Jan 23, 2026
Tony Zhang, Blaine Reed and Rich Excell are back with the first episode of 2026. At least nothing has been going on so far this year! The teams talks about 'Sell America', tech stocks, term premia and capital flows. A lot to cover in a short time
This podcast is worth 0.75 PL (continuing education) credits. For those...
Dec 11, 2025
Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2026? What are the various markets thinking? How are Blaine, Tony and Rich trying to navigate the markets? Have a listen to find out
Nov 17, 2025
Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can Fed rate cuts help job losses from AI? Have a listen to find out
Nov 3, 2025
Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI
Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of...
Oct 23, 2025
Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out