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. 2D AGO

    13. 2026 Market Outlook: Tech Stocks, AI Earnings, and the Precious Metals Trade

    We're back on Positively Sloped after a six-week hiatus to break down the 2026 market outlook. Fresh off Indiana’s national title and ahead of the Super Bowl, we analyze the 'great rotation' from tech to the DOW. This episode explores Q4 earnings (Meta, Palantir), massive volatility in silver and gold, and the fixed income rally. We also discuss Bitcoin’s dip below 80k, the new Fed Chairman, and tactical shifts for the 60/40 portfolio in 2026. © 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 Amazon, Microsoft, Meta, and United Healthcare and did not hold positions in Google, Palantir, Proctor & Gamble, and Pepsi Co.

    44 min

  2. 12/17/2025

    12. Market Rotation Takes Hold, Costco Signals Consumer Strength, and AI’s Next Phase

    In this episode of Positively Sloped, Scott and Jake break down the market’s late-year sector rotation, Costco’s earnings and what they reveal about high-income consumers, and why financials, industrials, and consumer staples are gaining momentum. The conversation covers labor market weakness, Federal Reserve policy after multiple rate cuts, and whether AI spending is finally turning into real monetization for companies like Nvidia, Amazon, Google, Oracle, and Dell. The episode wraps with NFL and NCAA playoff takes, Bitcoin’s 2026 outlook, and a rapid-fire market trade discussion as investors head into year-end.  © 2025 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 Costco, Amazon, NVIDIA, Walmart, Mastercard, Visa, and Dell, and did not hold positions in Broadcom, Goldman Sachs, Caterpillar, Google, Johnson and Johnson, Dollar Tree, Dollar General, or Oracle.

    47 min

  3. 12/03/2025

    11. Black Friday Records, Fed Rate Cuts & Tech Giants Driving Market Shifts

    In this episode of Positively Sloped, we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cuts, explore the rise of “buy now, pay later” spending, and analyze how tech giants like Nvidia, Google, Apple, Amazon, and Broadcom are shaping markets. Plus, we touch on the NFL, holiday shopping trends, and the future of brick-and-mortar retail in an increasingly AI-driven world. © 2025 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 Amazon, Microsoft, Target, NVIDIA, and Meta, and did not hold positions in AMD, Broadcom, Alphabet, Apple, Palantir, SoftBank, Berkshire Hathaway, Walmart, Pepsico, Coca-Cola, or Kroger.

    48 min

  4. 11/19/2025

    10. Markets Tank After Government Reopens | Nvidia Earnings, AI Jobs & NFL Week 11

    The government reopens but Wall Street sinks—major indices slide, the VIX spikes, and investors brace for Nvidia’s blockbuster earnings. We break down tech volatility, AI’s impact on jobs, inflation data delays, and what smart money moves from Buffett, Burry, and Thiel mean for retail investors. Plus, NFL Week 11 highlights and why the Bears might surprise in the playoff race. © 2025 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 Amazon, Microsoft, Target, NVIDIA, and Meta, and did not hold positions in AMD, Broadcom, Alphabet, Apple, Palantir, SoftBank, Berkshire Hathaway, Walmart, Pepsico, Coca-Cola, or Kroger.

    56 min

  5. 11/12/2025

    9. Government Reopening, Tesla’s 8.5T Market Cap Target, and AMD’s Earnings Ahead

    In this week’s Positively Sloped, Scott and Jake break down eight hot topics commanding headlines — from the U.S. government reopening and airline chaos to Elon Musk's $1 trillion incentive package, and AMD’s upcoming earnings report. Plus, a dive into NFL highlights, holiday price trends, and the latest sports betting scandal shaking up Major League Baseball.  © 2025 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 META, and NVDA, and did not hold positions in AMD, or TSLA.

    24 min

  6. 11/05/2025

    8. Fed Cuts, Mag 7 Momentum & 2025 Market Shocks + NFL & World Series Reactions

    Join us from V&M Bistro in Wilmington, Delaware as we break down the hottest market debates of November 2025. The government shutdown reaches record duration, the Fed’s path for the end of the year is uncertain and the consumer remains resilient. We dive into the dominance of the Mag 7 tech giants vs the rest of the market and we cover the forces driving Wall Street. Plus, we dive into the Buffalo Bills’ Super Bowl push, and the epic 2025 World Series. A mix of finance, sports, and culture you won’t want to miss. © 2025 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 Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google.

    51 min

  7. 10/22/2025

    7. Apple Stock Surges, Government Shutdown Impact, and NFL/NCAAF Catchup

    In this episode of Positively Sloped, we break down Apple’s surprising iPhone 17 sales boom and what it means for the stock market, tech competition, and consumer demand. We also dive into the ongoing U.S. government shutdown, its economic ripple effects, and how furloughs, travel disruptions, and small business lending are being impacted. Finally, we preview the upcoming Federal Reserve meeting, debate the likelihood of another rate cut, and explore what it could mean for markets heading into the holiday season. Plus, we touch on AirPods, Android competition, and the future of consumer tech. Stay tuned for sharp insights on markets, sports, and culture—all with the Positively Sloped edge. © 2025 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 Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google.

    54 min

  8. 10/08/2025

    6. NFL Update, AI Mega-Deals, Government Shutdown, and Q4 Outlook

    Markets are hitting record highs as AI mega‑deals dominate headlines. In this episode, we break down OpenAI’s path to a potential $1T IPO, AMD’s challenge to Nvidia, and what Microsoft, Amazon, Google, and Oracle moves mean for investors. We also cover gold and Bitcoin highs, the government shutdown’s impact on markets, and NFL storylines from the Bears’ resurgence to AFC shakeups. Plus, our Q4 outlook and “Fades or Trades” of the week. © 2025 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 Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google.

    46 min
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Ratings & Reviews

5
out of 5
10 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
    13
  • Rating
    Explicit
  • Copyright
    © 2026 Positively Sloped
  • Show Website
    Positively Sloped