All Episodes
Episodes
60: Inflation is Cracking
We jump on the pod early to discuss the CPI and how inflation appears to be really slowing down. The next few weeks of earnings season will be critical--so let's use this to modify our 2023 outlook.
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59: The Fed is Winning
After a not-so-relaxing holiday break, let's explore how the market is waking up to 2023 and how the back half of this downturn will take shape.
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58: Jerome Powell Drops the Hammer
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We explore our 2023 outlook and discuss where the market can take Powell's brutally hawkish Fed comments.
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57: Has Inflation Finally Peaked?
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56: Labor Stay Strong While the Fed Teases a Pivot
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The team sifts through a grab-bag of a week as we gear up for a retail resurgence and next week's CPI print
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55: The Downturn Takes Shape
We go over the lingering fallout from the FTX debacle and try to make sense of a market limping its way through the tail end of earnings season
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54: CPI Sends Stocks Soaring During Crypto Meltdown
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53: The Fed Signals a Slowdown
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52: Big Tech Gets Pummeled in Earnings Season
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51: Earnings Season off to a Strong Start
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50: Inflation Keeps Heating Up
49: The Looming CPI
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