Oct 13, 2026
TRANSCRIPT Chapter 1: Earnings Season, SpaceX & What’s Ahead 0:00 0 seconds COT 166 === [00:00:00] Good morning, folks. Welcome to another episode of The Cents of Things with Jeff and Ron. On today’s show, we’re going to cover a little...
Sep 28, 2026
Ron looks at historical data showing just how difficult it has been for actively managed large-cap domestic equity funds to beat the S&P 500—and why paying higher mutual-fund fees doesn’t necessarily translate into better performance. COT 164 But...
Sep 17, 2026
In Episode 162 of The Cents of Things, Jeff Kikel and Ron Lang examine what has historically happened to the S&P 500 following a Federal Reserve rate increase. Markets have often experienced weakness during the first several weeks following a hike before...
Sep 14, 2026
TRANSCRIPT Chapter 1: AI Debt, Markets & What We’re Watching 0:00 0 seconds Welcome to another episode of the sense of things with Jeff and Ron. And on today’s show, Ron’s got some stuff about 0:06 6 seconds debt or debt to total assets compared...
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...
