Ranked #1 podcast on iTunes financial/business.

Frank cuts through the mainstream noise to reveal what’s really moving these markets.

Stocks finally have real competition

For years, near-zero rates pushed investors into stocks. Today, cash and bonds offer attractive returns again—changing the market's risk/reward setup and giving investors more reason to be selective. Here's what it means for your portfolio.

Why Q3 earnings season could get ugly fast

The 10-year Treasury yield just hit a 24-year high, and diesel recently hit a record, both after companies last gave their outlooks. Here's why earnings guidance is the biggest risk in the market right now... and which stocks are most…