Top of Mind with Consilio Wealth

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the latest market trends, from SpaceX’s post-IPO performance to the explosive rally in AI-driven memory stocks like Micron Technology. They also discuss the rotation away from the Magnificent Seven, the rise of affordable EVs, and the challenges the Fed faces as inflation remains sticky. We discuss: ➡️ SpaceX’s IPO...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest market and technology trends shaping the investment landscape. From SpaceX’s highly anticipated IPO structure and Anthropic’s trillion-dollar ambitions, to the growing costs of AI adoption and the rise of “token maxing,” they unpack what these shifts could mean for markets and investors. The conversation...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest CPI report, the confirmation of Kevin Warsh as the new Fed Chair, and what it could mean for interest rates, inflation, and the housing market. They also explore a proposed SEC rule that could reduce company earnings reporting and what that means for investors. We discuss: ➡️ Hot CPI data and sticky inflati...

Welcome to Top of Mind with Consilio Wealth!  Chris Kaminski and Hao Dang break down a week of conflicting market signals—from strong Big Tech earnings and aggressive AI spending to a housing market stuck in neutral. They explore the growing disconnect between fundamentals and market reactions, the persistence of a K-shaped economy, and what it all means for investors navigating today’s environmen...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang continue the conversation on private credit, breaking down new data, CEO commentary, and what’s actually happening beneath the headlines. They unpack default rates, redemption trends, and the growing gap between strong and struggling managers, while challenging the narrative that the entire asset class is under stress. The ep...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest developments in private credit, unpacking the growing disconnect between publicly traded funds and their underlying illiquid assets. They break down what recent redemption spikes really mean, why liquidity mismatches matter, and how investor behavior is shaping the narrative. The conversation also explore...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the recent surge in private credit headlines, separating fear from fundamentals. They explore how the asset class works, why it has grown rapidly, and what’s driving concerns around rising redemptions, liquidity constraints, and potential defaults—especially in software-focused lending amid AI disruption. The conve...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang discuss the latest market developments, from AI-driven layoffs and tech partnerships to geopolitical tensions and their impact on the economy. They break down Block’s major job cuts and whether AI is truly driving workforce changes, explore Apple’s partnership with Google’s Gemini model to power new AI features, and examine r...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski returns with Hao Dang to unpack the growing fear around AI replacing white-collar jobs. From the viral Matt Schumer article to bold predictions of widespread automation, they break down what’s real, what’s hype, and what it could mean for professionals and the broader economy. They also dive into the sharp selloff in Big Tech and SaaS sto...

Welcome to Top of Mind with Consilio Wealth! Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade. The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along wit...

Welcome to Top of Mind with Consilio Wealth! Hao Dang and Alex Dorell kick off 2026 with a timely market update, breaking down a volatile start to the year driven by political headlines, tariff uncertainty, and shifting interest rate expectations. They discuss why international markets outperformed in 2025, how currency swings boosted global returns, and what a weaker U.S. dollar could mean for in...

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang revisit the predictions they made for 2025, breaking down what they got right, what they missed, and why. From clean energy outperforming traditional energy and resilient consumer behavior around tariffs, to surprises in inflation, gold, and AI-driven market leadership, they reflect on a year filled with unexpected market str...

Chris Kaminski and Hao Dang discuss the state of the economy through Chipotle earnings. AI efficiency that is showing in small cap stocks. The economic disparities that have emerged five years post-COVID, highlighting how higher-income individuals have thrived while lower-income groups struggle (K shaped recovery). We discusses the wealth effect, where rising stock prices lead to increased consume...

Chris Kaminski and Hao Dang discuss the recent Fermi IPO, the implications of AI on the market, and the current state of the housing market. They explore the potential risks and opportunities presented by the AI bubble, the impact of Fed policies on the economy, and the challenges facing first-time homebuyers. The discussion also touches on corporate strategies in the face of economic uncertainty...

Join Chris Kaminski & Hao Dang as they discuss: ➡️Nvidia invests $5B in Intel ➡️OpenAI makes $300B commitment to Oracle ➡️TikTok buyers To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Join Chris Kaminski & Hao Dang as they discuss: ➡️The jobs report keeps missing, putting more pressure on the Fed ➡️Travel data is slowing ➡️Alternatives in 401(k) plans To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com...

Join Hao Dang & special guest, Alex Dorell, as they discuss: ➡️One Big Beautiful Bill Act To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Join Chris Kaminski & Hao Dang as they discuss: ➡️Who's right? stocks or bonds ➡️Inflation keeps coming down, the Fed holds ➡️Stablecoin offerings from Amazon & Walmart To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth....

Join Chris Kaminski & Hao Dang as they discuss: ➡️When do we double dip? ➡️DOGE progress undone by One Big Beautiful Bill ➡️Reciprocal Tariffs struck down, then not ➡️Is the housing market frozen? To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth...

Join Chris Kaminski & Hao Dang as they discuss: ➡️Nothing happened in the market... To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Welcome to our Q2 2025 market commentary! Join us as we discuss: ➡️Q1 review ➡️Cars and tariffs ➡️Bonds and interest rates ➡️Our outlook ➡️Bull case / Bear case To stay in the loop on more insights, visit: www.consiliowealth.com/insights Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosu...

Join Chris Kaminski & Hao Dang as they discuss: ➡️What's going on in markets right now ➡️Liberation day and what we think is next To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Join Chris Kaminski & Hao Dang as they discuss: ➡️Correction on uncertainty ➡️Consumer confidence hits a new low ➡️Maleficent 7 To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Join Chris Kaminski & Hao Dang as they discuss: ➡️Tariffs ➡️The top 10% account for 50% of consumer spending ➡️Trump trade unwound ➡️Consumer confidence To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures  

Join Chris Kaminski & Hao Dang as they discuss: ➡️Trump's FTC ➡️Federal worker reduction ➡️International stocks beating US ➡️RIP US penny To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures