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,...
Jun 27, 2026
TRANSCRIPT 0:00 COT 151 === Jeff Kikel: [00:00:00] everybody. It’s Jeff and Ron once again with The Cents of Things. On today’s show we’ve got of course, our week in history. Ron’s got 0:08 8 seconds a fun call that he made earlier in ...
Jun 18, 2026
In Episode 150 of Cents of Things, Jeff Kikel and Ron Lang break down the widening gap between how Americans feel about the economy and what the data is actually doing: the new Fed chair’s “deal with your own stuff” posture, why this AI-driven market...
Jun 12, 2026
TRANSCRIPT Chapter 1: Intro – one day from the largest IPO in history 0:00 COT 149 === Jeff Kikel: [00:00:00] Here we go. Good morning, folks. Welcome to The Cents of 0:04 4 seconds Things. We are one day out from the largest IPO in history. So a lot of the...
Jun 8, 2026
In this week’s episode of Cents of Things, Jeff Kikel and Ron Lang break down what’s really happening beneath the headlines. We discuss: • Rising gas prices and summer inflation pressure • The race to trillion-dollar market caps • NVIDIA, Walmart, and AI-driven...
Jun 1, 2026
The economy keeps moving… But underneath the surface, pressure is building. Consumers are still spending. The market keeps rallying. But housing is slowing down, oil risks are rising, and everyday costs continue climbing. In this week’s episode of Cents of Things,...
Jun 1, 2026
In this week’s episode of Cents of Things, Jeff Kikel and Ron Lang break down: • Why leading economic indicators still look weak • The growing concentration risk inside the S&P 500 and global indexes • Why AI may still be in the “early innings” • Technical...
