Podcasts about etfs

Discover what to keep in a safe. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

Discover why the Circle IPO is near. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of personal finance education. Paul also gives practical investing advice, including a hands-on guide to using Morningstar's chart and comparison tools to analyze mutual funds and ETFs.Special Feature: Free Online Financial Literacy CoursePaul spotlights a fantastic, free multi-week financial literacy course led by Alan and Katie Donoghan—nationally recognized educators from the UK. This course is perfect for first-time investors of any age, as well as anyone looking to build a solid foundation in personal finance.Course Dates:The next session starts 2 June 2025 at 8pm UK time. Sessions run weekly throughout the summer.What's included: Engaging lessons on investing basics, budgeting, mortgages, and money management—delivered in a fun, approachable style.Format: Live online sessions (with replays on YouTube), each followed by an expert Q&A.Who's it for: Anyone—from college students to adults in their 40s or 50s—looking to take control of their financial future.Previous students give rave reviews: Over 15,000 people have enrolled, with glowing testimonials from participants who now feel confident and empowered about their finances.How to join: Register here for free and find the intro video and full schedule. All sessions are accessible worldwide.Morningstar Tools & Tables Referenced:Paul walks listeners through using Morningstar's chart and comparison features, specifically referencing the following funds and time periods:VFINX (Vanguard 500 Index Fund):Time period: From August 31, 1976 to May 23, 2025Used to illustrate long-term S&P 500 performanceTESIX (Franklin Mutual Shares Fund):Time period: From August 31, 1976 to May 23, 2025Compared side-by-side with VFINX to show how a value fund performed versus the S&P 500 over nearly 50 yearsDFLVX (DFA US Large Cap Value Fund):Time period: From 1993 to 2025Compared with TESIX and VVIAX for large cap value performanceVVIAX (Vanguard Value Index Fund):Time period: From 1993 to 2025Used for comparison with DFLVX and TESIXDFSVX (DFA US Small Cap Value Fund):Time period: From 2000 to 2025Compared with TESIX for small cap vs large cap value performanceAVUV (Avantis US Small Cap Value ETF):Time period: From 2021 to presentCompared with DFLVX and VVIAX for recent small cap value performanceHow Paul Uses Morningstar:On Morningstar, Paul suggests:Navigating to the “Chart” tab for each fundSelecting “Max” to see the longest available performance historyEntering ticker symbols (like VFINX, TESIX, DFLVX, VVIAX, DFSVX, AVUV) in the “Compare” box to view multiple funds together- make sure any funds being compared to the primary fund have a track record from a date at least as long as the primary fundUsing Morningstar's Chart and Compare tools:Compare VFINX vs TESIX (1976–2025)Compare DFLVX, VVIAX, and TESIX (1993–2025)Compare DFSVX vs TESIX (2000–2025)Compare AVUV vs DFLVX and VVIAX (2021–present)PDF showing the above comparisons

In this episode we answer emails from Katie, Sean, Glen, Anonymous and Kelly.  We discuss our matching campaign for the Father McKenna Center (rolled out in Episode 426), the BOXX ETF and the Rorschach test it presents, direct indexing, Risk Parity Chronicles, and the real purpose of Financial Independence and how to win at retirement and life. Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterInterview of Wes Gray about BOXX and other tax strategies:  Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri | Bogleheads On Investing PodcastKBWP at Morningstar:  KBWP – Invesco KBW Property & Casualty Ins ETF – ETF Stock Quote | MorningstarRisk Parity Chronicles on YouTube:  Risk Parity Chronicles - YouTubeThe Life of Catherine McAuley:  Catherine McAuleyBreathless Unedited AI-Bot Summary:  Money without purpose is just numbers in an account. Financial independence isn't the finish line—it's the starting point of a more meaningful journey.In this deeply personal episode, Frank Vasquez tackles sophisticated investment strategies while unveiling the philosophical underpinnings of his approach to wealth. He examines the tax-efficient BOXX ETF, explaining how it allows investors in higher tax brackets to potentially convert ordinary income into more favorable long-term capital gains. Drawing on insights from Alpha Architect's Wes Gray, Frank positions this strategy within the evolving landscape of personal finance technology, contrasting innovators against those clinging to outdated viewpoints.The conversation shifts to direct indexing—a strategy where investors replicate indices by purchasing individual securities rather than funds. Frank cuts through the marketing hype, offering practical guidance on when this approach makes sense (primarily for those in higher tax brackets) and when it's simply not worth the complexity. His personal experience with property and casualty insurance companies demonstrates selective implementation without paying unnecessary fees.Most powerfully, Frank shares the story that shaped his retirement philosophy—his aunt Sister Francine of the Sisters of Mercy. This "firebrand and hellraiser" ran schools and soup kitchens, challenged the wealthy to contribute more, and built deep community connections. When she died without money or fame, her funeral filled a cathedral with mourners—the ultimate testament to a life well-lived.What's the purpose of saving all that money if not to create meaningful impact? How might your financial independence serve something greater than account balances? Listen and reconsider what truly constitutes "winning at life."Support the show

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Vero chats with Ryne Williams—a self-taught dividend investor who started with next to nothing and built a solid portfolio over just five years. Ryne proves that anyone willing to learn can do this. He shares how ETFs and individual stocks both play a role, why he's all about balance over hype, and how to create a portfolio that can weather any market. If you're just getting started or looking to invest with more conviction, this one's packed with actionable tips and a mindset that'll keep you going for the long run. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

The latest price moves and insights with WisdomTree founder and CEO Jonathan Steinberg.To get the show every day, follow the podcast here.WisdomTree founder and CEO Jonathan Steinberg joins CoinDesk Live at Consensus 2025 with a conversation about the evolving landscape of investments as Wall Street meets Web3. Plus, the potential of tokenization and RWAs.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tom takes a break from vacationing to join Don in a deep dive on target date funds—the good, the mediocre, and the fee-loaded ugly. They break down performance data, highlight major fund differences, and remind listeners why understanding your own risk tolerance still matters. Listener questions spark advice on Roth IRAs for young investors and strategies for holding large tax payments. All with classic banter, bad jokes, and a quick jab at the Raiders. 0:04 Tom's back (briefly), and the banter's already off the rails1:42 Target date funds: the set-it-and-forget-it investing strategy3:06 $4 trillion invested—do they actually work?4:29 Performance since 2010: solid but not spectacular4:52 Fees dropping, but some funds still gouge6:06 Comparing returns: Vanguard, Hancock, American Funds, Voya7:39 Hidden loads and fees—legal, but not ethical7:59 Target date trouble: they don't know you9:03 Asset allocation assumptions can misfit your real risk9:44 Most funds overweight large U.S. companies11:14 What Vanguard 2025 actually holds (spoiler: little value)12:43 Better than nothing—but not better than customized13:38 Final take: decent for novices, but beware high fees and mismatched risk16:15 Listener Q1: Roth IRAs in only VFIAX—good idea for young investors?17:36 Why global small-cap value ETFs are a better long-term choice19:04 Comparing AVGE, DFAW, and VT—size and cost matter19:36 Listener Q2: Where to hold tax money without exceeding FDIC limits21:30 FDIC realities and alternative safe options like government money markets22:23 Tax math: fed + Illinois = close to 50% if income, less if capital gains23:52 Hidden state tax traps and EV drivers dodging gas taxes24:13 Pre-DOGE Teslas and pre-Elon excuses Learn more about your ad choices. Visit megaphone.fm/adchoices

The latest price moves and insights with WisdomTree founder and CEO Jonathan Steinberg.To get the show every day, follow the podcast here.WisdomTree founder and CEO Jonathan Steinberg joins CoinDesk Live at Consensus 2025 with a conversation about the evolving landscape of investments as Wall Street meets Web3. Plus, the potential of tokenization and RWAs.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today's alternatives landscape.

