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The most important charts and themes in markets and investing... 00:00 Intro 00:37 A Stunning Rotation 06:52 Trouble in Credit 11:55 The Bond Market Recovery: Almost Complete 16:32 A Split Within the Fed 20:38 Tariff Confusion Continues 30:34 Rising Real Wages
The most important charts and themes in markets and investing... 00:00 Intro 01:10 Iran: What Happens Next? 12:45 Why Have Stocks Been So Resilient? 28:28 Is the Consumer in Trouble? 34:23 Forget About Rate Cuts 40:50 Falling Homicide Rates
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A few weeks have elapsed since the prior episode was made available on 1/19/2026.
The most important charts and themes in markets and investing...
00:00 Intro
00:37 A Stunning Rotation
06:52 Trouble in Credit
11:55 The Bond Market Recovery: Almost Complete
16:32 A Split Within the Fed
20:38 Tariff Confusion Continues
30:34 Rising Real Wages
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
01:10 Iran: What Happens Next?
12:45 Why Have Stocks Been So Resilient?
28:28 Is the Consumer in Trouble?
34:23 Forget About Rate Cuts
40:50 Falling Homicide Rates
Video
Blog