Two Minutes with Todd Jones

Gratus Capital

All of the market information you need in 120 seconds or less.

All Episodes

In this week's episode, Todd provides an update on the market, explains the potential correlation between bond yields and COVID in Europe, and analyzes the recent trend in company break-ups. Click here to view supporting charts referenced in today's episode.

Nov 22

3 min 35 sec

In this week's episode, Todd provides an update on the market, discusses the potential downsides of high consumer prices continuing, and analyzes the modest infrastructure package approved by the US House last week. Click here to view supporting charts referenced in today's episode.

Nov 15

3 min 5 sec

In this week's episode, Todd provides an update on the market, emphasizes the importance of small caps pushing higher, and explains how bond price movements are becoming more sensitive to changes in interest rates. Click here to view supporting charts referenced in today's episode.

Nov 8

3 min 30 sec

In this week's episode, Todd provides an update on the market, highlights the dramatic increase in earnings for Q3 2021, and emphasizes the significance of European interest rates on the verge of breaking positive. Click here to view supporting charts referenced in today's episode.

Nov 1

3 min 4 sec

In this week's episode, Todd provides an update on the market, reviews the strong earning reports, and explains why investors should think twice about purchasing Bitcoin's first ETF. Click here to view supporting charts referenced in today's episode.

Oct 25

2 min 49 sec

In this week's episode, Todd provides an update on the market, discusses the potential for a 1970s style stagflation, and highlights the importance of the SEC approving the first futures-based ETF for Bitcoin.  Click here to view supporting charts referenced in today's episode. 

Oct 18

3 min 17 sec

In this week's episode, Todd provides an update on the market, dives into the weaker-than-expected jobs report, and analyzes the potential impact of declining COVID infections on the market.  Click here to view supporting charts referenced in today's episode. 

Oct 11

3 min 13 sec

In this week's episode, Todd provides an update on the market, explains what's causing the staggering increase in natural gas prices, and analyzes the uptrend of merger and acquisition volumes.  Click here to view supporting charts referenced in today's episode. 

Oct 4

3 min 20 sec

In this week's episode, Todd provides an update on the market, reviews the impact of China's Evergrande Crisis, and provides insights from last week's Federal Reserve press releases.  Click here to view supporting charts referenced in today's episode. 

Sep 27

3 min 23 sec

In this week's episode, Todd provides an update on the market, discusses how long key economic data can continue to keep up with consensus, and dissects why Chinese markets remain uninvestable.  Click here to view supporting charts referenced in today's episode.

Sep 20

3 min 27 sec

In this week's episode, Todd provides an update on the market, discusses whether the progression of negative surprises in economic data is concerning, and considers the potential impact of central banks expecting to be net sellers of bonds by mid-2022.  Click here to view supporting charts referenced in today's episode.

Sep 13

2 min 57 sec

In this week's episode, Todd provides an update on the market, how the yield environment is impacting flows, and momentum continues to drive the market.  Click here to view supporting charts referenced in today's episode.

Sep 7

2 min 54 sec

In this week's episode, Todd provides an update on the market, the drive behind European earnings continuing to lead markets higher, and the NYSE Advance/Decline line's sideways motion.  Click here to view supporting charts referenced in today's episode.

Aug 30

3 min 13 sec

In this week's episode, Todd provides an update on the market, the anxiety building around a potential overdue correction, and economic indicators suggesting further gains in the near future.  Click here to view supporting charts referenced in today's episode.

Aug 23

3 min 36 sec

In this week's episode, Todd provides an update on the market, the comeback of cryptocurrency after recent lows, and the highlights of the newly passed infrastructure bill.  Click here to view supporting charts referenced in today's episode.

Aug 16

3 min 21 sec

In this week's episode, Todd provides an update on the market, how bond yields indicate the future direction of risk markets, and what the flurry of buyback activity means for future demand.   Click here to view supporting charts referenced in today's episode.

Aug 9

3 min 11 sec

In this week's episode, Todd provides an update on the market, discusses why better-than-expected earnings for bellwether companies resulted in their stocks actually trading down, and explains how recent tech and for-profit regulations are impacting the Chinese market.  Click here to view supporting charts referenced in today's episode. 

Aug 2

3 min 21 sec

In this week's episode, Todd provides an update on the market, discusses the likelihood of the stock market continuing to hit new highs, and monitors the impact of the COVID-19 Delta variant.  Click here to view supporting charts referenced in today's episode. 

Jul 26

2 min 41 sec

In this week's episode, Todd provides an update on the market, explains why the earnings reports are giving the market pause, and highlights the bond yield decline.   Click here to view supporting charts referenced in today's episode. 

Jul 19

2 min 49 sec

In this week's episode, Todd provides an update on the market, questions how sustainable the all-time high Q2 performance of most US stock markets is, and explains why the variety of strong sector performances in our economy is a good thing.   Click here to view supporting charts referenced in today's episode. 

Jul 6

3 min 15 sec

In this week's episode, Todd provides an update on the markets, describes the new bipartisan infrastructure bill, and considers whether the all-time high indexes could actually be a cause for concern. Click here to view supporting charts referenced in today's episode.

Jun 28

3 min

In this week's episode, Todd provides an update on the markets, reports on the unexpected reaction from bonds, and discusses the economic comeback. 

Jun 21

2 min 46 sec

In this week's episode, Todd provides an update on the markets, discusses the status of recent inflation, and explains the new momentum.

Jun 14

3 min 19 sec

In this week's episode, Todd provides an update on the markets, reviews the Federal Reserve's recent actions, and shares a rare moment in the history of European shares.

Jun 7

3 min 10 sec

In this week's episode, Todd provides an update on the markets, describes Bitcoin's return to volatile trading, and touches on the S&P 500's better-than-expected earnings growth. 

May 24

3 min 24 sec

In this week's episode, Todd provides an update on the markets, explains how Elon Musk tanked Bitcoin, and describes the impact inflation is having on certain speculative parts of the market. 

May 17

3 min 28 sec

In this week's episode, Todd provides an update on the markets, explains what the commodities markets could be signaling, and reviews the potential impact of the Colonial Pipeline shutdown. 

May 10

2 min 33 sec

In this week's episode, Todd provides an update on the markets, emphasizes the technology sector's major earnings, and continues to keep an eye on the proposed tax law changes. 

May 3

2 min 48 sec

In this week's episode, Todd provides an update on the markets, highlights the Coinbase IPO, and explains the potential impact of the proposed capital gains tax hikes. 

Apr 26

3 min 20 sec

In this week's episode, Todd provides an update on the markets, emphasizes the significance of the Coinbase IPO, and touches on the impact high global COVID-19 case numbers could have on the economic recovery.

Apr 19

2 min 56 sec

In this week's episode, Todd provides an update on the markets, reviews some of the strongest US economic data on record, and dives into the connection between expectations and bond yield activity.

Apr 12

2 min 50 sec

In this week's episode, Todd provides an update on the markets, reviews the impact a better-than-expected March jobs report could have and discusses the recent adjustments to the infrastructure package. 

Apr 5

2 min 46 sec

In this week's episode, Todd provides an update on the markets, discusses the impact that uneven levels of COVID-19 vaccine delivery across the globe could have on the US, and bond yields are moving lower once again.

Mar 29

3 min 11 sec

In this week's episode, Todd provides an update on the markets, the potential impact of COVID variants, and discusses how the Fed holding rates low through 2023 is creating pressure globally.

Mar 22

3 min 20 sec

In this week's episode, Todd provides an update on the markets, discusses the impact the passage of the $1.9tln stimulus package may have on inflation, and shares his thoughts on big rotations potentially leading to good opportunities in mid-sized companies.

Mar 15

3 min 18 sec

In this week's episode, Todd provides an update on the markets, discusses the unwinding of the large gap between growth and value stocks, and shares his thoughts on how much higher will interest rates need to go before they become problematic.

Mar 8

2 min 43 sec

In this week's episode, Todd provides an update on the markets, discusses his concerns with the volatility in the bond market, and how the Federal Reserve might be changing their tune.

Mar 1

2 min 56 sec

In this week's episode, Todd provides an update on the markets, discusses how rebalancing our accounts can help with volatility, and determining the right trigger points for bond yields.

Feb 22

3 min 3 sec

In this week's episode, Todd provides an update on the markets, discusses the impact of Tesla getting into Bitcoin, the growing attraction of active stock selection and concerns around fixed income yields rising.

Feb 8

2 min 39 sec

2.1.2021 - The r/wallstreetbets Short SqueezeIn this week's episode, Todd provides an update on the markets and discusses how an online message board is potentially creating market instability.

Feb 1

3 min 19 sec

In this week's episode, Todd discusses how the canceling of the Keystone Pipeline could impact energy prices, why it is critical to pay attention to the COVID-19 mutations taking place in Europe, and why inflation could become a problem.

Jan 25

2 min 39 sec

In this week's episode, Todd discusses why it is important to closely monitor bond yields, how the markets are reacting to the tumultuous week at the Capitol, and a closer look at the possibility of a reflation theme overshoot.

Jan 11

3 min 9 sec

In this week's episode, Todd discusses Tesla's S&P 500 inclusion, what Bitcoin's all-time high means for investors, and how the recently announced $900B stimulus package can help the economy in Q1 2021.

Dec 2020

2 min 47 sec

In this week's episode, Todd discusses what is happening with the small-cap sector, a few items worth monitoring that might signal market recovery, and a major US insurance company makes a large crypto investment.

Dec 2020

3 min 4 sec

In this week's episode, Todd discusses some of the possible drivers to the all-time highs in the US market and what the high yield bond market might be telling us.

Dec 2020

2 min 16 sec

In this week's episode, Todd discusses why small-cap leadership is a strong indicator of a rally, the continued attention for cryptocurrency, and the two things that could provide a challenging market this winter. 

Nov 2020

2 min 52 sec

In this week's episode, Todd discusses why US stocks are down while international is up, what an additional COVID-19 vaccine means and some staggering housing sector stats.

Nov 2020

2 min 54 sec

In this week's episode, Todd discusses why there was a brief change in interest rates after Biden was announced as President-elect, timing the rotation from growth to value stocks, and when fixed income portfolios need to consider moving towards more high-quality assets.

Nov 2020

2 min 47 sec

In this week's episode, Todd discusses the catalyst for the rise of US and International markets, the economy’s reaction to the possibility of a Republican-controlled Senate, and what is happening to home prices in the suburbs.

Nov 2020

2 min 14 sec

In this week's episode, Todd discusses the market's reaction to Dr. Fauci's prediction on when we might return to normal, the importance of exceeding expectations from recent earnings reports, and how the market is preparing ahead of Tuesday's election. 

Nov 2020

2 min 54 sec