Bedell Frazier Investment Counselling
Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
Podcasting since 2022 • 147 episodes
Bedell Frazier Investment Counselling
Latest Episodes
The Fed Saved the Rally
It wasn’t Nvidia that saved the rally in November. It was the Fed. What was looking like a remote chance of a December rate cut, with a mere 30% probability 4 weeks ago, the central bank switched gears and lowered borrowing costs again this wee...
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Season 2025
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Episode 45
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5:49
It's Always Must See
There was a mega deal announced Friday which will have a profound impact on the future of business, far beyond the media and entertainment space. As a former Turner guy, having worked at both CNN and Turner Sports, I couldn’t pass up digging in...
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Season 2025
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Episode 44
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8:50
TGI-Thanksgiving
America is on the go again. The FAA expects air travel this Thanksgiving week to be the busiest in 15 years. There was a flood of last-minute bookings this past week, as it was previously projected to have a 3% decline compared to last year. Th...
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Season 2025
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Episode 43
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4:52
Nvidia Couldn't Save the Rally
Back in February of 2024, just 22 eventful months ago, the Stock Market was teetering. The 14-month rally was maturing and being tested. The AI-Trade was being questioned. Investor sentiment was sour. Things were looking bleak. The Market was i...
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Season 2025
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Episode 42
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11:45
A Fastball Under the Chin
Market volatility was definitely the theme this week. After reaching fresh all-time highs for months, the Bull Market hit the brakes. The AI-trade stalled. Friday was a wild one. Stocks gapped down at the open, building off Thursday’s decl...
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Season 2025
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Episode 41
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8:53