Podcasts about bullish

Markets continue to recover from the recent 4.5% correction, holding above the 20-day moving average and setting up a potential run toward new all-time highs. Relative strength is improving, momentum indicators are beginning to reverse higher, and a new buy signal could provide additional fuel for the rally as we move into historically strong July seasonality. In today's pre-market update, we examine why the recent pullback may have cleared the path for further gains, how declining oil prices are helping support risk assets, and why the reopening of global energy supply routes could create additional downward pressure on crude prices. We also review the latest sector rotation trends. Technology, AI, momentum, and high-beta stocks continue to attract capital, while energy stocks weaken alongside falling oil prices. However, some of the market's largest mega-cap stocks are becoming increasingly oversold, raising the possibility of another rotation beneath the surface. Are investors chasing momentum at exactly the right time, or is the next market rotation already beginning? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/ox4_xMsXqt4 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," 8am Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketUpdate #Investing #ArtificialIntelligence #SectorRotation

This week on the Trading Justice Podcast, I break down the biggest macro week of 2026 as the Iran peace deal gets announced, Kevin Warsh chairs his first FOMC meeting, and SpaceX enters week two after the largest IPO in market history. We discuss what the Iran MOU actually means for your portfolio, how a resolution to the conflict could change the entire inflation picture, and what the Fed is likely to do with rates this week. We also break down SpaceX week two through the lens of IPO history and what the data says about patience versus chasing the open.

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

The Emblem Show is hosted on Twitter Spaces and livestreamed across YouTube/X on Tuesdays and Thursdays at 1:00PM EST. The show focuses on news and events in the cryptocurrency industry, as well as inviting guests on from all sectors across DeFi, NFTs, AI, and interoperability.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultMigrate Fun: https://x.com/MigrateFun

✔️ Good timing, compounds.✔️ Descending broadening wedge breakout and retest✔️ Tracking the NVDA vs BTC fractal✔️ Bitcoin Gaussian Channel Turning Green✔️ Bitcoin Cycle Compass ✔️ I'm not betting against a chart like this.✔️ The recurring 2013, 2017 & 2021 pattern signals a $300K BTC pump✔️ The harsher the Bitcoin drawdown, the stronger the pump.✔️ This big move is still on the table✔️ Bullish divergence with higher highs and higher lows.✔️ We're already 35 weeks into this bear market.✔️ Jack Mallers from the audience asks Michael Saylor to clarify his real definition of mNAV.✔️ Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.✔️ Sources:► https://x.com/maxpain_crypto/status/2064669806360502326► https://x.com/superbitcoinbro/status/2064743754041618780► https://x.com/superbitcoinbro/status/2064430005954941303► https://x.com/washigorira/status/2064775019440623743► https://x.com/washigorira/status/2064710606389903560► https://x.com/killaxbt/status/2064801402048684240► https://x.com/trendingbitcoin/status/2064589124959379850► https://x.com/bitcoinnewscom/status/2064677294870765589► https://x.com/assetsnorris/status/2064710927283556689► https://x.com/caffesatoshi/status/2064624456106914046► https://x.com/cryptojellenl/status/2064636026925072664► https://x.com/bitcoinnewscom/status/2064749611227459608► https://x.com/bitcoinnewscom/status/2064808723747348731► https://x.com/BitcoinNewsCom/status/2064758322125770885► https://x.com/hrdktwt/status/2064675373955342622► stonkrider.com► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

(2:30) Rise up against the Raiders! (6:00) Porpoise-like slow start out the portal for FSU Baseball (18:30) Bullish on Ashton Daniels? (27:00) Classic wins (36:00) Corey vs. The Law (43:00) Money not being spent or no money (50:00) The logo (57:00) The future, SuperLeague (1:03:00) Kirby Hocutt goes on sympathy tour (1:11:00) Recruiting on upswing because... Music: Muse - Nightshift Superstar   Get up to $200 off Square hardware when you sign up at square.com/go/square.com/go/warchant! #squarepod Upgrade your wallet today! Get 10% Off @Ridge with code WAKEUP at https://www.Ridge.com/WAKEUP #Ridgepod https://pscrb.fm/rss/p/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(2:30) Rise up against the Raiders! (6:00) Porpoise-like slow start out the portal for FSU Baseball (18:30) Bullish on Ashton Daniels? (27:00) Classic wins (36:00) Corey vs. The Law (43:00) Money not being spent or no money (50:00) The logo (57:00) The future, SuperLeague (1:03:00) Kirby Hocutt goes on sympathy tour (1:11:00) Recruiting on upswing because... Music: Muse - Nightshift Superstar   Get up to $200 off Square hardware when you sign up at square.com/go/square.com/go/warchant! #squarepod Upgrade your wallet today! Get 10% Off @Ridge with code WAKEUP at https://www.Ridge.com/WAKEUP #Ridgepod https://pscrb.fm/rss/p/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Wiederer and Mark Grote express their excitement for the potential rise of Bears tight end Colston Loveland, who seems to continue checking all the right boxes.

