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.
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?
The 2026 Social Security Trustees Report was released. What action is needed to keep benefits from being cut? Many Americans are unprepared for retirement. How do you buck that trend? Finally, Kevin Warsh’s Fed had their first meeting this week. Why will his post meeting comments make for murky markets?
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?
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?
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