In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what this development may mean and shares updates on recent market performance and recession indicators.  

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What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators. 

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Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in the private debt sector and provides an update on performance and recession indicators. 

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How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators. 

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The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators. 

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In this episode, Focus Partners’ Todd Jones examines the high performance of gold and the rebounding of Chinese stocks, sharing his opinion of what these developments could mean. He also provides an update on market performance and recession indicators. 

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In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators.

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In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.

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Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.

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Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar. 

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