Dec 5, 2025
In Episode 127 of Cents of Things, Jeff and Ron dive into a wide-ranging look at the market as we head into the December Fed meeting. From historical milestones to modern economic puzzles, this episode gives you the context you need to navigate a volatile financial...
Nov 25, 2025
📉 Are tariffs INFLATIONARY… or DEFLATIONARY? Episode 126 of Cents of Things takes on one of the most misunderstood economic questions of 2025—and the answers may surprise you. Jeff Kikel breaks down a brand-new San Francisco Fed study that analyzes 150 years of tariff...
Nov 14, 2025
🚨 The government shutdown is over—but the real fallout is just beginning. In Episode 125 of Cents of Things, Jeff Kikel and Ron Lang break down what’s really happening in the economy now that Washington is (barely) back to work. From SNAP benefits and FAA staffing...
Nov 11, 2025
📉 Shutdowns, air travel disruptions, and a market that just won’t quit. In Episode 124 of Cents of Things, Jeff Kikel and Ron Lang explore why it feels like Groundhog Day in the economy—and what could break the cycle. 🎯 Key takeaways: Why the ongoing government...
Oct 21, 2025
TRANSCRIPT Show intro & topics preview 0:00 Good morning audience. Welcome to 0:02 another week of the sense of things. Ron 0:05 and Jeff here. We’ve got a good show 0:07 today. We’re going to talk a little bit 0:08 about Ron’s done some research...
Oct 2, 2025
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....
Oct 1, 2025
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,...
Sep 18, 2025
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...
Sep 12, 2025
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...
Sep 1, 2025
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,...
