The Common Sense Bull

Key Advisors
  • 5.0 (1)
  • Investing
  • Updated Biweekly

Active strategy, real conversations, and what's moving the markets. If your advisor goes quiet when the market gets loud, you're in the right place. The Common Sense Bull with Eddie Ghabour is a biweekly podcast hosted by the Co-founder & CEO of Key Advisors Wealth Management. Eddie talks about the markets, helps investors understand what matters and what to do. Educational content. Not individual investment advice. Key Advisors Wealth Management ("Key") offers wealth management services through Diversify Wealth Management ("Diversify"), an SEC registered investment adviser.

Episodes

  1. 6d ago

    Stock Market September 2026: Is the Worst Month Really a Warning? | Ryan Detrick

    September is, on average, the worst month of the year for stocks. So why isn't Ryan Detrick worried? Because nine of the ten worst Septembers on record came in years when the market was already down – and this one isn't. Eddie Ghabour is joined by Ryan Detrick, Chief Market Strategist at Carson Group, for a data-heavy look at what the rest of 2026 could hold. Ryan walks through why September depends on how you're doing going into it, why he thinks the Fed stays on pause into the midterms, where he sees the AI trade going from here, and the contrarian call that yields are still too low. Eddie lays out how the Key Advisors team is positioned into the fall — the broadening trade, software over semiconductors, healthcare, and adding to gold on the drop after the Fed chair's speech. This is educational market commentary, not individual investment advice. In this episode: Why Carson's team called no recession in 2023, when the consensus forecast was a down year The September stat: 9 of the 10 worst came in years already down, 7 of the 10 best in years already up The second quarter of a midterm year is historically the weakest of 16 quarters in a presidential cycle — and how this year broke the pattern Ryan's read on AI bubble fears, with hyperscaler capital spending near 2.8% of GDP Why software took the baton from semiconductors, and what bank stocks above 2007 levels signal Ryan’s contrarian call that the 10-year Treasury goes higher — and the level that changes the math Gold, copper, and why Ryan says to diversify your diversifier  Whether the Fed hikes in September, and why a hike the market expects but doesn't get is net dovish How Eddie is positioned into the fall, and why he'd treat a September selloff as an opportunity About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Watch the video version on YouTube: https://www.youtube.com/@KeyAdvisors  Connect with Key Advisors: keywealthmgmt.com  Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this podcast by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  2. Aug 20

    What If the Next Market Downturn Doesn't Bounce Back? | Darius Dale

    Investors have gotten used to V-shaped recoveries. What happens if the next downturn isn't one? Eddie Ghabour sits down with Darius Dale, founder and CEO of 42 Macro, for a conversation on risk management, the AI capex cycle, and why both of them think the buy-and-hold era is nearing its limits. Darius makes the case that the fast rebound is a feature of the last two decades rather than a rule, and that most investors today have never seen anything else. He walks through the data behind it: earnings expectations three years out that would require one of the fastest growth rates in three decades of data, a capex cycle with historical rhymes going back to the railroads, and the math on why the sequence of your returns matters more than the average. They also get into what his macro model is signaling right now, why he thinks the Fed may need to tighten to satisfy the bond market, and how both of them are approaching a correction if one arrives this fall. This is educational market commentary, not individual investment advice. In this episode: Darius's path from homeless shelters in St. Louis to Yale, and the advice he'd give parents before anything about markets Why most investors reach for risk management after the damage instead of before The capex bubble pattern behind the secular bear market case, from 19th-century railroads to the dot-com build-out What Wall Street expects the S&P 500 to earn three years out, and the growth rate it would take to get there Why two strategies with identical average returns can leave you with very different amounts of money The six macro cycles Darius tracks, and what his model reads today Why the bond market may be pushing the Fed toward tightening Why Eddie thinks the next real downturn could move faster than the last ones About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Watch the video version on YouTube: https://www.youtube.com/@KeyAdvisors  Connect with Key Advisors: keywealthmgmt.com  Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this podcast by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  3. Aug 6

    Is the Bull Market Over? Why We Don't Think So

    Some tech stocks are down 30 to 50%, the bond market just posted one of its biggest moves in 20 years, and the million dollar question is whether the bull market is over. The short answer, in our opinion, is absolutely not. In this episode of The Common Sense Bull, Eddie walks through the Fed risk he's watching into August and September, the earnings data underneath the selloff, and how Key Advisors moved defensive in June and is now rotating back toward offense for the back half of 2026. This is educational market commentary, not individual investment advice. In this episode: Why we think the Fed is still the number one risk heading into August and September What the biggest bond market move in 20 years is signaling about monetary policy Why Kevin Warsh may end up more dovish by year-end than the market currently expects The earnings data behind the case that this is a correction, not the start of a bear market Why the equal weight S&P hitting all-time highs signals more is going well than going poorly The rolling correction in technology, and why we favor software and cybersecurity over semiconductors The trillion-dollar CapEx financing question hanging over tech in 2027 What moved in the portfolio in June, and what the rotation from defense back to offense looks like The bottom line outlook for finishing 2026 About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Connect with Key Advisors: Website: keywealthmgmt.com  Subscribe to Key's YouTube channel: youtube.com/@KeyAdvisorsWealthMgmt Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  4. Jul 23

