The Freedom and Wealth Podcast

Host, Bryan Nicolaysen begins with a market update and then spends a great deal of time reviewing the presidential candidates and dives deep into the government censorship operations we are dealing with.

Host, Bryan Nicolaysen discusses last month's market dynamics including sector rotations and yield movements. He also discusses recent GDP data as well as why Walmart is so well positioned.

Host, Bryan Nicolaysen, discusses the recent banking issues, inflation prints, treasury issuance and corporate earnings. He also discusses Biden's Tax Proposal for the 2025 Fiscal Budget. All of this amounts to Higher Rates, Higher Inflation, Higher Taxes & Lower Growth.

Host, Bryan Nicolaysen, touches on the February inflation numbers, recent commodity prices and the recent Fed Meeting. Is the Fed's dovish posture enough to keep rates down in the face of rising inflation and rising commodity prices?

Host, Bryan Nicolaysen reviews the results of Q4 earnings season so far and what they portend for the overall stock market. In our new segment called "Stock Pick of The Day", Bryan does an analysis of Meta and why that company is poised for sustained growth ahead.

Host Bryan Nicolaysen discusses the recent economic data including GDP, PCE, CPI and LEI. He analyzes the numbers and comes to the conclusion that as much as we have lots of acronyms, we have lots of misleading data. What this could mean for the economy might not be what you are expecting Bryan to say. Maybe this cycle is different!

Our Special Guest Chuck is back! He joins Bryan Nicolaysen to give us an update on the jobs market, AI expansion within corporate America as well as his thoughts on the upcoming election and US fiscal situation.

In this week's podcast, Host Bryan Nicolaysen discusses the consensus Bull Case on Wall Street for 24', the consensus Bear Case on Wall Street for 24'and how the two may actually be closer than they seem at first glance. The Federal Reserve's surrender to inflation has created a catalyst for risk assets to appreciate but the questions remains; will the rally be supported by earning...

Host, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?

Host, Bryan Nicolaysen discusses the important question; can the market continue its upward trajectory? What is the bull case going into 24' and what is the bear case?

Special Guest, Chuck, joins Bryan Nicolaysen to discuss a range of topics. Given Chuck's unique insight into the American labor market, Bryan and Chuck are able to discuss the outlook for a recession in 2024 using REAL data as well as discuss other topics such as the Federal Government's profligate spending and where that might bring us in the near future. This is a CAN'T MISS episode!

Host, Bryan Nicolaysen, discusses the current price action in both the bond market and the stock market. He discusses the differences in the messages being sent from the stock market and the bond market and how a Fed Put is inevitable to avoid a sovereign debt crisis in America.

Host, Bryan Nicolaysen, discusses the current market action (or inaction). He discusses the cross currents that could affect equity and bond prices. Finally he discusses recent S&P Global index rebalancing that has negatively impacted passive investors around the world.

Host, Bryan Nicolaysen discusses the recent Bond Market Declines as well as an outlook for the Equity Market, Residential Real Estate Market and Commercial Real Estate Sectors. He also touches on the issues of Income Disparity in America as well as the left's attack on our basic freedoms.

Host, Bryan Nicolaysen recaps 2022 and 2023 market events. He touches on the long term debt and interest rate cycle and its potential ramifications on the next 20 years' market returns. He updates our earnings recession outlook.

Host, Bryan Nicolaysen recaps the YTD market moves up and down, AI's impact on the market, the unintended after-effects of a debt ceiling resolution, the recent consumer data as well as some significant technical trading levels.

Host, Bryan Nicolaysen, recaps the fast-moving first quarter of 2023, the markets' current pricing as well as our updated recessionary timeline and outlook. Finally we discuss Joe Biden's top competitor for Democratic nominee and how his conversations might change America for the better, no matter the outcome of the 2024 election.

Host, Bryan Nicolaysen, discusses the 3 recent bank failures, the government's weekend response and how this signals the end to the inflation battle altogether.

Our host, Bryan Nicolaysen, discusses the Bond Market's recent pricing. The Bond Market has moved closer to the Federal Reserve's outlook, but the stock market is still overvalued. We discuss 3 potential cushions that have prolonged the Stock Market's upbeat momentum. This is a "can't miss" episode!

Host, Bryan Nicolaysen, discusses his 2023-2024 outlook on interest rates, equity prices, inflation and employment. We discuss how the Federal Reserves rules for funding the government's deficit changed in 1917 and how those changes still effect us today. Finally, we discuss how a free floating interest rate economy works to ensure price stability and consistent economic growth.

Host, Bryan Nicolaysen, discusses the active Quantitative Tightening program and its likely effects on the stock and bond market.

Host, Bryan Nicolaysen, discusses the different interest rate markets and their conflicting messages. He talks about the outlook for gold and equities and offers commentary on recent Elon Musk activity. Finally he discusses what makes the US the greatest country in the world and how President Joe Biden is undermining those principles.

Host, Bryan Nicolaysen, discusses our inflation outlook for 2023, The Fed's recent dovish actions and comments as well as an important consolidation of the markets around the 200 day moving average.

Happy Halloween! Host, Bryan Nicolaysen discusses the recent bear market rally and its cause, an article by Nick Timiraos of the WSJ. Was the Fed using Nick as a mouthpiece to temporarily stop a bond market collapse on Friday October 21st? Or is Nick just a speculator looking for clicks? The answer has significant ramifications for you and your retirement and the outlook is SPOOKY!

Host, Bryan Nicolaysen discusses the Federal Reserve inflation fight, commodities reaction to it, and the potential for a Federal Reserve policy pivot. Weakness in the Gilt Market leads the Bank of England to throw in the towel on the inflation fight. The only question is, how far behind the Bank of England is the Federal Reserve and where will the system break in the meantime?