Podcasts about bullish

An INSANELY bullish Bitcoin signal just flashed — and it could spark a full-blown Altcoin ETF hurricane! In this episode, we'll break down the data confirming renewed institutional momentum and how upcoming ETF launches could send Solana, XRP, and HBAR into overdrive.

Discord Channel: https://discord.gg/pqKsMKp6SA The bulls are in full control!

With fresh new record highs in the markets, Charles Schwab's Nate Peterson says this week is really about 3 catalysts: Megacap tech earnings, the FOMC meeting and U.S./China trade talks. Collin Martin chimes in with his eyes on the bond market and the 10-year yield back above 4% on potential "good news" between U.S. and China. He adds that with the absence of meaningful economic data, the Fed's decision will be closely watched to see how they handle their latest rate announcement. Later, Nate says the risk to this market would come from a potential decrease in A.I. capex spending from one of the hyperscalers.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Rate cuts, QT ending, CPI cooling, and Trump possibly cutting a deal with Xi, all while Bitcoin and Ethereum flip bullish on the charts. Is this the new bull regime? Lark Davis joins the show to break down why this macro environment mirrors 2020… and why it could send BTC to $160K faster than most think.~~~~~

Gold "doesn't seem like it has any chance of slowing down," says Will Rhind. He points a likely run-up to several factors, from a weakening dollar, to persistent inflation, to central banks around the global loading up on the rare metal. Will later explains why gold mining stocks don't offer the same upside potential to the asset itself.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week, joined by Hunter Hopcroft to unpack the era of hyper-financialization and how credit creation, passive investing, and globalization have reshaped capitalism and market structure. We also dive into current volatility spikes, liquidity distortions, gold's surge, and the setup for a year-end rally. Enjoy! — Follow Hunter: https://www.lewisenterprises.blog/ Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Weekly Roundup Charts: https://drive.google.com/file/d/1t3LM4r8zRfHUIQxNqoPwrd7SFXsbqZo8/view?usp=sharing — Timestamps: (00:00) Introduction (01:05) Hunter Hopcroft (03:57) The Old Market Structure (07:39) The Line Between Debt & Equity (09:53) The Financialization Model (18:15) Crowding Out the Private Sector (23:23) Signal from Credit Spreads (27:38) The Effect of Passive & Private Credit (29:57) Market Structure Endgame (34:04) The Government & Markets (39:07) Learn More About Hunter (39:47) Hunter Takeaways (43:18) Quant Corner (50:17) Plumbing Breakdown (53:31) Gold's Parabolic Run (55:02) Markets After OI Blowouts (57:02) Reasons to be Bullish (59:55) Crypto & US-China Meeting (1:04:09) Boomer Retirement Complex (1:06:22) Something Has to Change — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Welcome to Inside the Epicenter! In this episode, Joel and Lynn Rosenberg return to Jerusalem at a critical turning point—they’re unpacking the recent release of all live Israeli hostages, ongoing uncertainty about the ceasefire, and President Trump’s ambitious peace plan. As the region navigates between hope and continued tension, the Rosenbergs share firsthand updates on high-stakes diplomacy, community response, and the Joshua Fund’s work on the ground. Tune in as they reflect on moments of relief, the challenges ahead, and the crucial need for prayer and wisdom as Israel and its neighbors face a new chapter in this ever-evolving story. (00:02) "Post-War Ministry Pivot Point"(04:16) Middle East Advisors' Diplomatic Concerns(10:22) Middle East Breakthrough Credited to God(11:54) Ceasefire Breakdown Sparks Escalation(15:50) "President's Test of Alliances"(20:02) Exposing Danger, Seeking Justice(22:06) Prayers for Comfort and Wisdom(25:54) "Jesus' Heart and Peacemaking"(30:08) Trusting God's Timing(32:18) "Why I'm Bullish on Israel"(37:50) Rebuilding Gaza: Security Before Governance(40:56) "Trump's Gaza Reconstruction Plan"(44:37) "U.S.-Israel Ties and Leadership" Learn more about The Joshua Fund: JoshuaFund.comMake a tax-deductible donation: Donate | The Joshua FundStock Media provided by DimmySad / Pond5 Verse of the Day: Proverbs 20:3 - Honor belongs to the person who ends a decision dispute, but any fool can get himself into a quarrel. Pray that the Lord would comfort his peoplePray for wisdom for ministers and leaders at this time. Related Episodes:Hamas Is Now Slaughtering Gazans — How Should Trump and Evangelicals Respond? #324Tal Heinrich - Inside Trump and Netanyahu’s Middle East #323Strength for Women & Families in a Time of War #322SPECIAL EDITION: Historic Peace Deal in Israel and Gaza #320 Donate a generous monthly gift to The Joshua Fund to bless Israel and Her Neighbors now and for the long haul. Become an Epicenter Ally today! Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

