Top of Mind with Consilio Wealth

Episode 61 | Trump trade, TCJA round 2, inflation and immigration, FTC and SEC leadership

Join Chris Kaminski & Hao Dang as they discuss:➡️The Trump trade➡️Tax Cuts and Jobs Act round 2➡️Inflation and immigration➡️FTC and SEC leadershipTo learn more about u...

November 20, 2024 / 47:48/E61

Episode 60 | Longshoremen union, Tesla's robo taxi, Social Security tax 2025, Boeing lays off 10%, HYSA dropping fast

Join Chris Kaminski & Hao Dang as they discuss:➡️Longshoremen union still holding out➡️Tesla's robo taxi➡️Social Security tax limits for 2025➡️Boeing lays off 10% of w...

October 23, 2024 / 34:42/E60

Episode 59 | AMZN back 5 days, META impresses, Inflation drops, Jobs blowout

Join Chris Kaminski & Hao Dang as they discuss:➡️AMZN requires employees in office 5 days a week➡️First inflation print after rate cuts➡️META impresses at product laun...

October 9, 2024 / 46:40/E59

Q4 2024 Market Commentary: Volatility Strikes Back

Welcome to our Q4 2024 market commentary!Join us as we discuss:➡️Volatility➡️S&P nearly touches a correction➡️Fed rate cuts➡️The election➡️Our outlookTo stay in the lo...

October 8, 2024 / 22:44/Bonus

Episode 58 | Fed cuts .50%! Domino effects, MSFT inks deal with Constellation to power AI

Join Chris Kaminski & Hao Dang as they discuss:➡️The Fed cuts rates by .50%!!!➡️Domino effects of a rate cut➡️Microsoft inks deal to buy energy from Constellation to s...

September 25, 2024 / 35:56/E58

Episode 57 | GLP-1 usage and impacted industries, taxing unrealized gains, thematic ETFs

Join Chris Kaminski & Hao Dang as they discuss:➡️GLP-1 drug usage and impacted industries➡️Bare necessities➡️Taxing unrealized gains➡️Thematic ETFs (watch out)To learn...

September 12, 2024 / 43:02/E57

Episode 56 | Companies say economy is fine, Chipotle CEO to SBUX, Fed, Jobs, Grocery price gouging

Join Chris Kaminski & Hao Dang as they discuss:➡️Companies aren't concerned about the economy➡️Chipotle CEO goes to Starbucks, and gets a remote job➡️The Fed swings do...

August 28, 2024 / 53:51/E56

Episode 55 | Market selloff, unwinding the carry trade, Fed pause/blame, Sahm Rule goes viral

Join Chris Kaminski & Hao Dang as they discuss:➡️Market selloff...worried?➡️Unwinding the carry trade➡️Fed pause (and blame?)➡️Sahm Rule goes viralTo learn more about ...

August 14, 2024 / 42:12/E55

Episode 54 | 3 stocks drove 50% of S&P, small caps get 6 months in days, the top performing stock

Join Chris Kaminski & Hao Dang as they discuss:➡️Three stocks drove 50% of S&P gain in the first half of 2024➡️Small caps register 6 months of performance in days➡️Pre...

August 7, 2024 / 53:36/E54

Q3 2024 Market Commentary - The Market Expected At Least Three Rate Cuts by Now. What Happened?

Welcome to our Q3 2024 market commentary!Join us as we discuss:➡️The Mag 7 return to dominance➡️Interest rate cuts (still waiting but getting closer)➡️The strong dolla...

July 17, 2024 / 32:31/Bonus

Episode 53 | 50 year high for S&P concentration, Fed and rates, election result forecasts

Join Chris Kaminski & Hao Dang as they discuss:➡️We're at a 50 year high for concentration on the S&P 500➡️Consumer health check, mostly in good shape➡️The Fed softens...

July 17, 2024 / 44:28/E53

Episode 52 | Consumers are running out of money, inflation was as expected, the Fed's plan

Join Chris Kaminski & Hao Dang as they discuss:➡️Consumers are running out of steam (or money)➡️Inflation print was as expected➡️The Fed's planTo learn more about us o...

