The Weekly Insight Podcast – Cuts Are Coming... Now What? Another Fed meeting is coming this week. Another press conference from Chairman Powell. Another round of speculation and drama from the financial media. And yet another Weekly Insi [...]

The Weekly Insight Podcast – Crowd Struck There’s a lot to talk about this week – from the start of tech earnings to the latest inflation figures to the seeming beginning of a rotation from tech to the rest of the market. But before we di [...]

The Weekly Insight Podcast – Panic or Certainty? A little over four years ago, on a Sunday afternoon, it became clear that the U.S. economy was going to be shut down in response to COVID-19. The next day, President Trump stepped to the po [...]

The Weekly Insight Podcast – The Math Doesn't Lie As we enter the home stretch of the Presidential campaign season, there will be a lot of barbs being thrown back and forth between the candidates. Abortion, illegal immigration, foreign po [...]

The Weekly Insight Podcast – A Messy Presidential Election As we prepare to celebrate Independence Day, it’s an important time to remember just how messy our political system has been for the last 248 years. There was the 1924 Democratic [...]

The Weekly Insight Podcast – What's the Deal with NVIDIA? In last week’s memo, we included a chart from a tweet we saw that blew more than a few of our readers away. Let’s look at it again. That’s right, as of a few weeks ago, NVIDIA had [...]

The Weekly Insight Podcast – They Don't Believe You Before we dive in, we just wanted to offer a (belated) Happy Father’s Day to all the dads out there. As we have many dads on our team, it’s a special day. But don’t tell our kids that it [...]