Podcasts about etfs

In this episode we answer emails from Peter, Alejandro, and Anderson.  We discuss retiring early and related family, work and community considerations, various portfolio and tax considerations and gambling problems, AI-driven portfolio tweaking, when simplicity applies, and share a fast way to summarize old episodes with NotebookLM.   And reference our Top of the T-shirt Campaign (Part Deux!) for the Father McKenna Center.Links:  Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterNotebookLM Summary of Chad's Question from Episode 478 -- "Mastering Portfolio Distributions":  NotebookLM - Portfolio Distribution MechanicsBreathless Unedited AI-Bot Summary:Quitting a high-paying job sounds like a math problem until you try living inside the decision. We hear from a 37-year-old parent with $1.3 million invested, a paid-off home, and a growing sense that learning about early retirement has made work feel unbearable. We walk through what those numbers actually support, why a 5% withdrawal rate can look fine on a spreadsheet but feel risky for a young family, and why expenses often rise as kids move toward the teen years and college. Our goal is to replace vague fear with concrete planning and a bigger, more realistic buffer.From there we get tactical: how to think about asset allocation as one unified portfolio across taxable and retirement accounts, how tax efficiency should influence what goes where, and what options exist for accessing retirement money earlier than 59.5. We dig into Roth conversion timing, and we clear up a major misconception about 72(t) distributions by explaining how splitting IRAs can make the tool far more flexible than people assume.Then we zoom out to portfolio construction. We explain why many formal “risk parity” or Ray Dalio all-weather style proposals end up bond-heavy, why that design often expects leverage, and why our retirement-oriented approach favors diversified building blocks like equities, Treasury bonds as recession insurance, gold, and managed futures. We also answer two more emails: one on using Google NotebookLM to generate a visual summary of rebalancing, and another on leveraged ETFs, AI recommendations, and moving-average trading rules, including why complexity can create tax headaches and ugly drawdowns.If you got value from this, subscribe, share the show with a friend who is rebuilding their plan, and leave a review so more DIY investors can find Risk Parity Radio.Support the show

In this UK personal finance Q&A, Pete and Roger tackle six listener questions covering pensions, investing, tax and money mindset. We discuss whether high earners should ever consider opting out of the NHS pension due to annual allowance tax, how to handle family gifts during divorce, and what to do about ERI on accumulating ETFs in a GIA. You'll also hear guidance on rebalancing after strong fund gains, rebuilding finances after an IVA, and investing a £350k inheritance with ISAs, SIPPs and premium bonds. Shownotes: https://meaningfulmoney.tv/QA52    01:34  Question 1 Dear Pete and Roger, Could you provide an opinion on if and when it would be worth at least considering leaving the NHS pension scheme due to tax reasons?  I can sense immediate puckering and this is not something I ask on a whim - I am aware of the comparative value of public sector DB pensions versus other retirement savings methods and indeed encourage the staff I work with to pay in.  I am a senior doctor in my 40s with high NHS earnings and rental income on top. I am one of those affected by Annual Allowance tapering and have significant AA tax bills every year with no end in sight. My projections are that I will have an annual AA tax charge of ~£30k every year going forwards as my income is pretty stable. The annual AA tax charge is up to 40% of the annual capital benefits accrued in any year (i.e. LTA calc of 20 times pension plus 3 times lump sum).  I pay this via scheme pays but the scheme pays loan docked from benefits at retirement is inflated at CPI+1.7% against pension benefits growth of CPI+1.5% from my own research. I don't expect much sympathy as a high earner but no-one wants to pay more tax than they have to and I never hear my situation talked about other than snippets in the depths of Reddit forums.  My plan is to keep ploughing on and engage a full-scale planning review when I turn 50 leaving up to 10 years to consider aversive action once my wife and I have 'enough' pension. Many thanks for your thoughts. David. 09:23  Question 2 Dear Pete and Roger, I want to say a big thank you for all of the guidance you provide, there really is nothing else like it and has been hugely beneficial in organising my finances. My question for you is how to structure gifts to someone who is going through the early stages of a divorce. My sibling is sadly in this situation and our mother is looking to make a sizeable gift to us following the death of our father. How should we be thinking about this and are there any vehicles or structures such as trusts that we could be using to avoid my siblings spouse from being entitled to half of the gift? Grateful for any guidance you can provide in this matter. Best regards, Alfred 13:12  Question 3 Hi, I have held several GIA accounts for many years and I hold accumulating ETFs within the GIAs. Occasionally, I have had to pay CGT through my self assessment when I have sold these ETFs. Mostly, I have always been a basic rate tax payer. I have recently discovered that HMRC requires Excess Reportable Income (ERI) to be declared on accumulating ETFs. In the case of ETFs which receive company dividends, this means I need to take note of the Reporting date of each ETF and add up all notional dividends as if they were paid on the distribution date (6 months later) and if over £500, I should have paid dividend tax on the excess. Also, in the case of some MMF ETFs I hold, these may have an ERI notional interest payment and this would count as being potentially subject to income tax. Since I have sold many of these ETFs and I have not subtracted the ERI amounts from my total gain, I have probably overpaid tax (CGT) rather than underpaid as a basic rate tax payer. However, if I was a higher rate tax payer, I would probably have been underpaying tax if I have not accounted for ERI. This is because the higher rate dividend tax is much higher than the CGT rate. I now understand that to avoid having to calculate ERI on accumulating ETFs each year and keep a running total for each one, most people simply buy distributing ETFs inside a GIA rather than accumulating ETFs and I am in the process of ensuring all my ETFs are the distributing kind inside my GIAs. Should I be concerned about ERI on my accumulating ETFs? Do accountants calculate ERI for their clients on all the accumulating ETFs they hold? If so, how do they do it as there does not seem to be any easy way? Do HMRC ever check that the ERI on accumulating ETFs has been declared (my guess is that they would only bother for high rate taxpayers with large ETF holdings)? How would HMRC even know that you hold large amounts of accumulating ETFs on which you should be declaring ERI? Why is it that hardly anyone seems to know about ERI on accumulating ETFs? 19:14 Question 4 Good morning both, I would like to start by thanking you for all your hard work over the past decade or so. I am a mid 40's year old woman who had no financial knowledge until about 2 years ago. I had a cancer diagnosis which led me to leave a very time consuming and stressful job and take over the family finances which had been neglected for the best part of 20 years. We are now in a much better position; we have filled our ISA's and that of our children, put more money into SIPP's (and opened one in my case) and opened junior SIPP's for the kids. Our mortgage is paid off too. I have listened to all your back catalogue and in some cases relistened to episodes which have been especially useful to our situation! Thank you. My question relates to funds that have done particularly well and what is best to do with them. Some of my earlier fund choices are showing gains of around 50%. This seems extraordinary to me and I am very happy with the return. My Dad (much more experienced who has been doing this for 50 odd years) tells me the best thing to do with these funds is to take out 50% of the gain and reinvest in a different fund. What would your advice be? Take out the whole lot and re-invest? Take out 50% and re-invest that as recommended by my Dad or leave the whole lot in and hope it continues to grow? For background, I am very happy with the gains but we are very much on a catchup programme as we have started so late. The sums involved are still quite small! The ultimate aim is for my husband to retire early. I hope to work again too at some point once all treatment is finished but only part time. I am so grateful for everything you have done and always wait eagerly for the next episode to drop. With very best wishes, Agnes 26:02 Question 5 Hi, Hope you are well and can help a Cornish lass! I am 35 and have never been able to budget or manage finances. In fact I have always buried my head in the sand.  Unfortunately, when lockdown and maternity leave hit at the same time, we could not afford our debt repayments (we had purchased a house in January of 2020 too). We had no choice but to take out an IVA. We are now in the 6th year of this as it was extended as we couldn't release equity from our home. This is due to end in November of this year and I have been doing my best to learn about budgeting and managing finances ready for when this ends.  I have started a spreadsheet to start tracking expenses and aim to start an emergency fund plus a pot for putting some money away for Christmas/birthdays. I have been discussing this with my husband and he thinks we should get an overdraft as soon as the IVA finishes to start building our credit rating, whereas I think we should get a small credit card that we pay off each time we use it. What do you think we should do as our first few steps coming out of the IVA to build more security for our future?  Thank you in advance. Kindest regards Lisa 33:12  Question 6 Salutations, Roger, Pete, My question is on what to do with a lump sum inheritance-y thing as a younger guy. My parents have been very financially successful in business and incredibly generous to my brother and I, and gifted us each an apartment a few years ago, to make use of the "first property" exemptions and the 7 year gift rule. Now that I'm mature enough to understand the opportunity, I've taken control of the management of mine. While I understand it's an incredible income generating asset, I'm not a fan of real estate, and am much more comfortable selling the property and investing in index funds within the variety of wrappers available in the UK. After fees and taxes, should I go through with the sale, I will net approx £350k. My plan is as follows: - £47k into premium bonds (I currently have £3k) - £40k into my SIPP (limited by current salary) - £40k held in cash, to be invested into my SIPP in tax year 2, potentially up to £52k as my salary rises - Remainder into GIA - All invested in Vanguard index tracking funds I'm 26, working as an Officer in the military, so I have an incredibly low cost of living (subsidised accommodation and no utilities), and a non contributory DB pension plan, so no need to allocate money there, and am able to max out my S&S ISA yearly just with my salary. I know these steps are good, but having the best part of £220k in a GIA, paying CGT on the other end of that makes me a little unhappy, especially if I hold it for multiple decades. I'm aware this is a real champagne problem but do either of you have any recommendations on improvements to my plan and mindset, or are you able to poke any holes in my approach? Should I hold more in cash to later invest into my SIPP? Bed and ISA/ SIPP over time? Spend some of it, even? I know it's an aggressive approach, but I'm sort of an "all or nothing" sort of guy, even with investing as is referenced in my 70+% savings rate, but balance has always been hard for me to find. My goal is to be Financially Independent by 36. I'll likely keep working but I like the security of that idea, and the saltily coined term "F-you money". Whatever you both think, I will deeply ponder over and analyse for many hours. Thank you both for the many episodes of top tier information. I would apologise for the lack of brevity, but I know you love it really. Thanks guys, you're both rockstars! Nick

