Podcasts

Is the AI stock sell-off a sign of a bubble? In this episode of the HCM Market Brief, Senior Investment Strategist Doug Johnson reacts live to the Federal Reserve’s October 2026 interest rate decision and explains what a possible December rate hike could mean for the stock market. Doug breaks down the recent volatility in AI and semiconductor stocks, including widening credit spreads, AI capex financing concerns, and why comparisons to the 2000 dot-com bubble fall short. He also covers the 2026 midterm elections and their potential market impact, 10-year Treasury yields near 5%, market breadth, seasonality, and how HCM Wealth Advisors is positioning portfolios for year-end.

The Fed's about to hike rates: is this the start of a real tightening cycle, or just a one-off show of force? Meanwhile, a weekend essay from a major AI CEO calling for AI industry slowdown sent social media into a frenzy, so we dug into what's really behind it, and why the market barely blinked. Plus: gold, oil, and what it all means for your portfolio heading into year-end.

In this episode of HCM Market Brief, Doug Johnson, CFA®, and Dan Rinck, APMA, cover record highs in the S&P 500 and stronger-than-expected earnings growth, the Fed's uncertain path forward, and a deep dive into high-income "covered call" ETFs.

In this episode of the HCM Market Brief, the team explores rising investor expectations, AI-driven market enthusiasm, diversification, retirement income strategies, and tax-planning opportunities to help investors stay disciplined through changing market conditions.

Markets have entered a healthy period of consolidation as investors await earnings season, with AI demand remaining strong despite a sharp pullback in momentum stocks and shifting market leadership.

Markets are signaling optimism as oil prices fall and investors increasingly believe the Iran conflict is nearing resolution. Doug Johnson and Dan Rink discuss the strength of the AI-driven bull market, the outlook for the new Fed Chair, and what investors should know about the record-breaking SpaceX IPO.