In this episode, former Milwaukee Brewers left-hander Scott Karl traces his journey from Carlsbad baseball standout to big league starter and then into life as a financial advisor. He swaps stories with Jeff about golf trips to Bandon Dunes and his recent move from California to Lake Norman, then dives into his baseball career, getting […]
Category: Market Commentary
08
May
2026
MEGA to SEGA: Why Seoul beating Saxony shows just how hard it is to Diversify
Here’s the thing about volatile markets: when things are getting hit, you look at home first. It’s reflexive. Your newsfeed is dialed to the S&P, CNBC’s on in the background, the watchlist on your phone (fine, your watch) is 80% U.S. tickers. That’s where the bleeding is, that’s where your attention goes. But now? The […]
04
May
2026
Asset Class Scoreboard: April 2026
April 2026 brought a broad recovery across asset classes, reversing much of March’s losses. U.S. Stocks led the month at +10.51%, largely unwinding their -4.93% March decline and pushing their year-to-date return to +5.69%. U.S. Real Estate followed with an +8.53% gain, bringing its year-to-date total to +9.61%, while World Stocks added +7.54%, extending their […]
06
Apr
2026
Asset Class Scoreboard: March 2026
March 2026 brought a broad pullback across most asset classes to close out the first quarter. World Stocks fell -8.03% and U.S. Real Estate dropped -6.37%, while U.S. Stocks declined -4.93%. These losses pushed U.S. Stocks into negative territory for the year at -4.36%, while World Stocks held onto a slim +2.01% year-to-date gain despite […]
04
Mar
2026
A Short History of Market-Moving Middle East Conflicts
Every generation of investors learns the same lesson the hard way: Middle East conflicts spike oil and spook stocks, and then markets do whatever they want. Monday’s price action was a textbook example. US and Israeli strikes on Iran sent oil up 13%, stocks down, and bonds up in the overnight session. By the close? […]
02
Mar
2026
Asset Class Scoreboard: February 2026
February 2026 delivered another broadly positive month, with the U.S. Real Estate leading all asset classes at +5.27% and World Stocks close behind at +5.19%. These gains pushed World Stocks’ year-to-date return to +10.91%, while U.S. Real Estate climbed to +7.87% through the first two months of the year. Managed Futures posted a strong +3.04% […]
09
Feb
2026
COMMODITIES AND WORLD STOCKS SURGE TO START 2026
January 2026 kicked off with strong performance across all asset classes, led by an impressive +10.49% gain in Commodities and +5.44% return for World Stocks. Managed Futures started the year with momentum, posting a solid +4.74% return for the month. This marked a continuation of strength from the end of 2025, where the strategy had […]
12
Jan
2026
WORLD STOCKS END 2025 STRONG WITH DECEMBER GAIN
As December 2025 came to a close, markets reflected a mixed performance across asset classes. World Stocks led the way, posting a +2.57% return for the month and solidifying their position as 2025’s top performer with an impressive +32.60% gain. Managed Futures finished strong with a +1.15% return in December, marking its fifth consecutive positive […]
05
Dec
2025
Markets Cool in November: Real Estate Takes the Lead
November 2025 saw modest movements across most asset classes, with U.S. Real Estate staging a notable comeback, gaining +2.37% after October’s decline. Despite the monthly gain, U.S. Real Estate remains up 5.75% for the year. Most asset classes posted small positive returns for the month. Bonds gained +0.60%, pushing their year-to-date return to 7.43%. Commodities […]
13
Nov
2025
When the Gales of November Come Early: The Wreck of the Edmund Fitzgerald, and Modern Maritime Trade with Sal Mercogliano
Set sail with maritime historian Sal Mercogliano as we dive deep into the enduring mystery of the Edmund Fitzgerald, a legendary ship lost on the Great Lakes 50 years ago this week. From chilling tales of mariners’ lives and the critical role of iron ore trade, to the evolving challenges facing commercial shipping, this episode […]
