In this episode, Jerry and Michael examine whether the long-anticipated Santa Rally is still in play and why NDR’s “Don’t Fight the Fed” message continues to matter for investors. The conversation continues with an in-depth interview with RandyGrudzinski of Empire Group, where they explore major population shifts, rising multifamily demand from current generations, and how changes in supply are reshaping the broader housing and real estate landscape.

This week, we dig into the markets — starting with oil, where contrarian signals, rig counts, producer sentiment, and Tobin’s Q are all flashing interesting clues. We break down what seasonality and sentiment mean for stocks right now, andtake a hard look at the economy: from labor trends and unemployment to the strength of upper-end consumers and the outlook for possible Fed cuts in 2026. Then we’re joined by Ed Clissold of NDR for a wide-ranging conversation onvaluations, the AI craze, investor pessimism, market breadth, and how he sees the landscape shaping up through 2026 and beyond.

Get ready to see what’s shaping the future of the economy. In his episode, Jerry and Michael dive into government investment savings accounts for kids, explore the two major macro factors that could define the next decade, and provide the latest updates on the economy. They also take a close look at both bullish and bearish perspectives on the markets, giving you the insights you need to stay informed and ahead of the curve. Tune in and prepare for what’s ahead!

Jerry and Michael break down the latest market and economic trends before diving into the fascinating history of market manias. Using the Bank Credit Analyst’s five classic stages of a stock mania, they walk through each step and explore whether today’s excitement around AI is edging into mania territory. Insightful, timely, and packed with perspective — this is an episode every investor will want to hear.

This week, Jerry and Michael break down the mid-term election year markets, the early-stage AI boom, and what investors should watch in a K-shaped economy. From mixed economic signals and consumer sentiment to margin debt and valuations, they separate the noise from the real market drivers. Tune in for clear insights on today’s opportunities—and risks.

This week, Jerry and Michael are joined by a very special guest — Vance Howard of Howard Capital Management. Vance shares the remarkable story of how he became a top-performing money manager, including the lessons he learned from some of the industry’s greatest minds. He also gives his expert outlook on the stock market, explains why a rules-based, non-emotional investment system is essential for long-term success, and discusses his concerns about how rising U.S. debt could shape future market trends.

Plus, Jerry and Michael break down the latest market and economic developments. With more voices claiming we may be in a stock market bubble, they revisit the dot-com era of the 1990s to compare then and now. Is a bubble forming? Perhaps — but according to Jerry and Michael, it’s not here just yet.

Tune in for insights, perspective, and guidance you won’t want to miss!

The markets may be pulling back, but opportunity often hides behind volatility.

Join Jerry and Michael as they unpack the recent market correction — and reveal when a dip becomes something more serious.

Corporate profits are surging even as layoffs mount. Is this the start of a slowdown… or the dawn of a “jobless profit boom”? Hear why Jerry believes this time might be different — and what it could mean for your portfolio.

Artificial intelligence is redefining what we call infrastructure—and turning once-overlooked companies into some of today’s most exciting investment opportunities.

Join Jerry and Michael as they dive into how AI is reshaping the investment landscape and discuss Chapter 7 of Jerry’s book, Boom, Bust & Beyond: Growing Your Way into Prosperity. You’ll discover striking parallels betweenthat chapter’s vision for economic growth and today’s political goals—reducing taxes, cutting red tape, and watching companies flock to business-friendly states.

Don’t miss this insightful conversation connecting market trends, policy shifts, and the future of American prosperity.