Podcasts about bull market

Your financial advisor hates this bull market! Find out what it is as we talk the recent market conditions as well as the potential upcoming government shutdown, noting that while shutdowns once spooked markets, investors have become largely desensitized as they rarely have major lasting effects outside of government employees and contractors. Shutdowns have historically been used as political tools, sometimes causing GDP drag and reputational costs, but now often register as background noise. We also chat about seasonal and cyclical inflection points—like quarter-ends, tax-loss selling, and earnings season—that can drive short-term volatility. It's important to keep your perspective, recognizing political drama as a “circus,” and instead focusing on underlying market cycles. Today we discuss... Government shutdowns used to trigger fear in markets but now typically cause little more than short-term noise. Politicians increasingly use shutdowns as leverage tools in budget negotiations rather than genuine fiscal concerns. Past shutdowns have shown temporary GDP drag but very little lasting structural harm to markets. Markets tend to quickly recover after shutdown drama fades, reinforcing investor desensitization. The real drivers of volatility now are cyclical factors like quarter-end portfolio adjustments and tax-loss harvesting. Earnings season consistently creates inflection points for markets, often outweighing political headlines. Seasonal forces can exaggerate short-term market swings, particularly in September and October. Positioning between defensive stocks and growth stocks is more critical for risk management than reacting to shutdown fears. Broader global market trends often matter more than U.S. political events. U.S. small-cap stocks have underperformed compared to large caps and international equities, reflecting structural weaknesses. Investors should focus on long-term positioning rather than reacting to short-lived shutdown volatility. Shutdowns reveal the widening gap between political theater and actual economic fundamentals. Short-term market noise from shutdowns can actually create opportunities for disciplined investors. Shutdowns are best understood as temporary disruptions, not trend-defining events.   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 show notes at https://moneytreepodcast.com/your-financial-advisor-hates-751 

An announcement, a look back and some financial wisdom for the future.This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz, with an appearance by Dan Tersigni, Director of Digital Advice at Wealthsimple. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.

In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.You'll learn:Why some stocks rise on growth-at-any-price and the risks behind themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights on the Indian market outlook and what divergence with global markets means for investorsPerfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

In this episode, Trevor welcomes Justin Hayek of Ventum Financial to analyze the current bull market in the mining sector, which has seen a significant run over the last year. They discuss how the "easy money" has been made and how capital is now flowing downstream into development and junior exploration companies. Hayek highlights the massive influx of institutional capital seen in recent oversubscribed financings and describes the current M&A environment as intelligent and healthy. Finally, the conversation looks ahead to where value can still be found, focusing on critical minerals and takeover candidates, while pondering if this bull market could have a multi-year run similar to the 2002-2007 cycle.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did last month is up 345% (with warrants to buy more). This week, we'll help finance a brand new gold development and exploration company that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. We are participating in the IPO round this week. Learn more about Private Placement Intel here: https://bit.ly/4876ZAVThe free version of the 335th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Gold and silver keep breaking higher. Silver blew through $45 and is setting up for a run to $48 and new all-time highs. Gold pushed past $3,750 and looks ready to challenge $3,800 on the way to $4,000–$5,000. Both metals have tailwinds from Fed rate cuts, strong economic growth, and continued central bank buying. Meanwhile, the dollar is firming and bond yields are ticking higher. That points to rising risks—including black swan military chatter out of Washington—but gold and silver don't seem to care.Market Takes - Copper grabbed headlines after a tragic accident at Freeport's Grasberg mine cut production. That mine represents about 3% of global output, and the disruption could tip this year's market into deficit. Copper prices jumped, and Ivanhoe Mines has already rallied 25% since July as investors repositioned into names with growth ahead. Craig Perry of Vizsla Copper has even argued that $30–$35 copper is possible down the line. Nick and Gerardo don't need that to make money — $7–$8 copper in the next year is more than enough. Lithium Americas soared 125% this week after the Trump administration said it may take a 10% stake in the company's Nevada project. That followed a $2.3 billion government loan under Biden and highlights a trend of resource nationalism across lithium, antimony, rare earths, and more. Uranium also broke out, hitting $82 per pound. The URA ETF is up 50% in just six weeks. Major producers like Cameco and Kazatomprom have guided down, while U.S. policy is moving to expand the strategic uranium reserve. Small explorers are doubling with little news as utilities prepare to contract supply.Bizarro Banter - Politics again proved bizarre. Trump's subsidies to farmers were called what they are—welfare—despite the loud denials of those who voted for him. His second term is shaping up much like his first: weaker dollar, more debt, more war, and broken promises. Meanwhile, the Epstein scandal continues without closure for victims, even as culture-war distractions dominate headlines. Gerardo and Nick reminded listeners to keep pressure on real issues of accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mEL1c00:00 Introduction1:25 Macro Musings: Gold and Silver Surge. Dollar Strength. Black Swan Risks.9:18 Market Takes: Copper Supply Shock. Lithium Nationalism. Uranium Breakout.25:23 Bizarro Banter: Farm Welfare. Trump Promises. Epstein Cover-Ups.39:49 Premium Portfolio Picks: High-Leverage Gold Explorer. Undervalued Silver Junior. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mEL1c0PLEASE NOTE: There are now two versions of this podcast.1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4mEL1c02. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Peter Schiff presents the SchiffGold Friday market wrap, where he delves into the significant movements in the precious metals market, particularly gold and silver. Emphasizing the importance of timely investments, Schiff highlights the dramatic price increases in gold and silver, urging immediate purchases before further spikes. He discusses the newfound bullish stance of Wall Street on precious metals, the extraordinary performance of gold and silver mining stocks, and the broader implications of continued inflation on these assets. Schiff also touches on the economic strategies of central banks and the Trump administration, forecasting continued high inflation and the resulting benefits for precious metals. He concludes by encouraging viewers to subscribe to his channels for ongoing insights and to make purchases through SchiffGold.

