The Market Insights Broadcast
Every month brings a new reason to worry about your money. Rate decisions, inflation prints, earnings misses, a headline that sounds like the beginning of something. Most of it will not matter in five years. Some of it will. Telling the difference is the hard part.
That is what this broadcast is for.
Once a month, Chief Investment Officer Chris Arends, CFA®, CMT®, CAIA®, and Partner Daniel Goeddel, MBA, walk through what actually happened in the markets, what the data is telling us underneath the headlines, and how our investment team is thinking about positioning in response. They cover the parts that...
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SpaceX Goes Public: Should You Chase the IPO?
<p>In this month's Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, is joined by Daniel Goeddel, MBA, Partner and Chief Operating Officer, to unpack the SpaceX IPO — what it signals about AI, private markets, and risk — alongside a jobs-driven market sell-off, the leadership transition at the Federal Reserve, falling oil prices, and the question on every investor's mind: is the AI boom a bubble?</p> <p>Key Topics Include:</p> <ul> <li>The SpaceX IPO and what it signals about AI and private markets</li> <li>Where high-conviction bets belong: the three-bucket framework</li> <li>Why a strong jobs report triggered a market sell-off</li> <li>The leadership transition at the Federal Reserve and the outlook for rates</li> <li>Falling oil prices and easing geopolitical risk</li> <li>Is the market in a bubble? What the credit and margin data show</li> <li>Using strong markets to prepare for the next downturn</li> </ul>Too Far, Too Fast? The Rally, the K-Economy & the Road to the Midterms
<p>In this month's Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, break down the market's sharp rally off the war lows, why this move has been unusually fast and narrow, and what a K-shaped economy, a new Fed chair, and the upcoming midterm elections could mean for investors heading into the back half of the year.</p> <p><strong>Key Topics Include:</strong></p> <ul> <li>Why "sell in May and go away" hasn't worked in over a decade</li> <li>The S&P 500's fast, sharp rally — and why it may be range-bound from here</li> <li>A narrow market led by AI, semiconductors, and memory chips</li> <li>The K-shaped economy: rising energy, utility, and food prices vs. the AI boom</li> <li>Wage growth vs. spending growth across income levels</li> <li>Midterm election scenarios, a potential lame-duck dynamic, and market implications</li> <li>The volatility that tends to accompany a new Fed chair</li> <li>The Iran ceasefire, oil prices, and the breaking oil–gold correlation</li> <li>Gold's long-term outlook and why short-term strategies stepped aside</li> <li>Diversification when stocks, bonds, and gold all become correlated</li> <li>The role of alternatives and private markets in a portfolio</li> <li>Are we in an AI bubble? A dot-com comparison and what earnings reactions reveal</li> </ul>Iran, Oil & AI: Market Risks, Opportunity, and the Future of Work | Market Insights Broadcast
<p>In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, are joined by special guests Dan Goeddel, Chief Operating Officer, and Brian McGeehon, Chief Financial Officer.</p> <p>Together, they discuss the market implications of the Iran conflict, the outlook for oil and inflation, and how artificial intelligence is reshaping software, labor, and wealth management. The conversation also explores how Gatewood is using AI internally, why labor shortages may matter as much as job displacement, and why the human side of advising could become more important—not less—in the years ahead.</p> <p><strong>Key Topics Include:</strong></p> <ul> <li>Iran, oil shocks, and the market’s base case</li> <li>Inflation pressure and why energy still matters</li> <li>The state of software and SaaS amid AI disruption</li> <li>Labor shortages, productivity, and business investment</li> <li>How Gatewood is using AI internally</li> <li>Family governance, parenting, and the future of human advice</li> </ul> <p>Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.</p>2030 Depression? AI Panic, ITR Forecasts & Productivity Reality | Market Insights Broadcast
<p>In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, examine two narratives dominating investor conversations: </p> <ul> <li>The surge in AI-driven market volatility</li> <li>ITR Economics’ long-standing 2030–2036 depression forecast</li> </ul> <p>From insurance brokers and wealth managers to logistics and real estate services, markets reacted sharply to AI headlines. But is this disruption or mispricing?</p> <p><br></p> <p>Key Topics Include:</p> <ul> <li>AI panic across sectors and why markets “shoot first”</li> <li>Why AI may intensify productivity rather than replace labor</li> <li>ITR’s unchanged 2030 depression forecast</li> <li>Japan’s demographics vs. market returns</li> <li>Debt-to-GDP and inflation narratives</li> <li>Austrian Business Cycle Theory explained</li> <li>Why technology can outpace demographic decline</li> <li>Portfolio strategy implications</li> </ul> <p>Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.</p>