Podcasts about earnings season

This week, the Justice brothers dive deep into Jerome Powell's Jackson Hole speech and what it means for the future of monetary policy. Is the Fed finally ready to cut rates—or is Powell once again too cautious, earning the nickname “Too Late Powell”? Matt and Mark break down Powell's dovish tone, the shift from inflation risk to labor market fragility, and how traders should interpret the Fed's pivot back to flexible inflation targeting. Then, the conversation moves into one of the most important technical developments of the year: multiple-time frame breakouts across the Dow, Russell 2000, and the Equal-Weight S&P. Breadth has returned to the market, strengthening the bull case beyond the mega-caps.  In “Stock It or Drop It,” the guys bring analysis and setups on some of the week's biggest movers: Nvidia, Zoom, Palo Alto, Walmart, Estee Lauder, and more. And in this week's Coaches Corner, they tackle trader lifestyle questions—from how much time you really need to dedicate to trading, to whether copying others' strategies can work, to the eternal debate of luck vs. skill. Insightful, actionable, and always entertaining —don't miss this episode of the Trading Justice Podcast.

Episode 652: Neal and Toby dive into what's behind a string of strong earnings that is shrugging off tariff fears. Then, the SPAC king returns and is seeking to raise $250M for his new SPAC. Also, CLEAR and TSA is piloting biometric tech to help airport screening go much faster. Meanwhile, AI-powered sleep tech startup Eight Sleep is planning to open up retail stores by 2026.  00:00 - Guess what ‘TMZ' stands for 3:00 - Companies are crushin' 7:30 - SPAC King is back 11:30 - CLEAR clearing up airport screening 17:00 - Eight Sleep's big dreams 21:20 - Sprint Finish! LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Submit your MBD Password Answer here: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the European Market Brief, Episode 8! In this episode, we dive into a transatlantic financial showdown, comparing the European and U.S. markets. Join Mark Longo and special guests Russell Rhoads, Christoph Schon, and Zubin Ramdarshan as they explore everything from market concentration and volatility to the surprising resurgence of the European defense sector. Key Discussion Points & Timestamps [00:03:52] - Introducing the Panelists Host Mark Longo, CEO and founder of The Options Insider Radio Network Russell Rhoads, also known as "Dr. VSTOXX," from Kelley School of Business - Indiana University Christoph Schon, Lead Principal at SimCorp Zubin Ramdarshan, Global Co-Head of Derivatives Products and Markets at Deutsche Börse [00:10:07] - The US vs. European Market Structure [00:13:30] - Sector Trading in Europe [00:16:30] - The Small-Cap vs. Large-Cap Debate [00:18:48] - Recent Market Performance [00:23:38] - The Impact of US Headlines on Europe [00:27:10] - The European "Tech" Sector Analogs [00:29:40] - The Role of Earnings Season in Europe [00:32:04] - The Rise of the European Defense Sector [00:36:54] - Final Takeaways [00:41:26] - The Red Phone: Listener Q&A Regarding the Spread between VIX and VSTOXX & Zero-Day Options in Europe Where to Find Our Guests Christoph Schon: Learn more about his research and insights at https://simcorp.com/resources/insights. Zubin Ramdarshan: Connect with Zubin on LinkedIn (Zubin Ramdarshan) or explore product details at Eurex.com. Russell Rhoads: Follow Russell's research and commentary on Twitter: @RussellRhoads.      

Are investors too optimistic right now? Lance Roberts breaks down ten rules for navigating excess market bullishness so you can protect your portfolio while still participating in market gains. Also in today's show: Lance's assessment of earnings season so far, and the role Nvidia will play in determining market moods. We've got a special interview segment planned for Wednesday's (8/20) show [Premier link is below]; Lance reveals yet another saga by the Roberts' children, and how we can learn from our mistakes, whether we're dishwashers or investors. The reason markets look great can be traced to 7-stocks. The inherent risks of the future; the double edged sword of margin debt, and what's really driving earnings growth. Lance reviews his Ten Rules for Navigating excess bullishness in the market, earnings growth forecast justification, and why retail investors are the last resort for Wall Street. SEG-1a: Earnings Season is Almost Done SEG-1b: Nvidia is one of the Last Supports for Markets SEG-2a: John Tamny Interview Tease [ https://youtu.be/Hm6yNkNtC0Q ] SEG-2b: Bullish Sentiment for the Young & Lance's Daughter SEG-2c: Learning from Our Mistakes SEG-2d: Investors' Ability to Forget Pain SEG-2e: Things Look Great...but only because of 7-stocks SEG-2f: The Spread Between Market Cap vs Equal Weight Indexes SEG-2g: The Risk of Not Knowing Crypto, AI future SEG-2h: Margin Debt is a Double-edged Sword SEG-2i: What/Who's Really Driving Earnings Growth SEG-2j: The CoreWeave Story SEG-2k: Ten Rules for Navigating Excess Market Bullishness SEG-2l: Proper Position Sizing in Portfolios SEG-2m: Behind the Scenes with Economic Growth SEG-2n: Justifying Earnings Growth Forecasts SEG-2o: You're the Cannon Fodder for Wall Street SEG-2p: Smart Money vs Dumb Money SEG-2q: Bullish Market Sentiment Driven by Narrow Framework Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=ogzk5Y4D7b0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Inflation Data Sends Markets To New Highs" https://realinvestmentadvice.com/resources/blog/inflation-data-sends-markets-to-new-highs/ "Excess Bullishness & 10-Rules To Navigate It" https://realinvestmentadvice.com/resources/blog/excess-bullishness-10-rules-to-navigate-it/ ------- The latest installment of our new feature, Before the Bell, "What Risks are Posed in AI Story?" is here: https://www.youtube.com/watch?v=ZXO6sFR3mCc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Money Playbook for Young Millionaires" https://www.youtube.com/watch?v=fOXqIaMP8RY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketBullishness #StockMarketRisk #InvestorPsychology #MarketSpeculation #PortfolioStrategies #InvestingAdvice #Money #Investing

In this episode of The Investor Professor Podcast (Ep. 172), Ryan and Cameron dive deep into the latest market movers. They break down Palantir's blockbuster earnings, Alex Karp's bold comments to short sellers, and the stock's meteoric 134% year-to-date rise. The conversation explores Palantir's growing influence as a talent magnet in tech, its valuation risks, and the competitive landscape with Databricks. The hosts also analyze Figma's roller-coaster IPO performance, the challenges of timing IPO investments, and why investor psychology plays such a crucial role in early trading dynamics.The discussion expands to CoreWeave's volatile lockup expiration, employee stock decisions, and how leverage often amplifies risk in frothy markets. Ryan and Cameron also preview upcoming earnings from Home Depot and Target—highlighting the consumer backdrop, Amazon's aggressive expansion into grocery delivery, and what it means for retail. Wrapping up, they touch on Buffett's new bets in UnitedHealth and DR Horton, Michael Burry's surprising long positions (including Mercado Libre), and how Fed policy and Jackson Hole may shape the next market leg. It's a timely mix of earnings, behavioral finance, and market insights that investors won't want to miss.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Are investors too optimistic right now?  Lance Roberts breaks down ten rules for navigating excess market bullishness so you can protect your portfolio while still participating in market gains. Also in today's show: Lance's assessment of earnings season so far, and the role Nvidia will play in determining market moods. We've got a special interview segment planned for Wednesday's (8/20) show [Premier link is below]; Lance reveals yet another saga by the Roberts' children, and how we can learn from our mistakes, whether we're dishwashers or investors. The reason markets look great can be traced to 7-stocks. The inherent risks of the future; the double edged sword of margin debt, and what's really driving earnings growth. Lance reviews his Ten Rules for Navigating excess bullishness in the market, earnings growth forecast justification, and why retail investors are the last resort for Wall Street. SEG-1a: Earnings Season is Almost Done SEG-1b: Nvidia is one of the Last Supports for Markets SEG-2a: John Tamny Interview Tease [ https://youtu.be/Hm6yNkNtC0Q ] SEG-2b: Bullish Sentiment for the Young & Lance's Daughter SEG-2c: Learning from Our Mistakes SEG-2d: Investors' Ability to Forget Pain SEG-2e: Things Look Great...but only because of 7-stocks SEG-2f: The Spread Between Market Cap vs Equal Weight Indexes    SEG-2g: The Risk of Not Knowing Crypto, AI future SEG-2h: Margin Debt is a Double-edged Sword SEG-2i: What/Who's Really Driving Earnings Growth SEG-2j: The CoreWeave Story SEG-2k: Ten Rules for Navigating Excess Market Bullishness SEG-2l: Proper Position Sizing in Portfolios SEG-2m: Behind the Scenes with Economic Growth SEG-2n: Justifying Earnings Growth Forecasts SEG-2o: You're the Cannon Fodder for Wall Street SEG-2p: Smart Money vs Dumb Money SEG-2q: Bullish Market Sentiment Driven by Narrow Framework  Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,   Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=ogzk5Y4D7b0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "Inflation Data Sends Markets To New Highs" https://realinvestmentadvice.com/resources/blog/inflation-data-sends-markets-to-new-highs/ "Excess Bullishness & 10-Rules To Navigate It" https://realinvestmentadvice.com/resources/blog/excess-bullishness-10-rules-to-navigate-it/ ------- The latest installment of our new feature, Before the Bell, "What Risks are Posed in AI Story?" is here:  https://www.youtube.com/watch?v=ZXO6sFR3mCc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "The Money Playbook for Young Millionaires" https://www.youtube.com/watch?v=fOXqIaMP8RY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=3s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketBullishness #StockMarketRisk #InvestorPsychology #MarketSpeculation #PortfolioStrategies #InvestingAdvice #Money #Investing

