The W.I.P.

Walter
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The W.I.P. cracks into the week’s must know investment news. Hosted by Walter, new episodes are available every Friday.

  1. Market Halftime

    قبل يوم واحد

    Market Halftime

    The two companies with the world’s most used AI models are going public. Why is now the time for them to raise money? The May Jobs report has been released. What trend was established? Finally, we are halfway through a volatile year. How will the second half of 2026 look for financial markets?

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  2. Trust Basics

    ٢٩ مايو

    Trust Basics

    The Fed’s preferred gauge showed inflation was higher last month. Why is refocus toward inflation complicated? The heads of America’s biggest banks see a remarkably strong US economy and consumer. Where do they see risks? Finally, Trusts are a great way to accomplish estate planning goals. What are some basics worth knowing?

    ٦ د
  3. Green Shoots

    ١٥ مايو

    Green Shoots

    Kevin Warsh is now the new chairman of the Federal Reserve. Why is the new chair in a tough spot? Crypto got a bump this week. What digital assets are back in the news? Finally, April’s jobs report was better than expected. Where are the economic green shoots?

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  4. The Q&A Episode

    ٨ مايو

    The Q&A Episode

    This week we drop another Q&A episode with my colleague, Mario Bernardi. In our conversation, Mario and I answer questions regarding What to Buy Right Now, The SpaceX IPO, and Managing Awards & Options.

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  5. Inflation Impact

    ١ مايو

    Inflation Impact

    The biggest companies in AI are increasing their investment. How did investors react? Economic growth picked up last quarter. Why is the devil in the details? Finally, The Fed’s favorite inflation gauge ticked higher last month. What impact is inflation having on The Fed?

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  6. Confirmation Hold-Up

    ٢٤ أبريل

    Confirmation Hold-Up

    Apple announced a change in leadership. Who is taking over as CEO? Software and Chipmaker stocks are back in the news. What driving the volatility? Finally, the race to replace Jerome Powell as Fed Chair is ON. Why is the confirmation process far from certain?

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  7. Banking Profits

    ١٧ أبريل

    Banking Profits

    The US stock market’s return to record-breaking territory has some investors scratching their heads. How does this recovery compare to past rallies? Meme stocks are back in the news. Where is the craze happening now? Finally, first quarter earnings are being released. Why are banks the big winners so far?

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  8. Delayed Pricing

    ١٠ أبريل

    Delayed Pricing

    The ups and downs in financial markets continued this week. How focused are investors on geopolitical headlines? Rotation is happening in the stock market. Why is another reversal on the cards? Finally, at long last the Federal Reserve’s preferred inflation gauge was released. Where were prices headed prior to the war in Iran?

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The W.I.P. cracks into the week’s must know investment news. Hosted by Walter, new episodes are available every Friday.

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    Walter
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    The W.I.P.