HeyJaredThe Weekly Rebalance
Join our wealth management team every week as we cut through the noise and unpack what’s really moving the markets. From tech giants and global equities to interest rates, inflation, and alternative assets, we bring you clear, actionable insights in a straightforward style.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Aug 12, 2026
Latest episodes
Why the 30-Year Fell After the Hike | The Weekly Rebalance #46 (opens the original)
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🚨 The Fed delivered its first rate hike in three years, and the 30-year Treasury yield fell. 📉💬 Tell us in the comments: does today look more like 1999 or 2004?Nick and Ethan explain the post-hike bear flattening. The short end rose while 10-, 20- and 30-year yields dropped roughly 5–7 bps in a week. 🧭 They cover why markets read it as a "credibility hike," 🏠 what it means for ~7% mortgages, locked-in homeowners and home prices that are still up 1.8%, and 📚 how today compares with the 1999–2000
Can You Run the Fed? | The Weekly Rebalance #45 (opens the original)
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🎲 The bond market says a rate hike tomorrow is a near-lock at 92% — but betting markets have it at a coin flip. That gap is the real story of this episode. Nick, Ethan, and returning guest Garrett break down what's driving the divergence: hot CPI data, a resilient labor market, and a 30-year Treasury yield that's actually falling even as short-term rates rise. 🏦Then things get fun: the crew fires up a Fed policy simulator and plays through an entire term as Chair Kevin Warsh — juggling inflation
Schwab's Fractional Share Bombshell | The Weekly Rebalance #44 (opens the original)
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🚨 Schwab just quietly rolled out fractional share trading to financial advisors — no fanfare, no press tour, just a huge unlock for SMAs. Nick and Ethan break down why this is a bigger deal than it looks. 📉 Markets first: the 10-year Treasury yield is flirting with 5%, the ECB just hiked, and a stronger-than-expected jobs report has the Fed's next move (and Chair Warsh's independence) squarely in focus. The guys debate hikes vs. holds heading into CPI and the September FOMC meeting — and why the
Why We Cut High Yield Bonds Now | The Weekly Rebalance #43 (opens the original)
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🚨 Fed Chair Warsh's Jackson Hole speech — delivered on his 100th day in office — moved rate-hike odds by 20% in just 30 minutes. That's the surprise nobody was pricing in. This week Nick & Ethan break down what's really happening under the hood of markets: light September volatility (📉 S&P -71bps, small caps -1.2%) opening up tax-loss harvesting windows, Nvidia's post-earnings 9% pop even as semiconductor peers like Applied Materials and Marvell slid, and why the VIX is still surprisingly calm a
7 Finance Movies Ranked: Fun vs Fact | The Weekly Rebalance #42 (opens the original)
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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 Call, Too Big to Fail, Wolf of Wall Street, Trading Places, Wall Street, Dumb Money) on realism vs. entertainment — then tie every single one back to today's markets, from Michael Burry's chip short to the "too big to fail" precedent set after SVB. 📈 Before the movie talk: a f
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