Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)

Market pullbacks can feel unsettling. In this episode, Jason Ranallo discusses the latest market movements, puts them in historical context, and talks through why staying diversified and disciplined is key to long-term success.

In this podcast, we talk about the fluid nature of tariffs and their potential implications for U.S. economic growth. Our take, these are shifts in consumer spending without creating new money. Also, the Super Bowl.

On any given day, the odds of the S&P 500 ending in the green are around 53 percent. Nearly the same odds as the flip of a coin. On the surface, participating in a daily venture where half the time you lose may seem counterintuitive. And yet.

It’s not just about today’s data—it’s about what investors expect tomorrow. Nvidia’s stock swings, the Federal Reserve’s rate decisions, and even TikTok-fueled tourism all have one thing in common: expectations shape economic reality. (podcast)

Recording of our recent live stream with Jason Ranallo and Kara Murphy. They look back on 2024 then discuss the economic and market outlook for the upcoming year. And Barbie.

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)