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Think a bull market is just one long, straight climb? Think again.

Bob Doll's base case is a “high-risk bull market,” saying that today's market is fully valued, but that Fed cuts typically send equities higher. He notes, though, that broadly rates have actually gone up since the Fed's recent cut. The reaction to tariffs has been “less onerous than expected” despite their size, he adds, related to expectations of a big tax cut to juice consumer spending. However, this goes for the top percent of earners, with Bob noting that low-income consumers are struggling.======== 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

Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growing role of stablecoins and crypto that could help fix the US debt crisis. The bull market isn't over yet, with guest and macro investor Michael Nicoletos.Join The Loonie Hour and the Canadian Real Estate Investor Podcast live in Vancouver on October 21st! Get your tickets here! https://www.eventbrite.ca/e/canadian-real-estate-global-macro-tickets-1716213644209?aff=LoonieStart an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

Jordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold, and author of the book “Gold & Silver – The Greatest Bull Market Has Begun – A Once In A Lifetime Investment Opportunity”, joins us to review his medium-term technical outlook for the precious metals space, some potential targets and approaches if we see an intermediate-term corrective move in the gold and silver stocks, and some nuanced approaches for when to buy, hold, or trim positions in ones portfolio.      Key topics discussed:   Gold looks to be still breaking out of the recent bull flag, and may have a little room left to run to upside targets of $3,900 - $3,950.   The short to medium-term picture is a bit more murky, and so it is unclear if gold has the energy to blast up past $4,000-$4,200, completing the logarithmic extension of the longer-term 13-year cup and handle pattern breakout, before putting in a more meaningful corrective move, or…   After this current moves tops, then we'll likely see a more meaningful correction to digest these moves. Investors and traders will need to get clear on their strategy of whether they want to just hold through that period and add to positions with cash reserves once it is extended, or if they want to get out of the way of the move down.   If GDX and GDXJ both correct down by 20%-25% then some of the juniors may go down about double that by 40%-50%. Investors should have a strategy in advance of how they want to approach that kind of scenario in the portfolio or watch list, should that play out in the medium-term.   With regards to when to trim, Jordan advises that there are 3 scenarios that he considers: 1) if a position has become to large of a weighting within one's portfolio. (2) if a longer term 3-5 year chart shows a stock has done a huge parabolic rhino horn, as there is likely not as good of a risk/reward setup at this point (3) if the fundamentals drivers for a stock have changed or lack the value creation catalysts over the next 12-18 months.   He also goes on to unpack why he currently has a higher concentration to silver stocks than is typical, when compared to his normal weighting to gold positions, when we are at this point in the cycle, where silver has started to lead.   Jordan also shares why he's positioned in more developers and producers in his portfolio than explorers at this point in the cycle. He is seeing the biggest value in the developers with defined ounces in the ground and improving economic studies based on the higher metals prices.   Click here for exclusive stock picks and Jordan's deeper analysis at The Daily Gold.

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what's going on with bitcoin, bitcoin treasury M&A, recent liquidation in the market, stablecoins, Tether, and is the bull market over? ======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠======================BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================TimeStamps:0:00 - Intro1:53 - Evaluating Strive buying Semler Scientific9:51 - Why is bitcoin's price going down?14:16 - Takeaways from Jerome Powell comments19:14 - Tether eyes $500 billion valuation30:55 - Bitcoin Q4 outlook

Stijn Schmitz welcomes Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder, Bastion Asset Management. With a background in finance and commodities, Gentile has developed a unique investment approach in the junior mining sector, combining value investing principles with a contrarian perspective. Gentile's investment strategy is rooted in identifying inefficient market opportunities, particularly in junior resource stocks. He focuses on companies with potential to become mines, looking for key attributes such as grade, scale, infrastructure, and management ownership. His approach involves making initial small investments (around 1% of capital) in companies with promising geological prospects, with the potential to increase stakes as companies demonstrate successful execution. The investor sees the current commodity cycle, particularly in gold, as being in its early stages. He believes we are entering a period of monetary devaluation, drawing parallels to the 1970s economic environment. Gentile argues that the unprecedented levels of government debt and the challenges of managing interest rates create a favorable backdrop for gold and other hard assets. His due diligence process is comprehensive, examining factors like drilling efficiency, management ownership, and jurisdictional risks. Unlike many investors, he prefers 100% ownership of projects and is cautious about joint ventures or royalty companies. Gentile looks for companies with the potential to become significant producers, focusing on the valuation and future potential of investments. Gentile's investment philosophy emphasizes long-term thinking, often holding investments for 3-10 years and looking for opportunities where he can potentially make 20-50 times his initial investment. He is currently most bullish on gold, with secondary interest in copper and a watchful eye on oil. As part of his commitment to sharing knowledge, Gentile is planning a European road show in October, bringing six of his key mining investments to meet potential investors across five cities, offering insights into his investment approach and the junior mining sector.

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  The markets are showing strength — domestic and international equities are climbing side by side, small caps are breaking out, and gold has surged to new record highs. But beneath the rally, risks remain: inflation is proving sticky, a government shutdown is on the horizon, and global trade tensions are heating up.In this episode of Today's Market Explained, Brian Kasal and Chris Reardon dig into the latest numbers across asset classes, sectors, and global economies. From Fed policy and housing starts to IPO market reforms and tech consolidation, they cut through the noise to reveal what founders, investors, and advisors should really be watching.

