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This is a show about markets, investing, and financial planning. Join us as we cover current events that are in the news and answer top of mind questions from our listeners.
To learn more about us or stay in the loop, visit www.consiliowealth.com
www.consiliowealth.com/disclosures
To learn more about us or stay in the loop, visit www.consiliowealth.com
www.consiliowealth.com/disclosures
85 Episodes
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Chris Kaminski and Hao Dang discuss the state of the economy through Chipotle earnings. AI efficiency that is showing in small cap stocks. The economic disparities that have emerged five years post-COVID, highlighting how higher-income individuals have thrived while lower-income groups struggle (K shaped recovery). We discusses the wealth effect, where rising stock prices lead to increased consumer spending among the affluent, contrasting this with the challenges faced by those with lower incomes.We discuss:➡️The state of the economy through Chipotle earnings. ➡️AI efficiency that is showing in small cap stocks➡️The recovery post-COVID has favored higher-income individuals.➡️Higher-income people have continued to thrive and gain net worth.➡️90% of the stock market is owned by a small percentage of the population.➡️The K shaped recovery has not been uniform across different income levels.➡️The K shaped recovery is becoming more pronounced post-pandemic.➡️Consumer spending is driven by stock market performance for the wealthy.To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Chris Kaminski and Hao Dang discuss the recent Fermi IPO, the implications of AI on the market, and the current state of the housing market. They explore the potential risks and opportunities presented by the AI bubble, the impact of Fed policies on the economy, and the challenges facing first-time homebuyers. The discussion also touches on corporate strategies in the face of economic uncertainty and the evolving landscape of technology investments.We discuss:➡️Fermi's IPO performance raises questions about market valuations.➡️The AI bubble presents both opportunities and risks for investors.➡️Fed policies are crucial in shaping economic stability and growth.➡️The housing market faces significant challenges due to high mortgage rates.➡️Corporate strategies are adapting to changing economic conditions.➡️Investors need to be cautious about valuations in a bubble.➡️AI's revenue model is heavily reliant on consumer subscriptions.➡️The housing market's affordability crisis is worsening for first-time buyers.➡️Market dynamics are influenced by corporate spending and investment strategies.➡️The tech sector's growth is not uniform, with some companies thriving while others struggle.To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Nvidia invests $5B in Intel➡️OpenAI makes $300B commitment to Oracle➡️TikTok buyersTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️The jobs report keeps missing, putting more pressure on the Fed➡️Travel data is slowing➡️Alternatives in 401(k) plansTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Hao Dang & special guest, Alex Dorell, as they discuss:➡️One Big Beautiful Bill ActTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Who's right? stocks or bonds➡️Inflation keeps coming down, the Fed holds➡️Stablecoin offerings from Amazon & WalmartTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️When do we double dip?➡️DOGE progress undone by One Big Beautiful Bill➡️Reciprocal Tariffs struck down, then not➡️Is the housing market frozen? To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Nothing happened in the market...To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Welcome to our Q2 2025 market commentary!Join us as we discuss:➡️Q1 review➡️Cars and tariffs➡️Bonds and interest rates➡️Our outlook➡️Bull case / Bear caseTo stay in the loop on more insights, visit: www.consiliowealth.com/insightsDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️What's going on in markets right now➡️Liberation day and what we think is nextTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Correction on uncertainty➡️Consumer confidence hits a new low➡️Maleficent 7To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Tariffs➡️The top 10% account for 50% of consumer spending➡️Trump trade unwound➡️Consumer confidence To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Trump's FTC➡️Federal worker reduction➡️International stocks beating US➡️RIP US pennyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Mag 7 earnings expectations (they're high)➡️DeepSeek➡️Tariffs➡️Eggs...again...➡️Amazon exceeds Walmart in revenueTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Predictions from 2024 that were wrong and right➡️Hao's predictions for 2025➡️Chris' predictions for 2025To learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Record low cash allocation➡️Fed changes its tune on rate cuts➡️Mag 7 still dominating➡️Washington state minimum wageTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Earnings buzzword - tariffs➡️FTC and SEC leadership➡️Crypto and M&A➡️Social Security Tax Cuts➡️The state of financial literacyTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️The Trump trade➡️Tax Cuts and Jobs Act round 2➡️Inflation and immigration➡️FTC and SEC leadershipTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️Longshoremen union still holding out➡️Tesla's robo taxi➡️Social Security tax limits for 2025➡️Boeing lays off 10% of workforce➡️High-yield savings dropping like a rockTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
Join Chris Kaminski & Hao Dang as they discuss:➡️AMZN requires employees in office 5 days a week➡️First inflation print after rate cuts➡️META impresses at product launch➡️Jobs blowoutTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures
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