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The W.I.P.

The W.I.P.

Hosted by Walter

Episodes

100

Latest episode

Jun 2026

Language

EN

About the show

The W.I.P. cracks into the week’s must know investment news. Hosted by Walter, new episodes are available every Friday.

Listen to episodes

60 recent
June 12, 2026Episode 225 min

May Inflation

Warren Buffett's favorite stock market indicator is at an all time high. What does this mean for the market? SpaceX is going public today. Who is buying big time? Finally, May’s CPI report showed an uptick in inflation. How high is inflation right now?

June 6, 2026Episode 218 min

Market Halftime

The two companies with the world’s most used AI models are going public. Why is now the time for them to raise money? The May Jobs report has been released. What trend was established? Finally, we are halfway through a volatile year. How will the second half of 2026 look for financial markets?

May 29, 2026Episode 206 min

Trust Basics

The Fed’s preferred gauge showed inflation was higher last month. Why is refocus toward inflation complicated? The heads of America’s biggest banks see a remarkably strong US economy and consumer. Where do they see risks? Finally, Trusts are a great way to accomplish estate planning goals. What are some basics worth knowing?

May 15, 2026Episode 194 min

Green Shoots

Kevin Warsh is now the new chairman of the Federal Reserve. Why is the new chair in a tough spot? Crypto got a bump this week. What digital assets are back in the news? Finally, April’s jobs report was better than expected. Where are the economic green shoots?

May 8, 2026Episode 1819 min

The Q&A Episode

This week we drop another Q&A episode with my colleague, Mario Bernardi. In our conversation, Mario and I answer questions regarding What to Buy Right Now, The SpaceX IPO, and Managing Awards & Options.

May 1, 2026Episode 175 min

Inflation Impact

The biggest companies in AI are increasing their investment. How did investors react? Economic growth picked up last quarter. Why is the devil in the details? Finally, The Fed’s favorite inflation gauge ticked higher last month. What impact is inflation having on The Fed?

April 24, 2026Episode 165 min

Confirmation Hold-Up

Apple announced a change in leadership. Who is taking over as CEO? Software and Chipmaker stocks are back in the news. What driving the volatility? Finally, the race to replace Jerome Powell as Fed Chair is ON. Why is the confirmation process far from certain?

April 17, 2026Episode 155 min

Banking Profits

The US stock market’s return to record-breaking territory has some investors scratching their heads. How does this recovery compare to past rallies? Meme stocks are back in the news. Where is the craze happening now? Finally, first quarter earnings are being released. Why are banks the big winners so far?

April 10, 2026Episode 145 min

Delayed Pricing

The ups and downs in financial markets continued this week. How focused are investors on geopolitical headlines? Rotation is happening in the stock market. Why is another reversal on the cards? Finally, at long last the Federal Reserve’s preferred inflation gauge was released. Where were prices headed prior to the war in Iran?

April 3, 2026Episode 136 min

Sequential Returns

Historically, springtime is the prime-time for the housing market. Where is the early trend for selling season pointing to? March’s jobs report is set to be released. How will the war in Iran impact the labor market? Finally, recent volatility for stocks highlights the impact of market risk in retirement. What can investors do to protect themselves?

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