The markets may be pulling back, but opportunity often hides behind volatility.

Join Jerry and Michael as they unpack the recent market correction — and reveal when a dip becomes something more serious.

Corporate profits are surging even as layoffs mount. Is this the start of a slowdown… or the dawn of a “jobless profit boom”? Hear why Jerry believes this time might be different — and what it could mean for your portfolio.

Artificial intelligence is redefining what we call infrastructure—and turning once-overlooked companies into some of today’s most exciting investment opportunities.

Join Jerry and Michael as they dive into how AI is reshaping the investment landscape and discuss Chapter 7 of Jerry’s book, Boom, Bust & Beyond: Growing Your Way into Prosperity. You’ll discover striking parallels betweenthat chapter’s vision for economic growth and today’s political goals—reducing taxes, cutting red tape, and watching companies flock to business-friendly states.

Don’t miss this insightful conversation connecting market trends, policy shifts, and the future of American prosperity.

Join Jerry and Michael for an in-depth discussion on today’s rising market valuations — and how they stack up against the wild days of the dot-com era.

They’ll unpack how stocks and bonds have held up through a year marked by tariff tensions, geopolitical uncertainty, and a slowing economy. Can the Fed strike the right balance between fighting inflation and protecting jobs?

Plus, hear insights from BCA Research on what an asset allocation strategy could look like in the event of a global conflict — and how investors can prepare for anunpredictable future.

What are BCA’s views on the potential for a major global conflict in the coming decades—and how might rising tensions with China influence investment strategies? This week, Jerry revisits his insightful conversation with Michael Underhill to explore the future of U.S. infrastructure and the opportunities emerging as private companies partner withthe federal government to rebuild America.

The discussion also dives into the Fourth Industrial Revolution and the massive energy demands driving it. Which energy sources are rising to meet this challenge? How will companies secure the power needed to fuel innovation? And what steps is the current administration taking to remove bottlenecks and accelerate progress?

Join Jerry and Michael as they tackle these critical questions and examine the powerful trends shaping U.S. infrastructure, energy, and investment in the decades ahead.

Join Jerry and Michael as they dive into today’s most pressing economic topics — from how AI is reshaping the business cycle to whether commercial real estate is finally turning the corner. They’ll also share insights on the inflation outlook and what it means for smart investment decisions, along with theirlatest update on the economy and markets.

Stock market averages can be misleading without the right context. In this episode, Jerry and Michael provide an update on the stock market and the broader economy. Then, they dive into some statistics to explain how actual returns differ from quoted averages—and why that matters. How could this affect your investment decisions?

The similarities between the stock market in the mid to late 1990s and what we are seeing now are more than you might expect. Jerry and Michael discuss the similarities and differences between now and the bull market of the 1990s. Then they discuss the crazy, post-Covid economy traffic light that is flashing red, yellow and green all at the same time.

Jerry and Michael Underhill discuss the aging U.S. infrastructure and what new investments are being made in this area by private companies alongside the U.S. government. The Fourth Industrial Revolution appears to be underway and it demands a large increase in energy to fuel it. What energy sources are stepping up to meet those needs? How will companies access this energy? How is the current administration easing bottlenecks to fuel this revolution?Jerry and Michael talk about these issues plus more as theylook at the big trends in U.S. infrastructure.

Interested in the upcoming seminar on September23? Call us at 800-327-4285.