O tomto podcastu
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
Epizody
Nejnovějších 20 z 228 epizod
- The Price Was Always the Problem · 15 minGoogle grew revenue 25% last quarter. Cloud revenue more than doubled. The stock fell nearly 14% in two days. That's not a contradiction. It's the clearest signal yet of what the…
- The American Moat · 17 minAmericans have never felt worse about the economy. Literally. The five lowest consumer sentiment readings in 74 years all came in 2026. But here’s what the data says since…
- One Dollar Over: Why Income Planning Matters · 15 minOne dollar of income can cost a retired couple $2,000 a year. That's how IRMAA works. Cross a Medicare income threshold by $1, and your Part B premium jumps for the entire year…
- The Chart You’re About to See Everywhere · 13 minEvery financial commentator is about to show you the same chart. Midterm years are historically the market's worst. The year after? The best. Since 1954, the S&P 500 has climbed…
- Something Always Breaks... Eventually · 13 min"Something always breaks." That was the warning in a CNBC story last week, citing 16 times since 1970 that a rapid rise in rates came with a financial crisis. With the 10-year…
- The Fed Didn’t Hike Rates. The Market Did. · 13 minThe Fed didn't hike rates last week. The market did. By the close of business the day before Kevin Warsh's decision, traders had priced in a 90%+ chance of a rate hike. Bank of…
- A Trillion Dollar Game of Musical Chairs · 17 minNot a single recession indicator is flashing red right now. That should be reassuring. It isn't. And the reason why traces back to an economist who's been dead for almost 30…
- What’s the Bond Market Telling Us? · 15 minThe bond market doesn't make headlines like stocks do. No breakouts. No "to the moon." Just yields, spreads, and math. But right now, it might be telling us more than the stock…
- A Discipline, Not a Decision · 16 minFour years ago, Jerome Powell used Jackson Hole to warn markets that rate hikes were going to be painful and longer than expected. It became one of the most consequential…
- The Cure Won't Pay the Bills · 18 minModerna's melanoma trial results moved the stock this week — and a lot of the healthcare sector with it. The excitement is real. Personalized, tumor-built cancer treatment is a…
- Time to Pick a Side? · 15 minWall Street just posted one of its greediest readings in over 20 years. The American consumer just posted one of the most pessimistic readings we've ever measured — in 74 years…
- Raising Investors · 20 minA client of ours spent $80,000 to teach his family how money works. He'd built something over 30+ years. What kept him up wasn't whether his kids would inherit it. It was whether…
- Patience Is Wearing Thin · 13 minAlphabet had a tremendous quarter on Wednesday. The market took $299 billion from them anyway. By Thursday's close, the Magnificent Seven had lost $895 billion in a single day…
- The Lie We All Agreed To · 14 minSix politicians. Two parties. Twenty years. The exact same promise: "I will not touch your Social Security." Every one of them was making a promise the math couldn't keep. In…
- When Optimism Becomes a Risk · 14 minNearly every quarter, Wall Street lowers the bar right before earnings season. It's not a conspiracy — it's self-preservation. An analyst who calls 2% growth and sees 3% looks…
- The Great Rebalancing: Part II · 16 minThe Magnificent 7 are down over 10% since October 29th. The other 493 stocks in the S&P 500 are up nearly 15%. That's a 25-point gap. And almost no one is talking about it. This…
- The Warsh Standard · 12 minThe Fed spent the better part of a decade talking too much. On Wednesday, Kevin Warsh signaled that era is over. His first press conference as Fed Chairman didn't just announce a…
- $235 Billion Has to Come from Somewhere · 17 minRead more here: https://insightwealthgroup.com/the-weekly-insight-235-billion-has-to-come-from-somewhere/
- The Chokepoint (Revisited) · 13 minThree months ago we published a memo called "The Chokepoint" — written the morning the U.S. started bombing Iran. We laid out exactly what a prolonged Strait of Hormuz closure…
- SpaceX IPO: Go/No-Go? · 21 minEveryone wants SpaceX shares. The phones haven't stopped. So, we did what we always do: we looked at the data first. What is SpaceX actually selling? Three businesses. One is…
