand, de-dollarization, and why the long-term thesis may still be intact despite recent choppiness.We also explore a potential stagflation setup and what history (1970s) tells us about gold vs equities 📊💬 Do you think gold still deserves a place in portfolios at these levels?📢 If you found this helpful, share it with a colleague or post it on LinkedIn to keep the conversation going.#Revisor #WeeklyRebalance #Gold #DefenseStocks #MarketAnalysis #InvestmentStrategy #FinancialMarkets #MacroTrends #Stagflation #CentralBanks #DeDollarization #PortfolioStrategy #WealthManagement #RIATech #GlobalMarkets

Markets turned volatile this week as geopolitical tensions with Iran pushed oil prices higher and triggered a surprising shift between value and growth stocks. 📉📈

In The Weekly Rebalance #25, Ethan and Nick break down what’s really happening beneath the surface of the markets. Value stocks have dominated in 2026 so far, but recent volatility has sparked a temporary shift toward growth. The conversation also dives into rising oil prices, inflation concerns, international market performance, and why gold’s behavior has been unusually confusing during recent selloffs.

They also cover:

• International allocations and why they may still look attractive

• Oil’s spike to $125 and implications for consumers

• VIX volatility hitting its highest level in nearly a year

• Whether gold’s rally still has fuel left

💬 Question: Do you think value will continue outperforming growth this year? Comment below.If you enjoy market analysis like this, share the episode and subscribe to stay ahead of the markets.

📊 Full discussion based on our latest Weekly Rebalance meeting.

#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #SingleIndexModel #Addepar #FinancialMarkets #InvestmentStrategy #MarketAnalysis #StockMarket #ValueInvesting #GrowthStocks #OilPrices #GoldInvesting #GlobalMarkets

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.

If you found this helpful, share it with a colleague or on LinkedIn to keep the conversation going.

#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #FinancialMarkets #MarketAnalysis #InvestmentStrategy #Geopolitics #OilPrices #EnergyMarkets #Inflation #Bitcoin #PortfolioStrategy #GlobalMarkets #Investing

🚨 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.

#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #Addepar #SingleIndexModel #FinancialMarkets #InvestmentStrategy #MarketAnalysis #AIInfrastructure #EnergyMarkets #DataCenters #ValueVsGrowth #StockMarket #PortfolioManagement

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