All Episodes
Displaying 21 - 40 of 97 in total
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 case To sta...
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 next To learn more about us or stay in the...
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 7 To learn more about us or stay in the l...
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 ...
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 penny To learn more about us or sta...
Episode 65 | Mag 7 earnings, DeepSeek, Tariffs, Eggs, Amazon Revenue exceeds Walmart
Join Chris Kaminski & Hao Dang as they discuss: ➡️Mag 7 earnings expectations (they're high) ➡️DeepSeek ➡️Tariffs ➡️Eggs...again... ➡️Amazon exceeds Walmart in revenue...
Episode 64 | Chris & Hao's Predictions for 2025 & Predictions from 2024
Join Chris Kaminski & Hao Dang as they discuss: ➡️Predictions from 2024 that were wrong and right ➡️Hao's predictions for 2025 ➡️Chris' predictions for 2025 To learn m...
Episode 63 | Record low cash, Fed changes tune, Mag 7 still dominating, WA state min wage
Join Chris Kaminski & Hao Dang as they discuss: ➡️Record low cash allocation ➡️Fed changes its tune on rate cuts ➡️Mag 7 still dominating ➡️Washington state minimum wa...
Episode 62 | Tariffs, FTC and SEC leadership, crypto and M&A, SS tax cuts, financial literacy
Join Chris Kaminski & Hao Dang as they discuss: ➡️Earnings buzzword - tariffs ➡️FTC and SEC leadership ➡️Crypto and M&A ➡️Social Security Tax Cuts ➡️The state of finan...
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 leadership To learn more ab...
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% ...
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 l...
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 outlook To stay in...
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 t...
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 ...
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...
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 viral To learn more a...
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 ➡️...
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 d...
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 soft...