Big Picture: Navigating the Bubble

Aug 22, 2025 – This morning in Jackson Hole, Wyoming, Fed Chair Jay Powell stated that monetary policy remains restrictive and that adjustments are likely needed. While a rate cut was already widely anticipated for next month’s Fed meeting... 

Aug 22, 2025 – Speaking with Financial Sense, Substack powerhouse Doomberg explores how energy has become the decisive factor in the new global power struggle. The conversation highlights China’s rapid ascent as the largest producer... 

Aug 20, 2025 – Explore the decisive factors in the US-China race for AI supremacy with Woody Preucil of 13D Research and Strategy. While the US leads in chip design and AI models, China’s focus on digital infrastructure, 5G, and electricity production... 

When does waiting for the perfect market moment become a costly mistake? Adam & Matt sit down to ponder that question and unpack the 2024 real estate market - a year where inventory surged 46% while sales volumes remained stubbornly low.From downtown's struggles to a transfor ... Show More

On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks. His newest memo revisits the subject of bubbles. Howard expresses his view that they’re more ... Show More

The fight for the White House is over. The fight for your portfolio is just beginning. Now that Donald Trump has won the 2024 presidential election, and Republicans may end up controlling both branches of Congress, markets are reacting swiftly and strongly – and new leaders (and ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Less than 24 hours after President Donald Trump backtracked on his once-in-a-century trade war to prevent a meltdown in financial markets, frantic selloffs hit US stocks, bonds and the dollar yet again as fears ... Show More

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ... Show More

In this week’s second instalment on bubbles, we dive into America’s tech-driven exuberance and the dangers of the Magnificent Seven. Apple, Tesla, Nvidia, and their pals commanding a third of the S&P 500. Are they truly unshakable titans, or is it the dot-com bubble all over agai ... Show More

On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equities. Burkhard also considers whether this current downturn is more of a short-term “panic-attack”, or the start of a new Bear Market ... Show More

In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wonderin ... Show More

In this power-packed episode of Market Mondays, we explore some of the most critical and timely financial topics affecting today's markets. First, we dive into the complexities of the Yen carry trade—discussing whether it's truly over or if there are more potential financ ... Show More