Co-hosts Mark Thompson and Steve Little explore the groundbreaking release of ChatGPT-5, which arrived after over a year of anticipation. They discuss how this new model transforms the AI landscape with better reasoning, larger context windows, and dramatically reduced hallucinations.The hosts examine OpenAI's new Study and Learn Mode, which acts as a personal tutor rather than just providing answers, making it ideal for genealogists who want to deepen their understanding of their favourite topic.This week's Tip of the Week cautions beginners about challenging AI tasks like handwritten transcriptions and structured files, recommending they master the basics first.In RapidFire, they cover OpenAI's first open-source release since 2019, NotebookLM's video capabilities, and impressive AI company earnings reports.Timestamps:In the News:00:55 ChatGPT-5 Has Arrived: Improved Features (mostly) for Genealogists16:29 OpenAI's Study and Learn Mode: Your Personal Genealogy Tutor23:40 Claude Releases Opus 4.1: Enhanced Reasoning and WritingTip of the Week:29:25 AI Tasks for Beginners to Be Cautious OfRapidFire:40:16 OpenAI Releases First Open Source Model Since 201948:33 NotebookLM Upgrade Adds Video Support53:34 AI Companies Report Record EarningsResource LinksIntroduction to Family History AIhttps://tixoom.app/fhaishow/OpenAI GPT-5 Model Cardhttps://openai.com/index/gpt-5-system-card/Introducing study modehttps://openai.com/index/chatgpt-study-mode/ChatGPT Study Mode - FAQhttps://help.openai.com/en/articles/11780217-chatgpt-study-mode-faqClaude Opus 4.1https://www.anthropic.com/news/claude-opus-4-1OpenAI announces two "gpt-oss" open AI modelshttps://arstechnica.com/ai/2025/08/openai-releases-its-first-open-source-models-since-2019/Google's NotebookLM rolls out Video Overviewshttps://techcrunch.com/2025/07/29/googles-notebooklm-rolls-out-video-overviews/Tech bubble going pop: AI pays the price for inflated expectationshttps://www.theguardian.com/commentisfree/article/2024/aug/07/the-guardian-view-on-a-tech-bubble-going-pop-ai-pays-the-price-for-inflated-expectationsIs The AI Bubble About To Burst?https://www.forbes.com/sites/bernardmarr/2024/08/07/is-the-ai-bubble-about-to-burst/Google loses appeal in antitrust battle with Fortnite makerhttps://masslawyersweekly.com/2025/08/06/google-play-monopoly-verdict-epic-games-win/Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-googleTagsArtificial Intelligence, Technology, Genealogy, Family History, OpenAI, ChatGPT-5, Claude, Large Language Models, AI Learning Tools, Study Mode, Open Source AI, NotebookLM, Video Overviews, AI Reasoning, Context Windows, Hallucination Reduction, GEDCOM Files, Handwritten Transcription, Document Analysis, AI Earnings, Google Antitrust, Apache License, Local AI Processing, Privacy, AI Education, Tutoring Systems, Coding Capabilities, Multilingual Processing, AI Development, Family History Research, Genealogists, AI Tools, Machine Learning

We're diving into a busy week across the OTA landscape. Booking.com just launched its first U.S. credit card in partnership with Visa and Imprint, and we unpack what this means for direct bookings, loyalty, and whether it can really compete with the big travel cards already in your wallet. We also break down Expedia Group's Q2 earnings, where strong B2B ad performance and international travel lifted their guidance, but Vrbo's continued silence raises some questions. Then we shift to Airbnb's latest financials since rolling out their new services bundle — early check-in, luggage storage, and more — and talk through what kind of platform Airbnb is becoming. Plus, we share our predictions on who Airbnb might acquire next and why as they gear up to deploy their warchest of cash. This episode is brought to you by Guesty! You can join us at GuestyVal in Mexico City by getting your ticket here: https://lnkd.in/gWnfp-Re Follow the Hosts: Wil Slickers – ⁠⁠LinkedIn⁠⁠ Brandy Canaley – ⁠⁠LinkedIn⁠⁠ Jamie Lane – ⁠⁠LinkedIn⁠⁠ Michael Goldin – ⁠⁠LinkedIn⁠ Connect with Skift: LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thanks to Seeking Alpha for sponsoring this episode! Start your 7 day free trial & get $30 OFF your first year: ⁠⁠⁠https://link.seekingalpha.com/2DC4DWS/4G6SHH/?creative_id=12⁠⁠⁠In this week's episode, we discuss the US and EU reaching a trade deal, Federal reserve interest rate decision and earnings from Meta and Reddit.Now available on YouTube, Apple Podcast, Spotify & most other platforms!Spotify:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2caCydo...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠★ ★ OUR CHANNELS ★★Hamish:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/hamishhodder⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brandon:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCvSX...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠★ ★ FOLLOW US ★ ★Instagram (Hamish) ► hamishhodderofficialInstagram (Brandon)► new.money.officialBrandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#1305795⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of Guideway Financial Services Pty Ltd, AFSL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#420367⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's FSG available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.

From big tech smashing expectations, to Novo Nordisk wiping $70 billion in a single day, and the car industry being slammed with billions in tariffs, we're unpacking it all.We also cover:Mr Beat-ups latest stock. Has the market overreacted to this $300 billion meltdown?Are LICs still worth it vs ETFs?—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

This week, Fil and Pedro dive into the truth about trading during earnings season to expose the hype, the traps, and how pros profit while others get wrecked. They reveal their go-to setups for earnings season including the gap-fill reversal trade, so you can start attacking the silly season like a pro

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss soft data, retail investing, earnings season and rare minerals. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

25 Jul 2025. We speak to CEO Fahad Al Hassawi about what’s driving growth. Plus, with bank earnings rolling in, what do they reveal about the health of the UAE economy? A veteran market watcher. Mohammed Ali Yasin gives his read. And in the 2025 Wealth Report, Abu Dhabi and Dubai take the top two spots - what does that say about the region’s global standing? We speak to the author of the report, Nirbhay Handa.See omnystudio.com/listener for privacy information.

Joel Elconin, co‑host of the Pre‑Market Prep show and founder of the Stock Trader Network, joins us to break down the almost‑everything bull market pushing indices to record highs. Key topics covered: Leadership driving the rally: Big tech names like Microsoft, Nvidia, Google, Meta, and Broadcom leading markets to fresh highs, with value names like Berkshire and JPMorgan also participating. Earnings season takeaways: Why some companies get punished despite beating estimates, cautious guidance trends, and how tariffs are factoring into outlooks. Retail investor dynamics: The resurgence of meme‑style moves, retail's influence in small caps, and how institutions are adapting. Opportunities ahead: Joel's perspective on small caps, sector rotation, and what to watch as July closes out with key reports from Apple, Amazon, and other tech giants.   Click here to visit Joel's PreMarket Prep website. Click here to visit the Stock Trader Network.

In this week's Money and Markets podcast, Tom Sieber and Charlene Young discuss the latest twist in the tariffs saga as the US and Japan announce a deal and explore the early results from the US earnings season, with updates from JPMorgan, Citi, Coca-Cola and Netflix [04:04].   They also look ahead to what investors can expect from the big tech names due to report next week, including Microsoft, Apple, Amazon and Meta [10:12].  They also discuss a major proposal from the London Stock Exchange to introduce 24-hour trading and what that could mean for retail investors [12:20] and there's boardroom news at BP as the energy giant appoints a new chair [14:04].  Back in the UK, the government has announced the final proposals around pensions and inheritance tax [16:08], and the State Pension age is also under review again [24:02].  This week's episode also features two interviews: Martin Gamble speaks to Jacopo di Nardo from Latitude Investment Management about Diageo and the impact of the recent CEO departure [27:27], and Dan Coatsworth talks to Schroder Asia Pacific portfolio manager Abbas Barkhordar about the vibe in Asia around those US tariffs [40:44].  Finally, with summer holidays in full swing, Tom and Charlene look at a story involving Ryanair, oversized luggage, and a rather inventive employee bonus scheme [51:47].  Note: The podcast is taking a short summer break and will return in early September. 

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alphabet and ServiceNow - IBM's surprisingly strong AI business - Figma's upcoming IPO Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW Host: Matt Frankel Guests: Tom Gardner, Jon Quast, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings Season continues...everything is fine as reports are coming in better-than-expected for the most part. Markets enjoyed a Wednesday rally with solid buying. But interestingly, volatility collapsed, with hedging concerns "giving up" on concerns over the rise in complacency. This low VIX doesn't necessarily mean anything...along with the Put/Call Ratio and credit default swaps (see today's Daily Market Commentary - link below). Credit Spreads are extremely compressed, too. These are all good and well by themselves. They are just ingredients. But those ingredients need a catalyst, and when that catalyst appears, these ingredients suggest there will next occur a very sharp reversion in the markets. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=T-N20Dd9DjU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Japan Financing Seals The Deal And Toyota Jumps" https://realinvestmentadvice.com/resources/blog/japan-financing-seals-the-deal-and-toyota-jumps/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #MarketRally #MarketRisk #MarketCorrection #MarketReversion #InvestorComplacency #MovingAverages #VIX #Volatility #CreditSwaps #CreditSpreads #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging?Have a question you want us to answer? Record a voice note or send us a message———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email———Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

You can confidently manage your finances and reach your savings goals in a way that fits your unique financial situation, if you implement various popular budgeting methods. Today's Stocks & Topics: GLOB - Globant S.A., UPS - United Parcel Service Inc. Cl B, Market Wrap, Budgeting Methods to Suit Every Lifestyle, Is the Stock Market Manipulated?, Ethereum, QS - QuantumScape Corp. Cl A, Bitcoin Mining, Earnings Season, OPEN - Opendoor Technologies Inc., Are Consumers Running Out of Steam?Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Over 100 companies in the S&P 500 are set to report earnings this week. Plus: Verizon shares advanced after the telecommunications giant raised its annual forecast. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Rosso & Matt Doyle host Rich's last live Radio-episode* and reveal the reason for Matt's recent absence from the show. Airport Security parameters; strong start to Earnings Season; references to '80's TV sit-coms; market futures, Lance's charts, the ultimate Death Cross; Richard previews Saturday's (7/19) Candid Coffee, and the genesis of the partnership with Lance Roberts; understanding Money Scripts; Netflix & streaming services; Gen-Z and Social Media. Rich and Matt discuss the possibilities of Mrs. Roberts' bakery/coffee shop; Retail Sales report analysis: People are still spending. The Paradox of Thrift, Fed meetings and a brief history of the Federal Reserve Banking System. Rich reviews American Express' report, debt to income ratios and Money Scripts (Brad Klontz); how childhood location bears on credit scores in later life. * NOTE: The Real Investment Show will be 100% digital starting Monday, August 4. Please be sure you're SUBSCRIBED here to catch each episode! SEG-1: Matt's Back (and leg) & some market commentary SEG-2a: Candid Coffee Preview SEG-2b: Money Scripts & Financial Success SEG-3a: Mrs. Roberts' Coffee Shop & Retail Spending SEG-3b: Retail Sales Summary SEG-4: AmEx reports, Money Scripts, & Managing Money Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=XaEHi-fSbuQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here: https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "The Magnificent 7 Are Mediocre," https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MoneyScripts #CreditScoreTips #FinancialMindset #CreditHealth #MoneyBehavior #EarningsSeason #RetailSales #Inflation #ParadoxOfThrift #InvestingAdvice #Money #Investing

