The W.I.P. podcast

Next Move Revealed

30/10/2026

The W.I.P.

0:00

5:50

The AI company behind Claude is going pubic. Why does Anthropic’s initial public offering have implications for the broader stock market? Some of big Tech’s biggest companies announced earnings this week with mixed results. Who had a good quarter and who didn’t? The Federal Reserve voted to keep interest rates unchanged. What did this week’s meeting reveal about the Fed’s next move?

Altri episodi di "The W.I.P."

The Q&A Episode
13/11/2026
18:55
This week we drop another Q&A episode with my colleague, Mario Bernardi. In this episode we discuss The Mag Seven, Playing Catch Up, and Our Life Influences.
Single Mandate
6/11/2026
5:33
The AI trade tumbled this week. Who is to blame for the sell off? The IRS released new tax brackets for the 2027 tax year. What numbers should investors be aware of? Finally, October’s jobs report provided a big surprise. Why is the labor market making the Fed focused on one thing?
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Next Move Revealed
30/10/2026
5:50
The AI company behind Claude is going pubic. Why does Anthropic’s initial public offering have implications for the broader stock market? Some of big Tech’s biggest companies announced earnings this week with mixed results. Who had a good quarter and who didn’t? The Federal Reserve voted to keep interest rates unchanged. What did this week’s meeting reveal about the Fed’s next move?
Political Investing
23/10/2026
5:54
Elon Musk supports a merger between SpaceX and Tesla. How will his endorsement impact proceedings? Meta is creating a new class of stock. Why is the owner of Facebook issuing new shares? Finally, mid-term elections are less than two weeks away. What outcome could be the best for your money?
Bank Caution
16/10/2026
4:45
Investors are getting nervous over the AI trade. What companies are causing the most concern? Social Security benefits are going up next year. How is the COLA keeping up with inflation? Finally, major banks released earnings this week. Why was their guidance cautious?
Mike Ochoa Interview
9/10/2026
12:18
This week, The W.I.P drops an interview with our guest Mike Ochoa. In our conversation, Mike and I discuss why rates are moving higher and what opportunities investors should be aware of right now.
Q3 Market Outlook
2/10/2026
15:18
This week, The W.I.P drops a quarterly market outlook with our guest Chris Fallon. In our conversation, Chris and I discuss Q3 talking points like the resilient stock market, September’s rate hike, and what higher rates could mean going forward.
Pleasant Surprise
25/9/2026
5:36
Yields on longer-term US treasuries are at 20 year highs. How does this impact your money? An OpenAI model hacked the Australian government. What will the reaction be? Finally, with treasury yields at multi-decade highs investors are wondering what comes next. Why does history suggest a pleasant surprise?
Moving Speeches
4/9/2026
5:29
The August jobs report has dropped. What did the labor market do last month? Changes are coming to Social Security. How safe is your benefit? Finally, Kevin Warsh delivered the keynote at the Jackson Hole Symposium. Why did his comments move the market?
Circular Financing
28/8/2026
5:02
Trade war negotiations between the US and Canada are circling the drain. How could the standoff cost you more? Some software companies are bouncing back this week. What unlikely partnership is helping? Finally, Nvidia announced earnings this week. Where is the AI economy heading?

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