Two-Minute Market Focus

In this week's episode, Todd provides an update on the markets, highlights the Coinbase IPO, and explains the potential impact of the proposed capital gains tax hikes. 

In this week's episode, Todd provides an update on the markets, emphasizes the significance of the Coinbase IPO, and touches on the impact high global COVID-19 case numbers could have on the economic recovery.

In this week's episode, Todd provides an update on the markets, reviews some of the strongest US economic data on record, and dives into the connection between expectations and bond yield activity.

In this week's episode, Todd provides an update on the markets, reviews the impact a better-than-expected March jobs report could have and discusses the recent adjustments to the infrastructure package. 

In this week's episode, Todd provides an update on the markets, discusses the impact that uneven levels of COVID-19 vaccine delivery across the globe could have on the US, and bond yields are moving lower once again.

In this week's episode, Todd provides an update on the markets, the potential impact of COVID variants, and discusses how the Fed holding rates low through 2023 is creating pressure globally.

In this week's episode, Todd provides an update on the markets, discusses the impact the passage of the $1.9tln stimulus package may have on inflation, and shares his thoughts on big rotations potentially leading to good opportunities in mid-sized companies.

In this week's episode, Todd provides an update on the markets, discusses the unwinding of the large gap between growth and value stocks, and shares his thoughts on how much higher will interest rates need to go before they become problematic.

In this week's episode, Todd provides an update on the markets, discusses his concerns with the volatility in the bond market, and how the Federal Reserve might be changing their tune.

In this week's episode, Todd provides an update on the markets, discusses how rebalancing our accounts can help with volatility, and determining the right trigger points for bond yields.

In this week's episode, Todd provides an update on the markets, discusses the impact of Tesla getting into Bitcoin, the growing attraction of active stock selection and concerns around fixed income yields rising.

2.1.2021 - The r/wallstreetbets Short Squeeze In this week's episode, Todd provides an update on the markets and discusses how an online message board is potentially creating market instability.

In this week's episode, Todd discusses how the canceling of the Keystone Pipeline could impact energy prices, why it is critical to pay attention to the COVID-19 mutations taking place in Europe, and why inflation could become a problem.

In this week's episode, Todd discusses why it is important to closely monitor bond yields, how the markets are reacting to the tumultuous week at the Capitol, and a closer look at the possibility of a reflation theme overshoot.

In this week's episode, Todd discusses Tesla's S&P 500 inclusion, what Bitcoin's all-time high means for investors, and how the recently announced $900B stimulus package can help the economy in Q1 2021.

In this week's episode, Todd discusses what is happening with the small-cap sector, a few items worth monitoring that might signal market recovery, and a major US insurance company makes a large crypto investment.

In this week's episode, Todd discusses some of the possible drivers to the all-time highs in the US market and what the high yield bond market might be telling us.

In this week's episode, Todd discusses why small-cap leadership is a strong indicator of a rally, the continued attention for cryptocurrency, and the two things that could provide a challenging market this winter. 

In this week's episode, Todd discusses why US stocks are down while international is up, what an additional COVID-19 vaccine means and some staggering housing sector stats.

In this week's episode, Todd discusses why there was a brief change in interest rates after Biden was announced as President-elect, timing the rotation from growth to value stocks, and when fixed income portfolios need to consider moving towards more high-quality assets.

In this week's episode, Todd discusses the catalyst for the rise of US and International markets, the economy’s reaction to the possibility of a Republican-controlled Senate, and what is happening to home prices in the suburbs.

In this week's episode, Todd discusses the market's reaction to Dr. Fauci's prediction on when we might return to normal, the importance of exceeding expectations from recent earnings reports, and how the market is preparing ahead of Tuesday's election. 

In this week's episode, Todd discusses the stock market as we near the election, the status of bond yields, and what PayPal's announcement means for cryptocurrency within corporate America. 

In this week's episode, Todd talks about the resilience of the US consumer, the continuing surprise of inflation, and what potential capital gains changes could mean for the market in the near future. 

This week, Todd discusses the continuing volatility of the equity markets, the probability of a new stimulus deal, and what a contested election could mean for the stock market.