Shows / HCM Market Brief
HCM Market Brief
Doug Johnson CFA and Dan Rinck discuss current market trends and activities.
Episodes
HCM Market BriefBubble or Bargain? Unpacking the AI Sell-Off as the Fed Pauses
Doug Johnson, Senior Investment Strategist at HCM Wealth Advisors and CPAs, breaks down the Fed's October rate decision as it happens and looks at what's…
HCM Market BriefHawkish Fed, Resilient Market: HCM Market Brief
Hosts Doug Johnson, Senior Investment Strategist, HCM Wealth Advisors and CPAs Dan Rinck, Investment Strategist and Investment Committee Member In this episode…
HCM Market BriefRate Hike Roulette: The Fed, the AI Slowdown Debate, and What It Means for Your Portfolio
[00:53] Fed Meeting Preview Recorded the day before the Fed's rate decision. Doug and Dan discuss the market-implied 80–90% odds of a 25 bps hike, driven by…
HCM Market BriefHCM Market Brief: Fed Jitters, Bond Upside, & the High-Yield ETF Trap
Doug Johnson, CFA® and Dan Rinck, APMA, of HCM Wealth Advisors break down a market riding all-time highs on blowout earnings—even after stripping out one-time…
HCM Market BriefManaging Expectations in a Strong Market
In this episode of the HCM Market Brief, Doug Johnson, CFA, Dan Rinck, APMA, and Senior Financial Advisor Greg Middendorf, CFP®, CCPS® discuss the challenge of…
HCM Market BriefAI, Earnings & Market Rotation: The Next Big Test for Stocks
In this episode of the HCM Market Brief Podcast, Doug Johnson, CFA, and Dan Rinck examine the market's recent pause after a powerful first half of the year and…
HCM Market BriefCeasefire, Stocks, and SpaceX: What's Driving Markets Higher?
In this episode of the Market Brief Podcast, Doug Johnson and Dan Rink discuss how markets are responding to signs that the Iran conflict may be nearing an…
HCM Market BriefThe AI Boom Meets Wall Street
Episode Notes In this episode of the HCM Market Brief, Doug Johnson CFA and Dan Rinck APMA discuss the market's continued strength despite geopolitical…
HCM Market BriefStrong 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…
HCM Market BriefEarnings 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…
HCM Market BriefMarkets 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…
HCM Market BriefMarket 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…
HCM Market BriefGeopolitics, 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…
HCM Market BriefMarket 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…
HCM Market BriefMacroeconomic 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…
- HCM Market Brief
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…