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In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage future RMDs, and avoid costly bracket mistakes. A caller with $4+ million asks how much to convert each year — and whether moving IRA withdrawals into a brokerage account makes sense as part of a long-term Roth conversion plan. They also discuss direct indexing, including how it works, whether low-cost providers are safe, and when direct indexing makes sense compared to backdoor Roth contributions. Plus, a real client case study highlights asset location, ETF overconcentration, muni bond mistakes, and how coordinated Roth conversion and tax planning can potentially add six figures over time. What You'll Learn: -How to structure a Roth conversion tax-efficiently -When direct indexing makes sense — and when it doesn't -Why asset location matters more than most investors realize -How to reduce future RMD and IRMAA surprises -The hidden risks inside “diversified” ETF portfolios Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Today's guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today's episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They explore the complexities around 351 ETF exchanges, what investors need to know when participating to adhere to tax laws. To close, they examine the rise of tax-managed long-short strategies and how AI may transform tax planning and portfolio management. (0:00) Starts (1:18) Brent Sullivan's background (3:36) Handling concentrated stock positions (7:32) 351 to ETF conversions (14:49) Regulatory scrutiny & IRS enforcement (27:39) Rebalancing, tax implications and practical advisor advice (34:09) Future ETF seeding predictions (39:01) Comparing ETF seeding and portfolio consolidation strategies (45:48) Long short strategies (52:23) Brent Sullivan's book and conference ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
When life feels uncertain and everything is falling apart... this is what to do when you don't know what to do. Life is like an ETF; there are good things and bad things in your life "portfolio." We don't notice our improvements, and we are freaked out by our setbacks. Still, things tend to go up over time. The trick is staying the game long enough to let compounding returns kick in. When everything is falling apart, we prepare for the next opportunity... and the opportunity of a lifetime tends to come around at least once a year, as long as we are ready for them.
【遠雄樂元】 北屯捷運X好市多 雙首排 ➤早鳥首付55萬起 旗艦級新地標 21-39坪,北屯機捷總站20米,好市多60米,出站即到家。2147坪新世代遊園宅,全齡化公設✦ 早鳥輕入住 https://sofm.pse.is/8tluqs -- 台中南屯建功5號好宅招租囉! 3月開放申請,社宅位於建功路與春安路交叉口 歡迎年滿18歲,名下無自有住宅,符合財稅規定的民眾, 可點擊下方資訊欄連結了解詳情 台中社宅17租:https://sofm.pse.is/8tqfe6 3/14(六)開放現場看屋,也歡迎到社宅現場參觀! 以上廣告由台中市政府住宅發展工程處提供 ----以上為 SoundOn 動態廣告---- ◎今日主題:高股息ETF月領一萬本金要多少?! ◎今日來賓:配息達人MK郭俊宏 中央大學企業管理系,離開高薪的科技業,考取CFP國際認證理財規畫師認證等證照,為客戶進行理財規畫。近30年的投資經驗,讓他悟出了自己的一套理財及投資法則,已達成月領10萬配息的目標,享受閒雲野鶴的退休生活。 很多人都嚮往「被動收入」的生活,如果每個月都能穩定多出一筆現金流,生活壓力是不是就會小很多?在台股投資族之間,高股息ETF近年來成為非常熱門的選擇,因為透過配息機制,投資人有機會把資產轉換成穩定的現金收入。不過,很多人心中都有一個最實際的問題:如果希望每個月能領到一萬元的股息,到底需要準備多少本金才夠? 今天的節目主題「高股息ETF月領一萬本金要多少?」我們特別邀請到配息達人MK郭俊宏,帶大家一起用最簡單清楚的方式,算出現金流背後的投資邏輯。不同配息率代表的資金需求是多少?月配型與季配型ETF在現金流規劃上又有什麼差別?高股息ETF真的能當作退休現金流的核心嗎? 在追求配息的同時,我們也必須思考風險與長期策略。配息率高就一定比較好嗎?還是應該把成長與穩定一起納入考量?透過今天的節目,我們不只是算出一個數字,更要幫助大家建立一套穩健的投資觀念,讓資產在時間累積下慢慢長大,未來有一天,也能用股息替自己加薪。 ▶MK郭俊宏帶你玩轉配息粉專:https://www.facebook.com/happy2brich/ ▶朱衛茵粉專:https://reurl.cc/OG73jy ▶歡迎下載飛碟新 APP IOS:https://reurl.cc/3jYQMV Android:https://reurl.cc/5GpNbR ▶網路線上收聽(飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客:https://bit.ly/3gCTb3G KKBOX:https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區:FM92.1 ‼️中彰投、宜蘭地區:FM89.9 ‼️高屏地區:FM103.9 #退休 #退休金 #理財 #etf #台積電 #高股息 -- Hosting provided by SoundOn
Pieter Slegers is een Belgische belegger, schrijver en oprichter van Compounding Quality, een internationaal beleggingsplatform en nieuwsbrief rond kwaliteitsbeleggen, met 1,5 miljoen lezers. In februari 2026 bracht hij ook het boek De Kwaliteitsbelegger uit.In dit gesprek:- Welke 3 parameters bepalen je rendement op de beurs?- Waarom begon Pieter Compounding Quality eerst volledig anoniem?- Waar moet je naar kijken bij het kiezen van de juiste aandelen of ETF's?- Hoe bepaal je de waarde van een aandeel en wat maakt het koopwaardig?- Welke 5 bedrijven zijn interessante investeringen voor de komende 10 jaar?En nog zoveel meer.Opgelet, dit is geen financieel advies. Doe altijd je eigen onderzoek en investeer alleen geld dat je kan verliezen.----------- Partners:
Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. – Follow Blockworks Research: https://x.com/blockworksres Follow Marc: https://x.com/marcarjoon Follow David: https://x.com/dcanellis — Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Timestamps: (00:00) Introduction (01:34) Do Halvings Still Matter (03:45) Miner Supply And Profitability (08:06) Will AI Shift Move BTC (10:15) Nexo Ad and DAS Promo (11:28) ETFs Treasury And Custody Risk (20:06) Nexo Ad (21:03) Blockchain Not Bitcoin Debate (24:24) Governance And Quantum Risk (31:12) Bitcoin As Separate Asset ⸻ Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.
