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.

Episodes

  1. DEC 17

    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

  2. DEC 3

    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

  3. NOV 19

    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

  4. NOV 12

    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

  5. NOV 5

    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

  6. OCT 22

    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

  7. OCT 8

    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

  8. SEP 17

    5. Oracle’s Surge, Fed Cut Buzz, NVIDIA Tensions & Soda Wars Revived

    This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fire from China — could the AI king finally be losing its crown? And we’re putting Pepsi and Coke in the ring to see which stock has more fizz. Plus, our Retail Investor Spotlight brings fresh insights from two of Kingsview Partners’ Wealth Managers.  © 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, Walmart, Nvidia, Oracle & Microsoft, and did not hold positions in Coca Cola, Pepsi, Google, Amazon, Lulu, Ulta, Kroger & Starbucks.

    42 min

  9. SEP 10

    4. The Bears Can't Be Saved, But Can The US Economy?

    Bears meltdown, Packers hype, and shocking Week 1 NFL takeaways — plus why the Fed’s next move could shake markets. Scott and Jake break down the latest jobs data, inflation trends, and what it means for stocks like Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), and Alphabet (GOOGL). We cover streaming wars, consumer debt, and portfolio strategy in a volatile economy. Whether you’re here for football hot takes or market‑moving insights, this episode delivers both. © 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 NVIDIA and Microsoft, and did not hold positions in Apple or Google.

    42 min

  10. AUG 27

    3. The Fed is Poised to Cut, Tech Stocks in Question, and our NFL Preview

    On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we dive into this week's Retail Investor Trend. The guys wrap up with Fade or Trade and a new segment, One Number to Watch.  © 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 NVIDIA, Microsoft, and Amazon, and did not hold positions in Strategy, Palantir, Applovin, Apple, or Google.

    1h 3m

  11. AUG 13

    2. To Cut or Not to Cut, Earnings Wrap-Up & More | Positively Sloped

    We are back in studio to discuss the fallout over job revisions from the BLS, and President Trump's new nominations at the BLS and Federal Reserve. Nvidia remains in the headline after their deals with the administration and China. To cut or not to cut, that is the very contentious question. The WNBA has a problem, or do they?  You can find new episodes of Positively Sloped every other Wednesday on Apple Podcasts, Spotify, and anywhere you get your podcasts.  © 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 NVIDIA, Amazon, Microsoft, Walmart, Target and Costco and did not hold positions in Apple, Meta, Google or Disney.

    39 min

  12. AUG 1

    1. Blowout Tech Earnings, the Fed & More | Positively Sloped

    Join Scott Martin and Jake Bauer on the very first episode of Positively Sloped. From stocks, to sports, music, and everything in between. Tune in every other Tuesday to get some hot takes and deep dives in some of biggest topics in the headlines.  © 2025  Kingsview Wealth Management  Important Disclosures: Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). 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. Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non-KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee. This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser,  tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed. The commentary presents the views of KWM that is believed to be accurate as of the date of publication. The views of KWM may change, and KWM disclaims any obligation to advise investors of such changes. Certain information was obtained from sources that KWM believes to be reliable; however, KWM does not guarantee the accuracy or completeness of any information obtained from any third party.

    35 min
  • 12 Episodes

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
    2K
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2025 Positively Sloped
  • Show Website
    Positively Sloped

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