Talley Leger believes the current bull market has room to run, despite recent pullbacks and concerns about rich valuations. Leger cites catalysts supporting the market, including better-than-expected economic data, easing trade policy uncertainty, and accommodative monetary policy. He also likes the tech sector, specifically Nvidia (NVDA) and Intel (INTC), citing their strong fundamentals and recent momentum. Other names on his list include Amazon (AMZN), Caterpillar (CAT), and JPMorgan Chase (JPM). Leger acknowledges potential near-term risks, such as government funding anxiety, but advises investors to buy into any weakness.======== 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

This week we cover the hidden bull market that the billionaires know about. Are you in on it? We also cover the Fed's recent rate cut and how markets reacted with little real impact, highlighting skepticism about the Fed's effectiveness and the risks its policies create for wealth disparity and asset inflation. We emphasize the importance of questioning financial “half-truths” as outcomes often depend on assumptions rather than blanket rules. Gold, silver, and mining stocks are strong but under-appreciated trends, while tariffs are having far less economic impact than public debate suggests. We discuss... The Fed's latest rate cut had almost no real impact on markets, revealing investor skepticism about monetary policy effectiveness. Fed policies have unintentionally widened the wealth gap by inflating asset prices that primarily benefit the wealthy. Asset bubbles created by easy money policies pose future risks for average investors who lack diversification. The idea that Roth IRAs are always better than traditional IRAs is a half-truth since tax outcomes depend on future income and assumptions. Financial advice that paints with broad strokes often fails to account for personal circumstances. Gold has surged in value, reflecting distrust in fiat currencies and central bank credibility. Silver and mining stocks are also strengthening, though they lag behind gold and remain overlooked. Precious metals serve as both a hedge against inflation and a store of value when trust in the Fed declines. Tariffs are often overblown in the media, with real economic impact being far less dramatic than public debate suggests. The bigger risk to markets is not tariffs but systemic distortions caused by prolonged monetary policy intervention. Investors should prepare for volatility, especially given how fragile sentiment has become. Timing is critical in retirement planning, as retiring during a market downturn can devastate portfolios. Critical thinking is essential for navigating half-truths in financial media and mainstream narratives. Complacency is dangerous in today's environment of uncertainty and shifting economic conditions. Owning tangible assets like real estate, commodities, or productive businesses is one of the best hedges against inflation and Fed-driven distortions.   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 show notes at https://moneytreepodcast.com/hidden-bull-market-749 

Crypto News: Jim Cramer calls for the end of the crypto bull run. US lawmakers urge SEC to act on Trump's crypto 401K retirement plan. PayPal Ventures Invests in Stable to Expand PYUSD stablecoin reach. Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

Bill Gates-backed TerraPower is teaming up with Evergy and the state of Kansas to explore bringing its Natrium nuclear reactor to Kansas. Melius Research's James West joins to discuss energy and AI. And what should you expect from stocks for the rest of 2025?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are on a winning streak. The Dow, S&P 500, and Nasdaq indexes all closed at record highs on Friday. Now, everything that goes up can go down, but there are some reasons to think the bulls may stick around for a while. We'll hear more. And later, Health Secretary Robert F. Kennedy Jr. is pushing for stricter regulations on drug advertising. What could change?

Stocks are on a winning streak. The Dow, S&P 500, and Nasdaq indexes all closed at record highs on Friday. Now, everything that goes up can go down, but there are some reasons to think the bulls may stick around for a while. We'll hear more. And later, Health Secretary Robert F. Kennedy Jr. is pushing for stricter regulations on drug advertising. What could change?

This week Dan Morehead joins the show to discuss the current state of markets & what's next throughout 2025 into 2026. We deep dive into how Dan built conviction in crypto as an asset class back in 2013, does the four year cycle still exist, crypto treasury vehicles, Dan's Solana thesis & more. Enjoy! -- Follow Dan: https://x.com/dan_pantera Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Crypto-native institutions and developers demand institutional-grade infrastructure with regulatory clarity and full asset control. Blockdaemon's Earn Stack is a non-custodial platform combining high-performance staking rewards and seamless DeFi integration with no intermediate smart contract or vaults. Programmatically access leading Ethereum & Solana staking rewards, plus DeFi opportunities across lending protocols, DEXs, and AMMs. Book a Demo! -- Welcome to Get Real — Web3's first-ever campaign rewarding you for creating real-world value. Connect your devices to real-world apps on peaq and earn rewards for: Measuring noise pollution Providing compute Mapping the word And more Total prize pool: 5% of $PEAQ's initial supply. Get Real is relaunching soon — follow peaq on X and get ready. -- Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3. Key elements for Mantle as the ""Blockchain for Banking"": - Transactions posted to the blockchain - Compatibility with TradFi rails - Integrated DeFi features Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier. Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'. -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Timestamps: (00:00) Introduction (02:44) Buying Bitcoin In The Early Days (07:11) Dan's Macro Outlook In 2025 (17:14) Ads (Blockdaemon, Peaq) (18:44) Does The Four Year Cycle Still Exist? (27:39) Phase II of The Bull Market (29:49) The Crypto IPO Window Is Open (32:44) Ads (Blockdaemon, Peaq) (34:13) Crypto Treasury Vehicles (40:30) The Solana Thesis: Why Pantera Owns $1bn+ Solana (42:45) Are Institutions Still Underallocated To Crypto? (46:33) Ads (Manttle, Goednet) (47:59) Launching Crypto's Longest Running Fund (55:07) Advice For Founders (57:50) Crypto's Biggest Opportunity In The Next 5 Years -- 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.