In today's episode Kip dives deep into the factors driving this major turnaround. Kip explores the latest developments from the Oval Office—highlighting President Trump's new deal with Iran and its immediate impact on oil prices, interest rates, and the US dollar. We'll discuss the dramatic bounce in gold, silver, and miners, the significance of algorithm-driven trading during volatile times, and why these moves could signal a powerful reset in the markets. Kip breaks down why the primary trend for oil, rates, and the dollar may now be headed lower, what that means for interest-rate sensitive sectors, and shares personal investing lessons learned through challenging cycles. Plus, we touch on exciting IPO news, updates on Tesla's self-driving tech, and why certain market sectors—especially small caps and gold miners—might be setting up for explosive upside. Tune into today's podcast to learn more. 

Dan Wiederer and Mark Grote express their excitement for the potential rise of Bears tight end Colston Loveland, who seems to continue checking all the right boxes.

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

Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying. ======================================================== Thank you to our sponsor! Fidelity: Explore crypto careers and make the decision that could change your future at https://crypto.fidelitycareers.com ======================================================== Strategy sold 32 Bitcoin, worth just $2.5 million, and the market didn't miss it. For Mike Dudas, Managing Partner at 6th Man Ventures, the sale broke the "never sell" promise that sustained the company's premium. He doesn't see how the narrative gets rebuilt. Dudas applies the same unsentimental read to the rest of the L1 landscape. His firm holds zero ETH — five years of contradictory narratives have left the market unable to value it. In his view, Solana's decline is simpler: memecoin activity peaked and hasn't recovered. Hyperliquid, in his view, is closer to Tether than a competing L1: the no-KYC international market is enormous, and asset quality is the moat. His framework for tokens worth owning: programmatic buybacks and consistent communication from leadership. On AI, he argues agentic trading will far outpace agentic payments — Visa, Mastercard, and Stripe are moving too fast for new entrants to displace them. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mike Dudas - Managing Partner of 6th Man Ventures - Learn more about your ad choices. Visit megaphone.fm/adchoices

The market is obviously in a "buy the dip" run right now. But we are seeing lower highs and it's starting to turn. I still think there are quality names at discounts like $CIEN and even $AVGO. Have your watch lists ready and a strategy to get in to stocks you've wanted to buy. ⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠

Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying. ======================================================== Thank you to our sponsor! Fidelity: Explore crypto careers and make the decision that could change your future at https://crypto.fidelitycareers.com ======================================================== Strategy sold 32 Bitcoin, worth just $2.5 million, and the market didn't miss it. For Mike Dudas, Managing Partner at 6th Man Ventures, the sale broke the "never sell" promise that sustained the company's premium. He doesn't see how the narrative gets rebuilt. Dudas applies the same unsentimental read to the rest of the L1 landscape. His firm holds zero ETH — five years of contradictory narratives have left the market unable to value it. In his view, Solana's decline is simpler: memecoin activity peaked and hasn't recovered. Hyperliquid, in his view, is closer to Tether than a competing L1: the no-KYC international market is enormous, and asset quality is the moat. His framework for tokens worth owning: programmatic buybacks and consistent communication from leadership. On AI, he argues agentic trading will far outpace agentic payments — Visa, Mastercard, and Stripe are moving too fast for new entrants to displace them. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mike Dudas - Managing Partner of 6th Man Ventures - Timestamps

Companies are staying private longer. Retail investors have more access than ever. And when companies like SpaceX or OpenAI eventually go public, they could become major tests for how today's IPO market actually works. In this episode of The Important Part, Liz Thomas sits down with Tom Farley, CEO of Bullish and former president of the New York Stock Exchange. Farley watched roughly 600 companies go public during his time at the NYSE, including Alibaba, Snap and Spotify. But when he took Bullish public himself, he says he saw the process from an entirely different angle. Liz and Tom discuss why the IPO market has changed, what retail investors are bringing to the table, and why some companies may still see public markets as a source of credibility, liquidity and long-term opportunity. They also get into blockchain, tokenized securities, and whether the plumbing of modern finance could look very different in the years ahead. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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.

Bitcoin is testing a critical zone, but this bear market is starting to look different. Mike and David break down why $60K may be the next major level, how Strategy's first BTC sale and STRC stress could shake market confidence, why ETF outflows are piling up, and why assets like Zcash, HYPE, Lighter, and NEAR are breaking out while Bitcoin weakens.----

Duncan McKay and Craig G Telfer team up to discuss Scotland's comfortable victory over Curacao in their "World Cup tune-up match" at Hampden on Saturday. The pair discuss Findlay Curtis' impact, Tyler Fletcher's encouraging debut and Lawrence Shankland's double, as well as lamenting Billy Gilmour's injury. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's Tech3 from Moneycontrol, we unpack the growing debate between global and domestic investors on India's AI future and what it will take to create the country's next big AI winner. We also look at Coinbase's renewed India push, why the global crypto exchange is treating India as its top growth market in Asia-Pacific, and how it plans to expand. Plus, why NPCI's UPI Help platform is seeing nearly a million subscription cancellations a month, and what that says about India's recurring payments ecosystem. And finally, HCLTech faces a setback as Xerox prepares to shift part of its BPM operations in-house, potentially impacting employees.

In this episode, the crew discusses Bitcoin's current consolidation and MicroStrategy's recent wallet movements, while debating whether we're in a prolonged bear phase or setting up for the next leg up. Key highlights include the NYSE CEO calling Hyperliquid bigger than NASDAQ, CFTC approvals for the first regulated Bitcoin perps on Kalshi and Coinbase's Deribit access, CME launching 24/7 crypto futures, and Paxos winning SEC approval for on-chain U.S. stock settlement. The conversation also covers AI's impact on markets, liquidity rotation into big IPOs like SpaceX, altcoin consolidation, and the long-term fusion of crypto with traditional finance. Bullish developments vs. near-term caution — a must-listen Friday roundup. Learn more about your ad choices. Visit megaphone.fm/adchoices

Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. He also discusses how Meta Platforms (META) cost-cutting plans, AI monetization, and Gen Z engagement will fuel future growth. ======== 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

I sit down with Retirement expert and legend Tom Hegna to discuss the growing support for annuities, particularly the major asset management firm, BlackRock, who used to be critical of annuities and is now buying them in mass and promoting them.Watch the Interview on Youtube for Visuals - https://youtu.be/8mVpfq9MSukWant to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comChapters:00:00 - Interview Teaser 01:30 - BlackRock Supporting Annuities 03:11 - Psychology of Spending in Retirement 05:59 - The "Mini Miracle" of Annuities 08:27 - Addressing Common Misconceptions and Critics 09:37 - Integrating Life Insurance and Annuities 11:31 - Clarity Call for Entrepreneurs 12:20 - Health and Longevity Benefits 17:02 - Cautions and Risks in the Industry 21:01 - Legacy Planning and Kids 25:31 - State Guarantee Funds and Diversification 31:40 - Exposing "Fake Fiduciaries" 34:14 - Final Thoughts and ResourcesDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Gold, silver, platinum… are the metals setting up for another major move? In today's episode, we tackle a viewer question about buying precious metals right now. After huge volatility and powerful rallies over the past year, investors are trying to answer one critical question: Is now the time to buy metals… or are they headed lower? We'll break down the current technical and macro picture for: Gold Silver Inflation expectations Interest rates Safe haven demand Because metals don't move in a vacuum. They react to: fear inflation currency weakness and shifting global sentiment. We'll also shift gears into the semiconductor space as Micron Technology rips higher, adding more fuel to the ongoing AI and chip market frenzy. Is this another breakout leg for semis, or are valuations getting stretched? This episode is all about understanding: momentum, macro drivers, and where opportunity may be setting up next. Listen now:

Gold and silver markets pulled back last week as investors reacted to rising geopolitical tensions and renewed fears of U.S. military action against Iran. Gold closed near $4,509 an ounce while analysts from major banks continued projecting prices could climb as high as $6,300 by year-end. The latest “In Gold We Trust Report” also highlighted surging U.S. debt levels above $39 trillion and growing long-term bullish sentiment for precious metals. Meanwhile, central banks like Poland continued aggressively adding to their gold reserves as silver supply deficits deepened worldwide. Listen for the latest market analysis, price forecasts, and the key trends shaping the future of gold and silver investing.

