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Once a quarter we sit down and take a look at what’s really happening in the financial markets. This week, we are talking about the K‑shaped economy—a split reality where the top arm of the “K” is doing great, powered by high-income households, asset owners, and fast‑growing technology, while the bottom arm is slipping under the pressure of high borrowing costs, stubborn inflation, and high gasoline prices.

We are breaking down our views on stocks, bonds and crypto and reminding you that now is a great time to sit down with your financial advisor!

Legal Disclaimer:

This podcast is for informational and educational purposes only and should not be considered financial, investment, tax, or legal advice. The views and opinions expressed are those of the hosts and are based on information believed to be reliable at the time of recording, but no representation or warranty is made as to their accuracy or completeness.
Any references to markets, prices, or economic conditions are subject to change and may be influenced by a variety of factors, including unforeseen geopolitical or market
developments. Any forward-looking statements are speculative and should not be relied upon as guarantees of future performance.