Bitcoin's sudden drop has traders on edge — could this be the move that ends the bull market? With volatility spiking, investors are questioning whether this is just a healthy correction or the start of something bigger. JOIN PUMP.FUN STREAM HERE: https://pump.fun/coin/AR8WYR8oH3fnKBJAnBmzxdbRdVheY5tY1fymCVRQpump

As I get older, my memory gets a little foggier. That being said, I believe it was at lunch at a restaurant near our office on Friday, March 6th, 2009, when I and the then three other members of the Market Insights Team, Andy, Marlene and Jerry, made a bet. That day, although we didn't know it at the time, the stock market hit its financial crisis low and the bet concerned how long it would take for the market to recover its losses.

Join Trevor Hall and Rob Sinn (aka CEOTechnician) as they delve into the current state of the gold and silver markets, exploring the dynamics of bull markets, investment psychology, and the opportunities within the mining sector. With gold reaching new highs and silver following suit, they discuss the importance of maintaining investment standards and the potential for future market shifts.

We're joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a deep dive into his current bull market playbook. TG shares insights on how he's positioning across multiple sectors during this risk-on environment and how traders can manage positions when stocks go vertical. Key topics discussed: Small-cap opportunities in a pro-growth, pro-business environment Three ways to manage stocks that have gone parabolic: covered calls, profit-taking, and buying dips Why market breadth is weakening despite indices pushing higher How TG uses leveraged ETFs (SOXL, IONL, GDXU, NUGT) to capture big moves without options risk Caution signs in precious metals equities and how to hedge with inverse ETFs (JDST, DUST) Hot sectors right now: semiconductors, quantum computing, and TG's top pick – drone stocks Click here to visit TG's site - Profit Pilot   Stocks/ETFs Mentioned: Tesla (TSLA), IonQ (IONQ), AMD (AMD), Nvidia (NVDA), Barrick Gold (B), GLD, SLV, GDX, SOXL, GDXU, NUGT, JDST, DUST, IONL   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.

En este episodio analizamos cómo el agresivo recorte de tasas de la Fed podría abrir la puerta a un bull market cripto, el impacto de las primeras DATs de Solana en la inversión institucional, la posible llegada de un token de Base y el lanzamiento de Monigram con USDC para remesas en ColombiaInscríbete a Inversionista del Futuro: https://www.espaciocripto.io/inversionista?utm_source=social&utm_medium=yt&utm_content=bioComunidad de Espacio Cripto: https://t.me/espaciocripto0:00 - Intro1:22 - Impacto en el mercado cripto y expectativas de bull market2:50 - Precios actuales de Bitcoin, Ether y Solana5:00 - Análisis de la Fed y recortes de tasas7:02 - Introducción a las DATs y Digital Asset Treasuries15:45 - Riesgos y oportunidades de las DATs16:35 - Base explorando su token y efecto en la comunidad18:18 - Bursatilización vs tokenización de activos19:32 - Monigram y Crossmint: nuevo producto de remesas en USDC21:28 - Outro

Rick Bensignor, President of Bensignor Investment Strategies and editor of Supposedly Irrelevant Factors, joins us to discuss practical trading strategies for persistent bull markets across U.S. equities, precious metals, and select international markets. We focus on how to manage winners without getting shaken out by every “it's overbought” headline. Key takeaways Separate long-term holdings from tactical trades. Trim or hedge positions at technical targets instead of selling outright. Spotting exhaustion signals at highs with tools like DeMark counts. Case studies: trimming $TSLA, $INTC, $PAAS; tactical put spreads in $GLD. Why most investors should limit trading to 10-15% of assets and let ETFs ($SPY, $QQQ, $DIA) compound long term.   Stocks & ETFs mentioned SPY, QQQ, DIA, TSLA, PAAS, SLV, GLD, GDX, INTC, NVDA, PFE. For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ 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.

Josh (@cardboard_chronicles) and Chris (@chris_hoj), the founders of Card Ladder, join forces to bring you the most entertaining and educational sports card discussion on the internet every Friday night.Conduct your own Card research like the pro's with Card Ladder. Go to http://www.cardladder.com and browse thousands of cards for free and you can unlock more great features by going pro for $15/month (with a 7-day free trial).Follow Card Ladder @CardLadder on instagram here: https://www.instagram.com/cardladder/Follow Josh @Carboard_Chronicles on instagram here: https://www.instagram.com/cardboard_chronicles/Follow Chris @Chris_HOJ on instagram here: https://www.instagram.com/chris_hoj/Follow Kristina @KristinasPC on instagram here: https://www.instagram.com/kristinaspc/Follow Stiff @StiffArmWax on instagram here: https://www.instagram.com/stiffarmwax/

We're back to discuss the top stories of the week. We deep dive into Pump Fun & the future of media, why there is so much uncertainty despite massive positive tailwinds for crypto, Plasma's success story, is Base launching a token & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Crypto-native institutions and developers demand institutional-grade infrastructure with regulatory clarity and full asset control. Blockdaemon's Earn Stack is a non-custodial platform combining high-performance staking rewards and seamless DeFi integration with no intermediate smart contract or vaults. Programmatically access leading Ethereum & Solana staking rewards, plus DeFi opportunities across lending protocols, DEXs, and AMMs. Book a Demo! -- Welcome to Get Real — Web3's first-ever campaign rewarding you for creating real-world value. Connect your devices to real-world apps on peaq and earn rewards for: Measuring noise pollution Providing compute Mapping the word And more Total prize pool: 5% of $PEAQ's initial supply. Get Real is relaunching soon — follow peaq on X and get ready. -- Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3. Key elements for Mantle as the ""Blockchain for Banking"": - Transactions posted to the blockchain - Compatibility with TradFi rails - Integrated DeFi features Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier. Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Timestamps: (00:00) Introduction (01:15) Pump Fun, Livestreaming & The Future Of Media (14:48) Stablecoins (16:06) Ads (Blockdaemon, Peaq) (17:34) We're Still In A Bull Market, It's Still Not The One You Wanted (26:01) Why Has Plasma Been So Successful? (36:19) How To Develop A Successful Ecosystem (45:52) Ads (Blockdaemon, Peaq) (47:20) More DATs & ETFs Are Coming (57:40) CFTC Updates (01:00:30) Ad (Mantle, Eigen Layer) (01:02:04) Is Base Launching A Token? (01:14:54) 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, and our guests may hold positions in the companies, funds, or projects discussed.