July 3, 2024 / 39:17/E52

Episode 51 | Commercial real estate delinquencies, inflation trend, smooth markets, just don't sell

Join Chris Kaminski & Hao Dang as they discuss:➡️Commercial real estate delinquencies ➡️Inflation trend, historically speaking➡️It's never a good time to sell➡️Smooth ...

June 19, 2024 / 46:53/E51

Episode 50 | How the VIX works, earnings scorecard: just say AI, utilities companies and AI

Join Chris Kaminski & Hao Dang as they discuss:➡️How does the VIX work?➡️Earnings scorecard: Just say AI➡️Utilities companies benefiting from AITo learn more about us ...

June 11, 2024 / 41:20/E50

Episode 49 | How the Dow works, US population is moving south, S&P predictions vs actual

Join Chris Kaminski & Hao Dang as they discuss:➡️The Dow hits 40k! How does the Dow work anyway???➡️US population is moving south➡️S&P 500 predictions vs actual (spoil...

May 22, 2024 / 53:38/E49

Episode 48 | Performance and politics, Fed confidence, earnings, celebrating a job report miss

Join Chris Kaminski & Hao Dang as they discuss:➡️Measuring Fed confidence➡️Party's over: Performance and politics➡️Earnings scorecard➡️Celebrating a miss in the jobs r...

May 13, 2024 / 31:45/E48

Episode 47 | 10 best performing stocks? Not what you think. Gold? Not as shiny as you think

Join Chris Kaminski & Hao Dang as they discuss:➡️Past periods of market ups like now, and how common they are➡️Gold: Not as shiny as you may think➡️S&P 500 YOY earning...

April 24, 2024 / 41:44/E47

Q2 2024 Market Commentary - AI Winners Stand Out from the Losers

Welcome to our Q2 2024 market commentary!Join us as we discuss:➡️Q1 review➡️AI winners and losers➡️Our outlook➡️Japan & IndiaTo stay in the loop on more insights, visi...

April 22, 2024 / 20:21/Bonus

Episode 46 | Q1 recap, Disney's proxy fight, jobs report crushes, do anything but stay in cash

Join Chris Kaminski as he runs solo today to discuss:➡️A recap of Q1 2024 market performance➡️The jobs report crushes it, and the market loves it➡️Do anything but stay...

April 10, 2024 / 31:07/E46

Episode 45 | NAR settles, say "AI" and your stock goes up, analysts predict 7% up from here

Join Chris Kaminski & Hao Dang as they the discuss:➡️The NAR settlement➡️How top companies don't remain at the top forever➡️GDP growth➡️S&P 500 companies say "AI" and ...

March 27, 2024 / 52:09/E45

Episode 44 | Google's Gemini problem, Altman vs Musk, stocks are expensive

Join Chris Kaminski & Hao Dang as they discuss Google's Gemini problem, Altman vs Musk, how the stock market is expensive right now, and Trump slams Meta sending share...

March 13, 2024 / 42:32/E44

Episode 43 | Lyft earnings typo, NVDA and AI, England & Japan are in recession

Join Chris Kaminski & Hao Dang as they discuss the typo in Lyft's earnings report, NVDA earnings and AI, England and Japan fall into recession, retail investors are in...

February 28, 2024 / 45:52/E43

Episode 42 | Layoffs spike in January 2024, all-time highs, Nvidia is bigger than Amazon

Join Chris Kaminski & Hao Dang as they discuss the spike in layoffs in January 2024, the S&P 500 hits 5000 which is an all-time high, and that Nvidia is now bigger tha...

February 14, 2024 / 49:00/E42

Episode 41 | Marcus special CD rate, Chris' 529 plan, Loud Budgeting

Join Chris Kaminski & Hao Dang as they discuss the special CD rate that Chris received on his Marcus HYSA. Remember that 529 plan that Chris started? It's up, a lot. R...

January 31, 2024 / 43:56/E41

Episode 40 | Forecasting for 2023 vs what actually happened, 2023 performance vs 2022, era of subsidized online services erodes, and more

Join Chris Kaminski & Hao Dang as they discuss 2023 forecasting vs what actually happened, last year performance by category vs 2022, retail spending cam in higher...a...

January 17, 2024 / 40:48/E40