The Weekly Rebalance

Real Assets, Rising Yields & SpaceX | The Weekly Rebalance #37

A surprising insight from this week: high-net-worth investors are treating real assets, collectibles, and alternatives as a serious portfolio allocation—not just a hobby. 📈 In Weekly Rebalance #37, Nick and Ethan break down a volatile market backdrop: strong jobs data, higher yields, inflation pressure, the Fed’s next move, geopolitical risk, and the latest expectations around the SpaceX IPO. 🚀 Then they dive into real assets, from classic cars and watches to art, wine, and fractional ownership platforms, unpacking the diversification benefits, liquidity risks, tax considerations, and advisor implications.💬 Comment early: would you consider collectibles a real investment allocation or just a passion asset?Share this episode with an advisor, investor, or markets-focused friend who would enjoy the discussion. 🔁#Revisor #WeeklyRebalance #RIATech #WealthManagement #WealthManagementTech #FinancialMarkets #InvestmentStrategy #MarketAnalysis #RealAssets #AlternativeInvestments #Collectibles #TheFed #Inflation #SpaceX #PortfolioConstruction

Gambling Stocks Are Booming… But Can They Make Money? | The Weekly Rebalance #36

🎰 Sports betting is exploding in popularity, but are gambling stocks actually good investments? This week, Nicholas and Garrett break down why companies like DraftKings and other betting platforms are still struggling to consistently turn profits despite billions flowing into sports gambling. 📉📈We also cover the latest market rally, surging small caps, semiconductor momentum, consumer sentiment hitting historic lows, Fed policy changes, and how energy and tech are battling for market leadership in 2026.Plus: Ferrari EV drama 🚗, Knicks playoff chaos 🏀, and some wild gambling trivia to close things out.💬 Question for viewers: Do you think sports betting companies will eventually become consistently profitable?📲 Share this episode with a friend or post it on LinkedIn if you found the discussion valuable.#Revisor #WeeklyRebalance #RIATech #InvestmentStrategy

The AI Boom’s Hidden Risk: REIT Debt & Rates | The Weekly Rebalance #35

📈 Treasury yields are surging — but data center REITs are still riding the AI wave. In this episode of The Weekly Rebalance, Nick and Ethan break down the growing tension between rising borrowing costs and massive AI infrastructure demand. We cover why REITs are highly interest-rate sensitive, the bull vs. bear case for data center REITs, and how companies like Equinix, Digital Realty, and Iron Mountain are benefiting from AI-driven CapEx spending. We also discuss tower REITs, 5G infrastructure, private vs. public REIT investing, and why self-storage REITs have quietly been one of the best-performing real estate sectors for decades. 🏢⚡📊 💬 Do you think AI infrastructure spending will continue accelerating, or are markets overbuilding? Let us know in the comments. 📲 Share this episode with another investor or advisor following the AI and REIT space. #Revisor #WeeklyRebalance #REITs #DataCenterREITs#TowerREITs #RIATech #WealthManagementTech #InvestmentStrategy #FinancialMarkets #MarketAnalysis #TreasuryYields #AIInfrastructure #DigitalRealty #Equinix #InterestRates

Sell in May? Why Staying Invested Still Wins | The Weekly Rebalance #34

🚨 Markets are hitting fresh highs—but is a major Fed regime change about to reshape everything? In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill break down the surprising strength in equities, AI and semiconductor momentum, emerging market leadership, and the growing uncertainty surrounding the Federal Reserve. 📈 They dive into Kevin Warsh’s potential impact on monetary policy, the history of Fed independence dating back to the 1951 Fed Accord, and whether “Sell in May and Go Away” actually works. Plus: inflation concerns, small-cap outperformance, and why staying invested may still be the best strategy. 💡 👇 Do you think markets can continue climbing despite Fed uncertainty and global risks? Let us know in the comments! 📲 Share this episode with your network and follow REVISOR for weekly market insights and investment strategy discussions. #Revisor #WeeklyRebalance #TheFed #KevinWarsh #RIATech #InvestmentStrategy #MarketAnalysis #FinancialMarkets #AIStocks #SemiconductorStocks #SmallCaps #EmergingMarkets #WealthManagementTech #SingleIndexModel #Addepar

The Private Credit Boom Explained | The Weekly Rebalance #33

🚨 The market staged a massive reversal this week, with the S&P 500 hitting new all-time highs while concerns around private credit continue to grow. In this episode of The Weekly Rebalance, Nick and Ethan break down the surprising strength in earnings season, Disney’s consumer signals, the Fed’s historic 8-4 vote split, and why private credit may face its first real stress test. 📈💳We also discuss interval funds, liquidity risks, hidden default concerns, and whether the private credit boom is creating opportunities—or cracks beneath the surface.💬 Do you think private credit is the next major opportunity or an underpriced risk? Let us know in the comments.🔔 Subscribe to stay ahead of markets, investment strategy, and RIA tech trends.📲 Share this episode with another investor or advisor following today’s markets.#Revisor #WeeklyRebalance #PrivateCredit #RIATech #InvestmentStrategy #FinancialMarkets #MarketAnalysis #FederalReserve #SP500 #EarningsSeason #AlternativeInvestments #WealthManagement #CreditMarkets #PortfolioManagement #EconomicOutlook