Tuesday - January 21, 2025

Today's Post - https://bahnsen.co/4yXvACK David Bahnsen reviews a volatile news weekend and announces The Bahnsen Group’s new Santa Barbara office. Markets were mixed (Dow flat, S&P up 0.4%, Nasdaq up ~1%) amid unusual breadth and rotation dynamics, while AI-related “pick-and-sho ...  Show more

Today's Post - https://bahnsen.co/47k5xcW David Bahnsen recaps The Bahnsen Group’s annual “money manager week,” describing its history since 2006 and explaining how he, Brian Szytel, and Kenny Molina held nearly 30 meetings and later debriefed with their investment committee. He ...  Show more

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ...  Show more

Stock market update for March 21, 2025.

As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about ...

Stock market update for August 13, 2024.