The Miranda Thomas Group

07/17/2026

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.

Chief Investment Strategist Jason Trennert shares what he’s watchin...

07/10/2026

Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.

Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...

07/08/2026

In this episode of Around The Block, Sean and Mac discuss the recently introduced “Trump Account” and how it compares to the traditional 529 college savings plan. They explain that while a 529 plan is primarily designed for education savings, the Trump Account is intended to help build long-term wealth and retirement savings for children.

The conversation highlights key differences in taxation, ownership, contribution limits, and account flexibility, helping investors understand how each option may fit into their financial goals. Sean and Mac also discuss the government-funded contribution available to eligible children and the potential benefits of starting savings early. The episode provides a clear overview of both strategies, helping families make informed decisions about saving for their children's future.

07/03/2026

Our office will be closed today, July 3rd in observance of Independence Day.

We will resume normal business hours on Monday, July 6th. Wishing everyone a safe and happy Fourth of July weekend!

06/26/2026

Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are reacting to data center pushback, and the bipartisan housing bill on the president’s desk.

Washington Research Analyst Courtney Gelman talks through expectati...

06/22/2026

In this episode of Around The Block Sean and Mac discuss the current market environment, highlighting the key drivers behind recent performance and overall trends. They focus on the growing impact of technology and artificial intelligence, explaining how these areas are contributing to market momentum.

The conversation also covers portfolio positioning, emphasizing the importance of diversification and staying aligned with long-term goals. Sean and Mac share their perspective on managing risk while continuing to evaluate opportunities as market conditions evolve. Overall, they provide a clear and practical update designed to help clients stay informed and confident in their financial strategy.

06/12/2026

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.

Strategas Chief Market Strategist Chris Verrone breaks down what th...

06/05/2026

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.

Strategas Chief Investment Strategist Jason Trennert analyzes the r...

06/03/2026

In this Around The Block, Sean Miranda talks with summer intern Amya Jones to discuss her journey into finance, including her time at the University of Kentucky and what sparked her interest in the industry.

Amya shares her perspective on joining Baird, what stood out to her during the interview process, and how the firm’s culture, collaboration, and commitment to clients have shaped her early experience.

The conversation highlights the value of mentorship, building strong relationships, and gaining hands-on exposure, while also giving listeners insight into what it’s like to start a career in wealth management at Baird. Welcome Amya!

05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...