Market Elevation - A Cirrus Research Podcast

About Market Elevation - A Cirrus Research Podcast

Market Elevation is a casual and compelling conversation amongst market insiders made up of equal parts expertise, relevance, and humor.

Publisher

Cirrus Research, LLC

Category

business

Language

en

Explicit

No

First episode

17 Jun 2022

Latest episode

21 Jul 2026

Latest episodes

18 episodes in the feed.

1. 

   21 Jul 2026

   Cirrus Market Outlook Q3 2026: Geopolitical Risk + AI to Accelerate Broadening Markets!

   Satya walks his thoughts in the outlook for the back half of 2026: He argues that the broadening and rotational nature of the global markets may be accelerating. This is due to the fractious nature of global trading partners in the past 18 months. In addition, the diffused nature of AI has allowed downstream channels outside of the Technology sector – think Industrials, Materials, and Energy – to participate and profit from the AI spending boom. Given this backdrop, Small Caps will continue t...

2. 

   13 Aug 2025

   Cirrus Market Outlook Q3 2025: Speculation to Run with Tail Risk in the Making.

   In this episode, Satya Pradhuman walks through Cirrus' outlook on equities for the year. Adages such as “Buy on the rumor, sell the news” or “Be nimble or be humbled” come to mind as fundamental elements stack up for an ongoing run-up of risk-taking. That said, key measures on the inflation front, tactical crowding extremes and the global capital flows point to a need to de-risk as we get to the Fall and the Fed’s decision will hang in the balance.

3. 

   21 Jan 2025

   Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.

   in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.We continue to hold a favorable outlook on equities as we barrel into 2025. Rebounding earnings and the recent change to a risk-on run are likely to remain as fundamentals have been strong and likely to continue. In this episode, we make the case that fundamentals remain sound, but tactical elements are starting to heat up.

4. 

   18 Oct 2024

   Cirrus Market Outlook: Q4 2024 - Credit Expansion Cycle to Broaden Leadership and Temper a Quality Bias.

   In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and the grumblings over NVIDIA’s (NVDA) deceleration in growth become louder. By the first quarter of next year, the Fed will have likely made additional moves in easing. Focusing on a strong close of the year and out towards 2025, we continue to highlight the risk...

5. 

   26 Jul 2024

   Cirrus Market Outlook: Q3 2024 - Barbelled Mag-7 and Value to Close Strong in ’24!

   in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. A combination of solid earnings for the market, notably strong for the AI segments, and easy credit allows for a pro-equity stance. The challenge for managing the portfolio as we close the year are twofold. The first is to smartly navigate the trending influences of AI until gravity takes its toll on the fiery run of Nvida sales. Second is how to reflect a more cyclical/fundamentally driven exposure as the global profit cycle rebounds. To adeptly manage this likely scenario, a barbelled posture makes sense: to hold the trending components until we get tactical red flags but also continue to look at firms more broadly to use valuations to discern organic growth at a reasonable price as the profits cycle is on the mend.

6. 

   3 May 2024

   Cirrus Market Outlook: Q2 2024 - Dovish Fed & Stabilizing Profits Drive Markets Higher.

   In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish. The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

7. 

   29 Feb 2024

   Q1 2024 Market Crowding Spotlights Changing of the Guard Risks

   While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled with a supportive credit market allows investors to look more broadly at opportunities in equities. In short, while we can foresee some turbulence with a possible break in leadership, fundamentals remain constructive in the equity markets.

8. 

   16 Nov 2023

   Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.

   Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strategies and the turn to a value-sensitive swing. Learn more: https://bit.ly/3M4Xian (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnFLV2QzMm5neDY2X1ZaY1JpNGJLMTlXYmZJUXxBQ3Jtc0ttNTRnal9zUDhpa2gwZU43eEpmZjBjUEZDWm9GakotM01iRFozb0Q5elhSdnJjOFBMa3hiOFk0dEl2THNITVJpU0xlOTdfRm55Wng3SUk4aF9Vbi11OG5qRjZJMTNxNzJMTFZkd0lJWjhiMHJXc2RFRQ&q=https%3A%2F%2Fbit.ly%2F3M4Xian&v=w6KZKionQVA) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

9. 

   2 Aug 2023

   Cirrus Market Outlook: When Investors Chase the “Pick and Shovels” of the AI Trade.

   The current run-up in the market appears to be an echo of the Y2K/Internet melt-up. In both periods, we experience a dramatic surge in Technology spending, effectively pulling technology consumption several years in advance, and allowing markets to chase the sector with reckless abandon. In both instances, a sharp break occurs followed by a major dead-cat bounce. Without a recessionary break to drive interest rates lower, or risk-taking measures overheating, a trending market that chases Mega Cap Tech will remain in place. Learn more: https://bit.ly/3CZWXRt (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazJiSHhYYzFsbGVwRlM0bElFbXpudHVkU2tUd3xBQ3Jtc0ttVnBSYXlvOG1ZdDVyaHdwRGt1cGJzbUJ3ZW9IelFySzdBZUVJRVQ4NHc4U2N0cUd4dWw5MUl6WDVwbXFDQ0UycWxfclFVNEZtWjR4M3NWWDM3MWg4VkNYMm1WOUVtNi1KNFFBRkQzQnY5bXA2MUotbw&q=https%3A%2F%2Fbit.ly%2F3CZWXRt&v=wM9H_0YSZq4) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

10. 

    26 Apr 2023

    Market Elevation - Cirrus Outlook

    Key Takeaways: -Testing for aftershocks – watching credit and regional bank ripples. -Quality Bet Amplified as Capital Markets “Join” in the Tightening Cycle. - The Sell-side is behind the Curve; Earnings Expectations to Roll Lower before they Bottom. - Fed Offset Limits Rate Risk for the Growth Investor; Growth Strategies Get a Short Reprieve. - Liquidity Model Still Frames a Lower Returns Environment for Equities even though Banking Crisis Accelerates the Fed Trajectory. Link to recent Dispatch for detailed discussion: https://bit.ly/3L7UJV4 (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUxIQ0xfTjd2ekpycHg5YWw0QUZSZUxkT1ZmQXxBQ3Jtc0tuZWV5QlFTd2c2ZnhRcDdtS3hSa2JnQ3FJVEdaWUxPRjVVWXpMQTNFR3NZVjFiZ2lwRmw1ekVBSmdHMHFRSGlyMGVxTy1HWnl6SG1odUxjeEFaSUduOXV1WjVvVWhuWDd3U3JHbEMzV1U0YXU4b2lwOA&q=https%3A%2F%2Fbit.ly%2F3L7UJV4&v=Cg4eCDUQLdM) Cirrus Dispatch: Quality Bet Amplifies as the Capital Markets Tighten. The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

11. 

    7 Feb 2023

    Market Conversation: 2023 Outlook

    The outlook for US equities in 2023 remains locked in a defensive stance. With sharp reversals seen in the bear market of 2022, excesses are worn down and valuation adjustments allow investors to look more opportunistically in the coming year. In short, 2023 becomes a market of stocks, not a call on a stock market. 2023 is a more nuanced year where fundamentals will continue to matter, a year of less shock and awe.   https://cirrus-res.com/ (https://cirrus-res.com/) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

12. 

    7 Dec 2022

    Q4 2022 Outlook - Barbell Strategy

    Satya Pradhuman outlines the firm’s framing of the current market environment. He walks through the barbell strategy which allows for a slowdown in the global profit cycle, the ongoing challenges with rising energy costs and the struggles of the Fed to contain inflation.  https://cirrus-res.com/ (https://cirrus-res.com/) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

13. 

    15 Sept 2022

    When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors Part 2

    We continue our discussion for Part 2 of Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in this session are “A plan”, “discipline” and “a willingness to adapt.” These are all critical elements that allow for managing through market turmoil. Topics Discussed in this episode: Introduction – Market Drawdowns and how one internalizes a correction. Drivers of common investor reactions; investor biases such as overconfidence, loss aversion, recency effect, etc. Are Reddit & Meme stocks a good thing? Investing is not an impulse buy, but a solid framework allows for the vagaries of the market. Roadmap – Specific ideas on how to pattern your financial planning.  A little bit of discipline goes a long way. The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

14. 

