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On the show
From 12 epsHosts
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Recent episodes
Markets weigh AI bubble risk as Fed outlook turns hawkish
Jun 15, 2026
Unknown duration
Tech strength holds as inflation heats up
May 28, 2026
31m 34s
Markets rebound after Iran ceasefire, but risks remain
Apr 27, 2026
22m 17s
Iran war, oil backwardation, and the Fed’s next move
Mar 25, 2026
23m 11s
When policy, AI, and markets test investor conviction
Mar 2, 2026
27m 57s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/15/26 | Markets weigh AI bubble risk as Fed outlook turns hawkish | AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand. | — | ||||||
| 5/28/26 | Tech strength holds as inflation heats up✨ | tech strengthinflation+3 | Jack JanasiewiczBrian Hess | Natixis Investment Managers | — | tech strengthinflation+3 | — | 31m 34s | |
| 4/27/26 | Markets rebound after Iran ceasefire, but risks remain✨ | market reboundIran ceasefire+3 | Jack JanasiewiczBrian Hess | — | Iran | Iran ceasefiremarket rebound+3 | — | 22m 17s | |
| 3/25/26 | Iran war, oil backwardation, and the Fed’s next move✨ | Iran waroil backwardation+3 | — | Fed | IranUS | — | — | 23m 11s | |
| 3/2/26 | When policy, AI, and markets test investor conviction✨ | policyAI+2 | Jack JanasiewiczBrian Hess | — | — | — | — | 27m 57s | |
| 1/6/26 | Growth to inflation: 4 things that may surprise in 2026✨ | growthinflation+2 | — | — | — | macro expertseconomic outlook+1 | — | 20m 15s | |
| 11/25/25 | Employment, inflation, and AI: Looking back on 2025✨ | employmentinflation+4 | — | — | — | — | — | 19m 40s | |
| 9/22/25 | Stocks get stronger while labor market gets weaker. What’s next?✨ | labor marketFed policy+1 | Jack JanasiewiczBrian Hess | Fed | — | stockseconomic outlook+1 | — | 23m 49s | |
| 8/22/25 | Labor market slows as tech drives US economic growth✨ | labor markettech-driven growth+2 | — | Fed | US | retail dataincome data+1 | — | 27m 11s | |
| 8/15/25 | Five institutional investment trends – midyear 2025✨ | institutional investmentportfolio trends+1 | — | Natixis | — | return environmentinvestment trends | — | 10m 14s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 7/11/25 | US dollar weakness and tariff impact surprises✨ | US dollartariffs+1 | — | — | US | currencytrade+1 | — | 23m 36s | |
| 6/12/25 | Same old song and dance: Slower growth, inflation & tariffs✨ | equity reboundlong-duration bond sell off+2 | — | Natixis | — | — | — | 19m 22s | |
| 6/10/25 | 4 megatrends that could impact investment returns✨ | megatrendsinvestment returns+1 | — | — | — | investmentreturns+1 | — | 15m 18s | |
| 2/27/25 | Credit spreads are tight – and why this may not change soon | Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios. | — | ||||||
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