Aug 13, 2026 · 25 min · 9 segments
Takeaways: - The episode discusses significant historical events that occurred during this week, including Cleopatra's death. - Ron explains the importance of the CAPE ratio in evaluating stock…
Jeff KikelHost
Ron LangHost
And on today, yeah, we'll start off, of course, with our usual what happened in history.
Ron's got a really interesting thing about a Civil War cannonball, so we'll leave that.
He's gonna cover stocks versus the CAPE ratio, and margins versus the CAPE ratio, which I'm interested in seeing.
He'll also give us an update on the S&P 500 sectors and where they are for the year.
I'm gonna cover really three interesting economic reports that happened over the last week that I think are the, the quiet beneath the storm that's been happening with AI and everything else.
These are nice, quiet things that are going on that I think we need to watch closer.
And last but not least, we will revisit what I covered a couple weeks ago on the yen carry trade after we had seen the US and Japan go in and try and prop up the yen.
Welcome to The Cents of Things, the show that helps you make sense and cents of the markets, the economy, and your money.
Each week, Jeff Keichle and Ron Lang cut through the noise and break down what is really happening in the markets, the economy, financial planning, and investment strategy, and what it means for your money.
No hype, no jargon, just clear thinking you can actually use.
So grab your favorite beverage, settle in, and let's make some sense of things.
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And on today, yeah, we'll start off, of course, with our usual what happened in history.
Ron's got a really interesting thing about a Civil War cannonball, so we'll leave that.
He's gonna cover stocks versus the CAPE ratio, and margins versus the CAPE ratio, which I'm interested in seeing.
He'll also give us an update on the S&P 500 sectors and where they are for the year.
I'm gonna cover really three interesting economic reports that happened over the last week that I think are the, the quiet beneath the storm that's been happening with AI and everything else.
These are nice, quiet things that are going on that I think we need to watch closer.
And last but not least, we will revisit what I covered a couple weeks ago on the yen carry trade after we had seen the US and Japan go in and try and prop up the yen.
Welcome to The Cents of Things, the show that helps you make sense and cents of the markets, the economy, and your money.
Each week, Jeff Keichle and Ron Lang cut through the noise and break down what is really happening in the markets, the economy, financial planning, and investment strategy, and what it means for your money.
No hype, no jargon, just clear thinking you can actually use.
So grab your favorite beverage, settle in, and let's make some sense of things.
