News and Insights
Market Update Podcasts
September in Review: We cover stories you’ve surely been following; like Evergrande in China and Merck’s new COVID-19 therapeutic, to some more under-the-radar topics.
August in Review: August brought us another month of equity market gains coupled with important headlines. We dive into some of the most notable headlines including Afghanistan, crypto, and SPACs.
July in Review: We’ve got a lot to cover from the month of July. Chinese stocks are shaky as U.S. companies power into the height of a record earnings season. Inflation is still on everyone’s mind and…are we in the Metaverse?
June in Review: We take a look at some big news out of the biomedical community, discuss taxes, and what to watch for in July.
5-14-2021: Another cyber-attack, more inflation data, and an infrastructure spending update. Sound familiar?
5-7-21: Recap Dogecoin. Enough said.
4-23-21: News from a couple of FAANG stocks and European soccer, but this week’s headlines were dominated by proposed tax law changes.
4-16-21: Earnings season is back! We’ll take a look at some of the banks that reported this week and give a preview of some of next week’s big names. Coinbase went public this week following a Bank of America survey indicating that a lot of institutional investors think Bitcoin is in bubble territory.
4-9-21: This week we take a look at the American Jobs Plan: where is all this money going and how are we planning on paying for it?
4-2-21: This week’s review will cover a wide range of rapid-fire market headlines and tell the story of Bill Whang and Archegos Capital Management.
3-26-21: As plans for tax increases begin to materialize, we take a look at which sectors may bear the heaviest burden.
3-19-21: This week’s review will provide updates on news we’ve covered over the past couple of months. From interest rates to U.S.-China relations, tune in to catch up on these developing stories.
3-12-21: Take a closer look at the ongoing Microsoft hack and potential economic and geopolitical ramifications. I’ll also introduce you to one of the newest forms of collectibles–digital art.
3-5-21: What a wealth tax means for the ultra-rich, and what it could mean for us.
2-26-21: Growth Stocks Take a Breather as Treasury Yields Spike
2-19-21 Taxes for Big Tech, The Oracle of Omaha, and what the yield curve could be telling us
2-12-21: Bitcoin Going Mainstream
Interview Podcast Series
IRS publishes new required minimum distribution (RMD) tables (1)
Annual Returns and Intra-Year Declines
IRS: SECURE Act’s 10-year RMD rule is not what you thought
Emerging Markets: Roundtable Discussion
Guide to Navigating Uncertain Markets