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?

Is a recession on its way? And tariffs, tariffs, tariffs,read all about it! Jerry and Michael discuss the possibility of a recession and bear market. Then a discussion on tariffs: the long-term goal versus how they can impact small business now. Will tariffs end up being the tipping point for a recession?

David McCord, CMT® joins the show to discuss the current market action and his views of recent market and economic news. Jerry interviews Dan Russo of Potomac.

Dan Russo is a Portfolio Manager and Director of Research forPotomac. Dan has been in the securities industry for 22 years. He is a Charted Market Technician (CMT®), having earned the right to use that designation in 2012. He has experience with a wide range of institutional investors, working with them to perform fundamental, technical, and quantitative research tonavigate the market and generate actionable trading and investment ideas. At Potomac Fund Management, his primary roles include conducting technical and quantitative analysis, structuring portfolios of ETFs based on this analysis, and providing ongoing written research for the firm’s financial advisor client base.

Can the economy and the market turn around? Or is it toolate? Jerry and Michael discuss the current outlook on the economy and the markets, including how much anxiety is creeping into consumers and businesses.And, Jerry interviews one of his favorite guests, David Abramson of 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.

What is latest on this up and down market? Will the marketbecome a bear market? Will the economy go into recession; and if so, how severe. What is China’s trump card?

In addition, we interview Ed Clissold, the Chief U.S. Strategist for Ned Davis Research. Ed and Jerry discuss the philosophy of Ned Davis Research along with Ed’s outlook on the market and the economy. More about Ned Davis Research can be found at ndr.com.

Tariffs: short term pain versus long term gain? David McCord joins the show to discuss the impact of Trump’s tariffs and the trade war. Jerry and Michael discuss an alternate way to invest that aims to minimize the impact of big bear markets on a portfolio.

What in the wild, wild world of the markets is a going onhere? Jerry and Michael discuss recent market action and update Jerry’s view of a bear market. Plus, a special guest from Ned Davis Research (ndr.com). Veneta Dimitrova, Senior U.S. Economist, joins the show to discuss the impact oftariffs on different world economies, including the U.S.

What are the current megatrends? What areas could benefitfrom the trends?

Markets tend to be choppy in the short run – focused on hotnews items. But what are the megatrends that can affect the long run of the market and economy.

Jerry and Michael update their views on the current markets and economic news but also take a step back and look at megatrends.