The Weekly Insight Podcast
1) Fed Signals & Tech Turbulence
The market news last week was enough to give you whiplash. The Fed cut rates (Yay!). Powell intimated no more cuts in December (Boo!). Tech earnings were solid (Yay!). Some tech companies were punishe...Show More
2) Fed Certainty
It’s Fed Week again. And by every measure, it seems certain we’re going to get another rate cut. But what should we make about the market’s certainty (100%!) that rate cuts will continue in December a...Show More
3) The Investment Risk in AI
Over the last several weeks, there has been a proliferation of articles and commentators questioning the extremely large capital expenditures of AI firms as they ramp up their capacity. It’s a saying ...Show More
4) Shut It Down?
It’s shutdown time in Washington, D.C. again. It’s always a dramatic time in the news. But is it something that should concern us as it relates to portfolios? Read more here: https://insightwealthgrou...Show More
5) This Time It's Different
Read more here: https://insightwealthgroup.com/the-weekly-insight-this-time-its-different/
6) Don't Get Too Excited (About Rate Cuts)
We know we’re not breaking any news when we tell you Chairman Powell and the Fed cut rates last week. The long-anticipated cut was received very well by markets which closed the week at all-time highs...Show More
7) The Two Types of Corrections
The Fed is meeting this week and expected to cut rates. In the media’s calculus this should be good for markets. But it wasn’t particularly good the last time they cut rates. So what happens if the ma...Show More
8) A Court Battle Over Tariffs
Read more here: https://insightwealthgroup.com/the-weekly-insight-a-court-battle-over-tariffs/
9) Powell's Predicament
Read more here: https://insightwealthgroup.com/the-weekly-insight-powells-predicament/
10) CPI’s Oft-Forgotten Cousin
The big news in the markets last week was the CPI data. It was a bit of a mixed report. If you were looking for good news, it was there. The same goes for bad news. But the report we found more intere...Show More