
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Rising bond yields and a broadening market

Market Insights: Breaking the Late Cycle Myth

Market Insights: Hawkish Fed or Healthy Growth?

Market Insights: Oil Prices and Market Expectations
Free AI-powered recaps of Market Insights and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.