Bull, Bear, & Brief

Transce3nd, LLC
  • 5.0 (7)
  • Investing

Bull, Bear, & Brief: Your weekly dose of market reality. We skip the speculation and stick to the facts, delivering skeptical, research-driven analysis of the week’s biggest financial moves. 

  1. 3d ago

    The Yen Carry Trade & the Risk Hiding in Global Markets

    This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma break down another busy week across the markets, from stubborn inflation and shifting interest rate expectations to rising Treasury yields, oil prices, consumer spending, and the start of September. They also take a closer look at the U.S.-Canada trade relationship and discuss how tariffs and other outside pressures could continue to influence inflation and the broader economy. With markets relatively flat for the week, Joe and Arpit look at what could shape the weeks ahead, including the Federal Reserve, bond yields, oil, gold, Bitcoin, and consumer strength. Then, they turn to this week’s special topic: the Japanese yen carry trade. Arpit breaks down how investors have historically borrowed money in Japan at extremely low interest rates and invested it in higher-yielding assets elsewhere, including U.S. Treasuries. They discuss why changes in the yen could have implications far beyond Japan and what an unwinding of this long-running trade could mean for global bond and equity markets. In this episode: • Persistent inflation and the possibility of higher interest rates • U.S.-Canada trade tensions and tariffs • Why September has historically been a challenging month for markets • Rising Treasury yields and what Joe and Arpit are watching • Oil, the Strategic Petroleum Reserve, and Venezuela • Bitcoin’s August rally and historically low volatility expectations • Consumer spending, GDP growth, and gold • How the Japanese yen carry trade works • Why investors have borrowed yen to invest in U.S. assets • How a weakening yen connects Japan and U.S. Treasury markets • Why an unwinding of the carry trade could create broader market risk • Growing debt levels across major global economies Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping the financial world. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  2. Aug 26

    Leverage, Inflation & a Market Under Pressure

    It’s a big week for Bull, Bear, & Brief, with a special guest interview and a brand-new weekly market breakdown. This week, Joe Quartucci and Arpit Sharma unpack two eventful weeks across global markets, including rising bond yields, persistent inflation pressures, higher oil prices, signs of strain on the consumer, and a dramatic example of what can happen when leverage takes over a market. They also revisit their recent conversation with Steve Blumenthal, sharing additional thoughts on debt markets, interest rate dynamics, and some of the biggest takeaways from the special episode.  In this episode: • Takeaways from the Steve Blumenthal interview  • What rising bond yields may be signaling  • Debt, inflation, and the outlook for interest rates  • Signs of pressure on consumers and retail  • Rising oil prices and their impact across the economy  • Moderna’s latest move and the risks surrounding biotech  • How AI transformed South Korea’s stock market  • The rise of leverage and retail investing in Korea  • Why forced selling can accelerate market declines  • What South Korea’s experience could signal for other markets  • What Joe and Arpit are watching in the week ahead Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. And if you missed our special conversation with Steve Blumenthal, catch the bonus episode wherever you listen to Bull, Bear, & Brief. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  3. Aug 24

    Navigating Market Cycles with Steve Blumenthal

    This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma are joined by Steve Blumenthal, founder and CEO of CMG Capital Management Group, author of Navigating Stock Market Cycles, and a longtime voice in investment research and portfolio strategy. Drawing on more than four decades in the industry, Steve shares his perspective on where we may be in the current market and debt cycles, why interest rates remain one of the most important forces shaping asset prices, and what today's elevated valuations could mean for long-term investors. The conversation also explores government debt and inflation, liquidity in the financial system, the continued growth of artificial intelligence, and the circular financing taking place among some of today's largest technology companies. Steve, Joe, and Arpit also discuss how investors can think about diversification, risk, and opportunity as market conditions continue to evolve. In this episode: • Where we may be in the long-term debt cycle • What current market valuations could signal about future returns • Why interest rates matter across nearly every asset class • Government debt, inflation, and liquidity • The role of investor psychology during market cycles • AI growth and circular financing among technology companies • What could eventually slow the AI infrastructure boom • Diversification and navigating periods of market uncertainty Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. [Appropriate Securities and/or Advisory Disclosures] Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. The views and opinions expressed in this podcast episode are those of the guest speaker and do not necessarily reflect the official policy or position of e3 Wealth or Madison Avenue Securities, LLC. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  4. Aug 10

    Markets, Earnings, and the AI Boom

    Markets returned from a two-week break with renewed momentum, as major indexes climbed to record highs and another strong earnings season gave investors plenty to watch. This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma break down the latest market performance, discuss why weaker jobs data helped fuel the recent rally, and explore what changing interest rate expectations could mean for gold, small caps, real estate, and the broader market. The conversation then turns to corporate earnings and the continued influence of artificial intelligence. Joe and Arpit examine what investors should look beyond when evaluating headline earnings numbers, why capital expenditures have become such an important part of the AI story, and whether today's level of spending can continue to support market growth. In this episode: • Why weaker jobs data helped push markets higher • What changing rate expectations could mean for gold and small caps • The continued broadening of the AI investment theme • Why higher interest rates remain a challenge for real estate • What earnings can tell investors about the health of the market • Why capital expenditures matter in the AI boom • How concentrated earnings growth has become among major tech companies • What investors should watch as the current bull market continues Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  5. Jul 27

