Positively Sloped

Kingsview Partners

Positively Sloped is where markets, culture, and momentum collide — because the most interesting things in the world are the ones trending up and to the right. Jake and Scott break down what’s moving — in the markets, in the headlines, and in your group chat — with sharp insights, real opinions, and just enough irreverence to make finance actually fun. These are the conversations we’ve been having for years — debates, hot takes, and deep dives — just now with a mic in front of us.

  1. 4d ago

    23. Is It Time to Move Cash Into Bonds? Navigating a "Bond Picker's Market" | Matthew Wrzesniewsky

    With over $8 trillion in dry powder sitting in money market accounts and a brand-new Federal Reserve Chairman taking the helm, the fixed income landscape is facing a massive regime shift. Is your portfolio positioned correctly? In this episode of Positively Sloped, host Jake sits down with Matthew Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, live from Chicago ahead of the Morningstar conference. Together, they unpack why today’s environment has officially evolved into a "bond picker's market" and how long-term investors should navigate tight credit spreads, stubborn inflation, and geopolitical volatility. © 2026 Kingsview Wealth Management  Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, AMD, and Apple and did not hold positions in Google or Berkshire Hathaway. Disclosures Continued: All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Investments in bonds are subject to interest rate, credit, and inflation risk. Municipal bond fund distributions, including any market discount recognized by the Fund's investments, may be taxable as ordinary income or capital gains. A majority of the income dividends that you receive from the Fund are expected to be exempt from federal income taxes. However, a portion of the Fund’s distributions may be subject to federal, state, or local income taxes or the federal alternative minimum tax. You should consult your own tax advisor with respect to any particular U.S. or non-U.S. tax consequences of your investment in the Fund. High-yield bonds generally have medium- and lower-range credit quality ratings and are therefore subject to a higher level of credit risk than bonds with higher credit quality ratings. Private investments involve a high degree of risk and, therefore, should be undertaken only by prospective investors capable of evaluating and bearing the risks such an investment represents. Investors in private investments generally must meet certain minimum financial qualifications that may make it unsuitable for specific market participants. © 2026 The Vanguard Group, Inc. All rights reserved.

    33 min

  2. May 6

    22. Nvidia vs Google: Who Will Come Out on Top | Sell in May and Go Away?

    Join Jake and Scott Bauer, CEO of Prosper Trading Academy, as they break down the re-escalation in the Iran conflict and why the markets are staying surprisingly resilient. We dive into the massive market cap race between Nvidia and Google, analyze why the defense sector (Lockheed, Boeing, Palantir) is lagging despite geopolitical strife, and debunk the "Sell in May and Go Away" myth. Plus, a look at $5 gas, 4.5% interest rates, and when the "numbness" to inflation might finally break the consumer.  © 2026 Kingsview Wealth Management  Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in AMD, Amazon, Apple, Broadcom, GE, META, Microsoft, Nvidia, and Palantir, and did not hold positions in Intel, Micron, Lockheed Martin, Boeing, Northrop Grumman, General Dynamics, Raytheon, GE Vernova, Costco or WDI.

    43 min

  3. Apr 29

    21. Powell’s Farewell, Mag Seven Earnings, Micron's Explosive Run, & More

    In this episode of Positively Sloped, Jake and Neil tackle a massive market week featuring Jay Powell’s final Fed meeting and the "Mag Seven" earnings blitz. We analyze why Micron (MU) is up 560% and whether its 9x forward PE makes it the ultimate AI sleeper hit compared to Nvidia.  We also pull back the curtain on the OpenAI vs. Anthropic rivalry as "Claude" begins to eat into ChatGPT's market share, and we debate the "Sell in May and Go Away" theory. Is it a legitimate strategy or just "spurious correlation"? Plus, we discuss the potential United-American Airlines merger and why Intel's 130% rebound is more than just a jolt.  © 2026 Kingsview Wealth Management  Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, AMD, META, Microsoft, and Amazon and did not hold positions in Google, Micron, Oracle, Intel, Samsung, United Airlines, American Airlines, or Western Digital.

    44 min

  4. Apr 15

    20. Iran Blockade Market Impact, Hot Inflation Data, & Q2 Earnings Kickoff

    Are the markets finally shrugging off the chaos? In this episode of Positively Sloped, we break down the latest U.S. blockade efforts in the Strait of Hormuz and what the WTI/Brent crude inversion actually tells us about global supply shocks. We also dive into the hot March CPI print and discuss what Q1’s earnings season has in store for the markets.  © 2026 Kingsview Wealth Management Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds did not hold positions in American Airlines, United Airlines, Delta Airlines, Southwest Airlines, Charles Schwab, Goldman Sachs, Wells Fargo, or McDonald’s.

