Sep 3, 2026
In Episode 161 of The Cents of Things, Jeff Kikel and Ron Lang look at the tension between record-level corporate performance and increasingly cautious market psychology. The Fear & Greed Index has moved toward fear. The junk-bond market is flashing stress....
Sep 3, 2026
In this episode, we discuss: • NVIDIA earnings and the growing AI ecosystem • Whether NVIDIA’s investments resemble Cisco during the dot-com era • Why corporate earnings growth is so strong • The strength spreading beyond technology • Why predicting recessions...
Aug 25, 2026
TRANSCRIPT After weeks of markets betting on Federal Reserve rate cuts, long-term Treasury yields surged. The 30-year Treasury reached 5.33%, its highest level since 2007, while the 10-year climbed to roughly 4.77%. That matters because when investors can earn more...
Aug 17, 2026
TRANSCRIPT Chapter 1: What We’re Covering This Week 0:00 0 seconds COT 158 === [00:00:00] All right Good morning, everybody. Welcome to another day of The Cents of Things with Ron and Jeff. And on today, yeah, we’ll start off, of course, 0:10 10...
Aug 11, 2026
TRANSCRIPT What’s Ahead — Jobs, Bonds & the Yen Carry Trade 0:00 Good morning everybody. Welcome to 0:02 another week of the sense of things. And 0:05 on today’s show, we got a lot of 0:08 information, but we’re going to be 0:09 blowing through...
Aug 3, 2026
TRANSCRIPT Chapter 1: Welcome & Market Overview 0:00 0 seconds Good morning everybody. Welcome to another wild and woolly week on the stock market with the sense of things. 0:07 7 seconds Jeff and Ron here. Today we’re going to go over a little bit of of...
Jul 16, 2026
In this week’s episode of Cents of Things, Jeff Kikel and Ron Lang discuss what historically brings bull markets to an end, why semiconductor stocks may represent opportunity during earnings season, and how today’s AI boom compares to previous innovation...
Jul 15, 2026
TRANSCRIPT Introduction 0:00 COT 153 – Special Mid-Year Analyst Update === 0:00 [00:00:00] 0:00 Good morning, folks. Welcome to The Cents of Things with Jeff and Ron, 0:05 and this is a special episode focused around the midyear and where all of our friends...
Jul 15, 2026
TRANSCRIPT Introduction 0:01 Good morning folks. Welcome to another 0:04 episode of the sense of things with Jeff 0:06 and Ron and welcome to another week, 0:09 another Groundhog Day week. We are back 0:12 at war with with Iran for the next five 0:14 minutes and then...
Jul 1, 2026
July 1st, 2026 All Atlas Clients – July? Already? Yep! Here we are at the halfway point of the year (again). How are your New Year Resolutions going? Do you even remember them? The mid-year point is also a reflection on the first half of the year, the positive,...
