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The Weekly Insight
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
Episodes
151 episodes
Trade War
The world shouldn’t have been surprised when the Trump Administration announced sweeping tariffs against Canada, Mexico, and China. But it sure caught the market off-guard. As did the quick reversal of those tariffs. But as much as the market’s...
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8:08
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Hubris
Financial markets can be humbling. And they can make you pay for hubris. Tech investors found that out the hard way last week with the release of DeepSeek’s new AI tool. In this week’s edition of the Weekly Insight Memo and Weekly Insight ...
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9:03
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The Powell Effect vs. The Trump Effect
The market has been focused on the (quite significant) action coming out of the Trump Administration over the last week. And so far, it has liked what it’s seen. Markets had their best first week of a new Administration since January 1985...
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8:49
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The First 100 Days
It’s Inauguration Day. A time that is a celebration of our democratic republic. But also a time of uncertainty as we look to the future. Markets – as we’ve frequently said – hate uncertainty. Read more here:
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10:24
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Patience
Nearly five years ago, we sent our first “Weekly Insight” to provide clients with information about the early stages of the COVID pandemic. The key lesson from that time was that – while we certainly didn’t get everything right – the patience o...
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8:10
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Is the "Shift" Coming in 2025?
The holidays are over. The end of the year wrap-ups and 2025 look ahead articles have been written. Now it's time to get on to the work of 2025. Read more here:
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8:03
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A Look Ahead
Read more here: https://insightwealthgroup.com/the-weekly-insight-a-look-ahead/
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12:46
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Oops...He Did It Again
The last Fed meeting of the year was last week. And the results were…interesting. We got exactly what everyone expected and… the market hated it. Why? To paraphrase the poet/philosopher Britney Spears: Oops…Powell did it again!Rea...
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8:34
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Is Powell Bringing Presents?
As we near the end of the year, this week will see the last “big” economic news: the Fed’s final meeting of 2024 and the subsequent release of their year-end Summary of Economic Projections (SEP). This SEP – and Powell’s subsequent comments – a...
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9:02
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Correlation and Causation, McRib Style
We’ve heard of some crazy metrics in the market before. There are traders and analysts everywhere who will try to tell you that the market’s success or failure is tied to some obscure metric. The truth is, they can show you example after exampl...
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7:21
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Don't Trust the Crystal Ball
As we enter the final stretch of 2024, we begin to hear from the great prognosticators their predictions for how next year is going to play out in the markets. As these reports start to roll in, we thought we’d look at how well the experts pred...
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8:20
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Can They DOGE It?
Readers of our commentary have known for a long time where we stand on the Federal debt. The rapidly growing problem has long-term consequences which will eventually be borne by all of us. And there has been little effort by either party to ena...
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9:30
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Shifting Expectations
In the last edition of the Weekly Insight, we suggested that the market might be venturing into an “overbought” position and suggested it may need a bit of a breather before it made another step forward. We got just that last week as the market...
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8:00
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Post-Election Priorities
Well, the election is behind us. Some Americans are very happy. Some are very unhappy. But, no matter what, the economy keeps moving and we need to keep moving with it. Read more here:
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11:31
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The Finish Line
Tomorrow is a big day. And for many of us, it seems like the finish line for a long and grueling process. Sadly, when it comes to politics, there is no finish line. There will be more contentious issues to tackle after the election is done. And...
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8:13
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Positioning for the Post-Election World
We’re almost there. Just eight days to go until we can put this election behind us. But we also have to remember that elections matter in portfolios. This week, we look at one of the big areas where we might see immediate impacts to the m...
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11:28
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There's More Than an Election
You’d be forgiven for thinking the only thing happening in the world today is the Presidential election coming up in just over two weeks. It seems that’s all any pundit is talking about. But the truth is, there is a lot happening impacting fina...
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11:41
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Is Good News Good News Again?
As they say, the only thing constant in the world is change. And we’re seeing an interesting change in how the market perceives economic news. You’ll recall many conversations in the pages of the Weekly Insight over the last few years about how...
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8:00
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28 Miles of Angst
The world sure seems full of worry today, doesn’t it? It doesn’t help that we have two Presidential candidates fear mongering for votes. But there are things we should worry about in portfolios and things that really don’t move the needle. One ...
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9:45
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What if They're Wrong?
It finally happened! The Fed cut rates last week. And not just a 0.25% cut. We got the full 0.50%, which was larger than many anticipated. That brings up many questions, but the biggest is the simplest: what if they’re wrong? What if the Fed ha...
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8:13
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The K-Shaped Recovery
As we head into Fed Week (a very important Fed Week!), we thought it might be a good time to step back and look at the economy as a whole. We’re in an interesting moment. Economic growth continues to excel at a time when citizens of our country...
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11:05
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Worst Week Ever (*this year…)
Did you feel that? That was the market’s worst week in 2024. Down 4.22% in a week. Well worse than we saw even at the beginning of August.Read more here: https...
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9:18
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Stealth QE
Would it surprise you if we told you the party in power in Washington will use its power to juice the economy prior to an election? It shouldn’t. Both parties have been doing it for years. But the current Administration is taking a novel approa...
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8:59
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