    9 Sept 2022

    When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors Part 1

    Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in this session are “A plan”, “discipline” and “a willingness to adapt.” These are all critical elements that allow for managing through market turmoil. Topics Discussed in this episode: Introduction – Market Drawdowns and how one internalizes a correction. Drivers of common investor reactions; investor biases such as overconfidence, loss aversion, recency effect, etc. Are Reddit & Meme stocks a good thing? Investing is not an impulse buy, but a solid framework allows for the vagaries of the market. Roadmap – Specific ideas on how to pattern your financial planning.  A little bit of discipline goes a long way. The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

15. 

    15 Aug 2022

    Cirrus Q3 2022 - Market Outlook Part 2

    Listen to part 2. Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the tightrope between an inflationary jump and a heavy-handed approach leading to a profits recession and possibly a full-blown recession. Our Barbelled strategy assumes a world in which the profit cycle is slowing and quality traits will continue to be rewarded. Learn more: https://cirrus-res.com/Reports?docid=2006 (https://cirrus-res.com/Reports?docid=2006) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

16. 

    10 Aug 2022

    Cirrus Q3 2022 - Market Outlook Part 1

    Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the tightrope between an inflationary jump and a heavy-handed approach leading to a profits recession and possibly a full-blown recession. Our Barbelled strategy assumes a world in which the profit cycle is slowing and quality traits will continue to be rewarded. Learn more: https://cirrus-res.com/Reports?docid=2006 (https://cirrus-res.com/Reports?docid=2006) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

17. 

    27 Jun 2022

    Market Elevation with Ken Chiang - Part 2

    In this episode of Market Elevation, part 2, we speak with Ken Chiang, CEO of Redwood Peak.  He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a supportive interest rate backdrop, the efficacies of valuation, and the hunt for growth! Learn more at https://cirrus-res.com/Home (https://cirrus-res.com/Home) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

18. 

    17 Jun 2022

    Market Elevation with Ken Chiang - Part 1

    In this episode of Market Elevation, part 1, we speak with Ken Chiang, CEO of Redwood Peak.  He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a supportive interest rate backdrop, the efficacies of valuation, and the hunt for growth! Learn more at https://cirrus-res.com/Home (https://cirrus-res.com/Home) The information contained in this Podcast report ("Podcast") is based on sources we believe to be reliable at the time it was produced and distributed but it is not necessarily complete, and its accuracy is not guaranteed. Neither Cirrus nor any of our affiliates or any other person makes any representation or warranty, express or implied, as to the Podcast 's accuracy, completeness, or correctness. To the maximum extent permitted by law, neither we, any of our affiliates, nor any other person, shall have any liability whatsoever to any person for any loss or expense, whether direct, indirect, consequential, incidental or otherwise, arising from or relating in any way to any use of or reliance on information contained herein. This Podcast is not a research report, solicitation, or offer, to buy or sell any security or claim and is being provided solely for informational purposes. Nothing in this Podcast constitutes legal, accounting or tax advice or individually tailored investment advice. Any opinions or estimates contained in this Podcast represent our judgment at the present time and are subject to change without notice. Cirrus has no obligation to advise you of any such changes.This Podcast was prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive or obtain access to it and it may not be suitable for all investors. No one listening, receiving or accessing this Podcast should make any investment decision without first consulting his/her own personal financial advisor and conducting their own research and due diligence, including but not limited to carefully reviewing any applicable prospectuses, press releases, reports and other public filings of the issuer of any securities being considered. There is not enough information contained in this Podcast to make an investment decision and past performance should not be taken as an indication or guarantee of future results. Third-party trademarks, logos and brand names contained in this Podcast may be the trademarks, registered trademarks or other property of their respective owners. Any use in this Podcast of trademarks, logos or brand names is for identification purposes only and does not imply or express any sponsorship, affiliation or endorsement by the respective third-party owners of this Podcast, or vice versa, or that any such third-party owner has authorized the use of its trademark, logo or brand.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

7,328

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

27

Social presence

0

YouTube

68

Engagement

60

Contact Market Elevation - A Cirrus Research Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.