Game Stopped?
In this week’s podcast, Andy is joined by his son Jake, a quantitative analyst with the Milwaukee Company. Andy and Jake explain the GameStop short squeeze, and the impact new…
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The Prospects of Reinflation
In today’s podcast Andy and Mike Willms discuss the prospects for inflation and “reflation” in 2021, and recent buzz surrounding the so-called “reflation trade”.
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The State of the Fixed Income Market
In this week’s podcast, Andy talks with Dan Dumjic, a Principal in Taxable Fixed Income at Piper Sandler & Co. Dan and Andy discuss the current outlook for the fixed…
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Is There Still a Value Advantage?
In this week’s podcast, Andrew Willms and Jim Picerno discuss value investing, why its had a long stretch of under-performance, and the likelihood of it making a comeback. This week…
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Soaring to New Heights
In this week’s Market Commentators podcast, the group discuss how markets are rising to new highs in more ways than one. From the Dow Jones to Bitcoin, valuations are continuing…
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