The Weekly Insight Podcast – Three Big Things, Tariffs If you’ve been reading these pages for long, you’ve heard us talk a lot about “understanding the big things”. You can think about it as swimming in a large body of water with a curren [...]

The Weekly Insight Podcast – Survival of the Fittest That was a wild week in the markets. And so was the one before it. At some point, crazy and volatile might start to seem normal. But it hasn’t yet. The leading force, of course, was Pre [...]

The Weekly Insight Podcast – Fortitude When you push the button to take you to the latest edition of this memo (or our podcast), your action – much like everything on the internet – is recorded. And, while we can’t tell who is reading thi [...]

The Weekly Insight Podcast – Liberation Day? Happy ADK Day, as we call it at Insight! Today is Andrew Kleis’ (one of Insight’s founders) birthday. He shares his birthday with none other than Johann Sebastian Bach, which explains his amazi [...]

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 [...]