The Weekly Insight Podcast – The Dollar Trilemma (And Why Precious Metals Just Tanked) EDITOR’S NOTE: Due to travel next week, there will be no Weekly Insight Memo or Podcast on February 16th. We’ll be back with you on February 23rd. See [...]

The Weekly Insight Podcast – The Great Rebalancing There was no shortage of headlines last week (Fed meeting, new Fed chair, gold, and silver, etc.). But behind the noise, earnings season is quietly reshaping how markets are behaving. It [...]

The Weekly Insight Podcast – Financial Stoicism For as long as man has existed, we have been trying to wrap our heads around a moral framework through which to see the world. Religions have filled this role for many. Non-religious philoso [...]

The Weekly Insight Podcast – The Biggest Thing Nobody Is Talking About We’ve talked a lot in these pages over the last six years about “understanding the big things.” We can’t possibly predict day-to-day or week-to-week movements in a sto [...]

The Weekly Insight Podcast – Oil Still Matters What a start to the New Year! Markets are humming along (S&P up 1.76% YTD!). And just like last year, and the year before that, and the year before that, and on and on…we have some new in [...]

The Weekly Insight Podcast – 2025: Lessons Learned Editor’s Note: Just a reminder that the New Year will start with the latest edition of the Insight Newsletter, our quarterly update from all the Insight Companies. As such, there will be [...]

The Weekly Insight: Can 2026 Continue the Trend? Happy Holidays! It’s shocking to realize that 2025 is almost behind us. We suppose they’re right when it’s said that the years fly by more quickly as you age! Barring whatever may happen in [...]