Podcast appearances and mentions of bear markets

This week, the boys fire off about “The Fantastic Four: First Steps” and “Happy Gilmore 2” before heading to 1941! The random year generator spoke, and we chose “The Maltese Falcon” for our featured conversation. This is our second John Huston/Humphrey Bogart collaboration after we discussed “The Treasure of the Sierra Madre” a few weeks ago!  linktr.ee/theloveofcinema - Check out our YouTube page!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro + News; 8:20 Dave's “The Fantastic Four: First Steps” mini-review; 15:42 Jeff & John's “Happy Gilmore 2” mini-review; 25:28 1941 Year in Review; 43:06 Films of 1941: “The Maltese Falcon”; 1:20:05 What You Been Watching?; 1:28:03 Next Week's Episode Teaser Additional Cast/Crew: Mary Astor, Gladys George, Peter Lorre, Barton MacLane, Lee Patrick, Sydney Greenstreet, Ward Bond, Hal B. Wells, Henry Blanke, Matt Shakman, Josh Friedman, Ian Springer, Kat Wood, Stan Lee, Jack Kirby, Pedro Pascal, Vanessa Kirby, Ebon Moss-Bacharach, Joseph Quinn, Ralph Ineson, Julia Garner, Natasha Lyonne, Paul Walter Hauser, Adam Sandler, Ben Stiller, Scottie Scheffler, Jordan Spieth, Post Malone, Margaret Qualley, Steve Buscemi, John Daly, Benny Safdie, Bad Bunny, Haley Joel Osment, Julie Bowen. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Recommendations: The Bear season 4, The Sandman, Stranger Things: The First Shadow on Broadway, KPOP: Demon Hunters, Picnic at Hanging Rock Additional Tags: Peter Weir, Paramount, Poop Cruise, Toronto Mayor Rob Ford, Netflix, Apple Film, Times Square, Formula 1, British Grand Prix at Silverstone, Austrian Grand Prix, Lando Norris, Charles Leclerc, Oscar Piastri, Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), Montana.

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April seem completely forgotten.What is going on and what's most likely to happen from here?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal. He now publishes daily investing commentary on his excellent Haymaker Substack.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #deficit #debt 0:00 - Market Recovery3:01 - The Trump Turnaround10:26 - Debts, Deficits, and Fed Balance Sheet15:37 - Bond Market Breakouts23:16 - Emerging Market Bonds31:03 - Tariffs and Economic Impacts46:56 - Student Loans and Delinquencies52:42 - AI and Productivity58:01 - Crypto and Bitcoin Treasuries:1:10:22 - Investment Recommendations1:21:13 - New Harbor Update_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

This week, Dave is drinking again! United Airlines will do that to you, even after a 6-month hiatus. After a pair of un-stuffy mini-reviews of “Superman” (2025) and “Eddington”, the boys head back to 2003 to discuss the legendary film year. Our featured conversation is a first-time visit to “House of Sand and Fog”, the Sir Ben Kingsley, Jennifer Connelly, and Shohreh Aghdashloo film, directed by Vadim Perelman, shot by Roger Deakens, scored by James Horner, which is a powerhouse drama so powerful it nabbed two acting Oscar nominations. None of those was for Jennifer Connelly, who won for “A Beautiful Mind” the year before. Grab a beer and give us a listen!  linktr.ee/theloveofcinema - Check out our YouTube page!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro + News; 6:01 Dave's “Superman” mini-review; 11:15 John's “Eddington” mini-review; 17:28 Gripes; 25:41 2003 Year in Review; 53:12 Films of 2003: “House of Sand and Fog”; 01:37:35 What You Been Watching?; 01:37:35 Next Week's Episode Teaser Additional Cast/Crew: Ron Eldard, Frances Fisher, Kim Dickens, Jonathan Ahdout, Navi Rawat, Carlos Gomez, Andre Dubus III, Shawn Lawrence Otto.  Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Recommendations: The Intern, The Eternaut, Attack on London: Hunting the 7/7 Bombers, Heads of State, September 5. Additional Tags: Poop Cruise, Toronto Mayor Rob Ford, Netflix, Apple Film, Times Square, Formula 1, British Grand Prix at Silverstone, Austrian Grand Prix, Lando Norris, Charles Leclerc, Oscar Piastri, Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), The Canadian Grand Prix. Montana, 

This week, the boys get trippy with the 1980 psychedelic sci-fi transformation drama “Altered States”, a film so divisive that writer Paddy Chayefsky put his three Oscars in a closet and penned his adaptation of his own novel under a pseudonym. The Ken Russell-directed film introduced the film world to William Hurt and let Bob Balaban keep his beard, and it also unleashed Bigfoot on major metropolises. We also revisit F1: The Movie, give some context to the film year 1980, before engaging in our featured conversation. Grab a beer and give us a listen!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro + News; 6:55 Jeff's mini-reviews of “F1: The Movie”; 18:08 1980 Year in Review; 37:30 Films of 1980: “Altered States”; 1:17:14 What You Been Watching?; 1:24:55 Next Week's Episode Teaser Additional Cast/Crew: Jordan Cronenweth, Blair Brown, Charles Haid.  Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: Poop Cruise, Toronto Mayor Rob Ford, Netflix, Apple Film, Times Square, Formula 1, British Grand Prix at Silverstone, Austrian Grand Prix, Lando Norris, Charles Leclerc, Oscar Piastri, Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), Your Friends and Neighbors, The Canadian Grand Prix.

Will market volatility persist through the rest of 2025? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Derek Moore looks at some data showing that buying markets at all-time highs isn't so bad. Plus, after years of listening to how the dollar has lost 90% of its value or more, let's set the record straight about whether this is a fallacy or truth. You might be surprised by the data. Then, examine the volatility and drawdowns of gold prices. Yeah, they drawdown more than you'd have thought. Oh, and going long the F1 Movie!   Comparing drawdowns in Gold, S&P 500 index, and 5-Year Treasuries over the last 18 years How to calculate the loss in purchasing power of the U.S. Dollar Inflation adjusted returns across 3-Month Treasury Bills, S&P 500 Index, and Gold Comparing putting your money under a mattress vs storing it in 3-month T-bills Why the dollar has lost almost all its value over time is a lazy statement Stock market returns after it reaches an all-time high Time to recover in the S&P 500 Index post a decline of -19% or more   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com       

This week, the boys go treasure hunting with John Huston's 1948 masterpiece “The Treasure of the Sierra Madre”. Dave and Jeff hadn't seen it before, John has seen it several times because he's a fancy film school nerd bro, so we grab a few whiskeys and beers and talk about it! We also catch up on the California tax credit news for film and entertainment, John gives some spoiler-free mini-reviews of “28 Years Later” and “F1”, and we fill you in on all the happenings of 1948 to add context to our feature conversation, which may help you understand why the movie was not a financial hit… at first. Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro + News; 10:02 John's mini-reviews of “28 Years Later” and “F1”; 16:14 Gripes; 17:30 1948 Year in Review; 35:28 Films of 1948: “The Treasure of the Sierra Madre”; 1:13:13 What You Been Watching?; 1:20:27 Next Week's Episode Teaser Additional Cast/Crew: John Huston, Walter Huston, Humphrey Bogart, Tim Holt, B. Travern, Brube Bennett, Alfonso Bedoya, Jose Torvay, Barton MacLane, Jodie Comer, Aaron Taylor-Johnson, Ralph Fiennes, Cillian Murphy, Danny Boyle, Alex Garland, Anthony Dodd Mantle, Joseph Kosinski, Ehren Kruger, Brad Pitt, Damson Idris, Javier Bardem, Kerry Condon, Tobias Menzies, Lewis Hamilton. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: Bogie, Gold, California Tax Incentive, Italy, Tuscany, Cheese, Bread, Wine Tasting, Chianti, Rosé, There Will Be Blood, Paul Thomas Anderson, Poop Cruise, Toronto Mayor Rob Ford, Netflix, Apple Film, Times Square, Formula 1, British Grand Prix at Silverstone, Austrian Grand Prix, Lando Norris, Charles Leclerc, Oscar Piastri, Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), Your Friends and Neighbors, The Canadian Grand Prix.  

This week, we're excited to share with our community a bonus episode from PERMISSIONLESS IV, which just took place this past week in Brooklyn, NY. This is a Fireside Chat with Yano and Konstantin Richter of Blockdaemon and it brings all the alpha for builders and investors in the space! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Konstantin - https://x.com/konstantin11 Follow Jason - https://x.com/jasonyanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- CHAPTERS 00:25 - Intro01:00 - Operating In Crypto Throughout The Years02:50 - Navigating Narratives05:09 - Blockdaemon's Business Model08:49 - Balancing Where Industry Is Today VS Tomorrow12:49 - IPO Strategies For Blockdaemon17:35 - Institutional Outlook Over Next 12 Months 21:20 - US As Crypto World Leader -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Trevor Hall takes the host seat of the Power Current podcast to interview Paul Lusty, Head of Battery Raw Materials at Fastmarkets. This conversation delves into the future projections of the lithium market, exploring the dynamics of supply and demand, the role of renewable energy, and the importance of other battery raw materials like cobalt and manganese. The discussion highlights the challenges and opportunities within the industry, emphasizing the need for supply discipline and the impact of external factors on market trends.

“The structural underpinnings of the market are actually quite weak,” warns David Lundgren, “We call it the perfect storm.” He explains why, looking at trends and market breadth. “There is a massive disconnect” in the S&P 500, he argues, comparing it to a shell game and saying we've been in a bear market “since 2021.”======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Guest William Jeter, a chartered financial analyst with Abacus Planning Group, explains what you can do to prepare for the next bear market.

This week, the boys discuss the remarkable film year of 1953, the events that transpired around the world in that year, and Fritz Lang's “The Big Heat”. Perhaps an early trailblazer of the detective-with-a-personal-vendetta genre (is it a film noir???), this fascinating film led to a productive conversation! We drank a bit this week, too. Grab a cold one and listen or watch on YouTube! Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro;  4:43 Gripes; 16:27 1953 Year in Review; 48:03 Films of 1953: “The Big Heat”; 1:27:43 What You Been Watching?; 1:34:18 Jeff's second gripe, 1:42:34 Next Episode Teaser Additional Cast/Crew: Glenn Ford, Gloria Grahame, Jocelyn Brando, Alexander Scourby, Lee Marvin, Jeanette Nolan, Peter Whitney, Sydney Boehm, William P. McGivern, Robert Arthur, Charles Lang. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), Your Friends and Neighbors, The Canadian Grand Prix.  

On this week's Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It's a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

We received lots of email traffic over the weekend about the "next shoe to drop" in the markets: This is NOT a bear market rally. Yes, we had a correction; that correction is now over. Taking a longer view of market action (think: weekly vs daily), we get a better sense of what is going on. We're seeing a lot of improvement from where we were just a couple of months ago. The correction worked off a lot of the over bought conditions. And on a weekly basis, a buy-signal has been triggered. We are now seeing rising relative strength. We will see a correction sometime this summer; it's just a matter of time. That would provide another buying opportunity to add exposure to equities. For investors, the upside potential for the markets outweighs the downside. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=15oEA1pEwQE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BearMarketRally #MarketCorrection #BuySignal #RisingRelativeStrength #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Technical analyst Willie Delwiche, the founder of Hi Mount Research, says that "New highs are the most bullish thing that stocks can do," and he says investors need to see a return to record-high levels for proof that the current rebound is more than just a bear-market rally. He expects the market to be held hostage by headlines and range-bound — bouncing between the market's February peak and the April post-tariff-announcement lows — until there is some clarity on tariffs, interest rates and more. He expects large-cap growth stocks to keep leading the way domestically, and says that the international rally has room to continue because money has been rotating away from U.S. assets toward more global positions. Michael Grant, co-chief investment officer at Calamos Investments — co-manager of the Calamos Long/Short Equity & Dynamic Income Trust — says that current market conditions have made it that bonds are no longer a natural working hedge for market downturns, with downside risk that can be worse than what stocks are facing. Eric Lutton, co-chief investment officer at Sound Income Strategies — manager of the Sound Enhanced Fixed Income ETF — talks business-development companies, real estate investment trusts and more in the Market Call.

Today I've got a lot to share: my recent trip to Western, new educational tables from Daryl Bahls, a must-read article by Ben Carlson, a fantastic free resource called Rebel Finance, and some takeaways from the latest Bogleheads meeting. Last week, I spent two full days at Western, meeting with students, faculty, and staff. I gave presentations to graduating seniors, a personal finance class, and the Financial Management Association Club. These students were eager to learn about building a strong financial future, and it was inspiring to see so much enthusiasm.To get students excited, I sponsored a $1,000 drawing—no strings attached. If the winner wanted, I offered to personally help them set up a Roth IRA and invest the money for long-term growth. The goal was to show how even a single investment can grow over a lifetime.That brings me to two new tables created by Daryl Bahls. These tables make the power of compound growth real. The first table shows what happens if you invest $1,000 at age 22 in a Roth IRA and let it grow at 8%, 10%, or 12% annually. At 8%, that $1,000 could become $30,000 after 45 years—and even more when you factor in distributions and inheritance. At 12%, the total benefit can reach over $3 million! The second table looks at saving $100 a month for 45 years. With steady returns, this strategy can result in a retirement nest egg of hundreds of thousands—even millions—of dollars, plus generational wealth for your heirs.A key lesson: with lump sum investing, the sequence of returns doesn't matter much. But with regular monthly investing, buying more shares when prices are low can significantly boost your long-term results. This is especially true in volatile markets like small-cap value stocks.Of course, many people face hurdles getting started—thinking it's too complex, not having enough money, or fearing loss. My advice is: start small, stay consistent, and use the resources available to you.Speaking of resources, I want to highlight Rebel Finance, a free 10-week course led by Alan and Katie, a couple who retired early and now teach others how to manage money and invest. Their sessions are interactive, practical, and archived on YouTube. If you—or someone you know—needs a supportive, step-by-step introduction to personal finance, Rebel Finance is a fantastic place to start.I want to highlight the Merriman Financial Literacy Program at Western. This initiative is close to my heart and is designed to give every student—regardless of their background—the tools and knowledge they need to make smart financial decisions for life. Thanks to the program, all graduating students at Western receive free access to iGrad, a comprehensive suite of financial education tools and courses. I also want to mention Ben Carlson's article, “On the Inevitability of Bear Markets.” Carlson shows that bear markets are unavoidable—there's a 77% chance you'll experience one in any 5-year period, and a 95% chance over 10 years. But the longer you stay invested, the greater your odds for positive returns. Historically, holding the S&P 500 for 20 years has always resulted in gains.Finally, I had the pleasure of attending a Bogleheads local chapter dinner. It was inspiring to meet others interested in index investing and financial education. We shared ideas, discussed financial planning tools, and talked about helping our families build wealth. I'll also be speaking at the Bogleheads Conference in October—check the show notes for details.Before I sign off, a quick note: AI is changing how we learn and teach about investing. I'm using it to organize my thoughts and create better presentations. If you have thoughts or experiences using AI in your financial journey, I'd love to hear from you.Thank you for listening! If you found today's episode helpful, please like, subscribe, and share it with someone who could benefit. Your support helps us reach more people and make a bigger impact. Good fortune, and happy investing!

This week, the boys head back to 2007 to spin another Roger Deakins film, “No Country For Old Men”, currently streaming on Paramount+. While other shows have covered the film, we shoot from the hip and discuss how it felt to re-watch it and what it means to us. F those other stuffy critic narcs. The cinematographer from Dave's homeland had a helluva a year with three award-winning films, this one winning Best Picture at the Oscars, and cementing the Coen Brothers as industry elites, much to their Chigurh (that's a movie joke). Yeah, it beat “There Will Be Blood”. We talk about it a bit. John also opens with his “MI” and “Friendship” takes. Grab a beer and hear our thoughts. Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro; 4:29 John's mini-review of “MI: The Final Reckoning” and “Friendship”; 14:52 Gripes; 17:47 2007 Year in Review; 38:52 Films of 2007: “No Country For Old Men”; 1:38:52 What You Been Watching?; 1:47:34 Next Episode Teaser Additional Cast/Crew: Tommy Lee Jones, Josh Brolin, Javier Bardem, Roger Deakins, Joel Coen, Ethan Coen, Kelly Macdonald, Woody Harrelson, Stephen Root, Barry Corbin, Tess Harper, Gerret Dillahunt, Gene Jones, Scott Rudin, Paul Rudd, Tim Robinson, Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, PEN15, Tom Cruise, The Monuments Men, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Fuhrermuseum, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Wicked, All Quiet on the Western Front, Wicked, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics) 


In the latest Market Signals podcast, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, and LPL Research's Chief Technical Strategist, Adam Turnquist, discuss recent market performance, the technical setup for the S&P 500, and upcoming earnings. Tracking: #745392

This week, the boys pull up their dacks, lace up their blunnies, pull over their cardies, eat a bikkie, grab a tinny, and lob in for the Ridgy Didge himself, Baz Luhrmann's first feature film, “Strictly Ballroom”. This isn't any ear bashing- we loved it! It made us three happy little Vegemites. After Jeff gives a quick mini-review of “Mission: Impossible— The Final Reckoning”, our native Aussie and gutless wonder, Dave, knackered from a good hissy at his lappy, guides us through this absolute hooley dooley. Don't be a drongo- grab a coldie and listen- you'll be doing the bogo pogo in a jiff!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro; 6:27 Jeff's mini-review of Mission: Impossible — The Final Reckoning; 11:29 Gripes; 15:01 1992 Year in Review; 39:02 Films of 1992: Strictly Ballroom; 1:21:26 What You Been Watching?; 1:28:53 Next Episode Teaser Additional Cast/Crew: Paul Mercurio, Tara Morice, Craig Pearce, Bill Hunter, Pat Thompson, Gia Carides, Peter Whitford, Barry Otto, Sonia Kruger, Tom Cruise, Hayley Atwell, Simon Pegg, Ving Rhames, Pom Klementieff, Esai Morales, Holt McCalleny, Janet McTeer, Nick Offerman, Shea Whigham, Tramell Tillman, Angela Bassett, Mark Gatiss, Rolf Saxon, Greg Tarzan Davis. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, The Monuments Men, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Fuhrermuseum, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Wicked, All Quiet on the Western Front, Wicked, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics)    

