The Weekly Rebalance

Wolf of Wall Street is more fiction than fact — but Nick's #2 pick nails 2008 almost too well. This week Nick and Ethan trade the spreadsheets for the popcorn, ranking seven classic Wall Street movies (Big Short, Margin...

Waste Management just traded at nearly the same P/E ratio as NVIDIA (31.83 vs. 33) — and once you see the moat behind it, it makes total sense. This week Nick and Ethan open with a wild market day (S&P/Nasdaq/Dow all...

The surprising insight this week: SpaceX isn't really an "IPO stock" — it's quietly becoming AI infrastructure landlord to its own competitors, with Anthropic reportedly paying north of $1B/month to lease its Colossus...

Surprising twist: the market breadth everyone's been waiting for might finally be here — and the bond market is throwing a tantrum about it. We're back from a summer hiatus and diving straight into a stacked episode...

🚀 The surprising insight this week: AI may be here to stay, but the price investors pay still matters. In Weekly Rebalance #38, Ethan and Garrett break down SpaceX volatility, Micron’s sharp move lower, and why richly...

A surprising insight from this week: high-net-worth investors are treating real assets, collectibles, and alternatives as a serious portfolio allocation—not just a hobby. 📈 In Weekly Rebalance #37, Nick and Ethan break...

🎰 Sports betting is exploding in popularity, but are gambling stocks actually good investments? This week, Nicholas and Garrett break down why companies like DraftKings and other betting platforms are still struggling...

📈 Treasury yields are surging — but data center REITs are still riding the AI wave. In this episode of The Weekly Rebalance, Nick and Ethan break down the growing tension between rising borrowing costs and massive AI...

🚨 Markets are hitting fresh highs—but is a major Fed regime change about to reshape everything? In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill break down the surprising strength in equities...

🚨 The market staged a massive reversal this week, with the S&P 500 hitting new all-time highs while concerns around private credit continue to grow. In this episode of The Weekly Rebalance, Nick and Ethan break down...

Markets are hitting new highs—but beneath the surface, the economy is splitting in two 📉📈. In this episode, we break down the K-shaped economy, where wealthy consumers drive growth while others rely on buy now, pay...

Cannabis stocks look cheap—but the real reason might surprise you. 🌿📉 In this episode, we break down the massive tax burden (280E) that’s crushing profitability across the cannabis industry and why a potential shift...

The market just erased a geopolitical shock in 32 days—and history says that’s not unusual. 📈In this episode, we break down the rapid recovery following the Iran conflict and why markets often rebound faster than...

The surprising reality? Most IPO investors underperform—even when the biggest names hit the market. 📉This week, we break down rising market volatility driven by geopolitical tensions and what it means for investors...

Growth stocks just got a lot more interesting—and maybe a lot cheaper. 📉➡️📈 In this week’s Rebalance, we break down a volatile Q1 where the NASDAQ briefly entered correction territory, yet high-quality names like...