One very special chart in particular.  VP shares one of his biggest secrets, and shows just what a great predictor of bullish price action it has been in its history.  That's it.  That's the episode.  You'd be insane to miss this.   The ByBit Blog - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   The ApeX Omni Blog (US/Privacy Friendly) - https://nononsenseforex.com/top-defi-trading-platform-apex-omni/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841   The Old Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

Gold and Apple have almost the same correlation to the stock market. Apple is at all-time highs. Gold is sitting at $415 doing nothing. Tony Battista thinks gold is about to catch a bid. The trade structure turns that thesis into a bullish put ratio spread with an 87% probability of profit and a break even below a one standard deviation move. Anywhere above that break even, the trade wins. If gold dips slightly into the sweet spot between the two strikes, it wins bigger. And if it keeps doing nothing, Jamal still collects the credit. One of the cleanest asymmetric setups on the show this week.

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and explains why it's not a bad thing for bulls. He tells investors to watch for a baton pass from AI to cyclical sectors. Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and explains why it's not a bad thing for bulls. He tells investors to watch for a baton pass from AI to cyclical sectors.

Broke Boi Crypto (@BrokeBoiCrypto) and Crypto Ewok (@CryptoEwok) discuss the latest in Crypto, DeFi, Bitcoin and macro economics.Follow the show on Twitter: @CreedOfCrypto

Markets continue to push higher, but underneath the surface, warning signs are beginning to build. Bullish sentiment and equity exposure among investment managers are near record highs, while market leadership continues to narrow into a smaller group of large-cap stocks. In today's pre-market update, we examine the growing divergence between the S&P 500 and equal-weighted indexes, the sharp underperformance developing in small-caps, emerging markets, and international equities, and why the strengthening U.S. Dollar is pulling capital back into domestic markets. We also discuss how concentrated leadership often precedes broader market weakness, why summer correction risks are increasing, and the portfolio adjustments we are making as market signals begin to deteriorate beneath the surface. Markets may appear stable on the surface, but the internal decoupling between sectors, styles, and global markets is becoming harder to ignore. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/uDPuWbEqO-E --- Articles mentioned in this report: "The NVDA Earnings Report: Could It Pop The Gamma Bubble?" https://realinvestmentadvice.com/resources/blog/the-nvda-earnings-report-could-it-pop-the-gamma-bubble/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketCorrection #Investing #MarketOutlook

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate.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 our bullish mid-year outlook and why stocks have been under pressure more recently. It's Tuesday, May 19th at 1:30 pm in New York. So, let's get after it. Every cycle has a moment when investors become so focused on the last risk that they miss the next opportunity. I think we're in one of those moments right now. The first half of this year has had a familiar feel to it. The market weakened under the surface well before the headlines got loud, investors discovered the new risks after prices had already moved, and sentiment got worse just as the forward setup was getting better. In other words, it's déjà vu all over again – but with some important twists. The biggest twist is where we are in the cycle. Last year, we were still coming out of the tail end of a rolling recession. Today, we're in a rolling recovery and that is still underappreciated. This matters, because it changes how we should interpret the correction earlier this year and a powerful rally. In the first quarter, many investors looked at the S&P 500's less-than-10 percent price decline and concluded the market was complacent. I think that really misses the point. Roughly half of the Russell 3000 saw drawdowns of 20 percent or more, and the S&P 500 forward Price Earnings multiple fell by 18 percent from its peak as forward earnings continued to rise. That is not complacency. That is a market doing what it does best – discounting risk before the narrative catches up. And those risks were not small. We had private credit concerns, and a major debate around AI disruption to labor markets as well as a new war that drove oil prices up by 100 percent. In many of the areas most directly exposed to these risks, the market delivered 40 percent-plus corrections. So the provocative question I would ask now is this: what if the biggest risk from here is not being too bullish, but being too cautious after the market has already done the work? We address these questions in our recently published mid-year outlook. Specifically, we raised our 12 month S&P 500 price target to 8,300 based solely on higher earnings forecasts. In fact, we assume some further valuation compression. We raised our S&P 500 EPS by approximately 5 percent as operating leverage from the rolling recovery, AI adoption, fiscal support and a capex cycle that continues to broaden. That earnings point is critical. In prior cycles when oil shocks ended the business cycle, earnings were already decelerating or contracting outright before the shock hit. Today, the opposite is happening. Earnings are accelerating from already strong levels. First-quarter median S&P 500 earnings surprise was 6 percent, the strongest in four years; and earnings revisions breadth has moved back up to 22 percent from just 5 percent at the start of reporting season. That is a very different backdrop than the traditional late-cycle oil shock playbook. AI is another area where I think the consensus has evolved. The labor market disruption narrative has moved faster than the actual implementation. The enterprise application layer is still early, and for now, AI looks more like a margin tailwind than a labor-market wrecking ball. Companies are running leaner, hiring less, and beginning to quantify real benefits rather than simply firing everyone. While true adoption of this technology is likely to be slower than anticipated, the apprehension to over-hire is real and that is driving higher profitability in an indirect way. Monetary policy and liquidity are still the main risks to this bull market rising unimpeded. With the Fed becoming less dovish and liquidity needs rising, interest rates are on the rise and the equity-rate correlation is negative again. The 4.5 percent level on the 10-year Treasury remains important for valuations. We don't need Fed cuts for the equity market to work. History suggests that when earnings growth is strong and the Fed is on hold, returns can still be very solid. The real risk is liquidity – whether the Fed and Treasury underestimates how much capital the private economy now needs to fund investment and recovery.Ultimately, the Fed and Treasury have tools to address these liquidity needs and they have been using them aggressively this year. However, these provisions can ebb and flow and we are currently in a window where it's going to ebb, leaving stocks vulnerable in the short term. If the correction persists, investors should use that as an opportunity to add exposure to the parts of the market that benefit from a rolling recovery, specifically Industrials, Financials, Consumer Discretionary Goods. The breadth of the earnings and capex cycle remains under-appreciated, not to mention the recovery from the rolling recession that ended with Liberation Day a year ago. The bottom line is simple. The correction earlier this year was more significant than most appreciate in terms of valuation and the earnings story is only getting better. The path won't be smooth, so use any corrections to position for the continued broadening in earnings that we believe will continue.Just remember, by the time the evidence feels obvious, the opportunity is usually gone. 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! And I wish my wife a happy birthday.

Seth and Sean talk about Leger Douzable's take that the floor for the Texans this year is the AFC title game and assess if they're as bullish or if this is a little too far.

Seth and Sean dive into the stories with more buzz than the actual NBA playoffs, especially Jaylen Brown vs Stephen A. Smith, if they're as bullish on the Texans as Leger Douzable, if the Texans are in the right tier when it comes to teams with primetime games, and see what the question of the day is with Reggie and Lopez.

Audrey AI, a Dublin startup building AI for financial auditors recently announced a $1.8m pre-seed. The round was backed by Sure Valley Ventures, Delta Partners and Enterprise Ireland, with Donnchadh Casey (ex-CEO of Calypso) and Conor Jones (ex-CBO of Wayflyer) also investing.To find out more I caught up with Ryan Laughran the CEO and Co-Founder of Audrey AI.More about Ryan Loughran:Ryan has a BSc Accounting, from Queen's University Belfast and an MBA from Stanford. With 5+ years in professional services at McKinsey & Co he also has 5 years helping audit firms adopt technology at Qualtrics.

Welcome to the VRA Investing Podcast! On today's episode, Tyler Herriage recaps a dynamic start to the week for the markets, reflecting on the impressive gains since the March 30th lows while also diving into the current pullback across major indexes. He explores key topics including the recent moves in yields, the US dollar, and oil prices, plus expectations for Nvidia's upcoming earnings and their potential impact on market sentiment. Tyler Herriage also addresses the “sell in May and go away” adage, provides insight into the rotational strength of this bull market, discusses bullish outlooks for commodities such as gold and bitcoin, and highlights why the VRA team remains confident in ongoing innovation-driven growth. Stick around for expert analysis, market sector updates, and the latest on commodities—all wrapped up with a brisk, insightful commentary to help guide your investing decisions.

Nvidia (NVDA) hit an all-time high this week as the Mag 7 leader gets ready to report earnings next week. Charles Schwab's Brett Crowther turns to the short and long-term price action in the stock to highlight the "bullish pressure" it faces ahead of the report. ======== 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

#bitcoin (14-05-2026)Anyone who is not bullish around this has not done enough learning about Bitcoin and where it's headed!MY VIEWS ARE MY OWN AND I MAKE NO PREDICTIONS OR GIVE ANY FINANCIAL ADVICE, SO DO YOUR OWN RESEARCH BEFORE INVESTING ANYTHING... & ONLY INVEST WHAT YOU COULD AFFORD TO LOSE!Subscribe to my ‘UK Bitcoiner' Backup Channel:https://www.youtube.com/channel/UC3p4A_VqohTmbm44z4lgokgSubscribe to my Rumble Channel:https://rumble.com/user/UKBitcoinMaster1Get 5,000 sats when you subscribe to Orange Pill App:https://signup.theorangepillapp.com/opa/UKBitcoinMasterUK Bitcoin Master Social Media Links:https://linktr.ee/ukbitcoinmasterNostr Public key:npub13kgncg54ccmnmvtljvergdvrd7m06zm32j2ayg542kaqayejrv7qg9wp2sUKBitcoinMaster video library:http://www.UKBitcoinMaster.comUKBitcoinMaster Interviews: http://www.BitcoinInterviews.comSHOW SPONSOR:By The Book Accountancy:Website: www.bythebookaccountancy.co.ukWebsite: www.cryptotaxhelp.co.ukMondays Live Show: https://youtu.be/Os-DmNWZ0lU

What side of the ball are you most excited about ?

Explore the dynamics of the gold market, supply constraints, technological innovations, gold as a currency, and technology in mining efficiency, with Agnico Eagle Mines CEO Ammar Al-Joundi. 00:00 Introduction 03:30 Drivers of Gold Prices 14:38 Challenges to Gold's Bullish Outlook 17:24 Supply Constraints in Gold Mining 21:33 Advantages of Operating in Developed Markets 25:56 Investor Perspectives on Gold Mining 32:38 Leveraging Technology for Efficiency 42:05 Trend or Fad?

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Strategy says it's willing to sell Bitcoin — and it might be the smartest move they've ever made How one credit rating upgrade could unlock $23.6 trillion in institutional demand for STRC John Bollinger just went fully invested in Bitcoin for the first time in months Is Bitcoin setting up for a short squeeze?  ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Strategy Q1 2026 Financial Results Michael Saylor's Strategy Signals Potential Bitcoin Sale to Fund Dividends, Obligations Bitcoin Treasury Firm Strategy Breaks From "Never Sell" Approach Strategy May Sell Bitcoin to Fund Dividends, Saylor Tells Earnings Call S&P Global: Strategy Inc Assigned 'B-' Issuer Credit Rating; Outlook Stable JPMorgan Says Strategy's Bitcoin Buying Could Reach $30 Billion This Year Michael Saylor on X: BTC Capital Gains Funds STRC Dividends Michael Saylor on X: Buy More BTC Than You Sell  Michael Saylor Interview Clarifying Strategy's Bitcoin Strategy Sam Callahan on X: Second-Order Effects of Convert Retirement Josh Mandell on X: The Tax Optionality Angle Strategy Retail Investor Webinar Q&A Bitcoin Tests Bollinger Bands Breakout as Creator Flips Bullish on BTC John Bollinger on X: Tactica Program Now Fully Invested in Bitcoin Bitcoin Hits Longest Negative Funding Streak This Decade Bitcoin's Negative Funding Rates Set 10-Year Record Why "Negative" Funding Is Actually a Bullish Signal for Bitcoin Bitcoin's $81K Rally Comes Amid 66-Day Negative Funding Streak: Here's Why CryptoRand on X: Bitcoin Drawdown Recovery Stats ---- Upcoming Events: Join us at the largest Bitcoin conference in Europe: BTC Prague this June 10-13th! Use code HODL for discounted passes at https://www.btcprague.com  The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================0:00 - Intro1:14 - Why parabolic moves in AI stocks are justified5:18 - Data center buildout & the obsolescence race11:34 - DRAM ETF & AI volatility20:56 - Data center protests, supply bottlenecks, & inflation28:54 - AI-driven layoffs — cover story or real?32:12 - Michael Saylor, bitcoin & who's actually buying35:19 - Blackrock ETF at all-time highs & boomer buying37:21 - Why long duration assets are dead39:25 - Tokenization & the Iran war41:40 - New Fed chair, oil & macro outlook46:35 - AI in grocery stores & dynamic pricing49:21 - Wealth inequality & discretionary spending51:47 - Long-term investing advice & stocks Jordi is looking at57:50 - Jordi's video this week

Incredibly bad timing for whiskey has prices way down… Is Whiskey the next Nvidia?Anthropic is renting Elon's data centers... Musk's enemy-of-his-enemy is now his buddy.“Netflix Is A Joke” festival took over LA… because media's most profitable genre is hilarious.Plus, the biggest data insight this Mother's Day… Breakfast in Bed just hit an all-time-low.$NFLX $TSLA $BFNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Matt and Nic are back for another week of news and deals. In this episode:  Will Hantavirus become another global pandemic? Kraken buys Reap for $600m Bullish buys Equiniti for $4.2b Reflections on 10 years of attending Consensus Is it acceptable to wear a backpack with a suit a16z crypto announces a $2.2b fundraise Coinbase is laying off 14% of the firm Will AI lead to massive job losses? Is VC immune from AI job displacement I bipartisan compromise is finally reached on Clarity How the AI water use debate is just like Bitcoin The AI lobby is learning from Fairshake The SEC delays prediction market ETFs

Bullish, the parent company of CoinDesk, has agreed to buy Equiniti for $4.2 billion in what's being called the biggest crypto deal ever. CEO Tom Farley and Equiniti CEO Dan Kramer joined CoinDesk Live at Consensus 2026 in Miami to break down the deal moments after it was announced. - Timecodes: 00:00 Bullish to Buy Equiniti for $4.2 Billion 00:32 Tom Farley and Dan Kramer Join the Desk 01:49 Issuer-Focused: The Token IS the Share 02:26 Why Issuers Want One Register, Not Two 03:33 What Changes for Shareholders 03:54 Why a Partnership Wasn't Enough: Bullish + Equiniti Had to Be One 05:01 Stablecoins as the Tokenization Blueprint 06:33 New Pockets of Liquidity for Nvidia Stock

Bitcoin holds above $81K with improving sentiment as MoonPay acquires Israeli security firm Sodot for $100M and Fidelity releases a strongly bullish report on Bitcoin. Coinbase faces new scrutiny while lawmakers reach a deal on a key crypto market structure bill provision. A crypto whale sues Coinbase over a $55M phishing loss, Bittrex challenges its $24M SEC settlement, and TON achieves record 0.6-second finality. Meme coins are rebounding as risk appetite returns, and several major presales raised over $40 million in the last two days — markets show cautious optimism with focus on institutional moves and regulatory progress. Hosted on Acast. See acast.com/privacy for more information.

The AI fallacy is thinking the transformation is only in the tool. AI is already transforming education and work; not just because of what it can do, but because of what people believe it can do. Students, workers, managers, universities, and companies are all changing their behavior around AI, sometimes rationally, sometimes badly, and often before they even fully understand it. The AI paradox is that it is both a technology and a social event. It is a technology because it is something we install, manage, govern, and use. But it is also a social event because it functions as a moment in history, one that is already altering how people learn, work, teach, hire, manage, and make decisions. Treating AI only as technology leads to the fallacy: the mistaken belief that because a challenge is technical, the solution must also be purely technical. My guest is Professor Gerald C. "Jerry" Kane. Prof. Kane is the C. Herman and Mary Virginia Terry Chair in Business Administration and Professor of Management Information Systems at the University of Georgia's Terry College of Business, he has also served as a Visiting Scholar at Harvard Business School, a Guest Editor at MIT Sloan Management Review, and a Senior Editor at MIS Quarterly. Jerry's research explores the role of digital technologies in business strategy, organizational culture, and talent development, with a particular focus on how people and organizations respond to digital disruption. He is also the author of two books on that topic: The Technology Fallacy and The Transformation Myth: Leading Your Organization Through Uncertain Times. I had Jerry on the podcast before. This time, I wanted to talk to him because he sits in both worlds: he studies how companies adapt to digital transformation, and he is also a professor watching AI hit higher education in real time, not as a theory, but in his classroom, with his students, right now. Treating AI as a software update rather than a cultural shift results in 'bolted-on' systems that people neither trust nor understand. Some highlights from the episode. 02:13 Meet Professor Jerry Kane 07:12 How fast AI hit campus 13:22 The university policy divide 14:19 Workplace tools and incentives 17:36 Young minds and the outsourcing of thinking 20:20 Teach the basics first, then add AI 24:22 Degrees vs. lifelong upskilling 29:34 Curation as the new core skill 31:50 AI pushback from artists and creators 32:47 Ethical use over refusal 33:18 What's actually happening inside companies 34:13 Building a coalition of the willing 36:13 Shadow AI and the risks of unsanctioned use 38:25 Efficiency vs. transformation 40:44 Layoffs and AI washing 42:12 Middle managers and org structure 43:27 Adoption steps and safety 47:29 Minimal viable governance 55:35 Jobs anxiety vs. reality 58:30 Bullish long-term, uncertain short-term 1:00:49 Chatbots and attention traps Enjoy! For show notes and more, visit https://www.larryweeks.com/podcasts/

