Bull, Bear, & Brief

Markets continued their strong run during the shortened Fourth of July trading week, but beneath the surface, leadership may be starting to shift. This week on Bull, Bear, & Brief , Joe Quartucci and Arpit Sharma break down another positive week for the major indexes, discuss why semiconductors and technology stocks showed signs of slowing, and explore where they see opportunities as investors...

Technology stocks finally took a breather after weeks of leading the market, while small caps continued to gain momentum. This week on Bull, Bear, & Brief , Joe Quartucci and Arpit Sharma discuss the recent shift in market leadership, what may be driving investors toward smaller companies, and whether the second half of the year could bring new opportunities beyond big tech. The conversation a...

Oil prices plunged. SpaceX made history. And investors are asking whether it's time to play defense. This week, Joe and Arpit unpack the proposed Iran peace agreement and its impact on global energy markets, inflation, and economic growth. They discuss why oil prices dropped so sharply, what the ongoing negotiations could mean for investors, and whether the market's reaction is justified...

After nine straight weeks of gains, the market finally hit turbulence. This week, Joe and Arpit break down the selloff in tech, rising bond yields, and what a stronger-than-expected jobs report could mean for interest rates. They also tackle one of the biggest questions facing investors today: Are elevated valuations a warning sign, or are AI-driven earnings growth and innovation supporting the ra...

The market rally continues. This week on Bull, Bear, & Brief , Joe Quartucci and Arpit Sharma break down another strong week for stocks as the Dow closes above 51,000 and the S&P 500 records its ninth consecutive week of gains. Despite rising inflation expectations, higher bond yields, and continued uncertainty surrounding Iran, investors continue piling into equities. The hosts discuss wh...

Markets continued their climb last week, with the Dow reaching fresh record highs and small caps leading the way. But beneath the momentum, investors are still watching several key pressure points. In this episode of Bull, Bear & Brief , Joe Quartucci and Arpit Sharma break down NVIDIA’s latest earnings, rising inflation expectations, the bond market, small cap strength, and why oil prices rem...

This week on Bull, Bear, & Brief , Joe Quartucci, Arpit Sharma, and special guest Conner Capps break down the market’s first real pause after six straight positive weeks and discuss what could come next for investors. The conversation dives into rising Treasury yields, persistent inflation concerns, and the growing pressure higher oil prices could place on consumers and businesses. Joe and Arp...

AI stocks are ripping higher, markets are back near all-time highs, and investors are trying to figure out what happens next. In this episode of Bull, Bear & Brief , Joe Quartucci and Arpit Sharma break down the massive rally in semiconductors, AMD’s explosive move higher, rising concerns around the labor market, and why the 2026 midterm elections could have major implications for markets and...

Despite rising oil prices, geopolitical tension, and continued pressure on consumers, markets remain near all-time highs. In this episode of Bull Bear and Brief , Joe Quartucci and Arpit Sharma unpack the key forces driving today’s environment, including Big Tech earnings, AI investment trends, inflation dynamics, and China’s evolving economic challenges. They also explore what this “K-shaped” rea...

This week on Bull Bear & Brief , Joe Quartucci and Arpit Sharma break down a mixed week in the markets as technology continued to lead, oil prices surged, and investors weighed geopolitical tension overseas. They also dive into one of the biggest long-term financial questions facing America: Is the growing U.S. debt and deficit actually a problem? Joe and Arpit debate short-term optimism vs lo...

Markets posted a strong week, but underneath the surface, questions remain. In Episode 4 of Bull Bear Brief , Joe Quartucci and Arpit Sharma break down the market action from April 13–17, including a sharp Nasdaq rally, major moves in tech stocks, and how easing geopolitical headlines helped fuel gains. Then they dive into a much bigger topic: private credit and the banking system. Are fears aroun...

Markets are moving higher, but the bigger question is what’s happening beneath the surface. In this episode of Bull, Bear, & Brief , we break down a strong week across equities and what is driving the rally, including easing geopolitical tensions and shifting expectations around interest rates. But the story does not stop there. We discuss why elevated oil prices could continue to pressure inf...

Markets bounced back this week, but beneath the surface, risks may be building. In this episode of Bull, Bear, & Brief , we break down the latest market moves, from a surprising rebound across major indices to the growing impact of geopolitical tensions and rising energy prices. Then we dive into a topic that is starting to raise more questions across the industry: private credit. What is it,...

We are excited to launch the first episode of our podcast, Bull Bear Brief, where we try to tackle the important questions that everyone is asking right now in the market place. We aim to provide insightful, unique advice, in the hopes of educating and informing all sorts of investors & traders. This week's episode serves as an introduction to our new Podcast, and the beginning of a new i...