Mike Frazier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mike Frazier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Matt Deseno is the founder of multiple award winning marketing businesses ranging from a attraction marketing to AI appointment setting to customer user experience. When he’s not working on the businesses he teaches marketing at Pepperdine University and he also teaches other marketing agency owners how they created a software company to triple the profitability for the agency. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out Mint Mobile: https://mintmobile.com/tmf * Check out Moorings: https://moorings.com * Check out Trust & Will: https://trustandwill.com/TRAVIS * Check out Warby Parker: https://warbyparker.com/travis Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy…
Mike Frazier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mike Frazier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
Mike Frazier에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mike Frazier 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
The beat goes on. No matter what gets thrown in front of this Market - and there’s been a lot - it just keeps moving forward. Back near all-time highs, the rally continues. Much to the surprise of many; The beat goes on. This week had a bit of everything: Earnings, Economic data, Politics, and Geopolitics. Washington has been a busy place, and it’s definitely been hard to keep up with the pace and scope of activities. It all seems highly intentional...…
There’s a football game in New Orleans this weekend. That will capture the attention of America on Sunday. The big news heading into this week was the fate of those proposed tariffs. Canada and Mexico were slated to be the recipients of 25% levies on goods crossing the border. China was set for a 10% tariff. The Market was tense. A last-minute deal delayed them for a month. At least on Canadian and Mexican imports. That saved Super Bowl Sunday from another spike in inflation. More on that later...…
The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders. DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears that China has gained on America’s AI advantage. What’s more, DeepSeek’s LLMs were created despite US aggressive export controls designed to limit China’s access to the advanced semiconductor chips that are believed to be required for AI work. Then there’s this: It’s doing it at a fraction of the cost. Simply put, DeepSeek claims to be 97% cheaper and actually performs on par with ChatGPT, Gemini, Meta AI and Claude...…
It's just one week into the second Trump administration and it's been as eventful a start to any Presidential term in memory. What a difference in the White House. Regardless of what people think of the 45th and 47th President, he definitely makes people move. One of the biggest takeaways from Trump 2.0 has been the Market's hyper-focus on trade and the volatility around the constant flow of tariff headlines. The threat of wide-ranging tariffs slapped on America's trading partners threatens growth, prices and currencies. There's been a ton of speculation and bracing for action. Thus far, the Market has taken it very much in stride with the perceived thinking that thus far, the bark has been much bigger than the bite. But make no mistake, there has been plenty of barking. It's still very early days...…
It's that time again: Earnings Season. Corporate America turns in their quarterly report cards for investors to gauge fundamentals and results. It's always refreshing to be able to sideline emotions and rhetoric so we can focus on facts...
The AI trade was back on to start this first full week of 2025. It didn’t last though. But the AI theme keeps gaining steam. What’s being called the most transformational new technology that humanity has ever had in its grasp has been the major driver of the Stock Market. Artificial Intelligence is already impacting all things, economic, political, geopolitical, military, social and education. It’s that big. Advancements have been swift and mind blowing. There’s also this: Rules and regulations are few and governments simply cannot keep up with the speed of innovation...…
The week started with a bang overseas. There was a revolution in Syria. President Bashar al-Assad's regime fell to rebel forces. The 50-year reign of the Assad family in Syria has come to an abrupt end. Assad and his family have reportedly fled to Moscow, seeking asylum. This brought an end to the bloody and brutal 13-year Syrian civil war. What's more, Assad's biggest backers have been weakened significantly. Russia and Iran sit at the top of that list. Moscow spent significant financial and political capital to keep Assad in power during that civil war. Their investment just went up in flames...…
Wall Street lost a legend this week. His name was Art Cashin. He was a unique character in so many ways. Art Cashin was the Director of Floor Operations for UBS at the New York Stock Exchange. He started his career at a small brokerage firm, becoming one of the youngest traders to obtain a seat on Wall Street. He later went to Paine Webber a couple decades later. Paine Webber was acquired by UBS. Cashin stayed on board. As the years passed and trading volume moved from human hands to machines, the number of people on the floor dissipated. Cashin’s presence remained, with passion and purpose. He was a legendary figure...…
The Market has a bit of a love hate relationship with the American government. It always has and probably always will. The Market definitely relishes the stability and safety our government provides but gets easily agitated with overreach and a lack of discipline. There’s definitely been a lot of the latter of late...…
The post-election rally stalled this week. The Dow and S&P erased half of their gains since Election Day. A better-than-expected earnings report from Disney helped cushion the Dow, while the Tech-heavy NAS fared the worst on the week. The Market continues to deal with the fits and starts in the wake of the election. It’s trying to decipher the differences of campaign promises versus actual governing priorities. There have been some cabinet appointments that, shall I say, have raised some eyebrows as well as caused full blown shock. That shock included members from within the Republican Party...…
November 5th, 2024. It’s a date that been circled on the calendar since 2023 concluded. The hype is over. It finally came; The consequential American Presidential election. The people mailed in their ballots and headed to the voting booths in size. The mood had been extremely tense, at times vitriolic, with a surplus of nervous energy. That’s pretty much how the Market had been behaving of late. Traders had been anxious about outcomes that could shape Washington’s agenda for years ahead. The country is sorely divided. One thing the American people agreed upon heading into the election is the nation’s current state. 70% believe the country is on the wrong track. Change has been a constant theme...…
The Stock Market kept the brakes on. There have been back-to-back weekly decliners, which followed 6 straight weeks of gains. It makes sense with so much going on. This was as big of a week for Market-moving events as I can ever remember in my near 30-year career. There's a ton for the Market to absorb: Earnings. Economic data. Fed Meeting. Global wars. Oil. And oh, yeah, that not-so-small election next week. With that said, here's another rapid rundown...…
The Stock Market rally took a breather. The streak of 6-weekly gains came to an end. Momentum slowed with election uncertainty, deficit concerns and added pressure on interest rates. Leadership narrowed back to Tech ahead of a massive run of earnings next week. It was rising yields that caused the speedbumps...…
The Stock Market keeps on keeping on, as they say. This week, the S&P 500 hit its 47th fresh all-time-high in 2024. It’s been 6 straight week of gains for the Dow, S&P and Nasdaq. This marks the best performance for America’s Stock Market at this point in the year since 1997. Now that’s saying something. What makes it more remarkable is that it is occurring at a point where so many risks are on the rise, from wars overseas to the Presidential election in just 3 weeks. That age old saying that the Market climbs a wall of worry sure is accurate today...…
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