In Episode 122 of Cents of Things, Jeff Kikel and Ron Lang cover the historical context of this week, from the Constitution to Motorola—and then dive deep into the math behind government spending, corporate profits, and why dividends just aren’t what they used to be....
October 1st, 2025 All Atlas Clients – Here we are in the last quarter of the year, and the Fall Season (my favorite) is almost upon us. Historically, September and October are the two worst performing months of the year. September turned out to be a positive month,...
TRANSCRIPT Fed cuts 25 bps: Market wanted more 0:03 Hello audience. Welcome to the sense of 0:06 things. Another week of fun in the sun. 0:08 Another week of fun in the markets and 0:11 economy. We we found out about interest 0:14 rates. Ron and I were on the button...
In Episode 118 of Cents of Things, Jeff Kikel and Ron Lang dive into some major shifts in the financial world—and what they mean for your money. 🚨 ETFs have officially outnumbered individual stocks 💳 Credit card defaults are rising quietly 🎯 Target Date Funds may not...
In Episode 117 of the Cents of Things podcast, Jeff Kikel and Ron Lang take a no-BS look at what’s really happening beneath the surface of the U.S. economy. ⚠️ Credit card spending is still strong—but defaults are quietly rising 🏠 The housing market remains frozen,...
September 1st, 2025 All Atlas Clients – Hope you enjoyed your summer and found some downtime for yourselves and perhaps did something different that piqued your interest. Just in case you weren’t paying attention to the markets over the summer to the political...
TRANSCRIPT Intro & what we’re watching this week 0:03 Good morning audience. Welcome to the 0:05 sense of things and Ron and Jeff here 0:07 for another week of all kinds of 0:11 craziness in the markets on the good 0:13 side. Definitely some really good 0:15...
TRANSCRIPT 0:02 Hello everyone. Welcome to another episode of the sense of things. And this week, 0:09 a second episode of the sense of things because we had so much stuff to talk about. It was just 0:14 a bit of a crazy week. Hang on just a second. This show...
TRANSCRIPT 0:02 Hey everybody, welcome to the sense of things. And this will be an interesting week because 0:07 we’re actually going to have two separate shows. So make sure that you watch this one, but then you 0:12 turn around and watch the next one...
TRANSCRIPT 0:00 COT 112 === Jeff Kikel: [00:00:00] Hello audience. It’s Jeff and Ron here with the sense of 0:07 things once again for another week. Big week. We took a week off during the holiday and all kinds of things changed with the big beautiful...
