Wealth Vision 20/20 Podcast

Today’s episode is called “Rates, Returns, and Red vs. Blue” where we’ll look at Kevin Warsh’s latest rate hike and how the Fed fights inflation not only with interest rates, but by managing inflation expectations. We’ll also look ahead to the midterm elections, my outlook for control of the House and Senate, and why politics and investing rarely mix. Finally, we’ll turn to the stock market, where earnings continue to climb, valuations remain reasonable, and I’ll explain why I believe the bull market we’re in could ultimately become the greatest bull market in history—and why, in the end, markets don’t care about politics; they care about earnings per share.

Today’s episode is called “Markets, Midterms, and Megawatts” where we’ll look at the stock market’s roughly 12% year-to-date return, what history says about midterm election years and the four-year presidential cycle, and whether investors should be bracing for a tougher stretch ahead. We’ll also discuss Kevin Warsh, the Federal Reserve, and the likelihood of a September rate hike, and we’ll look at the growing backlash against data centers, the strain they’re putting on the electrical grid, and why I believe the long-term answer may be decentralized power generation—including small modular nuclear reactors.

Today’s episode is called “Running on Solid Ground, or Wishful thinking?”  where we’ll look at what Kevin Warsh’s leadership at the Federal Reserve could mean for interest rates, Inflation, and the markets. We’ll also discuss the renewed conflict with Iran and whether investor should view it as a serious economic threat or simply more geopolitical noise, we’ll break down second quarter earnings and talk about why they could set the tone for the rest of the year and we’ll explain how the new Trump accounts work and whether they’re actually worth paying attention to.

Today's episode is titled "The Man Behind the Maestro."

Alan Greenspan, who recently passed away at the age of 100, influenced financial markets for nearly two decades as Chairman of the Federal Reserve. But who was the man behind the legend?

We'll explore Greenspan's childhood, his introduction to Ayn Rand and Objectivism, his years as an economic consultant, his rise through Washington, his famously cryptic communication style, and his relationships with presidents from Reagan to George W. Bush. Finally, we'll examine the accomplishments, controversies, and legacy of one of the most influential economic figures of the last century.

Today's episode is titled "The Man Behind the Maestro."

Alan Greenspan, who recently passed away at the age of 100, influenced financial markets for nearly two decades as Chairman of the Federal Reserve. But who was the man behind the legend?

We'll explore Greenspan's childhood, his introduction to Ayn Rand and Objectivism, his years as an economic consultant, his rise through Washington, his famously cryptic communication style, and his relationships with presidents from Reagan to George W. Bush. Finally, we'll examine the accomplishments, controversies, and legacy of one of the most influential economic figures of the last century.

Today's episode is called "The Market Doesn't Care" where we discuss the latest stall in the Iran negotiations, why I don't believe higher interest rates solve an inflation problem caused by war and higher oil prices, and how the stock market continues to push to new all-time highs after ten straight weeks of gains.

We'll also discuss why I believe a correction of 10% or more is possible between now and the election, even as I remain optimistic about the market's longer-term outlook.

Today’s episode is called “When the Oxygen Runs Out”… where we take a hard look at what a blockade actually does—not in theory, but in reality… what happens when you deliberately restrict the flow of energy, cash, and trade into a hostile system… how long a regime can survive when you start pulling away its economic life support… and what happens when oil has nowhere to go—and production itself starts getting shut in.

Because war doesn’t always require direct conflict… sometimes you just cut off the oxygen… and wait.

We’ll also talk about the much-anticipated shift at the Federal Reserve… and whether Jerome Powell is actually on his way out—or not.

Two systems… both reliant on support… and both about to find out what happens when it’s pulled away.

Today’s episode is called “The Slow Path to a Nuclear Weapon” where we break down how North Korea moved from a so-called civilian program to a functioning nuclear arsenal, the critical moments where the world had a chance to act but chose not to, what that timeline reveals about Iran’s current position, how markets and oil are reacting to rising geopolitical risk, and why the Federal Reserve may now be constrained from cutting interest rates this year…

Are we watching history repeat itself in real time — or just another headline markets will eventually shrug off?

Today’s episode is called “When Time Runs Out: Epic Fury” where we break down how years of tension between Iran, Israel, and the United States brought us to this moment, what history quietly teaches about ignoring incremental aggression, how oil and markets are responding, and whether the Federal Reserve’s next move just became more complicated…

Today’s episode is called “There’s a New Sheriff in Town.”

With the announcement that Kevin Warsh will replace Jerome Powell as Chair of the Federal Reserve this May, we take a hard look at what this change really means.

We’ll break down the four major think-tank traditions that shape policy across the Federal Reserve, Congress, and the White House and explain where Warsh fits in that lineage.

We’ll also place Warsh in context against the last five Federal Reserve chairs, exploring how their philosophies shaped markets, how policy drifted over time, and which assumptions may finally be challenged.

Is this just another routine transition at the Fed — or are we about to see monetary reform unlike anything in the last 45 years?