The Weekly Rebalance

The surprising shift in 2026? The “boring” parts of the market are quietly outperforming. 📊 In this episode of The Weekly Rebalance, we break down the early-year rotation away from mega-cap tech and into value, international equities, and smaller names. With the top 10 stocks now making up nearly 40% of the S&P 500 , concentration risk is back in focus—especially as valuations hover well abov...

Markets are off to a very different start this year—and that’s driving meaningful changes in how we’re positioning portfolios. In this week’s Weekly Rebalance, we break down:- Why small caps, mid caps, dividends, and international markets are outperforming U.S. large-cap growth- What the recent pullback in mega-cap AI names really means (and why AI is not “over”)- The surprise nomination of Kevin...

Markets turned volatile this week as geopolitical headlines resurfaced, including renewed discussion around the U.S. potentially acquiring Greenland. In this episode of The Weekly Rebalance, we break down the market selloff and rebound, rising volatility, and why gold and silver surged. We also explore historical examples of U.S. territory acquisitions and what they can (and can’t) tell us about t...

In this week’s Weekly Rebalance, we break from the usual format to explore an important question investors are asking in 2026: 👉 Why are gold and silver hitting all-time highs while luxury collectibles struggle to keep up? We cover:- Broad market performance to start the year- Gold and silver’s continued strength as monetary assets- Why watches, luxury goods, and collectibles peaked post-COVID- H...

In this episode of The Weekly Rebalance , we break down how financial markets actually respond to geopolitical shocks — and why reacting emotionally can hurt long-term portfolios. We cover the market reaction to recent events in Venezuela , discuss why Bitcoin surged while equities rallied , and examine which energy stocks benefited (and why those gains faded quickly) . Using historical data, we e...

In this New Year’s edition of Weekly Rebalance, Ethan and Nick wrap up 2025 with a deep dive into global monetary policy shifts and their impact on markets. From the Fed’s dovish stance to 850 basis points of cumulative rate cuts across major economies, we explore what this means for risk assets, fixed income, and your portfolio heading into 2026. You’ll learn: Why global rate cuts in 2025 were th...

In this festive edition of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dive into the seasonality of markets and the much-discussed Santa Claus Rally. With the S&P 500 hitting record highs and gold and silver surging, we explore what’s driving optimism, how the Fed’s dovish tone is shaping risk assets, and whether chasing seasonal trends makes sense for your portfolio. Timestamps 00...

In this episode of The Weekly Rebalance, Ethan Dunbar and Nick Cargill dive into one of the most overlooked stories of 2025: silver’s incredible 120% rally. We break down why silver outperformed gold, Bitcoin, and even the S&P 500, explore the industrial and investment demand driving this surge, and discuss what it means for 2026. Plus, we touch on market rotation away from the Magnificent 7,...

In this episode of Weekly Rebalance, we dive into:✔ Market update: S&P 500 vs NASDAQ performance✔ Growth vs Value trends and Magnificent 7 impact✔ Fed meeting preview: Will we see a rate cut?✔ Research spotlight: Herfindahl-Hirschman Index (HHI) and what it reveals about S&P 500 concentrationTimestamps: 00:00 Intro 02:00 Market Update 08:50 Fed Rate Cut Expectations 13:20 HHI Explained: Is...

In this week’s episode of The Weekly Rebalance, Ethan and Nick break down a surprisingly strong week in the markets, the return of real market breadth, and what’s driving recent moves in Bitcoin and gold. They also dive into the research of the week—a timely comparison between Jerome Powell and Kevin Hassett as potential future Fed Chairs, and the economic implications if a change happens in 2026....

This week, Ethan and Nick break down recent market volatility, the rebound in value stocks, and why gold is surging while Bitcoin has given back its gains. They explore the debasement trade, shifting correlations, and what these moves mean heading into 2026—plus a quick round of market trivia.

In this week’s episode of the Weekly Rebalance, Ethan and Nick break down the latest market developments heading into the holiday season. They discuss new research from the Federal Reserve showing how tariff shocks may actually put downward pressure on inflation while raising unemployment, and what that means for upcoming Fed decisions. They also zoom out and explore how major technological revolu...

In this week’s one-take conversation, Ethan and Nick unpack the latest headlines — from the reopening of the U.S. government to why markets barely flinch during shutdowns. They dig into insider trading reform ideas, market breadth, and the surprising new partnership between Spotify and Netflix. The discussion widens into how streaming and media are evolving, the fading role of cash, and what a dig...

In this week’s episode of The Weekly Rebalance , Ethan Dunbar and Nicholas Cargill dig into the Fed’s latest meeting and the market’s unexpected reaction. They discuss the shifting outlook for rate cuts, what current credit spreads reveal about where we are in the business cycle, and why being in “late expansion” calls for a focus on diversification and discipline. They also break down the real pu...

This week on The Weekly Rebalance , Ethan and Nick unpack the Fed’s expected 25 bps rate cut and what it means for markets heading into November. They discuss the steepening yield curve, inflation’s lingering impact, and why America’s middle class continues to feel the squeeze. From tariffs to consumer spending trends — and even which candy stocks are outperforming — this episode blends macro insi...

In Episode 7 of The Weekly Rebalance , Ethan Dunbar and Nicholas Cargill explore two big themes shaping portfolios and households alike. They begin with a deep dive into international markets — discussing why global equities are finally showing signs of outperformance versus U.S. stocks, the historical context behind it, and the behavioral biases that keep investors anchored to domestic markets. T...

In this week’s episode, Ethan Dunbar and Nicholas Cargill dig into two of the most talked-about themes in today’s markets: the explosive AI trade and the renewed shine of precious metals. They unpack just how big the AI boom has become — comparing NVIDIA’s valuation to global GDPs and stock markets — and discuss whether the excitement has gone too far or if broader opportunities still lie ahead. L...

In this week’s episode of The Weekly Rebalance , Ethan Dunbar and Nicholas Cargill dig into what it means to manage risk as markets reach record highs. They break down the growing concentration in the S&P 500, why rebalancing is more about managing exposure than chasing returns, and how extended valuations could impact investors. The conversation also touches on new access to private equity, g...

Weekly Market Update as of 9/30/2025In this week’s episode, Nicholas Cargill and Ethan Dunbar dig into the latest shifts in inflation data and how surprising revisions to PPI are reshaping expectations. They explore the Fed’s recent rate cut, its ripple effects on fixed income markets, and the challenges investors face as short-term yields retreat. The conversation then turns to the housing market...

Weekly Market Update as of 9/23/2025 In this episode of The Weekly Rebalance , Ethan Dunbar and Nicholas Cargill discuss the Fed’s latest moves, weighing the risks of inflation versus unemployment and what Powell’s commentary means for investors. They also dive into how rate cuts flow into mortgage markets, the challenges of sector classification in today’s market, and why diversification and risk...

As of 9/16/25 In this week’s episode, Ethan Dunbar and Nicholas Cargill unpack the Fed’s upcoming rate cut decision , why Powell’s commentary could drive more volatility than the move itself, and what it all means with stocks at all-time highs . They share their strategies for balancing risk, leaning toward value, and taking advantage of fixed income opportunities in today’s uncertain environment....

Weekly Market Update as of 9/9/2025 In this week’s update, our team discusses what’s driving today’s markets and where opportunities may lie. We cover: Stock performance versus bond yields and what’s next for diversification. Valuations of the “Magnificent 7” tech giants compared to international, value, and small-cap stocks. Insights on inflation trends, jobs data, and the outlook for interest ra...