What the Fed's monetary-policy tools signal about the market.

A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

What’s ahead for global equities in the second half of 2026? SCFR's Chris Ferrarone shares his insights.

Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.