View from the Ranch Podcast
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View from the Ranch is our monthly video podcast where we break down the headlines, policy moves, and market trends that matter — and explain what they really mean for investors.
Whether it’s the Fed, fiscal policy, tax law changes, or global volatility, we cut through the noise to bring you calm, clear, and actionable commentary.
View from the Ranch August 2026
July was tougher than expected — oil spiked back toward $99, the 10-year yield hit its highest level since 2007, a $45 billion AI hedge fund blew up, and the South Korean market crashed 35%. Yet the S&P barely finished negative and market breadth hit a new all-time high. Gregg and Brad break down how the market absorbed all of that and what it means heading into August and September.
They cover record corporate earnings with 86% of the S&P beating estimates, why the banks are quietly in a sweet spot, what the new Fed Chair Warsh is doing differently, and whether the jobs picture is as concerning as the headlines suggest. Brad also explains why August and September are historically the two toughest months of the year and why getting through them sets up what he believes will be the strongest part of the market cycle.