    Markets, Volatility, and Tax Strategy

    Markets faced renewed volatility over the past two weeks as geopolitical tensions, rising oil prices, and earnings season created new uncertainty for investors. This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma recap recent market performance, discuss how developments in the Middle East are influencing energy prices and investor sentiment, and examine what higher capital spending could mean for some of the biggest names in technology. The conversation then shifts to one of the most overlooked opportunities during market volatility: tax strategy. Joe and Arpit explain how tax-loss harvesting, Roth conversions, and portfolio rebalancing can help investors think beyond short-term market movements and position themselves for the future. In this episode: A recap of the past two weeks in the marketsThe impact of geopolitical tensions on oil pricesWhy volatility has returned to the technology sectorAI competition and what it means for major tech companiesHow rising capital expenditures are affecting valuationsTax-loss harvesting during market pullbacksRoth conversions and long-term tax planningWhat investors should be watching in the weeks aheadBull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  6. Jul 13

    Housing, Interest Rates, and the American Dream

    Markets continued their climb this week, but rising interest rates, renewed geopolitical tensions, and housing affordability remained front and center. This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma recap another positive week for the major indexes, discuss the latest developments in the Middle East and their impact on oil prices, and explain why rising Treasury yields continue to be one of the most important indicators for investors. The conversation then turns to housing, where a new bipartisan bill aims to improve affordability by increasing supply, limiting large institutional purchases of single-family homes, and streamlining new construction. Joe and Arpit break down what the legislation could mean for homebuyers, real estate investors, and the next generation hoping to achieve homeownership. In this episode: A recap of the week's market performanceThe latest developments in the Middle East and oil marketsWhy Treasury yields continue to matter for investorsThe relationship between interest rates and housing affordabilityA breakdown of the new bipartisan housing billHow the legislation could impact homebuyers and real estate investorsRenting versus buying in today's marketWhat investors should be watching in the weeks aheadBull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  7. Jul 7

    Markets Rally, AI Evolves, and the Rules Change

    Markets continued their strong run during the shortened Fourth of July trading week, but beneath the surface, leadership may be starting to shift. This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma break down another positive week for the major indexes, discuss why semiconductors and technology stocks showed signs of slowing, and explore where they see opportunities as investors look beyond mega-cap tech. The conversation then turns to one of the week's biggest developments: the possibility of the U.S. government taking ownership stakes in companies like OpenAI and Intel. They discuss the historical precedent, the potential impact on markets, and what greater government involvement in private companies could mean for investors going forward. In this episode: • A recap of the Fourth of July trading week and second-quarter performance • Why technology and semiconductor stocks lost momentum • The outlook for value stocks, financials, and smaller companies • What Samsung's earnings may signal for the broader tech sector • The debate over government ownership in companies like OpenAI and Intel • Historical examples of government intervention during past crises • The potential risks and benefits of government investment in private companies • What investors should be watching in the weeks ahead Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

  8. Jun 30

    Tech Pulls Back, Small Caps Rally & Where Markets Go Next

    Technology stocks finally took a breather after weeks of leading the market, while small caps continued to gain momentum. This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma discuss the recent shift in market leadership, what may be driving investors toward smaller companies, and whether the second half of the year could bring new opportunities beyond big tech. The conversation also covers the latest moves in commodities, AI driven growth, healthcare, financials, and the sectors they believe are worth watching as market conditions continue to evolve. In this episode: • Why technology stocks pulled back after a strong run • Small caps and the potential for broader market leadership • What falling commodity prices could signal for inflation • Why Micron stood out despite weakness in technology • The outlook for energy, healthcare, and financials • How AI continues to shape investment opportunities • What market rotation could mean for investors • Sectors to watch during the second half of the year Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future. 🎧 Subscribe to Bull, Bear, & Brief on your favorite platform 📱 Follow us for weekly insights and clips LinkedIn: https://www.linkedin.com/company/e3-wealth/Instagram: https://www.instagram.com/e3wealth/Facebook: https://www.facebook.com/e3wealthHQ/🌐 Learn more or connect with our team: https://e3wealth.com/contact-us/ Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transce3nd, LLC (Te3) a registered investment advisor. e3 Wealth, LLC, MAS and Te3 are not affiliated entities.

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5
out of 5
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About

Bull, Bear, & Brief: Your weekly dose of market reality. We skip the speculation and stick to the facts, delivering skeptical, research-driven analysis of the week’s biggest financial moves. 

Information

  • Creator
    Transce3nd, LLC
  • Years Active
    2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © 2026 Bull, Bear, & Brief
  • Show Website
    Bull, Bear, & Brief

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