Talk Your Chart

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…

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…

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,…

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…