Positively Sloped

With over $8 trillion in dry powder sitting in money market accounts and a brand-new Federal Reserve Chairman taking the helm, the fixed income landscape is facing a massive regime shift. Is your portfolio positioned correctly? In this episode of Positively Sloped , host Jake sits down with Matthew Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, live from Chicago ahead...

Join Jake and Scott Bauer, CEO of Prosper Trading Academy, as they break down the re-escalation in the Iran conflict and why the markets are staying surprisingly resilient. We dive into the massive market cap race between Nvidia and Google, analyze why the defense sector (Lockheed, Boeing, Palantir) is lagging despite geopolitical strife, and debunk the "Sell in May and Go Away" myth. Pl...

In this episode of Positively Sloped, Jake and Neil tackle a massive market week featuring Jay Powell’s final Fed meeting and the "Mag Seven" earnings blitz. We analyze why Micron (MU) is up 560% and whether its 9x forward PE makes it the ultimate AI sleeper hit compared to Nvidia.  We also pull back the curtain on the OpenAI vs. Anthropic rivalry as "Claude" begins to eat into...

Are the markets finally shrugging off the chaos? In this episode of Positively Sloped, we break down the latest U.S. blockade efforts in the Strait of Hormuz and what the WTI/Brent crude inversion actually tells us about global supply shocks. We also dive into the hot March CPI print and discuss what Q1’s earnings season has in store for the markets.  © 2026 Kingsview Wealth Management Important D...

In this episode of Positively Sloped, Jake is joined by options trading pro, Scott Bauer, to broadcast from the CBOE trading floor. The pair wrap up a turbulent Q1 and explore whether the market's resilience will hold. We break down the ongoing geopolitical tensions in Iran and explain the rare backwardation happening between WTI and Brent crude oil. With the potential for a hot CPI inflation...

Coming to you from the Colorado Rockies, this episode of Positively Sloped is a family affair. Joined by Jake's father, the CEO of T3 Prosper, Scott Bauer- They break down a wild week of market "moguls" and unpredictable volatility. We discuss how the market is trading President Trump’s war updates and how an after-hours rally in SPY futures left retail option traders out in the col...

In this episode of Positively Sloped, guest co-host and portfolio manager Neil Peplinski joins the studio to break down the high-stakes intersection of geopolitics and finance. We dive deep into the Iran conflict's impact on oil prices and whether the recent S&P 500 rally is a fundamental shift or just a headline recovery.  Explore the "AI Arms Race" as we analyze the staggering...

Markets are reacting fast to escalating tensions in the Middle East. We break down how the Iran conflict is impacting stocks, oil, inflation expectations, and volatility and what it means for investors right now.  We dive into the AI semiconductor trade, comparing NVIDIA and Advanced Micro Devices, and discuss whether this pullback is a buying opportunity or the start of something deeper. Is the N...

Markets are sending mixed signals as GDP cools, job data conflicts, and tariff chaos returns to center stage. In this episode, we break down what to expect from Nvidia earnings, whether AI spending from giants like Microsoft , Amazon , Alphabet , Meta , and Oracle is sustainable, and how President Trump’s State of the Union could impact stocks. We also dive into the Supreme Court tariff ruling, th...

In this episode of Positively Sloped , we break down a high-stakes week for economic data, focusing on the dual mandate of jobs and inflation. We analyze why international markets and the Dow 30 are currently leading domestic tech, the impact of a weakening US Dollar , and the massive revisions expected in the labor market. From Bitcoin’s volatility to Intel’s government-backed future, we cover th...

We're back on  Positively Sloped after a six-week hiatus to break down the 2026 market outlook . Fresh off Indiana’s national title and ahead of the Super Bowl , we analyze the 'great rotation' from tech to the DOW . This episode explores Q4 earnings (Meta, Palantir), massive volatility in silver and gold , and the fixed income rally . We also discuss Bitcoin’s dip below 80k, the ne...

In this episode of Positively Sloped , Scott and Jake break down the market’s late-year sector rotation, Costco’s earnings and what they reveal about high-income consumers, and why financials, industrials, and consumer staples are gaining momentum. The conversation covers labor market weakness, Federal Reserve policy after multiple rate cuts, and whether AI spending is finally turning into real mo...

In this episode of Positively Sloped , we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cuts, explore the rise of “buy now, pay later” spending, and analyze how tech giants like Nvidia, Google, Apple, Amazon, and Broadcom are shaping markets. Plus, we to...

The government reopens but Wall Street sinks—major indices slide, the VIX spikes, and investors brace for Nvidia’s blockbuster earnings. We break down tech volatility, AI’s impact on jobs, inflation data delays, and what smart money moves from Buffett, Burry, and Thiel mean for retail investors. Plus, NFL Week 11 highlights and why the Bears might surprise in the playoff race. © 2025 Kingsview Wea...

In this week’s Positively Sloped , Scott and Jake break down eight hot topics commanding headlines — from the U.S. government reopening and airline chaos to Elon Musk's $1 trillion incentive package, and AMD’s upcoming earnings report. Plus, a dive into NFL highlights, holiday price trends, and the latest sports betting scandal shaking up Major League Baseball.  © 2025 Kingsview Wealth Manage...

Join us from V&M Bistro in Wilmington, Delaware as we break down the hottest market debates of November 2025. The government shutdown reaches record duration, the Fed’s path for the end of the year is uncertain and the consumer remains resilient. We dive into the dominance of the Mag 7 tech giants vs the rest of the market and we cover the forces driving Wall Street. Plus, we dive into the Buf...

In this episode of Positively Sloped , we break down Apple’s surprising iPhone 17 sales boom and what it means for the stock market, tech competition, and consumer demand. We also dive into the ongoing U.S. government shutdown, its economic ripple effects, and how furloughs, travel disruptions, and small business lending are being impacted. Finally, we preview the upcoming Federal Reserve meeting,...

Markets are hitting record highs as AI mega‑deals dominate headlines. In this episode, we break down OpenAI’s path to a potential $1T IPO, AMD’s challenge to Nvidia, and what Microsoft, Amazon, Google, and Oracle moves mean for investors. We also cover gold and Bitcoin highs, the government shutdown’s impact on markets, and NFL storylines from the Bears’ resurgence to AFC shakeups. Plus, our Q4 ou...

This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fire from China — could the AI king finally be losing its crown? And we’re putting Pepsi and Coke in the ring to see which stock has more fizz. Plus, our Reta...

Bears meltdown, Packers hype, and shocking Week 1 NFL takeaways — plus why the Fed’s next move could shake markets. Scott and Jake break down the latest jobs data, inflation trends, and what it means for stocks like Nvidia (NVDA) , Microsoft (MSFT) , Apple (AAPL) , and Alphabet (GOOGL) . We cover streaming wars, consumer debt, and portfolio strategy in a volatile economy. Whether you’re here for f...

On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we dive into this week's Retail Investor Trend. The guys wrap up with Fade or Trade and a new segment, One Number to Watch .  © 2025  Kingsview Wealth M...

We are back in studio to discuss the fallout over job revisions from the BLS, and President Trump's new nominations at the BLS and Federal Reserve. Nvidia remains in the headline after their deals with the administration and China. To cut or not to cut, that is the very contentious question. The WNBA has a problem, or do they?  You can find new episodes of Positively Sloped every other Wednes...

Join Scott Martin and Jake Bauer on the very first episode of Positively Sloped. From stocks, to sports, music, and everything in between. Tune in every other Tuesday to get some hot takes and deep dives in some of biggest topics in the headlines.  © 2025  Kingsview Wealth Management  Important Disclosures: Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities...