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PODCAST: Market Outlook Mid-Year: Fed Dissent, Tariffs, and Bullish AI Bets | COT 115

Jul 31, 2025

TRANSCRIPT Intro & what we’re watching this week 0:03 Good morning audience. Welcome to the 0:05 sense of things and Ron and Jeff here 0:07 for another week of all kinds of 0:11 craziness in the markets on the good 0:13 side. Definitely some really good 0:15...

PODCAST: The Big Beautiful Bill for Business: What Every Owner Needs to Know | COT 114

Jul 17, 2025

TRANSCRIPT 0:02 Hello everyone. Welcome to another episode  of the sense of things. And this week,   0:09 a second episode of the sense of things because  we had so much stuff to talk about. It was just   0:14 a bit of a crazy week. Hang on just a second. This  show...

PODCAST: Investing at Market Highs: Smart Move or Risky Gamble? | COT 113

Jul 17, 2025

TRANSCRIPT 0:02 Hey everybody, welcome to the sense of things.  And this will be an interesting week because   0:07 we’re actually going to have two separate shows.  So make sure that you watch this one, but then you   0:12 turn around and watch the next one...

PODCAST: Is the Big Beautiful Bill Actually Good for You? Let’s Break It Down | COT 112

Jul 14, 2025

TRANSCRIPT 0:00 COT 112 === Jeff Kikel: [00:00:00] Hello audience.  It’s Jeff and Ron here with the sense of   0:07 things once again for another week.  Big week. We took a week off during   the holiday and all kinds of things changed  with the big beautiful...

PODCAST: Durable Goods Spike, CEO Confidence Drops, and the Fed Stalls Out | COT 111

Jun 27, 2025

🔍 This Week’s Highlights: ⏱️ 00:00 – Welcome back! Ron returns from illness + the world goes to war (briefly) ⏱️ 02:00 – Fun facts: shoplifting losses, watermelon seeds, penguin love, and why 66 days = a habit ⏱️ 06:30 – Jeff’s micro-habit system + morning checklist...

PODCAST: What CPI Doesn’t Tell You, and Why the Debt Problem Is Just Starting | COT 110

Jun 16, 2025

TRANSCRIPT 0:02 good morning folks welcome to the sense of things  it’s Ron and Jeff here once again with our weekly   0:08 update on what’s going on in the world what’s  going on in the economy and what’s a little   0:13 bit of fun that you...

PODCAST: Home Improvement Drops, Tariff Fears Rise, and the Fed Waits Too Long—Again | COT 109

Jun 9, 2025

TRANSCRIPT Intro + What’s ahead: Humor meets housing 0:02 good morning folks and welcome to the 0:05 sense of things for this week jeff and 0:08 Ron here we’re gonna have a fun episode 0:11 today where Ron is going to share with 0:13 us some fun names of towns...

PODCAST: “ Are We Headed for Growth or Gridlock? Tariffs, Courts, and Global Trends” | Cents of Things Ep 108

Jun 2, 2025

TRANSCRIPT Intro & Market Uncertainty: Clients panic as headlines shift daily 0:00 hello Sense of Things it’s Jeff and Ron here for  another episode of the Sense of Things podcast   0:07 blog YouTube show whatever you want to call us  this week we got a lot...

PODCAST: “Florida Man Returns and America’s Debt Load Might Be Ready to Snap” | Cents of Things Ep 107

May 20, 2025

TRANSCRIPT Welcome + What’s Coming Up: Debt, credit, Moody’s downgrade, economic calendar 0:01 COT 107 === 0:02 Jeff Kikel: [00:00:00] Hello.  Cents of things. Audience,   0:05 it’s Jeff and Ron here once again with another  episode of The Cents of Things. And...

PODCAST: “Fed Holds Steady, UK Trade Deal Announced, and Markets Stay Cautious” | Cents of Things Ep 106

May 12, 2025

TRANSCRIPT Welcome + Show Intro 0:03 good morning audience from the sense of 0:06 things it’s us back again once again 0:09 this week a lot of stuff going on we had 0:12 a Fed meeting yesterday and an 0:14 announcement and we’ll talk a little bit 0:16...
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