The Weekly Insight Podcast – Raising Investors We had a remarkable experience this weekend that got us thinking. Before we dive in, let us set the table. Insight has a client – let’s call him Steve (*names have been changed to protect the [...]

The Weekly Insight Podcast – Patience Is Wearing Thin Earnings season is in full swing. And amidst all the other things happening – oil spiking on more conflict in Hormuz, a Fed meeting this week – the big names started to come to the tab [...]

The Weekly Insight Podcast – The Lie We All Agreed To Editor’s Note: This week is a big week in Iowa. It’s time for RAGBRAI – the Register’s Annual Great Bike Ride Across Iowa. Several thousand slightly crazy people will hop on their bike [...]

The Weekly Insight Podcast – When Optimism Becomes a Risk This has been a remarkably good year in the market. War, energy disruptions, inflation risk. None of them have been able to pierce the veil of the growth happening in the U.S. econ [...]

The Weekly Insight Podcast – The Great Rebalancing: Part II Editor’s Note: The Weekly Insight will be taking next week off due to the Fourth of July Holiday (Happy 250th, America!). Additionally, our offices – and the market – will be clo [...]

The Weekly Insight Podcast – The Warsh Standard There was a time – during the post-COVID inflation surge – that this memo could have been aptly retitled “The Weekly Fed.” We spent considerable time in these pages discussing Fed policy and [...]