    Dan Ives on AI, Tech Stocks & the SpaceX IPO

    Is AI a bubble about to burst, or the third inning of a decade-long boom? In our first-ever guest episode of The Common Sense Bull, Eddie sits down with Dan Ives, one of the most recognized tech analysts on Wall Street. After calling a choppy summer and preparing for it, we've started buying back into tech, and this conversation maps where we feel the opportunities are and where the potential risk still sits. They get into the bubble debate and why Dan thinks the 1999–2000 comparison falls apart once you look at real use cases and earnings, the data-center build-out he calls the "hearts and lungs" of AI, the U.S.-China chip picture, the IPO pipeline — SpaceX, Anthropic, OpenAI — and Dan's odds on a Tesla-SpaceX merger. This is educational market commentary, not individual investment advice. In this episode: How we positioned for a choppy summer — and why we're buying back into tech now Dan Ives on the "third inning" of the AI revolution The bubble debate vs. 1999–2000 Data centers, CapEx and the use-case cycle Where Dan sees the risk The IPO pipeline as a market catalyst The Tesla-SpaceX merger question About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Connect with Key Advisors: Website: keywealthmgmt.com  Subscribe to Key's YouTube channel: youtube.com/@KeyAdvisorsWealthMgmt Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  5. Jul 9

    Why Falling Bond Yields Could Spark a 2026 Housing Surprise

    Is the market rotation a warning sign, or the setup for summer opportunity? Eddie Ghabour breaks down the rotation out of technology into economically sensitive sectors, what the long end of the bond curve is signaling about inflation and growth, why the Fed may be the biggest risk to markets this summer, and the contrarian housing call from January that may be starting to take shape. Plus, a look inside the process the team uses to make decisions. This is educational market commentary, not individual investment advice. The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Connect with Key Advisors: Website: keywealthmgmt.com  Subscribe to Key's YouTube channel: youtube.com/@KeyAdvisorsWealthMgmt Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  6. Jun 25

    Hawk or Dove? Eddie Ghabour Breaks Down Kevin Warsh's First Fed Meeting

    A new Fed chair just made his debut — and his commitment to 2% inflation caught markets off guard. Eddie Ghabour breaks down Kevin Warsh's first meeting, why the team hedged ahead of the event, how he's reading the path for rates, and the choppy summer he's preparing for. This is educational market commentary, not individual investment advice. The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Connect with Key Advisors: Website: keywealthmgmt.com  Subscribe to Key's YouTube channel: youtube.com/@KeyAdvisorsWealthMgmt Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  7. Jun 11

    Is a Summer Correction Coming? Eddie Ghabour's Market Outlook

    Is a stock market correction coming this summer? In the debut episode of The Common Sense Bull, Eddie Ghabour shares his market outlook after a strong run from the March lows and explains why he's watching for a choppy summer. Eddie, Co-founder & CEO of Key Advisors Wealth Management, walks through what's on his radar, including inflation and oil prices, a decelerating-growth picture, the Federal Reserve transition, and the 10-year Treasury, then lays out the active, tactical approach Key uses to manage risk and think about positioning for the rest of 2026. Along the way he makes the case for active management over a "ride it out" mindset: timing cycles, not timing the market. This is educational market commentary, not individual investment advice. The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets. Connect with Key Advisors: Website: keywealthmgmt.com  Subscribe to Key's YouTube channel: youtube.com/@KeyAdvisorsWealthMgmt Follow Eddie on X: x.com/commonsensebull  Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

  • 7 Episodes

About

Active strategy, real conversations, and what's moving the markets. If your advisor goes quiet when the market gets loud, you're in the right place. The Common Sense Bull with Eddie Ghabour is a biweekly podcast hosted by the Co-founder & CEO of Key Advisors Wealth Management. Eddie talks about the markets, helps investors understand what matters and what to do. Educational content. Not individual investment advice. Key Advisors Wealth Management ("Key") offers wealth management services through Diversify Wealth Management ("Diversify"), an SEC registered investment adviser.

Information

  • Creator
    Key Advisors
  • Years Active
    2026
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © Key Advisors
  • Show Website
    The Common Sense Bull