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Podcasts

Sep 21 2022

September 21, 2022 Webinar with Jim Paulsen

  • Sep 21, 2022

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Sep 15 2022

#54 - Inflation Fever Not Broken

  • Sep 15, 2022

The CPI figures were hotter than expected and point to more Fed intervention. Barring a 2020 collapse in the price index, year-over-year figures are going to remain high for quite some time.

Sep 14 2022

#53 - Earnings Revisions And Predictive Power

  • Sep 14, 2022

While the market moves back into sell-off mode, everyone seems to be waiting for the inevitable hammer to drop on earnings. If and when that happens, does it give us any insight about performance prospects? Or does it just make forward P/E ratios less attractive?

Aug 29 2022

Podcast #52 - More Shrinkage for EPS Estimates

  • Aug 29, 2022

Estimates are continuing to shrink for 2022 and 2023.

Aug 09 2022

#51 - Yield Curve Inversion

  • Aug 9, 2022

Our recession indicators have continued to deteriorate. Given the stagflation backdrop, the Fed’s tightening cycle is very likely to end in a recession.

Jul 27 2022

July 27, 2022 Webinar with Doug Ramsey

  • Jul 27, 2022

A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Jun 21 2022

June 21, 2022 Webinar with Jim Paulsen

  • Jun 21, 2022

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

May 24 2022

#48 - EPS Estimates Finally Turn South

  • May 24, 2022

After nearly two years of persistent and dramatic upward revisions to the forward EPS estimates, there are some recent signs that that party may have ended.

Apr 20 2022

April 20, 2022 Webinar with Doug Ramsey

  • Apr 20, 2022

A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Mar 16 2022

March 16, 2022 Webinar with Jim Paulsen

  • Mar 16, 2022

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Feb 15 2022

#45 - AAPL Takes on the World

  • Feb 15, 2022

It’s probably about high time that we check in with our past and present members of the esteemed 4% Club. 

Feb 14 2022

Podcast #44 - A Detour On The Way To The Moon

  • Feb 14, 2022

It’s been a year since the retail crowd on WallStreetBets—a Reddit forum—banded together to “stick it to the shorts.” The event was short-lived, but the effects are still being felt throughout the market.

Jan 27 2022

January 27, 2022 Webinar with Doug Ramsey

  • Jan 27, 2022

A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Dec 20 2021

December 20, 2021 Webinar with Jim Paulsen

  • Dec 20, 2021

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Sep 29 2021

September 29, 2021 Webinar with Jim Paulsen

  • Sep 29, 2021

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Aug 16 2021

Podcast #40 - Big Time

  • Aug 16, 2021

Market environments are driven not just by industry preferences, but also by a bias toward the very largest companies. We have developed a new set of groups composed of the 10 largest companies from each sector. With several of these baskets sporting positive rankings, we felt a closer look was in order.

Jul 30 2021

Podcast #39 - The 2021 EPS Rocket Ship

  • Jul 30, 2021

If you want to see a rocket ship, there’s no need to crane your neck upwards to see the latest exploits of our billionaire space cowboys. Rather, look to our earnings glidepath chart and marvel at the contrails of the 2021 full year operating earnings for the S&P 500. 

Jul 20 2021

July 20, 2021 Zoom Call with Doug Ramsey

  • Jul 20, 2021

A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Jun 29 2021

June 29, 2021 Zoom Call with Jim Paulsen

  • Jun 29, 2021

A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.

Jun 04 2021

Podcast #36 - “How Low” Could Credit Spreads Go?

  • Jun 4, 2021

Everyone is struggling with allocations to a fixed-income market that seems exceptionally over-priced. Cash rates remain near zero, and the 10-year Treasury yield—at 1.65%—sells at a 61x P/E multiple for a coupon without any growth! Moreover, junk-yield spreads are near record lows, and investment-grade credit spreads are at their tightest levels in at least 20 years. Finally, it’s a pretty good bet that yields are headed higher in the next few years.