When markets soar, investors face a subtle but dangerous temptation: trading wisdom for excitement.With headlines touting record highs and optimism running wild, it's easy to get swept up in the momentum. But is now the time to double down—or to take a step back and exercise caution? Today, Mark Biller joins us to unpack the dangers of investing with emotion instead of wisdom.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Bull Market Optimism: Proceed with CautionThe stock market has staged a remarkable comeback since spring, and many investors are feeling hopeful about the year ahead. But while optimism is natural, there's a fine line between healthy confidence and dangerous overconfidence.Just a few months ago, fear dominated the market. Now, investor sentiment has swung in the opposite direction—toward excessive optimism. History shows us that both extremes can lead to poor decision-making. Just as fear prompts panic-selling in downturns, overconfidence during bull markets can drive people to take unnecessary risks.The late 1990s provide a clear example. The dot-com bubble fueled euphoric investing in internet companies, but when the bubble burst, enormous wealth evaporated. While the internet did transform the world, many early investors paid a steep price for ignoring caution.The Risk of Projecting the PresentOptimism in the long term is typically rewarded—stocks have trended upward for more than a century despite wars, recessions, and downturns. But short-term overconfidence is dangerous. Since October 2023, the stock market has gained about 60%—roughly six years of typical returns compressed into less than two. It's unrealistic to assume such momentum will continue indefinitely.In environments like this, investors often fall into two traps:Doubling down on every dip. Rather than seeing pullbacks as a chance to pause, many rush to “buy the dip” without considering long-term goals. Abandoning diversification. When some holdings lag behind, it's tempting to dump them in favor of high-flyers like gold or crypto. This shortsightedness often backfires.Diversification: A Biblical PrincipleKing Solomon offered timeless wisdom in Ecclesiastes 11:2: “Give a portion to seven, or even to eight, for you know not what disaster may happen on earth.” Diversification is, at its core, an act of humility. Since no one knows the future, spreading investments across asset classes is the most reliable defense against both downturns and emotional decision-making.While diversification may feel “boring” during bull markets, it provides stability that helps investors stay committed to their plan when volatility inevitably returns.A strong investment strategy accounts for risk tolerance, life stage, and long-term goals. For a younger investor, this might mean a higher allocation to stocks, consistent 401(k) contributions, and the discipline to stay invested through ups and downs. For others, it may involve gradual adjustments, such as including gold or bonds. The key is making changes based on thoughtful, long-term reasoning—not fear of missing out.Confidence vs. OverconfidenceHealthy confidence comes from setting reasonable goals, understanding fundamentals, and staying the course. Overconfidence, on the other hand, assumes you can predict what's coming next—a trap no investor avoids for long.Optimism has its place, but unchecked euphoria can cloud judgment. By remembering history, practicing diversification, and committing to a steady long-term plan, investors can avoid the pitfalls of emotional decision-making and pursue lasting financial fruitfulness.If you'd like to learn more about becoming a Sound Mind Investing (SMI) member, you can visit them at SoundMindInvesting.org. On Today's Program, Rob Answers Listener Questions:I'm 72, still running my business, and I have both an IRA and a Roth that I've never touched. What's the most tax-efficient way to start taking money out while minimizing what goes to the government?I need to withdraw from two retirement accounts with about $9,000 each. They're planning to withhold 20% plus fees—around $2,200 per account. Is that normal, and what are my options since I need the cash quickly?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Bull Market? Great! But Don't Get Carried Away by Joseph Slife (Sound Mind Investing Article)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When markets soar, investors face a subtle but dangerous temptation: trading wisdom for excitement. With headlines touting record highs, it’s easy to get swept up in the momentum. But is now the time to double down—or to take a step back and exercise caution? On the next Faith & Finance Live, Rob West and Mark Biller unpack the dangers of investing with emotion instead of wisdom. Then, it’s your calls and financial questions. That’s Faith & Finance Live, where biblical wisdom meets today’s finances—weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

MOMENTO ETF | BLACKROCK + FTSE RUSSELL: https://www.infomoney.com.br/tudo-sobre/blackrock/________________O Stock Pickers está entre os 10 melhores do Brasil no Prêmio iBest 2025 na categoria Canal de Economia e Negócios!

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on upcoming central bank decisions, and explains why market returns, economic growth and sentiment don't always run in parallel. This podcast was recorded on 17 September 2025 and is hosted by Harry Brooks. All data is sourced from LSEG as at 17 September 2025 unless otherwise stated. For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future.

There's a silent bull market right now that no one is talking about. Gold has had a powerful breakout and silver's lagging but still strengthening. Gold has surged from $2,000 to $3,600 since 2023, driven largely by central bank buying amid global distrust of U.S. reserves. Investors should approach metals through ETFs rather than individual picks unless you have deep expertise. We also talk the likelihood of rate cuts under political pressure, persistent “slow burn” inflation from tariffs and supply issues, de-dollarization, and the need for diversification beyond passive index funds. Inflation isn't dead, passive portfolios are under strain, and active allocation to precious metals may be one of the most underpriced opportunities available. We discuss...  Gold has staged a historic breakout, climbing from around $2,000 in 2023 to roughly $3,600, with central bank buying acting as the primary driver. Global distrust in the U.S. dollar and concerns about the credibility of U.S. reserves are pushing sovereign nations toward gold accumulation. Unlike gold, silver remains more dependent on retail participation and industrial demand, leaving it lagging but positioned for potential catch-up. Silver faces supply constraints that limit downside, with demand tied to solar, electronics, and other industrial uses, making it a dual-purpose metal. Mining stocks were highlighted as structurally poor businesses due to high costs and weak capital discipline, yet they are soaring as leveraged plays on rising metals. Junior miners offer the most explosive upside but come with extreme risks, making them closer to speculative lottery tickets than investments. For most investors, ETFs and broad metals exposure were recommended as the safer approach compared to individual mining stock selection. Inflation is not “dead” but a persistent, slow-burn phenomenon fueled by tariffs, supply chain issues, and ongoing policy shifts. Political pressure makes interest rate cuts increasingly likely, regardless of whether inflation is fully under control. A broader theme of de-dollarization is accelerating gold's role in global reserves as nations seek alternatives to U.S. dominance. Passive index funds were critiqued as over-reliant on historical correlations that no longer hold, leaving portfolios vulnerable. The hosts concluded that gold, silver, and related hard assets remain one of the most underpriced and overlooked opportunities for active investors today. 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 show notes at https://moneytreepodcast.com/silent-bull-market-747

I am not saying this happens- but it could.Just some things I have been thinking about as the prices on some cards run up in a way that to me- seems inorganic.

In this Pre-Market Daily Editorial, we welcome back Dave Erfle, Founder and Editor of Junior Miner Junky. Fresh off the Beaver Creek Precious Metals Summit, Dave shares his key takeaways from over 20 company meetings and his perspective on the sector's strong bullish momentum. Discussion highlights: Why sentiment has shifted with juniors now in a full-blown bull market. The growing importance of U.S. big board listings (NYSE/AMEX/NASDAQ) for attracting both retail and institutional investors. Signs of an imminent correction after six straight weeks of gains in GDX/GDXJ - and how Dave is preparing to deploy cash. Ongoing M&A activity, from mega-mergers (Teck + Anglo American) to billion-dollar private deals, and what this means for mid-tiers and developers. Where Dave still sees potential 3–10x upside opportunities - and the risks tied to chasing them. Dave also weighs in on investor sentiment, whispers from behind-the-scenes meetings, and the long-term outlook for gold miners relative to rising gold price floors.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    ----------- 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.

Send us a text00:00 - Intro00:02 - SpaceX to enter the cell service business04:26 - Anduril wins $1.26b of new deals12:43 - OpenAI + Microsoft work out non-profit to for-profit switch17:33 - Will AI/robotics yield a decade long bull market?Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

Ned Davis Research's Chief Global Investment Strategist Tim Hayes joins us to break down NDR's “360°” weight-of-the-evidence framework—how price, breadth, sentiment, macro and valuation fit together—and what those signals are saying right now. We dig into why he still classifies this as a secular bull market with rising secular-bear risks, how to separate real breadth thrusts from dead-cat bounces, the evolving bond/equity correlation, mega-cap concentration risk, the case for value/EM in a defensively rotating tape, and why gold's secular and cyclical trends remain compelling. You'll also hear how NDR allocates across stocks, bonds, cash (and gold), and Tim's timeless lesson for investors: stay objective, disciplined, and flexible.Topics CoveredNDR's 360° process: price + sentiment + macro + valuation, combined via equal-weighted composites (“weight of the evidence”)How to use breadth, put/call, and thrust signals without getting faked outSecular bull vs. secular bear: what would actually trigger the secular turnReading the bond market: why the stock/bond correlation flipped in 2022 and what a 10-year above approximately 5.0–5.25% could meanConcentration risk in mega-cap tech; implications for the U.S. vs. the rest of the worldWhere value, small caps, and EM can shine in defensive rotationsGold: drivers of the move, secular/cyclical setup, and role in a balanced allocationPractical allocation: when cash was king (2022), current market-weight posture, and sizing for gold“No Pets Allowed”: why aggregates beat single “pet” indicatorsUsing historical analogs carefully—and what to learn (and not learn) from themTim's core lesson: you can't forecast reliably—stay flexible and evidence-drivenTimestamps (YouTube Chapters)00:00 Don't fight the tape—or the Fed (opening context)01:06 Intro and why NDR's process beats single charts02:58 NDR's 360° framework and composite models05:31 Indicators that matter: breadth, sentiment, macro/valuation08:11 Asset-allocation model (stocks/bonds/cash) and real-time record09:27 “Secular bull intact; secular-bear risk rising” explained13:04 What counts as a secular bear ('66–'82, 2000–'09)15:05 Tightening vs. easing cycles and thrust reliability16:22 What a breadth thrust actually looks like19:55 From sentiment extremes to 50/200-day confirmation20:06 Bonds and stocks: the correlation flip since 202222:47 Duration, rate-cut hopes, and why cash led in 202224:02 Mega-cap concentration risk—paths from here27:23 Valuation: tech earnings yield at extremes; U.S. most expensive29:14 Where value/small caps/EM can win; China's role in EM33:25 Gold's standout year—drivers and positioning36:16 Gold's secular and cyclical bull case37:13 How much gold belongs in a balanced portfolio40:32 “No Pets Allowed”: trust aggregates, not single signals47:16 Bear-watch vs. rally-watch signals in 202549:02 Using historical analogs without overfitting51:00 NDR culture: objectivity over narratives53:41 Why independence matters53:59 Two closing questions: contrarian belief and one lesson59:03 Where to find Tim and NDR; disclaimer

