Episodes
100
Latest episode
Aug 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.
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?
This week we drop another Q&A episode with my colleague, Mario Bernardi. In this episode we discuss Beneficiaries, Suitability, and What's My Number.
Oil prices are moving higher. What was the market’s immediate reaction? A federal law aimed at cheaper housing is close. When could it become law? Finally, there are more opportunities to invest that ever before. How should you decide where your portfolio should be invested?
The US economy added fewer jobs than expected last month. What is the Fed’s likely reaction? A new technology is on its way. Why does it have the ability to be revolutionary? Finally, American celebrates its 250th this weekend. How does a look back through history help investors with what may come next?
Oil prices are lower. How long before you see relief at the pump? Apple is raising prices. Why is the tech giant charging more for their hardware? Finally, inflation continues to remain above the Fed’s target. What can you do to protect your portfolio?
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