Podcasts about bull market

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We break down the massive implications of the U.S. Treasury's multi-billion dollar buyback program and how direct bond market intervention is shifting yields. The conversation also explores incoming PCE inflation data, expected Nvidia earnings, and what the financial policies discussed at Jackson Hole mean for upcoming Federal Reserve rate decisions.Beyond the macro setup, we analyze Bitcoin's recent breakout to determine if the bear market is truly over amid anticipated institutional adoption. Finally, we map out the five non-negotiable rules for raising investor capital and break down the four unique types of leverage you can use to secure real estate ownership today.KEY TOPICS DISCUSSEDU.S. Treasury buybacks and direct bond market interventionPCE inflation data and future Federal Reserve rate pause predictionsNvidia earnings expectations and impact on the broader tech sectorJackson Hole economic symposium and the proposed Crypto Clarity ActBitcoin price breakouts and expanding institutional market adoptionThe five non-negotiable rules for successfully raising investor capitalFour distinct types of capital used to aggressively acquire real estateKEY TAKEAWAYSThe Federal Reserve is heavily leaning toward rate pauses rather than cuts, shifting the focus to direct treasury interventions to lower bond yields.Sustained Bitcoin all-time highs will likely depend on the passage of the Crypto Clarity Act and the subsequent entry of regulated U.S. government purchasing.Leading with a deal's downside risk and stress-testing potential threats is the fastest way to build credibility with sophisticated capital investors.You do not always need liquid cash to acquire real estate; sourcing the deal, operating the asset, or leveraging your personal balance sheet are equally valuable forms of capital.Never pitch an investment opportunity that you do not have ultimate operational control over, as protecting investor capital requires executive decision-making power.CONNECT & TAKE ACTIONVisit skylineocresidences.com to discover luxury homeownership and exceptional value at Skyline OC.Invest in the Imagos Income Fund for steady passive returns targeting 10%. Text INCOME to 844-447-1555.Get a free financial portfolio X-Ray to audit your current investments. Text XRAY to 844-447-1555.Partner with the team on commercial real estate equity deals. Text DEALS to 844-447-1555.

Aug 25, 2026 – Legendary gold investor Pierre Lassonde joins Jim Puplava to reveal why gold's current bull market may only be the beginning of a much larger advance throughout the remainder of this decade. Lassonde exposes striking historical...

Crypto News: Bitcoin rallies to $80,000 and altcoins are on the move with may signals flashing the crypto bull market is here. Coinbase tokenized stocks go live on Base with Chainlink price feeds. Standard Chartered becomes first bank to distribute Hong Kong dollar stablecoin.

In this Crypto Water Cooler episode, Tony and Amanda discuss Bitcoin's recent rally and whether the crypto bull market has finally returned, the SEC's new Regulation Crypto guidance, Citibank's launch of Bitcoin custody services, Goldman Sachs' Bitcoin ETF acquisition, and much more.

In this episode of the Crypto Rundown, Brian, Joe & Tevo explore the recent crypto market surge, including the largest $3 BILLION short squeeze in history, and discuss macroeconomic factors, tokenized assets, and innovative projects shaping the future of crypto investing.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Intro01:58 The Largest Short Squeeze in Crypto History03:58 Market Sentiment and Macro Influences07:02 Tokenized Assets and Their Growing Role09:12 Ethereum's Outperformance and Altcoin Trends12:00 Regulatory Developments and Market Confidence15:07 NFTs, Meme Coins, and New Digital Assets19:05 Market Sentiment and Fear Greed Index23:11 Macro Outlook and Future Opportunities25:52 In-Trenches Market Analysis and Tokenized Stocks29:59 Speculative Projects and Meme Coins34:52 Insider Insights and Market Tracking40:05 NFTs with Tokenized Stocks and Physical Assets44:50 Emerging Trends in Digital Assets48:15 Final Thoughts and Market OutlookSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In 2010, Brian Belski said we were entering a 25 year bull market. Fifteen years later, he hasn't changed his tune.  Brian Belski, CEO and Chief Investment Officer of Humulis Investment Strategies, sits down with SoFi Chief Market Strategist Liz Thomas to share his perspective on today's bull and what could shake it. He also discusses how Humulis is approaching current market conditions, including why he believes knowing what you don't know can be just as valuable as having all the answers.  Brian also discusses why he's looking beyond tech and what he's seeing in other areas of the market, including the financial sector. He shares how that broader outlook shapes his continued confidence in the American consumer. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

In this Ask the Expert episode, Lon Shaver, President of Silvercorp Metals, joins Craig Hemke for Sprott Money to discuss the silver price, gold price, mining stocks, supply constraints, production costs, and what could drive the next move in precious metals. Silver remains above historically significant levels, mining supply is difficult to expand, and industrial demand continues to support the long-term outlook. Lon explains why today's price of silver remains encouraging despite trading below earlier highs, why new mines can take many years to reach production, and how limited new supply could affect the silver market. He also discusses Silvercorp Metals' low-cost production, expansion plans in China, Ecuador and Kyrgyzstan, drilling programs, and the company's exposure to silver.

