The Weekly Insight Podcast – Fed Certainty It’s Fed week. Another interest rate decision looms. Much mashing of teeth will ensue on Wall Street as Chairman Powell steps to the podium to speak Wednesday afternoon at 1:30PM CDT. None of tha [...]

The Weekly Insight Podcast – The Investment Risk in AI As you know from reading these pages before, we tend to disagree with the general themes of the investment prognosticators on TV. It seems there are only two options available when it [...]

The Weekly Insight Podcast – Shut It Down? The big news this week was pretty obvious: for the 11th time in history, the Federal Government shut down due to Congress’ inability to pass spending legislation that the President would sign. Th [...]

The Weekly Insight Podcast – This Time It's Different The four most dangerous words in the world of finance are simple: This Time It’s Different. Too often, it’s justification for the hopes and longings (or the fears and panic) of investo [...]

The Weekly Insight Podcast – Don't Get Too Excited (About Rate Cuts) Powell and the Fed made their pronouncement from the Capitol on Wednesday. We’re sure we’re not breaking any news when we tell you the long-awaited rate cut has arrived. [...]

The Weekly Insight Podcast – The Two Types of Corrections Almost exactly three years ago – in the middle of the worst year in markets this decade – we wrote a memo titled “Good Jobs Bad/Bad Jobs Good?”. The thesis, at the time, was that t [...]

The Weekly Insight Podcast – A Court Battle Over Tariffs We hope this finds you well after the Labor Day holiday. It was a big week here in Iowa – CyHawk week! – as our two big schools went head-to-head for bragging rights on Saturday. Fo [...]