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Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
On Investing
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
On Investing
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.
On Investing
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.
On Investing
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
On Investing
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.
Market Outlook
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.