Bull markets can be just as dangerous for your portfolio as market crashes! Jason and Jeff share how to navigate all-time highs, avoid FOMO, and manage your big winners. 01:06 Markets At New Highs 02:36 Survive A Bull Market 03:48 Recent Crises To Endure 06:30 What Is A Bull Market 08:47 Sidelines And Opportunity Cost 13:44 Fear Vs FOMO 16:37 AI Wave And Market Pockets 20:40 Trade Desk TAM Reality Check 22:12 Datadog Vs SoFi Trimming 25:47 Portfolio Concentration Mindset 27:33 Trimming Winners Wisely 28:32 Position Size vs Age 30:28 Rebalancing Asset Allocation 32:59 Framework Over Emotion 33:26 Lessons From 2022 36:01 Dry Powder Strategy 38:55 Cash Psychology Differences 44:07 Bull Market Mistakes 47:44 Regret Minimization Framework 49:38 When Everyone Asks Companies mentioned: CRWD, CSCO, DDOG, MSFT, NVDA, SOFI, TTD, ZM Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 255 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. They also get into the battle for ETF brand loyalty, whether $1 billion is the new benchmark for a fund that matters, prediction-market ETFs, the outlook for crypto and small caps, healthcare's comeback, and the trillions of dollars still sitting in retail money-market funds. Plus, why professional sports franchises are starting to look a lot like the stock market—and what Wall Street might package into an ETF next. This episode is sponsored by VanEck. To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound 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 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ VanEck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Luke Gromen, founder of the macro research firm Forest for the Trees, or FFTT. In today's episode, Luke argues that free trade is dead, and the US is pivoting to Hamiltonian economics: tariffs, reshoring, and a neutral reserve asset. He explains why the US Treasury can no longer be the world's reserve asset, why long bonds have become certificates of confiscation, and why gold belongs in every portfolio. To close, Luke explains why AI has become a snake eating its own tail on the government's tax base. (0:00) Introduction (2:38) The Stupid Washington Consensus and Hamiltonian Economics (9:14) Portfolio positioning and real rates in the current regime (15:19) Sponsor: Upwork (16:17) Importance of real returns and gold (21:18) US fiscal challenges and bond market outlook (27:21) Gold performance, allocation strategies, and diversification (35:09) Evaluating non-US equity markets and sectors (40:54) Investing in electricity and industrials (45:11) Risks, competition, and national security in the AI sector ----- Sponsor: Upwork is the world's largest human and AI-powered freelance marketplace to hire top talent—trusted by businesses and professionals worldwide. Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠).

We sit down with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, where he believes that we are setting up for a Secular Bull Market coming up. We go through the global debt problem, and why AI could fuel a massive new investment cycle. Lastly, we'll touch on falling rates, explosive earnings growth, Bitcoin's generational opportunity, and whether today's technology boom ultimately ends like the dot-com bubble. We also discuss Canada's economic challenges, a country deserving to be one of wealthiest in the world, yet decades of poor policy and underinvestment have left us falling behind. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourCheck out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!Schedule an exploration call with IceCap Asset Management: https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay up to date with our information -

¿Es mejor invertir en bolsa que comprar una casa? ¿Cuánto dinero necesitas para empezar a invertir? ¿Y realmente puedes hacerte rico comprando acciones?En este episodio de Comprende Podcast, platico con Iván Santiago, empresario, corredor de bolsa y fundador de BlackBull, sobre cómo funciona realmente la Bolsa de Valores, cómo invertir en acciones y qué necesita saber una persona antes de poner su dinero en los mercados financieros.Hablamos de las diferencias entre invertir en la Bolsa de México y la Bolsa de Estados Unidos, cómo saber si una acción está cara o barata, qué son el Bull Market y Bear Market, cuánto porcentaje de tus ingresos deberías invertir y por qué Iván considera que invertir en acciones puede ser mejor que comprar una casa.También entramos a temas polémicos: ¿invertir en bolsa es prácticamente apostar? ¿Qué pasó con Xifra? ¿Qué hizo realmente El Lobo de Wall Street? ¿Qué piensa un corredor de bolsa sobre Bitcoin y las criptomonedas? ¿Por qué Ricardo Salinas Pliego las promueve?Finalmente hablamos sobre libertad financiera, emprendimiento, creación de patrimonio y la relación entre dinero y felicidad.Si quieres aprender sobre inversiones, acciones, bolsa de valores, finanzas personales y cómo hacer crecer tu dinero, este episodio es para ti.

In today's episode, I read the opening of my new book, Investing in America: The Rise of a 250-Year Bull Market, plus a couple of sidebars. The book is available now. Grab a copy on Amazon or learn more at www.investinginamericabook.com. ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠).

Wayne Penello, president and chief executive officer at NextGen EMP, says he expects the Standard & Poor's 500 to double in the next five years, in the "greatest bull market we have seen in 60 to 80 years," though he acknowledges that this kind of rise ultimately will end in a bubble. He thinks the market can rally, with only modest to moderate corrections, before it reaches that crescendo, and says investors should be watching for the point where artificial intelligence is over-saturating the market to where prices collapse to see when that is likely to happen. Penello, a Wall Street veteran whose firm recently opened the Efficient Market Portfolio Plus ETF — a long-short fund that tries to balance risks by leaning into or away from market sectors, says he is leaning into semiconductors, particularly when the market sorus on them, and is going light or away from consumer discretionary stocks and utilities. Olivia Valdes, senior researcher at the FINRA Investor Education Foundation, updates us on the group's study of financial frauds. FINRA recently released "Patterns in Fraud Awareness: What Comes to Mind When Americans Think About Financial Fraud," which asked people to name the common schemes and tactics fraudsters use, and found that even identity-based crimes — the thievery that most Americans are aware of and cautious about — was top of mind for only half of the population. Valdes says this helps to explain how even savvy consumers get taken in by schemes, as fraud losses in the U.S. now run at nearly $200 billion per year.  In the Money Life Market Call, Stefan Grater, portfolio manager overseeing the domestic and international value strategies at Eldred Rock Partners, discusses his disciplined, concentrated approach to value investing.

