Quarter Over Quarter
Welcome to Quarter Over Quarter, the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show!
Podcasting since 2025 • 16 episodes
Quarter Over Quarter
Latest Episodes
16. The World’s Market: Finding Opportunity Outside the U.S.
Many investor portfolios have significant exposure to U.S. stocks—but what about the rest of the world? In this episode, Charlie Chesebrough discusses the role global investing can play in portfolio construction, how investors often think about...
•
28:39
15. The Judo Move: How Wealthy Families Turn the Rules into Opportunity
How much growth in your portfolio still belongs to you… and how much could ultimately pass to the next generation?In this episode, the team discusses estate planning strategies such as Grantor Retained Annuity Trusts (GRATs) and Intentio...
•
32:31
14. AI Hype vs. Earnings: What Happens Next?
AI dominated the headlines. Capital flowed into chips, data centers, and infrastructure. Boards approved major spending plans. Investors took notice.Now comes the harder question. Will the earnings follow?In this episode of Qu...
•
29:30
13. Fed Rate Cuts and Their Effect on Financial Markets
You can feel it in the questions people are asking lately. Are rate cuts coming? What does that actually change? And why do some parts of the market seem to react before it even reaches the headlines?This conversation takes a step back f...
•
30:11
12. Can the Market Rally Continue Despite High Valuations?
Markets are entering a stretch where optimism feels justified, but valuations warrant careful consideration. Earnings have been strong, growth has held up, and momentum has continued to support prices, even as multiples sit above long-term aver...
•
28:05