The Weekly Rebalance

Landon Jones
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY

Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style. Whether you’re an experienced investor or just looking to stay informed, these conversations will help you make sense of today’s financial landscape.

  1. MAY 7

    The Private Credit Boom Explained | The Weekly Rebalance #33

    🚨 The market staged a massive reversal this week, with the S&P 500 hitting new all-time highs while concerns around private credit continue to grow. In this episode of The Weekly Rebalance, Nick and Ethan break down the surprising strength in earnings season, Disney’s consumer signals, the Fed’s historic 8-4 vote split, and why private credit may face its first real stress test. 📈💳We also discuss interval funds, liquidity risks, hidden default concerns, and whether the private credit boom is creating opportunities—or cracks beneath the surface.💬 Do you think private credit is the next major opportunity or an underpriced risk? Let us know in the comments.🔔 Subscribe to stay ahead of markets, investment strategy, and RIA tech trends.📲 Share this episode with another investor or advisor following today’s markets.#Revisor #WeeklyRebalance #PrivateCredit #RIATech #InvestmentStrategy #FinancialMarkets #MarketAnalysis #FederalReserve #SP500 #EarningsSeason #AlternativeInvestments #WealthManagement #CreditMarkets #PortfolioManagement #EconomicOutlook

    28 min

  2. APR 29

    Stocks Soar… But Consumers Struggle | The Weekly Rebalance #32

    Markets are hitting new highs—but beneath the surface, the economy is splitting in two 📉📈. In this episode, we break down the K-shaped economy, where wealthy consumers drive growth while others rely on buy now, pay later just to keep up.We cover strong earnings (80% beats), AI-driven growth, and why markets are ignoring geopolitical risks like $110 oil. Then we dig into the real story: rising consumer strain, BNPL trends (even for groceries), and what this means for future market stability.👉 Do you think consumer strength is real—or just masked by debt? Comment below.🔁 Share this with a colleague & follow for weekly market insights.#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #FinancialMarkets #InvestmentStrategy #MarketAnalysis #KShapedEconomy #BuyNowPayLater #Affirm #ConsumerSpending #StockMarket #EarningsSeason #MacroTrends

    43 min

  3. APR 27

    Why Cannabis Stocks Are So Cheap Right Now | The Weekly Rebalance #31

    Cannabis stocks look cheap—but the real reason might surprise you. 🌿📉 In this episode, we break down the massive tax burden (280E) that’s crushing profitability across the cannabis industry and why a potential shift from Schedule I to Schedule III could change everything. We also cover the broader market rebound, NASDAQ’s historic run, and why investors may be underestimating both opportunity and risk in cannabis equities. From rescheduling catalysts to competition from major players like pharma, this is a must-watch for anyone following emerging industries. 💬 Do you think cannabis stocks are undervalued—or a value trap? Comment below. 📲 Share this with a colleague or client who’s watching alternative asset trends. #Revisor #WeeklyRebalance #CannabisStocks #280E #RIATech #WealthManagementTech #InvestmentStrategy #MarketAnalysis #FinancialMarkets #AlternativeInvestments #EquityResearch #PortfolioStrategy #EmergingMarkets #Addepar #SingleIndexModel

    36 min

  4. APR 16

    Iran Shock Recovery in 32 Days | The Weekly Rebalance #30

    The market just erased a geopolitical shock in 32 days—and history says that’s not unusual. 📈In this episode, we break down the rapid recovery following the Iran conflict and why markets often rebound faster than investors expect. From S&P performance to VIX compression and energy sector reversals, we connect real-time data with historical precedents like 9/11 and the Gulf War.We also dig into inflation risks, Fed uncertainty, and why reacting emotionally to headlines can hurt portfolios. The key takeaway: markets tend to look forward—even when the news cycle doesn’t.💬 Do you think this rally is sustainable, or are markets getting ahead of reality?#Revisor #WeeklyRebalance #MarketAnalysis #InvestmentStrategy #FinancialMarkets #Geopolitics #StockMarket #Inflation #TheFed #EnergyStocks #Volatility #VIX #PortfolioManagement #RIATech #WealthManagementTech