In this episode, Brian breaks down a bullish put diagonal strategy he's been testing on individual stocks — a twist on the traditional diagonal that behaves more like a cash-secured put with built-in protection. He explains how he buys a longer-dated put and sells weekly puts against it to steadily collect premium, manage risk, and generate consistent returns.You'll hear examples from trades in Google, AMAT, and Bank of America, plus how he handles adjustments when prices move.

Welcome back to The Vikings Tailgate - Presented by Ticketmaster - The official ticket marketplace of the Minnesota Vikings. Chad Daniels and Cy Amundson are gearing up for a Vikings Thursday night matchup against the "Bolts" at Sofi Stadium in Los Angeles. Chad and Cy discuss the legend of Chargers Quarterback Dan Fouts, Adrian Peterson's record setting 296-yard game, Viking "Goats" in their era, why playing against pro athletes can make you contemplate your life, and Chad explains why yelling at the stadium is better than at home. All of this and more is in Episode 60 of The Vikings Tailgate - Presented by Ticketmaster - The official ticket marketplace of the Minnesota Vikings.See omnystudio.com/listener for privacy information.

In today's episode, Kip dives into a whirlwind of market action, offering his signature honest take on what's driving these volatile times. Kip walks us through fresh updates from Tesla's earnings call with Elon Musk, analyzing cryptic hints about the company's future—and what might be brewing with new product releases. He also shares his perspective on this rollercoaster market, covering everything from sharp moves in Bitcoin and gold to the brutal shakeouts in momentum stocks and quantum computing.

Mychal Edelman, CEO of FundaMental Health, chats about his organization's ethos: access to quality mental healthcare is a fundamental right. Edelman talks about FundaMental Health's mission and unique approach to ensuring that clients have access to quality mental healthcare through grants, case management and referral services.About Spotlight and Cloudcast Media  "Spotlight On The Community" is the longest running community podcast in the country, continuously hosted by Drew Schlosberg for 19 years.  "Spotlight" is part of Cloudcast Media's line-up of powerful local podcasts, telling the stories, highlighting the people, and celebrating the gravitational power of local.   For more information on Cloudcast and its shows and cities served, please visit www.cloudcastmedia.us. Cloudcast Media | the national leader in local podcasting.   About Mission Fed Credit Union  A community champion for over 60 years, Mission Fed Credit Union with over $6 billion in member assets, is the Sponsor of Spotlight On The Community, helping to curate connectivity, collaboration, and catalytic conversations.  For more information on the many services for San Diego residents, be sure to visit them at https://www.missionfed.com/

Today, Nicole sits down with the woman Oprah crowned “the Queen of Brows,” Anastasia Soare—founder of Anastasia Beverly Hills. Anastasia's story is the definition of the American Dream: she grew up in communist Romania, came to the U.S. with $0, and built one of the most successful beauty brands in the world—now valued at a reported $3 billion. She shares how she negotiated her first business deals, what financial moves she made before betting on herself, and how she cultivated a celebrity client list that includes Kris Jenner, Jennifer Lopez, and Hailey Bieber. Plus, Nicole and Anastasia play a special round of Bullish or Bearish on today's hottest beauty trends. Buy her book, Raising Brows, out now!

Several analysts targeted Alphabet (GOOGL) over the few days with price target hikes, all while Google's parent company hit a new all-time high. Rick Ducat highlights Alphabet's "strong showing" in its stock price compared to Mag 7 peers after underperforming for most of 2025. He highlights key levels to watch when analyzing the potential for Alphabet's bull run to continue. Rick later turns to the active options front for Alphabet and points out an expected 10% move to the upside or downside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

"If you're going to ride a bull market like this, you have to be willing to protect your capital," says Eddie Ghabour. Those tactics include buying and selling risk assets quickly as he sees A.I. and high-volume sector taking a "violent leg up" for the first half of 2026 before an anticipated pullback. Eddie remains bullish because he believes the longer the government shutdown lasts, the more likely the FOMC will cut twice before the end of 2025. He later touches on why Bitcoin's price remains attractive even if volatility ramps up.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

David Dietze offers a bullish case for defense stocks, noting heightened geopolitical tensions and continuous U.S. spending fueling his optimism. He adds that Lockheed Martin (LMT) remains a "value play" despite its lagging stock performance while calling RTX Corp. (RTX) a "diversified" play. Tom White offers example options trades for both defense stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Gold's recent pullback from record highs may be just what investors need to justify getting in on the action. Christian Briggs says profit-taking is likely to blame for the short-term dip, but don't expect it to last long-term. With gold up 300% over the past 5 years, Briggs believes it's due for a correction, but he's still bullish on the precious metal's long-term prospects.======== 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

Jerome Powell just announced a SURPRISE crypto summit — and it could change everything! In this episode, we'll break down why the Federal Reserve might finally be turning bullish on Bitcoin and digital assets, and what this means for Ethereum, XRP, Chainlink, and Solana heading into the next market cycle.

OptionsPlay's Tony Zhang says Alphabet (GOOGL) "stands out" when it comes to its valuation in the A.I. space. He expects the stock to gain traction with Gemini integration to offer Alphabet a larger growth runway when it comes to Google search and similar software technologies. Tony adds that Micron (MU) is a company with a much wider ceiling to the upside even after its more than 140% 2025 run. He calls the stock "one of the most undervalued hardware plays" in the A.I. space.======== 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

AI agents are already paying humans for their data and 3.5 million people are earning from it.In AI Supercycle episode 5, we sit down with Jordan Gray, co-founder of Public AI, to discuss how the AI economy creates new income streams for humans and why your data is more valuable than you think.We discuss:- Why Your Data Is More Valuable Than You Think- How 3.5M Users Are Already Earning From AI- The Coming Era of AI Agents Requesting Human Data- MCP: The Protocol Letting Agents Talk to Each Other- Why Decentralized Data Markets Will Win- Where AI Agents Will Source Their Training DataTimestamps00:00 Intro00:52 AI Supercycle or Bubble? (Where We Really Are)02:49 The Future of Work & Labor Markets in the AI Era04:59 How Public AI Pays Users for Their Data08:14 Privacy in the AI Era (Can It Actually Exist?)11:25 Data Labeling & Pipeline Infrastructure (The Hidden Economy)16:51 Hibachi Ad, 17:00 Relay Ad, Talus Ad17:33 Human-in-the-Loop Explained (Why AI Still Needs You)19:42 Data Governance & Token Ownership (Who Really Owns Your Data?)23:02 Why Public AI Chose NEAR Protocol (The Technical Decision)27:13 Alvara Ad, Enso Ad27:37 AI Economy & Machine Payments (How Agents Will Transact)31:44 MCP: Model Context Protocol Explained (The AI Communication Standard)35:15 Agents Prompting Humans, Not Vice Versa (The Role Reversal)37:06 AI Agent Coins & VTuber Experiments (Where Culture Meets Tech)38:58 Bullish on Data, Bearish on Commodities (Investment Thesis)Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Last week there were two pieces of news that confirmed the bullish long term outlook for natural gas. On Thursday the WSJ reported on the Behind The Meter (BTM) arrangements that are becoming common (see AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants). This is faster than connecting with the grid […]

Crypto News: IMF director calls on Countries to embrace crypto. BlackRock takes a piece of booming stablecoin market with redesigned fund. Ripple breaks into Corporate Treasury with $1B GTreasury Acquisition. Brought to you by

Marley Kayden and Sam Vadas go over the biggest stories they believe were largely missed by investors to close out the trading week. They explain the sell-offs in gold and Bitcoin following the former's record run throughout the week. Another underperformer: Oracle (ORCL), even though several analysts warmed up to the stock with price target hikes.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

Highlights: • S&P rebounds from 50-day average support. • Bullish harami pattern hints near-term reversal. • October volatility echoes past summer swings. • Bank earnings expected to drive short-term sentiment. • Option writers caught in sharp Friday selloff. • VIX trend above 18 signals market tension. • Gold, silver surge amid scarcity and demand fears. • Potential gold correction after extended rally. • Traders await clearer direction by midweek.   TimingResearch.com Crowd Forecast News Episode #498, recorded at 4PM ET on October 13th, 2025. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-498/   Lineup for this Episode: • Michael Filighera of LogicalSignals.com • Wally Olopade of RightSideTrading.com • The Option Professor of OptionProfessor.com   Bonus... [AD]

BofA sees "strategic" challenges for Intel (INTC) as a major reason behind its downgrade on the stock. As Marley Kayden explains, the analyst also cites a "too far, too fast" drive higher in the stock price. Shares of Intel have nearly doubled since the start of 2025 and rallied about 50% over the last month. Prosper Trading Academy's Charles Moon likes the stock's defensive price action seen on Friday and offers an example options trade for Intel.======== 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

#Ad Big thanks to Bizee for sponsoring today's video – they make starting an LLC super simple: https://bizee.com/ich Public: Fund your account in less than 5 MINUTES at https://public.com/ICED Wayfair: Shop, save, and score today at https://Wayfair.com Shopify: Sign up for a $1 per month trial period at https://shopify.com/ich Follow Andrei Jikh: On YouTube - https://www.youtube.com/@UCGy7SkBjcIAgTiwkXEtPnYg On Instagram - https://www.instagram.com/andreijikh On X - https://x.com/andreijikh Apply for The Index Membership: https://entertheindex.com/ Add us on Instagram: https://www.instagram.com/jlsselby https://www.instagram.com/gpstephan Official Clips Channel: https://www.youtube.com/channel/UCeBQ24VfikOriqSdKtomh0w For sponsorships or business inquiries reach out to: tmatsradio@gmail.com For Podcast Inquiries, please DM @icedcoffeehour on Instagram! Timestamps: 00:00 - Intro 00:02:44 - Crypto stance 00:06:12 - First bitcoin purchase 00:10:21 - Bitcoin manipulation 00:15:27 - Sponsor - Bizee 00:25:17 - Bitcoin pros and cons 00:28:58 - Gold vs bitcoin 00:30:05 - Making synthetic gold 00:31:14 - Sponsor - Public 00:32:15 - Money advice for average person 00:35:46 - Portfolio breakdown 00:41:40 - Bitcoin to $1M 00:44:29 - Thoughts on altcoins 00:49:01 - Why self-custody bitcoin 00:55:57 - 10-year U.S. outlook 01:06:57 - Sponsor - Wayfair 01:08:16 - Sponsor - Shopify 01:09:39 - Bullish or bearish 01:10:34 - Bullish indicators 01:16:55 - Investing vs YouTube 01:19:45 - Alternative investments 01:24:25 - Why Japan watches are cheap 01:31:22 - Best investing advice 01:34:09 - The 4% rule 01:36:10 - Does printing money keep people poor 01:40:07 - Why people stay poor 01:47:31 - Poor vs rich mindset 01:48:38 - Relationship advice 01:55:13 - Ideal money amount 02:11:23 - Duck-sized horse *Some of the links and other products that appear on this video are from companies which Graham Stephan will earn an affiliate commission or referral bonus. Graham Stephan is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice.Public makes no guarantees about its accuracy or reliability—verify independently before use. *3.8% as of 9/24/25. APY. Rate may change. See terms and conditions of Public's ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Crypto News: Bitcoin and Stocks crash as Trump announces 100% tariffs on China. Morgan Stanley drops restrictions on which wealth clients can own crypto funds. Banks explore launching a stablecoin linked to G7 currencies. Brought to you by

Meera Chandan, Natasha Kaneva, Anezka Christovova, Junya Tanase and Patrick Locke discuss the outlook for gold/ the dollar, emphasize the case for cyclical FX, re-examine the prospects for yen following political developments in Japan and look ahead to next steps in the US government shutdown.   This podcast was recorded on 10 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5098922-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this episode of the Crypto 101 podcast, hosts Tevo and Brendan discuss the latest developments in the cryptocurrency market, including the impact of political events on market sentiment with the new China tariffs, technical analysis of Bitcoin and Ethereum, and the dynamics of altcoins. They also engage with their audience, providing insights into macroeconomic factors and the history of global M2 money supply, while emphasizing the importance of analyzing multiple data points to make informed investment decisionsEfani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Plus500: https://plus500.comCheck out Gemini Exchange: https://gemini.com/cardThe Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro bonus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases.Get immediate access to my entire crypto portfolio for just $1.00 today! https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionChapters00:00 Market Reactions to Political News06:50 Technical Analysis of Bitcoin and Ethereum14:44 Altcoin Market Dynamics and Support Levels22:43 Macro Economic Insights and Historical Trends24:57 Bitcoin Market Cycles and RSI Analysis27:38 Community Insights and Market Sentiment30:25 Institutional Interest in Crypto32:16 Global M2 Money Supply and Economic Trends39:18 Comparing Current Market Conditions to Historical CrashesMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe 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 Gemini Exchange: https://gemini.com/card* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

#bitcoin (09-10-2025)The number of bullish price targets/predictions is growing so fast - Be proud you front ran them all… More!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_VqohTmbm44z4lgokgBuy Me A Coffee:https://buymeacoffee.com/ukbmGet 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.comThe Best Of Exmoor:https://www.thebestofexmoor.co.uk/298.htmlMondays Live Show:  https://youtu.be/I_NvLLpbl4g

Kevin Hincks reports from the Cboe Global Markets in what he calls a "cautiously higher" market. Futures trended higher but comes with gold continuing a monstrous run to the upside, paired with a lot of pressure on the Japanese Yen. Kevin believes traders should stay on their toes today after Tuesday's initial rally faded. He also notes comments from Nvidia (NVDA) CEO Jensen Huang on Tesla (TSLA) CEO Elon Musk after Nvidia announced plans to invest in xAI.======== 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

Dell Technologies (DELL) closed as an SPX top performer near its all-time high after capturing bullish attention of analysts. The company recently raised EPS and revenue guidance forecasts. Rick Ducat adds that Dell's exposure to storage gives it an edge, even if its rally still falls vastly short of competitors like Micron (MU). Rick turns to key levels investors should watch in the charts and options activity to see where traders expect the stock price to move.======== 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

