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July 2026
Podcast: The Fed Holds. AI Does Not.
Fireworks in July typically happen on the 4th, but the market waited until the end of the month to let loose a "big finale". Significant drawdowns in AI-related verticals, stability concerns in...
Podcast: When Good News Isn't Enough
Inflation numbers show a significant decline, but the market couldn't have cared less this week. Spiking oil amid new mid-east turmoil lead the narrative this week, outshining inflation or easing...
Podcast: Are Market Cracks Starting To Show?
A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormuz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade...
Podcast: This Man Is Holding $20k
If you had $55,000 cash, buying 10 unopened boxes of used video games probably wouldn't be the first investment you'd choose. But when you're Jason and Rebecca Moorhouse of Petaluma, you have a...
Podcast: New Market, Same Humans
Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a...