This month, Peter and Jeff take on the United States’ $40 trillion national debt, discussing how we got here, what it could mean for the economy and whether AI-fueled growth could offer a way out.…
This month, Peter and Jeff dig into the AI question everyone’s arguing about: Is this the internet in 1996 or the internet in 1999? They get into how the winners and losers may shake out, what AI…
This month, Peter and Jeff unpack the new Trump Accounts, dig into what the latest Social Security report means for future retirees, and explain why so many asset classes have suddenly been moving in…
Summer is heating up, and so are the markets. This month, Peter and Jeff break down two of Wall Street’s hottest topics: the boom in private credit and the return of the IPO. What’s fueling the…
The stock market just hit another record high; so did your grocery bill. That’s the K-shaped economy in one sentence. One American is getting richer, while the other can’t keep up with rent. Peter and…
Over the past several weeks, tensions in the Middle East have intensified, raising concerns about energy supply disruptions and the potential for broader regional conflict. Peter and Jeff discuss the…
After a decade of outperformance, U.S. stocks have recently cooled. Peter and Jeff name several factors contributing to this shift, share major factors in the United States’ favor long term and…
Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus,…
From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter…
In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7’s recent pullback and low consumer sentiment before offering their tips of the month. Hosted by Creative…
