Down The Middle Podcast
1) Why Investors Are Moving Away From U.S. Stocks
After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and discus...Show More
2) How Oil Prices Impact the Markets and Economy
Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus,...Show More
3) AI, the Magnificent 7, Tariffs and Looking Ahead to 2026
From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter an...Show More
4) Long-Term Mortgages, the Magnificent 7 and More
In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month.
5) How Does the Government Shutdown Impact the Markets?
This month, Peter and Jeff discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they're having on the markets. Plus, hear smart money moves to consi...Show More
6) What Does the Fed’s Recent Move Mean for Markets?
The Federal Reserve recently lowered interest rates despite the market remaining near all-time highs — something that’s occurred only 20 times previously. Peter and Jeff discuss the potential reasonin...Show More
7) Looking Back on Jonathan Clements’ Best Moments
Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan’s finest Down the Middle wisdom. He also shares the pla...Show More
8) Concentration Risk, U.S. vs. International and the Bond Market Warning
We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we s...Show More
9) Keys to a Happier Life
In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss t...Show More
10) The Federal Budget Deficit
With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over th...Show More