In this special 400th episode, the Rational Reminder hosts reflect on 50 years of index investing and the profound impact it has had on financial markets, investor behavior, and the cost of investing. The episode features a panel moderated by Ben Felix at the New York Stock Exchange—hosted by Vanguard and S&P Dow Jones Indices—bringing together leading voices in the indexing world to explore how passive investing evolved and what it means for the future of capital markets. Ben is joined on the panel by Tim Edwards (S&P Dow Jones Indices), Jim Rowley (Vanguard), and Shelly Antoniewicz (Investment Company Institute) to discuss the mechanics of indexing, the myths surrounding passive investing, and the evidence on how index funds affect markets. They unpack questions about market concentration, price discovery, and whether indexing is changing the structure of capital markets. Key Points From This Episode: (0:00:04) Introduction to the Rational Reminder podcast and the hosts from PWL Capital. (0:00:24) Celebrating the 400th episode and reflecting on nearly eight years of podcasting. (0:01:09) Dan Bortolotti discusses the early days of podcasting and the transition from the Couch Potato podcast. (0:02:11) The rise of podcasts and YouTube as major sources of financial education for investors. (0:02:49) How Rational Reminder grew after Dan ended his previous podcast and the demand for Canadian investing content. (0:03:47) The podcast reaches a record audience with over 384,000 views and downloads in January 2026. (0:04:19) Institutional investors—foundations, endowments, and unions—show increasing interest in PWL's low-cost index approach. (0:06:20) Why indexing can still be a difficult sell for institutional investment committees. (0:08:25) Peer effects in institutional investing: committees often hesitate to adopt strategies that seem unconventional. (0:09:11) 2026 marks 50 years since Vanguard launched the first retail index fund in 1976. (0:10:08) Ben moderates a panel at the New York Stock Exchange on the future of index investing. (0:11:55) Overview of the panel participants from Vanguard, S&P Dow Jones Indices, and the Investment Company Institute. (0:13:07) Discussion of research papers presented at the event examining index investing's market impact. (0:14:32) Historical context: the S&P 500 is currently as concentrated as it was in the mid-1960s. (0:15:36) The largest companies in 1965—AT&T, Kodak, GM, IBM—eventually faded from dominance. (0:17:43) A hidden advantage of cap-weighted indexing: investors automatically own future winners. (0:20:59) Debate about whether today's tech-heavy market concentration differs from past cycles. (0:23:30) The explosion of index funds and ETFs has created thousands of ways to implement passive strategies. (0:26:42) Technical improvements in ETF implementation, including lower tracking error and better hedging. (0:29:02) The "Vanguard Effect": index investing has driven massive reductions in investment fees. (0:29:38) Index funds account for about 23% of total U.S. market capitalization, not the commonly cited 50%. (0:32:48) Evidence suggesting index funds have not increased large-cap concentration in markets. (0:34:25) Passive funds represent only about 1–2% of daily trading activity. (0:36:16) Dispersion in stock returns remains high, meaning opportunities for active management still exist. (0:38:12) Panel begins: defining passive investing and why the term is more complex than it seems. (0:42:13) Who invests in index funds? Millions of households using them primarily for retirement savings. (0:45:22) How advisors and institutions use ETFs to build diversified long-term portfolios. (0:46:19) The surprising role of ETFs in trading and market liquidity. (0:48:30) The proliferation of niche ETFs raises questions about whether indexing has strayed from Bogle's vision. (0:49:49) Academic research offers conflicting views on indexing's effect on market efficiency. (0:52:27) Evidence suggests index fund growth has not increased market volatility. (0:54:25) Dispersion data shows indexing does not eliminate opportunities for stock picking. (0:57:15) Index funds own only about 30% of the U.S. stock market, leaving the majority in active hands. (0:59:42) Historical perspective: high market concentration has occurred before and eventually declined. (1:02:14) Research remains inconclusive about whether indexing harms markets. (1:05:25) Over 20 years, 94% of actively managed U.S. equity mutual funds underperformed the S&P 500. (1:06:20) Post-panel reflections and discussion with the Rational Reminder hosts. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
【遠雄樂元】 北屯捷運X好市多 雙首排 ➤早鳥首付55萬起 旗艦級新地標 21-39坪,北屯機捷總站20米,好市多60米,出站即到家。2147坪新世代遊園宅,全齡化公設✦ 早鳥輕入住 https://sofm.pse.is/8tgct3 -- 台中太平育賢三期好宅招租囉! 3月開放申請,社宅位於環中東路三段與育才路交叉口 歡迎年滿18歲,名下無自有住宅,符合財稅規定的民眾, 可點擊下方資訊欄連結了解詳情 台中社宅17租:https://sofm.pse.is/8tm5q7 3/21(六)開放現場看屋,也歡迎到社宅現場參觀! 以上廣告由台中市政府住宅發展工程處提供 ----以上為 SoundOn 動態廣告---- ◎今日主題:35歲就該開始準備退休金! ◎今日來賓:配息達人MK郭俊宏 中央大學企業管理系,離開高薪的科技業,考取CFP國際認證理財規畫師認證等證照,為客戶進行理財規畫。近30年的投資經驗,讓他悟出了自己的一套理財及投資法則,已達成月領10萬配息的目標,享受閒雲野鶴的退休生活。 當多數人忙著為工作與生活打拼時,很少有人會在三十多歲的年紀就開始認真思考「退休」這件事。但其實,越早開始規劃,未來的人生就越有選擇權。今天的主題「35歲就該開始準備退休金」,正是提醒大家:退休並不是臨近才需要思考的事情,而是一場需要時間累積的長期計畫。從資產配置、現金流建立,到投資紀律的養成,越早開始,複利帶來的力量就越驚人。 今晚節目特別邀請到配息達人MK郭俊宏,與大家分享他對退休理財的實戰觀察。他將帶我們了解,為什麼35歲是準備退休金的重要分水嶺?如果現在才開始規劃,還來得及嗎?在投資工具越來越多元的今天,配息型資產、ETF配置與長期投資策略,又該如何搭配,才能為未來打造穩定的被動收入來源。 退休並不只是停止工作,而是讓自己在未來的某一天,能夠自由選擇想過的生活。越早準備,就越能把握時間的力量。今天,就讓我們一起從35歲這個關鍵時刻出發,為人生的下一個階段打下更安心的基 ▶MK郭俊宏帶你玩轉配息粉專:https://www.facebook.com/happy2brich/ ▶朱衛茵粉專:https://reurl.cc/OG73jy ▶歡迎下載飛碟新 APP IOS:https://reurl.cc/3jYQMV Android:https://reurl.cc/5GpNbR ▶網路線上收聽(飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客:https://bit.ly/3gCTb3G KKBOX:https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區:FM92.1 ‼️中彰投、宜蘭地區:FM89.9 ‼️高屏地區:FM103.9 #退休 #退休金 #理財 #etf #台積電 #高股息 -- Hosting provided by SoundOn
Tu można rejestrować się na konferencję o roli Polski i Płn-Wch flanki NATO: https://www.warsawfi.org/events/poland-northeastern-europe-and-the-future-of-the-transatlantic-partnership/Wojna w Iranie ma najmniejsze poparcie wśród amerykańskiej opinii publicznej w porównaniu do wszystkich wojen prowadzonych przez Stany Zjednoczone. Czy atak na Iran to element większej strategii? Co wynika z operacji w Wenezueli? Na ile ta wojna szkodzi i pomaga Rosji i Ukrainie?Mecenasi programu: Inwestuj w fundusze ETF z OANDA TMS Brokers: https://go.tms.pl/UkladOtwartyETF AMSO-oszczędzaj na poleasingowym sprzęcie IT: https://amso.pl/Uklad-otwarty-cinfo-pol-218.htmlPobierz aplikację Hallow: http://hallow.com/ukladotwarty
James Check, widely known as "Checkmatey" is a prominent Bitcoin on-chain analyst, and educator at checkonchain.com, specializing in interpreting raw blockchain data into market insights› https://x.com/_checkmatey_PARTNERS
00989B台新美國非投等債(本基金之配息來源可能為收益平準金且無保證收益及配息)用心挑選票息6.5%以上美國企業債採月配息機制,讓你掌握收益機會了解更多
国际能源署史上最大释储行动,却镇不住原油价格,难道原油已是脱缰野马,只能看着它狂奔?欢迎你留言、评论,与我们交流。00:00 更多新鲜资讯、投资干货,明星公司动向,尽在涨乐全球通!涨乐全球通是华泰国际旗下自主研发的一站式财富管理平台,为全球华人投资者提供港、美、A、新加坡市场股票交易、公募基金、ETF、保险、智能投顾等多元化金融产品及服务。本节目由华泰国际涨乐全球通出品。本资料内容及其资料并不构成任何华泰金融控股(香港)有限公司为售x卖任何证券、产品或投资作出招揽、提出要约、意见或推荐,或对任何证劵、产品或投资的收益或是否合适提供法律、税务、会计、投资意见或服务。阁下应审慎评估及评定任何投资的效益及风险,如有疑问,阁下应就此咨询专业顾问。准投资者应进行所须或适当的独立调查,包括评估所涉及的投资风险。本资料仅为香港特别行政区内的使用者而设,所提供的资讯不得于香港特别行政区以外分发,并不应被视为在任何的国家、地区或司法管辖区中(为免生疑问,包括美国),对投资、产品或服务的邀请、要约、建议或招揽。非香港投资者有责任遵守其相关司法管辖区的所有适用的法律及法规。如有任何争议,华泰金融控股(香港)有限公司保留最终解释权和决定权。本资料内容并未经香港证券及期货事务监察委员会审阅。
Sijoituskerhon perustaja | Aleksi Kopponen | Neuvottelija 375. 135 000 jäsenen Sijoituskerho-yhteisön perustaja Aleksi Kopponen ja valtiovarainministeriön tekoäly-yhteistyöryhmän pääsihteeri avaa, miten tekoäly muuttaa sekä julkisen hallinnon prosesseja että yksittäisen sijoittajan arjen päätöksiä.Citrini Researchin skenaario nousee pöydälle: tekoäly kasvattaa yritysten marginaaleja, mutta romahduttaa samalla palkkatuloihin perustuvan ostovoiman.Julkisella sektorilla 510 000 henkilötyövuotta ja 5 300 organisaatiota odottavat agenttiautomaation tuomia muutoksia, mutta yhteiskunnan inertia hidastaa murrosta.Mitä yksittäinen sijoittaja voi tehdä: indeksirahasto, megatrendi-ETF vai kulta?00:00 Aleksi Kopponen Sijoituskerhon perustaja, Ilves-virhe ;)00:52 Miten 135 000 jäsenen Sijoituskerho-yhteisö syntyi03:06 Sijoituskerho kulttuuri ja moderointikäytännöt06:18 Mandatumin blokkikauppa yhteisön linssissä09:26 Tekoäly disruptoi pörssidynamiikkaa nyt11:44 Tekoäly sijoittamisessa graduteemana15:46 Citrini Research ja doomer-skenaario17:44 Aleksin rooli valtiovarainministeriössä18:28 Agenttiautomaatio julkisen sektorin ytimessä19:54 Kellotaajuuden repeämä ihmisen ja koneen välillä21:07 Samin ja Aleksin autonomiset agentit ja Second Brain22:16 Vaikeat analyysit tekoälylle, kritiikki ihmiselle24:28 Organisaatioiden rationaalisuus vs. yhteiskunnan summa26:47 Julkinen sektori 510 000 henkilötyövuotta muutoksessa31:10 Työn verotus katoaa tekoälyaikana32:45 Indeksirahasto Samin sijoitussuosituksena34:08 ETF megatrendisijoittamisen välineenä36:10 Yhteiskunnan inertia hidastaa mutta suojaa37:00 Data ja tekoälynatiivi toimintalogiikka voittaa38:51 Julkisen hallinnon MCP ja palveluväylä51:42 Kokonaissuunnitelma ja 10 miljoonan investointiohjelma53:53 Tietotyön automatisointi strategisena valintana56:08 Agentit hoitavat venepaikkavarauksen kansalaisen puolesta59:07 Standardit vai ulkoa saneltu toimintaympäristö1:01:15 Ylin johto omistajana ei tietohallinto1:03:29 Klarna varoitustarina väärästä delegoinnista1:07:47 Aleksi ja Sami Sijoitusmessuilla Tampereella 20.5.2026Neuvottelija Sisäpiirissä pohditaan toukokuun sijoitusympäristöä - kultaa salkkuun ja prepperiksi?Katso Sisäpiirijaksot ja tue Samia https://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija Sami Miettinen
Not sure if you're financially ready to retire? Let's create a strategy to give you confidence. Book a call with Peter now. ----- This is the third and final episode in our ETF series, and it seeks to answer a common question that comes up with 351 exchanges: How do you decide which ETF is the right one when it doesn't have a track record? In this episode, I explain what a 351 exchange is in plain English and share a practical framework to use before making a commitment before a fund is live. Listen now and learn: ► What a 351 exchange is–and why ETFs are uniquely suited for it ► The right way vs. wrong way to think about choose a 351 exchange ETF ► The key due diligence questions that matter most when a fund has no track record ► Types of investors that benefit most from participating in a 351 exchange Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Oil Spikes, Strait of Hormuz Disruption, and War Psychology: Doug on the Iran Conflict and Market Risk Doug and the host discuss how oil futures briefly hit $120 amid escalating conflict involving Iran, arguing markets still aren't fully pricing the risks. They call the US action an unprovoked war, stress that wartime information is unreliable, and predict a long conflict followed by a major psychological campaign to build US public support, similar to COVID-era shifts. They cite reported destruction or severe damage to expensive US assets in the Gulf, disruption fears in places like Dubai, and the Strait of Hormuz being effectively closed, taking roughly 20% of global oil supply offline and prompting early global moves like rationing and price controls. They warn government interventions can worsen economic fallout, discuss positioning in commodities (notably a corn ETF) and oil stocks, and advise Americans to "panic early," prepare for fuel/food shocks, possible cyberattacks, and broader supply-chain instability. 00:00 Market Shock and Oil Spike 00:38 Unprovoked War and Propaganda 04:10 Backlash and Free Speech Costs 07:10 Long War and Public Psyops 09:32 Gulf Escalation and Energy Crunch 13:02 Government Meddling and Trade Ideas 22:03 Global Shipping Norms Unravel 28:00 Prepare Early for Domestic Fallout 32:25 Boots on the Ground and Wrap Up
$NVDA CEO said AI is a 5 layer cake and I'm giving you 3 stocks for each layer and then helping to identify the top 3. Let me know which ones are your top 3. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY⛽ Gas & Oil Shocks: How headline-driven oil crashes and reversals (and the $SCO trade) can whipsaw traders—and why I'm focusing on second-order impacts instead of chasing every spike.
趁着龙虾热,腾讯火速上线5只“龙虾”,一向慎重的腾讯布局智能体为何如此积极?欢迎你留言、评论,与我们交流。00:00 更多新鲜资讯、投资干货,明星公司动向,尽在涨乐全球通!涨乐全球通是华泰国际旗下自主研发的一站式财富管理平台,为全球华人投资者提供港、美、A、新加坡市场股票交易、公募基金、ETF、保险、智能投顾等多元化金融产品及服务。本节目由华泰国际涨乐全球通出品。本资料内容及其资料并不构成任何华泰金融控股(香港)有限公司为售x卖任何证券、产品或投资作出招揽、提出要约、意见或推荐,或对任何证劵、产品或投资的收益或是否合适提供法律、税务、会计、投资意见或服务。阁下应审慎评估及评定任何投资的效益及风险,如有疑问,阁下应就此咨询专业顾问。准投资者应进行所须或适当的独立调查,包括评估所涉及的投资风险。本资料仅为香港特别行政区内的使用者而设,所提供的资讯不得于香港特别行政区以外分发,并不应被视为在任何的国家、地区或司法管辖区中(为免生疑问,包括美国),对投资、产品或服务的邀请、要约、建议或招揽。非香港投资者有责任遵守其相关司法管辖区的所有适用的法律及法规。如有任何争议,华泰金融控股(香港)有限公司保留最终解释权和决定权。本资料内容并未经香港证券及期货事务监察委员会审阅。
Zielony ład i mechanizm ETS - gdzie jesteśmy? Co uruchomiło ten mechanizm? Jak to wpłynęło na ceny energii? Gdzie popełniono błąd? Dlaczego chińskie samochody są takie tanie? W jakiej sytuacji jest Polska?Mecenasi programu: Inwestuj w fundusze ETF z OANDA TMS Brokers: https://go.tms.pl/UkladOtwartyETF AMSO-oszczędzaj na poleasingowym sprzęcie IT: https://amso.pl/Uklad-otwarty-cinfo-pol-218.htmlPobierz aplikację Hallow: http://hallow.com/ukladotwarty
行业供需偏宽松、价格竞争加剧,宁王的利润却再度提速,它赚钱的秘诀是什么?欢迎你留言、评论,与我们交流。00:00 更多新鲜资讯、投资干货,明星公司动向,尽在涨乐全球通!涨乐全球通是华泰国际旗下自主研发的一站式财富管理平台,为全球华人投资者提供港、美、A、新加坡市场股票交易、公募基金、ETF、保险、智能投顾等多元化金融产品及服务。本节目由华泰国际涨乐全球通出品。本资料内容及其资料并不构成任何华泰金融控股(香港)有限公司为售x卖任何证券、产品或投资作出招揽、提出要约、意见或推荐,或对任何证劵、产品或投资的收益或是否合适提供法律、税务、会计、投资意见或服务。阁下应审慎评估及评定任何投资的效益及风险,如有疑问,阁下应就此咨询专业顾问。准投资者应进行所须或适当的独立调查,包括评估所涉及的投资风险。本资料仅为香港特别行政区内的使用者而设,所提供的资讯不得于香港特别行政区以外分发,并不应被视为在任何的国家、地区或司法管辖区中(为免生疑问,包括美国),对投资、产品或服务的邀请、要约、建议或招揽。非香港投资者有责任遵守其相关司法管辖区的所有适用的法律及法规。如有任何争议,华泰金融控股(香港)有限公司保留最终解释权和决定权。本资料内容并未经香港证券及期货事务监察委员会审阅。
Crypto rebounds as Bitcoin demonstrates strength against oil-driven global volatility and geopolitical risks, bolstered by major corporate buys like MicroStrategy's $1.3B addition and ETF inflows. Tokenization advances (Nasdaq-Kraken collab) and stablecoin funding highlight growing TradFi integration, while privacy tools get nuanced regulatory nods. Markets up modestly—watch macro signals like oil reserves and Fed cues.Sources:https://decrypt.co (Florida stablecoin bill, Kazakhstan reserves, BTC outflows, etc.—some carryover but updated context)https://www.coindesk.com (BTC resilience, MicroStrategy buy, Nasdaq/Kraken, KAST funding, Treasury on mixers)https://cointelegraph.com (oil shocks, BTC technicals, ETF inflows, MicroStrategy)https://coinmarketcap.com & https://www.coingecko.com (prices, market cap, movers) Hosted on Acast. See acast.com/privacy for more information.
00981B 第一金美元優選收益非投資等級債券 追蹤「彭博優選美元非投資等級1~5年 BB至B債券指數」,是針對美國企業發行非投資等級債券設計的 ETF,投資範圍涵蓋了通訊、消費、能源、金融等產業,目標是掌握非投資等級債券的高 票面利率 、 高殖利率 ,追求高報酬率,並透過篩選標的來降低風險。 第一金投信- 00981B 官網 https://www.fsitc.com.tw/act/202501_981BETF/index.html?utm_source=home&utm_medium=h01&utm_campaign=ipo *投資一定有風險,基金投資有賺有賠,申購前請詳閱公開說明書。 —— 以上廣告由九八新聞台製播 ——主持人:阮慕驊 來賓:台灣金融培訓協會理事長 / 期貨分析師 林昌興 主題:油價噴翻天,市場撐得住嗎?節目時間:週一至週五 5:00pm-7:00pm本集播出日期:2026.03.09
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über die Angst vor einem Schwarzen Montag, einen politischen Denkzettel für die Koalition in Berlin und ein Happy End für Hims & Novo. Außerdem geht es um Eli Lilly, Vertiv, Lumentum und Coherent, EchoStar, Match Group, Molina Healthcare, Lamb Weston, Paycom, Nvidia, WisdomTree WTI Crude Oil 2x Daily Leveraged ETC (WKN: A2BC41) und WisdomTree WTI Crude Oil 3x Daily Short ETC (WKN: A4AGV3). Wir freuen uns an Feedback über aaa@welt.de. Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
最近龙虾火得一塌糊涂,这款AI智能体靠什么走红,它将让使用者有什么变化?欢迎你留言、评论,与我们交流。00:00 更多新鲜资讯、投资干货,明星公司动向,尽在涨乐全球通!涨乐全球通是华泰国际旗下自主研发的一站式财富管理平台,为全球华人投资者提供港、美、A、新加坡市场股票交易、公募基金、ETF、保险、智能投顾等多元化金融产品及服务。本节目由华泰国际涨乐全球通出品。本资料内容及其资料并不构成任何华泰金融控股(香港)有限公司为售x卖任何证券、产品或投资作出招揽、提出要约、意见或推荐,或对任何证劵、产品或投资的收益或是否合适提供法律、税务、会计、投资意见或服务。阁下应审慎评估及评定任何投资的效益及风险,如有疑问,阁下应就此咨询专业顾问。准投资者应进行所须或适当的独立调查,包括评估所涉及的投资风险。本资料仅为香港特别行政区内的使用者而设,所提供的资讯不得于香港特别行政区以外分发,并不应被视为在任何的国家、地区或司法管辖区中(为免生疑问,包括美国),对投资、产品或服务的邀请、要约、建议或招揽。非香港投资者有责任遵守其相关司法管辖区的所有适用的法律及法规。如有任何争议,华泰金融控股(香港)有限公司保留最终解释权和决定权。本资料内容并未经香港证券及期货事务监察委员会审阅。
Tu możesz zgłosić się do Szkoły Przywództwa: https://szkolaprzywodztwa.pl/Mecenasi programu: Inwestuj w fundusze ETF z OANDA TMS Brokers: https://go.tms.pl/UkladOtwartyETF AMSO-oszczędzaj na poleasingowym sprzęcie IT: https://amso.pl/Uklad-otwarty-cinfo-pol-218.htmlPobierz aplikację Hallow: http://hallow.com/ukladotwarty
Crypto News: First US state-level stablecoin bill passes in Florida. Kazakhstan central bank eyes spring start for $350M crypto-linked portfolio. Pakistan's parliament passes the Virtual Assets Act of 2026.Brought to you by
Crypto markets are consolidating with Bitcoin dipping below $68K on macro headwinds like dollar strength and ETF outflows, while stablecoins like USDC surge in volume and nations like Kazakhstan eye crypto reserves. Regulatory wins in Florida and SEC settlements add to the mix. Prices remain resilient in the top tier despite volatility—watch for Fed signals and geopolitical impacts.Sources:https://decrypt.co (various stories on ETFs, mining, reserves)https://cointelegraph.com (USDC/Tether shift, SEC/Sun settlement)https://www.coindesk.com (BTC price action, Kazakhstan investment, private credit risks)https://coinmarketcap.com & https://www.coingecko.com (prices and market data) Hosted on Acast. See acast.com/privacy for more information.
Brian and Tevo break down whether Bitcoin has finally bottomed as the macro landscape continues to be unsettled. They highlight continued institutional support through ETF inflows and sovereign interest, including Kazakhstan shifting reserves into crypto. A major milestone arrives as Kraken gains access to the Federal Reserve payment rails, signaling deeper integration between crypto and traditional finance. The episode closes with momentum trades in AI-crypto tokens, meme coin updates, and ongoing developments across altcoins and NFTs.$1 Trial Momentum Money Makers VIPhttps://www.thecryptomavericks.com/mm-vip-trial1763665474309?utm_content=MMTrial&utm_medium=Podcast&utm_source=Internal&utm_term=DescriptionCheck out Quince: https://quince.com/CRYPTO101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction to the Crypto Landscape02:59 Market Analysis and Trends05:41 Institutional Involvement and ETFs08:49 The Impact of Geopolitical Events12:01 Kraken's Milestone with the Federal Reserve14:15 The Clarity Act and Regulatory Landscape16:04 Community Engagement and Listener Interaction17:44 Meme Coins and Momentum Moneymakers20:50 AI Integration in Crypto23:35 Conclusion and Future Outlook33:11 The Rise of AI and Crypto Integration35:32 Exploring Autonomous AI Agents37:00 Legal Challenges in the NFT Space40:24 Magic Eden's Shift in Focus41:26 PumpFun's Expansion and Market Position43:12 The Future of AI Agents and Crypto50:27 Navigating the Evolving Crypto LandscapeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out Mars Men: https://mengotomars.com* Check out Quince: https://quince.com/CRYPTO101Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Brady and John open with a light exchange about audio issues, spring weather, and using AI to fill in for John's upcoming absence The hosts reflect on how addictive and productive AI tools have become, comparing the experience to having an always-on intelligent collaborator Bitcoin's recent strength stands out, with the hosts noting that it outperformed gold during a real geopolitical scare while ETF inflows remained strong They discuss whether Bitcoin has already put in a price bottom near $60K, while questioning whether the market now faces a “bear market in time” rather than a deeper price collapse Sentiment indicators like Fear & Greed are highlighted as signs that panic may have peaked, even if confidence takes time to rebuild The episode covers macro tailwinds for Bitcoin, including improving manufacturing PMI, weakening jobs data, persistent inflation pressure, and the structural impossibility of reining in US government spending Strategy's continued Bitcoin accumulation is framed as a major long-term signal, while the discussion around Stretch focuses on how Bitcoin-linked financial products are competing with private credit for investor capital The BlackRock private credit withdrawal limits story is used to contrast the opacity and illiquidity of traditional finance with Bitcoin-native alternatives Brady and John review major financial-system developments including Kraken's Fed access, Morgan Stanley launching its own Bitcoin ETF, Coinbase custody scrutiny, and Elon Musk's X Money rollout They close by arguing that Bitcoin is becoming more deeply embedded in the financial system, even if many of the latest policy wins are benefiting crypto and stablecoins more directly than Bitcoin itself ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
If you bought and held a mutual fund or ETF, what return should you earn—and why do some investors earn less? In this episode, we unpack the fascinating findings from Morningstar's Mind the Gap study and explore the difference between total returns and actual investor returns. You'll learn what the "investor return gap" is, why it exists, and how timing decisions, emotional reactions, and behavioral biases quietly erode performance over time. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/bdd2tz84
In this episode, I'm joined again by Brent Sullivan to break down a strategy most investors have never heard of, but that can be incredibly powerful for the right situation: 351 exchangesIf you've built significant wealth in a single stock, you've probably faced the same dilemma many high-net-worth investors deal with:Sell and diversify, but trigger a massive tax bill… or hold the position and take on concentration riskWe walk through how 351 exchanges work, why they've started gaining momentum in the ETF world, and when they might make sense as a tax-deferral strategy for concentrated stock positions.-------✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com✅ My personal blog & newsletter: https://www.thomaskopelman.comDisclaimer: None of this should be seen as financial advice. It is just for informational purposes.
