Two Minutes with Todd Jones

Follow Two Minutes with Todd Jones
Share on
Copy link to clipboard

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

Gratus Capital


    • May 28, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 3m AVG DURATION
    • 195 EPISODES


    Search for episodes from Two Minutes with Todd Jones with a specific topic:

    Latest episodes from Two Minutes with Todd Jones

    5.27.25 - The U.S. Steel/Nippon Steel Merger Potential Impacts

    Play Episode Listen Later May 28, 2025 2:15


    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets. Click here to view supporting charts referenced in today's episode. 

    5.12.25 - Analyzing the Federal Reserve's Recent Announcement

    Play Episode Listen Later May 13, 2025 3:14


    In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve's recent decision to hold rates steady. Click here to view supporting charts referenced in today's episode. 

    4.29.25 - Are Tariff Impacts Starting to Show?

    Play Episode Listen Later Apr 29, 2025 3:37


    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.Click here to view supporting charts referenced in today's episode. 

    4.14.25 - What Are Bond Markets Suggesting?

    Play Episode Listen Later Apr 15, 2025 3:22


    In this episode, Chief Investment Officer Todd Jones provides an update on market performance, shares how the probability of a recession has evolved over the last few weeks, and interprets what the bond markets are suggesting. Click here to view supporting charts referenced in today's episode. 

    3.31.25 - Analyzing the Extreme Market Sentiment

    Play Episode Listen Later Apr 1, 2025 2:40


    In this episode, Chief Investment Officer Todd Jones provides an update on the future of capital flows and what companies are saying in their earnings reports amid rising recession concerns. Click here to view supporting charts referenced in today's episode. 

    3.17.25 - The Current Drawdown of US Stocks

    Play Episode Listen Later Mar 17, 2025 2:31


    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift. Click here to view supporting charts referenced in today's episode. 

    3.1.25 - Can We Trust the Rally in Chinese Stocks?

    Play Episode Listen Later Mar 3, 2025 2:58


    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on February's market performance, recent digital asset prices, and the recovery of Chinese markets. Click here to view supporting charts referenced in today's episode. 

    2.25.25 - How Could Tariff Policies Affect the Economy?

    Play Episode Listen Later Feb 25, 2025 2:18


    In this episode, Focus Partners Wealth's Chief Investment Strategist Jason Blackwell shares his perspectives on the ongoing changes in tariff policies communicated by the current administration. 

    2.17.25 - Analyzing Fourth Quarter Earnings

    Play Episode Listen Later Feb 19, 2025 3:01


    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the market's performance this month, including fourth quarter earnings, the rising stock/bond correlation, and using gold as a diversifier. Click here to view supporting charts referenced in today's episode. 

    2.3.25 - New Tariff Policies and the Stock Market

    Play Episode Listen Later Feb 5, 2025 2:47


    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism. Click here to view supporting charts referenced in today's episode. 

    1.21.25 - International Stock Considerations

    Play Episode Listen Later Jan 21, 2025 3:02


    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the market and discusses some considerations when deciding whether investors should add more international stocks.Click here to view supporting charts referenced in today's episode.

    1.6.25 - Initial Thoughts on 2025 Financial Markets

    Play Episode Listen Later Jan 7, 2025 3:00


    In this week's episode, Todd provides an update on the market and shares initial thoughts on 2025 financial markets. Click here to view supporting charts referenced in today's episode.

    12.23.24 - Are Commercial Property Prices Improving?

    Play Episode Listen Later Dec 23, 2024 2:52


    In this week's episode, Todd provides an update on the market and analyzes the commercial property price appreciation index for core sectors.Click here to view supporting charts referenced in today's episode.

    12.16.24 - Market Participation Broadening Out?

    Play Episode Listen Later Dec 16, 2024 2:42


    In this week's episode, Todd provides an update on the market and discusses the potential for market participation to broaden out in 2025. Click here to view supporting charts referenced in today's episode.

    12.5.24 - Another Expectations Mismatch In 2025?

    Play Episode Listen Later Dec 5, 2024 3:15


    In this week's episode, Todd provides an update on the market and discusses the wide range of potential outcomes for 2025. Click here to view supporting charts referenced in today's episode.

    11.25.24 - The US Consumer Remains Resilient

    Play Episode Listen Later Nov 25, 2024 2:34


    In this week's episode, Todd provides an update on the market and discusses how the US consumer continues to show strength.  Click here to view supporting charts referenced in today's episode.

    11.11.24 - Interest Rate Cuts Yet Again... 

    Play Episode Listen Later Nov 11, 2024 3:03


    In this week's episode, Todd provides an update on the market and discusses the Federal Reserve's decision to cut interest rates for the second time. Click here to view supporting charts referenced in today's episode.

    11.4.24 - Office Real Estate Continues to Smolder

    Play Episode Listen Later Nov 5, 2024 3:08


    In this week's episode, Todd provides an update on the market, discusses banks leading the market higher, and analyzes the current state of office real estate. Click here to view supporting charts referenced in today's episode.

    10.28.24 - How Low Can You Go?

    Play Episode Listen Later Oct 28, 2024 2:48


    In this week's episode, Todd provides an update on the market and discusses the low levels for both high yield and investment grade bonds. Click here to view supporting charts referenced in today's episode.

    10.21.24 - S&P 500 Earnings First Look

    Play Episode Listen Later Oct 21, 2024 2:04


    In this week's episode, Todd provides an update on the market and analyzes what the early earnings reports may be indicating. Click here to view supporting charts referenced in today's episode.

    10.14.24 - Is The Yield Curve Normalizing?

    Play Episode Listen Later Oct 14, 2024 2:28


    In this week's episode, Todd provides an update on the market and analyzes what is happening with the U.S. Treasury yield curve. Click here to view supporting charts referenced in today's episode.

    10.7.24 - Analyzing Food Price Inflation

    Play Episode Listen Later Oct 7, 2024 2:44


    In this week's episode, Todd provides an update on the market and discusses how a resumption in food price inflation may contribute to a cloudier inflation outlook.Click here to view supporting charts referenced in today's episode.

    9.30.24 - China On The Rise

    Play Episode Listen Later Sep 30, 2024 2:19


    In this week's episode, Todd provides an update on the market and analyzes the potential impact of the People's Bank of China's most aggressive financial stimulus package since the pandemic.Click here to view supporting charts referenced in today's episode.

    9.17.24 - Analyzing the US Consumer Price Index

    Play Episode Listen Later Sep 17, 2024 2:28


    In this week's episode, Todd provides an update on the market and analyzes August's US Consumer Price Index. Click here to view supporting charts referenced in today's episode.

    9.9.24 - Yield Curve Returns To A Positive Slope

    Play Episode Listen Later Sep 9, 2024 2:28


    In this week's episode, Todd provides an update on the market and analyzes the US Treasury market yield curve. Click here to view supporting charts referenced in today's episode.

    8.26.24 - Potential Impact of Rate Cuts on Bonds

    Play Episode Listen Later Aug 26, 2024 4:00


    In this week's episode, Todd provides an update on the market, analyzes what may happen to bonds when the Fed cuts rates, and explores whether office REITs are signaling the all clear in commercial real estate. Click here to view supporting charts referenced in today's episode.

    8.19.24 - Inflation Continues To Trend Lower

    Play Episode Listen Later Aug 19, 2024 3:45


    In this week's episode, Todd provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators. Click here to view supporting charts referenced in today's episode.

    8.12.24 - Volatility Will Be With Us...

    Play Episode Listen Later Aug 12, 2024 2:30


    In this week's episode, Todd provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor. Click here to view supporting charts referenced in today's episode.

    8.5.24 - Discussing The Turbulence From Asia

    Play Episode Listen Later Aug 5, 2024 2:43


    In this week's episode, Todd provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up. Click here to view supporting charts referenced in today's episode.

    7.29.24 - Supportive Equity Market Momentum 

    Play Episode Listen Later Jul 29, 2024 4:17


    In this week's episode, Todd provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet. Click here to view supporting charts referenced in today's episode.

    7.22.24 - A Durable Equity Rotation?

    Play Episode Listen Later Jul 22, 2024 3:19


    In this week's episode, Todd provides an update on the market and analyzes whether the "rotation" in markets could be durable. Click here to view supporting charts referenced in today's episode.

    7.15.24 - S&P 500 Earnings Durability 

    Play Episode Listen Later Jul 15, 2024 3:42


    In this week's episode, Todd provides an update on the market and analyzes the persistent underappreciation of earnings as measured by estimated versus actual.Click here to view supporting charts referenced in today's episode.

    7.8.24 - Market Concentration Set To Lessen 

    Play Episode Listen Later Jul 8, 2024 3:24


    In this week's episode, Todd provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance. Click here to view supporting charts referenced in today's episode.

    7.1.24 - US Election Turbulence Ahead?

    Play Episode Listen Later Jul 1, 2024 3:52


    In this week's episode, Todd provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration. Click here to view supporting charts referenced in today's episode.

    6.24.24 - Electric Vehicle Industry Pain

    Play Episode Listen Later Jun 24, 2024 3:13


    In this week's episode, Todd provides an update on the market, discusses the electric vehicle industry, and analyzes the May inflation report. Click here to view supporting charts referenced in today's episode.

    6.17.24 - Office Delinquency Rate Is Rising

    Play Episode Listen Later Jun 17, 2024 4:56


    In this week's episode, Todd provides an update on the market, describes how office delinquency rates have evolved over time, and discusses supply and demand for equity. Click here to view supporting charts referenced in today's episode.

    6.10.24 - The Low Volatility Puzzle 

    Play Episode Listen Later Jun 10, 2024 4:41


    In this week's episode, Todd provides an update on the market, answers a common question from clients regarding volatility, and discusses whether history may be rhyming. Click here to view supporting charts referenced in today's episode.

    6.3.24 - Analyzing Election Year Performance

    Play Episode Listen Later Jun 3, 2024 3:46


    In this week's episode, Todd provides an update on the market and explains how election year returns are, on average, positive. Click here to view supporting charts referenced in today's episode.

    5.20.24 - Is Inflation Cooling?

    Play Episode Listen Later May 20, 2024 4:22


    In this week's episode, Todd provides an update on the market, discusses whether inflation could trend lower, and answers a common question we've been hearing from clients. Click here to view supporting charts referenced in today's episode.

    5.13.24 - Politics and Investing

    Play Episode Listen Later May 13, 2024 2:46


    In this week's episode, Todd provides an update on the market and explains why a political affiliation can be a bad investment guide. Click here to view supporting charts referenced in today's episode.

    4.29.24 - Japanese Currency Crisis?

    Play Episode Listen Later Apr 29, 2024 3:09


    In this week's episode, Todd provides an update on the market and analyzes the significant weakening of the Japanese Yen currency.  Click here to view supporting charts referenced in today's episode.

    4.22.24 - Early Q1 Earnings Picture

    Play Episode Listen Later Apr 22, 2024 3:27


    In this week's episode, Todd provides an update on the market, reviews the early first quarter earnings reports, and analyzes sector performance. Click here to view supporting charts referenced in today's episode.

    4.15.24 - What Could Gold Be Telling Us?

    Play Episode Listen Later Apr 15, 2024 3:26


    In this week's episode, Todd provides an update on the market, provides an update on the US Consumer Price Index, and discusses what gold may be telling us. Click here to view supporting charts referenced in today's episode.

    4.8.24 - What Could Derail The Rally In Stocks?

    Play Episode Listen Later Apr 8, 2024 3:20


    In this week's episode, Todd provides an update on the market, discusses US bond yields continuing to migrate higher in 2024, and analyzes what could derail the equity rally.Click here to view supporting charts referenced in today's episode.

    3.25.24 - A Look At Financial Conditions

    Play Episode Listen Later Mar 25, 2024 3:41


    In this week's episode, Todd provides an update on the market, analyzes current financial conditions, and explains relative valuation.Click here to view supporting charts referenced in today's episode.

    3.18.24 - Bonds Not Buying Rate Cuts... Yet

    Play Episode Listen Later Mar 18, 2024 2:42


    In this week's episode, Todd provides an update on the market and discusses the potential implications of bond yields remaining stubbornly high on shorter-term maturities. Click here to view supporting charts referenced in today's episode.

    3.11.24 - This is What Momentum Looks Like

    Play Episode Listen Later Mar 11, 2024 4:10


    In this week's episode, Todd provides an update on the market, analyzes what is driving market activity more recently, and discusses whether we should be concerned with the momentum in stock prices. Click here to view supporting charts referenced in today's episode.

    3.4.24 - Bitcoin Approaches All Time Highs

    Play Episode Play 39 sec Highlight Listen Later Mar 4, 2024 3:33


    In this week's episode, Todd provides an update on the market, analyzes what is happening with Bitcoin, and discusses energy prices. Click here to view supporting charts referenced in today's episode.

    2.26.24 - Are High Interest Rates Impacting Corporate America?

    Play Episode Listen Later Feb 26, 2024 3:04


    In this week's episode, Todd provides an update on the market, analyzes whether the high interest rates are impacting corporate America, and discusses what current valuations in stocks may suggest about future returns. Click here to view supporting charts referenced in today's episode.

    2.12.24 - Investing At All Time Highs

    Play Episode Listen Later Feb 12, 2024 3:20


    In this week's episode, Todd provides an update on the market and discusses the nuances of investing at all time highs. Click here to view supporting charts referenced in today's episode.

    2.5.24 - 2000 vs. 2024 Market Dynamics

    Play Episode Listen Later Feb 5, 2024 3:04


    In this week's episode, Todd provides an update on the market and compares what the stock market was like in the early 2000s to today's market. Click here to view supporting charts referenced in today's episode.

    Claim Two Minutes with Todd Jones

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel