Isaac Poole

Chief Investment Officer at Ascalon Capital, providing macro and asset-allocation insights with a focus on equity valuation, fixed income positioning, and global central bank policy implications.

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Dec 16, 2025 • 19min

Stocks Dip Lower in Runup to US Jobs Data

Isaac Poole, Chief Investment Officer at Ascalon Capital, shares insights on the cautious market climate ahead of key US economic data and emphasizes the need for earnings re-acceleration before buying dips. He warns of sticky inflation pushing long-term yields higher. Greg Halter, Director of Research at Carnegie Investment Counsel, assesses the recent selloff in tech stocks, particularly Broadcom, and explores opportunities in banking despite risks from stablecoins. Both guests highlight a preference for US investments amid sector rotation trends.

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