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Latest Episodes
Q2 2025 Market Commentary: Tariffs
Welcome to our Q2 2025 market commentary!Join us as we discuss:➡️Q1 review➡️Cars and tariffs➡️Bonds and interest rates➡️Our outlook➡️Bull case / Bear caseTo stay in th...
Episode 69 | What's going on in markets right now. Liberation day and what we think is next
Join Chris Kaminski & Hao Dang as they discuss:➡️What's going on in markets right now➡️Liberation day and what we think is nextTo learn more about us or stay in the lo...
Episode 68 | Correction on uncertainty, consumer confidence hits a new low, maleficent 7
Join Chris Kaminski & Hao Dang as they discuss:➡️Correction on uncertainty➡️Consumer confidence hits a new low➡️Maleficent 7To learn more about us or stay in the loop,...
Episode 67 | Tariffs, The top 10% account for 50% of consumer spending, Trump trade unwound
Join Chris Kaminski & Hao Dang as they discuss:➡️Tariffs➡️The top 10% account for 50% of consumer spending➡️Trump trade unwound➡️Consumer confidence To learn more abou...
Episode 66 | Trump's FTC, Federal worker reduction, International stocks beating US, RIP US penny
Join Chris Kaminski & Hao Dang as they discuss:➡️Trump's FTC➡️Federal worker reduction➡️International stocks beating US➡️RIP US pennyTo learn more about us or stay in ...