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Doug Johnson CFA and Dan Rinck discuss current market trends and activities.
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S1E9 The AI Boom Meets Wall Street
Episode NotesIn this episode of the HCM Market Brief, Doug Johnson CFA and Dan Rinck APMA discuss the market's continued strength despite geopolitical tensions, elevated interest rates, and inflation…
S1E8 Strong Earnings, Rising Rates, and the Return of Alternative Investing
Despite geopolitical tensions and rising interest rates, strong corporate earnings and continued AI investment are supporting the market. Doug Johnson and Dan Rinck discuss inflation risks, oil…
S1E7 Earnings Pressure, AI Expectations, and the Risks Beneath a Strong Market
In this episode of the Market Brief Podcast, Doug Johnson and Dan Rinck break down a pivotal moment for markets as a massive wave of earnings reports—led by the largest technology companies—tests…
S1E6 Markets Shrug Off Geopolitics: Iran Tensions, Oil Volatility & the Power of the V-Shaped Recovery
In this episode of the Market Brief Podcast, Doug Johnson and Dan Rink break down the latest developments in the ongoing Iran conflict and what it means for global markets. They explore the strategic…
S1E5 Market Volatility, Iran Tensions & Investor Strategy: Navigating Uncertainty Without Panic
In this episode of the Market Brief, Doug Johnson and Dan Rinck are joined by Greg Middendorf to address rising client concerns amid market volatility driven by geopolitical tensions in the Middle…
S1E4 Geopolitics, Oil Shocks & Private Credit Fears: What’s Really Driving Markets in 2026
In this episode of the HCM Market Brief, Doug Johnson and Dan Rinck break down two of the most important—and widely discussed—forces currently influencing markets: escalating tensions involving Iran…
S1E3 Market Volatility Amid Iran Conflict: Why Long-Term Investors Should Stay Focused
Dan Rink discusses how the recent U.S.–Israel conflict with Iran has increased market volatility, particularly through rising oil prices due to risks around the Strait of Hormuz, but notes that the…
S1E2 Macroeconomic Implications of AI and Market Fundamentals
Doug Johnson CFA and Dan Rinck discuss how AI disruption fears are causing indiscriminate selling in software, financials, logistics, and other sectors, leading to sharp rotations into areas like…
S1E1 Episode 1: Precious Metal Selloff, AI, and Market Metrics
In the first HCM Market Podcast, Doug Johnson and Dan Rink discuss recent market volatility—highlighted by a sharp correction in gold and silver—alongside shifts in dollar strength, interest rates,…
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HCM Market Brief has published 9 episodes since February 2026, covering topics in Business, Investing.
HCM Market Brief is currently highly active with new episodes every 2 weeks. Average episode length is 37m.
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