Viewpoints

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/9/26. The video is included at the bottom of the post. Several developments this week highlight how fragile the economic environment can become when multiple pressures hit at the same time. Oil prices surged dramatically, the labor market…

We are approaching the one-year anniversary of “Liberation Day,” when President Trump unveiled a poster board outlining tariff rates for various trading partners. Markets initially reacted poorly to the announcement, but over the past year equities have rebounded and returned to all-time highs before retracing recently.  Despite frequent changes to…

Below is a summarized transcript of the IndiView: Weekly Market Update for 3/2/26. The video is included at the bottom of this post. 1. U.S. & Israel Strike Iran — Oil Jumps 7% Over the weekend, the U.S. and Israel launched missile strikes into Iran. Markets reacted quickly, with oil…

Blue Owl (OWL) manages over $250 billion in private capital.Assets under management have grown more than 250% since 2022. So why is the stock down 44% in the past year? Background For most investors, Blue Owl doesn’t carry the brand recognition of JPMorgan or Apple. But in private markets, it…

Below is a summarized transcript of the IndiView: Weekly Market Update for 2/23/26. The video is included at the bottom of this post. Tariffs: Struck Down… Then Rebuilt The Supreme Court limited the prior method used to implement tariffs, but President Trump quickly adjusted and introduced a new 15% global…

Below is a summarized transcript of the IndiView: Weekly Market Update video for 2/17/26. The video is posted at the bottom. The AI Decimation Trade Markets have started pricing artificial intelligence as a broad destroyer of business models, especially in software. The issue isn’t that AI won’t disrupt companies —…

Experience has a way of turning new trends into familiar patterns. As you get “aged,” like I am, you start to make comparisons. While these comparisons aren’t always perfect, they provide a sense of “we’ve seen this movie before,” giving us a basis for how to respond to the next…

Below is a summarized transcript of our IndiView: Weekly Market Update for February 9, 2026. The video is at the bottom of this post. Inflation & The Fed: A “Hold Until Something Changes” Environment We are getting an on-time CPI report and a delayed jobs report, but neither is likely…

Below is a summarized transcript of the IndiView: Weekly Market Update for 2/2/26. The video is posted at the bottom of this page. 1. Fed Chair Nomination: What Changes—and What Doesn’t (Yet) Kevin Warsh has emerged as the nominee for Federal Reserve Chair, ending what felt like a prolonged and…

Below is a summarized transcript of the IndiView Weekly Market Update video. The video is shared at the bottom of the page. Trump’s Greenland Strategy and Tariff Concerns The administration’s focus on acquiring Greenland has introduced new uncertainty into markets, particularly through threats of tariffs on countries that don’t cooperate…