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23 10, 2026

Episode 91: Why Markets Still Feel Safe Even as Credit Stress Builds

By |2026-10-23T10:44:33-04:00October 23rd, 2026|Podcasts, Video|

Share This Post Today! Resilient Stocks, Rising Risks: What Investors Should WatchStock markets continue to show resilience, but the headline performance may not tell the whole story. In this episode, Shaun and the team explore the warning signs emerging beneath the surface and discuss what they could mean for [...]

16 10, 2026

Episode 90: The AI Trade Is Propping Up Markets—but the Breadth Is Weakening

By |2026-10-16T14:07:26-04:00October 16th, 2026|Podcasts, Video|

Share This Post Today! The team breaks down how hot inflation data, rising yields, and concentrated AI-driven earnings are shaping the markets. They also discuss election risks, bond-market signals, energy, gold, and what could be next for stocks.This discussion is for informational purposes only and does not constitute investment [...]

9 10, 2026

Episode 89: Rates Are Rising, Breadth Is Fading

By |2026-10-09T10:22:06-04:00October 9th, 2026|Podcasts, Video|

Share This Post Today! Rising yields are reshaping the outlook for bonds, while gold’s correction and a narrow, AI-led rally raise questions about the market’s underlying strength. The team examines market breadth, shifting rate expectations, and what these trends could mean across equities and other asset classes. This discussion [...]

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