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
160 episodes
Between the Middle East and the Dark Side of the Moon
Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have moved ferociously, in both directions. Oil up, Oil down. The price of Oil has been driving all things Market-related ever since the conflict i...
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Season 2026
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Episode 11
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9:59
From Oil to Drones - The AI War
Correction remains the theme on Wall Street as the price of Oil is seemingly dictating all. WTI is back at $100. The price action has been pretty simple: Higher Oil has forced higher yields and lower stock prices. It has blanketed the Global Ma...
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Season 2026
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Episode 10
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14:30
A Way to Think About Iran
It’s been a week since the United States and Israel launched the attack on Iran. Emotions are running high. No surprise, politics are running rampant too. It’s an unfortunate fact that politics seemingly dictate everything these days. I’m not g...
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Season 2026
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Episode 9
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21:09
What Corrections Are Designed To Do
Earnings Season is coming to an end. Corporate America has turned in their report cards for Q4, which closes the books on 2025. Over 95% of the S&P 500 companies have reported. The results have been good. In fact, they’ve been outstanding. ...
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Season 2026
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Episode 8
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6:38
Stress, Confusion and Inspiration
So much for a sleepy Friday. Those don’t seem to happen anymore. This week was eventful in many respects. I say this often, there’s plenty of material for me to cover on a weekly basis. Today was a particularly unique and eventful day. It moved...
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Season 2026
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Episode 7
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10:45
Dow 50K
A major milestone was reached on Wall Street; The Dow hit 50K. It didn’t stick. That’s not much of a surprise. The Market often back and fills after reaching new highs at big round numbers. 50K is definitely that. The achievement is significant...
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Season 2026
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Episode 6
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9:27
What We Learned From Amazon
The Bulls got tested this week. The Bears were out for blood. It was like the Super Bowl for stocks on Wall Street. Heading into Friday, the Tech-heavy NAS was on track for its worst week since Obliteration Day back in April of ‘25. Silver lost...
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Season 2026
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Episode 5
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7:21
Pedal to the Metals with a Shiny Apple
The price of Gold went parabolic. In fact, it’s been the case for pretty much all precious metals. The drivers are many: Ever-increasing geopolitical activity, sticky inflation, a weak Dollar and global institutions seeking alternatives to safe...
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Season 2026
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Episode 4
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5:27
Passing the Torch
Threats of more tariffs and taking Greenland knocked stocks downward to start the week. In fact, the 2% decliner on Tuesday was the worst day since October. Those losses reversed with word about a semblance of a deal. It’s still not clear what ...
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Season 2026
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Episode 3
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7:24
A Revolution to Re-visiting Your Past - Another Rapid Rundown
What a week. It was quite eventful. That’s not new for the 2020s. It’s become the norm. But it was Market-moving. There’s plenty of innovation around. Robots took the stage. Controversy is always around. Geopolitical activity is grabbing ...
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Season 2026
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Episode 2
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11:31
TGIF: 2026
Happy New Year! The first half of the 2020s is complete. We have officially entered the second quarter of this 21st century. Can you believe it? Time sure flies...
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Season 2026
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Episode 1
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6:21
TGI-XMAS
'Twas the Night before ChristmasAnd all throughout the block,Not a creature was stirringNot even on TikTok...
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Season 2025
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Episode 47
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2:07
Power is Power
Price increases have slowed. Inflationary pressures are subsiding. The November Consumer Price Index (CPI) reported prices rose at a 2.7% rate compared to a year ago. That was cooler than the September report, which is the most recent. That cam...
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Season 2025
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Episode 46
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8:28
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
The Future of Finance is Now
I was in Denver this week for Schwab’s annual Impact conference. Meredith joined me. Firms from across the country converged on the Rockies to study trends, collaborate on common challenges and try to map out the future. No surprise, the advanc...
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Season 2025
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Episode 40
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7:27
A Tidal Wave of News - Another Rapid Rundown
October concluded with one of the most Market-moving weeks in memory. Between the Tech Titans earnings, a Fed rate cut and a Presidential summit between China and the U.S., there was a tidal wave of news for investors to ride. And the AI Bull k...
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Season 2025
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Episode 39
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13:21
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