
March 3, 2025
Alexis made a compelling case against panic while tariffs tanked stocks. Interview starts at minute 24:12.

January 22, 2025
Alexis talked Trump, AI, small caps and more... The link is to the full show, Alexis's interview begins at minute 49:40.

January 22, 2025
Panel discussion with Morningstar's Erin Lash and host Nicole Petallides talking PG and more.


January 10, 2025
Jason discussed Practical Tactical investing within the context of current trends and outlook.

January 3, 2025
Jason shared our "cautiously optimistic" outlook for stocks in his first interview of 2025.

December 6, 2024
Alexis discussed ULTA after its strong earnings report and how we are positioned headed into the holiday season.

October 21, 2024
Jason makes the case for short term Treasury bills over CDs given the current rate environment in the article by Will Edwards.

October 1, 2024
Discussion centered around technology stocks along with our latest practical tactical thoughts and actions as markets struggled with news of a port stike and escalating Middle East conflict.

September 27, 2024
Jason discussed our strategy for investing through the coming Presidential election.

September 5, 2024
Discussion on investing in big tech, mid caps and equal weights in a slow growth environment.

September 3, 2024
September is a seasonally weak month for the stock market. Jason discussed seasonality with Allen Root in this article.

September 3, 2024
Jason discussed September seasonality ahead of the Fed decision with Chibuike Oguh.


March 11, 2024
Hear our latest thoughts and actions in this fun Market Call with Chuck Jaffe.


January 12, 2023
Fun interview after a tough year focused on our practial, tactial perspective on the road ahead.


June 21, 2022
A good discussion of our actions in bear markets as we seek to add value through full market cycles.


December 14, 2021
Practical tactical investing is the pursuit of more consistent and stronger performance through full market cycles by varying exposure to different asset classes and seeking to capitalize on relative performance trends. Markets are cyclical but trend following can be tricky - one way we add value is by avoiding over-reacting to normal mean reverting activity.


July 6, 2021
Chuck Jaffe has an entertaining way of bringing out different perspectives. Hear how our practical tactical approach is guiding us through current market themes.

April 10, 2021
This presentation on ETFs and asset allocation in a low yield world to the Silicon Valley chapter of AAII is relatively lengthy, but covers a lot of ground.

February 1, 2021
Addressed inflation concerns and provided a few companies that we believe will thrive in an environment of rising prices and global economic expansion in the feature article, Shrewd Investors: Inflation Fighters, set to publish in the February 2021 issue of the magazine.


December 29, 2020
Recapped lessons from 2020 and discussed how we're setting up for the year ahead.

December 28, 2020
Discussed how stock market valuations may be justified despite the potential for a correction and the apparent disconnect between stock market gains and economic pain. The interview starts at minute 16:36.

November 19, 2020
In his first post-election interview on Bloomberg, Jason discussed factors impacting market and expectations for both stocks and bond. The interview starts third minute of the show.

September 1, 2020
After enjoying the best August since the 1980s, hear why we are taking some profits without betting against the market.


June 1, 2020
Listen to a fun conversation with Money Life's Chuck Jaffe on our tactical approach to investing through the pandemic and our participation in the recovery.

May 1, 2020
Enjoyed getting back on Bloomberg News to discuss markets, index funds, pockets of strength and areas to avoid as we work through this phase of the recovery. The interview starts at minute 47:25.

March 23, 2020
As the market etched a historical bottom, this lengthy interview addressed a range of topics, including why we believed Congress would pass a stimulus bill and how much of the negative news we expected was already priced into markets.

February 21, 2020
With bond yields testing historic lows, fear is percolating. Catch our outlook at minute 51:40 of the Bloomberg TV interview linked to the picture to the left.

February 17, 2020
Bloomberg article featuring Jason's reaction to Apple's announcement that the Coronavirus would cause a revenue shortfall.

February 2, 2020
See Jason's quote at the end of the Bloomberg article. We are not expecting a much steeper decline at this time.

January 17, 2020
Hear Scarlet Fu, Romaine Bostick, and Jason discuss our current strategy, recent portfolio changes and outlook for stocks and bonds starting at minute 50:14.

January 3, 2020
Quoted in a recent Bloomberg article stating that we raised cash, but remain optimistic.

December 21, 2019
Check out Jason's interview on Bloomberg TV with hosts Scarlet Fu and Joe Weisenthal starting at minute 47:53. He discusses why it may be time to lighten up into year-end as we approach the end of a banner year for stocks.

November 26, 2019
See Jason's interview on Bloomberg TV with hosts Scarlet Fu and Romaine Bostick starting at minute 55:30 to hear why he continues to believe the market can go higher, a few thoughts on health care and retail, and some insights regarding market cycles.


November 13, 2019
A great podcast interview with host Chuck Jaffe where Jason explains our investment methodology and current view on stocks, bonds, reits, gold, and commodities.

October 29, 2019
Jason's appearance on Bloomberg with Scarlet Fu and Caroline Hyde starts at minute 53 about broadening leadership and why the rally should continue despite impeachment and other concerns - and the proximity to all-time highs.

September 24, 2019
Jason spoke with Scarlet Fu and Caroline Hyde about the recent spike in investor pessimism after only a modest pullback and why he felt it was too early to count this market out.

August 30, 2019
Jason's appearance with hosts Scarlet Fu and Romaine Bostick. August has been volatile and uncertainty remains, but the market is resilient and Jason explains why he thinks we go higher.

August 14, 2019
Read article "Yield Curve Drama No Reason to Lose Your Mind, Stock Pickers Say" by Elena Popina, Sarah Ponczek, and Lu Wang where Jason is quoted on his strategy within the pullback.

June 30, 2019
Read Jason's quote in Bloomberg article "Nasdaq Bulls Are King for a Day as Futures Rally on Trade Truce" by Vildana Hajric and Elena Popina by clicking the image to the left.


June 7, 2019
Listen to a fun interview on Chuck Jaffe's podcast Money Life covering our perspective on markets, ETFs and mutual funds.