In today's episode, Tyler breaks down a whirlwind day in the markets driven by the latest CPI inflation data and what it means for future rate hikes and yields. He digs into stunning Q2 earnings results, highlights the overwhelming strength in semiconductors and industrials, and explains why the so-called “AI bubble” is nothing like the dot-com era. Plus, Tyler breaks down why all-time highs are opportunities, not dangers. Tune into today's podcast to learn more.

Bull markets don't last forever. The problem is... nobody rings a bell at the top. With the major indexes pushing near record territory, optimism remains high and investors continue pouring money into stocks. But a great viewer question got me thinking: What could actually cause this bull market to end? There isn't one simple answer. In today's episode, we'll break down the biggest threats facing the market and identify the warning signs traders and investors should be watching before sentiment changes. We'll discuss: Inflation – Could another acceleration in prices force the Federal Reserve to become more aggressive? Interest rates – At what point do higher rates become too much for stocks to handle? Bond yields – Could rising Treasury yields finally pull money away from equities? Unemployment – How much deterioration in the labor market would signal genuine economic trouble? Corporate earnings – Ultimately, stock prices need profits. What happens if earnings growth begins to stall? Valuations – How expensive is too expensive, especially in AI and technology? Geopolitics – Could an unexpected global event become the catalyst that finally changes investor sentiment? Market psychology – When everyone becomes bullish, complacency itself can become a risk. The key is understanding that none of these indicators exists in isolation. Inflation impacts interest rates. Interest rates impact bond yields. Higher borrowing costs impact businesses and consumers. Economic weakness impacts employment. And eventually, all of it flows through to corporate earnings. That's why calling the end of a bull market based on one indicator can be a huge mistake. Bull markets rarely die because of one headline. They end when the underlying conditions supporting higher prices begin to change. So what are those conditions telling us right now? That's what we'll break down on today's show. Listen now:

Rob Hadick discusses how institutional adoption is accelerating even as retail activity remains weak. We cover the growth of prediction markets, stablecoins, and tokenization, what caused the October 10 liquidation event, and why the next crypto cycle could be more selective, with stronger fundamentals and institutional capital driving the winners. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Crypto 101 Podcast, Spencer Applebaum, General Partner & Co-Head of Venture at Multicoin Capital, joins from the Out East Summit to explain how Multicoin approaches crypto investing across liquid tokens, venture, and crypto-related equities. He breaks down why the firm remains fully focused on crypto while many peers chase AI and robotics.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comCheck out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 - Intro01:25 - Multicoin Capital's crypto-only investment thesis03:00 - Why public research helped Multicoin grow05:30 - Liquid hedge fund vs venture investing strategy07:10 - Tokens vs equity in crypto projects09:40 - Clarity Act, CFTC, SEC, and regulatory momentum12:40 - How Multicoin thinks about long-term crypto investing14:00 - Hyperliquid, Solana, Robinhood, and Zcash positions17:10 - Why Apollo buying Morpho matters20:45 - Digital asset treasury companies and MicroStrategy22:40 - What could restart the crypto bull marketSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/CRYPTO101 for a great deal: https://scribe.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Is now the right time to buy gold and gold stocks—or should investors wait? In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold every one of his gold and silver stock positions, why he refuses to chase the current rally, and the warning signs he believes investors should watch before putting new money to work. While many investors remain bullish on gold, silver, mining stocks, and commodities, Lobo argues that having the right long-term thesis doesn't always mean it's the right time to buy. He explains why market history, investor psychology, and disciplined risk management matter more than fear of missing out. In this interview you'll learn: * Why Lobo Tiggre sold all of his gold and silver stocks * Whether the gold bull market is still intact * The biggest mistakes gold investors make * How to identify warning signs before buying * Why patience can outperform chasing momentum * Gold vs. silver vs. commodity investing * The role of risk management in volatile markets * Why "don't confuse the inevitable with the imminent" is one of the most important investing lessons

Is the Bitcoin bottom finally in? If so, which altcoins have the best chance of leading the next crypto bull market? In this episode, John Gillen sits down with Austin Arnold (Altcoin Daily) to break down exactly how he's positioning his portfolio for the next cycle. They discuss Bitcoin's bottoming process, the biggest crypto narratives to watch, and why only a handful of altcoins are likely to outperform.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Bill Barhydt, Founder/CEO Abra, joined me to discuss the current state of the crypto market and what needs to happen for the market before the next major bull run. Recorded July 10th.Topics: - Crypto bear market and when the bottom might be in - Tokenization and markets going 24/7 - Clarity Act outlook - AI 's impact on the economy and life- Future of Prediction markets

Josh Stevens discusses the market's shift away from hyperscaler earnings and the AI trade toward the traditional economy, with JOLTS and payrolls data taking center stage this week. He explains why stocks lacking earnings momentum could face greater downside risk and argues the next phase of the bull market will depend more on the broader S&P 500 than the Mag 7.======== 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