Should retirees live off dividends and bond interest, or use a total return strategy? Don and Tom tackle one of the most persistent myths in retirement investing: that dividend-paying stocks create safer retirement income. They explain why dividends are not “free money,” how dividend-focused portfolios can create hidden risks, and why most academic research favors a diversified total return approach. The conversation explores dividend traps, covered-call income funds, sustainable withdrawal strategies, and the importance of diversification. They also respond to a listener defending Robinhood's platform, debate gamification in investing, and discuss Philadelphia's new automatic retirement savings program designed to help workers without employer-sponsored plans.0:05 Introduction: Dividend income vs. total return investing1:44 Why retirees are attracted to dividend-focused portfolios2:19 What a total return strategy actually means3:37 The appeal of predictable dividend income4:55 High-yield ETFs and the risks behind the payouts5:03 Why dividends are not free money6:10 Larry Swedroe's argument: dividends are not income6:27 Understanding the dividend trap7:05 Extreme dividend yield example: GMEX Robotics8:35 YieldMax and triple-digit yields9:44 Why academics favor total return strategies10:48 Rebalancing as an income source in retirement11:43 The hidden risks of income-focused products13:30 Bridge-playing and retirement banter14:21 How listeners can submit questions15:12 Listener question: Is Robinhood getting unfair criticism?16:13 Robinhood, gamification, and investor behavior18:18 Why “stodgy” may be good for money management19:53 Philadelphia's new retirement savings initiative20:45 Automatic enrollment and retirement success22:30 Why saving must be made easy23:28 Free portfolio reviews at Appella24:21 Discussion of The Line Uncrossed26:47 Family history and future book possibilitiesQuestions? Comments? Click!

Wir sprechen heute über die top defensive Dividendenaktien der letzten Jahrzehnte. Dabei geht es um Unternehmen wie McDonald's, Coca-Cola, Pepsi, Hershey, Constellation Brands und viele weitere große Namen, mit denen Anleger in den vergangenen Jahrzehnten in der Regel gut gefahren sind. Diese Unternehmen haben sich insbesondere dadurch ausgezeichnet, dass sie selbst in Krisenzeiten zuverlässig Dividenden gezahlt und diese in den meisten Fällen sogar kontinuierlich erhöht haben. Doch nun zeichnet sich ein immer stärker werdender Trend rund um GLP-1-Medikamente ab. Die entscheidende Frage lautet daher: Könnten diese Medikamente dazu führen, dass die Erfolgsära dieser Dividendenstars ihrem Ende entgegengeht?
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Axel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05)Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Should beginner traders put their money into ETFs or shares?It's one of the first, and most confusing, questions new traders face. In this episode, Louise Bedford breaks it down, defines the key terms, and gives you the specific strategies you need to excel.You'll discover:The single biggest risk when trading ETFs that most beginners completely overlook.How the Kelly Principle can protect you from blowing up your account – and why it applies differently to shares versus ETFs.Why there are now more ETFs than individual stocks in the USA, and what this means for your trading decisions.Louise's key rule for choosing ETFs with confidence: always check Assets Under Management (AUM) and avoid the 'dogs'.The classic mistake most new traders make – chasing leverage and spreading themselves too thin – and why it destroys accounts fast.A timeless reminder from Ed Seykota: “There are no old, bold traders.”Louise also explains why you don't have to choose one side. You can trade both ETFs and shares – as long as you have a structured method.-----------------------------------------------Serious about getting the trading results you deserve?If you're serious about getting the trading results you deserve, don't leave it to chance. Head over to tradinggame.com.au and grab your free trading plan template. It's going to help you trade with confidence. Make today the day you step up. Louise Bedford is a best-selling author of six sharemarket books, host of the Talking Trading podcast, and founder of TradingGame.com.au, one of Australia's leading trading education communities.For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence.www.tradinggame.com.au www.talkingtrading.com.au.FacebookYouTube TwitterLinkedIn

Don takes listeners on a journey through nearly four decades of investment advice, explaining how his thinking evolved from recommending active mutual funds in the 1980s to embracing index funds, factor investing, and eventually ETFs. Along the way, he and Tom discuss Vanguard's rise, Don's early relationship with Paul Merriman, the emergence of Dimensional Fund Advisors and Avantis, and why their recommendations have changed over time. They also address listener skepticism about fund recommendations, compare Avantis and Vanguard products, answer a tax-efficient portfolio rebalancing question from a retired couple, and debunk a marketing pitch for “layered income portfolios.”0:08 Don shares the story of his early days giving investment advice from Leadville, Colorado2:56 The active management era and why great fund managers were once considered essential3:52 Vanguard's early growth and the gradual acceptance of index investing5:38 Don discusses Vanguard sponsoring his radio show and maintaining disclosure transparency6:55 Paul Merriman introduces factor investing and Fama-French research9:10 Early Dimensional Fund Advisors portfolios and advisor-only access10:56 The rise of ETFs, Dimensional's hesitation, and Avantis' origins11:23 The 2010 ETF flash crash and why Tom and Don were initially cautious13:29 Why factor investing remains compelling despite uncertain future returns14:20 Addressing listener skepticism about Avantis recommendations16:07 Comparing AVUV and Vanguard VBR small-cap value funds17:44 Comparing AVGE and Vanguard VT global equity funds19:15 Clarifying compensation, conflicts of interest, and transparency21:27 Listener Anton asks about tax-efficient portfolio rebalancing in retirement26:03 Why holding bonds inside IRAs can improve tax efficiency27:23 Discussion of Roth conversion strategies and tax considerations30:20 Listener asks about “Layered Income Portfolios”31:05 Why income portfolio marketing pitches are often more sales than substanceQuestions? Comments? Click!

Prior Session's Trade Execution Summary Grid: Every strike brings me closer to the next home run. — Babe Ruth Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport 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: "Be Wary, Very Wary of Prophets." 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.

Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026Show Notes:REITs Are Boring And Boring Is GoodiREIT®+HOYA CapitalTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ten straight up weeks, then a sharp pullback — and if you're two to five years on either side of retirement, the fear is real. This is the Retirement Red Zone: the last mile into and out of your retirement date, and the most fragile window in your entire financial life.This week on Money On Tap, Ben Brayshaw and Dan Michelon turn last week's market-history conversation into a practical playbook for anyone near retirement: how to avoid the paralysis that wrecked so many retirements in 2008–2009, and what to actually do right now.What you'll learn:Why a 35-year-old and a 65-year-old should do the opposite thing in a pullbackThe accumulation-to-distribution switch most people don't know existsWhat history says: after 40 sharp selloffs since 1980, markets were higher 75% of the time a year laterSequence-of-returns risk — why the first five years decide everythingBuilding a 1–3 year retirement runway with ~4% cash and T-billsRebalancing a 60/40 that drifted to 75/25Diversifying away from a top-10 that's now 40% of the S&P (8 of them tech)Buffered ETFs — a 20% buffer with a 12–15% cap, explainedFoundational income, annuities, and the tax-aware withdrawal piece most firms skipPlus Money In The News:Consumer prices rose 4.2% annually in May — the highest in three years (CNBC, Jeff Cox)Elon Musk poised to become the first trillionaire — and just how much a trillion dollars really isA top JP Morgan strategist's four ways to prep your portfolio for “considerable danger” (David Kelly)Mentioned on air: Our short sequence-of-returns risk video — watch it at brayshawfinancial.com.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhat is the retirement red zone, and why does it matter? The retirement red zone is the roughly ten-year window covering the five years before and the five years after your retirement date. It matters more than almost any other period because of sequence-of-returns risk: a major market downturn while you're beginning to withdraw income can permanently damage the plan, even if the market later recovers. Two people who invest identically but retire a few years apart can end up with opposite outcomes based solely on timing. Navigating the red zone means shifting from maximizing gains to mitigating losses — stress-testing the plan, building a cash runway, rebalancing, diversifying, and adding guardrails like buffered ETFs and guaranteed income.

BlackRock Global Fixed Income CIO Rick Rieder says that investor demand for new IPOs like SpaceX can accelerate rapidly as portfolios make room for new allocations. Speaking to Scarlet Fu, Katie Greifeld and Eric Balchunas on Bloomberg ETF IQ, he also remarked that the Fed could benefit from providing less forward guidance during an easing period to create animal spirits and spur market momentum.See omnystudio.com/listener for privacy information.

Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia's productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.In this episode:00:00 – Chris changes his view on Australian small caps03:24 – Iran, the Strait of Hormuz and why energy matters08:07 – Is Australia at the top of the rate cycle?09:24 – Why Chris disagrees with consensus on US rates13:54 – The real bubble is in bonds19:17 – Will AI create a productivity boom?24:07 – Positioning the portfolio for the AI race31:23 – Australia's gas tax and energy policy debate35:51 – Gold, central banks and sovereign reserves41:23 – The most overlooked investment themes43:47 – The best business Chris has ever seen: Tether45:33 – Why Claude is his investing tool of choice46:19 – Final investing advice: know your game ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US DollarFor Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Dow Jones auf 1.000.000 Punkte? Was wie eine absurde Utopie klingt, ist reine Zinseszins-Mathematik. Doch die wenigsten halten durch. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q2Termin26 Livetrading jetzt auf: https://aktienkannjeder.de Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q2NewsYT26

In this episode we first kick off the Top of the T-Shirt Campaign Part Deux (!) for the Father McKenna Center and explain why matching funds, donated resources, and volunteers make every dollar go further. Then we answer emails from Aaron, Hostile Witness, and Jenzo.  We discuss improving on the Permanent Portfolio , managed futures, leverage, drawdowns, and why we prefer diversification over CAPE-wearing Sonias. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterDon's Work at the Father McKenna Center:  Ignatian Volunteer: DonAnnie's Work and the Father McKenna Center:  Jesuit Volunteer Corps: AnnieAaron's Portfolio Charts Article Reference:  What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios – Portfolio ChartsJenzo's Portfolio Link (2025):  Portfolio Backtester for ETFs and Asset Allocation | testfolioJenzo's Crystal Ball Link (Research Affiliates):  Asset AllocationBreathless AI-Bot Summary:A listener asks a deceptively simple question: if you could add just one thing to a well-built retirement portfolio, what would it be and what would you cut to make room? That question takes us from charitable giving to portfolio construction, because both are really about the same goal: getting more real-world result per unit of effort, risk, or dollars.We start by launching this year's Top of the T-Shirt campaign supporting the Father McKenna Center in Washington, DC. Two anonymous listeners have already pledged matching funds, and we break down why this charity “punches above its weight” through leverage: donated space, in-kind grocery support that includes fresh food, and a huge volunteer base that keeps overhead low. If you care about effective philanthropy, this is a concrete look at how structure and incentives can multiply impact.Then we move into listener mail on retirement portfolio design, including a modified Permanent Portfolio aimed at improving safe withdrawal rate and reducing cash drag. We explain what changes help and why, then give our one-asset-class answer: managed futures, funded by trimming gold. We also respond to an aggressive 75% stocks and 25% gold allocation, discuss drawdowns and factor tilts like small cap value, and talk through leveraged “stacked” funds. Finally, we address valuation-based “crystal ball” forecasts and why we'd rather diversify across equity styles and true diversifiers than try to time markets.If this mix of risk parity investing, retirement income strategy, and practical diversification helps you think more clearly, subscribe, share the show with a friend, and leave a review where you listen.Support the show

When BlackRock needed to tokenize their first fund, they called Securitize. When the New York Stock Exchange decided to trade stocks 24/7 on-chain, they called Securitize. In this interview, CEO Carlos Domingo reveals why the DTCC is repeating the same fatal mistake the telecom companies made when WhatsApp arrived, why the banks actually need the Clarity Act far more than crypto does, and what happens when AI agents start trading tokenized assets in real time. Carlos breaks down the Jump Trading partnership, how atomic swaps are replacing T+1 settlement, why BlackRock choosing Securitize changed everything for institutional adoption, and his vision for a future where tokenized stocks, ETFs, and AI-powered portfolios all live in one wallet — and you don't even know you're using a blockchain. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trend following has long promised and delivered diversification, crisis protection and uncorrelated returns. Yet many investors still struggle to hold it through difficult periods. In this conversation, Andrew Beer and Eric Crittenden explore why that gap exists and how combining trend following with equities may create a more durable portfolio. Together with Niels Kaastrup-Larsen discuss the rise of managed futures ETFs, the debate between simplicity and complexity in systematic investing, and why algorithmic discipline allows investors to act when intuition fails. The episode also examines portfolio construction, product design and the evolving role of alternatives in a changing investment landscape.-----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 Andrew on Twitter.Follow Eric on LinkedIn.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor series and the week's guests02:19 - Eric reflects on recent market trends and challenging periods for trend followers03:15 - Andrew shares optimism about AI, innovation and technological progress06:25 - Elon Musk, SpaceX and the future of technological disruption09:22 - The evolution of managed futures ETFs and the growing demand for alternative strategies15:58 - How ETF liquidity works and why portfolio construction matters19:40 - The case for combining equities and trend following into one portfolio21:37 - Eric explains the philosophy behind his multi asset approach31:15 - Product design, allocator behavior and why diversification often fails in practice40:44 - Simplicity versus complexity in systematic investing46:58 - Why elegant models often fail in real world markets57:05 - Sharpe ratios, diversification and combining multiple return streams59:52 - Andrew introduces the idea of Contrarian Tactical Alpha01:02:55 - Eric on algorithmic discipline and why trends are uncomfortable to follow01:05:26 - Final thoughts on trend following, risk management and portfolio constructionCopyright © 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

We take a closer look at the exposure you're getting with some of the most popular ETFs in Australia.You can find the full article here.Shani's article on concentration is here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.Get 50% off your first two months of PocketSmith's Foundation or Flourish plans here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Warren Ingram and Pieter de Villiers discuss strategic investment choices, tax-efficient savings, and financial planning for expatriates and young investors. The conversation covers diversified ETFs, tax-free accounts, and offshore investments, providing practical advice for long-term wealth building.Chapters: 00:00 Introduction and Episode Purpose00:24 Listener Questions and Engagement01:12 Investing in MSCI ACWI ETF for Long-Term Growth02:05 Maximizing Tax-Free Savings and Contribution Limits02:47 Choosing the Right Diversified ETF for Retirement05:44 Funding Education with Tax-Free Accounts07:23 Managing Investment Risks for Short and Long Term09:37 Teaching Kids Financial Literacy and Involving Them in Investments10:28 Expat Investing: Tax and Currency Considerations13:17 Importance of Tax Planning for International Investors14:34 Understanding MSCI All Country World Index (ACWI) and JSE16:18 US Domicile ETFs and Tax Implications17:41 Asset Allocation and Global Diversification Strategies18:39 Retirement Contributions and Offshore Income20:00 Managing Offshore Investments and Tax Laws21:50 Final Advice and Encouragement for InvestorsLearn more about Prescient Investment Management here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit through Ethereum even if the protocol fails, why the RFQ model is the key to bootstrapping liquidity for pre-IPO and RWA perps, and why getting Citadel and US institutional capital on chain is the biggest unlock the perp market hasn't hit yet. He's working with the CFTC to make that happen.Vladimir Novakovski is CEO of Lighter, a decentralized perp exchange built on top of Ethereum with an institutional-grade security-first architecture.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:37 Perp Market Awareness Today03:26 Pitching Institutions On Lighter05:28 Ethereum Security And Escape Hatch07:54 How Market Makers Stay Comfortable11:17 How Lighter Bootstraps Liquidity12:35 Pre-IPO Perp Durability15:37 Build In-House Or Composable19:29 US Regulatory Path For Perps23:29 CFTC Innovation Council Insights26:39 Questions For Commissioner Hester Peirce28:07 Team Culture And Miami Office32:26 Founder Decision Making Framework34:46 AI Agents And Lighter's Stack37:30 Perps Market Structure Long View41:21 Power Law Or Distributed Market?Guest Socials:Vladimir Novakovski X: https://x.com/vnovakovskiLighter X: https://x.com/Lighter_xyzLighter Website: https://lighter.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

In this video, I'm breaking down the EXACT 3 ETFs you need to build real, lasting wealth — even if you only have $5 to start. No picking stocks. No watching CNBC. No finance degree required.I'm pulling back the curtain on what wealthy people have been doing for decades (and never told us about), plus the ONE mistake quietly costing investors thousands of dollars every year.By the end of this video, you'll know:✅ Why your savings account is secretly making you broke✅ What an ETF actually is (cookie jar on the bottom shelf explanation)✅ The 3 ETFs that build generational wealth✅ The order to follow BEFORE you invest a single dollar✅ How to take your first step — even with $0This is the strategy I wish someone showed me when I was 25, sleeping in my car with $6.32 in my bank account. Today, it's the foundation of how I built real wealth — and it's the same strategy I'm teaching thousands of families inside my brand new book.

Discover why data storage may become SpaceX's cash cow. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

Robert and Austin talk about SpaceX breaking Wall Street's rules to be included in the Nasdaq-100, inflation printing 4.2%, and Apple's WWDC Siri AI announcement. We're also joined by Ron Santella, Managing Partner at Equable Shares, to learn more about secular growth trends, the SpaceX IPO, the bond market, and how the Fed might navigate this inflation mess. ---

Brady and John open with sports talk, covering the Knicks' dramatic OG Anunoby tip-in and the World Cup kicking off in North America Bitcoin is back near $63K, prompting a discussion of whether current drawdown conditions resemble past cycle bottoms John reviews Alex Thorn's Galaxy analysis showing that only 4 of 13 classic Bitcoin bottom signals have triggered, while the prior October 2025 top also showed only 2 of 11 classic top signals The hosts argue Bitcoin's cycles may be changing as the asset matures, with ETFs, institutional capital, and deeper liquidity potentially compressing both tops and bottoms They revisit supply-in-profit metrics, noting that the percentage of Bitcoin supply in profit has fallen to levels similar to prior cycle bottoms Brady and John emphasize long-term conviction, recurring buys, and education as the antidote to emotional reactions during sharp Bitcoin drawdowns The episode explores whether MicroStrategy's large Bitcoin holdings are a threat, with both hosts arguing that permissionless accumulation is part of Bitcoin's design, not a weakness They discuss OG coin distribution, institutional absorption, miner selling, and AI-driven market distraction as possible contributors to Bitcoin's recent 50% decline Macro coverage includes a hot CPI print, persistent inflation above target, Kevin Warsh's Fed dilemma, and why rate cuts may still arrive despite elevated inflation Brady introduces Swan's new Real Bitcoin Exchange, a first-to-market product designed to help ETF holders move from Bitcoin price exposure into real Bitcoin ownership ► 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

SpaceX finally debuts on public markets as investors weigh whether the IPO will pull capital away from Bitcoin, AI, and other speculative assets. We also cover Metaplanet's latest Bitcoin expansion, new U.S. crypto enforcement efforts, Japan's push toward crypto ETFs, and why prediction markets could see massive growth during the 2026 World Cup. Plus, miner capitulation is back in focus as Bitcoin holds near $63,000 amid continued market fear.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Ethan Hertzfeld, NYSE2. Hong Yi Chen, CFA, Portfolio Manager, Tema ETFs3. Nick Lumpp, Founder, President, RCN Wealth AdvisorsWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Prior Session's Trade Execution Summary Grid: Be content to act, and leave the talking to others. — Baltasar Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport 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: "Using Indicators to Interpret Crowd Sentiment." 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.

SpaceX has officially started trading after the largest IPO in history, giving investors their first real look at how much demand there is for Elon Musk's newly public space and technology empire.Chuck Zodda and Mike Armstrong break down the first trades in SpaceX, why IPOs often bring major volatility, and how retail investors were able to access shares through select platforms and pre-IPO funds. They also discuss renewed uncertainty around a potential U.S.-Iran deal, the growing price war between OpenAI and Anthropic, why AI costs may be forcing companies to rethink how they use different models, and Paul LaMonica of Barron's joins the show to explain which ETFs already had SpaceX exposure before the IPO.

SpaceX sale a bolsa con una valuación cercana a los 1,75 billones de dólares y podría convertirse en una de las salidas al mercado más grandes de la historia. En este episodio analizamos qué hay detrás de la empresa de Elon Musk: los cohetes reutilizables, Starlink, la nueva carrera espacial, la inteligencia artificial y la enorme expectativa que el mercado está poniendo sobre su futuro. Pero la pregunta central no es si SpaceX es una empresa impresionante. La pregunta es otra: ¿cuánto de ese futuro ya está incluido en el precio? Hablamos de IPOs, valuación, FOMO, comparación con Tesla, exposición indirecta vía ETFs y los riesgos de comprar una gran empresa a un precio demasiado exigente. SpaceX sale a bolsa: ¿Oportunidad o precio demasiado alto?

Prior Session's Trade Execution Summary Grid: Be content to act, and leave the talking to others. — Baltasar Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport 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: "Using Indicators to Interpret Crowd Sentiment." 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 episode was about going deep into managed futures and hedge fund replications but it went far beyond that as we got into the inner motives and decision process of investors, with Andrew Beer from DBi.We covered:* Replication vs. Selection: Why "copying" the big macro moves of the industry often beats picking individual winners.* The marketing "theatre" of complexity: The sleek decks, rooms full of PhDs and big models are the pitch, but they don't guarantee performance.* The Alpha-Fee Gap: How stripping fees directly translates to investor returns.* ETFs as the Great Equalizer: Why the sub-advised ETF model works institutional allocators and wealth managers alike.* Portfolio Construction: The role of CTAs (officially Commodity Trading Advisory but Andrew prefers Contrarian Tactical Alpha) in the traditional 60/40 portfolio.And a lot more…Watch it on YouTube or listen on every podcast app.A few selected quotesManaged futures are still underratedThe track record is impeccable: the most important number in this image is probably the 0 correlation with the S&P 500. And DBi is a resounding success, with around $8bn in AuM. Yet the market share and mind share of these strategies still feel relatively small.“The ratio between diversification benefit and love in this thing is astonishing. This is a much better diversifier than the vast majority of the hedge fund industry, and people keep throwing their money at things that statistically have not been worth it.”The core value proposition of managed futures  "We would have zero correlation to both stocks and bonds over 20 plus years. And it's a strategy that structurally seems to do the best when the markets are at their worst, because that's when things really move outside of the range of expectations."Simple. But that doesn't mean advisors embrace it.“People invest in what they like. The people I'm talking to — they went into a job to pick hedge funds. They like their jobs. They don't really want to hear somebody coming along and saying, 'I think you've been overpaying for the past 10 years."The appeal of complexity (for a certain audience) "A lot of their investors have historically liked the complexity of it. You're pitching to people who want to come into the office and hear people tell them about all the statistical nuances of what they're doing... It's interesting and it's fascinating and you're talking to people with PhDs.” Replication beats Complexity But is replication the right word?“The way we came at the space was basically to say, we're not gonna try to do what these guys do with all the complexities and all the costs and everything else associated with it. We're really just gonna study what they do. That's what replication does. There are 20, 30 funds out there that each of with hundreds of underlying positions, and they're constantly changing it. We're gonna look over some, and we're going to try to figure out what are the big macro themes that they've picked up on and we're just going to mimic that. And, what's astonishing about it is that it's so efficient that since we started, we've outperformed virtually every large hedge fund that does this net of fee”Is it simplification rather than replication? Or minimalistic replication?We discussed extensively, how the narrative and the words that go without it are still being shaped in the managed futures space.About Andrew Beer:Andrew D. Beer has over thirty years of experience in the hedge fund industry. He serves as the co-Managing Member at DBi, a pioneer in hedge fund replication, and is co-Portfolio Manager of the firm's investment strategies.https://www.linkedin.com/in/andrewdbeer/https://dbi.co/Related episodes:About the Investology podcast:Investology is the investment management intelligence show. Where innovators, investors, authors and experts discuss the future of investment management beyond the hype.Listen on every podcast platform, or watch on YouTube.An episode produced by Orama:https://orama.tv/Thought leadership & sales enablement videos & podcasts.About George Aliferis:Founder or Orama, ex-banker, ex-sales, working at the intersection of investment management, media & marketing.LinkedIn: https://www.linkedin.com/in/george-aliferis/Other Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Orama's newsletter & Unsloppable podcast for marketers and revenue teams in complex industries, like investment management: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In this episode, we are joined by Morley Conn, Director of Sales and Strategy, ETF Services at Scotia Global Banking and Markets, for a deep dive into the mechanics of the ETF ecosystem. With more than 30 years of experience across equities, foreign exchange, and money markets, Morley pulls back the curtain on the creation and redemption process, ETF liquidity, block trading, market making, and the often-overlooked infrastructure that allows ETFs to trade efficiently every day. We explore how authorized participants and market makers facilitate liquidity, why ETF liquidity is driven by the underlying holdings rather than trading volume, and how large institutional ETF trades are executed. Morley also explains the differences between Canadian and U.S. ETF markets, discusses common misconceptions investors have about ETF trading, and shares practical advice for retail investors seeking better execution. This conversation offers a rare look at the operational machinery behind one of the most important innovations in modern investing. Key Points From This Episode:   (0:04) Introduction to Morley Conn and his role in ETF market making. (4:29) The key participants in the ETF ecosystem: issuers, custodians, market makers, advisors, and dealers. (5:53) What market makers and authorized participants actually do. (7:03) How ETF creation and redemption works and why it matters for liquidity. (10:58) How ETF portfolio management differs from traditional mutual fund management. (12:44) Why ETF trading volume often greatly exceeds primary-market creations and redemptions. (13:35) The capital gains refund mechanism and its relationship to ETF trading activity. (16:04) What happens when ETF market prices diverge from net asset value (NAV). (18:24) Lessons from the March 2020 bond ETF dislocations and what they revealed about market pricing. (19:16) How market makers price ETFs when underlying securities are illiquid or difficult to value. (20:38) Managing ETF market-making risk when underlying markets are closed. (21:35) The major factors that influence ETF bid-ask spreads. (23:26) Why market makers prioritize trading volume and investor experience over wide spreads. (26:45) How large ETF block trades are executed and hedged behind the scenes. (29:26) Why ETF liquidity is determined by the underlying holdings rather than visible trading volume. (30:43) The difference between NAV trades and at-risk trades. (32:46) How market makers contribute to the development of new ETF products. (34:20) Best practices for retail investors when trading ETFs. (37:34) Factors that determine when block trades make sense. (38:46) Why pricing ETF blocks is both an art and a science. (43:14) What happens when an ETF is shut down and how investors are affected. (46:22) The balance between retail and institutional participation in the Canadian ETF market. (48:27) How institutions and retail investors use ETFs differently. (51:23) Key differences between Canadian and U.S. ETF markets. (54:56) ETF tax efficiency in Canada versus the United States. (56:23) Common misconceptions investors have about ETF liquidity and assets under management. (1:00:13) How CRM3 total cost reporting could influence ETF adoption in Canada. 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/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)  

Don and Tom tackle rising bond yields and the anxiety they create for investors, explaining why higher bond yields mean lower bond prices and why recent moves in long-term Treasury rates have sparked comparisons to the period before the 2008 financial crisis. They discuss inflation fears, interest rate policy, and why investors should be cautious about reading too much into bond market movements as predictors of future stock returns. The conversation reinforces the role of bonds as portfolio stabilizers rather than return generators, particularly for retirees. They also answer a listener question about covered-call ETFs, explaining how option premiums create income, why the strategy isn't “magic money,” and the tradeoffs between yield, complexity, and risk. The episode closes with a correction involving Robert Wagner and Robert Conrad and a humorous detour into reverse-mortgage celebrity spokespeople.0:05 Bond investing versus “bondage” and why bonds are suddenly making headlines1:07 Rising Treasury yields and concerns about the bond market2:30 Why investors compare today's bond yields to conditions before 20083:00 Bond prices, bond yields, and the inverse relationship between them3:51 Inflation fears, energy prices, and their impact on bonds5:50 Global bond market pressures and rising yields in Britain7:06 Federal Reserve rate expectations and inflation control7:51 Lessons from the bond market collapse of 20228:36 Can bond market activity predict future recessions or market declines?10:06 Why geopolitical events often fail as market-timing signals10:31 Why own bonds when long-term returns have been disappointing?11:03 The role of bonds in diversification and retirement portfolios12:06 Using bonds as a spending reserve during stock market declines13:07 Listener question: How covered-call ETFs generate income14:18 Covered-call basics and selling options against stocks17:26 Risks, costs, and limitations of covered-call strategies19:38 Evaluating JEPI and the tradeoff between yield and volatility21:22 Listener correction: Robert Wagner versus Robert Conrad24:01 Reverse-mortgage spokespeople and celebrity rankings25:34 Why making a top-five list may be life's greatest achievementQuestions? Comments? Click!

Crypto News: Jim Cramer continues being bearish on Bitcoin. BlackRock and Fidelity are quietly turning bitcoin ETFs into a two-firm market. Mastercard has launched a payment system designed for AI agents to transact autonomously, with Coinbase, Ripple ,Solana and polygon among 30+ partners already signed on.Brought to you by

Bitcoin just triggered the signal that has marked every previous bear market bottom — half of all circulating BTC supply (roughly 10.5 million coins) is now trading at a loss per Glassnode/K33 Research, the first time this has happened since the late 2022 cycle low. But realized losses over the last 30 days sit at just 187,000 BTC versus 1.2 million after the FTX collapse, meaning capitulation hasn't actually hit yet. Meanwhile, Japan just delivered the biggest bullish policy shift of 2026 — reclassifying crypto as financial products, slashing the tax rate from 55% to 20%, and opening the door to spot crypto ETFs. Add Wall Street dumping $10.8 billion of tech stocks last week (largest tech outflow ever recorded), SoftBank trying to borrow $6 billion against its OpenAI stake just to keep funding OpenAI, Warren's Hail Mary to delay tomorrow's $75B SpaceX IPO, and the historical reality that the 10 biggest IPOs in history dropped 35% in their first six months — and today's setup may be the cleanest historic bottom signal we've seen in three years. We break down whether the supply-in-loss signal actually holds, why capitulation hasn't fully hit yet, what Japan's bombshell means for the bull case, and which catalysts could trigger the real cycle bottom before $50K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we cover the continued institutionalization of crypto as BlackRock moves closer to launching a Bitcoin income ETF, Japan advances legislation that could pave the way for crypto ETFs, and the CFTC proposes new oversight rules for prediction markets. We also examine the rapid growth of real-world asset tokenization, which has now reached nearly $29 billion, alongside a stablecoin market that has expanded to roughly $320 billion.Matt also discusses Singapore's DBS Bank launching tokenized gold products, why tokenization may be the most important trend in crypto today, and whether a potential SpaceX IPO could pull speculative capital away from Bitcoin, AI, and other risk assets. Finally, we review the latest crypto prices, Bitcoin's recovery above $62,000, and why the real story may not be price action at all, but the continued buildout of crypto infrastructure happening behind the scenes.Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.

FAÇA SUA PRÉ-MATRÍCULA PARA O LEGADO (16 produtos pelo preço de 1)Abra sua conta na Coinbase, uma das exchanges de cripto mais seguras do mundo, e ganhe R$50 em BTC na sua primeira compra de R$1.000Descomplique seu IR com a MyprofitVocê conhece os ETFs e fundos do Grupo Primo?Nos últimos anos, começamos um processo de transformação na forma como o investidor brasileiro investe — indo de fundos de previdência a estratégias mais modernas de alocação, incluindo o nosso ETF de renda fixa, o GPCA11.Nosso ecossistema de ativos vem se desenvolvendo com o objetivo de oferecer melhores opções para o investidor brasileiro, combinando eficiência, diversificação, custos competitivos e maior inteligência na construção de carteira.Em um cenário de inflação e juros ainda relevantes, entender como proteger e construir patrimônio ao longo do tempo se torna essencial — e é nesse contexto que soluções mais eficientes, como ETFs de renda fixa de baixo custo, ganham cada vez mais importância.Mas afinal: como esses produtos funcionam na prática?Qual é o mais indicado para cada perfil de investidor?E como eles se organizam dentro de uma estratégia de investimento mais ampla?Apesar de serem instrumentos cada vez mais presentes no mercado, ainda existe muita dúvida sobre estrutura, funcionamento e custos desses produtos — e entender isso pode mudar completamente a forma de investir.Para responder essas e outras perguntas, recebemos Guilherme Cadonhotto, Head de Alocação da Grão.Ele será transmitido nesta quinta-feira, dia 11/06, ao meio-dia, no canal Os Sócios Podcast.Hosts: Bruno Perini @bruno_perini e Malu Perini @maluperiniConvidado: Guilherme Cadonhotto @gui.cadonhotto

Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affect prices, why AI earnings may be more circular than investors think, what could break the current market narrative, and why the economy feels much weaker for many households than the headline data suggests.Michael Green Twitterhttps://x.com/profplum99Simplify Asset Managementhttps://www.simplify.us/Topics covered:Why the SpaceX IPO has turned passive investing into a mainstream market structure debateHow index committees and passive flows can influence individual stocksWhy low float, Nasdaq demand and passive buying could create unusual IPO dynamicsHow new AI-related equity issuance could change the supply-demand balance in the stock marketThe research behind passive flows, market impact and cap-weight concentrationWhy Mike thinks passive buying explains more of mega-cap outperformance than AI fundamentalsThe circular financing risk in AI, including Nvidia, CoreWeave, Google and AnthropicWhy buy-the-dip flows, ETFs, CTAs and vol control funds matter for market directionHow headline economic data can miss household stress, second jobs and lost purchasing powerWhat Mike is watching to see whether the AI trade and market narrative are starting to breakWhy AI may be hugely valuable to consumers before it creates major business productivity gainsHow companies may eventually redesign business models around AI rather than simply automate tasksWhy SpaceX wealth creation could seed the next generation of competitorsHow inflation, gasoline prices, low savings and a K-shaped economy are affecting consumersTimestamps:00:00 Passive indices, AI profits and why this market feels different04:07 Why SpaceX changed the passive investing debate08:01 The research behind passive flows and market impact12:16 Why Mike thinks passive flows explain mega-cap strength16:18 ETF flows, buy-the-dip behavior and bubble dynamics20:28 Why economic data can miss household stress25:13 Bubble warnings, CAPE and what investors may be ignoring29:17 AI as a consumer advice engine versus a productivity revolution33:29 How businesses may redesign themselves around AI37:51 Why IPO wealth may create the next generation of competitors42:06 Mike Green's upcoming book on passive investing and market structure

The SpaceX IPO may be one of the most anticipated market events of the year, but does that mean investors should rush to participate? In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA challenge some of the biggest assumptions surrounding IPOs, including the belief that buying on day one means getting in early. They explore what history says about IPO performance, why patience can be an advantage, and how investors can gain exposure without getting caught up in the news headlines. They also unpack the market's recent volatility, the surprising sector shifts happening beneath the surface, and why they believe that adaptability is the key to long-term investment success.   Episode Timeline/Key Highlights: 00:00 - Cold Open And Disclosures 00:27 - AMA Format And Today's Two Questions 01:30 - SpaceX IPO Hype Vs Reality 04:35 - IPO Returns Stats And Lockup Pressure 1255 - Institutions, Allocations, And Retail FOMO 17:35 - Index Funds, ETFs, And Long-Term Exposure 23:53 - Market Volatility And Sector Whiplash 26:52 - Earnings Strength And A Data Process 30:47 - REIT Trivia, Listener Questions, And Subscribe     Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures       Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com 

Prior Session's Trade Execution Summary Grid: To acquire knowledge, one must study; but to acquire wisdom, one must observe. – Marilyn vos Savant Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport 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: "Finding Your Own Ah-Ha Moment!" 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.

Welcome to the Minority Mindset Show! Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

Nearly every major index is at a record high — and everyone's asking the same question: is this the beginning of something great, or the end of something that's gone too far?This week on Money On Tap, Ben Brayshaw and Dan Michelon take that question apart with 75 years of market history, a few statistics that genuinely surprised them, and a clear look at what a record high means for you — whether you're decades from retirement or already drawing income.What you'll learn:The Fidelity data showing investing at an all-time high beats investing on a random dayWhy a record high is usually a signal of a healthy economy, not a topA walk through 1982, 1987, 1995–1999, 2000, 2009, and 2020Why today's AI market looks more like 1995 than the 2000 dot-com bubbleWhy timing the market is a loser's game — and why taking profits isn't fearSequence-of-returns risk — why the first years of retirement decide everythingBuffered ETFs — staying in the market with downside guardrailsAnnuities with lifetime income and long-term-care ridersPlus Money In The News:American financial literacy hits a 10-year low — U.S. adults answered just 47% of the TIAA Institute's 2026 questions correctly (Yahoo Finance, Kerry Hannon)America's data-center build-out falls behind schedule — Google's $80B equity raise and what it signals about AI's real cost (WSJ, Katherine Blunt)Exxon chief warns oil could spike to $160–$170 a barrel as strategic reserves run thin (Fox Business, Robert McGreevy)Mentioned on air: Our short sequence-of-returns risk video — watch it at brayshawfinancial.com.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhat is the retirement red zone, and why does it matter? The retirement red zone is the roughly ten-year window covering the five years before and the five years after your retirement date. It matters more than almost any other period because of sequence-of-returns risk: a major market downturn while you're beginning to withdraw income can permanently damage the plan, even if the market later recovers. Two people who invest identically but retire a few years apart can end up with opposite outcomes based solely on timing. Navigating the red zone means shifting from maximizing gains to mitigating losses — stress-testing the plan, building a cash runway, rebalancing, diversifying, and adding guardrails like buffered ETFs and guaranteed income.

How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds.Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Discover the 2 reasons why SpaceX's price may act differently than other IPOs.  Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)  

Don and Tom examine the coming wave of blockbuster IPOs, including rumored offerings from SpaceX, Anthropic, and OpenAI, and explain why investor excitement often leads to disappointing results. Drawing on research from Dimensional Fund Advisors and examples such as Uber, Facebook, and Groupon, they discuss the historical underperformance of IPOs and the dangers of buying into hype. They then answer a listener's question about assets-under-management fees, explaining the broader planning, tax, behavioral, and retirement services provided by fiduciary advisors beyond portfolio construction. The episode concludes with a look at the growing number of highly speculative ETFs, including UFO-themed and meme-stock funds, and a warning that investors should focus on diversification and discipline rather than chasing the latest financial product.0:05 Summer IPO mania: SpaceX, Anthropic, OpenAI, and the hype machine1:24 SpaceX's massive valuation and why investors are excited3:05 Anthropic and OpenAI join the trillion-dollar IPO conversation4:29 Comparing today's IPO wave to the dot-com boom5:09 Why hot IPOs are usually a bad investment6:27 Dimensional research on IPO underperformance and liquidity concerns7:51 Uber, Facebook, Groupon, and other IPO cautionary tales8:50 Why even great companies can be poor investments at the wrong price9:45 Why disciplined firms delay adding IPOs to portfolios10:59 How to submit questions to Talking Real Money13:17 Listener question: Is a 1% AUM fee really worth it?15:20 What advisors actually do beyond portfolio management16:44 Vanguard's research on advisor value17:12 Why large portfolios shouldn't pay a flat 1% on all assets18:24 The emotional and behavioral benefits of professional advice20:29 How advisors help investors stay diversified21:45 The explosion of bizarre new ETFs22:49 UFO ETFs, meme-stock funds, and speculative product launches25:05 Why investors should be skeptical of niche ETFs and high feesQuestions? Comments? Click!

In episode we answer emails from Nick, Patrick and Aaron.  We discuss matching goals with portfolios for an early FI person, review an Early Retirement Now blog post about diversification misperceptions, and discuss using STRIPS funds instead of regular treasury bond funds.Links:Early Retirement Now Blog Post:  How to "Lie" with Personal Finance - Part 3: Diversification - Early Retirement NowLarge Cap Growth and Small Cap Value Long Term Comparison:  Asset Analyzer for ETFs, Stocks, and Funds | testfolioPortfolio Comparison With Sharpe and Sortino Ratios:  Portfolio Backtester for ETFs and Asset Allocation | testfolioBreathless AI-Bot Summary:Retiring early doesn't magically change the laws of investing, but it does expose your real priorities fast. We read an email from a 35-year-old on the FIRE path with a $1.5M portfolio, a conservative 3.5% withdrawal rate, and a not-so-conservative 100% stock allocation. That mismatch opens up the biggest theme we keep coming back to: your portfolio tells the truth about what you value, whether that's sleeping well at night or trying to out-run every bad decade and still “win” against the S&P 500.From there, we tackle a common myth in the early retirement community: that a longer retirement means you need a completely different approach. We argue the first 10 years are the make-or-break window for sequence of returns risk at any age, while the true long-horizon enemy is inflation. That leads to a practical discussion of cash drag, why holding too much cash or short-term bonds can quietly reduce outcomes, and why a risk parity style portfolio can trade a bit of upside for shallower drawdowns and more predictable behavior across tough markets.We also respond to a listener who asks about a blog post attacking “exotic” diversification, breaking down what diversification really means (hint: not counting ETFs) and why correlations shift across economic regimes like recessions and inflation shocks. Finally, we answer a question on Treasury STRIPS funds like EDV and ZROZ: when they're useful, why they can feel like leverage, and how volatility matching and position sizing matter, especially after a 2022-style rate move. If you find this helpful, subscribe, share the show with a fellow DIY investor, and leave a rating or review so more people can find it.Support the show

Could digital credit actually be making Bitcoin's bear market milder? In this episode, Strive CEO Matt Cole tells Brandon Green that new, non-Bitcoiner capital flowing into instruments like SATA and STRC is providing real "dip support" for Bitcoin. He walks through the three-to-five-year institutional adoption curve, why ETFs accelerate in year three, and how 2027–2029 could set up an institution-driven bull market. Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: https://2027.b.tc

This week on Market Mondays, we broke down everything from the Knicks' impact on MSG stock to the future of AI, Bitcoin, ETFs, and the biggest opportunities shaping the next decade.We discussed why market volatility creates opportunity, what Trump's latest AI comments could mean for investors, OpenAI IPO speculation, the AI race with China, and whether Bitcoin's long-term thesis remains intact. We also covered BlackRock's ETF strategy, Ethereum's role in tokenization, the rise of one-click portfolios, and why Eli Lilly just joined the trillion-dollar club.Plus, we gave our thoughts on SpaceX IPO rumors, CrowdStrike's pullback, Marvell's momentum, MicroStrategy's Bitcoin strategy, and how to build a portfolio designed to win in the AI era. If you're serious about investing, wealth building, and staying ahead of market trends, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #Bitcoin #AI #ArtificialIntelligence #OpenAI #BlackRock #Ethereum #ETFs #TechStocks #WealthBuilding #Finance #InvestingEducation #earnyourleisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week we talk about initial public offerings, Anthropic, and investment flywheels.We also discuss AI, financial entanglements, and backstops.Recommended Book: Superconvergence by Jamie MetzlTranscriptAn initial public offering, or IPO, is what happens when a private company goes public and starts selling shares of itself, occasionally to just institutional investors like banks and sovereign wealth funds, but usually also to retail investors, which means normal people who buy stocks as part of their investment strategy.Often private companies go this route, go public, because it's one of the primary ways of gleaning new, oftentimes large inflows of money, and that money can then be used for investments in assets for the company, but it also allows employees who have shares in the company as part of their compensation to cash out, to get paid possibly a huge bonus for all their efforts, and it's often a means by which executives garner huge paydays for themselves, because they can now sell their accumulated shares, or borrow against them, or because they have something in their contract that says they get x amount of bonus money or new shares if they take the company public, or achieve a certain valuation goal—and going public is a good way to do that.This is also one of the primary ways investors in a company, whether that's a bunch of smaller seed investors or big-name venture capitalists, to get their money back; the 10 or 100x-ing of their investment, getting ten or 100-times the money they put into the company, generally happens through an IPO, because it can balloon the valuation of that company, and it gives them a more conventional and reliable way of getting money back for their shares: they can just sell those shares on the open market.So an IPO allows a private company to make shares of itself available to others, on scale. And the ‘initial' part of initial public offering points at the early days of the process, during which the baseline price of a share of stock is established.A fairly arcane and complex process has emerged around this, and it's an entire industry at this point, with some institutions specializing in taking companies public, helping them get as high an initial price on that stock as possible. They also help them leap all sorts of regulatory hurdles set by the Securities and Exchange Commission, if they're going public on a US exchange, at least, other bodies handle such things in other countries, and these going-public entities, called underwriters, which are usually investment banks, also typically have their own stake in the matter, earning compensation through a fee called a ‘gross spread,' which is the difference between a discounted rate on the stock and what the stock is sold for on the open market on that first day it's available.What I'd like to talk about today is a wave of very closely watched unusual, impending IPOs that are coming later this year, and one of them in particular that looks to be even more unusual than the rest.—SpaceX, OpenAI, and Anthropic are three of the largest companies in human history; on paper, at least.And that's an important caveat. Market valuation for private companies is generally determined by how much investors are willing to spend on a percentage ownership of the company. So if you start a lemonade stand and I offer to buy 1/10th of that lemonade stand from you for $100, that implies, using this logic, that your lemonade stand has a valuation of $1000; 10 times that $100 that I offered to pay you.Such valuations are also informed by independent analyses from outside experts and institutions. SpaceX, for instance, pre-IPO, is estimated to be worth somewhere between $780 billion and nearly $2 trillion, depending on who you listen to, based on their assets, their potential future earnings, and any advantages they might have in the markets in which they operate.AI company Anthropic is estimated to be worth something like $965 billion, based on a May 2026 series H funding round, through which it raised $65 billion; based on that funding round, the calculations were done, and just shy of a trillion dollars is what the math says the company is worth, though some outside analyses say it's worth a bit less than that, while others suggest it's maybe closer to $1.4 trillion.OpenAI, a direct competitor of Anthropic, is valued at about $100 billion less than Anthropic based on its most recent $122 billion funding round, but again, analyses put the company's actual value, what people and investors would pay for it on the open market, all over the place.Each of these companies have different variables acting upon them heading into a period in which it's expected that all three will IPO.OpenAI kicked off the current AI race, for instance, but it's burning money at an incredible rate, and has yet to make a profit, losing billions per year, and will probably continue to lose billions each year for a while into the future.Anthropic, on the other hand, offers a similar product as OpenAI, but is projected to post its first quarterly operating profit of just over half a billion dollars in Q2 2026, making it one of the first frontier-model-making AI companies to make a profit, as most of these companies are investing so heavily in research and infrastructure like data centers that they're still in heavy cash-burn mode.SpaceX is distinct from these other two also high-flying, cash-burning tech companies in part because of its colorful and controversial owner, Elon Musk, and in part because it's a rocket launch company that also sells internet services beamed down to earth from satellites, and until recently, most of its reliable income has come from that single offering, selling internet access. But it also recently had X, formerly called Twitter, a social network, and an AI company meant to compete directly with OpenAI and Anthropic, called xAI, folded into it.So it's now a multifaceted company with several edgy, but somewhat mature and difficult to compete with offerings, most of which make no money, but all of which in theory at least kinda sorta orient around AI and other sci-fi goods and services.The surge in interest and investment in AI over the past several years led to a pivot for most of Musk's companies, and that led to the merging of the smaller xAI and X into SpaceX, which was the only really profitable company of that trio of companies, and that merging, until just recently, made SpaceX unprofitable, as well.Because of the unprofitability and relative unpopularity of xAI's offerings, like the controversy-ridden Grok chatbot, SpaceX has recently taken to leasing out its data centers to competitors, like Anthropic and Google, each of which are paying around a billion dollars a month to use some of SpaceX's data center capacity, which xAI hasn't needed, because of the unpopularity of Grok, for their own AI services. That, in turn, has suddenly made SpaceX a little bit profitable, which is important for reasons I'll get into momentarily.This portion of the US-based AI industry is kind of a tangle in many ways, all of these companies competing, but also intersecting and overlapping, often investing in each other and in the infrastructure that underpins them, while also being invested in by those same infrastructural entities. And these three companies' IPOs are being seen as something of a weathervane, their success or failure, and the degree to which they succeed or fail hinting at the direction of this industry, and whether or not this is a financial bubble that will soon, or eventually, pop.There are hints that those at the top of these companies are attempting to hedge their bets, in case their IPOs don't do what they need them to do, or don't do what they need them to do at the right magnitude.Sam Altman, OpenAI's also fairly controversy-ridden CEO, has been very close with US President Trump, and has reportedly been holding meetings about the possibility of the US government taking a significant stake in OpenAI, and maybe other AI companies as well. The idea here is that US funds, so taxpayer dollars, would be invested in these companies, and that would tie the companies more closely to the US government, which could be beneficial if these companies then increase in value, making the US government a profit on that investment. This would be beneficial for the companies, in turn, because they would basically be backstopped by the US government; the US would be more likely to help them stay solvent to avoid losing that invested capital, with its regulations and laws related to AI, but it would also make these companies too big and too important to fail, giving them a lot of leeway in how they behave and compete, or fail to, from that point forward. And if they do still fail, the US taxpayer would be paying for a significant portion of that loss while those in charge, investors and the higher-ups of these companies, would walk away with a bunch of money.SpaceX is taking another approach to IPO bet-hedging, by asking top US stock indices, like the Nasdaq 100 and S&P 500, which track top stocks, ‘top' designated by value, but also other metrics, usually related to stability and profitability, to ignore some of those other metrics and allow SpaceX entrance into their indices more rapidly than would typically be allowed.These indices are meant, in part, to help protect investors from volatility. High-flying startups might surge at the beginning, immediately after their IPO, but then fizzle out when it becomes clear their fundamentals aren't good, and they're not actually a solid investment, long-term.What SpaceX wants is to be allowed into this club of valuable, long-term profitable and stable companies, because it is big and flashy and might have the largest IPO in history. And if these indices don't want to be left out of all that, the argument goes, they should allow SpaceX into their club, regardless of those long-time rules of admittance.Nasdaq, which runs the exchange where SpaceX will be listed, agreed to a rules change in May of 2026 that will allow large private companies, like SpaceX, that go public on their exchange, fast entry onto the Nasdaq 100 list.This change of rules was made exclusively for SpaceX, and it could have a significant impact on the company's IPO, because many index funds and exchange-traded funds, ETFs, track the Nasdaq 100, which means they balance their portfolio based on what's in the Nasdaq 100, keeping things relatively or absolutely proportionate to that fund.That means because of this change, a lot of everyday, passive investors, who have their retirement funds and pension plans and even their personal portfolios in index funds and ETFs that track the Nasdaq 100 will automatically end up holding some or a lot of SpaceX stock, despite it being an untested, new, currently unprofitable company. Some of these funds are automatically managed and will just buy SpaceX because that's what they're programmed to do, and others are managed by humans, but because they've promised their customers to keep their funds aligned with the market, more money going into SpaceX means they'll be inclined to join the club and buy a bunch of SpaceX, as well. And because of how this works, the more funds buying SpaceX stock, the more funds will be required or inclined to buy; it's a sort of stock flywheel.That exposes all these investors to more volatility of the kind they maybe hoped to avoid by tracking this index, which isn't supposed to be volatile. But SpaceX's Musk was able to demand this change because, again, this is looking to be the biggest IPO in history, the company valued at $1.77 trillion dollars after the IPO. As a result, he can demand these sorts of things, and typically be listened to.Some other stock market indices have also said they would allow quick entrance to their lists for SpaceX and possibly OpenAI and Anthropic, as well.The S&P 500, however, after assessing the possibility of quick entry, has rejected the idea, saying it won't bend its rules, no matter how big these three IPOs are looking to be. That means folks with money in S&P 500-tracking funds will be protected from that initial volatility.That said those recent deals SpaceX made with Anthropic and Google nudged them into profitability, and if they can maintain that profitability for a year, post-IPO, then they'll be able to enter the S&P 500. And because Google's parent company Alphabet is a significant investor in SpaceX, they've already made money, on paper, on the deal they made with SpaceX for that datacenter capacity, paying out less than they're making back in valuation.So that tangle of relationships is likely to continue to enrich those in charge of these companies, and those who hold a bunch of shares of their stock, but it's also likely to get more of these massive, but volatile companies into ostensibly less-volatile indices, faster, which could have repercussions for the one-third of private US wealth that is currently invested in the stock market.Show Noteshttps://www.investopedia.com/terms/i/ipo.asphttps://en.wikipedia.org/wiki/Initial_public_offeringhttps://www.bloomberg.com/news/articles/2026-06-05/spacex-s-75-billion-ipo-draws-more-orders-than-shares-availablehttps://www.marketwatch.com/story/elon-musk-needs-the-cultish-support-of-everyday-investors-to-pull-off-the-massive-spacex-ipo-08e7ea49https://uk.finance.yahoo.com/news/spacexs-ipo-dream-runs-into-wall-streets-oldest-test-chart-of-the-day-114542191.htmlhttps://www.cnbc.com/2026/06/05/tech-download-anthropic-ipo-ai-valuations.htmlhttps://www.nytimes.com/2026/06/05/technology/spacex-indexes-401k.htmlhttps://nypost.com/2026/06/04/business/one-third-of-americans-wealth-is-now-tied-to-the-stock-market-a-record-high/https://arstechnica.com/tech-policy/2026/06/sp-500-blocks-fast-spacex-entry-wont-waive-rule-for-unprofitable-ai-firms/https://arstechnica.com/tech-policy/2026/06/we-pissed-off-a-lot-of-people-giant-data-center-plan-cut-50-amid-protests/https://www.notus.org/technology/trump-ai-stake-openaihttps://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

This Suze School features the audio from the webinar on June 4, 2026, where Suze sat down with Keith Fitz-Gerald, for a timely, no-nonsense conversation about today’s markets and where they believe opportunity may be hiding. Together, they talked about: stocks, ETFs, bonds, real estate, gold and so much more. Learn more about the Ultimate Scam Protection program here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.