Videos

In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…

In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…

In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of…

In Episode 71 of Talk Your Chart, Marcos and Brett debate whether the Fed should cut rates. Marcos argues the economy is strong enough to hold steady, while Brett makes the case for easing. Plus, they explore what a potential cut could mean for long-term rates, stock performance, and whether the Fed should even be…

In Episode 70 of Talk Your Chart, Marcos and Brett break down China’s energy dominance, the frozen U.S. housing market, a softening job landscape, and what the falling dollar means for investors. Plus, they discuss market concentration and why it might be time to look beyond the biggest names in the S&P 500. Charts available…