Stock Talk
117 episodes — Page 1 of 3
Earnings Up, Rates Up: Who Wins the Tug-of-War? Stock Talk Update Aug 21, 2026
Aug 24, 202615 min
Did Warsh Just “Light this Candle”? Stock Talk Update August 14, 2026
Aug 14, 202616 min
From Dot-Com Bubble to AI, “Situationally UnAware” Stock Talk Update August 7, 2026
Aug 7, 202620 min
Inflation, and Two Other Threats to Your Retirement Savings: Stock Talk Update July 31, 2026
Aug 5, 20267 min
SpaceX IPO: What We Learned. The Real Story is Investor Expectations
Aug 5, 202610 min
S&P 500 Why Not Much Higher? Stock Talk Update, July 17, 2026
Jul 17, 20267 min
Everyone’s an Economist… But Does It Help? Stock Talk Update, July 9, 2026
Jul 10, 20268 min
Market Timing – Are You That Good? Stock Talk Update July 3, 2026
Jul 3, 20267 min
2H2026 Market Outlook Summit Highlights: The Market Is Up… But Volatility Isn’t Over
Jun 26, 202622 min
2H 2026 Market Outlook Preview - "In Some Years, Bull Riding Is Harder”
Jun 19, 202610 min
When Good Isn't Good Enough: Stock Talk Update, June 13, 2026
Jun 12, 202612 min
Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences
Jun 5, 202613 min
Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio
May 15, 20268 min
1q26 Earnings Season and AI Capex Cycle Updated
May 8, 20267 min
Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026
May 1, 20265 min
It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026
Apr 24, 202610 min
“This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026
Apr 17, 20265 min
AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 2, 2026
Apr 2, 202610 min
Why Aren't Stocks Lower? Stock Talk Update, Friday March 27, 2026
Mar 27, 20268 min
YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain?
Mar 20, 20267 min
Go Time: Stock Talk Update, Friday March 13, 2026
Mar 13, 20268 min
Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026
Feb 27, 20269 min
Rotation Nation - Look Before You Leap: Stock Talk Update, Friday February 20, 2026
Feb 20, 20268 min
2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026
Feb 13, 20267 min
1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026
Jan 30, 20266 min
Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026
Jan 23, 20268 min
Volatility Speaks: Stock Market Update, Friday January 16, 2026
Jan 16, 202610 min
2026 Patience: Stock Market Update, Friday January 9, 2026
Jan 9, 20266 min
2026 1st Half Outlook: Part 3, New Federal Reserve Chair – Dovish BUT!
Jan 2, 20265 min
Retiring Soon? Here’s What the Market May Do in 2026 (Market Outlook: Part 2 - Earnings)
Dec 29, 20258 min
1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality
Dec 19, 20259 min
2026 Market Outlook Preview: In Some Years, Being a Bull Rider is Harder
Dec 12, 20258 min
You Get What You Pay For: Stock Market Update, Friday December 5, 2025
Dec 5, 20259 min
Technology Adoption Cycles: The AI Capex Spending Tsunami
Nov 26, 202510 min
What is a "K"-Shaped Economy? Stock Market Update, Friday November 21, 2025
Nov 21, 20256 min
Our Song Remains the Same: Stock Market Update, Friday November 7, 2025
Nov 7, 20254 min
AI Tech Stock Bubble? Stock Market Update, Friday October 24, 2025
Oct 24, 20256 min
4Q25 Outlook: "Let's Get it Started" - V-Bottom Month 7. Stock Market Update, Friday October 17, 2025
Oct 17, 20257 min
A September to Remember: 21 Trading days. Stock Market Update, Friday October 10, 2025
Oct 10, 20257 min
V-Bottom Recovery: Month 6 – What to Buy. Stock Market Update, Friday Sept 26, 2025
Sep 26, 202512 min
V-Bottom Recovery-The Beat Goes On-What's Next? Stock Market Update, Friday Sept 19, 2025
Sep 19, 20258 min
When Doves Come to Town: Stock Market Update, Friday Aug 29, 2025
Aug 29, 20259 min
Stocks at All Time Highs in August - Pleasantly Surprised: Stock Market Update, Friday Aug 22, 2025
Aug 22, 20258 min
Moving on Up- V-Bottoms: Stock Market Update, Friday Aug 15, 2025
Aug 15, 20259 min
Stock Market Update, Friday Aug 1, 2025: Summer Stock Selloff Begins
Aug 1, 20257 min
Stock Market Update, Friday July 25, 2025: Summer Stall or Squall
Jul 25, 202510 min
Stock Market Update, Friday July 18, 2025: NOTHING but NET
Jul 21, 20257 min
The Heat of Summer: Don’t Let Seasonal Shifts Derail Your Strategy
Jul 11, 20257 min
V-Bottom Fireworks: The Rally Most Everyone Missed (And What’s Next)
Jul 4, 20256 min
Market Outlook Summit Recap
Jun 30, 20251 min