All Episodes
Displaying 21 - 40 of 81 in total
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 ...
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...
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...
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...
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...
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 ...
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 ...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
Q1 2024 Market Commentary | An Unexpectedly Great Year and Convincing Ourselves It Wasn’t
Welcome to our Q1 2024 market commentary!Chris Kaminski & Hao Dang discuss the year in review, the catch-up rally in Q4, inflation and wage growth, our outlook for 202...
Episode 39 | 2023 predictions we got wrong (and right). 2024 predictions sure to be wrong :)
Join Chris Kaminski & Hao Dang as they discuss the predictions they made about 2023, and what they got wrong and right. They also set their 2024 for the upcoming year!...