The Weekly Insight Podcast – Transitory If there is one word Jerome Powell regrets from 2021, it’s “transitory”. It was how he referred to inflation at the time, insisting it was just being driven by supply chain issues and wouldn’t last. [...]

The Weekly Insight Podcast – What Does a Recession Mean for the Market? In a move that surprised exactly no one, we had more volatility in the market last week. Fears of President Trump’s trade policies led markets down. Good inflation da [...]

Editor’s Note: There will not be a Weekly Insight Podcast this week as we ran into some “technical difficulties”. It will be back next week! Markets took another leg down last week. And they did so despite some positive news on the econom [...]

The Weekly Insight Podcast – Drama In a conversation with a client late last week, there was a comment made that caused some reflection. The client essentially said “I feel bad for you guys. It seems like you just have to go from drama to [...]

The Weekly Insight Podcast – 5 Years Later Five years ago today – February 24, 2020 – we wrote the first “Weekly Insight Memo”. It wasn’t meant to be a weekly memo. Just our take on COVID as the world – and the markets – were starting to [...]

The Weekly Insight Podcast – Trade War Editor’s Note: The Weekly Insight will be taking a week off next week due to travel and we will not be publishing a column or podcast on Monday, February 17th. We’ll be back in two weeks! Most every [...]

The Weekly Insight Podcast – Hubris Financial markets – if you are intellectually honest with yourself – are wildly humbling. Just look at last week’s edition of the Weekly Insight. We made what, to be fair, were some pretty easy expectat [...]