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book, "Investing in America: The Rise of the 250-year bull market." This book is a US stock market fanatic's dream. It's a coffee-table-style book that breaks down US capitalism by decade, with beautiful charts and pictures and, most importantly, a narrative for each decade highlighting major business highlights, economic shortfalls, wars, and unexpected bumps in the road.   Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Your S&P 500 fund says 7% — but over 300 of its stocks are beating the index. This week we dig into the massive broadening of the market that almost nobody in the financial media is talking about, and why we think it's the healthiest thing to happen to this bull market in years.For three years, seven stocks did all the talking. This year, the other 493 are answering. On this week's Money On Tap, we walk through the numbers behind the broadening: the Magnificent Seven still make up roughly a third of every dollar in a cap-weighted S&P 500 index fund — which is exactly why so many statements look stuck at 7% while the equal-weight S&P runs above 14%, the Russell 1000 Value nears 20%, and healthcare and industrials each post roughly 24% year to date. We connect it to the 100-year-old Dow theory (industry makes goods, transportation moves them — and both are near highs), unpack the defensive-stock paradox (staples rallying while nobody calls a recession), revisit the historical pattern from 1983, 1995, 2003, 2013, and 2020 where tech blows out and then leadership broadens — and get practical about what a broadening market rewards most: rebalancing, equal-weight exposure, sector and international diversification, and knowing what your 401(k) actually owns.What you'll learn:Why a third of every S&P 500 index-fund dollar sits in just seven stocks — and what that's done to your return this yearThe breadth numbers: 300+ stocks beating the index, roughly seven in ten S&P names up on the yearThe sector scoreboard: healthcare ~24%, industrials ~24%, staples ~11.3%, financials ~9.7%, utilities ~7.6%Why money is rotating, not leaving — and why that's the opposite of how crashes startDow theory at 100+: what industrials and transports near highs historically signalThe defensive-stock paradox: staples leading without a recession call anywhere in sightThe rebalancing playbook: taking profits without apology, calendar discipline, equal-weight funds (11.9% vs 10.9% over 20 years)How to broaden with new contributions instead of selling your winnersTarget-date fund warnings: layered fees, hidden allocations, and no way to rebalanceWhy this is not a reason to dump technology — proportion, not exitPlus Money In The News:A property-management company bets $200K on AI to make the trades more efficient — filling a labor gap instead of cutting jobsApple set for its strongest June-quarter sales growth in five years — flat iPhone pricing, a $5 trillion moment, and sitting out the AI arms raceThe 100-year-old Dow theory says this market isn't done climbingWant a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over.Read the companion blog: https://www.brayshawfinancial.com/blogSchedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsultaBrowse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Past performance is not a guarantee of future results.Why is my S&P 500 index fund underperforming the market in 2026?Because the S&P 500 is cap-weighted: roughly a third of every dollar in the index sits in just seven stocks — the Magnificent Seven — and several of them are having an off year. Meanwhile the equal-weight S&P 500 is up more than double the cap-weighted index, and over 300 individual S&P stocks are beating it, led by healthcare and industrials near 24%. The fix isn't leaving the market — it's diversification: equal-weight exposure, sector funds, and a rebalancing discipline that trims concentration back to your plan.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.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 will explain why the recent volatility in markets makes sense. It's Wednesday, July 22nd at 2 p.m. in New York. So, let's get after it. The broadening trade is back and it's gaining steam. We established this thesis last week. Importantly, there's a key reason this broadening trade is likely to continue. One of the more crowded areas of the market—semiconductors—has lost its momentum. As I've also noted before, this is not a call that the AI cycle is over. However, stocks do trade on the rate of change in growth, and expectations often reach a place where they can no longer surprise on the upside. Earnings revisions tend to get too stretched, and capital starts looking for the next place where fundamentals are improving but positioning is still light. This is no different than what happened to other leadership groups earlier this year in areas like precious metals and energy stocks. Remember, I first made the call for market broadening in our November outlook. My view is that the economy had moved into a new expansion after the rolling recession ended in April 2025. Markets were starting to catch on before the Iran conflict interrupted that trend. Investors piled back into the AI trade—especially semis—as oil prices jumped and Fed expectations shifted more hawkish. Back in June, I noted that those earnings revisions were likely nearing their peak. Hyperscale stocks starting to lag was the first indication. Since semis ultimately depend on hyperscaler spending, that divergence usually doesn't last. It doesn't mean the buildout is ending. However, the spenders may be moving from blind enthusiasm to a more disciplined phase as a means of addressing the market's concerns about falling cash flows. We've seen this pattern before. Since ChatGPT launched, this ebbing and flowing between the hyperscaler and semiconductor stocks has happened three times. This is the fourth such adjustment, during which the hyperscaler stocks are likely to outperform the semis. Since a few weeks back, hyperscalers have outperformed semiconductors by almost 30 percent. Another consequence is that the major averages may trade lower in the near term. When a crowded, large-cap leadership group is unwinding, the index can look choppy even as the market underneath is improving. That's the key distinction. The index may struggle, but the broadening can still work. Over the next month, don't be surprised if the S&P 500 trades as low as 7000 before it makes a move to 8000 by year-end. Use this weakness to add to equity positions. I continue to like Consumer Discretionary Goods, Transports, and Biotech. Discretionary Goods remains one of the cleaner expressions of the broadening thesis. Wallet share is shifting from services back toward goods, goods pricing is improving, and earnings revisions are strengthening. Transports continue to show improving revisions as volumes stabilize and pricing gets better. Biotech is one of the more attractive lower-rate beneficiaries, especially if policy expectations are too hawkish, as I think they are. On that last point, the Fed backdrop matters. The June FOMC meeting told us forward guidance is going to be limited, and the inflation path is going to drive policy. The softer-than-expected inflation data last week should allow the Fed to stay on hold rather than hiking. It may take the bond market a few more data points to fully re-price this view. Bottom line, the broadening is in gear, but it may not feel comfortable because it's happening while the crowded momentum trade unwinds, a process that is likely unfinished. That's usually how rotations in market leadership work. Like spring, it's often: in like a lion and out like a lamb. 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!

Patrick Ryan explains how market leadership has expanded beyond mega-cap tech, a sign of a healthier and more durable bull market. While AI has captured investor attention, Ryan argues that strong consumer spending, a resilient labor market, and broad earnings growth across large-, mid-, and small-cap stocks are the real drivers behind the market's strength.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

My Free tools for sites and researchers: https://coordinare.co/Free EDC Tool: https://crc-edc-sandbox.netlify.app/My substack FREE: https://substack.com/@dansfera1?r=27gh4e&utm_medium=ios&utm_source=profileInato: https://go.inato.com/3VnSro6CRIO: http://www.clinicalresearch.ioMy PatientACE recruitment company: https://patientace.com/Join me at my conference! http://www.saveoursites.comText Me: (949) 415-6256Listen on Spotify: https://open.spotify.com/show/7JF6FNvoLnBpfIrLNCcg7aGET THE BOOK! https://www.amazon.com/Comprehensive-Guide-Clinical-Research-Practical/dp/1090349521/ref=sr_1_1?keywords=Dan+Sfera&qid=1691974540&s=audible&sr=1-1-catcorrText "guru" to 855-942-5288 to join VIP list!My blog: http://www.TheClinicalTrialsGuru.comMy CRC Academy: http://www.TheCRCacademy.comMy TikTok: DanSfera

Sid Choraria explains why investors should focus on recurring cash flow rather than adjusted earnings, warning that accounting changes can make results appear stronger than they really are. He also examines how AI could pressure the competitive advantages of companies like Accenture (ACN), Cognizant (CTSH), and Adobe (ADBE), and discusses why even top performers such as Nvidia (NVDA) can see their stocks fall when growth expectations are already priced in.======== 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

In this episode of the Milk Road Show, we sit down with Colin McCune, Head of Government Affairs at Andreessen Horowitz (a16z), to break down the latest developments in Washington, why the Clarity Act matters for Bitcoin, Ethereum, stablecoins, and crypto startups, and how U.S. regulation could shape the next phase of the bull market.~~~~~⁠⁠⁠⁠⁠⁠

Jeff Weniger has a strong outlook for what he calls a "raging bull market." He says earnings growth can reach 20% into 2027, adding that he sees no red flags in the jobs market. As for Kevin Warsh and the Fed, Jeff doesn't anticipate interest rates to move much higher than current levels, and even says there's a chance the FOMC is more dovish than Warsh is willing to admit. ======== 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

In today's episode, Tyler dives into the latest market action, where despite some red on the major indexes, there's a wave of strength beneath the surface across sectors and internals. Tyler explores why fear persists in this “rotational bull market,” breaks down key earnings from major global players like Samsung and TSMC, and shares his bullish perspective on tech, semiconductors, and the broader generational bull market. 

"You can see the potential is beyond 10 million ounces." – Tara Christie, President & CEO of Banyan Gold. Discover why Christie believes Banyan Gold is approaching a major re-rating as it advances one of the Yukon's largest gold projects toward its first PEA. She discusses the company's 8.6-million-ounce gold resource, fully funded 70,000-meter drill program, exceptional infrastructure, growing institutional interest, and why she believes the project still has significant room to grow.

When Steve turned on the Zoom to start the podcast, he saw Dave fast asleep. Once Dave explained that, by law, 64 year old men must take a nap at 2pm on warm summer days, they were able to touch on Trump Accounts, Reasons to be bullish on this Bull Market, and Financial Fraud. Unlike Dave, you'll be wide awake for the entirety of episode 130 of Plan For Life Now. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state's 529 plan, investors should consult a tax professional. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.

"The biggest gains in this gold bull market may still be ahead." – Collin Kettell, Founder & CEO of Palisades Goldcorp PALI (TSXV).Discover why Kettell believes junior miners remain deeply undervalued, how his company built a portfolio of 1.7 billion warrants, and why investor capital could soon flood into the sector. 

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad. In this episode: Welcome back, Meb Faber, cofounder of Cambria Investment Management [0:01] How long can this bull market last? [2:16] Why U.S. investors should look abroad [11:30] How Cambria navigates the market for investors [16:21] The power of networking [27:26] Meb's new book breaks down America's 250-year bull run [28:47] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode of the Milk Road Show, we sit down with Krista Lynch, Head of Capital Markets at Grayscale, to break down why crypto ETFs are entering a new phase of growth. We discuss Bitcoin ETF outflows, institutional adoption, financial advisor demand, staking ETFs, covered-call strategies, Hyperliquid, and why regulatory clarity could unlock the next wave of capital into crypto.~~~~~⁠⁠

Ryan Detrick discusses why he believes the current bull market still has room to run, pointing to strong corporate earnings, healthy profit margins and resilient investor sentiment. He outlines his 15% to 18% upside target for the S&P 500 (SPX), explains why recent volatility hasn't derailed the market, and shares a more dovish Fed outlook than what many investors currently expect.======== 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

Despite rising oil prices and geopolitical tensions in the Strait of Hormuz, Talley Leger remains firmly in "buy the dip" mode. He argues that steady economic growth, moderating inflation, and earnings growth should keep the bull market intact, with cyclical sectors offering opportunities beyond technology.======== 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

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  The market continues to push higher, but beneath the surface, leadership is changing rapidly. Commodities have suffered a sharp pullback, healthcare is quietly staging a comeback, semiconductors continue to dominate the AI narrative, and expectations for interest rate cuts are fading as inflation proves more persistent than many expected.In this episode of Today's Market Explained, Brian Kasal and Chris Reardon break down the latest market rotation, why international equities continue to outperform, and how stronger-than-expected economic data is reshaping the Federal Reserve's outlook. They also examine what falling oil prices, resilient employment, and record AI investment spending mean for investors heading into the second half of the year.Valuable Insights You'll Learn:Why commodities experienced one of their sharpest pullbacks of the yearHow semiconductors—not the Mag Seven—are driving today's AI rallyWhy the Federal Reserve is becoming less likely to cut interest ratesWhat stronger-than-expected employment numbers reveal about the economyFollow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained  Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov 

Meb Faber, chief executive and chief investment officer at Cambria Investments, says that large-cap domestic stocks have done so well that it has masked the rise of the rest of the investment ecosystem, but now that he expects recent good times to be balanced out by tougher stretches ahead for the Standard & Poor's 500, investors will want to take advantage of small-cap stocks, foreign stocks and more. That's good preparation for bear markets, and Faber makes it clear that downturns are a feature of the market, something that will come around again. Faber — who will return to Wednesday's show to discuss his new book, "Investing in America: The Rise of a 250-Year Bull Market" — says the trend remains "all signs green" for the market currently, but he says investors should be watching for change. Willie Delwiche, investment strategist at Hi Mount Research, says that the best environment for the stock market isn't falling rates, but rather rates that aren't moving. That positions the stock market to be in a "boring" and "quiet" environment where it can keep riding technicals which Delwiche describes as being "in pretty good shape" right now, with all 11 sectors of the S&P 500 above their long-term moving averages and more stocks making new highs than are making new lows. Those patterns are creating "strength beneath the surface" that he says can power the market higher. David Miller, co-founder of Catalyst Mutual Funds talks about insider buying as an indicator of corporate strength, monopoly and oligopoly positions as a way to play developing technologies and more in a wide-ranging Money Life Market Call.

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.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 discuss why I think the broadening out in equity markets can continue. It's Monday, July 6th at 11:30 am in New York. So, let's get after it. Let's talk about a market dynamic that's becoming harder to ignore. The broadening trade is back, and it's gaining momentum partly because one of the most crowded areas of the market – Semiconductors – is finally starting to lose some of its own. To be clear, this doesn't mean the AI cycle is over. However, trends don't move in straight lines, and leadership can ebb and flow; especially if there are fundamental reasons supporting it. In fact, we've seen this happen several times already over the past couple of years with the hyperscalers and semiconductors ebbing and flowing. This is based on positioning, the rate of change on expectations for capex and the returns on that capex. Meanwhile, our broadening call goes back to last November. Back then, we argued the economy had entered a new expansion after the rolling recession ended in the April of 2025. That view was based on a classic early-cycle setup where revenue growth returns to companies that had become cost efficient. That is the definition of operating leverage and that always leads to better than expected earnings growth – the core differentiation to our original outlook this year. The market started to discount that broadening late last year and into early this year. Then, the Iran war interrupted it. Oil prices surged, and the bond market went from pricing Fed cuts to pricing hikes, and investors crowded back into the obvious AI capex winners – especially Semiconductors. That made sense for a while. The revisions in Semis were spectacular. But when earnings revisions breadth gets pressed against historical extremes, the question becomes less about whether the story is good and more about whether the rate of change can keep improving. That's a much higher bar. And over the past few weeks, the market seems to be asking that question with semiconductor stocks fading. The underperformance in the hyperscalers was probably the first signal. Semis depend on hyperscaler capex, so when the spenders start to lag the beneficiaries, that divergence can't last forever. It usually ends up reconciling with hyperscalers' tempering capex guidance or indicating they are more focused on getting a return on that investment. META's announcement last week that it would begin selling excess capacity to outside customers fits right into that discussion. It doesn't kill the AI buildout, but it does change the market's perception of how linear that buildout will be. What matters for investors is how they should trade it. First, the market should continue to broaden out. Second, we continue to favor Consumer Discretionary Goods, Transports, Regional Banks, and now Biotech as part of that rotation. Discretionary Goods remains the cleanest expression, in my view, because the wallet-share shift from services back to goods is underway, goods pricing is improving, oil prices have fallen, and earnings revisions are strengthening. Transports are also showing better revisions, and Regional Banks still benefit from the broader recovery, improving loan growth dynamics and our call for a re-steepening of the yield curve. Biotech deserves more attention here, too. It is also one of the most rate-sensitive areas of the market, and our work shows it has historically done very well in falling-rate regimes. If the market's policy expectations are too hawkish – and I think they are – then Biotech offers an attractive risk-reward setup, particularly with an M&A cycle that continues to build. The Fed is part of this story as well. Chair Warsh's comments last week that inflation risks have come down should matter, especially after the weaker labor data that came out Thursday. The market had become too hawkish on policy. If falling energy prices and contained core inflation allow the Fed to stay on hold rather than hike, that should help lower rate expectations and further support broader leadership in equity markets. Bottom line, the major averages may stay choppy because Semis are a large part of the index and crowded. But, the message is improving beneath the surface. The broader market performance indicates a broader economic and earnings recovery may just be beginning. The best news is that this view is still out of consensus, which means the opportunity for investors remains significant. 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!

