Market Commentary & Strategy
Video Library
Watch recorded market briefings, strategy deep-dives, and educational sessions from the Coelho Capital team.
Q3 2026 Market Outlook: Navigating Rate Uncertainty
A comprehensive look at how shifting Fed policy, energy sector dynamics, and AI infrastructure spending are reshaping portfolio positioning for the second half of 2026.
Options Strategy Masterclass: Covered Calls & Cash-Secured Puts
Step-by-step walkthrough of two core income-generating options strategies — when to use them, how to size positions, and how to manage risk through expiration.
AI Infrastructure: The Investment Case for Data Centers
Why the buildout of AI compute infrastructure represents a multi-decade capital cycle — and how to gain exposure through equities, REITs, and energy plays.
Macro Thesis Webinar: Energy, Commodities & Real Assets
Live webinar replay covering the structural case for energy and real assets as inflation hedges, with a focus on midstream MLPs, royalty trusts, and commodity ETFs.
Dividend Investing 101: Building a Reliable Income Portfolio
From yield traps to dividend aristocrats — how to evaluate payout sustainability, coverage ratios, and dividend growth rates to construct a durable income stream.
Pre-Market Briefing: Reading the Tape Before the Open
A live session demonstrating how to synthesize overnight futures, macro data releases, and sector rotation signals into an actionable pre-market game plan.
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