KWM Market Minute

Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.

The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity emerging, we break down what this shift means for investors right now.

Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a Plan B; turning to industrials to stay in the growth story while adding diversification from AI. Jason also discusses the recent message from the Fed.

Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.

Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.

Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opportunities in the Consumer Discretionary and Staples sectors.

Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.

Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.

Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that often follow these winning streaks. He also shares his view on the situation in Iran.

Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.

Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.

Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate earnings.

Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.

Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.

Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency to end conflict.

Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.

Jason discusses how geopolitical conflicts are impacting markets and whether the recent selloff is temporary.

Jason shares his thoughts on the global tariff ruling and near term volatility. He also discusses why he is long cybersecurity.

After a rocky week, Jason touches on why the markets were due for a reset and the importance of diversification. He also discusses how the everyday consumer is about to take the driver’s seat.

Jason discusses what is standing in between where we are and the S&P reaching 7700.

This episode features Ryan Serhant—Founder and CEO of SERHANT, a globally recognized real estate brokerage. Ryan shared his insights on the current NYC real estate market, while Jason provided his perspective on the broader market and what to expect in 2026.

Jason shares his thoughts on precious metals and the equity market and why the economy is “running hot."

Jason touches on the market reaction to Powell. He then shares why he believes the real opportunity may be beyond the Mag 7.

Jason discusses the impacts the recent events in Venezuela will have on the markets - specifically Gold and Bitcoin.

Jason shares his outlook on commodities as we head into 2026. He also discusses where he sees AI and the Mag 7 going.