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...
Dec 15, 2025
If you’re trying to understand what’s happening beneath the surface of the economy—and whether the stock market is priced too high—this episode gives you the clarity you need. 00:00 – Welcome & Episode Overview 01:00 – Birthday Talk & Holiday Gift...
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...
