In this week's episode, Todd provides an update on the markets, discusses the impact the passage of the $1.9tln stimulus package may have on inflation, and shares his thoughts on big rotations potentially leading to good opportunities in mid-sized companies.

In this week's episode, Todd provides an update on the markets, discusses the unwinding of the large gap between growth and value stocks, and shares his thoughts on how much higher will interest rates need to go before they become problematic.

In this week's episode, Todd provides an update on the markets, discusses his concerns with the volatility in the bond market, and how the Federal Reserve might be changing their tune.

In this week's episode, Todd provides an update on the markets, discusses how rebalancing our accounts can help with volatility, and determining the right trigger points for bond yields.

In this week's episode, Todd provides an update on the markets, discusses the impact of Tesla getting into Bitcoin, the growing attraction of active stock selection and concerns around fixed income yields rising.

2.1.2021 - The r/wallstreetbets Short Squeeze

In this week's episode, Todd provides an update on the markets and discusses how an online message board is potentially creating market instability.

In this week's episode, Todd discusses how the canceling of the Keystone Pipeline could impact energy prices, why it is critical to pay attention to the COVID-19 mutations taking place in Europe, and why inflation could become a problem.

In this week's episode, Todd discusses why it is important to closely monitor bond yields, how the markets are reacting to the tumultuous week at the Capitol, and a closer look at the possibility of a reflation theme overshoot.

In this week's episode, Todd discusses Tesla's S&P 500 inclusion, what Bitcoin's all-time high means for investors, and how the recently announced $900B stimulus package can help the economy in Q1 2021.

In this week's episode, Todd discusses what is happening with the small-cap sector, a few items worth monitoring that might signal market recovery, and a major US insurance company makes a large crypto investment.