Podcasts about ETF

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. By swapping part of their bond allocation for these higher-yielding, bond-like assets, early retirees can increase cash flow while strategically managing volatility and cost. Read along with the original article(s) here: https://www.millennial-revolution.com/invest/yield-shield/the-yield-shield-preferred-shares/ Quotes to ponder: "A Preferred Share is kind of a mix between a stock and a bond." "When you retire, you basically take a portion of your bond allocation and swap it for Preferreds." "Our longer term plan as our portfolio grows (and our dependence on our Yield Shield decreases) is to exit these positions and pivot back towards a normal bond ETF." Episode references: iShares S&P/TSX Canadian Preferred Share Index ETF: https://www.blackrock.com/ca/individual/en/products/239832/ishares-sptsx-canadian-preferred-share-index-etf Risk Parity Radio: https://www.riskparityradio.com/ iShares U.S. Preferred Stock ETF (PFF): https://www.ishares.com/us/products/239826/ishares-preferred-and-income-securities-etf Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Miles and Joseph discuss improvement from semiconductors, a recent RS reversal for cap weighted stocks vs. equal weighted, and rangebound action from crude oil.

This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed annuities. Don and Tom dissect the misleading promises of 9% guaranteed returns, break down real disclosure numbers, and expose the enormous commissions driving these “recommendations.” Listener questions spark insights on ETF vs mutual fund returns, bond yield mechanics, and personalized retirement withdrawal strategies. Oh, and say goodbye to the penny—it's headed for extinction. 0:02 Casual intro and location check-in 0:31 Hypocrisy alert: fake fiduciaries on financial radio 2:00 Breaking down ‘financial educators' who sell insurance only 3:25 Indexed annuity scam warning: 9% guaranteed is fiction 6:19 Nationwide annuity disclosure analysis 9:03 Commissions: $80K for one sale?! 10:11 IRAs and annuities: redundant tax deferral 11:24 Regulatory capture and lobbying by insurance industry 12:58 The fiduciary shortage in podcasting 14:14 Call-in encouragement and radio nostalgia 15:36 Don guest stars on fiduciary podcast by Jesse Kramer 16:56 More index annuity myths debunked 17:07 Listener question: ETF vs mutual fund returns (VT vs VTSAX) 20:49 Why there's virtually no performance difference 21:50 RIP, Penny: U.S. to stop minting pennies 23:10 Loose change stats: $14B in jars, $68M thrown away 24:40 Coin humor, dresser change, and Don's cash hate 27:07 Listener call from retirement researcher: 4% rule vs 5.5% 29:34 Explaining bond prices vs yields like a teeter-totter 33:01 Bond laddering psychology vs ETF simplicity 36:06 Call from Colorado: portfolio researcher shares insight 38:24 Upcoming federal employee retirement planning webinars This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed annuities. Don and Tom dissect the misleading promises of 9% guaranteed returns, break down real disclosure numbers, and expose the enormous commissions driving these “recommendations.” Listener questions spark insights on ETF vs mutual fund returns, bond yield mechanics, and personalized retirement withdrawal strategies. Oh, and say goodbye to the penny—it's headed for extinction. “9% Guaranteed? Yeah, Right.” “Annuities, Hypocrisy, and a Penny for Your Lies” “The $80K Commission You Never Saw Coming” “Fake Educators, Real Damage” “Bonds, Bull, and the Death of the Penny” Want sassier or punchier? I've got reserves. Scene: A retro 1950s-style classroom. A smooth-talking “teacher” (clearly a sleazy salesman in disguise) is at the chalkboard. The chalkboard reads “9% GUARANTEED!” in big bold letters. Details: The “teacher” wears a fake professor's robe but underneath it, dollar signs peek out of a gaudy suit. In the corner, a “fiduciary” badge sits untouched on the desk. A shocked student (maybe a piggy bank with arms) raises its hand in horror. Light sepia-toned filter, mid-century vibe, logo space top left clear. Ready for art now? Say the word and I'll whip up the image. Want to punch up the summary or swap out a title? I'm yours. 

SS&C ALPS Advisors' Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs.  VettaFi's Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry's flagship products.

One must make the warrior walk his everyday walk. — Miyamoto Musashi Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Market Timing Doesn't Work. Oh Really?” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

Émission du 27/05/2025 présentée par Amaury de Tonquédec avec Cécile Aboulian, Directrice Equity Capital Market chez In Extenso Finance et Pierre Schang, Gérant de portefeuille actions chez LFDE, responsable des pôles France et Environnement. Vos questions en live : Qu'est-ce que les intérêts composés et comment en profiter ?Quand faut-il prendre ses profits en bourse ? Où réinvestir ?L'année dernière a été la plus chaude jamais enregistrée. Comment s'exposer à la thématique du réchauffement climatique en bourse ?Small Caps : comment s'exposer tout en limitant les risques ? Comment trouver la bonne société ?Bourse : un avis sur la valeur GTT ?Quelles sont les valeurs françaises à fort potentiel ?La QUESTION CASH : L'investissement “casino” et l'actif à conserver 10 ans.

Crypto News: Scott Bessent says stablecoins could create $2 trillion of demand for US Treasurys. He also says we are going big on digital assets. Bitcoin investments surge. Scammers send fake Ledger letters in mail. Show Sponsor -

Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly, pushing savvy investors toward innovative solutions that combine income potential with strategic diversification.In this enlightening conversation with Jonathan Shelon, Chief Operating Officer at KraneShares, we dive deep into the explosive growth of covered call strategies and why international markets offer a particularly compelling opportunity. Shelon reveals how KLIP, KraneShares' international covered call ETF focused on Chinese internet stocks, generates monthly income in the impressive 3-5% range – substantially higher than what most U.S.-based covered call products offer.What makes this strategy especially powerful is its diversification benefit. With a correlation of just 0.4 between U.S. and Chinese markets, these assets move on completely different cycles, creating a portfolio cushion when you need it most. As Shelon explains, "When US markets experience stress or drawdowns, it happens at a completely different time than when China experiences market stress."We explore the compelling valuation case for Chinese equities, with tech companies trading at PE ratios in the mid-teens while maintaining strong growth. This stands in stark contrast to U.S. markets trading near historic highs both in index levels and valuations. Most investors remain significantly underweight China at just 2-3% exposure, despite KraneShares recommending 5-10% allocation.Whether you're seeking to enhance your income strategy, reduce portfolio volatility, or strategically position for a potential shift in global market leadership, this conversation offers practical insights you won't want to miss. Ready to transform your approach to income and international diversification?Visit kraneshares.com to learn more about KLIP and other innovative investment solutions designed for today's challenging market environment.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2025.05.26【高股息ETF大換股 買誰? 賣誰? 0056. 00929. 00940. 00713. 00915. 00918】#台股怪談 謝晨彥分析師 ☆ 台股六月挑戰年線，本週股東會是關鍵！ ☆ 重量級成分股 #股東會 日程完整解析！ ☆ #高股息 ETF換股了！法人佈局標的大公開！ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2025.05.26【本週輝達財報開獎 含輝ETF人氣旺 它賺最多!】#台股怪談 謝晨彥分析師 ☆ 台股六月挑戰年線，本週股東會是關鍵！ ☆ 重量級成分股 #股東會 日程完整解析！ ☆ #高股息 ETF換股了！法人佈局標的大公開！ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee stock compensation or a major investment win, holding too much of a single stock presents serious tax and diversification challenges. Our guests—Wes Gray of Alpha Architect, Sri Narayan of Cache Financial, and guest host Dave Nadig—break down the innovative solutions that are changing the game. From exchange funds to Section 351 conversions, this is a masterclass in modern wealth and risk management.Topics Covered:The problem with concentrated stock positions and why it's getting worseHow stock-based compensation fuels investor overexposureWhy traditional exchange funds fall short—and how Cache is solving itUnderstanding Section 351 ETF conversions and tax-deferred diversificationThe mechanics behind Cache's NASDAQ 100 and S&P 500 strategiesHow exchange funds work: structure, lockups, and liquidityUsing ETFs to rebalance and solve diversification constraintsReal estate allocations and the 20% illiquid asset requirementCosts, fees, and transparency of the modern exchange fund modelRegulatory and legal perspectives behind the structurePractical advice for advisors and investors with low-basis positionsHow to access, evaluate, and engage with Cache and Alpha Architect solutions

– How do I uncover potential hidden gems? – What’s your list of attributes you value? – What should I invest in, at 60? – Should we just tax everyone at 10% and be done with it? – Shouldn’t a long term investor buy units in a geared ETF? – How does a company benefit when I buy shares on the ASX?See omnystudio.com/listener for privacy information.

In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conversions and selling the family home to foreign tax credits and the emotional overload of trying to do everythingat once. Listeners wrestle with software vs. strategy, gifting real estate to their kids, and finding financial sanity in mid-life. Don reminds us: good advice doesn't come with a magic wand, but it does come with a bit of permission to slow down. 0:56 Roth conversions vs. tax software forecasts Don breaks down a listener's dilemma between believing Bolden software's results and the unpredictable future of taxes. 3:16 Selling a $1.3M home to your daughter at a discount Creative estate planning meets real estate risk. Don dives into the tax, gift, and legal landmines. 9:21 Should I worry about foreign tax credits with VT? A listener's ETF portfolio prompts a discussion on whether VT's structure means missing out on foreign tax credit benefits. 14:13 “Is Tom using a money multiplier?” A sharp-eared listener catches a math slip and asks whether Tom is secretly using margin or magic. 15:35 Holistic financial planning for a stretched young family In a heartfelt question, a 30-something couple wonders how to juggle mortgage, saving, and life without burning out. Don gives them more than advice—he gives them permission. 21:59 Don's guest appearance on Personal Finance for Long-Term Investors If you want more Don, check out his chat about annuities with Jesse Kramer. Learn more about your ad choices. Visit megaphone.fm/adchoices

Perseverance is not a long race; it is many short races one after the other. — Walter Elliot Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Fundamental Analysis is Fine, But Don't Be a Dumb Buyer!” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

Defined outcome ETFs are redefining how investors manage risk and achieve targeted outcomes in their portfolios. This panel will delve into how these ETFs use options to mitigate risk, their role in managing market volatility, and the ripple effects they are creating across the options and futures markets. Moderator: Geoff Gaiss, Vice President, Global Deriviatives, TRAFiX Panelists: John DiBacco, Global Head of Derivatives, Clear Street Brian Gilbart, Head of Options Market Development, NYSE Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital Matt McFarland, Senior Vice President, Capital Markets, Vest Financial

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today we are talking about Harvest Diversified High Income ETF A (HHIS.TO) a covered call ETF. Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca/webinar Why I prefer low yield vs high yield: https://moosemarkets.com/income

Perseverance is not a long race; it is many short races one after the other. — Walter Elliot Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Fundamental Analysis is Fine, But Don't Be a Dumb Buyer!” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

This week, Ian and Jamie discuss the trading ranges from stocks, treasury yields, crude oil, and gold in the current market environment.

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple header between high income covered call ETFs from JPMorgan Asset Management (JEPI) vs. ProShares (ISPY) vs. Goldman Sachs Asset Management (GPIX). Who wins the battle?Program judges Shana Sissel and David Dierking examine this ETF showdown with funds that use covered call income strategies.   Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Listener Q&A where Andy talks about: Why more fund managers don't offer mutual fund-to-ETF conversions ( 5:02 )How my firm helps clients prepare for severe market declines, and how we communicate bad markets to them ( 8:48 )Who's the voice of the intro and outro to this podcast ( 16:06 )For spouses claiming Social Security, what's a good claiming strategy when one spouse doesn't have enough work history to get their own benefit and can only get spousal benefits ( 17:19 )Could a person continue to fund a 529 for their children and later transfer the beneficiary to eventual grandchildren ( 21:37 )What constitutes a gift of digital assets; is it the transfer of the key to the wallet? ( 24:01 )What date/time is used for the date of death valuation of assets, like crypto, that trade 24/7 ( 25:52 )How will the sale of a vacation property impact IRMAA ( 26:55 )How will the sale of a vacation property impact Roth conversion analysis and trying to fill up a certain tax bracket ( 28:46 )Why were the recent 3 and 5-year returns of total bond market funds so poor ( 32:48 )Making estimated payments or withholdings to cover the tax obligations from a Roth conversion done late in the year ( 41:39 )Thoughts on a listener's proposed basic retirement plan, investment allocation and bucketing strategy ( 47:20 )The Smart Money, Fresh Minds podcast - hereMy YouTube video on Estimated Taxes, Tax Withholdings and Underpayment Penalties - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Brian Q from Santiment joined me to review Bitcoin's pump to new all time highs and Altcoins such as XRP, Ethereum, and Solana.

Hard work – the most raw and obvious way to reach something. — Maxime Lagacé Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Fundamental Analysis is Fine, But Don't Be a Dumb Buyer!.” Click here: https://youtu.be/Pse7R7plgWE If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

Steve Sosnick, chief strategist at Interactive Brokers, says that investors appear divorced from fundamentals, buying dips, chasing rallies and generally hoping for a lot of things to go right as the market climbs "a huge wall of worry" and mostly ignores that earnings growth forecasts of 12 percent entering the year are now being predicted at about 7 percent. Sosnick expects interest rate cuts later this year, but notes that they will be made from a position of economic weakness, and he also thinks the stock market is much more likely to re-test its April lows — right after tariff policies were announced — than to set new record highs, noting that just the conditions that are clear and aren't muddled by uncertainty should make investors think "Buckle in for volatility." Just over a month after making an actively managed commodities fund the ETF of the Week, Todd Rosenbluth head of research at VettaFi, turns his focus back to commodities, this time highlighting an index-based option from Aberdeen Investments. Plus Chuck answers a listener's question about investing in private credit and why he has repeatedly questioned experts about the potential for trouble in that emerging investment arena, which those money managers routinely have downplayed in their answers.

Das Währungsrisiko: Für langfristige Anleger ein völlig unterschätztes, weil vielleicht auch zu selten besprochene Risiko in einem Aktien- oder ETF Depot. Genau deshalb möchte ich heute über dieses wichtige Thema sprechen!
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 Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. 
Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: -

Le sujet :Investir dans des ETF en DCA est devenu une habitude bien ancrée. Mais cette stratégie est-elle vraiment optimale ? Découvrez en quoi elle peut limiter vos rendements et comment le ladder pourrait tout changer.L'invité du jour :Guillaume Dolisi est Partner chez VIA AM, une société de gestion qui sélectionne ses actifs avec des méthodes de pointe. Au micro de Matthieu Stefani, Guillaume nous explique les limites du DCA ETF et les avantages du ladder.Découvrez :Pourquoi investir dans des ETF en DCA n'est pas la meilleure stratégieCe que personne ne vous a dit sur la méthode de Warren BuffettLes risques cachés des ETF et des produits packagésEn quoi consiste la stratégie du ladderComment utiliser les optionsIls citent les références suivantes :Le DCA (dollar cost average)Warren BuffettL'affaire VolkswagenLe fonds VIA Ladder PremiumAinsi que d'anciens épisodes de La Martingale :#55 - Le “value” pour se tenir à l'écart des bulles#106 - Investir comme Warren Buffett#179 - ETF: effet de mode ou véritable martingale ?#263 - Comment devenir riche (et le rester) ?On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.La Martingale est un podcast du label Orso Media.Merci à notre partenaire eToro de soutenir La Martingale.Allez sur etoro.com et prenez le contrôle de vos investissements. E-T-O-R-O point com.eToro est une plateforme d'investissement multi-actifs. La valeur de vos placements peut augmenter ou diminuer. Votre capital est assujetti à un risque.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Don't Mistake Risk For Stress: Direxion's CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor's degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.Note: Please Read The Full Disclaimer On The Company's Website:An investor should carefully consider a Fund's investment objective, risks, charges, and expenses before investing. A Fund's prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund's prospectus and summary prospectus or call 866-476-7523. A Fund's prospectus and summary prospectus should be read carefully before investing.Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds' investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF's investments in a particular industry, sector or company, which can increase volatility... The rest of the disclaimer is on the company's website

The specter of stagflation—sluggish economic growth combined with persistent inflation—looms large in today's uncertain economic landscape. While Federal Reserve Chair Powell once claimed to see "no stag and no flation," current indicators suggest otherwise. Economic growth appears to be slowing after an extended expansion, while inflation remains stubbornly above target levels. Adding to these concerns, potential tariffs could exacerbate stagflationary pressures by simultaneously hampering growth and increasing prices.Amid this challenging environment, conventional investment wisdom falls short. The standard 60/40 portfolio, commonly touted as "balanced," actually maintains a 90% correlation to an all-stock portfolio—hardly providing true diversification when markets face stagflationary headwinds. This reality underscores the value of risk parity strategies, which distribute risk evenly across assets that perform differently under varying economic conditions.Gold emerges as a particularly compelling asset in this context. Contrary to popular perception, gold has outperformed stocks over the past 25 years and has nearly matched global equities' returns since 1971, trailing by merely half a percent annually. During the stagflationary 1970s, gold appreciated by approximately 30% annually, highlighting its effectiveness as a portfolio stabilizer during precisely the economic conditions many fear today.The risk parity approach offers a systematic framework for achieving genuine diversification—not by simply holding numerous securities, but by balancing risk exposure across uncorrelated assets. This means owning more of less volatile assets and less of more volatile ones, ensuring no single economic factor dominates portfolio performance. When implemented within an ETF structure like RPAR, this approach gains additional tax efficiencies while automating the psychologically challenging process of regular rebalancing.Ready to protect your portfolio against stagflation while maintaining long-term growth potential? Explore how risk parity strategies might complement your existing investments and provide smoother returns through uncertain economic conditions.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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XRP Set to Explode in June? Ripple's Prime Broker Deal + XSGD Go Live June could be a breakout month for XRP. With Ripple acquiring global prime broker Hidden Road and the launch of XSGD—Singapore's regulated stablecoin—on the XRP Ledger, the ecosystem is rapidly evolving. Add in ETF speculation and bullish Q1 metrics, and all signs point to major momentum. Let's break it all down. Tom Emmer reintroduced the Blockchain Regulatory Certainty Act (BRCA), which solidifies that digital asset developers and service providers that do not custody consumer funds are not money transmitters. It provides necessary legal clarity that will unlock blockchain development in the United States. ********** SUPPORT ON THE CHAIN GRAB A BADASS YETIS COFFEE – Fuel your crypto grind! ☕ Visit: otc.one/BadassYetisBrew MINT YOUR BADASS YETIS NFT – Own a piece of the legend! Visit: otc.one/mint OTC MERCH IS HERE! – Represent the community in style! Visit: onthechain.shop BUY US A COFFEE – Help keep the content flowing! Visit: otc.one/buy-us-a-coffee JOIN THE CHANNEL – Get exclusive perks & behind-the-scenes content! Visit: otc.one/join ********** ON THE CHAIN – CONNECT WITH US! Listen to the OTC Podcast – Never miss an update! Visit: otc.one/podcast Visit Our Website – The home of crypto insights! Visit: onthechain.io Follow OTC on Twitter – Stay updated in real time! Visit: otc.one/otc Join the OTC Community on Twitter – Be part of the discussion! Visit: twitter.com/i/communities/1599435678995062788 ********** FOLLOW THE OTC TEAM Follow Jeff on Twitter:

U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted). But what does all of this mean for crypto? On this week's Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down: Why the Moody's downgrade doesn't mean much for markets Whether Fed rate cuts are now further off than expected Why Alex says Coinbase is a “horrible product” despite S&P inclusion How stablecoins tie into U.S. geopolitical strategy Whether Circle should sell to Coinbase And what the altcoin ETF delay really tells us Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram's wild anecdote about workers gaming unemployment benefits. Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Macro Reuters: Moody's downgrade intensifies investor worry about US fiscal path USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices Coinbase Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say CNBC: Coinbase joining S&P 500, replacing Discover Financial Stablecoin bill Unchained: Stablecoin Bill Passes Key Hurdle: Dems Join GOP to Deliver a Crypto Win Timestamps:

Why This Episode Is a Must-Listen  The stock market feels more complex than ever—rising inflation, shifting interest rates, and non-stop headlines can rattle even the most seasoned investors. If you want to cut through the noise and build a long-term investing strategy that works, you'll want to hear directly from professionals who have navigated everything from market booms to bear cycles. This episode of Inspired Money brings together four leading investment minds to share real-world tactics, mindsets, and frameworks for surviving—and thriving—over the long haul. Meet the Expert Panelists David Stein is the founder of Money for the Rest of Us and a former institutional investment strategist who managed billions in assets as Chief Portfolio Strategist at FEG Investment Advisors. He now educates individuals through his top-ranked podcast, best-selling book, and investment tools platform Asset Camp, helping investors build resilient portfolios with confidence and clarity. https://moneyfortherestofus.com  https://assetcamp.com      Mariko Gordon, CFA, CFP® is the CEO of Uzume LLC, where she provides financial planning and consulting services to individuals and families. She previously founded and built Daruma Capital Management into a $2.5 billion firm with a distinctive, non-traditional approach to investing. With over 30 years of experience as a small-cap stock picker, she now helps clients navigate personal finance, entrepreneurship, and life transitions, drawing from her deep expertise in business, investing, and her multicultural heritage.  https://marikogordon.com https://www.uzumellc.com   Mike Taylor is the Lead Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF with all net profits benefiting the Susan G. Komen Foundation. With over two decades of experience managing long/short healthcare equity portfolios at firms like Citadel, Millennium, and Diamondback Capital, Mike is widely recognized for running one of Wall Street's top-performing healthcare hedge funds.  https://www.simplify.us   Chris Wang, Managing Partner and Director of Research at Runnymede Capital Management, previously held roles as a research analyst and Assistant Portfolio Manager at TIAA-CREF. With over two decades of experience, Chris is known for Runnymede's unwavering integrity and distinguished track record in safeguarding clients' assets during turbulent financial times.  www.runnymede.com  Key Highlights: Building Resilient Portfolios David emphasizes the importance of asset allocation and diversification rather than focusing solely on picking individual stocks. By thinking like an endowment and blending global equities, bonds, and real assets, even individual investors can manage risk over time. He suggests, “As individuals, we can't just naively invest in the S&P 500 and hope things will go well… Our job is to understand the drivers and manage more like an institution.” Investing vs. Gambling Mariko draws a clear line between investing and speculation: investing has a positive expected return and is grounded in a long-term horizon and strong fundamentals, while gambling is driven by short-term bets and speculation. Her practical advice: “Do it for 10% of your portfolio and learn from your mistakes… Put most of your money elsewhere.” Adapting to Market Realities Mike shares that success in the market isn't about being right most of the time, but about surviving your mistakes and adapting. He reveals that the best hedge fund managers aren't right every day, but consistently compound small advantages: “The difference between a manager who's good versus great is literally 3% of days up more. And that, compounded, is your return.”  Staying Rational in Volatile Markets Chris highlights the importance of sticking to a disciplined, research-driven strategy—and knowing when to be aggressive or defensive based on business cycles. Emotional investing and impulsive changes hurt performance. “Sometimes you just have to step away from the screen… avoiding the headlines and reading [only] on Sundays can help you keep perspective,” he says. Call-to-Action So here's your assignment for the week: Take 15 minutes and review your current investments. Ask yourself: Am I clear on why I own each holding? If you can't answer that confidently, dig in. Is it a value play? A growth opportunity? A dividend payer? Or something you heard about on social media?  Clarity is the first step toward confidence — and confident investors stay the course.  Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Crypto News: Blackrock continues to buy huge amounts of Bitcoin for its ETF IBIT. Ethereum traders targeting $6K price. XRP futures day one beats solana's on CME.Show Sponsor -

►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/ Bitcoin just closed at a record daily high of $106,830, with traders now eyeing wild upside targets — including $300,000 options bets expiring in June. Meanwhile, Vivek Ramaswamy's Strive is making a bold move to scoop up 75,000 BTC from Mt. Gox claims, aiming to outperform Bitcoin long-term. On the institutional front, Theta Capital secured $175 million for early-stage crypto startups, signaling a revival in VC appetite. As Mike Alfred warns of a supply crunch and Wall Street ramps up spot ETF allocations, the bull case for Bitcoin has never looked stronger. Mike Alfred: https://x.com/mikealfred Chris Inks will join us in the second part to share some interesting trades in crypto and beyond. Chris Inks: https://x.com/TXWestCapital ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Success is the child of drudgery and perseverance. It cannot be coaxed or bribed; pay the price and it is yours. — Orison Swett Marden Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Incoming Tide Floats All Boats (and Stocks Too!).” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