Is the recent gold pullback a warning—or a trap? John Rubino explains why the long-term gold and silver bull market remains firmly intact despite short-term volatility and physical market distortions. In this episode of the Financial Survival Network, Kerry Lutz speaks with financial writer John Rubino about why the long-term gold and silver bull market continues to hold strong despite recent market turbulence. They break down the forces driving today's geopolitical and economic instability, from rising global tensions to shifting energy dynamics and their potential impact on voter sentiment heading into the midterms. John explains how persistent government debt and accelerating industrial demand—especially from solar and EV battery production—continue to strengthen the structural case for precious metals, even amid short-term corrections and tightening physical supply conditions. The conversation also explores how emerging technologies like artificial intelligence, SpaceX innovations, and autonomous vehicles could reshape transportation, education, and everyday life. Kerry also previews his new book, The All-New Speeder's Guide to Avoiding Tickets. Find John here: https://rubino.substack.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

Warren Pies of 3Fourteen Research joins Excess Returns to break down the AI bull market, the macro risks investors should watch, and why the data still supports continued strength in semiconductors and equities. We discuss GPU demand, token usage, open source AI, Fed policy, housing weakness, oil, earnings growth, market valuations and the biggest risks to the current cycle.Warren Pies on Xhttps://x.com/WarrenPies3Fourteen Researchhttps://www.3fourteenresearch.com/Calibanhttps://www.3fourteenresearch.com/calibanMain topics coveredWhich bearish AI arguments actually matter for investorsWhy regulatory risk may be the biggest long-term AI concernHow data center spending is crowding out housing investmentWhy the Fed may struggle to cool AI-driven investment without hurting the labor marketWhat GPU availability says about real-time AI compute demandWhy open source AI is not yet replacing frontier modelsHow token pricing and OpenRouter data help measure AI usageWhy semiconductor stocks may still be in the middle of a major cycleHow semis are being valued differently than traditional cyclicalsWhy Fed policy, earnings growth and market multiples are key to the second half of 2026What oil positioning and refined product inventories say about macro riskWhy 3Fourteen remains constructive on equities despite rising overheating riskTimestamps00:00 Intro01:04 Which bearish AI arguments have teeth?04:00 Why AI regulation is the biggest long-term risk07:03 Technology spending versus housing investment11:03 How AI CapEx is showing up in inflation data13:04 Why the labor market is more fragile than headline jobs data suggests16:24 Why GPU availability is a cleaner signal than CapEx announcements21:00 What token pricing and OpenRouter data reveal about AI demand27:36 How 3Fourteen benchmarks frontier models against open source AI30:00 Why the semiconductor selloff looked like a buyable dip34:02 Are semiconductors still cyclical businesses?38:08 Why Fed tightening could be the thing that ends the bull market42:15 What the oil shock means now45:47 Refined product inventories, crack spreads and energy stocks47:18 Are earnings estimates becoming too optimistic?50:49 Why the debasement regime still supports equities54:05 Where to find Warren Pies and 3Fourteen Research

John Lonski expects a choppy second half for stocks as inflation remains elevated and semiconductor valuations stay stretched. He argues inflation is driven by temporary supply-side pressures and believes strong earnings should help limit any major market decline.======== 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

Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Products here in Europe. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Paul Walsh: And today, we're looking at whether European equities have more room to broaden – as markets assess the implications of a potential U.S.-Iran deal and a reopening of the Strait of Hormuz.It's Monday, June the 29th at 10am in London. Marina, it's always great having you on. And for our listeners out there, I think they'd be interested to hear that if we look at Europe's performance year-to-date, it's now on a par to the S&P. So, both indices are up somewhere between 7 and 8 percent year-to-date. So, Europe is starting to stage something of a comeback from the conflict lows. And so, what's driving this? And are we beginning to see inflows into Europe again? Marina Zavolock: So, I'm going to give a two-part answer to this. Firstly, Europe has a lot of the same exposure as the U.S., so that is part of the reason… I know that Europe has this kind of reputation for not having a lot of tech exposure; but we do have tech exposure… Paul Walsh: We do. Marina Zavolock: Not to the same degree as the U.S., but, let me just give you some numbers here. So, we have a number of sectors heavily exposed to the AI CapEx boom. These are led primarily by the semis sector in Europe, tech hardware, cap goods, and metals and mining; specifically, copper has a link to AI as well. And those sectors, let's say roughly they make up at this point about 15 percent weight of our index. And if you look at that year-to-date performance that's on par with the U.S., almost 90 percent of it is made up from these sectors.Paul Walsh: Yes. Marina Zavolock: So, these sectors have moved just as aggressively as many of the AI pockets within the U.S. That's the answer that's kind of similar to the U.S. The answer that's a bit different is that we get from time to time, over the years actually, but we had a very big one earlier this year. We get these waves of interest in Europe because investors start to think about diversification. So… Paul Walsh: That's right. The broadening. Marina Zavolock: Yes. So, they... And we've called for broadening recently on the back of this, Iran-U.S. MOU. But this broadening has other drivers as well. So when we felt this wave of interest in diversification, and we saw the flows coming into Europe earlier this year, the driver was initially because the Mag7 was kind of going choppy and sideways. So, that just drove diversification out of Mag7 and into equal-weighted S&P, but that also always benefits Europe. Or tends to benefit Europe. But also, we had this wave of interest in real assets earlier this year; and Europe has a higher share of real assets than the U.S. Now, at this moment, I am sensing that we are getting that pickup in broadening interest once again from my feedback with investors. You had this MOU, which was the initial trigger. You have oil prices, broadly, they're falling. That's helpful as well. But I think the biggest driver of what's driving this diversification interest at this moment is actually the volatility that we're seeing in the AI complex. Paul Walsh: Mm. Marina Zavolock: So, what a lot of the feedback I'm getting these days from investors that are coming back to Europe after focusing primarily on the U.S. is, ‘Look, I have a lot of AI in my portfolio. I like my AI exposure. I'm not looking to get rid of it or to sell it, but incrementally, I'm a little bit worried about this volatility. And I'm looking to broaden my exposure. What do you like in Europe to help me diversify away from this kind of volatility that we're seeing now?' Paul Walsh: And I think that's a great segue, Marina, to my second question, because with Europe having really kept pace with the S&P year-to-date, the question that really is going to be asked is the sustainability of that relative performance. And when we think about a backdrop here in Europe of pretty low economic growth, the market continues to be worried about rate hikes given recent inflationary dynamics. And as you've articulated there, tech has played a very significant role here in Europe as well in terms of driving markets higher. So, you've alluded to it in a few of your comments already, but how sustainable do we see this as being? Marina Zavolock: It depends on AI, to be honest with you. So, if AI starts to really move up at an aggressive pace like it was earlier this year, then it's hard for Europe to outperform given our exposure. But if that starts to move up at a more moderate pace, Europe has a chance to do very well. Paul Walsh: Mm. Marina Zavolock: I think there's a lot of misperceptions when it comes to European equities. And outside of AI, actually there's quite a lot of strength. So, misperception one, you've mentioned it, which is basically: Oh, look at our PMIs, look at our GDP growth. Why bother with European equities? I think this is maybe what some U.S. investors may think. But just like in the U.S., the equities market, and maybe even more so, the equities market in Europe – it is not the economy. Paul Walsh: Mm. Marina Zavolock: So, we just published our global exposure guide over this past weekend, which Morgan Stanley has been running 29 iterations of this guide. Europe's exposure to Europe is pretty much at historical lows over decades. Europe's exposure to Europe as a percent of revenues is now 45 percent of revenues … Paul Walsh: Yeah. Marina Zavolock: ... is European exposed. The rest is very global, including the U.S. Um, Europe, uh, Of that 45 percent domestic, a lot of that is banks, some defensive sectors. Only a very small sliver is actually consumer-oriented sectors that would see earnings downgrades on the back of ECB hiking, for example. So, I think people may also be surprised to know that consensus earnings growth for Europe this year is over 16 percent. Paul Walsh: Mm. Marina Zavolock: It's really healthy. Paul Walsh: It's pretty healthy. Marina Zavolock: I know the U.S. is over 20, but Europe is over 16 percent. These kinds of ideas of, you know – we have a shortage of energy and therefore our earnings are going to be down – they're misperceptions. Because actually, as long as oil doesn't spike to, I don't know, [$]150. If it stays within a healthy range, call it [$]70 to 90, that's actually a very good environment for Europe because we have a lot of real assets. We have the banks which benefit from higher inflation because they trade on the steepness of the curve. And we have some AI exposure. If you add up those three things, which all benefit from inflation, that's 60 percent of our earnings pie.Paul Walsh: Right. Marina Zavolock: Hence, Europe's actually doing really well. And I'll just mention one other thing. Earlier this year, we broke out of a structural downtrend discount; that range that we were trading in versus the U.S. So, for almost 10 years, Europe's discount was just going wider and wider and wider and wider. And as of January 1st, this year, on a like-for-like basis, so sector neutral excluding Mag7, we broke out of that structural downtrend, and we keep seeing a narrowing. Paul Walsh: Yeah. Marina Zavolock: So, if you're going to broaden, it actually makes a lot of sense to look at Europe, where we have these discounts, and we have value, and we have growth. Paul Walsh: Yeah. So, the point there being the relative valuation discount of Europe to the U.S. has been actually closing a little bit more recently. Final question from my side. You have obviously recently refreshed your sector model. We have talked about the broadening in our conversation today. What are you advocating to your clients out there in terms of relative sector preferences? Marina Zavolock: Yeah. So, we run a data-driven model. Just briefly, we look at things like earnings revisions breadth – works really well as a leading indicator in Europe; a leading indicator for future earnings as well. Consensus price target revisions breadth, balance sheet measures. We look at a number of different things, AI exposure. And basically, I'll just give you the top sectors in our model now. Semis number one, metals and mining number two, led by copper. Paul Walsh: Mm-hmm. Marina Zavolock: Banks number three. I think banks, for me, it's a key diversification play. Paul Walsh: Yes. Marina Zavolock: A big differentiator. And trading on 10 times PE with very high distributions, buybacks and dividends, low teens earnings growth upgrades. Front of the line on AI adoption and seeing that ROI coming through. Cap goods, number four, that's also led by AI exposure. Paul Walsh: Yeah. Marina Zavolock: And then I'll just mention lastly, utilities is an overweight as well. That's also a little bit AI linked, but very, very under-owned; lagging the trends we've seen in the U.S. And broader based in terms of the positives there because we also have this drive for renewables, which is coming back. Paul Walsh: Marina, always, we value your insights highly. Thanks as always for taking the time to talk. Marina Zavolock: Great speaking with you, Paul. Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And please do share the podcast with a friend or colleague today.

Charles Payne is joined by Hennion & Walsh President and CIO Kevin Mahn to discuss the Magnificent Seven lagging as the broader market rallies, why massive growth makes Micron and the "Air 7" attractive AI plays, and how Alan Greenspan's passing highlights the Fed's need to prioritize Main Street over Wall Street. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As we near the mid-point of a tumultuous year, we give this market a health check with Jay Woods of Freedom Capital Markets. Plus, there's a new Fed Chair in town, and Kevin Warsh is focused squarely on inflation and recreating the central bank through a series of task forces. And, investors keep riding just a few stocks to higher highs, and some are taking on a lot of margin debt to amplify their gains. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices