Feb 12, 2026
TRANSCRIPT In Episode 135 of Cents of Things, Jeff Kikel and Ron Lang break down a wide range of economic and market signals — from AI productivity gains to employment strength and a surprising inflation tool that may be telling a different story than the official CPI...
Feb 9, 2026
TRANSCRIPT In this episode of Cents of Things, Jeff Kikel and Ron Lang dig into the real numbers behind business survival, earnings strength, and key economic signals that markets are reacting to right now. 📊 Ron walks through: Business survival rates from year one...
Jan 30, 2026
TRANSCRIPT Episode Introduction 0:02 Hello everybody. Welcome to another 0:04 episode of the sense of things with Ron 0:07 and Jeff. On today’s show, Ron’s gonna 0:10 take us into the week in history once 0:12 again. He’s also got some stuff on 0:14...
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...
