Life in the Markets

Big Tech's massive AI spending is producing weak cash flow, and investors are starting to demand a return. At the same time, American households are spending faster than they earn, with the personal savings rate at its lowest level since 2008. In this week's Life in the Markets, Stephen Rohrer unpacks the market news and shares what Rockefeller, a farmer's spring planting, and the Parable of the Pearl teach us about wise stewardship. Visit the Show Notes page. Watch on YouTube Subscribe to Th...

When markets get shaky, like they did last week, most of us have that same instinct: play it safe. But what if playing it safe is actually the riskiest move you can make with your portfolio? In the next few minutes, you'll learn why risk is data, not something to run from, what a risk-off market really tells us, and why the same lesson applies to your life's work. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's Book, The Good Steward Visit The...

You’ve probably heard about the latest inflation reports, but what do the Consumer Price Index (CPI) and Producer Price Index (PPI) actually measure, and why should you care? In this week’s Life in the Markets, Steve Virkler explains the difference between the two, what September’s numbers showed, and a few simple steps to help your budget and savings keep pace with sticky inflation. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's Book, The Goo...

Midterm election years have historically brought more market ups and downs, and the year after has often looked quite different. In this episode, we look at why elections tend to stir up uncertainty, what the historical pattern has been, and how to keep it in perspective for your long-term plan. Past results don't guarantee what happens next, but understanding the history can help you stay calm and focused. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purc...

Last week, the 10-year Treasury yield hit its highest level since 2007, yet most major stock indices still finished the week higher. In this week's update, we break down what's pushing bond yields up, why the move may not be as alarming as the headline suggests, and why we're keeping a close eye on the cost of the AI buildout. Watch the video or read the full article to see what it means for you. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's ...