Mar 6, 2026
TRANSCRIPT Chapter 1: Introduction – Global conflict and market resilience 0:00 going. Hello everybody. Welcome to another week of the sense of things. We have a lot 0:08 8 seconds to talk about today. Since Ron and I went to bed on Thursday and put that last...
Feb 27, 2026
This week on Cents of Things, Jeff Kikel and Ron Lang cover: • Where global wealth is actually concentrated (top 20% vs. top 1%) • Why AI stocks may just be taking a breather • U.S. states that are larger than entire countries • The Supreme Court tariff ruling — what...
Feb 24, 2026
TRANSCRIPT Chapter 1: Welcome & What’s on Deck This Week (Earnings + Economic Data) 0:00 Good morning everyone. Welcome to another episode of the sense of things for this week. We’re right in the middle 0:07 7 seconds of February and working our way...
Feb 12, 2026
TRANSCRIPT In Episode 135 of Cents of Things, Jeff Kikel and Ron Lang break down a wide range of economic and market signals — from AI productivity gains to employment strength and a surprising inflation tool that may be telling a different story than the official CPI...
Feb 9, 2026
TRANSCRIPT In this episode of Cents of Things, Jeff Kikel and Ron Lang dig into the real numbers behind business survival, earnings strength, and key economic signals that markets are reacting to right now. 📊 Ron walks through: Business survival rates from year one...
Jan 30, 2026
TRANSCRIPT Episode Introduction 0:02 Hello everybody. Welcome to another 0:04 episode of the sense of things with Ron 0:07 and Jeff. On today’s show, Ron’s gonna 0:10 take us into the week in history once 0:12 again. He’s also got some stuff on 0:14...
Jan 23, 2026
TRANSCRIPT Episode Introduction & Market Overview 0:00 COT 132 === 0:01 Jeff Kikel: [00:00:00] Hello folks. Welcome to the Sense of Things. Another week of all 0:08 kinds of crazy fun markets have been all over the fence this week. We’re 0:12 starting...
Jan 16, 2026
In this episode of Cents of Things, Jeff Kikel and Ron Lang break down what’s really happening beneath the surface of the markets as earnings season ramps up. 📊 From interest rates and inflation data to earnings expectations and tech sector concentration, Jeff and Ron...
Jan 13, 2026
TRANSCRIPT Welcome to the first new episode of 2026. In Episode 130 of Cents of Things, Jeff Kikel and Ron Lang kick off the new year with a wide-ranging discussion on early market signals, overlooked economic indicators, market valuation, and the data that doesn’t...
Dec 23, 2025
In Episode 129, Jeff Kikel and Ron Lang review their 2025 market predictions, break down where they were right (and wrong), and lay out clear bull, base, and bear scenarios for 2026. This episode covers: Why 2025 surprised nearly everyone How Wall Street strategists...
