Tea and Crumpets
T&C | Episode: Gamma Claus Is Coming To Town
We discuss the recent mania around levered ETFs and the market mechanics that make these so volatile. We also take our first look at investor response to Trump’s win and what we think some of the over (and under) reactions have been so far, and what the true implications of changes in fiscal and regulatory policy may mean.
T&C | Episode 75: Undecided Boaters
This week, Will and Adam discuss how markets typically respond to the election cycle, and the importance of staying committed to the long-term view when it comes to investing. We also do a deep, some may say submarine, dive on the phenomenon causing some of the extreme weather we are seeing, and compare this type of explosion and its effects to how the explosion of post-Covid stimulus has affected inflation, stocks, and bonds.
T&C | Episode: Not Chicken Anymore
We recap the historically strong year-to-date performance of equities and compare Q3 versus the first half of the year. We also delve into the potential market implications of the upcoming presidential elections as well as the ongoing (and escalating) conflict in the Middle East.
T&C | Episode: Podcast or podcats?
Special guest Kalee Kreider joins us to discuss the recent presidential debate, its impact on the November election, and all things political. We also explore the impact of broad trends like inflation and AI on the election, the economy, and markets.
T&C | Episode: We Need These Jobs
Will and Adam discuss the large downward revision in job creation and analyze its causes and implications. With the Fed meeting in Jackson Hole, they review its current stance on interest rates versus market expectations, as well as the divergent paths the market has historically taken around rate cutting cycles.
T&C | Episode: Hiatus Over
Will and Adam return to provide insight on recent market tumult. We look at the causes (recession concerns, Japanese bank policy) and the effects (sharp decline, quick rebound, spike in volatility). We compare what is normal about today’s environment versus the anomalies that cause us some concern.
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