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Latest Episodes
Market Rotation: Is Leadership Shifting Away from Tech Stocks?
June 29, 2026Market rotation is taking center stage as technology stocks pull back and investors look beyond the Magnificent Seven. In this market briefing, David Hollander explains what’s driving the recent shift in market leadership, how lower oil prices and Treasury yields are influencing investor sentiment, and why small-cap and international stocks have started to outperform.
SpaceX IPO and World Cup Investing: What to Know
June 16, 2026What do the SpaceX IPO and the 2026 FIFA World Cup have in common? Both could have major implications for investors.
In this market briefing, David Hollander discusses the excitement surrounding the SpaceX IPO, what history says about investing in newly public companies, and how the World Cup could create opportunities across industries like travel, hospitality, restaurants, media, and entertainment. He also shares his outlook on the broader market, inflation, and the Federal Reserve.
Market Update: Stocks Hit New Highs While Interest Rates Climb
May 27, 2026In this week’s market briefing, David Hollander reviews recent market performance, movements in Treasury yields, oil prices, and fixed income markets. He also discusses how rising yields can affect different areas of the market and highlights opportunities and challenges investors may encounter in today’s economic environment.
Stock Market Volatility 2026: Oil Prices, Market Rebound, and What Investors Should Know
April 28, 2026In this stock market volatility 2026 update, David Hollander explains what’s driving recent market swings, from rising oil prices to shifting economic signals.
Hear why the latest rebound caught many investors off guard, what it says about trying to time the market, and how diversification may help as conditions continue to change.
Rising Oil Prices and the Economy: What’s Driving Markets Right Now
March 23, 2026In this market briefing, David Hollander breaks down rising oil prices and the economy and how recent moves in energy markets are influencing stocks, inflation expectations, and investor sentiment. Major indexes declined this week as oil approached $100 per barrel, raising questions about economic momentum.
David also explores why today’s environment may differ from past energy shocks, including shifts in consumer spending and domestic energy production.
In addition, he covers the latest Federal Reserve outlook, along with a monthly update on Bitcoin and digital assets.
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