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 [...]

The Weekly Insight Podcast – $235 Billion Has to Come from Somewhere Last week, the world’s largest IPO landed. Everything else was noise. Economic news, drama in the Strait of Hormuz, and none of it mattered. There was only one story wor [...]