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Aug 6, 2022

After seeing an oversold market in June, we saw a huge recovery in July. This week we look at what's driving the rally and if it still has potential. Then, a review of mixed reports on Generac. Companies mentioned in this episode include GNRC.


Jul 30, 2022

Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first half of the year. He brings on Matias Rodlauer to...


Jul 23, 2022

We're not ready to bet on a bottom but we can look at the data and show why we're likely to see a rally through the summer and maybe more. Also, a look at the merits or lack thereof for ESG investing. Companies mentioned in this episode include DHR, AAPL, INTC, GOOGL, META, and DUK. 


Jul 16, 2022

Simon discusses how a well-positioned U.S. consumer is a current silver lining. He then talks about bonds and how investors have been selling precisely at the time they should be considering. He brings on David Mount to review some specific fixed-income strategies and asset classes within that make sense in a...


Jul 9, 2022

Simon explains from multiple perspectives how difficult it is to quantify what risks are discounted in current stock prices, but guesses that the bottom may not yet be in. He brings on Ann Summerson to discuss the ins and outs of 529 College Savings Plans, including some new wrinkles with respect to financial...