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

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.

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

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

IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

RSM Chief Economist Joe Brusuelas joins the show to discuss how a "split-screen" economy is being driven by inequality and asset concentration—and more.

Cooper Howard explains how municipal bonds can offer potentially attractive after-tax income, especially for higher earners, but require careful evaluation of tax brackets, credit quality, and relative value versus Treasuries and corporate bonds.

Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.