Episodes
100
Latest episode
Oct 2026
Language
EN
The W.I.P. cracks into the week’s must know investment news. Hosted by Walter, new episodes are available every Friday.
Investors are getting nervous over the AI trade. What companies are causing the most concern? Social Security benefits are going up next year. How is the COLA keeping up with inflation? Finally, major banks released earnings this week. Why was their guidance cautious?
This week, The W.I.P drops an interview with our guest Mike Ochoa. In our conversation, Mike and I discuss why rates are moving higher and what opportunities investors should be aware of right now.
This week, The W.I.P drops a quarterly market outlook with our guest Chris Fallon. In our conversation, Chris and I discuss Q3 talking points like the resilient stock market, September’s rate hike, and what higher rates could mean going forward.
Yields on longer-term US treasuries are at 20 year highs. How does this impact your money? An OpenAI model hacked the Australian government. What will the reaction be? Finally, with treasury yields at multi-decade highs investors are wondering what comes next. Why does history suggest a pleasant surprise?
The August jobs report has dropped. What did the labor market do last month? Changes are coming to Social Security. How safe is your benefit? Finally, Kevin Warsh delivered the keynote at the Jackson Hole Symposium. Why did his comments move the market?
Trade war negotiations between the US and Canada are circling the drain. How could the standoff cost you more? Some software companies are bouncing back this week. What unlikely partnership is helping? Finally, Nvidia announced earnings this week. Where is the AI economy heading?
US Government is buying back its debt. Why could there be unintended consequences for the purchases? Anthropic is preparing to go public. How much will the company be valued? Finally, sports teams have become investment magnets. Why is sport drawing so much investor attention?
Two reports on inflation dropped this week. How will the Fed react to these data points? Credit card balances are near record highs. What is contributing the credit overload? Finally, the AI boom is continuing apace. Why then are the stocks of chip makers so volatile?
July’s job’s report was a downer. Where is the labor market trending? Alphabet has been raising money. What does its latest bond offering say about AI investment in hyperscalers? Finally, Coke and Pepsi’s stock prices are moving in opposite directions. Why is Coke winning the Cola Wars?
The Fed left rates unchanged. Why is the central bank under pressure? June’s inflation report bought the Fed time. How long did it buy them? Finally, big tech reported earnings this week. What was the overriding theme?
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