    28 min

  5. APR 9

    OpenAI, SpaceX IPO Hype—Should You Buy Day One? | The Weekly Rebalance #29

    The surprising reality? Most IPO investors underperform—even when the biggest names hit the market. 📉This week, we break down rising market volatility driven by geopolitical tensions and what it means for investors right now. Then we dive into the 2026 IPO pipeline—OpenAI, SpaceX, Anthropic—and answer the key question: should you actually buy on day one?We unpack the data behind IPO performance, why retail investors often miss the real upside, and how lockups, hype cycles, and institutional pricing impact returns. Plus, a look at SPACs and private market opportunities.💬 Do you plan to buy any of these IPOs? Comment below.🔁 Share this with someone watching the IPO hype cycle.#Revisor #WeeklyRebalance #IPO #OpenAI #SpaceX #Anthropic #MarketVolatility #InvestmentStrategy #FinancialMarkets #MarketAnalysis #WealthManagement #RIATech #PrivateEquity #SPAC #Investing

    32 min

  6. APR 1

    Denny's, Jensen Huang, & NVIDIA: The Recipe for a Grand Slam! | The Weekly Rebalance #28

    Growth stocks just got a lot more interesting—and maybe a lot cheaper. 📉➡️📈 In this week’s Rebalance, we break down a volatile Q1 where the NASDAQ briefly entered correction territory, yet high-quality names like NVIDIA, Microsoft, Meta, and Amazon are now trading at surprisingly attractive valuations. We dive into what’s driving the selloff, why value and international held up better, and whether this is the moment to selectively re-enter mega-cap growth. Plus, we explore whether equal weight vs. market cap still makes sense in 2026. And yes… the NVIDIA origin story starts at Denny’s. 🍳💬 Do you think mega-cap tech is actually cheap here—or still risky? Comment below.🔁 Share with a colleague or post to LinkedIn if this helped your market view. #Revisor #WeeklyRebalance #RIATech #WealthManagementTech#MarketAnalysis #InvestmentStrategy #FinancialMarkets#NVIDIA #Microsoft #MegaCap #GrowthStocks #ValueInvesting#PortfolioStrategy #AssetAllocation #Equities

    30 min

  7. MAR 31

    Recession Coming? Buy THIS Instead | The Weekly Rebalance #27

    Recession-proof stocks might not be what you expect… 👀 In this episode, we break down why true luxury brands like Ferrari and Hermes can outperform during downturns—while “aspirational luxury” gets hit hard.We cover the latest market selloff, inflation pressures from oil, and then dive into a powerful framework: true vs premium vs aspirational luxury—and why it matters for portfolio construction. 📊Plus: historical data from the 2008 crisis and COVID, China demand impacts, and even a surprising “other side” recession play.💬 Do you agree—are luxury stocks actually defensive?📢 Share this with a colleague & drop your take below! #Investing #StockMarket #Finance #WealthBuilding #PortfolioStrategy

    36 min

  8. MAR 19

    Gold Isn’t Acting “Safe” | The Weekly Rebalance #26

    Gold is supposed to be the ultimate safe haven—so why hasn’t it acted like one? 🤔 In this episode, we break down the surprising behavior of gold and defense stocks during recent geopolitical tensions, and what it actually means for portfolios.We cover market volatility, international outperformance, and why defense stocks (historically strong post-conflict) are suddenly flat. Then we dive into gold’s fundamentals—central bank demand, de-dollarization, and why the long-term thesis may still be intact despite recent choppiness.We also explore a potential stagflation setup and what history (1970s) tells us about gold vs equities 📊💬 Do you think gold still deserves a place in portfolios at these levels?📢 If you found this helpful, share it with a colleague or post it on LinkedIn to keep the conversation going.#Revisor #WeeklyRebalance #Gold #DefenseStocks #MarketAnalysis #InvestmentStrategy #FinancialMarkets #MacroTrends #Stagflation #CentralBanks #DeDollarization #PortfolioStrategy #WealthManagement #RIATech #GlobalMarkets

    34 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style. Whether you’re an experienced investor or just looking to stay informed, these conversations will help you make sense of today’s financial landscape.

Information

  • Creator
    Landon Jones
  • Years Active
    2025 - 2026
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © Landon Jones
  • Show Website
    The Weekly Rebalance