CEO/CIO Chris Wallis reflects on the Feds willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.

CEO/CIO Chris Wallis examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.

CEO/CIO Chris Wallis joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.

CEO/CIO Chris Wallis reviews the bear market and all time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.

CEO/CIO Chris Wallis discusses the markets early January pullback, key issues for 2024, and how realistic is 2% inflation.

CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.

CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.

Test podcast

CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict

CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.