Protect Your Assets Market Briefing

As 2026 begins, this market briefing examines whether the powerful 2023–2025 stock market rally is approaching bubble territory. David Hollander reviews how recent gains compare to the strongest three-year runs of the past century, what forward returns have historically looked like after similar periods, and why caution matters moving forward. 

The episode also breaks down the four key pillars supporting today’s market and explains...

In this week’s Protect Your Assets market briefing, David Hollander breaks down the key forces shaping today’s market outlook, including ongoing AI enthusiasm, recent inflation data, Federal Reserve policy signals, and movements in the 10-year Treasury yield. 

The discussion explores whether concerns around AI investment and cash flow point to a slowing trend or a healthy reset, why a pause in Fed rate cuts hasn’t unsettled markets...

Markets kicked off the season with a strong holiday market rally, as Thanksgiving week brought renewed momentum across stocks and encouraging signs from consumers. In this market briefing, David Hollander breaks down what’s driving the upbeat sentiment, why holiday spending data is shaping expectations, and how AI continues to influence market leadership and portfolio concentration risks. 

David also discusses opportunities in the ...

Stay informed on the latest stock market rotation trends as David Hollander breaks down how the market reacted after the U.S. government shutdown. He reviews weekly performance across the Dow, S&P 500, Nasdaq, international markets, and the 10-year Treasury—plus what rising ACA healthcare costs and renewed government activity may mean for consumers heading into 2025. 

David also discusses the recent cooling in technology and AI...

Markets rallied this week, with the Dow, S&P 500, and Nasdaq all posting strong gains as the bull market continues to build momentum. In this week’s Protect Your Assets  Market Briefing, David Hollander, The Sandman, breaks down what’s driving the surge—from strong earnings and easing volatility to expectations of another Fed rate cut. He also shares why this rally may still have room to run, what sectors could offer opportunit...

As we close in on year-end, markets continue to show strength. The Dow, S&P, and Nasdaq all posted solid gains, while oil declined again. In this week’s Protect Your Assets market update, David Hollander explains what’s driving recent performance, how inflation and interest rates are trending, and what the latest bank and corporate bankruptcies may signal for investors. 

David also discusses the growing spotlight on private cre...

In this October market update, David Hollander breaks down the latest market moves as new tariff headlines spark volatility and investors seek stability in gold. Hear why gold prices have surged above $4,000 an ounce, what seasonal trends could mean for the weeks ahead, and how rising debt and policy uncertainty may influence markets. Plus, a quick look at the growing role of crypto and what investors should watch going into year-e...

Despite a government shutdown, the markets continue to show surprising strength. In this weekly market update, David Hollander breaks down the latest numbers and what’s driving investor optimism. From AI-powered growth and easing interest rates to strong Q3 earnings, he shares insights on the trends supporting today’s rally and what could trigger volatility ahead. 

You can send your questions to questions@pyaradio.com for a chance ...

The U.S. economy continues to surprise with GDP growth revised up to 3.8% and consumer spending beating forecasts. Yet, as October approaches, investors face the prospect of government shutdown headlines and seasonal volatility. In this Protect Your Assets Market Briefing, David Hollander shares his take on what the latest data means, why diversification matters, and how to think about income planning in today’s environment. 

You c...

The Fed’s recent rate cut pushed the Dow, S&P, and Nasdaq higher, while Treasuries and oil told a different story. In this Protect Your Assets market briefing, David Hollander explains what the Fed’s decision signals about the labor market, why job trends raise recession concerns, and how AI is reshaping the outlook. He also breaks down what investors should know about bonds now that much of the rally is priced in, and how to a...

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% t...

This week’s market briefing reviews the latest performance numbers and developments. The Dow gained 1.7%, the S&P is up more than 9% year to date, and small caps showed strength. A higher-than-expected Producer Price Index raised concerns about inflation, while attention now shifts to the Fed’s September meeting. David Hollander discusses the three factors influencing today’s market: inflation, Fed policy, and corporate earning...

In this week’s Protect Your Assets Market Briefing, David Hollander examines key stock market trends for 2025, including a steepening yield curve, strong corporate earnings, and the potential impact of upcoming Fed rate cuts. Learn which sectors (like banks, small caps, utilities, and REITs) could benefit, and why consumer discretionary, financial services, and health care remain worth watching. Plus, explore bond strategies for a ...

Markets declined this week amid downward revisions in job data and growing tariff concerns. David Hollander shares his stock market outlook, discusses the potential for interest rate cuts, and examines whether investor enthusiasm for AI is showing signs of strain. Get a perspective on current market conditions and the signals some are watching closely. 

You can send your questions to questions@pyaradio.com for a chance to be answer...

Markets have been trending upward as summer begins, supported by strong corporate earnings, steady consumer spending, and optimism around trade. In this Protect Your Assets market briefing, David Hollander looks at key indicators for growth, why the economy appears resilient for now, and the factors that could influence volatility in the months ahead. 

He also discusses the recent return of speculative trading, upcoming Federal Res...

This week’s market rally pushed the S&P 500 to a new all-time high, with strong earnings and moderating inflation helping drive momentum. In this episode, David Hollander breaks down the factors behind the rally, from positive economic data and falling PPI to solid corporate performance, even as tariffs remain a headwind. He also highlights key sectors to watch and what may lie ahead as we enter historically volatile months. 

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In this week’s Protect Your Assets market segment, David Hollander shares a timely economic outlook, covering renewed tariff uncertainty, shifting expectations around Fed rate cuts, and why international stocks are outperforming. You'll also hear a strategic take on fixed income, annuity opportunities, and a roundup of crypto news, from Bitcoin's milestone streak to institutional adoption and new legislation. 

You can send your que...

In this Protect Your Assets Market Briefing, David Hollander breaks down the key factors driving market performance following the passage of the “Big, Beautiful Bill.” With taxes expected to hold steady, markets rallied, but is that momentum sustainable? 

Tune in as David reviews the latest labor data, inflation signals, and geopolitical risks, and what they could mean for economic growth in the second half of 2025.  

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The market rally is in full swing, with the Dow, S&P 500, and Nasdaq all climbing back into positive territory for the year. In this Protect Your Assets Market Briefing, David Hollander breaks down what’s behind the surge, including easing geopolitical tensions, expectations of lower interest rates from the Fed, and a renewed rally in mega-cap tech stocks. He also shares insights on international performance, oil price volatili...