Jerry and Michael discuss the big picture potential impact of the Big Beautiful Bill on the economy and markets. They dive into the overall picture of the current stock market versus previous eras to look at where the market may be headed.

Jerry interviews one of his favorite guests, David Abramsonof Alpine Macro. David is the Chief U.S. Strategist & Director of Research for Alpine Macro. Jerry and David discuss the impact of tariffs, impact of a possible conflict between China and Taiwan, David’s outlook for gold and oil, along with how Trump’s administration is different this time around. More about Alpine Macro can be found at AlpineMacro.com.

Then Jerry and Michael discuss the outlook of the U.S. debt.How might a sovereign wealth fund impact the debt?

David McCord, CMT and President of Cornerstone Financial Services, joins the show to give his view of the market’s reaction or lack of reaction to the Iran conflict. Jerry and Michael give an update on the economy and markets. And they begin a deeper dive into possible alternatives to bonds in the typical 60/40 portfolio. This week they look at private investments compared to public, especially in the real estate sector.

Jerry and Michael discuss how the markets and economy are reacting to the current state of the Israel/Iran conflict. Along with an update to the markets and economy, Jerry and Michael talk about how Cornerstone Financial utilizes dynamic asset allocations for their clients.

Jerry and Michael discuss the possible impact of the Israel/Iran war. Plus weighing the evidence to determine this market is in a renewed bull or a double top.

The U.S. Federal Debt – Crises Averted or Coming?

Jerry and Michael discuss the outlook of the U.S. debt. How might a sovereign wealth fund impact the debt? The show starts with our update on the markets and the economy.

The U.S. Federal Debt – Crises Averted or Coming?

Jerry and Michael discuss the outlook of the U.S. debt. How might a sovereign wealth fund impact the debt? The show starts with our update on the markets and the economy.

Moody’s downgrade – what is the latest on the U.S. debtpicture? What about gold?

Jerry and Michael discuss the current landscape of U.S. debt picture. What are the possible future outcomes of this debt? An update of the markets and economy is followed up with a discussion on gold as a possible core holding in a portfolio.