Is the next leg of the bull market already underway? We break down how housing could re-ignite growth under Trump-era policies that resemble QE by another name, why stocks continue to confirm a bull market with expanding participation, and how a jobless boom and production-led growth are reshaping the economy. We also revisit 1970s-style inflation cycles, extreme pessimism in oil, and why long-term dollar weakness and rising gold reserves may signal a shift in global capital flows.

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 whether current 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, and the realities of a K-shaped economy. They also touch on historical correlations between inflation and wars.

In this episode, Jerry and Michael dive into EPB Research’s perspective on current unemployment trends and take a closer look at how U.S. markets are stacking up against global markets. The conversation then shifts to an in-depth interviewwith Alejandra Grindal of Ned Davis Research, covering the outlook for Federal Reserve easing, seasonal patterns in a midterm election year, and where the U.S. employment cycle stands with little room for error. They also explore whattypically happens when the Fed cuts rates after long pauses, whether the U.S. dollar’s star status is at risk, the implications of the U.S. trade deficit, the evolving U.S.–China rivalry, and what lies ahead for emerging markets.

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, and take 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 this 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!