Videos

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…

Episode 75 of Talk Your Chart kicks off the new year with Marcos and Brett revisiting their 2025 predictions to see what held up, what missed, and why. From stocks and bonds to GDP growth and Bitcoin, they break down the charts that mattered most and share their outlook for the year ahead. Charts available…

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…