Podcasts

Doug Johnson and Dan Rinck break down a pivotal moment for markets as a massive wave of earnings reports tests whether today’s elevated valuations can hold.

In this episode of the Market Brief Podcast, Doug Johnson and Dan Rinck break down the latest developments in the ongoing Iran conflict and what it means for global markets. They explore the strategic implications of escalating maritime tensions, including the unprecedented “blockade of a blockade,” and how these moves could impact oil supply, pricing, and the broader geopolitical landscape.

In this episode of the Market Brief, Doug Johnson, CFA and Dan Rinck, APMA are joined by Greg Middendorf, CFP®, CCPS® to address rising client concerns amid market volatility driven by geopolitical tensions in the Middle East. The conversation focuses on separating emotional reactions from disciplined investment decision-making and provides a clear framework for navigating uncertainty.

Doug & Dan discuss escalating tensions involving Iran and growing scrutiny around private credit and private equity. While headlines have been intense, the conversation focuses on separating noise from signal and identifying what truly matters for investors.

Geopolitical conflict has increased volatility but limited market damage so far, history suggests wars rarely derail long-term market performance, and market fundamentals remain relatively strong despite the headlines.

In this episode of the Market Brief Podcast, Doug Johnson and Dan Rink discuss how AI-driven headlines are fueling sharp sector rotations and indiscriminate selling, often disconnected from solid earnings, stable inflation, and a supportive macro backdrop. While acknowledging AI’s long-term transformative potential, they argue current reactions appear exaggerated and emphasize disciplined diversification—including value, international, emerging markets, and alternative assets—rather than reacting to short-term volatility.