Shelton Capital Management | Real Investment Insights
by Shelton Capital Management
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From 7 epsHost
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Recent episodes
June Review & Outlook: Despite Uncertainties the U.S. Economy Powers On
Jun 18, 2026
6m 31s
Fixed Income Markets in a Higher for Longer Environment
Jun 15, 2026
7m 04s
May Review & Outlook: Higher Food and Energy Prices Are Not Enough to Derail the U.S. Economy
May 22, 2026
12m 04s
The Fed Pivot: What a Policy Shift Could Mean for Markets
Apr 27, 2026
6m 14s
When Currency Matters: Navigating International Equity Returns
Apr 27, 2026
6m 25s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | June Review & Outlook: Despite Uncertainties the U.S. Economy Powers On | In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses that despite ongoing conflict in the Middle East, the U.S. economy is showing signs of accelerating growth in the second quarter after a relatively soft start to the year. As often happens, stock market volatility is creating a lot of unease that masks the positive fundamentals. Legitimate concerns about stock market valuations are being stoked by unnerving headlines that ign... | 6m 31s | ||||||
| 6/15/26 | Fixed Income Markets in a Higher for Longer Environment | Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes. In our view, Warsh is likely to chair the board independently and pragmatically in an environment that would make it difficult to justify easing policy while inflation remains elevated. At the same time, we do not anticipate ... | 7m 04s | ||||||
| 5/22/26 | May Review & Outlook: Higher Food and Energy Prices Are Not Enough to Derail the U.S. Economy✨ | market updateU.S. economy+4 | Gary Stringer | Shelton Capital Management | U.S. | food pricesenergy prices+4 | — | 12m 04s | |
| 4/27/26 | The Fed Pivot: What a Policy Shift Could Mean for Markets✨ | Federal Reserveinterest rates+3 | Jonathan BernsteinGary Stringer | Federal ReserveShelton Capital Management | — | Federal Reserveinterest rates+3 | — | 6m 14s | |
| 4/27/26 | When Currency Matters: Navigating International Equity Returns✨ | currency movementsinternational equity returns+3 | Gary Stringer | Shelton Capital Management | — | currencyequity returns+3 | — | 6m 25s | |
| 4/20/26 | April Review & Outlook: Beyond the Headlines, A Broader Opportunity Emerges.✨ | market updateeconomic expansion+4 | Gary Stringer | Shelton Capital Management | U.S. | market updateeconomic expansion+5 | — | 10m 40s | |
| 4/10/26 | Prosperity Engine✨ | U.S. economyproductivity+4 | Gary Stringer | U.S. economyAI+4 | — | U.S. economyproductivity+5 | — | 5m 25s | |
| 4/10/26 |  Rotation, Not Recession: A Broadening Market Emerges✨ | Market RotationEconomic Resilience+4 | — | U.S. Federal Reserve | — | market rotationeconomic growth+3 | — | 10m 49s | |
| 3/29/26 |  Resilient By Design: Why the U.S. Economy Keeps Surprising✨ | U.S. economygeopolitical tension+5 | — | U.S. Economy | United States | U.S. economygeopolitical tension+4 | — | 9m 15s | |
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