Podcasts about bearish

Today, a thorough look at the commodity space, especially crude oil as hopes for relief from geopolitical tensions fade and how it may be weighing on broader risk sentiment. With Saxo Head of Commodity Strategy Ole Hansen, we also take a look at copper market dynamics and grain and soft developments as geopolitical and El Niño risks weigh. We also sift through broader equity market dynamics and the risks that we are heading into a bearish correction here. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Coverage of Cerebras' latest chip and claims of huge potential advances in inference computing efficiency. As well, WSJ covers a new semiconductor startup Etched, which shows that technical disruption risks in the AI compute hardware space are significant.  Polemic Paine with a thorough look at factors that have him concerned we face a significant equity market correction in the US. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Former OMB Director Mitch Daniels on the Trump administration's fiscal policy fight. Five-star fund manager Matt McLennan says despite the rising bond risks, investors should broaden their holdings, rather than get bearish. Plus, why Stripe could stay private for the long-term.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Justin Nielsen and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are consolidating after their recent surge, but the underlying trend remains bullish. Momentum is on a buy signal, moving averages are rising, earnings remain strong, credit spreads are tight, and liquidity continues to support stocks. From tariffs and geopolitical conflicts to recession fears, bearish narratives have repeatedly challenged investors over the past five years. Yet staying out of the market because of scary headlines has been costly. Lance Roberts explains why earnings, liquidity, credit conditions, and market trends matter more than predictions, and why investors should focus on the data rather than the narrative. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/ygeDd0d0XF8 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- 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/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement

There was a maritime incident reported in Bab al-Mandab, with Fars reporting that a Saudi ship was reportedly targeted by the Yemeni army.Separately, the UKMTO has received a report of an incident involving a tanker and military forces in the Gulf of Oman.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure.US equity futures are muted while European bourses fall on higher energy prices (Brent +2.2%).Fixed income benchmarks fall but on low volumes ahead of US CPI on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Supply from the US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Bearish weather keeps row crops underpinned. Wheat trade hasn't yet considered the global supply issues resulting from war broken logistics in the Black Sea. Cattle futures fell with profit taking and some weather factors as well. Mike Zuzulo with Global Commodity Analytics recaps today's trade.

Chuck Todd and Chris Cillizza burn the midnight oil for a rare Wednesday drop, breaking down a Michigan Senate primary that became the most expensive Democratic Senate primary contest in U.S. history and a genuine proxy war over the party's future. With Abdul El-Sayed leading Haley Stevens by a far narrower margin than the polling suggested, the guys unpack why Michigan is so hard to poll, why Black voters are routinely under-sampled in primary surveys, and what it says that the Whitmer-and-labor-backed machine kept this close — a double-digit El-Sayed win, Chuck argues, would have been a genuine indictment of the establishment. They then game out the general: why Republicans will now dump money into Michigan they'd never have spent against Stevens, why an Islamophobic campaign against El-Sayed could backfire spectacularly, and why the stakes for the progressive movement in 2028 are enormous either way. Plus: how the county-by-county map becomes a strategic document for every 2028 campaign now that Michigan sits in the early window. From there they widen the lens to the sleeper races nobody's watching — Kansas, where megachurch pastor Adam Hamilton emerged from a crowded Democratic field and will face Republican incumbent Roger Marshall in November, plus South Dakota, Nebraska, and Iowa, where tariffs, deportations, and the ag economy have made supposedly safe seats interesting. They dig into the ugly Max Miller saga in Ohio ahead of the ballot deadline, why Trump's refusal to push him out is grimly consistent, and the human cost to a family caught in the middle. Then it's a bracing riff on whether Trump actually wants any Republican not named Trump to win in 2028, bearish takes on Gavin Newsom and Kamala Harris, a Chuck rant about why abolishing the Senate and packing the Court is magical thinking, and a closing lament about the Nats' fire sale. Timeline: (Timestamps may vary based on advertisements) 00:00 A swing state picks its most liberal Senate nominee ever 00:41 Why Michigan polling is almost always wrong 00:59 The under-polled Black vote and why this race stayed close 01:48 Stevens had the machine — labor, Whitmer, and Wayne County 02:11 Double-digit El-Sayed win is an indictment of the establishment 03:18 The Bernie problem 05:18 Republicans will now spend far more against El-Sayed 05:44 Big money got rejected 06:29 Mike Rogers has never been a great fundraiser 07:16 This is now the only real Republican pickup opportunity 08:16 Maine goes regional — and why Collins is in big trouble 09:20 A loss is a body blow to the progressive movement 13:57 Why they held the episode until Wednesday 14:22 To Kansas: Adam Hamilton, wins the Democratic primary 15:15 Cook moves the race to Likely Republican 16:36 School funding, Johnson County & the issue also lifting Rob Sand 17:49 From anti-Brownback coalition to an actual Democratic Party 18:35 Why South Dakota, Iowa, Nebraska, and Kansas are all suddenly live 19:16 Is MAGA angry enough at Thune to punish Rounds? 20:13 Tariffs and deportations have hammered the ag economy 20:38 Nebraska's hard ceiling vs. Kansas's higher ceiling 22:26 Which is closer in November — Kansas or Nebraska? 23:29 Why the Islamophobia play could backfire 24:29 Republicans' $300M advantage and where they'll actually spend it 27:27 Governing wing vs. movement wing 28:02 Why AOC engaged in Michigan but never for Graham Platner 29:03 The nationalization test: Talarico-Paxton or El-Sayed-Rogers? 32:41 The Max Miller deadline 33:38 Why the orchestrated exit didn't happen 34:00 Bernie Moreno, his daughter, and the family at the center of it 36:31 Why this is arguably bigger than the Platner story 38:52 Trump doesn't close the deal 39:53 Trump never accepts assault allegations as disqualifying 40:15 Trump puts himself before the party, always 41:06 Will he actually spend the MAGA Inc. money? 41:52 Trump doesn't want Vance or Rubio to win in 2028 43:41 Don Jr.'s changing online behavior — and what it might signal 45:05 Guilfoyle, Newsom & the weirdest political fact in America 45:31 Bearish on Gavin Newsom 47:38 Harris on abolishing the Electoral College and packing the Court 48:09 Changing the rules because you can't win under them 49:20 Why the Senate exists as a check on extremism 51:33 Both parties crashed this car 51:56 Why Schumer's anti-corruption bills are useless political theater 53:52 Congress was supposed to be the anti-corruption bureau 54:08 The Nats fire sale 55:26 Great franchises try to win now AND later 55:48 Manfred, the Dodgers & the coming salary-cap fightSee omnystudio.com/listener for privacy information.

Brent Donnelly joins Matt Zeigler to explain how professional traders build a durable edge through risk management, trading psychology, probabilistic thinking, and creative market analysis.Drawing from his new book, Trade Outside the Box: Advanced Thinking for Professional Traders, Brent breaks down why trading strategies decay, why rationality beats intelligence, how to avoid risk of ruin, and how lessons from poker, behavioral finance, and real-world experience can improve decision-making.Trade Outside the Box: Advanced Thinking for Professional Tradershttps://amzn.to/4h9bi3eBrent Donnelly on Xhttps://x.com/donnelly_brentSpectra Marketshttps://www.spectramarkets.comTopics covered:Why fundamentals, technical analysis, behavioral finance, and quantitative methods are necessary but not sufficient for trading successHow traders can develop an edge by connecting markets to poker, psychology, biology, auto racing, and video gamesWhy profitable trading strategies decay as more investors discover and copy themHow changing volatility regimes force traders to adapt their style and avoid becoming a one-trick ponyWhy mismatching a long-term investment thesis with a short-term stop loss can destroy a good ideaHow trading journals and P&L data help separate normal variance from a broken processWhy the house money effect can make traders more reckless after large gainsWhy rationality, flexibility, and expected value matter more than credentials or raw intelligenceHow Bayesian thinking helps traders update probabilities and fight confirmation biasThe difference between independent thinking and blind contrarianismWhy avoiding risk of ruin, protecting family and health, and defining success beyond money are essential to a sustainable trading careerTimestamps:00:00 Introduction to Brent Donnelly and Trade Outside the Box04:00 Why smart analysts often produce fully priced trade ideas08:00 Poker discipline and avoiding boredom trades12:00 How lead-lag correlation trading lost its edge16:35 Matching a trade's stop loss to its time horizon21:00 What trading data reveals about win rates and expected value25:00 The house money effect and the danger of overearning29:00 Why rational traders beat smarter traders33:00 Strong opinions weakly held and Bayesian updating37:00 Curating a balanced diet of bullish and bearish information41:00 Using creativity and outside disciplines to find market edge45:11 Avoiding risk of ruin and the lessons of Jesse Livermore50:29 The Serenity Prayer and focusing on what traders can control55:00 Choosing family and health over markets59:00 Why your first thought may not be your ownLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms, or their clients.

In this episode of the FX Moment podcast, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman and Chris Turner, head of FX strategy at ING Bank in London, discuss dollar-yen near- and mid-term dynamics. The combined shift in the dollar view following the July 29 Fed meeting, stretched long positioning and joint US-Japan FX intervention were the perfect catalysts for a sharp move lower in dollar-yen, yet the market is already questioning whether the move can be sustained. Childe-Freeman and Turner both see a risk of further joint FX intervention, which should keep dollar-yen bulls in check for now, while US economic data and the associated Fed outlook, along with the BOJ's September policy decision and Japan's fiscal credibility, may determine how bullish investors can be on the yen into 4Q. They also discuss non-dollar ways to express the carry trade, including via bullish Norwegian krone and Australian dollar views.

How do lawmakers enter public service as middle-class and leave extraordinarily wealthy? Senator Pete Ricketts (R-NE) joins Mike Emanuel to discuss the Stop Insider Trading Act, the push to ban congressional stock trading, and why these measures keep stalling despite support from voters across the country. Plus, Early Vote Action founder Scott Presler explains why he believes the data suggests Republicans can defy history and hold on to the House and Senate this fall.   Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do lawmakers enter public service as middle-class and leave extraordinarily wealthy? Senator Pete Ricketts (R-NE) joins Mike Emanuel to discuss the Stop Insider Trading Act, the push to ban congressional stock trading, and why these measures keep stalling despite support from voters across the country. Plus, Early Vote Action founder Scott Presler explains why he believes the data suggests Republicans can defy history and hold on to the House and Senate this fall.   Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do lawmakers enter public service as middle-class and leave extraordinarily wealthy? Senator Pete Ricketts (R-NE) joins Mike Emanuel to discuss the Stop Insider Trading Act, the push to ban congressional stock trading, and why these measures keep stalling despite support from voters across the country. Plus, Early Vote Action founder Scott Presler explains why he believes the data suggests Republicans can defy history and hold on to the House and Senate this fall.   Learn more about your ad choices. Visit podcastchoices.com/adchoices

On episode 233 of Ask The Compound, Ben Carlson, Duncan Hill, and Josh Brown tackle your investing and financial planning questions, including whether Shake Shack's recent collapse is a buying opportunity, how active management fits alongside indexing, what would actually make a long-term bull turn bearish, how to promote disciplined investing in a speculative market, and whether an expected inheritance should influence your financial plan. They discuss: Is Shake Shack a value opportunity after its earnings collapse? Why active management and indexing aren't mutually exclusive What would make a long-term investor turn bearish? Teaching long-term investing in a market driven by speculation How to think about a future inheritance without letting it change your financial decisions today This episode is sponsored by Betterment Advisor Solutions. Learn more at: https://betterment.com/advisors Compound Merch: ⁠⁠https://idontshop.com/⁠⁠ Submit your Ask The Compound questions to ⁠⁠askthecompoundshow@gmail.com⁠⁠! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

David Trainer, founder and president of New Constructs, puts some big-name soon-to-IPO artificial-intelligence companies in The Danger Zone this week, saying he has concerns about what they are paying for inputs compared to foreign competitors, and noting that cost disadvantages will multiply and worsen the more A.I. becomes a commodity that everyone uses. He says this is part of every industrial revolution cycle, and often becomes a big determinant in which early players survive and thrive. In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, discusses today's launch of single-stock futures by the CME Group, noting that they are more a gamble than an investment and saying he never would have used them for ordinary consumers during his days as a financial planner. Where the herd is moving towards these instruments and being scared out of some A.I. companies based on the market's capital-spending concerns, Marolia says most of those market fears have been overblown, and that a careful long-term investor will find buying opportunities amid the near daily wreckage. Plus, he discusses how high electric bills — jacked up by a heat wave that has caused high usage but also by energy concerns — are the extra cost consumers are not talking about while they are busy complaining about gas prices.  Charles Rotblut, vice president for the American Association of Individual Investors, discusses their latest sentiment survey results, which showed a striking drop in optimism, with bullish sentiment levels dropping by more than 15 percentage points last week as the war in Iran started heating up again. Bullish sentiment was well below its historical averages for the third time in the last four weeks, while bearish sentiment reached levels Rotblut characterized as "unusually high." Bearish sentiment has been above its historical averages for nearly 6 months straight. Martha Moore discusses the latest Business Conditions Survey out today from the National Association for Business Economics, which showed that confidence in the economy has improved but the caution level remains high. Moore, the chief economist for the American Chemistry Council, noted that for the fifth time in the last six quarters, the number of economists predicting lower forward profits was bigger than those expecting higher earnings, but she also said that more than one third of the economists are expecting higher capital expenditures over the next quarter, spending that will boost the economy in the face of mixed results on profitability.

"If you're bearish in this market, you're an idiot" The quote is from Josh Brown, but it clearly defines what's going on. The stock market may go down further but when others are fearful - be greedy. FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠JUST THIS LINK ONLY ⁠⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠⁠Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. ⁠⁠Seeking Alpha's SUMMER SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET ACCESS TO THE TOP 2026 2H EVENT FREE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Sen. Cynthia Lummis (R-Wyo.) released an amended draft of the Clarity Act on Wednesday (July 22), saying it includes a ban on federal officials issuing or sponsoring digital assets and that she aims to reach a deal with Democratic senators within days. Soon after, The United States Hispanic Chamber of Commerce (USHCC) has formally informed the Senate that it opposes the Clarity Act, a crypto-focused bill that has drawn scrutiny from regional banks and small business advocates. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! 00:10 Sponsor: Tangem 00:30 Clarity Bill Finally Released 00:50 Countdown 01:10 Polymarket whiplash 01:30 No Stablecoin Yield Ban 02:15 Bank Lobby Attacks 03:15 Dems say they are not happy... but will continue 04:20 Fox Business: Lummis losing hope 06:30 Elizabeth Warren vs Brian Armstrong fight on twitter  07:15 Gillibrand corruption 08:10 Patrick Witt: Everyone is understating an enormous concession 09:40 Patrick McHenry reality check 10:30 Bullshit Stock Trading bill passed 11:00 Budget bill passed 11:20 Vote next week 11:30 Bearish take of Senate vote math 13:40 Alsobrooks posturing again 14:20 Even Republicans are postering 14:30 Figure launches DeFi business lending 14:50 ETH God Candle Incoming? 15:20 Samsung announces stablecoins 16:15 Nothing stops this train #Crypto #Ethereum #Solana ~CLARITY Bill Released

Wall Street has spent years warning about a recession, weak consumer spending, and an inevitable stock market correction. But what if the data tells a completely different story? In this interview, Chris Galipeau, Head Market Strategist at Franklin Templeton, joins Maggie Lake to explain why the U.S. economy remains far more resilient than many investors believe. He shares why corporate earnings continue to surprise to the upside, why the U.S. consumer is still driving economic growth, and why today's bearish narrative doesn't align with what's happening beneath the surface. Chris also breaks down why AI may become a productivity boom rather than a job killer, where he sees the biggest investment opportunities beyond the Magnificent Seven, why small-cap stocks could outperform, and the one Federal Reserve policy mistake that could threaten the current bull market. Topics discussed: -Why recession fears keep missing the mark -The real outlook for the U.S. economy -Stock market outlook for 2026 -AI investing and corporate productivity -Why earnings matter more than politics or geopolitics -Small-cap stocks vs. the Magnificent Seven -Federal Reserve policy and inflation risks =Where investors should be looking next Whether you're investing for retirement, managing a portfolio, or trying to understand where markets go from here, this conversation offers a data-driven perspective on the economy, stocks, AI, and long-term investing.

This week on Is the Mic Still On, we discuss the latest developments surrounding Trump Accounts, what they could mean moving forward, and the Taco Bell and Taylor Farms lettuce contamination crisis that affected customers across multiple states. We also share our Fun Facts and Best Thing SeenSee omnystudio.com/listener for privacy information.

