Mag 7 Market Shift
The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity ...
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Actualités
KWM Market Minute
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Strong Earnings, Fed Messaging, and Diversification
Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a Plan B; turning to industrials to stay in the growth story while adding...
Market Success Creates New Challenges
Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.
Market Rotation and Fed Decisions
Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.
AI Optimism and Consumer Opportunity
Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opportunities in the Consumer Discretionary and Staples sectors.
Shot Clock is Ticking
Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.
Getting Long Bonds
Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.
Chips & Dips: The Semiconductor Trade
Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that often follow these winning streaks. He also shares his view on the situa...
The "Two-Speed" Market
Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.
Last Week’s Rally: Too Far, Too Fast?
Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.
Low End Territory
Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate earnings.
Still in this Binary Market
Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.
Navigating Volatility
Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.
Oil Futures and Midterm Elections
Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency to end conflict.
Fate of the Market Hinges on Oil
Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.
Front‑Page Risk vs. Bottom‑Line Risk
Jason discusses how geopolitical conflicts are impacting markets and whether the recent selloff is temporary.
Economic Fog is Thickening
Jason shares his thoughts on the global tariff ruling and near term volatility. He also discusses why he is long cybersecurity.
Market Reset
After a rocky week, Jason touches on why the markets were due for a reset and the importance of diversification. He also discusses how the everyday consumer is about to take the driver’s seat.
One Uncertainty Down, Two to Go
Jason discusses what is standing in between where we are and the S&P reaching 7700.
The Intersection of Real Estate and Equity Markets with Ryan Serhant and Jason Katz
This episode features Ryan Serhant—Founder and CEO of SERHANT, a globally recognized real estate brokerage. Ryan shared his insights on the current NYC real estate market, while Jason provided his perspective on the broa...