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.

#WeeklyRebalance #MarketAnalysis #Geopolitics

#Bitcoin #OilStocks #Chevron #Exxon

#InvestmentStrategy #FinancialMarkets

#WealthManagement #RIA #MacroEconomics

#RiskManagement #PortfolioConstruction

#Revisor

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

👉 Subscribe for weekly market updates and expert insights.

#WeeklyRebalance #SantaClausRally #MarketAnalysis #InvestmentStrategy #FinancialMarkets #Gold #Silver #FedPolicy #Seasonality #PortfolioManagement #WealthManagement #RIATech #Addepar #SingleIndexModel

In this episode of The Weekly Rebalance, Ethan Dunbar and Nick Cargill dive into one of the most overlooked stories of 2025: silver’s incredible 120% rally. We break down why silver outperformed gold, Bitcoin, and even the S&P 500, explore the industrial and investment demand driving this surge, and discuss what it means for 2026. Plus, we touch on market rotation away from the Magnificent 7, inflation hedges, and some fun trivia on gold restrictions during the Great Depression. If you’re curious about real assets, market trends, and investment strategy, this episode is packed with insights you won’t want to miss!

Timestamps:

00:05 Intro & Episode Setup

00:54 2025 Market Overview

03:07 Rotation from Magnificent 7 & AI Capex

04:36 Silver’s Outperformance & Demand Drivers

07:50 Tariffs & Industrial Front-Loading; Metals vs Crypto

18:42 Performance Since 2021 (Trivia)

24:54 Executive Order 6102 & Gold Hoarding Limit (Trivia)

31:06 Watches Trivia: Silver Cases

👉 Subscribe for weekly market updates and expert insights.

👉 Comment below: Do you think silver will keep outperforming in

2026?

#WeeklyRebalance #silversurge #preciousmetals #goldvssilver #investmentstrategy #marketanalysis #financialmarkets #Addepar #RIATech #SingleIndexModel #bitcoin #thefed #WealthManagementTech

In this episode of Weekly Rebalance, we dive into:✔ Market update: S&P 500 vs NASDAQ performance✔ Growth vs Value trends and Magnificent 7 impact✔ Fed meeting preview: Will we see a rate cut?✔ Research spotlight: Herfindahl-Hirschman Index (HHI) and what it reveals about S&P 500 concentrationTimestamps:00:00 Intro02:00 Market Update08:50 Fed Rate Cut Expectations13:20 HHI Explained: Is the S&P 500 really diversified?25:40 Trivia & Historical Insights💬 Do you agree with our take on market concentration? Comment below!📌 Subscribe for weekly market insights#WeeklyRebalance #MarketUpdate #Magnificent7 #FedRateCut #InvestmentStrategy #MarketAnalysis #HerfindahlHirschmanIndex #FinancialMarkets #WealthManagement #ValueInvesting #growthstocks

In this week’s episode of The Weekly Rebalance, Ethan and Nick break down a surprisingly strong week in the markets, the return of real market breadth, and what’s driving recent moves in Bitcoin and gold. They also dive into the research of the week—a timely comparison between Jerome Powell and Kevin Hassett as potential future Fed Chairs, and the economic implications if a change happens in 2026.We cover:• Equity breadth finally showing up beyond the Mag 7• Dividend Aristocrats outperforming for the first time in years• Bitcoin’s sharp pullback and key technical levels to watch• The research suggesting tariffs may be deflationary (article linked below)• How Powell and Hassett differ on rates, tariffs, and Fed independence• Potential portfolio implications if Hassett becomes Fed Chair• A fun round of Fed trivia—including Powell’s favorite bandReferenced research:San Francisco Fed Working Paper: https://doi.org/10.24148/wp2025-26

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.