Single Mandate

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.

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?

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?

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?

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?

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.

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.

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?

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?

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?