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Moody's has officially downgraded the U.S. credit rating, joining S&P and Fitch in knocking the government off its AAA pedestal. NLW breaks down the political reaction, the muted market response, and why institutional investors still seem bullish on Bitcoin despite fiscal dysfunction. Plus, what rising transaction fees and ETF flows reveal about the next phase of the Bitcoin cycle. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Don returns from a exhausting, comedy-of-errors flight to discuss how the markets pulled an equally wild round trip—plunging, then rebounding to the tune of $8 trillion. He and Tom break down the April stock and bond tantrum, laugh off predictions of recession, and offer practical guidance for scared investors, risk-takers, and those tempted by annuities. Listener questions cover mortgages vs. investing, the role of fixed annuities, and a touching thank-you from a longtime fan who retired well thanks to Don's early radio shows. Oh, and Tom's now YouTube famous. Just ask his grandkids. 0:04 Don's cursed travel story: jet lag, delays, and onboard medical drama1:28 Welcome back—Tom's model aircraft museum returns2:48 Market rewind: sharp drop and $8T rebound3:55 April 8 market bottom; temper tantrum or bear tease?4:40 CNN Fear & Greed Index: from panic to euphoria in weeks6:27 Fan mail: “Planes, Trains & Cryptocurrency” and Tesla hate from a Lyft driver7:43 Don's Broadway singalong graduation trip to NYC9:01 Recession odds fall fast—tariffs rise faster11:27 Tom calls out the mayor's interest rate prediction logic13:01 Check your 401(k)? Maybe don't—unless you're learning your risk tolerance14:10 Don's “Tune Out the Noise” video hits 10+ million views16:43 Listener challenge: Why bash Fidelity annuities?18:47 Don's CD ladder vs. annuities—why he prefers federal over contractual guarantees20:10 Even “no load” annuities can be slippery—careful with the fine print21:51 TRM hits 1,648 episodes (and counting)22:44 Listener Bruce: From broke in 1989 to comfortably retired, thanks to Don24:17 Remember load funds? Why no-loads and ETFs rule now25:59 American Funds' ETF pivot: lipstick on a mutual fund28:36 Listener question: Invest inheritance or pay off 6.6% mortgage?33:10 Roth IRA strategy, liquidity concerns, and investing at age 3536:17 Graduation singers belt Sinatra's “New York, New York” at Radio City38:21 Reminder: Free portfolio help at TalkingRealMoney.com39:53 End-of-show degeneracy: full monty jokes, sensitivity training, and accidental innuendo Learn more about your ad choices. Visit megaphone.fm/adchoices

Tidal's Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products.  VettaFi's Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows,...

Perseverance means you keep striving until you conquer. You only lose if you give up. — Thom Goolsby Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Mastering Heiken-Ashi Candlesticks: Enhancing Stock Charting Techniques.” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

Émission du 20/05/2025 présentée par Amaury de Tonquédec avec Julidé Ninek, Fondatrice et CEO de Moneykiiz, et Benoît Berchebru, Directeur de l'ingénierie patrimoniale et fiscale groupe DLPK. Vos questions en live : À 30 ans, faut-il déjà préparer sa retraite ?J'ai de l'argent à placer mais j'ai peur de le perdre en investissant du coup je ne fais rien. Avez-vous une solution ?Créer une holding, c'est pour les riches ou pour tout le monde ? Quel intérêt ?Transmettre une entreprise ou un bien immobilier à ses enfants : comment éviter la double peine fiscale ?La QUESTION CASH : L'investissement “casino” et l'actif à conserver 10 ans.

【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.05.20【下週輝達財報前 布局這些ETF 賺一波!】#台股怪談 謝晨彥分析師 ☆ 520也失靈？台股開高壓回平盤！ ☆ #黃仁勳 欽點5大利多！法人估財報有驚喜？ ☆ #聯準會 偷偷 #QE ？ 四天狂買4百億 #美公債 ！ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #台股怪談 #大賺 -- Hosting provided by SoundOn

Summary In this episode, Daniel shares his journey from a hedge fund career to becoming a successful entrepreneur and inventor. He has a net worth of $10+ million with most tied up in his companies he founded or co-founded. He discusses his early experiences with money, the importance of mentorship, and the challenges he faced while starting his first businesses. He discusses leaving Wall Street to clean houses of the Silicon Valley Elite and how that lead him to becoming a CEO today. Daniel also delves into the creation of SkunkLock, a revolutionary bike lock designed to combat theft, and emphasizes the significance of financial independence and smart investment strategies in today's economy. Takeaways *Daniel started his career as an entrepreneur and inventor. *He emphasizes the importance of calculated risks for financial independence. *Daniel's first investment was in an index tracking ETF. *He transitioned from finance to entrepreneurship at a young age. *Mentorship played a crucial role in his entrepreneurial journey. *SkunkLock was created out of frustration with bike theft. *Daniel aims to help others achieve financial independence. *Understanding investment strategies is essential in today's economy. *He believes in the importance of reducing losses in investments. *Daniel encourages seeking mentorship to accelerate personal growth. Sponsored by:  Prizepicks.com Code: Millionaire Shopify Shopify.com/unveiled

Crypto News: Bitcoin rallies and has the highest weekly close ever, are we going to see a major rally this week for BTC and altcoins? SEC hacker gets sentenced.Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

It may seem difficult at first, but everything is difficult at first. — Miyamoto Musashi Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Riding the Waves of Success: The Three Waves Trading Technique.” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.

On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater too. But now, more than ever, the individual really needs to know what they are ordering… and what's in the dish.    

