HeyJaredLast Call | A Different Kind of Market Wrap
Last Call is a monthly market briefing for investors who want perspective, not headlines. Each episode, Matt Zeigler and Jack Forehand look back on what actually mattered in markets over the past month, then look ahead to what they’re watching next.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Inflation Is Rising. Stocks Aren’t Breaking. The Fed Isn’t Talking. What If Markets Already Know? (opens the original)
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This month on Last Call, Kevin Muir, Aahan Menon, Ben Hunt and Brent Kochuba break down the market through four lenses: macro, inflation data, narrative and options positioning. They examine whether midterm election volatility is underpriced, why inflation may be more demand-driven and persistent than headline data suggests, how the Fed's credibility has shifted under Kevin Warsh, and why options markets still look remarkably complacent. Topics covered Why ending Fed forward guidance could creat
A $20B Blowup. A War-Sized AI Bet. Did You Just Buy a Margin Call? | Last Call (opens the original)
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On this episode of Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semiconductor volatility, small-cap strength, forced fund liquidations, higher rates and changing Federal Reserve guidance. Jack Forehand and Matt Zeigler are joined by Jim Paulsen, Ben Hunt, Brent Kochuba, Cameron Dawson and Dave Nadig to discuss stock market correction risk, the economics of the AI data center buildout, options flows, market leverage, regulation and what could
Labor Market Cracks, Wild Fed Credibility Data and Semis Running Out of Pie | Last Call (opens the original)
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In this episode of Last Call, we look back at June 2026 and break down the biggest market stories shaping investors’ outlook for the second half of the year. Matt Zeigler and Jack Forehand are joined by Andy Constan, Ben Hunt, Brent Kochuba and Eric Pachman to discuss the SpaceX IPO, AI and semiconductor cyclicality, Fed credibility, options flows, labor market quality, crack spreads and inflation risk. Main topics covered Why the SpaceX IPO became the biggest market story of the month How index
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