Positively Sloped
Positively Sloped is where markets, culture, and momentum collide — because the most interesting things in the world are the ones trending up and to the right. Jake and Scott break down what’s moving — in the markets, in the headlines, and in your group chat — with sharp insights, real opinions, and just enough irreverence to make finance actually fun. These are the conversations we’ve been having for years — debates, hot takes, and deep dives — just now with a mic in front of us.
Episodes
12 episodes
12. Market Rotation Takes Hold, Costco Signals Consumer Strength, and AI’s Next Phase
In this episode of Positively Sloped, Scott and Jake break down the market’s late-year sector rotation, Costco’s earnings and what they reveal about high-income consumers, and why financials, industrials, and consumer staples are gaini...
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Season 1
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Episode 12
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47:29
11. Black Friday Records, Fed Rate Cuts & Tech Giants Driving Market Shifts
In this episode of Positively Sloped, we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cu...
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Season 1
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Episode 11
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48:16
10. Markets Tank After Government Reopens | Nvidia Earnings, AI Jobs & NFL Week 11
The government reopens but Wall Street sinks—major indices slide, the VIX spikes, and investors brace for Nvidia’s blockbuster earnings. We break down tech volatility, AI’s impact on jobs, inflation data delays, and what smart money moves from ...
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56:06
9. Government Reopening, Tesla’s 8.5T Market Cap Target, and AMD’s Earnings Ahead
In this week’s Positively Sloped, Scott and Jake break down eight hot topics commanding headlines — from the U.S. government reopening and airline chaos to Elon Musk's $1 trillion incentive package, and AMD’s upcoming earnings report. ...
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Season 1
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Episode 9
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23:34
8. Fed Cuts, Mag 7 Momentum & 2025 Market Shocks + NFL & World Series Reactions
Join us from V&M Bistro in Wilmington, Delaware as we break down the hottest market debates of November 2025. The government shutdown reaches record duration, the Fed’s path for the end of the year is uncertain and the consumer remains resi...
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Season 1
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Episode 8
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51:26
7. Apple Stock Surges, Government Shutdown Impact, and NFL/NCAAF Catchup
In this episode of Positively Sloped, we break down Apple’s surprising iPhone 17 sales boom and what it means for the stock market, tech competition, and consumer demand. We also dive into the ongoing U.S. government shutdown, its econ...
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Season 1
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Episode 7
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53:33
6. NFL Update, AI Mega-Deals, Government Shutdown, and Q4 Outlook
Markets are hitting record highs as AI mega‑deals dominate headlines. In this episode, we break down OpenAI’s path to a potential $1T IPO, AMD’s challenge to Nvidia, and what Microsoft, Amazon, Google, and Oracle moves mean for investors. We al...
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Season 1
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Episode 6
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45:55
5. Oracle’s Surge, Fed Cut Buzz, NVIDIA Tensions & Soda Wars Revived
This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fi...
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Season 1
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Episode 5
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42:11
4. The Bears Can't Be Saved, But Can The US Economy?
Bears meltdown, Packers hype, and shocking Week 1 NFL takeaways — plus why the Fed’s next move could shake markets. Scott and Jake break down the latest jobs data, inflation trends, and what it means for stocks like Nvidia (NVDA), Mic...
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Season 1
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Episode 4
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42:23
3. The Fed is Poised to Cut, Tech Stocks in Question, and our NFL Preview
On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we div...
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Season 1
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Episode 3
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1:02:31
2. To Cut or Not to Cut, Earnings Wrap-Up & More | Positively Sloped
We are back in studio to discuss the fallout over job revisions from the BLS, and President Trump's new nominations at the BLS and Federal Reserve. Nvidia remains in the headline after their deals with the administration and China. To cut or no...
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Season 1
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Episode 2
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38:43
1. Blowout Tech Earnings, the Fed & More | Positively Sloped
Join Scott Martin and Jake Bauer on the very first episode of Positively Sloped. From stocks, to sports, music, and everything in between. Tune in every other Tuesday to get some hot takes and deep dives in some of biggest topics in the headlin...
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Season 1
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Episode 1
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34:43