Bitcoin is back above $81K, Strategy stock is up 50% in a month, and the crypto industry is riding a massive wave of momentum — but not everything is bullish. Coinbase just laid off 14% of its workforce, blaming AI and a down market, while Aave is locked in an emergency legal battle to unfreeze $71 million in ETH tied to a North Korea hack. Meanwhile, the CLARITY Act is closer than ever to becoming law, Circle exploded nearly 20% on the news, DTCC is piloting tokenized securities trading with BlackRock, JPMorgan, and Goldman Sachs, and crypto exchange Bullish just dropped $4.2 billion to acquire Equiniti. We're breaking it all down live. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mon, 04 May 2026 21:15:00 GMT http://relay.fm/upgrade/614 http://relay.fm/upgrade/614 $100 Billion Is the Floor 614 Jason Snell and Myke Hurley We read between the lines of Apple's latest record financial results to see how they will impact future products and aquisitions in the Ternus Era. Plus: An Ultra name conundrum, Johny Srouji's burnout, and F1's stateside debut. We read between the lines of Apple's latest record financial results to see how they will impact future products and aquisitions in the Ternus Era. Plus: An Ultra name conundrum, Johny Srouji's burnout, and F1's stateside debut. clean 6342 Subtitle: 'I'm Bullish on Pokeymans'We read between the lines of Apple's latest record financial results to see how they will impact future products and aquisitions in the Ternus Era. Plus: An Ultra name conundrum, Johny Srouji's burnout, and F1's stateside debut. This episode of Upgrade is sponsored by: DeleteMe: Get 20% off your plan when you use this link and code UPGRADE20. Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE. Factor: Healthy, fully-prepared food delivered to your door. Use code upgrade50off Steamclock: We make great apps. Design and development, from demos to details. Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback Ted Lasso — Season 4 Official Teaser | Apple TV - YouTube Formula 1 returns to the U.S. this weekend, streaming live on Apple TV - Apple Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus's love for racing - 9to5Mac Porsche bleeds six colors – Six Colors Miami GP: Cue talks F1 movie sequel, streaming rights expansion, Ternus's love for racing - 9to5Mac Connected #601: I Love Wrists - Relay Apple CEO Tim Cook outs himself as a huge 'Pokeymans' fan | Pokémon Go | The Guardian Apple announces record fiscal second quarter – Six Colors This is Tim (and John and Kevan): Complete transcript of Apple's Q2 2026 financial call – Six Colors Apple results analysis: Net-net over the moon – Six Colors Apple says supply constraints for Mac mini and Mac Studio to persist for several months - 9to5Mac Apple Stops Selling Mac Mini With 256GB of Storage, Starting Price Rises to $799 - MacRumors Generative AI Fill in Photoshop Feels Like Magic - 512 Pixels iOS 27 Features: Siri Camera Mode; Visual Intelligence Nutrition Info, Contacts - Bloomberg iPhone 18 Pro to have some of Apple's biggest camera upgrades ever: report - 9to5Mac iPhone Ultra and MacBook Ultra are comi

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.=======================Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:53 - Why the stock market keeps hitting all-time highs4:37 - AI vs. software (who's winning & who's losing)11:28 - Is this a bubble? Demand vs. supply dynamics13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop20:40 - Inflation, the Fed & politics32:00 - How to use AI to get ahead33:08 - The compute cost problem & AI model wars48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

In this episode of the GaryVee Audio Experience, I sit down with the leaders of Ulta Beauty to discuss the massive shift happening in retail and leadership. I encourage you to stop weaponizing fear and start focusing on "Kind Candor" to build long-term trust with your teams. I also discuss the "Barbell Effect" of retail—where high-tech AI meets high-touch analog—and why physical stores must evolve into experiential content studios to survive. You'll learn about:The Concept of Kind CandorWhy I'm Bullish on Analog ExperiencesHow to Eliminate Fear in the WorkplaceThe Future of Live Shopping and Content StudiosWhy You Need to Give Yourself More Grace