Recording date: 12th September 2025The precious metals mining sector is experiencing a fundamental transformation as institutional capital floods into gold equities and junior exploration companies secure financing levels unseen in over a decade. Olive Resource Capital, reporting their strongest performance since inception, exemplifies the sector's momentum with exceptional returns through traditionally challenging summer months.Junior mining companies now routinely raise $20-30 million compared to historical norms of $3-4 million, enabling drilling programs of 100,000+ meters annually versus previous budgets limited to 5,000 meters. This capital influx positions well-funded exploration companies to potentially transform million-ounce discoveries into tier-one deposits exceeding 5 million ounces, attracting major producer acquisition interest.The Anglo American-Teck merger announcement signals accelerating consolidation activity, with both companies essentially placing themselves in acquisition play. Cash-rich gold producers are shifting from capital discipline messaging toward growth strategies, fundamentally altering the M&A landscape. Companies previously considered acquisition targets, such as IAMGOLD, now possess the balance sheet strength to become buyers themselves, dramatically expanding the potential acquirer pool.Silver sector opportunities are multiplying as $40 silver prices make virtually every global silver company economical, attracting significant investment including backing from Eric Sprott across multiple ventures. The sector benefits from both improved economics and the crypto community's embrace of gold as "natural bitcoin."Institutional participation extends beyond traditional resource funds, with generalist money driving gold equity outperformance versus the underlying commodity. New faces at industry conferences indicate capital sources outside the typical mining investment circle are entering the space.The upcoming Denver Gold Forum will reveal whether major producers formally pivot from capital discipline rhetoric to growth-focused strategies, potentially triggering additional M&A activity as the sector matures into a more sophisticated phase of the current bull market cycle.Sign up for Crux Investor: https://cruxinvestor.com

Six years ago, we launched our podcast with a strong focus on the emerging Ethereum ecosystem, which led us to uncover groundbreaking opportunities early on—DeFi, NFTs, the Metaverse, and more. Back then, Ethereum was widely regarded as the epicenter of innovation, attracting cypherpunks eager to experiment with smart contracts and drive a digital revolution. Since then, that initial spark has faded, and with it, Ethereum's dominance in the crypto market, reflected in the price of $ETH. In this episode, we breakdown the factors behind this shift and share our insights on how the 2025-2026 bull market could unfold beyond the era of tariff scares. We also discuss Bitcoin's evolving role in the ecosystem and how it fits into the bigger picture. Topics: First up, reflecting on 6 years of the Block Runner podcast Next, what's attracting cypherpunks to experiment with smart contracts and drive a digital revolution? and Finally, share our insights on how the 2025-2026 bull market could unfold beyond the era of tariff scares Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord

Since 2022 Trough there has been a three year rally, The latest news on Apple, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

Since 2022 Trough there has been a three year rally, The latest news on Apple, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan IgnacioSee omnystudio.com/listener for privacy information.

Tim Thomas expects a 25-basis-point rate cut next week, with another later this year. He expects the “earnings-led bull market” to continue into next year. His “one concern” is high valuations. Tim favors tech stocks, “big hyperscalers” and AI infrastructure, and is looking for winners in software. He also thinks financials will see a boost from IPO & merger activity along with deregulation. “On the long-term, thematic arena” he thinks utilities will benefit from AI energy demands, along with pipelines and transportation.======== 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

You may be missing the biggest bull market right now. Today we share how you can make sure you're a part of it. We talk market trends as we hit September, which has historical weakness for stocks and the tendency for markets to defy consensus expectations. Equities and commodities like oil and natural gas have been lackluster, gold has quietly entered a strong bull market, driven largely by central bank buying rather than retail investors. Investor psychology, price action, and historical cycles shape opportunities in gold and silver markets. We also talk about cultural and global perspectives, noting that Americans tend to favor stocks and dollars over gold. We discuss... September was noted as historically one of the weakest months for stocks, often followed by a rebound later in the year. Markets often defy consensus expectations, meaning heavy selling sentiment could set up a surprise rally. Gold has entered a strong bull market, driven by consistent central bank buying rather than retail investors. Silver has lagged behind gold but is positioned for a potential breakout as individual investors enter the market. Precious metals tend to move in cycles, with gold leading, then silver, followed by miners and junior miners. Mining stocks can outperform in bull markets but generally have poor business models and higher risks. Central banks' distrust of the financial system underpins their growing gold accumulation. Kirk emphasized that gold miners, though risky and often unprofitable, can deliver exponential upside in bull markets. Junior miners were described as the most volatile and speculative plays, offering high risk and high reward. Futures markets were highlighted as distorting bullion's true value and price signals. Central banks are steadily accumulating gold instead of treasuries, signaling waning trust in U.S. debt. U.S. bonds are losing their safe-haven status compared to previous cycles. Political uncertainty, including figures like Trump, adds to market unpredictability. Diversification was stressed as key, since risks are already embedded across today's financial markets.   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 show notes at https://moneytreepodcast.com/the-biggest-bull-market-right-now-745 

All eyes have been on gold as the yellow metal has hit record high after record high. But there is another bull market that is somewhat in the shadows. Silver. In this episode of the Midweek Memo, host Mike Maharrey highlights the silver market, covers the dynamics driving the price up, and explains why there are solid reasons to think silver has plenty of room to run even higher. 