All major indices except the $DJI saw gains on the session with the SPX and NDX tapping new all-time highs. Nvidia (NVDA) moved higher after it backed Elon Musk's xAI, though its rally wasn't nearly as high as AMD Inc.'s (AMD). Dell Technologies (DELL) served as another tech stronghold after getting several price target hikes from analysts. Marley Kayden takes investors through a busy Wednesday on Wall Street. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The debasement trade is here, and gold and Bitcoin are just getting started.In Episode 4 of Money Moves Fast, Felix Jauvin (host of @ForwardGuidanceBW) breaks down the biggest macro shift in a decade. We cover:• Trump's three-step plan to seize the Fed• The $600B tariff question: stimulus or suicide?• Why gold and Bitcoin move together• How stablecoins are quietly replacing bank accounts• Why value investing doesn't work anymore• How to invest when everything feels overpricedTimestamps:00:00 Intro02:20 Why Asian Markets Are Hyper-Financialized04:40 Trump's 3-Step Fed Takeover Plan06:51 Why Gold & Bitcoin Win Together09:09 Bitcoin's September Bottom Wasn't Random11:34 Fiscal Dominance Is Here (The Fed Can't Stop It)13:55 The Macro Regime That Ruled 10 Years Just Died16:20 Where $6 Trillion Is Hiding Right Now21:00 The $600B Tariff Question: Stimulus or Suicide?28:14 What If Trump Sends Everyone Stimulus Checks30:12 How Tokenization Makes Finance Look Slow32:38 Stablecoins Are Eating Banks (Here's the Math)35:02 Will Fiat Currencies Actually Disappear?37:23 Why Government Shutdowns Boost Markets39:50 Gold vs Bitcoin vs Silver: Which Wins?42:07 How to Invest When Everything Feels Expensive44:27 Why Value Investing Doesn't Work AnymoreWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

Invest Like the Best Key Takeaways  Today, the challenge is not to make the model bigger; the problem is knowing how best to generate and create data in useful domains so that the model gets better at them    AIs do not have to get to digital god mode for AI to have an enormous impact on productivity and society: Even if AI does not become smarter than humans in the short term, the economic value creation boom will still be enormous“If we didn't have the AI boom, the US probably would be behind China and no longer the world hegemon by the end of the decade, if not sooner.” – Dylan Patel The US is doing what China has done historically: dumping tons of capital into something, and then the market becomes If there is a sustained lag in model improvement, the US economy will go into a recession; this is the case for Korea and Taiwan, too  On the AI talent wars: If these companies are willing to spend billions on training runs, it makes sense to spend a lot on talent to optimize those runs and potentially mitigate errors  We actually are not dedicating that much power to AI yet; only 3-4% of total power is going to data centers He is more optimistic on Anthropic than OpenAI; their revenue is accelerating much faster because of their focus on the $2 trillion software market, whereas OpenAI's focus is split between many thingsWhile Meta “has the cards to potentially own it all”, Google is better positioned to dominate the consumer and professional markets Read the full notes @ podcastnotes.orgMy guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

Indian stocks are in a funk right now even as brokerages remain bullish, expecting a turnaround in market sentiments over the coming quarters. Investor Adrian Mowat tells us that China will outperform India for the balance of 2025, as New Delhi reels from punitive US tariffs and the visa squeeze. Also, Seacoast Shipping Services' claims that funds were diverted to pay ransom, in a story that is nothing short of a thriller. Besides: festive season cheer is lifting consumer spending, Indian students are looking for greener pastures and all eyes are on the MPC meeting next week.

Much concern has been raised of late about how the economy is slowing and recession risk is rising.But is that really true?Or, could we already be through the worst of things, with the economy strengthening from here?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.In today's discussion, Anna explains why she has recently turned from being bearish (for years) to guardedly bullish.TIME'S NEARLY UP! LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#bullmarket #economicrecovery #unemployment _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Crypto News: Bitcoin's rally continues and it crosses $120,000 again. Cardano ADA gets integrated into the Brave wallet. Multiple Solana treasury news.Brought to you by

It's a process but Aston Villa are finding the man they use to be. They're finding their way home. Their fans are helping. Their write-offs are stepping up. And suddenly we have three wins in one week. Hosted on Acast. See acast.com/privacy for more information.

