Podcast
GatePass Capital Market Monday
Hosted by GatePass Capital · EN
Stock Market Update for the upcoming week.
16episodes
Episodes
Newest firstAll episodes
S&P 500 Nine-Week Win Streak & The Bull vs. Bear Case Heading Into June 2026
4d ago00:06:02Tap to summarizeIn this Market Monday: The S&P 500 closed May up 5% and just logged its ninth consecutive winning week — the first since 2023. Earnings came in at 29% year-over-year growth, blowing past the 13% expectation. But with CPI above 4%, oil over $100, and the American consumer increasingly K-shaped, the bull and bear cases are both compelling. Here's where things stand heading into June.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Why Bond Yields Are Surging in 2026 And What It Means for Your Portfolio
1w ago00:07:44Tap to summarizeIn this Market Monday: The 10-year Treasury yield has jumped from 3.94% to 4.6% and bonds are negative on the year while stocks are up over 9%. With the Strait of Hormuz still shut and oil above $100 a barrel, we break down why yields are rising, what it means for the traditional 60/40 portfolio, and how to think about your portfolio in an inflationary regime.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Inflation Is Back and Accelerating
3w ago00:06:48Tap to summarizeIn this Market Monday: April CPI came in hot — 0.64% for the month, 3.8% year-over-year, and accelerating. Gas is up 28% in two months, groceries are surging, and the bond market is already repricing reality. Here's what it means for investors and what the Fed might do next.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →S&P 500 Hits All-Time High: How Earnings Are Driving the Market
4w ago00:06:35Tap to summarizeThe S&P 500 is up 8% after being down 7% in March. We break down why earnings, AI capex, and inflation are shaping the market right now.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Powell’s Final Fed Meeting, April’s Stock Rally, and Should Investors "Sell in May and Go Away"?
May 400:07:12Tap to summarizeIn this GatePass Market Monday: Jerome Powell held rates steady in his final Fed meeting as Chair, April delivered a historic S&P 500 rally, and investors are again hearing “Sell in May and go away.” Here’s what long-term investors should know.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Market Momentum Is Back: Why New All-Time Highs in the S&P 500 Are Often Not a Warning Sign
Apr 2700:05:44Tap to summarizeIn this GatePass Market Monday: A historic S&P 500 rally has investors asking what’s next. Explore what market momentum, all-time highs, and why time in the market still matters more than timing it.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Stocks Hit New Highs as Volatility Fuels a Historic Rebound
Apr 2000:06:37Tap to summarizeStocks are back at all-time highs after one of the strongest 10-day rallies in decades. In this GatePass Market Monday, we break down what’s driving the rebound, why sentiment still looks weak, and what long-term investors should focus on now.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →What an Iran Ceasefire Could Mean for Oil, Inflation and Stocks
Apr 1300:06:06Tap to summarizeIn this week’s GatePass Market Monday, we break down the U.S.-Iran ceasefire, oil prices, the Strait of Hormuz, inflation, Fed policy, and what it all means for stocks, bonds, and the market outlook.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Skip navigation Search Create Avatar image What an Iran Ceasefire Could Mean for Oil, Inflation and Stocks
Apr 1300:06:06Tap to summarizeIn this week’s GatePass Market Monday, we break down the U.S.-Iran ceasefire, oil prices, the Strait of Hormuz, inflation, Fed policy, and what it all means for stocks, bonds, and the market outlook.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
Transcribe →Market Volatility, Oil Shock, and Why Diversification Matters Now
Apr 600:07:42Tap to summarizen this week’s GatePass Market Monday, we break down the worst quarter for the S&P 500 since 2022, the outsized impact of the Magnificent 7, rising oil prices, Fed policy, and what investors should watch next.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.
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