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Two-Minute Market Focus episodes
- 4.12.21 - Is This As Good As It Gets?
In this week's episode, Todd provides an update on the markets, reviews some of the strongest US economic data on record, and dives into the connection between expectations and bond yield activity.
3 min - 4.5.21 - Jobs Report Boom Could Power Stocks
In this week's episode, Todd provides an update on the markets, reviews the impact a better-than-expected March jobs report could have and discusses the recent adjustments to the infrastructure package.
3 min - 3.29.21 - Impact of Uneven Vaccine Delivery
In this week's episode, Todd provides an update on the markets, discusses the impact that uneven levels of COVID-19 vaccine delivery across the globe could have on the US, and bond yields are moving lower once again.
4 min - 3.22.21 - Fed Creates Potential Inflationary Pressures
In this week's episode, Todd provides an update on the markets, the potential impact of COVID variants, and discusses how the Fed holding rates low through 2023 is creating pressure globally.
4 min - 3.15.21 - Big Rotations = Good Opportunities
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.
4 min - 3.8.21 - Growth vs Value Paradigm Changing
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.
3 min - 3.1.21 - The Bond Market Grows More Volatile
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.
3 min - 2.22.21 - Are Bond Yields Becoming Problematic?
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.
4 min - 2.8.21 - Tesla Pushes Bitcoin To A New High
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.
3 min - 2.1.2021 - The r/wallstreetbets Short Squeeze
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.
4 min
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