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.
Episodes
140 episodes
Big Numbers
The rally just keeps on keeping on. Wall Street keeps putting up big numbers. The S&P 500 reached 6800 Friday for the first time ever. The Dow cleared 47K. America’s Stock Market, as measured by the S&P, is now worth $57 Trillion. Frida...
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Season 2025
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Episode 38
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6:44
Canaries or Cockroaches?
Forget Football and Baseball for a minute. It is Earnings Season that kicked off this week. It’s that time again when Corporate America submits its report cards. Nearly 75% of the S&P 500 companies, measured by market cap, are scheduled to ...
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Season 2025
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Episode 37
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7:11
That's Quite a Shine
The final stretch is near. It’s been quite a year for investors. Everywhere you look, up and down Wall Street, you simply can’t escape the AI hype. Artificial Intelligence is expected to revolutionize our way of life, much like the Industrial R...
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Season 2025
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Episode 36
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5:04
Blowing Bubbles
We are nearing the end of September; Historically the worst for stocks. This year has certainly bucked that trend. The month started out with a bang as the S&P 500 extended the rally, going farther and faster. For months, stocks climbed tha...
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Season 2025
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Episode 35
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11:01
Natural
The Fed cut interest rates for the first time this year. No surprise, it was a virtual certainty heading into the meeting. This was the first rate cut in 9 months, after an extended period of pause to gauge the impacts of tariffs and overall in...
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Season 2025
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Episode 34
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8:00
What Oracle Means to the Market and More
A fairly unusual thing occurred this week. A large Tech company reported a double-miss, yet the stock soared to levels previously unseen. Of course these days, nothing seems to surprise. Things are happening that have never happened before. AI ...
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Season 2025
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Episode 33
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7:25
Football & Jobs - Activity in America
Hiring in America hit stall-speed in August. Just 22K jobs were created. That was a big miss from the 77K expected. The unemployment rate remains at 4.3%. A weakening labor market has been the driver for a potential Fed interest rate cut. That’...
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Season 2025
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Episode 32
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5:00
National Security Meets Free Markets
The AI race is upon us. It's been escalating ever since ChatGPT made its appearance in the Fall of 2022. Nvidia has been the undisputed leader in the race. Companies, both at home and abroad, have scrambled to get their hands on Nvidia's chips....
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Season 2025
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Episode 31
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14:39
Jackson Hole Moves Markets
Wyoming was the center of investor attention Friday. The Rocky Mountain valley is known as Jackson Hole. The town is simply Jackson. The region is known for its beauty and its endangered animals; Particularly Moose. Its local hockey team i...
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Season 2025
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Episode 30
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6:48
Back to School
The calendar has turned to August and students from across the country are heading back to school. Summer is coming to a close. Transition continues...
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Season 2025
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Episode 29
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5:59
The iPhone and India in the Middle
Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at ch...
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Season 2025
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Episode 28
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7:52
Another Rapid Rundown
This was another week of some serious Market-moving activity. We just knew it would be. On tap was a Fed meeting, a slew of earnings and more trade talks. The week would end with the July Jobs Report. There was a whole lot to chew on for invest...
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Season 2025
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Episode 27
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12:14
Waymo Innovation Ahead
Alphabet reported earnings this week, kicking things off for the Tech Titans and providing an update on the state of AI. The company raised its planned investment spend for the year by $10 Billion, to $85 Billion. The AI race keeps accelerating...
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Season 2025
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Episode 26
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9:18
Another Rapid Rundown
This has been an impressive record run for the Stock Market. It continued to hit new, all-time highs in July. The fear from the trade wars and the April crash are deep in the rear-view mirror. America’s Economy has proven, time and again, its r...
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Season 2025
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Episode 25
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12:29
TGI-4th
Twelve score and nine years ago, in the Pennsylvania State House in Philadelphia, a Continental Congress representing 13 colonies declared its independence from Great Britain. The date was July 2nd, 1776. The following day, July 3rd, saw a lot ...
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Season 2025
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Episode 24
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13:37
Why is the Market up so Much?
To say the Stock Market has been resilient is a complete understatement. Investors have been hit with multiple shocks in the first half of 2025. They’ve ranged from 2 wars overseas, American bombs hitting Iran, a Chinese AI threat called DeepSe...
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Season 2025
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Episode 23
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8:40
Invested in California
I was chatting with a friend of mine this week about all of the issues going on around the world. I do that a lot. I like to learn how other people think. Gathering information and broad perspectives is a valuable tool. Our home state almost al...
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Season 2025
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Episode 22
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7:24
What the Attacks Mean for the Market
Thursday night brought news that Israel attacked Iran. The price of Oil spiked 13% overnight. Stock futures sank. Risks of an all-out war between these two adversaries are as high as they’ve ever been. There’s also risk that it drags the ...
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Season 2025
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Episode 21
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8:56
S&P 6K
The Stock Market is not the Economy. The Economy is not the Stock Market. To be sure, there are definite overlapping influences, no question. But they are both completely separate entities. At times they move in tandem. Other times, they m...
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Season 2025
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Episode 20
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8:08
Digital Dominance
This was yet another wild and eventful week for the Market. Where to start? Well, we found out this: President Trump didn’t have the powers to impose those global tariffs. That, from the U.S. Court of International Trade which struck down the t...
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Season 2025
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Episode 19
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9:02
Memorializing is Remembering. Remembering is Understanding.
Memorial Day weekend is the unofficial kickoff to Summer in America. It’s full of graduations and barbecues. Many hit the beaches and the lakes, from coast to coast. However, it seems to have become increasingly easy for people to forget the re...
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Season 2025
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Episode 18
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8:40
Pause Propulsion
What a difference a month makes. The crash has been repaired. Well, sort of. The S&P 500 erased all of the losses. It’s now green for 2025. The 180 degree move from the White House on tariffs triggered the powerful rally. The Stock Market s...
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Season 2025
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Episode 17
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5:43
Recession or Suppression?
The Market churned this week, with a lot to digest from the FED to trade talks, we will jump right in. The de-escalation of the trade wars has been the big driver of stocks. It’s been pretty clear; The Market has been at the mercy of the ...
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Season 2025
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Episode 16
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10:53
U-Turns
Changing direction is a normal course of action in life. It’s usually driven by new information obtained. Either the facts changed, or perhaps you were wrong. It’s an important function on the road to success. You can’t keep going in the wrong ...
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Season 2025
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Episode 15
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11:29
Data Drives Decision Making
The American Economy has shown real signs of stalling. Appetites to spend have been curbed a bit as the Trade War activity persists. You can certainly see it reflected in the Stock Market. Looking more broadly, Corporate America and the America...
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Season 2025
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Episode 14
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9:17