Media Vault

We leverage specialized observational skills and insight to uncover the root of macroeconomic forces, challenging assumptions about human behavior and interpreting implicit biases.

WTI Crude Prices Overcome Brent, Implications for Inventories & FOMC
Dryden Pence believes the crux of crude oil volatility is a "traffic problem," not supply. Turning to interest rates, he outlines a tentative path forward for the Fed...
Watch on YouTube

AI trade is helping build out the 'next new economy': Strategist
As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Dryden Pence, chief investment...
Watch on YouTube

Dryden Pence on AMZN, GE & URI For a Bright 2026
Dryden Pence thinks the CPI print gives the Fed room to move “more quickly” on rates. He anticipates “a lot of stimulus” coming into the market next year....
Watch on YouTube

Amazon’s stock has room to run, says Pence Capital’s Dryden Pence
Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss Amazon’s stock performance. (Source: CNBC Power Lunch) 12/16/2025 ________________________________________ Disclosure: Pence Capital Management, LLC (“PCM”) is an...
Watch on YouTube

What to make of the market's muted response to US–Iran
Pence Capital Management chief investment officer Dryden Pence joins Market Domination host Josh Lipton to discuss strategic ways to maneuver assets amid global tensions and oil price spikes....
Watch on YouTube

Dryden Pence: Warsh an Adult in the Room for Fed, Likes MSFT, AMZN, GE
Dryden Pence believes fiscal policy, monetary policy, and industrial policy are all aligning to be “highly stimulative going forward.” He thinks the market will continue to climb and...
Watch on YouTube

Oil Market and Energy Impacts due to the Geopolitical Crisis
Dryden Pence discusses the impact the Middle East conflict will have on oil prices, energy markets, and the broader economy. He also shares which equities are on his...
Watch on YouTube

Microsoft entered into an area that is ‘quite attractive’ amid sell-off: Dryden Pence
Dryden Pence, chief investment officer with Pence Capital Management, joins ‘The Claman Countdown’ discussing his stock watchlist, market outlook, and earnings. (Source: Fox Business) 02/04/2026 ________________________________________ Disclosure: Pence...
Watch on YouTube

“This is a Rally of Fundamental Earnings,” says Dryden Pence
Dryden Pence, Chief Investment Officer of Pence Capital Management, joins Morning Moves to discuss the Mag 7, the U.S. Economy, and the Market Forecast for 2026. (Source: Schwab...
Watch on YouTube

Discipline in the Markets & the Defense Companies controlling the Choke Point
Dryden Pence, chief investment officer with Pence Capital Management, joins ‘The Claman Countdown’ on this Veteran’s Day Special to discuss discipline in the military and investing, and the...
Watch on YouTube

Dryden Pence: “The Supply Chain of Artificial Intelligence”
Dryden Pence, chief investment officer with Pence Capital Management, joins ‘The Claman Countdown’ to discuss A.I stocks. (Source: Fox Business) 10/22/2025 ________________________________________ Disclosure: Pence Capital Management, LLC (“PCM”)...
Watch on YouTube

Trump threatens China–US cooking oil trade: Strategist reacts
Dryden Pence, chief investment officer with Pence Capital Management, joins ‘Market Domination Overtime’ to discuss the current market trends. (Source: Yahoo Finance) 10/14/2025 Disclosure: Pence Capital Management, LLC...
Watch on YouTube
1 2 3 4 … 10

How to invest

Pence Capital Management develops investment strategies for distributors and model portfolios for advisors. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

Get in touch