Top of Mind with Consilio Wealth

Hosted by Consilio Wealth Advisors

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Jun 2026

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About the show

This is a show about markets, investing, and financial planning. Join us as we cover current events that are in the news and answer top of mind questions from our listeners. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures

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60 recent

June 1, 2026Episode 8835 min

Episode 88 | The SpaceX IPO Effect: AI Efficiency, Token Maxing & Market Mania

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest market and technology trends shaping the investment landscape. From SpaceX’s highly anticipated IPO structure and Anthropic’s trillion-dollar ambitions, to the growing costs of AI adoption and the rise of “token maxing,” they unpack what these shifts could mean for markets and investors. The conversation also explores extended options trading, AI infrastructure winners, and what today’s IPO boom signals for the future of tech.We discuss:➡️ SpaceX’s unique IPO structure and what it could mean for future mega-IPOs➡️ Anthropic’s IPO filing and the race toward trillion-dollar AI companies➡️ AI token maxing, rising costs, and why companies are rethinking AI usage➡️ The hidden winners of AI growth — memory, networking, and infrastructure stocks➡️ Extended after-hours options trading and risks for investors➡️ Signs of market exuberance in private AI stock demandTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

May 19, 2026Episode 8730 min

Episode 87 | CPI Comes in Hot: Fed Changes, Housing Pressure & Market Reactions

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest CPI report, the confirmation of Kevin Warsh as the new Fed Chair, and what it could mean for interest rates, inflation, and the housing market. They also explore a proposed SEC rule that could reduce company earnings reporting and what that means for investors.We discuss: ➡️ Hot CPI data and sticky inflation ➡️ Kevin Warsh and the Fed’s path on interest rates ➡️ Housing market gridlock and mortgage rates ➡️ A proposed shift from quarterly to semiannual earnings reports ➡️ What all of this means for markets and investorsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

May 4, 2026Episode 8646 min

Episode 86 | Markets Defy Logic: Strong Earnings, Weak Reactions & a Frozen Housing Market

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down a week of conflicting market signals—from strong Big Tech earnings and aggressive AI spending to a housing market stuck in neutral. They explore the growing disconnect between fundamentals and market reactions, the persistence of a K-shaped economy, and what it all means for investors navigating today’s environment.We discuss: ➡️ Big Tech earnings beats—and why markets didn’t reward them ➡️ AI spending surge and questions around monetization ➡️ Diverging performance within the “Magnificent 7” ➡️ A frozen housing market with rising supply and weak demand ➡️ The impact of interest rates on buyers and sellers ➡️ Consumer resilience at the high end (Amex data insights) ➡️ Auto pricing, tariffs, and what’s really driving costs ➡️ Why market behavior isn’t always rationalTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

April 27, 2026Episode 8537 min

Episode 85 | Private Credit Headlines vs. Reality: CEO Insights, Default Data & Market Noise

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang continue the conversation on private credit, breaking down new data, CEO commentary, and what’s actually happening beneath the headlines. They unpack default rates, redemption trends, and the growing gap between strong and struggling managers, while challenging the narrative that the entire asset class is under stress. The episode also touches on market behavior, speculative AI trends, and emerging risks around data center expansion.We discuss: ➡️ CEO perspectives from BlackRock and Franklin Templeton ➡️ Default rates, non-accruals, and what the data really shows ➡️ Fund flows, redemptions, and where capital is moving ➡️ Why manager selection matters more than ever ➡️ Media narratives vs. actual market conditions ➡️ The Allbirds AI pivot and speculative market behavior ➡️ Data center pushback and implications for AI growthTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

April 6, 2026Episode 8447 min

Episode 84 | Private Credit Pressures, What’s Working in 2026, SpaceX IPO & Big Tech Valuation Reset

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest developments in private credit, unpacking the growing disconnect between publicly traded funds and their underlying illiquid assets. They break down what recent redemption spikes really mean, why liquidity mismatches matter, and how investor behavior is shaping the narrative. The conversation also explores what’s actually working in today’s market, the rotation away from big tech, and the buzz around a potential SpaceX IPO and shifting valuations.We discuss:➡️ The risks of putting illiquid private credit into liquid, publicly traded wrappers➡️ What recent redemption spikes signal—and what the data actually shows➡️ How retail investor behavior is impacting private credit markets➡️ What sectors are outperforming in 2026 and why➡️ The rotation away from mega-cap tech into “old economy” stocks➡️ Big Tech valuation resets and whether this is a buying opportunity➡️ SpaceX IPO speculation and the challenges of accessing private investmentsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

