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
Oct 6, 2025
Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest cracks in the credit markets? Have a listen to find out
Aug 29, 2025
The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing?
Have a listen to find out
Aug 15, 2025
Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered.
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