Morgan Stanley's CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for U.S. stocks after Friday's nonfarm payroll data reinforced the thesis of a transition from a rolling recession to a rolling recovery.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing Friday's Payroll report and what it means for equities. It's Monday, Sept 8th at 11:30am in New York. So let's get after it. The heavily anticipated nonfarm payroll report on Friday supports our view that the labor market is weak. However, this is old news to the equity market as we have been discussing for months. First, the labor market data is perhaps the most backward-looking of all the economic series. Second, it's particularly prone to major revisions that tend to make the current data unreliable in real time, which is why the National Bureau of Economic Research typically declares a recession started at a time when most were unaware we were in one. Furthermore, history suggests these revisions are pro-cyclical, meaning they get more negative going into a recession and then more positive once the recovery's begun. It appears this time is no different. Indeed, Friday's revisions were better than last month's by a wide margin suggesting the labor market bottomed in the second quarter. This insight adds support to our primary thesis on the economy and markets that I have been maintaining for the past several years. More specifically, I believe a rolling recession began in 2022 and finally bottomed in April with the tariff announcements made on “Liberation Day.” After the initial phase of this rolling recession, that was led by a payback in Covid pull-forward demand in tech and consumer goods, other sectors of the economy went through their own individual recessions at different times. This is a key reason why we never saw the typical spike in the metrics used to define a traditional recession, although the revisions data is now revealing it more clearly. The historically significant rise in immigration post-covid and subsequent enforcement this year have also led to further distortions in many of these labor market measures. While we have written about these topics extensively over the past several years, Friday's weak labor report provides further evidence of our thesis that we are now transitioning from a rolling recession to a rolling recovery. In short, we're entering a new cycle environment and the Fed cutting interest rates will be key to the next leg of the new bull market that began in April. Central to our view is the notion that the economy has been much weaker for many companies and consumers over the past 3 years than what the headline economic statistics like nominal GDP or employment suggest. We think a better way to measure the health of the economy is earnings growth, and breadth; as well as consumer and corporate confidence surveys. Perhaps the simplest way to determine if an economy is doing well or not is to ask: is it delivering prosperity broadly? On that score, we think the answer is “no” given the fact that earnings growth has been negative for most companies over the past 3 years. The good news is that growth has finally entered positive territory the past 2 quarters. This coincides with the v-shaped recovery in earnings revisions breadth we have been highlighting for months. We think this supports the notion that the worst of the rolling recession is behind us and likely troughed in April. As usual, equity markets got this right and bottomed then, too. Now, we think a proper rate cutting cycle is likely and necessary for the next leg of this new bull market. Given the risk that the Fed may still be focused on inflation more than the weakness in the lagging labor market data, rate cuts may materialize more slowly than what equity investors want. Combined with some signs that liquidity may be drying up a bit as both corporate and Treasury issuance increases, it would not surprise me if equity markets go through some consolidation or even a correction during the seasonally weak time of the year. Should that happen, we would be buyers of that dip and likely even consider moving down the quality curve in anticipation of a more dovish Fed and coordinated action with the Treasury. Bottom line, a new bull market for equities began with the trough in the rolling recession that began in 2022. It's still early days for this new bull which means dips should be bought. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

In this episode of Mining Stock Education, host Bill Powers is joined by Jeff Phillips, a highly successful junior mining speculator and activist investor. Jeff shares his journey from entering the resource market in the 90s to his current role as a strategic consultant. He discusses the importance of understanding the speculative nature of junior mining stocks, key factors he looks for in investments like management ownership and share structure, and his multi-bagger formula for achieving massive returns. Jeff also highlights his experiences with notable companies and offers practical advice for navigating the junior resource sector. 00:00 Intro 00:28 Meet Jeff Phillips: A Successful Junior Mining Speculator 00:56 Jeff's Early Days in Resource Investing 01:29 The Bull Market and Learning Curves 02:11 Transition to Corporate Communications 03:20 Success in Oil and Gas Investments 04:41 Re-entering the Resource Market 05:52 Speculating vs. Investing in Junior Resources 06:49 The Thrill of Speculation and Key Success Factors 08:40 Importance of Share Structure and Management 14:27 The Role of Warrants and Shareholder Support 16:04 Consulting and Due Diligence in Early-Stage Projects 18:08 Investment Opportunities with Bob Dickinson 19:22 Exit Strategies and Market Dynamics 20:21 Success Stories in Lithium and Rare Earths 24:59 The Future of Natural Resources 27:32 Navigating the Junior Resource Sector 32:30 Concluding Thoughts and Advice Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:02 - Why the current market doesn't reflect a true speculative mania yet 04:11 - How institutions—not retail—are driving this bull cycle 05:38 - What the “hodler net position change” metric reveals about whale behavior 11:33 - How governments may quietly confiscate Bitcoin through custodians 22:41 - Why M2 money supply contraction exposes fiat's Ponzi-like structure 27:41 - Bitcoin's potential to replace gold as the global monetary anchor 33:01 - Why Wall Street's shallow engagement with Bitcoin's tech is concerning 35:00 - How Lightning Network could disrupt stablecoin platforms 39:03 - The growing convergence of AI, Bitcoin mining, and energy infrastructure 46:07 - Why Bitcoin could genuinely reduce global conflict long term Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES X Account: Tuur Demeester. Report: How To Position for the Bitcoin Boom by Tuur Demeester. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Vanta Unchained Onramp Netsuite Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On episode 206 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: http://public.com/compound Learn more about Vanguard by visiting: https://www.vanguard.com/audio Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices