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 November 2025

"Shutdown Beard," Market Strength, and the AI Arms Race

In the November edition of View from the Ranch, Brad Tremitiere, CIO and Gregg Pacitti, CFP® unpack October’s market strength, the impact of ongoing AI infrastructure spending, and why inflation and interest rates may be shifting in investors’ favor.

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