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.

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.

What's ahead for the U.S. stock market and economy in the second half of 2026? SCFR's Chief Investment Strategist Liz Ann Sonders shares her insights.

Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.

The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

What's ahead for the bond market in the second half of 2026? SCFR's Collin Martin shares his insights.

Our point of view on recent market and economic activity.

What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.