    45 min

  5. Apr 9

    19. Q1 Market Wrap-Up, WTI vs. Brent Crude Inversion & CPI Preview

    In this episode of Positively Sloped, Jake is joined by options trading pro, Scott Bauer, to broadcast from the CBOE trading floor. The pair wrap up a turbulent Q1 and explore whether the market's resilience will hold. We break down the ongoing geopolitical tensions in Iran and explain the rare backwardation happening between WTI and Brent crude oil. With the potential for a hot CPI inflation print on Friday, we discuss how the bond market and elevated interest rates could dictate the direction of equities moving forward. Finally, we step away from the charts to offer our predictions and fades for this weekend's Masters tournament. © 2026 Kingsview Wealth Management Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.  Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Amazon, Apple, Broadcom, Meta, Microsoft, and Wallmart, and did not hold positions in Google or Costco.

    39 min

  6. Mar 25

    18. How to Trade Volatility: Options Pro Strategy ft. Scott Bauer

    Coming to you from the Colorado Rockies, this episode of Positively Sloped is a family affair. Joined by Jake's father, the CEO of T3 Prosper, Scott Bauer- They break down a wild week of market "moguls" and unpredictable volatility. We discuss how the market is trading President Trump’s war updates and how an after-hours rally in SPY futures left retail option traders out in the cold. © 2026 Kingsview Wealth Management Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.  Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, and Apple, and did not hold positions in Micron, Microsoft, Chewy, or Vail Resorts.

    34 min

  7. Mar 12

    17. AI Arms Race, Oil Volatility, and the Fed’s Next Move

    In this episode of Positively Sloped, guest co-host and portfolio manager Neil Peplinski joins the studio to break down the high-stakes intersection of geopolitics and finance. We dive deep into the Iran conflict's impact on oil prices and whether the recent S&P 500 rally is a fundamental shift or just a headline recovery.  Explore the "AI Arms Race" as we analyze the staggering valuations of OpenAI and Anthropic, and compare today’s tech hype to the .com bubble. We also tackle the Federal Reserve’s dual mandate, looking at how recent job losses and persistent inflation put Jerome Powell between a rock and a hard place heading into his final meetings. Finally, we wrap up with March Madness picks and our "Fades or Trades" for the Detroit Tigers and the March jobs report.  © 2026 Kingsview Wealth Management Important Disclosures:  Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.  Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Dell, and Palintir, and did not hold positions in Raytheon or Hewlett Packard.

    41 min

  8. Mar 4

    16. Iran War Shocks Markets | Nvidia vs AMD, Nasdaq Correction & Private Credit Panic

    Markets are reacting fast to escalating tensions in the Middle East. We break down how the Iran conflict is impacting stocks, oil, inflation expectations, and volatility and what it means for investors right now.  We dive into the AI semiconductor trade, comparing NVIDIA and Advanced Micro Devices, and discuss whether this pullback is a buying opportunity or the start of something deeper. Is the Nasdaq heading for an official 10% correction?  On the private markets side, we examine redemption pressure at Blackstone and discuss whether firms like Ares Management and Blue Owl Capital are facing a broader private credit reckoning — or if panic is creating opportunity.  © 2026 Kingsview Wealth Management  Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.  Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in NVIDIA, Palantir Technologies, Blue Owl Capital, and did not hold positions in AMD, Micron, Blackstone, Ares Management, Proctor and Gamble, Biogen, or 3M.

    48 min
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Ratings & Reviews

5
out of 5
11 Ratings

About

Positively Sloped is where markets, culture, and momentum collide — because the most interesting things in the world are the ones trending up and to the right. Jake and Scott break down what’s moving — in the markets, in the headlines, and in your group chat — with sharp insights, real opinions, and just enough irreverence to make finance actually fun. These are the conversations we’ve been having for years — debates, hot takes, and deep dives — just now with a mic in front of us.

Information

  • Creator
    Kingsview Partners
  • Years Active
    2025 - 2026
  • Episodes
    23
  • Rating
    Explicit
  • Copyright
    © 2026 Positively Sloped
  • Show Website
    Positively Sloped