Positively Sloped

We're back on Positively Sloped after a six-week hiatus to break down the 2026 market outlook. Fresh off Indiana’s national title and ahead of the Super Bowl, we analyze the 'great rotation' from tech to the DOW. This episode explores Q4 earnings (Meta, Palantir), massive volatility in silver and gold, and the fixed income rally. We also discuss Bitcoin’s dip below 80k, the new Fed Chairman, and tactical shifts for t...

In this episode of Positively Sloped, Scott and Jake break down the market’s late-year sector rotation, Costco’s earnings and what they reveal about high-income consumers, and why financials, industrials, and consumer staples are gaining momentum. The conversation covers labor market weakness, Federal Reserve policy after multiple rate cuts, and whether AI spending is finally turning into real monetization for companies like Nvidia...

In this episode of Positively Sloped, we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cuts, explore the rise of “buy now, pay later” spending, and analyze how tech giants like Nvidia, Google, Apple, Amazon, and Broadcom are shaping markets. Plus, we touch on the NFL, holiday shopping tre...

The government reopens but Wall Street sinks—major indices slide, the VIX spikes, and investors brace for Nvidia’s blockbuster earnings. We break down tech volatility, AI’s impact on jobs, inflation data delays, and what smart money moves from Buffett, Burry, and Thiel mean for retail investors. Plus, NFL Week 11 highlights and why the Bears might surprise in the playoff race.

© 2025 Kingsview Wealth Management 

Important Disclosures...

In this week’s Positively Sloped, Scott and Jake break down eight hot topics commanding headlines — from the U.S. government reopening and airline chaos to Elon Musk's $1 trillion incentive package, and AMD’s upcoming earnings report. Plus, a dive into NFL highlights, holiday price trends, and the latest sports betting scandal shaking up Major League Baseball. 

© 2025 Kingsview Wealth Management 

Important Disclosures:

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Join us from V&M Bistro in Wilmington, Delaware as we break down the hottest market debates of November 2025. The government shutdown reaches record duration, the Fed’s path for the end of the year is uncertain and the consumer remains resilient. We dive into the dominance of the Mag 7 tech giants vs the rest of the market and we cover the forces driving Wall Street. Plus, we dive into the Buffalo Bills’ Super Bowl push, and th...

In this episode of Positively Sloped, we break down Apple’s surprising iPhone 17 sales boom and what it means for the stock market, tech competition, and consumer demand. We also dive into the ongoing U.S. government shutdown, its economic ripple effects, and how furloughs, travel disruptions, and small business lending are being impacted. Finally, we preview the upcoming Federal Reserve meeting, debate the likelihood of another ra...

Markets are hitting record highs as AI mega‑deals dominate headlines. In this episode, we break down OpenAI’s path to a potential $1T IPO, AMD’s challenge to Nvidia, and what Microsoft, Amazon, Google, and Oracle moves mean for investors. We also cover gold and Bitcoin highs, the government shutdown’s impact on markets, and NFL storylines from the Bears’ resurgence to AFC shakeups. Plus, our Q4 outlook and “Fades or Trades” of the ...

This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fire from China — could the AI king finally be losing its crown? And we’re putting Pepsi and Coke in the ring to see which stock has more fizz. Plus, our Retail Investor Spotlight brings fresh ...

Bears meltdown, Packers hype, and shocking Week 1 NFL takeaways — plus why the Fed’s next move could shake markets. Scott and Jake break down the latest jobs data, inflation trends, and what it means for stocks like Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), and Alphabet (GOOGL). We cover streaming wars, consumer debt, and portfolio strategy in a volatile economy. Whether you’re here for football hot takes or market‑moving insi...

On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we dive into this week's Retail Investor Trend. The guys wrap up with Fade or Trade and a new segment, One Number to Watch. 

© 2025  Kingsview Wealth Management 

Important Disclosures:

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We are back in studio to discuss the fallout over job revisions from the BLS, and President Trump's new nominations at the BLS and Federal Reserve. Nvidia remains in the headline after their deals with the administration and China. To cut or not to cut, that is the very contentious question. The WNBA has a problem, or do they? 

You can find new episodes of Positively Sloped every other Wednesday on Apple Podcasts, Spotify, and ...

Join Scott Martin and Jake Bauer on the very first episode of Positively Sloped. From stocks, to sports, music, and everything in between. Tune in every other Tuesday to get some hot takes and deep dives in some of biggest topics in the headlines.

 © 2025  Kingsview Wealth Management 

Important Disclosures:

Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”)....