Marcus Bodet is “very bullish on tech,” particularly because of government backing, and thinks that investment will drive M&A for the next 6-12 months. While he thinks that some valuations are at “unnecessarily high points” but doesn't think AI compares to the dot-com era. He also looks at ways the government's interest can shape the sector, for better or worse for investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stijn Schmitz welcomes Tavi Costa to the show. Tavi Costa is Macro Strategist at Crescat Capital. Costa shares a compelling personal journey from Brazil, where experiencing hyperinflation shaped his financial perspective, to becoming a tennis player and eventually a finance professional. His background in macro analysis has enabled him to identify significant market turning points, such as predicting China's potential economic challenges and the emerging commodity trends. Costa emphasizes the importance of independent research and developing strong conviction in investment strategies. He discusses the current bullish environment for gold and silver, highlighting a notable chart showing central banks increasingly preferring gold over treasuries. He believes the current gold market has substantial potential, potentially surpassing historical performance due to unprecedented economic conditions. Regarding silver, Costa presents an intriguing 45-year cup and handle technical pattern, suggesting the potential for silver prices to reach triple digits. He argues that limited silver exploration assets and increasing demand from various sectors could drive significant price appreciation. Moreover, he sees tremendous opportunity in mining companies, noting their impressive profit margins and potential for institutional attraction. Costa is also becoming bullish on energy, presenting a contrarian view based on declining oil inventories, reduced drilling activities, and potential increased energy consumption from technological developments like AI. He sees the energy sector as an undervalued asset class with significant medium-term potential. At Crescat Capital, Costa focuses on early-stage exploration companies, employing a venture capital approach in the mining space. He believes in actively helping management improve capital allocation and exploration strategies. His investment philosophy centers on identifying intrinsic value in companies before market recognition, with a particular focus on metals and resources. Throughout the discussion, Costa emphasizes flexibility in investment thinking, the importance of independent research, and the potential for significant shifts in market perception toward traditionally underappreciated sectors like mining and energy.

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My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

Takeaways from the SEC-CFTC joint roundtable. The SEC and CFTC held a joint roundtable yesterday on regulatory harmonization efforts, representing a wider cooperation between the agencies since the Dodd-Frank era. Will the regulators merge in the future? CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.” - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss bitcoin outlook for rest of the year, interest rate cuts, how to evaluate AI acceleration, Nvidia's $100 billion deal with OpenAI, and what metrics investors should keep an eye on.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠======================This episode is brought to you by Figure ⁠⁠⁠⁠⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠⁠⁠⁠⁠, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto's potential today. Visit their app to apply ⁠⁠⁠⁠⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠⁠⁠⁠⁠ for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠⁠⁠⁠⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠⁠⁠⁠⁠ for more information.======================Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs======================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit ⁠⁠⁠⁠⁠⁠⁠https://bitwiseinvestments.com/⁠⁠⁠⁠⁠⁠⁠ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠⁠⁠⁠⁠⁠⁠https://bitwiseinvestments.com/disclosures⁠⁠⁠⁠⁠⁠⁠ to learn more.======================TimeStamps:0:00 - Intro1:31 - Interest rate cut and market sentiment 4:20 - Bullish on bitcoin in Q4? 5:54 - How to evaluate AI companies 8:14 - October outlook and uncertainty in the market 12:15 - Evaluating AI replacing human jobs 26:01 - Thoughts on Nvidia's $100 billion OpenAI deal 35:30 - Merging between AI & bitcoin mining39:04 - Are we going to continue seeing an economic boom? 44:11 - What metrics should investors be keeping an eye on?47:38 - Thoughts on government getting involved with AI businesses 50:27 - What models and tools are Jordi using?

Portfolio manager Michael Lebowitz joins us live to explain why he remains bullish on bonds here in the near term, as well as to take your Q&A#bonds #treasurybonds #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.