The Weekly Insight Podcast – SpaceX IPO: Go/No-Go? In our 14 years as a firm (and many more in this business), there aren’t many things we see for the first time anymore. COVID was one. The collapse of the financial sector in 2008 was one [...]

The Weekly Insight Podcast – The Space in the Middle The thing about writing market commentary is that you can find statistics to justify pretty much any position you want to take. Want to argue the consumer is healthier today than they w [...]

The Weekly Insight Podcast – Avoiding the Hidden Inheritance Tax We’ve spent considerable time in these pages over the last several years talking about all that could go right or wrong with public markets. But, if you’ve been paying atten [...]

The Weekly Insight Podcast – The Math Problem: What Do Rising Gas Prices REALLY Mean? You’re used to this old game by now. Something significant happens in Washington and both sides start spitting out their spin. It’s nothing new. And we [...]

The Weekly Insight Podcast – Being Right Isn't Enough “There is nothing so disastrous as a rational investment policy in an irrational world.” – John Maynard Keynes John Maynard Keynes is the godfather of modern economic thought. The COVI [...]

The Weekly Insight Podcast – The Market Moved On. The Strait Didn’t. Three weeks of rallies. One weekend of attacks on shipping. And we’re back to the same discussion. Markets have gone for quite a run. It took just nine days to erase the [...]

The Weekly Insight Podcast – The Next Big Thing(s) The markets did something last week they haven’t done since the start of the conflict in Iran: they had a positive week! It all started on Tuesday when the President of Iran – Pezeshkian [...]