Oct 8, 2026 · 44 min · 28 segments
Oil prices are jumping again, bond yields remain volatile, and markets are still wrestling with the same two forces that have shaped much of the year: energy risk and higher rates. Chuck Zodda and…
It's Chuck, Mike, and Tucker with you here, and we kick things off talking about, uh, the, the two things that we've been focused on basically for the entire year.
M- Mark Venditti made a good point yesterday, Mike, that, you know, w- whenever stocks get to all-time highs-
But the thing that you have to remember is that the most predictive element about whether stocks will make new all-time highs is whether they have recently.
And so the expectation is basically that if you look out over any reasonable period of time, meaning more than about 18 months or so, stocks should be making new all-time highs pretty consistently because of economic growth and the earnings growth that comes along with that.
Yeah, the look of disgust on his face every time I say that the equity markets have reached new all-time highs-
it, it just, it, it, it, I don't know, his eyes just burn through you at that stage because-
... you are a fly on the, the, the buttocks of economics, and I'm going to swat you with my economic tail.
It's Chuck, Mike, and Tucker with you here, and we kick things off talking about, uh, the, the two things that we've been focused on basically for the entire year.
M- Mark Venditti made a good point yesterday, Mike, that, you know, w- whenever stocks get to all-time highs-
But the thing that you have to remember is that the most predictive element about whether stocks will make new all-time highs is whether they have recently.
And so the expectation is basically that if you look out over any reasonable period of time, meaning more than about 18 months or so, stocks should be making new all-time highs pretty consistently because of economic growth and the earnings growth that comes along with that.
Yeah, the look of disgust on his face every time I say that the equity markets have reached new all-time highs-
it, it just, it, it, it, I don't know, his eyes just burn through you at that stage because-
... you are a fly on the, the, the buttocks of economics, and I'm going to swat you with my economic tail.
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