We break down the outlook for stocks and the economy, including earnings growth expectations, Fed policy, and why corporate profits remain strong while households feel pressure. The episode explores AI-driven growth, productivity gains, inflation and wage trends, and the outlook for emerging markets and small caps. We then step back to examine lessons from history—herd behavior, technology adoption cycles, debt-fueled booms, and why asset prices often peak well before the economy slows—ending with the key question for investors: where are we now in the cycle?

This episode covers the key trends shaping 2026: Venezuela’s stalled oil and the U.S.–China energy dynamic. We break down stock market highs, AI-driven capital shifts, gold and silver surges, oil forecasts, and what consumers can expect from inflation and unemployment. Stay ahead of the trends with our market and economic insights.

In this episode, Jerry sits down with Dave Abramson to explore the current economic landscape. They compare today’s market to the dotcom era, discuss whethercurrent conditions resemble a mania, and examine the GDP vs. labor dichotomy. The conversation covers the contributions of tech investment versus consumer spending to GDP growth, the outlook for the economy, gold, and inflation, andthe realities of a K-shaped economy. They also touch on historical correlations between inflation and wars.

In this episode, Jerry and Michael examine whether the long-anticipated Santa Rally is still in play and why NDR’s “Don’t Fight the Fed” message continues to matter for investors. The conversation continues with an in-depth interview with RandyGrudzinski of Empire Group, where they explore major population shifts, rising multifamily demand from current generations, and how changes in supply are reshaping the broader housing and real estate landscape.

This week, we dig into the markets — starting with oil, where contrarian signals, rig counts, producer sentiment, and Tobin’s Q are all flashing interesting clues. We break down what seasonality and sentiment mean for stocks right now, andtake a hard look at the economy: from labor trends and unemployment to the strength of upper-end consumers and the outlook for possible Fed cuts in 2026. Then we’re joined by Ed Clissold of NDR for a wide-ranging conversation onvaluations, the AI craze, investor pessimism, market breadth, and how he sees the landscape shaping up through 2026 and beyond.

Get ready to see what’s shaping the future of the economy. In his episode, Jerry and Michael dive into government investment savings accounts for kids, explore the two major macro factors that could define the next decade, and provide the latest updates on the economy. They also take a close look at both bullish and bearish perspectives on the markets, giving you the insights you need to stay informed and ahead of the curve. Tune in and prepare for what’s ahead!

Jerry and Michael break down the latest market and economic trends before diving into the fascinating history of market manias. Using the Bank Credit Analyst’s five classic stages of a stock mania, they walk through each step and explore whether today’s excitement around AI is edging into mania territory. Insightful, timely, and packed with perspective — this is an episode every investor will want to hear.

This week, Jerry and Michael break down the mid-term election year markets, the early-stage AI boom, and what investors should watch in a K-shaped economy. From mixed economic signals and consumer sentiment to margin debt and valuations, they separate the noise from the real market drivers. Tune in for clear insights on today’s opportunities—and risks.