Two-Minute Market Focus

Focus Partners Wealth
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All of the market information you need in 120 seconds or less. 

  1. 2 FEB

    2.2.26 - Discussing Precious Metals Markets

    In this episode, Focus Partners’ Todd Jones breaks down the latest movements in gold and silver, provides a performance update for 2026, and highlights key recession indicators investors are watching.  Click here to view supporting charts referenced in today's episode.

    3 min

  2. 21 JAN

    1.21.26 - Market Dispersion Creates Active Opportunities

    What are the implications for active strategies when market dispersion is elevated? In this episode, Focus Partners’ Todd Jones shares how wide differences in asset class performance can create opportunities for active managers as fundamentals, sentiment, and economic signals diverge.  Click here to view supporting charts referenced in today's episode.

    2 min

  3. 5 JAN

    1.5.26 - What Could 2026 Bring?

    Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks. Click here to view supporting charts referenced in today's episode.

    4 min

  4. 16/12/2025

    12.15.25 - Earnings Growth Estimates For 2026

    Happy holidays from Focus Partners’ Todd Jones and the “Two-Minute Market Focus” team! In the last episode of 2025, Todd shares his thoughts on market performance over the last quarter, earnings growth estimates for 2026, outlier risks, correction/recession indicators, and more.  Click here to view supporting charts referenced in today's episode.

    3 min

  5. 02/12/2025

    12.2.25 - Discussing S&P Dispersion

    While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on recent market performance and recession indicators. Click here to view supporting charts referenced in today's episode.

    2 min

  6. 18/11/2025

    11.18.25 - Analyzing the AI Bubble Risk

    In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what this development may mean and shares updates on recent market performance and recession indicators.   Click here to view supporting charts referenced in today's episode.

    3 min

  7. 28/10/2025

    10.27.25 - What Emotion Is Driving the Market?

    What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators.  Click here to view supporting charts referenced in today's episode.

    2 min

  8. 13/10/2025

    10.13.25 - Correlations and Diversification

    Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in the private debt sector and provides an update on performance and recession indicators.  Click here to view supporting charts referenced in today's episode.

    2 min
See All (212)

About

All of the market information you need in 120 seconds or less. 

Information

  • Creator
    Focus Partners Wealth
  • Years Active
    2020 - 2026
  • Episodes
    212
  • Rating
    Clean
  • Copyright
    © 2026 Two-Minute Market Focus
  • Show Website
    Two-Minute Market Focus

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