HeyJaredMaley Market Strategy Podcast
Those who make the most money on Wall Street do not follow the heard, and stay ahead of the curve. With over five decades of experience on the Street between them (through many different market cycles), Matt Maley...along with Mary English, provide a great mix of fundamental…
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Who will Win the Tug of War in the Markets? (opens the original)
Read excerpt
In this week's we discuss whether the recent renewed rally in the AI industry can continue...and whether it can offset the (still) very high price of oil...and the extremely strong rise in long-term interest rates......Given what is coming out of the Fed...and out of Iran...it doesn't look like we're going to get much relief soon on either of these fronts......Also, we discuss whether the recent move in Bitcoin constitutes a real breakout.......No matter what happens over the near-term, the fact
Don't Fight the Fed...Especially When Other Warning Signs are Popping up all Over the Place (opens the original)
Read excerpt
In this week's piece, we discuss how the are a half dozen different signals...which usually develop at/near an important top in the market...are coming to a head right now. Therefore, investors need to avoid being overly complacent over the last 3.5 months of the year......We also discuss which areas...and which stocks...should do quite well during this upcoming time of uncertainty.
Look for Bond Yields to Dip Over the Near-Term (opens the original)
Read excerpt
In this week's piece, we discuss why bond yields are poised for a near-term decline...and that oil prices are in the same condition. Therefore, investors should be careful about bearish bets on the bond market and bullish bets on the energy market...but only over the near-term.We also discuss why the upcoming election is becoming more important than usual for investors...and why they need to look at certain specific stocks and groups in order to take advantage of these developments over the comi
What Does the "Normalization" of Bond Yields Mean for Stocks? (opens the original)
Read excerpt
In this week's edition, we discuss how Kevin Warsh's comments in Jackson Hole should not just be seen as hinting towards a more hawkish stance by the Fed, but he also told investors that the "Fed put" will only be used during times of crisis in the future. In other words, he's going to let the markets trade on their own much more than several of his predecessors have done over the past 15 years. We also discuss the continued divergence between the S&P 500 and the semiconductor stocks...and why t
The Bond Market is Too Big to Control (opens the original)
Read excerpt
In this week's episode, we discuss why why Secretary Bessent's new proposals to help push Treasury yields lower is a sign that the budget deficit has now grown to a level where it is making it much more difficult for authorities to control those yields.....We also highlight how Chairman Warsh is unlikely going to hold investors' hands to the degree they'd like him to going forward.....On top of this, we also discuss the importance of NVDA's earnings for the broader stock market......We also disc
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.