KWM Market Minute

Jason discusses how the administration prioritizes growth and their clear incentives heading into midterms. He also shares how the macro environment continues to support the market.

Jason discusses market pricing, anticipated rate cuts, and the factors contributing to the market rebound.

Jason discusses crypto being down again and how it affects the market. He also explains how this is a year of v-shaped recoveries due to a variety of factors.

Jason shares why UBS raised their S&P 500 price target and his thoughts on Crypto as a risk asset.

Jason shares how the results from NVDA will influence big tech's future. He also discusses why investors should look at the equal weight S&P.

Jason discusses today’s rally in the context of the government shutdown settlement. He also comments on the outcome of the NYC mayoral race and developments in the municipal market.

Jason shares why this AI bubble is NOT the tech wreck 2.0. He also touches on the rise in S&P targets for mid-year 2026.

Jason discusses why this is the most hated rally of our time. He also shares what to expect from Big Tech earnings this week and his outlook on silver.

Jason shares his thoughts on the market pullback and why it may have been needed. He also discusses why now is the time to go long healthcare.

Jason discusses the upcoming earnings season, the new wave of AI, and when/if the government shutdown will impact the markets.

Jason shares his thoughts on the resilient economy and why the Fed should still cut rates. He also touches on changes to investment opportunities in 401(k)s.

Jason shares his thoughts on cash and the importance of time in the market.

Jason shares his thoughts leading up to the Fed announcement today as well as how this will impact the amount of cash on the sidelines.

Jason discusses how the pressure is mounting for the Fed to cut rates and his expectations for the CPI print.

Is September the worst month for the markets? Jason dives into the post-summer reality of the markets and why he expects volatility.

Jason shares his thoughts on Powell's speech and the rotation of the market favoring small cap stocks.

Is this the tech wreck 2.0? Jason touches on the rally in tech stocks and key differences between now and then. He also discusses what he expects from the upcoming Fed meeting.

Jason shares his insights on the latest CPI numbers and breaks down which sectors investors should keep an eye on.

Jason shares his take on the rapid shift from bear to bull market in just a few months, highlighting what needs to happen next for the rally to hold. He also offers his outlook on gold, including how inflation and potential tariffs could impact demand.

Did the Fed miss a golden opportunity to cut rates? The “buying the dip” strategy may be losing steam, but don’t lose faith. In this episode, Jason dives into market reactions, rate expectations, and sector outlooks—covering financials, energy, and healthcare.

Jason will discuss what he believes will be The Feds next move. He also shares his views on the financial and energy sectors.

Jason shares his perspective on the market melt up - is this driven by giddiness and euphoria or is it sustainable? He also shares how deregulation may be a catalyst of the next rally.

Jason shares his perspective on why AI is the greatest disinflationary force of our time, getting long financials, and why the Fed should cut rates.

Jason shares his perspective on why AI is the greatest disinflationary force of our time and how to play the AI paradigm.

Market Update webinar live from the UBS studios on Wednesday, June 25th. Jason was interviewed by Anthony Pastore, Head of Broadcast Communications for UBS Global Wealth Management, and shared his insights on today’s market and the broader economic outlook.