March 23, 2026Episode 8327 min

Episode 83 | Private Credit Under Pressure: Redemption Risks, AI Disruption & Market Selloff

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the recent surge in private credit headlines, separating fear from fundamentals. They explore how the asset class works, why it has grown rapidly, and what’s driving concerns around rising redemptions, liquidity constraints, and potential defaults—especially in software-focused lending amid AI disruption. The conversation also touches on broader market pressures, including rising oil prices, inflation concerns, and the Fed’s rate outlook.We discuss:➡️ What private credit is and how it fits into the financial system➡️ Why redemptions and “gating” are making headlines➡️ The role of retail vs. institutional investors➡️ AI’s impact on software companies and loan risk➡️ Leverage inside private credit funds and systemic concerns➡️ Recent moves from major players like Blackstone➡️ What rising defaults could mean going forwardTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

March 9, 2026Episode 8233 min

Episode 82 | AI Reshaping Jobs, Apple’s Gemini Partnership, and Global Market Tensions

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest market developments, from AI-driven layoffs and tech partnerships to geopolitical tensions and their impact on the economy. They break down Block’s major job cuts and whether AI is truly driving workforce changes, explore Apple’s partnership with Google’s Gemini model to power new AI features, and examine rising oil prices as conflict in Iran rattles global markets.We discuss:➡️ Block layoffs and the debate around AI replacing jobs➡️ Apple partnering with Google’s Gemini for AI-powered Siri➡️ Mixed signals from recent U.S. jobs data➡️ Rising oil prices and market reactions to the Iran conflict➡️ The growing role of prediction markets in global eventsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

February 24, 2026Episode 8142 min

Episode 81 | AI Disruption or Overhype? Big Tech Selloff, Small Cap Surge & The Tariff Reversal

Welcome to Top of Mind with Consilio Wealth!Chris Kaminski returns with Hao Dang to unpack the growing fear around AI replacing white-collar jobs. From the viral Matt Schumer article to bold predictions of widespread automation, they break down what’s real, what’s hype, and what it could mean for professionals and the broader economy.They also dive into the sharp selloff in Big Tech and SaaS stocks, the surprising strength in small caps and international markets, and whether true market rotation is finally underway. The episode wraps with a discussion on the Supreme Court striking down tariffs and who ultimately pays the cost.We discuss: ➡️ AI and the future of white-collar work ➡️ Big Tech selloffs and SaaS stock declines ➡️ Small-cap and international outperformance ➡️ Entrepreneurship and the AI startup surge ➡️ Tariffs, inflation, and corporate marginsTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

February 12, 2026Episode 8045 min

Episode 80 | AI-Mageddon, Market Sell-Off, SaaS Slump, Gold, and Crypto Volatility

Welcome to Top of Mind with Consilio Wealth!Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade.The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along with big swings in gold, silver, and crypto. Are these true safe havens — or just momentum trades fueled by speculation?We discuss:➡️ The tech-led market sell-off and spike in volatility➡️ AI spending concerns at Microsoft, Meta, and other Big Tech firms➡️ SaaS and service companies under pressure from AI disruption fears➡️ Job displacement vs. productivity gains from AI➡️ Gold, silver, and crypto volatility during market stress➡️ Investor psychology, leverage, and market rotationTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures

February 5, 2026Episode 7937 min

Episode 79 | A Wild and Wacky Start to 2026. Markets, Tariffs, and the Return of Volatility

Welcome to Top of Mind with Consilio Wealth!Hao Dang and Alex Dorell kick off 2026 with a timely market update, breaking down a volatile start to the year driven by political headlines, tariff uncertainty, and shifting interest rate expectations. They discuss why international markets outperformed in 2025, how currency swings boosted global returns, and what a weaker U.S. dollar could mean for investors ahead.The episode also explores today’s K-shaped economy, where higher-income consumers continue to spend while other segments face growing pressure. Hao and Alex unpack what’s happening with Fed policy, bond markets, and government deficits — and why not all market swings signal deeper economic trouble. They close with their outlook for the rest of 2026, including valuations, diversification, and the risks of too much consensus on Wall Street.We discuss: ➡️ A volatile start to 2026 and renewed market swings ➡️ International outperformance and the impact of currency move ➡️ Tariffs, Treasury yields, and shifting “safe haven” trends ➡️ Fed policy vs. market-driven interest rates ➡️ The K-shaped economy and changing consumer behavior ➡️ Manufacturing vs. services and what PMI data is showing ➡️ Market valuations and the danger of consensus forecasts ➡️ Why diversification still matters in an unpredictable yearTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures