In this episode, we chat with RBC Portfolio Advisory Group’s Rob Sluymer, whose technical analysis helps inform our timings and entries on stocks and how we manage risk positions.

In this episode, we talk about interest rates as a potential headwind for the market in the second half of 2026, which way inflation is headed and the federal response, and the Strait of Hormuz closing once again.

In this episode, we discuss bull market checklist, sentiment and breadth, forthcoming mega-cap IPOs and what’s going on in the portfolio.

In this episode we discuss the past two months in the market, the bear and bull case moving forward and what our team is doing with portfolios right now.

In this episode, we discuss how new AI tools are disrupting industries across many sectors. We explore continued market leadership from international markets and examine the year-to-date sector rotation toward areas less exposed to AI disruption.

In our first episode of the New Year, we talk about our outlook for markets in 2026. We discuss the momentum and improving breadth to start the year, strong earnings growth expectations, midterm election year volatility and potential headwinds, and currency and commodity positioning.