Positively Sloped

Kingsview Partners
  • 5.0 (10)
  • BUSINESS

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. 17H AGO

    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

  2. FEB 25

    15. Nvidia Earnings, Trump Tariffs & AI Fears: Markets at a Crossroads

    Markets are sending mixed signals as GDP cools, job data conflicts, and tariff chaos returns to center stage. In this episode, we break down what to expect from Nvidia earnings, whether AI spending from giants like Microsoft, Amazon, Alphabet, Meta, and Oracle is sustainable, and how President Trump’s State of the Union could impact stocks. We also dive into the Supreme Court tariff ruling, the 150-day trade clock, Fed rate cut expectations, AI existential risk debates, and what it all means for the S&P 500 and Nasdaq. Is this a market rotation… or the start of something bigger? Plus: March Madness previews, PGA headlines, and Team USA’s hockey dominance. © 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, Meta, Microsoft and Target, and did not hold positions in Alphabet, Oracle, Kohl's , United Airlines, or Delta Airlines.

    49 min

  3. FEB 11

    14. Global Gains and Dollar Pains

    In this episode of Positively Sloped, we break down a high-stakes week for economic data, focusing on the dual mandate of jobs and inflation. We analyze why international markets and the Dow 30 are currently leading domestic tech, the impact of a weakening US Dollar, and the massive revisions expected in the labor market. From Bitcoin’s volatility to Intel’s government-backed future, we cover the trades you need to watch. We also wrap up the Super Bowl results and dive into the College Basketball and PGA seasons. © 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 did not hold positions in Intel, Applied Materials, or Uber.

    37 min

  4. FEB 4

    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

  5. 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

  6. 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

  7. 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

  8. 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
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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
    16
  • Rating
    Explicit
  • Copyright
    © 2026 Positively Sloped
  • Show Website
    Positively Sloped