Episodios

  • Interview with David Abramson of Alpine Macro. Plus, is the U.S. Debt a Crises Averted or Crises Coming?

    Interview with David Abramson of Alpine Macro. Plus, is the U.S. Debt a Crises Averted or Crises Coming?
    Jul 7 2025

    Jerry interviews one of his favorite guests, David Abramsonof Alpine Macro. David is the Chief U.S. Strategist & Director of Research for Alpine Macro. Jerry and David discuss the impact of tariffs, impact of a possible conflict between China and Taiwan, David’s outlook for gold and oil, along with how Trump’s administration is different this time around. More about Alpine Macro can be found at AlpineMacro.com.

    Then Jerry and Michael discuss the outlook of the U.S. debt.How might a sovereign wealth fund impact the debt?
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    52 m
  • Middle East conflict continues – how is the market reacting?

    Middle East conflict continues – how is the market reacting?
    Jun 23 2025

    Jerry and Michael discuss how the markets and economy are reacting to the current state of the Israel/Iran conflict. Along with an update to the markets and economy, Jerry and Michael talk about how Cornerstone Financial utilizes dynamic asset allocations for their clients.

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    52 m
  • What impact will the Israel/Iran war have on the economy, markets & oil?

    What impact will the Israel/Iran war have on the economy, markets & oil?
    Jun 15 2025

    Jerry and Michael discuss the possible impact of the Israel/Iran war. Plus weighing the evidence to determine this market is in a renewed bull or a double top.
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    52 m
  • The U.S. Federal Debt – Crises Averted or Coming?

    The U.S. Federal Debt – Crises Averted or Coming?
    Jun 10 2025

    The U.S. Federal Debt – Crises Averted or Coming?

    Jerry and Michael discuss the outlook of the U.S. debt. How might a sovereign wealth fund impact the debt? The show starts with our update on the markets and the economy.
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    52 m
  • The U.S. Federal Debt – Crises Averted or Coming?

    The U.S. Federal Debt – Crises Averted or Coming?
    Jun 2 2025

    The U.S. Federal Debt – Crises Averted or Coming?

    Jerry and Michael discuss the outlook of the U.S. debt. How might a sovereign wealth fund impact the debt? The show starts with our update on the markets and the economy.
    Más Menos
    52 m
  • Moody’s downgrade – what is the latest on the U.S. debt picture? What about gold?

    Moody’s downgrade – what is the latest on the U.S. debt picture? What about gold?
    May 28 2025

    Moody’s downgrade – what is the latest on the U.S. debtpicture? What about gold?

    Jerry and Michael discuss the current landscape of U.S. debt picture. What are the possible future outcomes of this debt? An update of the markets and economy is followed up with a discussion on gold as a possible core holding in a portfolio.
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    52 m
  • Has commercial real state bottomed out? What to make of the stock market so far this year?

    Has commercial real state bottomed out? What to make of the stock market so far this year?
    May 19 2025

    What to make of the stock market so far this year? Hascommercial real estate bottomed out? Jerry and Michael discuss the ups and downs of the stock market so far in 2025 and where it currently stands. In addition, they take a look at where oil and commercial real estate are in their typical cycles. Could this be a buy low opportunity?
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    52 m