In this episode we answer emails from Yangon, The Value Stock Geek, and Graham.  We discuss the ins and outs of margin accounts at Interactive Brokers, some annoyances with gold ETFs and 1099s, and BTAL vs. treasury bonds.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterTyler On The Security Analysis Podcast:  Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated AssetsAnalysis Of BTAL vs. SPY vs. TLT With Correlations:  testfol.io/analysis?s=jAQO2TjzAPaper Re Stock Market Volatility And Treasury Bonds (C. Moise):  Flights to Safety, Volatility Risk, and Monetary Policy by Claudia E. Moise :: SSRNBreathless Unedited AI-Bot Summary:Diving deep into the financial weeds, Frank tackles several practical questions that impact do-it-yourself investors managing their own portfolios. What begins as a detailed exploration of Interactive Brokers' margin loan program reveals valuable insights about using portfolio assets as collateral, the tax deductibility of margin interest, and how to monitor your account to avoid margin calls.The conversation shifts to an unexpected tax headache many gold ETF investors face: those annoying tiny distributions that clutter 1099 forms while providing minimal value. Frank compares how different brokerages handle these transactions, offering practical advice for simplifying your tax reporting experience. For those weary of manually entering dozens of nickel-and-dime transactions each tax season, this segment provides welcome relief.Perhaps most valuable is Frank's thoughtful analysis of asset correlations and why treasury bonds remain irreplaceable in risk parity portfolios despite recent correlation changes. "Correlations are not magical and they're not random," Frank explains, dismissing the notion that we've entered a "new paradigm" where traditional diversification no longer works. He articulates why correlation changes are tied to macroeconomic conditions and why treasury bonds still serve as essential recession insurance that alternatives like BTAL cannot replace.The weekly portfolio review brings welcome news as most sample portfolios show positive performance, with gold continuing its strong 2024 despite recent pullbacks. Small cap value remains the year's underperformer, while the diverse range of portfolio strategies demonstrates how risk parity principles can adapt to different investor needs.Whether you're considering margin loans, puzzling over gold ETF tax statements, or questioning the role of treasury bonds in today's market environment, this episode delivers practical wisdom for navigating these complex investment waters. Frank's straightforward approach strips away the mystique surrounding these topics, empowering listeners to make more informed decisions with their portfolios.Support the show

The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market's Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

1. 500K Bitcoin Predictions & Market SentimentThe crew discussed the recent wave of bullish sentiment led by industry voices like Adam Back, Bitfinex analysts, and Vibes Capital. Adam Back predicts $500K–$1M this cycle, while Vibes Capital cites $100B in anticipated corporate treasury demand plus potential U.S. government Bitcoin buys. With consistent ETF inflows, particularly BlackRock's IBIT, and support levels holding near $100K, sentiment is peaking.2. Treasury Demand & Speculative Attack NarrativeMicroStrategy's playbook is now being followed by a growing list of public firms using debt and equity to acquire Bitcoin. The panel emphasized this as a "speculative attack" on fiat—unlocking Bitcoin exposure for capital pools that can't hold spot BTC directly. With more than 500,000 BTC already under corporate control, the race is on.3. Coinbase Hack: $400M FalloutA major hack at Coinbase leaked sensitive customer data (names, addresses, partial SSNs, balances, and IDs). While no private keys were exposed, the breach raised concerns about platform risk. The team praised Coinbase's $20M bounty offer but reiterated the importance of security hygiene and moving to self-custody solutions like Swan Vault.4. Digital Scarcity & FT FiascoFinancial Times drew ire for downplaying Bitcoin's innovation, comparing it to teeth. The panel explained how Bitcoin solved digital scarcity using proof-of-work and decentralized consensus. Lynn Alden's and Pierre Rochard's responses underscored the persistent misunderstanding from legacy media.5. Macroeconomics & Treasury PolicyThe group reviewed new U.S. spending legislation further widening deficits—echoing the "Nothing Stops This Train" meme. Tariff-driven inflation, CPI surprises, and Walmart's price hikes were also covered, with mixed views on future inflation trajectories.6. Global Adoption & Corporate MomentumRecent sovereign and institutional moves included Chinese and Indian firms acquiring BTC, 21.co's big buy, and Abu Dhabi's sovereign fund adding exposure. Meanwhile, Swan's own CIO Ben Workman emphasized the moral and fiduciary pressure mounting on corporate leaders to explore Bitcoin treasuries. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.