Sign up to save your podcasts
Or
Share Two-Minute Market Focus
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Two-Minute Market Focus episodes
- 9.11.23 - Politics and the S&P 500
In this week's episode, Todd provides an update on the market, analyzes the differences in bond default rates, and discusses how politics historically have had little to do with return.
Click here to view supporting charts referenced in today's episode.4 min - 8.28.23 - Should We Add to International Holdings?
In this week's episode, Todd provides an update on the market, analyzes whether we should consider adding to international holdings, and discusses emerging markets.
Click here to view supporting charts referenced in today's episode.5 min - 8.21.23 - Big Trouble in Little China
In this week's episode, Todd provides an update on the market, discusses the potential of trouble in the Chinese real estate sector, and analyzes WeWork's recent earnings report.
Click here to view supporting charts referenced in today's episode.4 min - 8.14.23 - Where Could Yields Go From Here?
In this week's episode, Todd provides an update on the market, analyzes the potential risk of yields pressing higher, and discusses what happened in 2000 to the leaders of that era.
Click here to view supporting charts referenced in today's episode.3 min - 8.7.23 - What's Driving Recent Investor Anxiety?
In this week's episode, Todd provides an update on the market, analyzes what could be driving recent investor anxiety, and discusses the recession signal getting stronger.
Click here to view supporting charts referenced in today's episode.4 min - 7.31.23 - Earnings Season Update
In this week's episode, Todd provides an update on the market, analyzes the progression of inflation, and discusses what earnings season trends may be emerging from the prior quarter.
Click here to view supporting charts referenced in today's episode.5 min - 7.24.23 - Perplexing Small Company Stocks
In this week's episode, Todd provides an update on the market, analyzes what previous cycles tell us about where commodities may go from here, and discusses the difference in valuation of small cap versus large cap stocks.
Click here to view supporting charts referenced in today's episode.4 min - 7.10.23 - Equity Market Dispersion is a Problem
In this week's episode, Todd provides an update on the market, analyzes why the equity market dispersion could be a problem, and discusses how the driver of home prices appears to be a result of very tight housing supply.
Click here to view supporting charts referenced in today's episode.4 min - 6.26.23 - Could We See Similar Issues as the UK?
In this week's episode, Todd provides an update on the market, analyzes the expectation for where Federal Reserve members think the Fed Funds rate will be over time, and discusses the similarities between US and UK economies.
Click here to view supporting charts referenced in today's episode.4 min - 6.12.23 - When Should We Get Concerned?
In this week's episode, Todd provides an update on the market, analyzes high yield bonds continuing to suggest deteriorating fundamental conditions, and discusses the potential impact of individual investor sentiment breaching into extreme territory.
Click here to view supporting charts referenced in today's episode.4 min
About Two-Minute Market Focus
From the publisher's feed
All of the market information you need in 120 seconds or less.