Richard Rosso & Matt Doyle host Rich's last live Radio-episode* and reveal the reason for Matt's recent absence from the show. Airport Security parameters; strong start to Earnings Season; references to '80's TV sit-coms; market futures, Lance's charts, the ultimate Death Cross; Richard previews Saturday's (7/19) Candid Coffee, and the genesis of the partnership with Lance Roberts; understanding Money Scripts; Netflix & streaming services; Gen-Z and Social Media. Rich and Matt discuss the possibilities of Mrs. Roberts' bakery/coffee shop; Retail Sales report analysis: People are still spending. The Paradox of Thrift, Fed meetings and a brief history of the Federal Reserve Banking System. Rich reviews American Express' report, debt to income ratios and Money Scripts (Brad Klontz); how childhood location bears on credit scores in later life.   * NOTE: The Real Investment Show will be 100% digital starting Monday, August 4. Please be sure you're SUBSCRIBED here to catch each episode!  SEG-1: Matt's Back (and leg) & some market commentary SEG-2a: Candid Coffee Preview SEG-2b: Money Scripts & Financial Success SEG-3a: Mrs. Roberts' Coffee Shop & Retail Spending SEG-3b: Retail Sales Summary SEG-4: AmEx reports, Money Scripts, & Managing Money   Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=XaEHi-fSbuQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:  https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "The Magnificent 7 Are Mediocre," https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MoneyScripts #CreditScoreTips #FinancialMindset #CreditHealth #MoneyBehavior #EarningsSeason #RetailSales #Inflation #ParadoxOfThrift  #InvestingAdvice #Money #Investing

Curtis C. Farmer, Chairman, President & CEO, Comerica Incorporated and Comerica Bank (NYSE:CMA)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(01:27) ASML Analysis and Market Volatility(09:56) Taiwan Semiconductor's Growth and Market Position(17:26) Netflix's Earnings and Business Model(25:00) Bubble Watch: Meme Stocks and Market Valuations(32:58) Evaluating Palantir's Future Cash Flow(35:43) Interactive Brokers Earnings Review(41:20) Cloudflare's AI Crawler Blockade(47:08) Meta's Ambitious Data Center Plans(54:51) Musk's Circular Investments and XAI(01:00:08) Political Pressures on Jerome Powell*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to share insights on the accelerating momentum in the precious metals sector. In this discussion we cover: Financing trends: A surge in capital flowing into PEA‑stage juniors, with major strategic partners taking large stakes in recent $30M+ financings. Sector strength: Miners and juniors showing relative strength as gold consolidates near $3,300 and silver breaks out, with the gold:silver ratio trending lower. Earnings season outlook: Why companies like Newmont could deliver significantly higher cash flow with gold ~$400/oz above Q1 levels. Copper market dynamics: Tariff-driven moves, record backwardation between U.S. and LME markets, and the potential for explorers to catch renewed investor interest. Dave also shares portfolio management insights, noting when he takes profits on big winners and where he's looking for new opportunities - particularly in copper juniors. Watch for: Signs of a sustainable bull market as financings are bought, not sold. A rotation of capital further down the food chain to riskier juniors. Key support levels: gold $3,300/$3,200 and silver $37.50, setting up for potential runs toward $4,000 gold and $50 silver later this year. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Are the Magnificent Seven losing their magic? Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here: https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

Earnings Season continues to roll, and the window for the buy back window won't be open until the end of the month. Starting today, markets tend to enter a seasonally-weaker period of the year as investors process earnings and volatility begins to tick higher. Market action has already been slack over the past couple of weeks, and it's highly deviated from moving averages. A reversal back to the 200-DMA is worth a 6% decline, a move that would be well-within historical norms. Of concern now is the high levels of retail investor speculation, making up about 14% of trading volume. That's more than was seen during the "meme mania" of 2021 (12%). Such spikes in speculation typically occurs at a market peak, and is a set up for market correction. We cannot stress enough the importance of taking opportunity to rebalance risk and take profits now. A 6% correction ain't nothin'.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://youtu.be/VDnRZFc0Hpw ------- Articles mentioned in this report: "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- 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/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Are the Magnificent Seven losing their magic?  Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:  https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

The US earnings season for the second quarter is under way - and one expert has revealed what this means for American households. Recent data shows households are staying resilient, and there's no sign of a recession as of yet. Sam Dickie from Fisher Funds explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what's driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble? Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President Trump replace Jerome Powell at the Fed? What really matters is what markets wants: An independent Fed. Should the Fed be cutting rates now? (The Fed is always late.) Lance & Danny discuss who really pays tariff fees (producers); eating out and budget leakage. Wall Street will sellyou anything you want, even when you don't know what it is yet: SPAC's are back, along with a voracious appetite for risk. When investors are all-in, that sets up for correction. Danny describes new challenges to Roth Conversions under the Big Beautiful Bill...and impromptu revelation of grade school antics and interpersonal relationships...and commentary on speculative risk returning to the market. SEG-1: Bank Earnings Review, PPI Preview, and Contrarian Indicators SEG-2: Will Trump Replace Powell? SEG-3: SPAC's are Bank - Will St. Will Sell You What You Want SEG-4a: Roth Conversations Under the Big Beautiful Bill SEG-4b: If Lance Was a Bully SEG-4c: Speculative Risk Returns to the Market Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Turtle Trading" "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Bullish Sentiment is a Contrarian Indicator," is here: https://youtu.be/4k2AfV8moZ8 ------- Our previous show is here: "Two Dad's on Money," https://www.youtube.com/watch?v=Rm-FNuRdgB0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #BullishSentiment #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #SPACs #SPACInvesting #StockMarketTrends #InvestingNews #FinancialMarkets #InvestingAdvice #Money #Investing

SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what's driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble?  Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President Trump replace Jerome Powell at the Fed? What really matters is what markets wants: An independent Fed. Should the Fed be cutting rates now? (The Fed is always late.) Lance & Danny discuss who really pays tariff fees (producers); eating out and budget leakage. Wall Street will sellyou anything you want, even when you don't know what it is yet: SPAC's are back, along with a voracious appetite for risk. When investors are all-in, that sets up for correction. Danny describes new challenges to Roth Conversions under the Big Beautiful Bill...and impromptu revelation of grade school antics and interpersonal relationships...and commentary on speculative risk returning to the market. SEG-1: Bank Earnings Review, PPI Preview, and Contrarian Indicators SEG-2: Will Trump Replace Powell? SEG-3: SPAC's are Bank - Will St. Will Sell You What You Want SEG-4a: Roth Conversations Under the Big Beautiful Bill SEG-4b: If Lance Was a Bully SEG-4c: Speculative Risk Returns to the Market   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Turtle Trading" "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Bullish Sentiment is a Contrarian Indicator," is here:  https://youtu.be/4k2AfV8moZ8 ------- Our previous show is here: "Two Dad's on Money," https://www.youtube.com/watch?v=Rm-FNuRdgB0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #BullishSentiment #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #SPACs #SPACInvesting #StockMarketTrends #InvestingNews #FinancialMarkets #InvestingAdvice #Money #Investing

In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices.Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel viewers: PGR - Progressive Corp. (NYS); plus Justin's market wrap, and Justin's talking points: 'Earnings Season'.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Core CPI came in at 0.2%, slightly below Wall Street estimates of 0.3%. Kevin Hincks reports from the Cboe Global Markets and breaks down the report by sector to analyze what it means for inflation and the Fed's rate cutting cycle. Big banks traded mostly lower in the premarket after JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC) reported earnings. Kevin talks about how these companies faced an uphill battle after their massive rallies in recent weeks. ======== 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

Stock market update for July 15, 2025.

Crypto cruising higher, as Bitcoin hits a new record high, topping $123,000. How U.S. lawmakers are gearing up to potentially pass regulatory changes that could bolster institutional demand. Plus Earnings season on deck, and all eyes are on big banks as the group kicks things off. What one top financials analyst is watching for, and the names that could lead the group higher.Fast Money Disclaimer

Today's Post - https://bahnsen.co/3GM1axv Monday Market Updates and Public Policy Insights In this Monday edition of Dividend Cafe, the presenter covers key developments in the market and public policy. Topics include the new tax and spending bill, market reactions to tariffs, potential trade deals, and the upcoming earnings season. Specific insights are shared on copper tariffs, the possibility of a second reconciliation bill in the Senate, and the president's position on Ukraine. The session also discusses the S&P 500's top companies' market cap and earnings contributions, and speculation about potential changes at the Federal Reserve. The episode concludes with a Q&A on the impact of tax cuts and recession on national debt, and a teaser for an upcoming special Dividend Cafe. 00:00 Welcome to Dividend Cafe 00:58 Market Overview and Public Policy 01:35 Tariff Impacts and Market Reactions 03:54 Copper Prices and Industrial Impact 05:52 Potential Second Reconciliation Bill 07:09 Shift in U.S. Policy on Ukraine 07:54 Earnings Season and Market Trends 08:59 The Dominance of Top S&P 500 Companies 11:03 Federal Reserve and Rate Cut Speculations 12:26 Tax Cuts and National Debt Debate 14:26 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Earnings Season has commenced with lowered expectations, meaning higher "beat" rates for companies, thanks to the lowered bar. Market react mildly to Mexican & Canadian 30% Tariffs; a warning for this week's CPI Report: The past four reports have been lower than expected, so a much higher number may be printed this time around. A three-month preview of market probabilities shows 50-50 chance of continued bullish activity; BUT, markets are over bought, and the odds are even for a correction of as much as 5% back to the 6,000 level. Lance shares his family's weekend exploits with Tex Mex food and Mrs. Roberts' new penchant for sourdough bread making. Lance reviews his weekend piece on Absolute vs Relative Returns, the consequences of both, and three things required for market predictions. We are naturally negatively biased; why market compounding is a myth; average vs compound returns are very different; what really caused the Dot-com Crash. NOTE: There are BIG changes coming to The Real Investment Show; if you're not subscribed here, you could miss out. Comparing Trade War outcomes: 2017 vs 2025. The risk to markets now: Trump vs Powell tiffs; the markets want an independent Fed; the risk to be aware of. "Con" is short for "Confidence Game.: SEG-1: Earnings Season Begins SEG-2a: Tex-Mex & Sourdough SEG-2b: Absolute vs Relative Returns SEG-3: Dealing with Our Naturally Negative Bias SEG-4a: Big Changes Coming SEG-4b: Maybe this Trade War Really Isn't that Different Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=EbuyQ4mMSas&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- Articles mentioned in this report: "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Market Risks Ahead of Earnings Season," is here: https://www.youtube.com/watch?v=kUggnhse9kk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Big Beautiful Bill Means for Your Money & Retirement" https://www.youtube.com/watch?v=juL4OhaFgbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=114s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #MarketCorrection #EarningsSeason #RiskManagement #PortfolioRisk #Tariff #RelativeReturns #AbsoluteReturns #InvestmentStrategy #PortfolioPerformance #InvestorEducation #InvestingAdvice #Money #Investing