Bill Ackman built one of the most closely watched hedge funds on Wall Street; when he speaks, markets move. Literally. Today, he joins Nicole to break down the opportunities he's seeing in the market, which companies are in his portfolio, and what could trigger the next 2008.  Bill walks Nicole through his investing playbook, the biggest mistake new investors make, and whether we're in an AI bubble. Then, Nicole and Bill play a rapid-fire round of Bullish or Bearish where Bill gives his takes on gold, Bitcoin, Chipotle, Starbucks, T-bills, Trump, and Mamdani. Bill also gets personal about his inheritance plans for his four daughters, what he actually thinks makes someone successful in business, and whether he would run for office. Check out Nicole's financial literacy course⁠ ⁠The Money School⁠⁠  Find a Financial Advisor or Financial Coach from Nicole's company⁠ ⁠Private Wealth Collective⁠⁠  Watch video clips from the pod on⁠ ⁠Money Rehab's Instagram⁠⁠ and⁠ ⁠Nicole Lapin's Instagram⁠⁠  ⁠Follow Bill Ackman⁠ on X Learn about ⁠Pershing Square⁠ Here's what Nicole covers with Bill: 00:00 Are You Ready for Some Money Rehab? 01:14 Bill Ackman on the State of the Economy Right Now 03:00 Who Wins the AI Race: OpenAI vs. Anthropic vs. SpaceX 04:31 Why a Great Business Is Like a Bond 05:56 Is the Stock Market Too Expensive Right Now? 07:01 Where to Put Your First $1,0000 7:39 Inside Pershing Square's 12-15 Stock Portfolio 09:22 Democratizing Hedge Funds with PSUS 10:39 Buying Stocks at a Discount 11:18 Apple's Innovation Problem and Life After the iPhone 12:33 The Best Advice for New Investors 14:06 Are We in an AI Bubble? 16:46 Predicting the Future and the Next Financial Crisis 17:52 Why You Should Never Borrow Against Your Stocks 19:20 Carl Icahn's Billion-Dollar Leverage Cautionary Tale 20:16 The Worst Investing Advice He's Ever Heard 23:00 Fixing the Retirement Crisis 25:48 Bullish or Bearish: Gold, Bitcoin, Chipotle, Starbucks, Trump and Mamdani 33:30 What It's Like When Your Tweets Move Markets 35:15 Would Ackman Ever Run for Mayor of NYC? 38:01 The World He Wants for His Four Daughters (and His Inheritance Plan) 42:25 The Real Formula for Success in Business 44:21 Bill Ackman's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Interview with Michael Gentile, Strategic investorPrevious interview: https://www.cruxinvestor.com/posts/mining-alpha-with-michael-gentile-junior-miners-repriced-as-ma-sets-new-gold-benchmarks-10184Recording date: 16th July 2026Strategic investor Michael Gentile argues that gold's flat price since October 2025 masks a powerful divergence between market sentiment and underlying fundamentals. While gold still trades near $4,000 per ounce - the same level that previously triggered euphoria - investor mood has shifted to extreme pessimism. Gentile views this disconnect as an opportunity rather than a warning sign.His thesis centers on the growing strain of US government debt. With interest rates rising, servicing roughly $40 trillion in debt at around 5% could push annual interest costs toward $2 trillion, compounding an already large fiscal deficit. Gentile questions whether such high rates are sustainable, suggesting that policymakers may ultimately be forced toward monetary easing or yield curve control—both historically supportive of gold prices.At the same time, central banks continue to accumulate gold aggressively, driving much of its long-term rally. However, financial investors remain largely absent, with gold representing only a small fraction of global portfolios and sentiment indicators near record lows. Gentile believes even a modest shift in institutional allocation could significantly accelerate demand.In equities, he focuses on junior mining companies with large resources and existing infrastructure, which reduce development costs and increase takeover appeal. He highlights companies like McFarlane Lake, Radisson Mining, and Big Ridge Gold as examples where market valuations remain far below the prices typically paid in acquisitions. This gap, he argues, creates substantial upside as consolidation continues.Gentile has also made a rare move into royalties through Silver Crown, a company targeting overlooked silver by-products from other mining operations. This niche strategy avoids direct competition with major royalty firms and could offer scalable growth.Overall, Gentile maintains that gold's long-term outlook remains intact, driven by structural debt pressures, steady central bank demand, and the potential return of financial investors.Sign up for Crux Investor: https://cruxinvestor.com

Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron's (MU) performance could shape the industry's outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could mean for investors.======== 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

The crypto space is making a slow but stable recovery, says Spark CEO Sam MacPherson, arguing the institutional buying power has set a firm foundation for bulls. Additionally, Sam argues the lack of regulatory clarity kept Bitcoin and other cryptocurrencies from reaching their full potential. He explains why recent bearish trends are experiencing bullish breakouts and how Spark plays a central role in the stablecoin market. ======== 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

Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed's impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.”======== 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

Jun 26, 2026 – Market Gauge's Mish Schneider joins Jim Puplava to break down the latest market rotation as investors shift from tech high-flyers to overlooked sectors like biotech, small caps, and regional banks. Schneider unpacks oil's potential price floor...

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on assortment of messy macroeconomic factors, how he is navigating the bearish metals price trends, and portfolio management strategies in select gold, copper, lithium, rare earths, and uranium stocks.   We start off reviewing the mix of messy macroeconomic movers like: Market effects from the rising US Dollar – over 100 and climbing Rising short-term interest rates at the short-end of the yield curve due to Fed policy and Warsh's meeting and press conference last week; contrasted against flattening rates at the long-end of the curve Rising inflation readings, but wild fluctuations between monthly and quarterly trends Knock-on effects from geopolitics and continued uncertainty around the US/Iran MOU and supposed reopening of the Strait of Hormuz. Fluid situation causing increased volatility and impulsive reactions in both directions Sovereign debt loads and how rising rates will pressure global governments Capex investments in AI data-center build-outs are ongoing.      The majority of the macro news has been a headwind to the commodities sector, but it is a messy situation because there are positive tailwinds present at the same time.  We discussed the pullback in oil prices, in precious metals prices, and copper prices and how Nick is navigating these markets. After touching the hot stove in a few instances, (after taking a nibble at the GDXJ only to see it fall a bit further), he is not interested in trying to pick a bottom or “catch the falling knife” in most commodities. Nick would prefer to see a sustainable real low put in for each respective commodity, like the PMs or Oil or Copper, and for a new uptrend to assert itself before deploying any more new capital. He is more than happy to have a certain portfolio weighting to cash to wait out any more near-term market corrections, and is willing to deploy more cash once the turn higher is more clear.   With regards to portfolio management, Nick is concentrating his portfolio into less positions and fortifying his highest conviction investment stories with compelling catalysts.  He is more likely to trim or sell positions that were picked up based on bullish metals price direction, or as a result of spinouts, or where he is not as confident on the assets or management teams.  He recommends investors take inventory of what they own, and the investment case for why they own it and only be in the higher conviction stories.   Nick highlighted Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) for copper, and Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) for gold as 2 positions he has held for some time in his portfolio that he is happy to hold through any more volatility and even add to in their weighting.  He points out that both companies have solid management teams and projects, and both still have a lot of drilling on tap for this season as a catalyst. There are also gold stocks on his watchlist that are becoming more attractive during this ongoing sector correction, like Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE), Tiernan Gold Corp. (TSXV : TNGD), or copper stocks like Amerigo Resources Ltd. (TSX: ARG) (OTCQX: ARREF) or Ero Copper Corp. (TSX: ERO, NYSE: ERO) that he is keeping a close eye on for a potential future position.   When reviewing where he is seeing the most strength in the commodities sector, Nick highlights the Critical Minerals as having been the most resilient. He points out that the Global X Lithium and Battery ETF (NYSE: LIT) and lithium developers like Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF) and PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) have held up better than most other metals or resource stocks. Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior investments into USA Rare Earth, Inc. (Nasdaq: USAR), MP Materials (NYSE: MP), or the news this week where Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) was approved for a $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, to support infrastructure and capacity to process rare earth elements and other critical materials. Uranium and nuclear stocks have also been soft ever since the big move up in January, but Nick outlined the continued support from many sovereign nations to invest in both their nuclear infrastructure as well as uranium miners with projects of significance. Cameco Corporation (TSX: CCO; NYSE: CCJ) announced yesterday a conditional commitment for a loan package of up to US$17.5 billion by the US Department of Energy's (DOE) Office of Energy Dominance Financing (EDF) to reenergize the large-scale nuclear reactor supply chain, drive down costs, and accelerate the deployment of AP1000 reactors in the US and globally.   Click here to follow Nick's analysis and publications over at Digest Publishing     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Favorable weather for US grains keeps pressure on prices, but drought and record temperatures in Europe could threaten corn and wheat crops. Soybeans held small gains today with help from the product markets. Cattle futures were lower, the morning choice boxed beef spiked over $400. Don Roose with US Commodities recaps today's trade.

Higher equities and lower energies led the drag on grain trade to start the week. Domestic weather looks mostly favorable, though trade is keeping an eye on areas with potentially too much moisture. Cattle trade continues to show optimism after a friendly to neutral Cattle on Feed report. Sam Hudson with Cornbelt Marketing recaps today's trade.

Gold and silver prices pulled back sharply last week as hawkish Federal Reserve messaging weighed on investor sentiment, but many long-term bullion advocates see the decline as an opportunity rather than a warning sign. Behind the short-term volatility, central banks continue accumulating gold at a historic pace while concerns over rising government debt and currency debasement remain unresolved. In this week's market update, we examine why precious metals investors are staying bullish despite weakening prices, what major central banks are signaling about the future of global reserves, and why silver's supply-demand fundamentals continue to attract attention. We also break down the growing role of China's yuan in global trade and the implications for gold's long-term outlook. Listen for a deeper dive into the forces shaping precious metals markets and what they could mean for investors in the years ahead. Learn more...

In this fiery Crypto Town Hall discussion, hosts and guests debate whether MicroStrategy's STRC is truly "digital credit" or high-yield preferred equity riding Bitcoin's wave—sparking retail outrage as it traded sharply below par amid leverage unwinds and DeFi vault concerns. Experts break down the risks of emotional investing, Saylor's bold Bitcoin accumulation strategy, and why forced selling fears are overblown given the company's hoard. The conversation pivots to exciting news from Ledn: support for tokenized Tether Gold (XAUT) alongside expanded stablecoins like USDT and USDC for seamless borrowing, repaying, and trading against Bitcoin. Discover why gold's lower volatility complements Bitcoin as a tried-and-true hard asset, offering potentially better loan terms, and how focusing on real value over hype products leads to smarter portfolio decisions in volatile markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview recorded - 17th of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Francis Hunt. Francis is a Trader, Technical Analyst, Teacher and originator of the Hunt Volatility Funnel Method.0:00 - Introduction1:31 - Overview of markets and economy?9:17 - Gold short term14:20 - Gold long term20:59 - Silver Overview27:17 - NASDAQ & SpaceX30:50 - Bearish oil36:10 - Timeframe on debt crisis?44:12 - One message to takeaway?Francis Hunt, as the originator of the Hunt Volatility Funnel trading methodology, describes himself as a Trader, Technical Analyst and Teacher, is known from his YouTube channel as TheCryptoSniper. He is also the Founder of The Market Sniper.Stemming from his over 30 years of experience and deep immersion in trading and technical analysis of various markets, this unique approach to trading is the culmination of everything he found to have been valuable and profitable on a consistent, reliable basis, distilled into a single all-encompassing trading system that can easily be learned and internalized by others.Francis Hunt made his first investments in 1987 pre-crash and bought his first option in 1991 and has been trading equities and other assets since. He is a technical trader who believes all information related to an asset is reflected in its price and therefore reveal the true market sentiment of that asset.In addition to being a highly successful trader and technical analyst, Francis also enjoys teaching his trading methodology to others. He built a community of like-minded traders around him that supports him and each other with trade ideas and positive reinforcement in an otherwise lonely and harsh environment.Francis Hunt - YouTube - @TheMarketSniper1 Website - https://themarketsniper.com/Twitter - https://twitter.com/themarketsniperWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In this episode, Farm4Profit sits down with Tommy Grisafi, founder of Ag Bull Trading and Ag Bull Media, a veteran commodity trader with more than three decades of experience navigating agricultural markets. Tommy shares the story of how a high school field trip to the Chicago Board of Trade sparked a lifelong passion for commodity trading and eventually led him to become a member of both the Chicago Board of Trade and CME. The conversation explores the realities of grain marketing and why it often proves more difficult than growing the crop itself. Tommy dives into the emotions that drive decision-making—greed, hope, ego, and fear—and explains how these factors can quietly cost farmers more than any market downturn. Topics include: Tommy's journey from the CBOT trading floor to Ag Bull Trading How commodity markets have evolved over the past 30 years Whether today's flood of information helps or hurts decision-making How producers can identify trustworthy market advisors Why risk management matters more than ever The traits shared by successful grain marketers Common habits that hold producers back Why profitable opportunities are often missed Market outlooks for corn, soybeans, wheat, fertilizer, fuel, and interest rates What younger farmers should focus on as they build their operations The importance of discipline and consistency in marketing plans Tommy also shares stories from some of the most volatile periods in agricultural markets and discusses the lessons he's learned from both winning and losing trades. Whether you're marketing old crop grain, planning for next year, or simply trying to make better decisions in an uncertain environment, this episode offers valuable insights from someone who has spent a lifetime studying market behavior. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase (COIN) serves as a proxy play for Bitcoin, says LikeFolio's Andy Swan, which can be seen in its downward price action alongside the cryptocurrency. LikeFolio's data points to Coinbase gaining market share but at the cost of doing so in a bearish crypto environment. Andy also highlights more data signaling a decline in overall year-over-year visits to the platform. He offers perspective on how patience can pay off for crypto bulls.======== 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

AMD Inc. (AMD) is making a short-term recovery after a recent stumble in the stock price. Shares are still up over 115% so far this year. Charles Schwab's Rachel Dashiell talks about the bullish momentum she sees forming in a "bearish regime." She highlights the six-month stock chart to offer more perspective in key support and resistance levels. ======== 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

Crypto News: Jim Cramer says Michael Saylor hurt Bitcoin. JPMorgan, Citi and major US banks to launch new tokenized deposit system to compete with crypto. Morgan Stanley launches in-kind creations for its spot Bitcoin ETF and crypto lending with galaxy.Brought to you by

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Craig Cobb says the market continues to look overwhelmingly bearish, and from his perspective, the recent price action has only reinforced that view. While many investors disappear when prices fall, Craig says these are the periods that get him most excited because they create opportunities for long-term accumulation. Having remained largely in cash throughout the downturn, he is now watching closely for signs that Bitcoin could offer a more attractive reentry point.The key level Craig continues to focus on is the $74,000 area. This zone previously acted as major resistance before becoming support following President Trump's election victory rally. Last week, Bitcoin broke below that level and has since struggled to reclaim it. On both the daily and weekly charts, Craig sees a clear pattern of lower highs and lower lows, with the two-week timeframe also showing what he considers a textbook downtrend. To him, the trend remains firmly bearish until proven otherwise.Craig is also paying close attention to the monthly chart. May closed as a bearish month after Bitcoin failed to hold above $80,000, and he believes a break below the May low near $72,460 could open the door for significantly more downside. While he is not predicting that Bitcoin will revisit previous cycle lows, he does believe momentum could accelerate if key support levels fail. Rather than rushing back into the market, he remains comfortable holding cash and waiting for better opportunities.Ethereum continues to be one of Craig's biggest concerns. He notes that Ethereum showed weakness long before Bitcoin rolled over and has now fallen below the psychologically important $2,000 level. Because Ethereum often serves as a barometer for the broader altcoin market, its continued weakness suggests that altcoins may struggle to gain meaningful traction. Projects like Cardano, Solana, XRP, Dogecoin, and Bitcoin Cash all continue to show bearish structures, with Bitcoin Cash suffering some of the most severe losses in recent weeks.One notable exception is Hyperliquid. Craig highlighted Hyperliquid as one of the strongest performers in the entire crypto market, pointing to its revenue generation model and token buyback mechanism as key drivers behind its continued strength. While most of the market remains under pressure, Hyperliquid has continued making new highs and attracting significant capital.Looking at broader market indicators, Craig notes that Bitcoin dominance has fallen sharply, but not because altcoins are thriving. Instead, Bitcoin itself has weakened relative to the broader market. Total crypto market capitalization continues to look fragile, and Craig believes many altcoin holders have simply reached a point of exhaustion, holding positions despite large losses rather than actively selling.For now, Craig's outlook remains straightforward. The trends across nearly every major timeframe continue pointing lower. He is watching closely to see whether Bitcoin breaks the May monthly low, which could trigger another significant leg down. Until the charts show otherwise, he believes patience remains the best strategy.For deeper market analysis and Craig's weekly outlook, visit The Grow Me Co.For Craig's trend scanner and trading tools, check out Market Intern. Hosted on Acast. See acast.com/privacy for more information.

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a spike in oil prices this summer, Anthropic overtakes OpenAI on the valuation front, Elon Musk's X post about SpaceX and Anthropic, Costco and Gap fall, earnings winners and losers, Clorox CEO to step down. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're back with another weekly roundup to discuss why everyone in crypto feels so bearish. We then dive deep into whether stablecoins significantly improve payment rails, Robinhood's AI agent announcement, Rob's takeaways from a trip to D.C., MicroStrategy and RoboStrategy NAV premiums, and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- Timestamps: (00:00) Introduction (00:50) Why's The Timeline So Bearish? (22:12) Robinhood Launches AI Agents (32:23) Morpho Midnight (44:27) Is DeFi Uninvestable? (49:15) Takeaways From D.C. (54:14) MicroStrategy & RoboStrategy NAV Premiums (58:22) Content of The Week -- 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, Rob, and our guests may hold positions in the companies, funds, or projects discussed.

This week, our Global FX Strategists, Patrick Locke, Meera Chandan, Arindam Sandilya and Ladislav Jankovic look at the dollar's undershoot vs real rates, the accumulation of bearish forces challenging EUR, developments around KRW & CNH, and the outlook for FX vols currently trading near historical lows.  This podcast was recorded on 29 May 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5315695-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea's growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning economic reality. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - End of Quarter prep; Triton Joins $-Trillion Club 5:59 - Market Driver Primarily Technology 12:05 - Semiconductor Commentary 18:01 - 15 Trading Rules info 19:18 - PCE Price Index Preview 23:03 - U.S. Economy Continues to Accelerate 27:27 -How Does Divergence in Oil Prices Resolve? 29:26 - Market Complacency on Resolution in Iran 31:22 - Dispersion Index - Fragile/Stable vs Ripe for Rotation 33:16 - AI Impact on Economy - Bullish vs Bearish cases 35:43 - AI & the Engels Pause 37:45 - What New Jobs Will AI Generate? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XB3W7awMDZk ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "AI Productivity And Innovation: Prosperity Or Engels Pause?" https://realinvestmentadvice.com/resources/blog/ai-productivity-and-innovation-prosperity-or-engels-pause/ ------- Watch today's "Before the Bell" feature, "Tech Rally Risk Rising," here: https://youtu.be/AVXI7TCayvI ------- Watch our previous show, "Q&A Wednesday: Real Advisors, Real Answers ," https://youtube.com/live/zzDZJD0kIeA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- 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/ #StockMarket #TechnologyStocks #Semiconductors #SP500 #MarketRisk #Semiconductors #ArtificialIntelligence #AIStocks

Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea's growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning economic reality. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - End of Quarter prep; Triton Joins $-Trillion Club 5:59 - Market Driver Primarily Technology 12:05 - Semiconductor Commentary 18:01 - 15 Trading Rules info 19:18 - PCE Price Index Preview 23:03 - U.S. Economy Continues to Accelerate 27:27 -How Does Divergence in Oil Prices Resolve? 29:26 - Market Complacency on Resolution in Iran 31:22 - Dispersion Index - Fragile/Stable vs Ripe for Rotation 33:16 - AI Impact on Economy - Bullish vs Bearish cases 35:43 - AI & the Engels Pause 37:45 - What New Jobs Will AI Generate? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XB3W7awMDZk ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "AI Productivity And Innovation: Prosperity Or Engels Pause?" https://realinvestmentadvice.com/resources/blog/ai-productivity-and-innovation-prosperity-or-engels-pause/ ------- Watch today's "Before the Bell" feature, "Tech Rally Risk Rising," here: https://youtu.be/AVXI7TCayvI ------- Watch our previous show, "Q&A Wednesday: Real Advisors, Real Answers ," https://youtube.com/live/zzDZJD0kIeA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- 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/ #StockMarket #TechnologyStocks #Semiconductors #SP500 #MarketRisk #Semiconductors #ArtificialIntelligence #AIStocks

Technicals are turning bearish in the semiconductor names, says Nate Peterson with Charles Schwab. He has his eyes on Marvell's (MRVL) earnings after the close, which he sees as a potential bellwether for the sector's direction. Nate also shares worries of a "sell the news" situation once the U.S. and Iran reach a peace agreement. On the macro front, Mike Townsend breaks down the state of the midterm elections and explains why the GOP agenda can "turn sideways." ======== 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

Welcome to the Stock Trading for Beginners Podcast!In this episode, we break down why technical analysis feels so confusing at first — and how to simplify it.Join the Free Trading CommunityJoin our free trading community (full course + weekly live Q&A):

This week, we explore the stories behind some of the market's most misunderstood concepts—from the medieval origins of the word “hedge” to the rise of modern hedge funds and the risk-management strategies that still shape Wall Street today. We also break down the often-confused difference between bond coupon rates and yield to maturity, explaining why the price you pay for a bond can matter just as much as the interest it pays.Plus, we discuss an important estate-planning rule that could allow heirs to inherit a home and keep the existing mortgage without being forced to refinance, answer a listener question on whether Water ETFs offer a smart way to invest in long-term water scarcity and AI-driven infrastructure demand, and examine the growing disconnect between weak consumer sentiment and a stock market pushing back toward record highs.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 9, 2026  |  Season 40, Episode 19Timestamps and Chapters8:44: Etymology of “Hedge” in Hedge Fund16:44: Income vs. Return: Understanding Bond Math27:20: The Rule That Lets You Keep the House—and the Loan33:23 Will Water ETFs Make a Good Long-Term Investment?37:31: Why Is Everyone Bearish While the Market Rallies?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

After months of sideways price action and bearish sentiment, the charts are flashing a massive trend reversal. In today's episode, we're breaking down the technical shift as XRP flips a long-standing bearish pattern into a launchpad for a potential $11 breakout.

The price of oil is skyrocketing— and the ripple effects are spreading fast. Today, Nicole sits down with Lauren Simmons, former trader on the floor of the New York Stock Exchange, to break down exactly what's driving market volatility right now and what you should actually be doing with your money. Lauren and Nicole get into why the Petrodollar system is cracking, whether the U.S. dollar is still a safe haven (Lauren's honest answer might surprise you), and where big institutional investors are quietly moving their money. Lauren also opens up about her own portfolio — why she put 10% into gold and silver, why she's steering clear of Bitcoin, and her take on the AI bubble question. This episode was taped on 3.26.26. Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Check out Lauren's personal finance book Make Money Move Here's what Nicole covers with Lauren:  00:00 Are You Ready for Some Money Rehab? 00:18 Why Oil Prices Are Exploding Right Now  01:24 Why Americans Pay Global Oil Prices No Matter What  02:01 The Petrodollar System Explained  03:25 Is the Dollar's Reign as Safe Haven Over?  06:13 Why Volatile Markets Are Actually Wealth-Building Opportunities  07:35 Brent Crude 101  09:00 How Often Should You Actually Check Your Portfolio?  10:09 How Much Oil Should Be in Your Portfolio?  11:36 Why Lauren Is Skeptical of the Dollar Right Now  13:19 Gold, Silver, and Lauren's Actual Portfolio  15:06 How to Start Investing in Metals ETFs  15:55 Bitcoin: Bullish or Bearish?  17:10 The Crypto Wash Sale Rule Loophole Nicole Is Using  20:07 Could the Dollar Lose Reserve Currency Status?  22:00 International ETFs as a Dollar Hedge (VXUS)  22:12 Defense and Energy Stocks: XLE and Dividend Strategy  26:00 How to Invest With Your Values (ESG and Its Limits)  28:39 What Sectors Lauren Is Bullish On Right Now  29:00 Why Lauren Is Avoiding Pure-Play AI Stocks  31:00 Is There an AI Bubble?  33:00 The Energy Problem Powering (and Threatening) AI  34:53 Lauren Simmons' Tip You Can Take Straight to the Bank All investing involves risk, including loss of principal. This episode is for informational purposes only and does not constitute financial, investment, or legal advice. Always consult a licensed professional before making financial decisions.

Why are last year's market darlings falling out of favor? And is Big Tech having its “Big Tobacco Moment”? Plus, how energy stock gains translate to broader economic pain. Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

 Why are last year's market darlings falling out of favor? And is Big Tech having its “Big Tobacco Moment”? Plus, how energy stock gains translate to broader economic pain. Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WAR… and no market crash… Are we in a bear market or a bull market? Rapidly shifting narratives, once centered on a soft landing, rate cuts, and strong consumers, have been disrupted by war, oil volatility, and weakening economic data, creating widespread uncertainty and "busted brackets" for investors. Markets are behaving irrationally, often reacting more to expectations and propaganda than clear fundamentals, making prediction unreliable and reinforcing the importance of scenario-based thinking rather than conviction. There will either be a quick end to the conflict that could drive lower oil, falling rates, and a rebound in bonds and staples, or a prolonged war leading to higher inflation, economic strain, and limited upside across most assets. With elevated correlations, fragile financial systems, and a stalled market that has gone largely sideways, traditional diversification may not provide protection. The key takeaway is caution and avoiding emotional decisions! As always, adaptability and risk management matter more than trying to predict outcomes in a highly unstable environment. We discuss... Markets are behaving like March Madness, with unpredictability, momentum shifts, and broken narratives replacing earlier optimism around a soft landing. Geopolitical conflict and unclear information flows are driving volatility, making it difficult to distinguish truth from market-moving narratives. The market appears to be pricing in a short-lived conflict, despite ongoing uncertainty and mixed signals. Traditional diversification is less reliable as correlations between stocks and bonds have increased in recent years. Energy has emerged as the primary outperformer, while most other sectors struggle amid rising costs and uncertainty. Financial system risks are building, particularly in private credit and banking exposure, signaling potential stress beneath the surface. Consumer strength is weakening as higher costs and debt begin to pressure spending behavior. Housing remains a major concern, with rising supply and weak demand due to elevated mortgage rates. Market movements often contradict headlines, reinforcing the need to observe price action rather than rely on media narratives. "Buy the dip" strategies are risky in uncertain or potentially bearish environments. Sitting in cash or staying defensive can be a strategic choice when market direction is unclear. Predictions from Wall Street are often overly optimistic and fail to account for downside risks. Volatility and confusion in markets are often the result of mispriced uncertainty rather than clear economic deterioration. Successful investing in this environment requires adaptability, patience, and disciplined risk management rather than bold predictions.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/war-and-no-market-crash-801