"Claudia Müller ist nicht nur Inhaberin des Female Finance Forum, sondern auch Expertin des ETF Kurses der BRIGITTE Academy sowie der Finanz-Masterclass Premium, die ab April in eine neue Runde geht.In dieser Folge gibt es geballtes Finanzwissen eines weibliches Profis rund um ETF-Sparen - eine Anlage, die in aller Munde ist. Was ist ein ETF? Wo kauft man den? Was heißt ETF sparen? Wie wähle ich den richtigen ETF aus? Und wie geht Börse überhaupt? Fragen über Fragen, wir haben die Antworten."All diese Fragen beantworten wir in dieser Folge.Hier geht es zur Anmeldung für den ETF Kurs Zum Weltfrauentag 22 % auf den ETF-Kurs und weitere ausgewählte Kurse sparenRabattcode: MENO-22Hier geht es zur Website von Claudia MüllerHier geht es zum Newsletter "Saisonwechsel" von der BRIGITTE.Hier geht es zum meno_brigitte-Insta-Account.Hier geht es zu Dianas Instagram.Hier geht es zu Julias Instagram. WEITERE ANGEBOTE aus der BRIGITTE Redaktion:Krafttraining-Kurs 50 plus der BRIGITTE Academy: Forever Fit On Demand Kurs von BRIGITTE ACADEMY.Masterclass Finanzen (aus unserer Eigenwerbung in dieser Folge, der Early Bird Rabatt gilt bis zum 8. September): academy.brigitte.de/masterclass?utm_source=menoanmich&utm_medium=podcast&utm_campaign=mcf-premium-kh11&utm_term=shopSkin-Code-Kurs mit Dermatologin Dr. Yael Adler: brigitte.de/meno-skinOn Demand Video-Kurs "Wechseljahre: Wissen, was hilft": https://academy.brigitte.de/course/wechseljahre?utm_source=podcast&utm_medium=meno&utm_campaign=wechseljahreKostenloses Webinar Rentenlücke berechnen: https://academy.brigitte.de/webinar-aufzeichnung-rentenluecke-berechnenETF Kurs: https://academy.brigitte.de/course/etf-kurs?utm_source=menoanmich&utm_medium=podcast&utm_campaign=etf-kurs-m Ihr habt Anregungen, wollt uns Eure Geschichte erzählen oder selbst bei uns zu Gast im Podcast sein? Dann schreibt uns beiden persönlich, worüber Ihr gern mehr wissen würdet, was Euch bewegt, rührt, entsetzt und Freude macht an podcast@brigitte.de. Wir freuen uns auf Euch! Und bewertet und abonniert unseren Podcast gerne auch auf Spotify, iTunes, Amazon Music oder Audio Now. Noch mehr spannende Beiträge findet Ihr zudem auf Brigitte.de sowie dem Instagram- oder Facebook-Account von BRIGITTE –schaut vorbei! +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html +++Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.htmlUnsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.
Walker sits down with Rational Root for a deep dive into Bitcoin's current market structure, bear market vibes, and why this cycle has felt so different, and whether the four-year cycle is still intact. Root argues Bitcoin is in a bear market phase, explains why institutional adoption and ETF flows created a more distributed top instead of a classic parabolic blow-off, and lays out why the next few months may look more like bottom formation than immediate breakout. They discuss the role of long-term holder distribution, why 100k became such a major psychological level, how business cycles and halving cycles interact, and why Bitcoin remains massively bullish long term even if price chops lower in the near term. Five key topics we discuss Why Rational Root believes Bitcoin is currently in a bear market, not just a mid-cycle dip How ETF flows, OTC buying, and institutional adoption changed this cycle's price action Why 100k became a major psychological sell zone for long-term holders and OG whales Whether the four-year cycle is still alive, and how much of it is really driven by the broader business/liquidity cycle Why Root remains extremely bullish long term even while expecting more chop and possible downside in the near term FOLLOW ROOT: X: https://x.com/therationalroot Nostr: https://primal.net/p/nprofile1qqsphh4hcsk9trquc2rd0drwge9vh75rmaa43xru4ha74nyrld9emyg4vj6zg WEB: https://www.bitcoinstrategyplatform.com/ PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
"Historisch gezien neemt de beurs dit soort grote geopolitieke ontwikkelingen voor kennisgeving aan", zegt Han Dieperink van Aureus Vermogensbeheer. Hij voegt daaraan toe dat meestal een maand na zo'n aanval de beurs 2 procent hoger staat en na zes maanden 6 procent hoger en een jaar later 8 procent hoger. Ook Richard de Jong van Van Lieshout & Partners denkt dat uiteindelijk de ratio zal overheersen. "Wie er ook de nieuwe leider wordt van Iran, een afsluiting van de Straat van Hormuz is voor Iran zelf ook niet vol te houden. 90 procent van hun olie-export gaat via de Straat van Hormuz." Richard denkt dat het conflict op relatief korte termijn opgelost gaat worden. Wat de beurs betreft: de volatiliteit nu is oplopen, maar nog altijd een stuk lager dan toen Trump in april vorig jaar zijn handelstarieven invoerde. Dat zou beleggers moed kunnen geven. Over Broadcom zijn beide experts zeer te spreken. De Amerikaanse chipfabrikant liet spectaculaire cijfers zien en de vooruitzichten zijn ook nog eens prima. Op software maken ze een marge van 90 procent en op hun chips 60 procent. Richard denkt er ook over om zijn belang in Broadcom uit te breiden. Verder in de podcast bespreken we, naast de economische ontwikkelingen, de resultaten van onder andere ASMI, UMG en TKH. Natuurlijk bespreken we ook de luisteraarsvragen en geven de experts hun tip. Richard tipt een groot techbedrijf dat goedkoper is dan Coca-Cola, Han tipt een Ierse financiële instelling met een notering aan de New York Stock Exchange. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. In deze aflevering gaat het over de oorlog in het Midden-Oosten en de impact daarvan op beleggers. We bespreken ook een luisteraarsvraag die daar goed op aansluit. 'Best schokkend', zo omschrijft Martijn de situatie in het Midden-Oosten. Geen symbolische aanval zoals afgelopen zomer, maar een serieuze oorlog waarbij ook de Arabische Golfstaten bij betrokken zijn. Een relevante vraag voor beleggers is hoelang de oorlog gaat duren. Hoe langer die duurt, des te groter de impact ervan. Nu die oorlog begonnen is, kun je als belegger eigenlijk al niet veel meer doen. Toch hoeft je daar niet van in paniek te raken. Zeker al je echt een langetermijnbelegger bent met een degelijk gespreide portefeuille, dan is er niet veel aan de hand. De geschiedenis leert dat zelf oorlogen, uiteindelijk niet meer dan ruis zijn, op de stijgende lijn die beurzen op de lange termijn laten zien. 'Zijn er ETF's die geschikt zijn in het geval van een dip, een correctie, een crash of een Black Swan?', luidt de vraag van een luisteraar. Een lastige vraag, vindt Martijn en het antwoord zal ik niet verklappen, maar wie Martijn al enige tijd volgt, kan wel raden welke richting het uitgaat. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.
Crypto News: Kraken exchange wins Kansas City Fed approval for limited master account. Morgan Stanley taps Coinbase and BNY Mellon for custody in proposed Bitcoin ETF. Western Union teams with Crossmint to support USDPT stablecoin on Solana. Brought to you by
We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the very beginnings of his Tax Alpha Insider Newsletter, a highly successful, focused publication in the wealth management space. I often say that he could become the Michael Kitces of Tax Alpha. Brent is also behind the first Tax Alpha Conference, Basis Northwest, in Seattle on May 28th and 29th, which I will be attending. Brent has an interesting career background, both corporate and entrepreneurial. As mentioned before, he is the Founder of The Tax Alpha Insider, as well as the Basis Northwest Conference. He was also a Software Engineer at Parametric, who is the godfather of direct indexing. Before that, he worked in Investment Banking and Asset Management. Brent holds a Masters of Engineering from Cornell University (Financial Engineering/Statistics), as well as a Bachelor of Science in Mathematics from the University of California, Riverside. In this episode, we discuss all things Tax Alpha, as this is our first interview with Brent. We talk about the reasons he decided to launch this, why Tax Alpha is important now, and how this is one of the best times in history to be a taxable investor with all of the tools available. We discuss everything from householding/asset location, to direct indexing, to tax-aware long-short, buffer ETF's, 351 exchanges, advisor launched ETF's, assets that shouldn't be used for taxable investors, collars/variable prepaid forward contracts, heartbeat trades/ETF share classes, box loans, tax alpha as a volatility buffer, trader funds, etc. We also discuss the impact of AI on advisors and taxable investing, as well as taking the other side, why not just pay the taxes and keep things simple. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA (CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Learn more: https://www.taxalphainsider.com/ https://www.basisconf.com/
Everyone thinks they're diversified... Until the market proves otherwise. In this podcast episode, Nic Daniels breaks down what diversification really means and why so many investors get it wrong. After years of strong market performance, it's easy to feel confident owning growth-heavy portfolios, tech ETFs, or even multiple S&P 500 funds. But are you truly diversified, or just concentrated in disguise? Nic walks through real-world examples of "fake diversification," including overlapping mega-cap exposure, tech-heavy ETF combinations, U.S.-only portfolios, and the hidden risks inside high-yield income investments. He explains why bull markets mask concentration risk and how volatility quickly exposes it. Most importantly, he outlines practical, tax-aware ways to gradually rebalance and build a portfolio designed not just to grow wealth — but to protect it. Diversification isn't about today's gains, it's about making sure one market shift doesn't rewrite your retirement. Take Our BetterBuckets™ Assessment https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
Sal Gilbertie, chief executive officer at Teucrium Trading — which runs commodity-oriented ETFs — says that war in the Middle East will have mostly short- and medium-term impacts on markets, commodities and inflation, noting that "If you're not already long energy, you're taking a pretty big risk by buying it now." He says he will be watching fertilizer prices — because Iran is a large producer of urea, a key ingredient in fertilizers — expecting to see some inflationary pressures, but he thinks that, too, will pass quickly. Teucrium also runs crypto funds and Gilbertie also gives his take on how leading currencies will get through the current "crypto winter." With current events in the Middle East impacting his thinking, Todd Rosenbluth, head of research at VettaFi, turns to a large-cap, low-volatility index fund for the "ETF of the Week," noting that the fund may not be the highest of flyers but it has a history of softening the blow of market downturns and troubles. Rod Yancy, founder of the Oath Money and Meaning Institute, discusses research which found that healthcare costs — premium, prescriptions, long-term care and more — are the top financial worry of American retirees entering 2026, but which also showed that a solid majority of retirees have a positive outlook this year despite current economic and geopolitical concerns. Plus, Chuck answers a listener's question about using artificial intelligence to improve personal portfolio results.
ETF flows are once again on a record pace in 2026. Matt Bartolini looks at the causes, both secular and tactical, behind continued interest in the products. The rise of active ETFs has “created a broader opportunity set” for investors to build portfolios, he says. He shares ETFs from his firm, State Street, including the Public & Private Credit ETF (PRIV) and the Bridgewater All-Weather ETF (ALLW), and why viewers might be interested in these diversifying options.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Send a textIn the Season 7 premiere of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle between three value ETFs. Who wins the battle?Program judges Erik Ogard at BufferLABS and Mike Akins at ETF Action examine this ETF battle between IUSV (iShares), AVLV (Avantis) and VTV (Vanguard). 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 #investing #stockmarket #f*********Get in touch with our judgesErik Ogard at BufferLABShttps://bufferlabsetfs.comMike Akins at ETF Actionhttps://www.etfaction.com
Send a textIn the Season 7 premiere of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle between three value ETFs. Who wins the battle?Program judges Erik Ogard at BufferLABS and Mike Akins at ETF Action examine this ETF battle between DMAX (iShares), JANB (Aptus), CPSY (Calamos), and ZJAN (Innovator). 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 #retirement #investing *********Get in touch with our judgesErik Ogard at BufferLABShttps://bufferlabsetfs.comMike Akins at ETF Actionhttps://www.etfaction.com
Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts, assets, and political power. Cem ties that arc to today's realities: the exhaustion of the 40 year tailwind from falling rates, record valuations meeting refinancing risk, and the uncomfortable truth that 60/40 has failed for long stretches before.They explore the growing divide between capital and labor, the pivot from globalization to industrial policy, and the rising appeal of commodities, cash, and convex hedges in a world where outcomes are less linear. Howe also details how his Fourth Turning ETF reflects that view, pairing thematic equities with real assets and disciplined tail protection.This is a conversation about preparing, not predicting, when history starts to rhyme a little louder.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:28 - Introducing Neil Howe and why this conversation matters now03:37 - What the Fourth Turning is and how the cycle works10:26 - “The Fourth Turning Is Here” and the practical question: what do we do?16:42 - Rates, inequality, and why the last 40 years may not repeat20:17 - Inflation as a crisis tool, not a forecasting error26:43 - Options, convexity, and non-linear portfolios in regime change33:31 - The surge into “non-correlated” assets and what it signals39:39 - Market closures, devaluation, and the limits of buy-the-dip history45:28 - Commodities as a missing portfolio leg and the volatility debate48:12 - Howe's ETF framework: themes, commodities, cash, and tail hedges52:43 - Timing the crisis, geopolitics, and the authoritarianism questionCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
ETFs look simple on the surface—you buy a ticker and move on. But behind every ETF is a set of mechanics that explains how shares get created, why prices usually stay close to what the fund owns, and when trading costs and tax outcomes can surprise you. In Part 2 of this three-episode series, I break down the ETF "plumbing" in plain English so you can use ETFs more confidently and avoid common mistakes. Listen now and learn: ► What authorized participants actually do—and why they matter to everyday ETF investors ► How the creation/redemption process works behind the scenes when supply and demand shift ► Why NAV and market price can diverge, and what typically pulls them back together ► The practical implications for you: spreads, execution, and when ETFs can behave differently than mutual funds Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode, Kerry Lutz talks with Matthew Tuttle as he shares his contrarian investing philosophy and explains why traditional hedges often fail. They discuss how human emotion, AI, and ubiquitous data are reshaping markets, and outline real ways investors can protect their portfolios. Tuttle also previews his new "no-bleed" tail-risk ETF, ONO, and other innovative ETFs coming soon. Find Matthew here: https://www.tuttlecap.com/ Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon! Get your copy here: https://a.co/d/bvYbZOz "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from the chat — covering the stock market outlook, what sectors to watch, and how investors should be positioning right now. No fluff, no filler — just real talk about where the market's heading and what it means for YOUR portfolio. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:04 - Iran Air Force & War Impact on Oil 5:21 - This is a Good Time to Wait and See 10:51 - Two Moms on Money? 11:44 - Where will DXY go amid current conflict? 13:03 - Managing Risk in Chinese Tech Stocks 17:58 - Relative Risks of AAA-rated CLO's 20:54 - "Dumbing-down" the Private Credit Crisis 30:56 - Lasting Impacts on Commercial Real Estate 33:24 - Why the Downturn in Asian Markets? 34:27 - Financial Health of Open AI & Circular Financing 36:35 - Equity Income/Tax-advantaged ETF's 40:59 - Systematic Trading, Trend Following, & Tax Efficiencies 43:09 - Plunge Protection Team = Retail Traders 44:35 - Coming Attractions ------- Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/uFdhcR6QBKI ------- Watch our previous show, "Ten Immutable Laws of Money," here: https://youtube.com/live/Il8UfCCn0tE?feature=share -------- The latest installment of our new feature, Before the Bell, "D100-DMA: Hold or Fold? What Happens Today Changes Everything," is here: https://youtu.be/c7jD-q6_mY8 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #PreMarket #StockMarket #MovingAverage #TechnicalAnalysis #MarketOutlook #StockMarket #InvestingTips #MarketOutlook #StockMarketToday #InvestSmart
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from the chat — covering the stock market outlook, what sectors to watch, and how investors should be positioning right now. No fluff, no filler — just real talk about where the market's heading and what it means for YOUR portfolio. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:04 - Iran Air Force & War Impact on Oil 5:21 - This is a Good Time to Wait and See 10:51 - Two Moms on Money? 11:44 - Where will DXY go amid current conflict? 13:03 - Managing Risk in Chinese Tech Stocks 17:58 - Relative Risks of AAA-rated CLO's 20:54 - "Dumbing-down" the Private Credit Crisis 30:56 - Lasting Impacts on Commercial Real Estate 33:24 - Why the Downturn in Asian Markets? 34:27 - Financial Health of Open AI & Circular Financing 36:35 - Equity Income/Tax-advantaged ETF's 40:59 - Systematic Trading, Trend Following, & Tax Efficiencies 43:09 - Plunge Protection Team = Retail Traders 44:35 - Coming Attractions ------- Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/uFdhcR6QBKI ------- Watch our previous show, "Ten Immutable Laws of Money," here: https://youtube.com/live/Il8UfCCn0tE?feature=share -------- The latest installment of our new feature, Before the Bell, "D100-DMA: Hold or Fold? What Happens Today Changes Everything," is here: https://youtu.be/c7jD-q6_mY8 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #PreMarket #StockMarket #MovingAverage #TechnicalAnalysis #MarketOutlook #StockMarket #InvestingTips #MarketOutlook #StockMarketToday #InvestSmart
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)Show Notes:Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected6 Smart Stock Ideas For A Barbell Strategy3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
No one likes to lose money. And some funds are designed to deliver a positive return whether markets go up, down, or sideways. Sounds easy. It isn't. We're joined by Jasmine Yeo, fund manager at Ruffer, to discuss the art of capital preservation. And in today's Dumb Question of the Week: If markets usually go up, why spend so much time thinking about what could go wrong? --- Thank you to Lightyear for sponsoring this episode. I opened my 2025/2026 ISA with Lightyear. If you want to try them out as well, use PENSIONCRAFT to get between £10 and £100 in a fractional share or ETF in your General Investment Account. See full T&Cs at lightyear.com/pensioncraft. Capital at risk. ISA terms apply. Promotional terms apply. ---Get in touch
As of March 2026, we are seeing massive swings driven by global macro uncertainty, shifting ETF inflows, and critical technical levels being tested. In this episode, we break down the current market chaos and provide a clear roadmap for what to do next.
Unveiling Coinbase's "Everything Exchange" with Head of Consumer and Platform BD Mark Troianovski. In today's Markets Outlook, Coinbase Head of Consumer and Platform Business Development Mark Troianovski joins CoinDesk's Jennifer Sanasie to unveil the platform's massive expansion into 24/5 stock and ETF trading for US users. He breaks down the vision for an "everything exchange" that blends crypto, equities, and prediction markets. - Timecodes: 01:10 - Coinbase Launches Stock Trading to U.S. Customers02:40 - Coinbase's Partnership with Yahoo! Finance and Integration03:55 - Will AI Agents Trade Stocks and Crypto for You?05:14 - Competing with TradFi Exchanges and Coinbase's "Sweet Spot"07:21 - Is Coinbase the Next "Everything App" for Finance?s - This episode was hosted by Jennifer Sanasie.
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:35 - Stig's bull case for Berkshire: balance sheet, culture, and Greg Abel (NYSE: BRK.B) 00:27:09 - Berkshire bear case: slowing growth and capital allocation risks 00:30:47 - Tobias' bull case for BellRing: FCF, protein brand strength, PE appeal (NYSE: BRBR) 00:38:30 - BellRing bear case: concentration, leverage, consumer shifts 00:47:02 - Hari's bull case for Moody's: moat, duopoly, recurring analytics (NYSE: MCO) 00:50:20 - Moody's bear case: valuation, cyclicality, regulation, AI risk Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting. Stig Brodersen's Portfolio and Track record. Check out Mastermind Discussion Q4, 2025 | Video. Check out Mastermind Discussion Q3 2025 | Video. Check out Mastermind Discussion Q2 2025 | Video. Check out Mastermind Discussion Q1 2025 | Video. Tobias' podcast, The Acquirers Podcast. Tobias ' ETF, ZIG. Tobias' ETF, Deep. Tweet to Tobias Carlisle. Hari's Blog. Tweet to Hari. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm