KWM Market Minute
65 episodes — Page 1 of 2
The Fixed Income Opportunity
Oct 5, 20260
Opposite Day: Equities & Fixed Income
Sep 28, 20260
AI Spend, Oil & Valuations
Sep 23, 20260
Headwinds versus Tailwinds
Sep 9, 20260
Fed Communication and UBS Targets
Aug 31, 20260
Higher Yields and Higher Targets
Aug 24, 20260
AI Boom & the Next Wild Card for Markets
Aug 17, 20260
KWM Market Minute- Positive Earnings Season
Aug 10, 20260
The AI Trade
Aug 3, 20260
Will EPS Season Become Worry Season?
Jul 27, 20260
Tech Hiccup
Jul 20, 20260
Market Resilience & Earnings Validation
Jul 13, 20260
Goldilocks Setup
Jul 6, 20260
Mag 7 Market Shift
Jun 29, 20260
Strong Earnings, Fed Messaging, and Diversification
Jun 22, 20260
Market Success Creates New Challenges
Jun 16, 20260
Market Rotation and Fed Decisions
Jun 8, 20260
AI Optimism and Consumer Opportunity
Jun 1, 20260
Shot Clock is Ticking
May 27, 20260
KWM Market Minute
May 20, 20260
Chips & Dips: The Semiconductor Trade
May 11, 20260
The "Two-Speed" Market
Apr 27, 20260
Last Week’s Rally: Too Far, Too Fast?
Apr 20, 20260
Low End Territory
Apr 14, 20260
Still in this Binary Market
Mar 30, 20260
Navigating Volatility
Mar 24, 20260
Oil Futures and Midterm Elections
Mar 17, 20260
Fate of the Market Hinges on Oil
Mar 9, 20260
Front‑Page Risk vs. Bottom‑Line Risk
Mar 3, 20260
Economic Fog is Thickening
Feb 24, 20260
Market Reset
Feb 8, 20260
One Uncertainty Down, Two to Go
Feb 2, 20260
The Intersection of Real Estate and Equity Markets with Ryan Serhant and Jason Katz
Jan 29, 20260
Precious Metals and the Equity Market
Jan 27, 20260
Everything but the Mag 7
Jan 13, 20260
Impacts of Venezuela
Jan 6, 20260
Outlook on Commodities, AI, and the Mag 7
Jan 5, 20260
Economy Running Hot
Dec 15, 20250
The Energizer Bunny Market
Dec 8, 20250
The Energizer Bunny Market
Dec 8, 20250
Crypto Losses and Market Rebounds
Dec 2, 20250
S&P Price Target and Crypto
Nov 24, 20250
Big Tech's Future and Equal Weight S&P
Nov 17, 20250
Market Rally and Municipal Bonds
Nov 11, 20250
A.I. Bubble and S&P Targets
Nov 4, 20250
Rally Fears, Big Tech Earnings, and Silver
Oct 27, 20250
Market Pullback and Healthcare Comeback
Oct 14, 20250
Earnings, AI, and the Government Shutdown
Oct 6, 20250
The Economy and 401(k) Shifts.
Sep 29, 20250
Cash and Outlook on the Market
Sep 22, 20254 min