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Markets & Mindset – July 2026
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
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Talk Your Chart | The Market Pullback, South Korea’s Rise, and the AI Trade | Ep. 79
In Episode 79 of Talk Your Chart, Marcos and Brett break down the market’s rare pullback, as they talk through the latest jobs report, interest rates, and what could pressure markets next. They also dig into the durability of the AI boom, South Korea’s rise as a global equity market, and how massive IPOs like…
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Talk Your Chart | The Human Advantage | Ep. 78
In Episode 78 of Talk Your Chart, Marcos and Brett explore what today’s market is really responding to, from inflation and interest rates, to earnings, stock selection, and the growing role of AI. They discuss why successful investing often comes down to patience and behavior, and why human judgment, connection, and trust still matter in…
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Talk Your Chart | Volatility, AI Spending, and Why Markets Keep Moving Forward | Ep. 77
In Episode 77 of Talk Your Chart, Marcos and Brett discuss several forces shaping today’s economic and market landscape. They explore how markets respond to geopolitical tensions, why corporate profits are rising faster than hiring, and what the surge in AI investment could mean for major technology companies. The conversation also touches on trade policy,…
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Talk Your Chart | The Productivity Shift Reshaping Earnings, Jobs, and Market Performance | Ep. 76
Episode 76 of Talk Your Chart looks at the productivity shift reshaping earnings, jobs, and market performance. Marcos and Brett dig into new data showing how companies are generating more revenue with fewer employees, why margins remain resilient, and what that means for markets moving forward. They also unpack shifts in the labor market, the…