Earnings Season begins this week; technically, markets are doing okay. This weekend's Bull Bear Report lays out a three month preview of what markets are likely to do on a probability basis. There is a 50-50 chance the current bull market trend will contimnue, because there's not a lot to bring this market down. BUT...the other side of that argument includes a choppy market thru the end of the year, and/or we get a correction at some point. Looking at markets from back in May, things were very over bought, leading to a correction back to the 200-DMA, which was a very good set up for adding money to portfolios. The same type of topping pattern in relative strength is emerging, and we're expecting some kind of medium-term correction at some point. A 5% correction back to the 6,000 level is a distinct possibility.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=kUggnhse9kk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- 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/ #MarketRally #MarketRisk #MarketCorrection #EarningsSeason #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Earnings Season has commenced with lowered expectations, meaning higher "beat" rates for companies, thanks to the lowered bar. Market react mildly to Mexican & Canadian 30% Tariffs; a warning for this week's CPI Report: The past four reports have been lower than expected, so a much higher number may be printed this time around. A three-month preview of market probabilities shows 50-50 chance of continued bullish activity; BUT, markets are over bought, and the odds are even for a correction of as much as 5% back to the 6,000 level. Lance shares his family's weekend exploits with Tex Mex food and Mrs. Roberts' new penchant for sourdough bread making. Lance reviews his weekend piece on Absolute vs Relative Returns, the consequences of both, and three things required for market predictions. We are naturally negatively biased; why market compounding is a myth; average vs compound returns are very different; what really caused the Dot-com Crash. NOTE: There are BIG changes coming to The Real Investment Show; if you're not subscribed here, you could miss out. Comparing Trade War outcomes: 2017 vs 2025. The risk to markets now: Trump vs Powell tiffs; the markets want an independent Fed; the risk to be aware of. "Con" is short for "Confidence Game.: SEG-1: Earnings Season Begins SEG-2a: Tex-Mex & Sourdough SEG-2b: Absolute vs Relative Returns SEG-3: Dealing with Our Naturally Negative Bias SEG-4a: Big Changes Coming SEG-4b: Maybe this Trade War Really Isn't that Different   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=EbuyQ4mMSas&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- Articles mentioned in this report: "Is The Dollar Setting Up For A Comeback?" https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/ "Relative Returns Or Absolute. What's More Important?" https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/ ------- The latest installment of our new feature, Before the Bell, "Market Risks Ahead of Earnings Season," is here:  https://www.youtube.com/watch?v=kUggnhse9kk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Big Beautiful Bill Means for Your Money & Retirement" https://www.youtube.com/watch?v=juL4OhaFgbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=114s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketRally #MarketRisk #MarketCorrection #EarningsSeason #RiskManagement #PortfolioRisk #Tariff #RelativeReturns #AbsoluteReturns #InvestmentStrategy #PortfolioPerformance #InvestorEducation #InvestingAdvice #Money #Investing

Diane King Hall moderates a special Market Overtime episode with two respected Wall Street Minds. Jay Woods joins Diane at the NYSE set to preview this week's big bank earnings and explains why he's "very bullish" on the financials group. Later, Gareth Soloway dives into the technical levels to watch in some of the biggest names around, including Nvidia (NVDA) and GE Vernova (GEV). 0:00-0:45 Introduction - Taped on Friday July 111:10-1:47 Woods: Word of the Year "Uncertainty"1:48-2:25 Breaking Down Delta's Earnings2:26-3:06 Why Company Guidance Needs to Be Watched3:07-4:34 Health of Overall Airlines Group4:35-6:45 Big Banks Outlook6:46-7:15 Why Jay's Bullish on Banks, IPO Market7:16-7:49 Tariff Impact on Earnings7:50-9:05 Crypto Adoption Outlook, Jamie Dimon's Commentary9:06-9:52 Watching for M&A in Financials Sector9:53-11:30 Increased Tariffs, Increased Uncertainty?11:31-13:15 Biotech & Pharma Stocks, Watching Patent Expiration14:00-15:20 Introduction Gareth Soloway, Market Rally Since April15:21-18:00 What SPX Chart Shows18:01-19:00 Earnings Season Outlook19:01-21:00 Charting Nvidia21:01-24:20 Taiwan Semiconductor's Technicals24:21-25:43 GE Vernova's "Measured Move" 25:44-27:02 "Soup-er" Chart: Campbell's27:03-28:02 Why Gareth's Watching China Market28:03-28:48 Gareth on Small Caps, IWM======== 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

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.

The third quarter earnings season kicks off with an abundance of big reports across industries. Among the most notable names: JPMorgan Chase (JPM), United Airlines (UAL), and TSMC (TSM). Jenny Horne talks about the latest news surrounding all three companies while Rick Ducat helps investors see the bearish and bullish trends in the 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-...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

Market Recap and Earnings Outlook: Fundamentals Return to Focus In this episode of Dividend Cafe, recorded on Thursday, July 10, Brian Szytel discusses recent market movements and economic updates. After two days of market declines, the DOW Jones, S&P, and Nasdaq saw positive increases. The 10-year bond yield remained stable, while jobless claims data showed better-than-expected initial claims, although continuing claims edged higher. Brian highlights the shift back to earnings fundamentals, upcoming CPI data, and the onset of earnings season as key market drivers. He also discusses the bearish sentiment on the US dollar and precious metals. Additionally, Brian answers a question about Required Minimum Distributions (RMDs) for those turning 73 and provides a sneak peek of the long-form Dividend Cafe episode focused on a major legislative bill and its impacts. Tune in for a detailed market analysis and strategic insights. 00:00 Introduction and Market Overview 00:35 Economic Calendar and Jobless Claims 01:09 Earnings Season and Market Sentiment 02:08 Precious Metals and US Dollar Sentiment 02:47 Interest Rates and Earnings Expectations 03:46 Fundamentals and Market Sentiment 03:57 RMD Guidelines and Tax Implications 05:00 Upcoming Long Form Dividend Cafe 05:25 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

David Kudla looks ahead to 2Q earnings season, with a consensus estimate of 5% growth. He thinks fiscal stimulus in the tax bill and the Fed cutting rates in the back half of the year will boost markets, propelling them to new all-time highs. He also gives his estimates for U.S. GDP this year, anticipating a good overall growth rate.======== 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

Get ready for a double feature of inspiration and innovation on this special episode of Thrive LouD with Lou Diamond! Recorded live from the buzzing floor of the Wall Street Conference in Palm Beach, Florida (May 2025), Lou sits down with two dynamic guests: seasoned Wall Street pro and financial media expert Marc LoPresti, and entrepreneurial visionary Matthew Levenson, co-founder of both StubHub and Pepper, an AI-powered shopping assistant.First, Marc LoPresti shares his lively journey from his Italian Brooklyn roots and early days at Lehman Brothers, to becoming a well-known financial commentator and CEO of Market Rebellion. Marc dives into the evolution of Wall Street, market volatility in the face of political tape bombs, and what it really takes to thrive both behind the scenes and on camera.Then, Lou connects with Matthew Levenson, whose experience building and selling StubHub helped spark his latest venture: Pepper. Matt explains how Pepper's AI assistant is disrupting the way we shop, making it possible for anyone—not just obsessive bargain hunters—to get personalized recommendations and the best prices, all while driving real ROI for retailers.Both guests open up about their passion for their work, the challenges they've faced, and what motivates them to keep pushing boundaries. Plus, stick around for the rapid-fire speed round, including insights about family, food, yoga, and more.Don't miss: — Marc's powerful remembrance of his uncle, a Wall Street legend lost on 9/11 — How media has changed the NYSE (and what it's like on the trading floor now) — Matt's behind-the-scenes StubHub story and the origin of the “buyer guarantee” — Why AI is the future of online shopping—and how Pepper aims to simplify your lifeTo learn more about the guests: Marc LoPresti — @mxlesq on X and MarketRebellion.comMatthew Levenson — coach@gopepper.com and GoPepper.comIf you love stories about resilience, business evolution, and the intersection of technology and humanity, this episode is for you!Hit subscribe and join the Thrive Loud community for more episodes featuring leaders who are taking life, business, and passion to the next level!Timestamped Overview00:00 "Thrive Loud: Wall Street Conference"05:35 Financial Markets: From Trader to Media06:27 NYSE: From Commerce Hub to Museum12:26 Economic Warning: Irreversible Trade War Impact14:01 Earnings Season's Market Impact Analysis16:41 Broadcasting Thrills Persist21:36 Simplifying Fragmented Supply Online23:27 "Pepper: AI Shopping Assistant Revolution"28:20 Optimized Shopping Discount Integration32:58 "Entrepreneurship: Legacy Over Easy Profits"35:04 "Startup Pitch for Investment"39:03 Customer Experience: Key to Success