Wall Street is loudly wondering: was the drop in March-April simply a correction in an otherwise intact bull market?Or...was the recovery in May a bear market rally, one now poised to roll over?When markets are as volatile and the macro outlook as uncertain as we've seen in the past few months, turning to the data & navigating by what it's telling us is often highly useful.Which is why we're fortunate to have one of the best technical analysts in the industry, Tom McClellan, joining us today to share his latest interpretation of the current market action.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bullmarket #bearmarket #technicalanalysis _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. Weston weighs in on some of the most critical issues facing investors right now.Here are the topics on the podcast with Tom Cock and Don McDonald-0:53 Weston Wellington on volatility and market uncertainty2:47 Why volatility is the “price we pay to play”3:32 The media's role in investor anxiety4:57 Should investors act on daily financial advice?6:15 Portfolio changes should reflect personal changes, not headlines7:24 Spam vs. Motorola: A lesson in stock picking9:44 Dimensional's stance on individual stock ownership10:02 Diversification as “the closest thing to a free lunch”11:07 Are alternative investments the new magic bullet?12:43 Mutual funds vs. ETFs—what works best and when15:27 Industry evolution: from 8% loads to indexing dominance18:29 Where Dimensional fits in the modern fund landscape21:01 AI vs. “aggregated intelligence” in managing portfolios24:04 How regular people can find real financial advice25:34 The key to success: Temperament, not timing26:44 Weston's side gig as a roving birthday singer27:58 Why Weston hasn't been invited lately (and he's lonely)Next, Paul highlights a recent article by another Truth Teller, Ben Carlson. In “60/40 Portfolio Corrections, Bear Markets and Recoveries,” Ben breaks down the differences in returns during bear markets and the bounce-back that follows. Inspired by this, Paul explores a question that doesn't get much attention: What's the impact on a portfolio when you apply a 4% fixed withdrawal rate to the nine Sound Investing equity portfolios, each with a 60/40 equity-to-fixed income split? The results may surprise you!Paul notes there's more to come on this topic, as these findings could have a real impact on how investors choose their retirement portfolios.As promised, here are the links to the Sound Investing Portfolios:50% U.S. / 50% International70% U.S. / 30% International

The boys head to Japan this week to discuss Akira Kurosawa's “Yojimbo”. Starring Toshiro Mifune, the film is considered one of the most influential movies of all time. It's so influential that an entire series of westerns ripped it off so good they couldn't be released in the US for years due to threats of lawsuits. Anyway, this film is awesome, but did the boys think it stands up to the other Kurosawa greats? Grab a beer and tune in!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro; 8:56 “Sinners” follow-up; 14:30 Gripes; 21:31 1961 Year in Review; 45:26 Films of 1961: “Yojimbo”; 1:30:53 What You Been Watching?; 1:38:58 Next Week's Movie Announcement Additional Cast/Crew: Toshiro Mifune, Tatsuya Nakadai, Fukuzo Koizumi, Takao Saito, Daisuke Katō, Masaru Sato, Kazuo Miyagawa, Akira Kurosawa.  Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: France, The War of 1812, Napoleon, Russia, Russian History, Aristocracy, Dueling, Swans, Ducks, Chickens, Generals, Mean Streets, Taxi Driver, Black Mirror, Slow Horses, The First Look, Ben Mendelsohn, French Accents, The Monuments Men, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Fuhrermuseum, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Wicked, All Quiet on the Western Front, Wicked, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.  

After Dave treats us to a “Thunderbolts*” mini-review and John discusses “The Accountant 2”, the boys dive into the year 1934 to discuss “The Thin Man”, a film so successful and unique it spawned FIVE sequels and made a dog one of the most famous dogs in cinema history. Written by a husband-and-wife team, “The Thin Man” is a detective “pseudo-comedy” whodunit with tension, laughs, fun, mystery, and intrigue, all done by some stellar characters. Grab a beer and join us for a ride! Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro; 6:50 Tariffs & Incenstives; 19:38 Dave's “Thunderbolts*” mini-review; 22:28 John's “The Accountant 2” mini-review; 27:27 Gripes; 32:12 1934 Year in Review; 54:33 Films of 1934: “The Thin Man”; 1:27:19 What You Been Watching?; 1:32:58 Next Week's Movie Announcement Additional Cast/Crew: William Powell, Myrna, Maureen O'Sullivan, Nat Pendleton, W.S. Van Dyke, Albert Hackett, Frances Goodrich, Dashiell Hammett, James Wong Howe, Florence Pugh, Sebastian Stan, Julia Louis-Dreyfus, Lewis Pullman, David Harbour, Wyatt Russell, Hannah John-Kamen, Jake Schreier, Stan Lee, Ben Affleck, Jon Bernthal, J.K. Simmons, Cynthia Addai-Robinson, Daniella Pineda, Gavin O'Connor, Bill Dubuque. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Additional Tags: The New Avengers, Iron Man, Marvel, MCU, The Suicide Squad, New Mutants, France, The War of 1812, Napoleon, Russia, Russian History, Aristocracy, Dueling, Swans, Ducks, Chickens, Generals, Mean Streets, Taxi Driver, Black Mirror, Slow Horses, The First Look, Ben Mendelsohn, French Accents, The Monuments Men, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Fuhrermuseum, Nazis, WWII movies, WWI Shows, Plastic ExplosivesThe Crusades, Swedish Art, Knights, Death, MGM, Amazon Prime, Marvel, Sony, Wicked, All Quiet on the Western Front, Wicked, Conclave, Here, Venom: The Last Dance, Casablanca, The Wizard of Oz, Oscars, Academy Awards, BFI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir.   

"You can make the case that we could hit all-time highs in the next couple of weeks," says Kevin Green. He says it's in the conversation if bulls pass and hold the 5,900 SPX resistance level. He urges investors to keep an eye on breakout potentials in the energy sector, highlighting Peabody Energy (BTU) as an example.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

It's Lance Roberts' 60th birthday, and the birthday faery made an early visit to the studio. Markets will be boosted today by news of an agreement between the US and China over tariffs. Is the recent market rebound a sign of recovery—or just a classic bear market trap? Lance Roberts breaks down what defines a bear market rally, why investors often get whipsawed by false hope, and how to position your portfolio amid short-term optimism and long-term uncertainty. With earnings season in full swing and rate cuts still in question, we'll explore whether this bounce has legs or is setting up for another leg lower. Lance is looking for a classic truck and has his eye on a '71 International Scout; interestingly, commentary on valuations, and the prices people are willing to pay. A history lesson on market corrections, recessions, and bottoms (with charts); why it's important to not ignore bear market signs. SEG-1: 60th Birthday, Mother's Day & Bear Market Rally SEG-2a: Bidding on a '71 Scout SEG-2b: Valuations Are What People Are Willing to Pay SEG-3: Bear Market Rallies and Market Bottoms SEG-4: Do Not Ignore Bear Market Signs Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=uTZmVaVMzpg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mention in this show: "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "S5-12-25 Do You Want to Make Some Money?" is here: https://www.youtube.com/watch?v=ngmFyV6B9TY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Tax Reform Stall?" and "Money Advice for Single Moms on Mother's Day:" https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s Watch the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #RayDaleo #JohnHuntsman #PEterSchiff #InvestingAdvice #Money #Investing

It's Lance Roberts' 60th birthday, and the birthday faery made an early visit to the studio. Markets will be boosted today by news of an agreement between the US and China over tariffs. Is the recent market rebound a sign of recovery—or just a classic bear market trap?  Lance Roberts breaks down what defines a bear market rally, why investors often get whipsawed by false hope, and how to position your portfolio amid short-term optimism and long-term uncertainty. With earnings season in full swing and rate cuts still in question, we'll explore whether this bounce has legs or is setting up for another leg lower. Lance is looking for a classic truck and has his eye on a '71 International Scout; interestingly, commentary on valuations, and the prices people are willing to pay. A history lesson on market corrections, recessions, and bottoms (with charts); why it's important to not ignore bear market signs. SEG-1: 60th Birthday, Mother's Day & Bear Market Rally SEG-2a: Bidding on a '71 Scout SEG-2b: Valuations Are What People Are Willing to Pay SEG-3: Bear Market Rallies and Market Bottoms SEG-4: Do Not Ignore Bear Market Signs Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=uTZmVaVMzpg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mention in this show: "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "S5-12-25 Do You Want to Make Some Money?" is here:  https://www.youtube.com/watch?v=ngmFyV6B9TY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Tax Reform Stall?" and "Money Advice for Single Moms on Mother's Day:" https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s Watch the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #RayDaleo #JohnHuntsman #PEterSchiff #InvestingAdvice #Money #Investing

In Episode 12 of the Two Blokes Trading Podcast, veteran trader Chris Tubby shares insights from over 50 years in the financial markets, explaining why bear markets are his favorite playground.From trading cocoa on chalkboards in the 1970s to calling the 2020 crash ahead of time, Chris has traded through every type of market and technological shift. In this episode, he unpacks his personal strategy for thriving in market downturns, explains how to build consistency through smart risk management, and offers guidance on trading psychology for both new and experienced traders.Listeners will learn why most retail traders fail, how to build emotional resilience, and how to manage positions during volatility. Chris also covers his views on global macro risks, including tariffs, inflation, and debt, and explains how these forces could shape the next potential crash.For traders seeking to improve, this episode provides a rare and unfiltered perspective from someone who has truly seen it all. Chris also shares details of his flagship Master Trading eBook, mentorship programs, and an exclusive 20% discount for Two Blokes Trading listeners.What You'll Learn in This Episode :This episode offers practical, experience-based insights that go far beyond technical setups. Chris Tubby explains how traders can build an edge by embracing rather than fearing bear markets. He outlines his core framework for risk control, including setting daily loss limits, trade journaling, and developing emotional detachment from trades.Listeners will discover the psychological traps that derail retail traders, the crucial difference between demo and live trading, and how asset class rotation helps identify a trader's ideal market. Chris also explores real-world scenarios from the commodity booms of the past to macroeconomic volatility driven by tariffs, inflation, and geopolitical tension.Chris explains why he prefers futures over CFDs, the tools he uses for timing (including pivot points and Fibonacci), and how he applies multi-chart setups like candlestick, Heiken Ashi, and point-and-figure analysis. He also shares a structured approach to entering and exiting trades in zones, scaling in and out, and managing stop-loss placement during market swings.With decades of experience and a direct, no-hype teaching style, Chris provides a high-value session ideal for serious traders looking to level up. He also offers a 20% discount on his 750-page Master Trading eBook and mentoring programs by using code 2BT25 before the end of August.

The Federal Reserve is in play this week - investors are also watching for signs of a potential trade deal. But our guest today is striking a more cautionary tone. Jim Welsh, Macro Strategist and Portfolio Manager at MacroTides.com, joins us to discuss the risk of a looming secular bear market—one that could disrupt investment strategies that have worked for decades. Follow Jim Welsh on Twitter @JimWelshMacro and his website MacroTides.com Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 6th Goldman Podcast: https://tinyurl.com/5fyeztbz Use promo code FM25 Fast Money Live: https://www.cnbcevents.com/fast-money-live-june-2025/ --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Post - https://bahnsen.co/4jB7wxX Market Movements, Bear Market Rallies, and the Bond Yield Curve | Dividend Cafe Weekly Market Commentary In this episode, David discusses the latest market movements, including the DOW, S&P, and NASDAQ performance, and explores the concept of technical analysis with skepticism. He delves into the ongoing debate about bear market rallies, highlights public policy updates from the Trump administration, and provides insights into the bond yield curve. Touching on various economic data points, including job creation and housing market trends, David offers his perspectives on dividend growth investing in range-bound markets. For more detailed analysis and additional resources, visit DividendCafe.com. 00:00 Introduction to Dividend Cafe 00:56 Market Overview and Analysis 01:52 Technical Analysis Skepticism 03:21 Understanding Market Labels 07:10 Bond Market Insights 10:27 Public Policy Updates 14:18 Housing and Mortgage Rates 15:47 Conclusion and Disclaimers Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Crude oil is clearly in a bear market, argues Simon Lack. He contrasts OPEC+ announcing a production hike even as supply goes up around the world with many expecting that oil demand will plateau. He thinks energy demand is rising in less developed nations to offset lowered demand elsewhere. His stock picks include Oneok (OKE), Cheniere (LNG), and NextDecade (NEXT).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Derek Moore talks through what caused the negative GDP number and compares it to 2022 Q1's more negative print. Hint, it's those darn imports and exports. Should you sell in May and go away? Plus, whether the Fed may do anything at the May meeting. Unemployment was ok while inflation hasn't gone back up so why won't they cut? What happens 1-year later after an almost bear market (less than -20% drawdown)? All that plus some volatility talk.   Components of GDP Net exports calculation When markets have a near bear market how much on average is the market higher 1-year later? What is an almost bear market? Unemployment review after Friday's release Will the Fed cut rates at the May meeting? Scott Bessent says the 2-year treasury is telling the Fed to cut Comparing various CPI inflation rates in March AAII investors still mega bearish Barrons polls market people who are most bearish in 30 years Is the Barrons cover a contrarian signal? Why the Fed didn't end inflation in 2022, and their rate increases didn't do anything Sell in May and go away? Best historical time periods for returns     Mentioned in this Episode   Scott Bessent US Treasury Secretary says the Fed needs to cut https://finance.yahoo.com/news/treasury-secretary-scott-bessent-says-225359048.html   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com   

In this episode of the 'Money Meets Medicine' podcast, hosts Dr. Jimmy Turner and Justin Harvey discuss strategies for managing personal finances during market downturns, specifically focusing on the impact of recent tariffs imposed by Trump in April 2025. They emphasize the importance of having a solid investment plan and understanding market history to mitigate psychological stress during volatile periods. The conversation covers the importance of diversification, the benefits of tax loss harvesting, and how to handle significant cash reserves during market dips. Wanting to get started on your financial journey? Download a free copy of The Physician Philosopher's Guide to Personal Finance: https://moneymeetsmedicine.com/freebookLooking to get own-occupation disability insurance from a source you can trust? Get a quote at https://moneymeetsmedicine.com/disabilityRolling returning averages for the S&P 500: https://www.advisorpedia.com/chart-center/time-in-the-market-not-timing-the-market/ 

Apr 25, 2025 – Is the recent stock market rally the start of something bigger—or just another bear market bounce? Tom McClellan of McClellan Financial Publications joins Jim Puplava to break down why he sees the current market as a prolonged bear...

Have the bulls made the case that a bottom is in or is this still a typical sharp but fleeting bear-market bounce? We discuss with 3Fourteen's Warren Pies, JP Morgan Asset Management's Stephanie Aliaga and Truist's Keith Lerner. Plus, the “Dean of Valuation” Aswath Damadoran from NYU tells us how he is navigating the tech trade this earnings season. And, Alger's Ankur Crawford weighs in on the semi space and AI arms race. 

Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively. Explore strategies like layering for early retirement and understand the implications of drawing down your TSP defined contribution plan. Examine rebalancing your taxable brokerage account, including ETFs and mutual funds, and learn the rules for rebalancing your Roth IRA. Fine-tune your Roth IRA allocation for long-term growth, considering factors like pension plans and risk tolerance. Understand investment benchmarks and how to accurately assess your portfolio's performance. Zooming out to view a longer time horizon typically provides more perspective than comparing everything to your own market high watermark. Compare maximizing your Social Security savings for short-term growth and with the benefits of optimizing based on your specific needs and stress points. Evaluate the role of home equity in your retirement planning and its impact on withdrawal strategies. Does equity count? The answer may be both yes and no. Strategize about moving funds from a 457B to a Roth IRA as you approach retirement, and carefully consider the tax implications. It's usually about taxes today vs. taxes tomorrow. Tune in to the Retire Sooner podcast with Wes Moss and Christa DiBiase for essential insights on these and other crucial retirement topics and send us your questions at https://www.yourwealth.com/contact/schedule-appointment/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Generative AI is transforming finance by enhancing budgeting, financial planning, education, literacy games, and debt negotiation simulations. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Five Essential Applications of Generative AI in Finance, VUCP - Vanguard USD Corporate Bond UCITS ETF, Dentists and Private Equity Firms, Tariffs and China, TDOC - Teladoc Health Inc., ZM - Zoom Communications Inc., AA - Alcoa Corp., What is a Bear Market.Advertising Inquiries: https://redcircle.com/brands

In this episode, Scott Becker reflects on the differences between bull and bear markets, recessions and depressions.

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

Apr 11, 2025 – This week on Smart Macro, Chris Puplava delves into the markets' volatile landscape and the signals pointing to a potential near-term bottom. Chris explains how credit markets, often more reliable than equities, are stabilizing...

After President Donald Trump's launched his “Liberation Day” tariff agenda, the tech-heavy Nasdaq Composite stock index suffered its biggest plunge since March 2020. The so-called Magnificent 7 — Nvidia, Apple, Meta, Amazon, Google, Microsoft and Tesla — lost a combined $1.8 trillion of market value in two days. The tariff-induced downturn in business conditions is likely to be temporary, according to Daniel Newman, CEO and chief analyst at the Futurum Group, a tech research and advisory firm. Newman told Marketplace's Meghan McCarty Carino that tech consumers might feel more of the pain, but not much can stop corporate AI adoption and the data center buildout.

After President Donald Trump's launched his “Liberation Day” tariff agenda, the tech-heavy Nasdaq Composite stock index suffered its biggest plunge since March 2020. The so-called Magnificent 7 — Nvidia, Apple, Meta, Amazon, Google, Microsoft and Tesla — lost a combined $1.8 trillion of market value in two days. The tariff-induced downturn in business conditions is likely to be temporary, according to Daniel Newman, CEO and chief analyst at the Futurum Group, a tech research and advisory firm. Newman told Marketplace's Meghan McCarty Carino that tech consumers might feel more of the pain, but not much can stop corporate AI adoption and the data center buildout.

Subscriber-only episodeSend us a textFriendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableFriendly Bear DiscordJoin The Friendly Bear Discord (message a mod for trade floor channel access)David's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Dilution TrackerClick the link and get 10% off of Dilution TrackerCobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformAskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsFlash ResearchUse coupon code FB15 for 15% off Premium. Find your edge with the best stock analyzer Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

The market just took a nosedive, and tariffs announced by President Trump are at the center of it all. In this episode, Nicole breaks down how those tariffs rattled the global economy, what that means for prices and industries here at home, and—most importantly—what you can do to protect your hard-earned money. She'll share why she's still bullish on the long-term market outlook, how to take advantage of the dip, and the funds worth watching if you're creating a portfolio built to last. 00:20 Understanding the Market Crash 01:12 Impact of Tariffs on the Market 04:06 Investment Strategies During a Downturn 07:39 Recommended Funds to Research 09:29 Final Tips

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Mike DiBiase back to the show. Mike is the editor of Stansberry's Credit Opportunities and senior analyst for Stansberry's Investment Advisory.  Mike kicks off the episode by discussing the rampant fear in the stock market today. He notes that this fear is not yet reflected in the credit market, which is a "mistake," as credit investors should be more concerned. Mike then talks about the lack of good high-yield bonds out there, corporate bankruptcies being on the rise, the worrying number of zombie companies, the Starbucks recession indicator, consumer confidence hitting a 12-year low, and why he believes things are "not going to end well" for the economy. (1:40) Next, Mike examines the budget-deficit problem and the market's expectation that the government will always bail it out. He highlights the fact that the U.S. has been printing money at an above-average rate the past year and says he believes inflation will spike once more as a result. All of this is part of the "new world" that investors will need to learn to navigate, including permanently higher interest rates, bonds being a better choice than stocks, and an inevitable credit crisis similar to the one from 2008. (21:32) Finally, Mike explains the economic difference between tariffs and inflation, how investors can "make a killing" from what's about to happen, and the many advantages corporate bonds have over stocks – such as it being easier to spot a bottom with bonds. He says he's waiting until credit spreads surpass 1,000 basis points, and then he will deploy his strategy of finding the best bonds out there with the lowest risk of defaulting. (40:22)