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

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

Discover which countries Americans are considering living in. Reasons and comments are from a survey, not my personal opinion. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals. We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields. Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

This episode of CFO at Home is Part 2 of Vince's conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com Key Topics: Understanding the impact of investment fees on long-term returns The difference between fee-only and fee-based financial advisors The advantages of a flat fee structure over asset under management fees The importance of unbiased fund selection for clients Trends in investment options: ETFs and index funds How to evaluate financial advisors and their fee structures Key Links: Benzina Wealth https://www.linkedin.com/in/filiptelibasa/ Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Today's blockchain and crypto news Spot bitcoin ETFs log highest volume week of 2025 U.S. judge overturns fraud convictions of Mango Markets exploiter Eisenberg Crypto investor charged in 'sadistic' kidnap, torture of Italian tourist in NYC Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we answer emails from Pete, Kevin and Dale.  We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing debate about the size and value factors and why it doesn't matter that much for constructing diversified portfolios due to Shannon's Demon, and some basics on the process for constructing portfolios moving from asset classes to specific ETFs.We also roll out our "Top of the T-Shirt" Matching Campaign to benefit the Father McKenna Center.  Please support the Father McKenna Center by visiting their website and mentioning "Risk Parity Radio" in the dedication box when donating. Your contribution will be matched dollar-for-dollar and help provide meals and services to homeless and hungry people in Washington DC.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterPete's Test Portfolios Analysis:  https://testfol.io/?s=cTkuwqvwzMSShannon's Demon Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsMeb Faber Interview of Professor Ken French:  Famed Finance Expert Kenneth French Reveals: Most Dangerous Investor FallaciesBreathless Unedited AI-Bot Summary:Ever walked into a dive bar and found unexpected wisdom? That's Risk Parity Radio—a refreshingly honest approach to investing where movie quotes mix with mathematical principles, and portfolio theory comes without the corporate jargon.In this episode, Frank Vasquez launches the "Top of the T-Shirt Campaign," where an anonymous donor will match up to $15,000 in listener contributions to the Father McKenna Center. This small but mighty charity serves thousands of meals to homeless and hungry people in Washington DC with remarkable efficiency, using a $1.5 million budget, donated space, and an army of volunteers to maximize impact.The heart of the episode tackles a fundamental investing misconception—that we include value stocks or small cap funds because they'll outperform. Frank explains that diversification isn't about prediction but about mathematical certainty: "That's Shannon's Demon. If you have two assets with similar long-term performance but they aren't fully correlated, you're better off holding both than either one alone." By splitting stock holdings between growth and value, investors create systematic rebalancing opportunities when these segments diverge—as they dramatically did in 2022, when growth cratered while value remained relatively stable.Listeners get practical portfolio construction wisdom too: start with your goals, select appropriate asset classes, then choose specific funds—not the other way around. Frank emphasizes that ETFs have made mutual funds largely obsolete for new investments, offering better tax efficiency and portability.Weekly portfolio reviews reveal gold's continued dominance (up 28% YTD) while diversified portfolios showed modest gains despite volatile markets. Risk parity approaches demonstrated their resilience, with the Golden Butterfly portfolio up 3.13% year-to-date and 38.12% since inception in 2020.Ready to build a portfolio that doesn't require predicting winners? Want to support a worthy cause while learning? This episode combines financial wisdom with practical generosity—a perfect introduction to the Risk Parity Radio approach.Support the show

The financial world stands at a critical juncture as Treasury yields approach 18-year highs and markets wrestle with conflicting economic signals. In this riveting conversation between macro strategists Jim Bianco and Jay Hatfield, hosted by Michael Gayed, we explore the counterintuitive relationship between Fed policy and market reactions that has left many investors scratching their heads.When the Fed cut rates last September, yields went up. This paradox forms the backdrop for a fascinating debate about whether higher rates might actually be the cure for higher rates. Hatfield advances his "Hopfield Rule"—the observation that housing starts falling below 1.1 million units have preceded 11 of 12 post-WWII recessions—suggesting we may be closer to economic trouble than many realize. Meanwhile, a 20% drop in oil prices this year has created what Hatfield calls "stag-deflation" rather than the stagflation many fear.The conversation takes a surprising turn when examining market influences. Bianco reveals that retail investors purchased $4.1 billion worth of stocks in just four hours following the Moody's downgrade, effectively stabilizing the market. This "do-it-yourself" investor revolution has fundamentally changed market dynamics, with retail traders wielding unprecedented influence despite focusing on just a handful of popular stocks and ETFs.Both experts offer nuanced perspectives on tariffs, inflation expectations, and the global bond sell-off. While the immediate outlook suggests continued volatility, they highlight that today's fixed income market structure offers significantly more favorable characteristics than during the initial rate hiking cycle of 2022-2023.Whether you're concerned about spiking Treasury yields, curious about the impact of retail traders, or trying to position your portfolio for what comes next, this discussion provides crucial insights from two of the sharpest minds in macro investing. Subscribe for more illuminating conversations that help you navigate these complex market conditions.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this insightful Market Mondays clip, Ian Dunlap, Troy Millings, and Rashad Bilal share essential advice for recent college graduates entering the real world. As graduation season is in full swing, many young adults are facing tough questions about finances, career direction, and how to get ahead despite an uncertain job market.The conversation kicks off with Rashad congratulating his nephew on graduating from St. John's University, then moves quickly to practical tips every grad should hear. Ian emphasizes the importance of picking solid investments early—think Microsoft, Visa, and bitcoin—and making those investments a financial priority. He also highlights the necessity of building entrepreneurial skills and considering business opportunities beyond the U.S.Rashad echoes Ian's advice, underscoring the need to develop 50-year skill sets and to explore tech-driven companies, ETFs like QQQ, and real estate. He stresses the value of learning practical skills not taught in school, especially in areas like artificial intelligence and content creation.Troy adds another layer by urging grads to understand their unique value and to carefully plan for student loan repayment. He reminds everyone to make use of networking opportunities, especially alumni associations and organizations, while focusing on what they can genuinely bring to the table.The trio offers actionable steps: Invest at least 20% of your income as soon as you can, even before paying off debt, to create long-term wealth. Build a personal brand and showcase your ideas—don't go into interviews empty-handed! Keep your living expenses low (living at home is okay!) so you can save and invest more. Build networks by staying active in alumni associations and professional groups. Learn practical, future-proof skills, including technology and AI.They also address parents, urging them to be patient as the job market is challenging—even for top tech employees. The conversation wraps up with a reminder to prioritize assets over liabilities and to stay disciplined in money habits.Whether you're a recent graduate, a parent, or someone thinking about a career pivot, this clip is packed with wisdom on building wealth, skills, and networks that will serve you for decades to come!*Timestamps:* 00:00 - Graduation shoutout and opening remarks 00:43 - First steps for new grads: investing and entrepreneurship 03:44 - Why learning tech and AI matters 06:45 - Keeping student debt low and choosing the right degree 08:19 - Creating a personal plan and value-add 10:24 - Networking, alumni associations, and the power of community 12:16 - Building your brand and showcasing your skillsDon't miss out on these foundational lessons—watch now and map out your path to success!*Hashtags:* #MarketMondays #CollegeGraduates #FinancialAdvice #InvestingTips #Entrepreneurship #CareerAdvice #Networking #WealthBuilding #PersonalFinance #AIskills #TechCareers #StudentLoans #AlumniNetworking #YoungInvestorsOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

With government plans to build a "Golden Dome" and also upgrade our Nuclear Energy capabilities, we share with you timely investment strategies in Aerospace and Defense and Nuclear Power Companies, including ETFs.  We also take a look at potential investments in Quantum Computing and give you top current stock picks from some of the best minds on Wall Street.  Happy Memorial Day Weekend! 

Discover the first two ETFs and validation in the prospectus. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)

Choosing the best brokerage firm for your investing needs might seem overwhelming, but we're here to help! Most brokerage firms now offer $0 account minimums and commission-free trades. That's the standard, not the standout.These brokerage firms really compete in their tools, features, and support. That's where your needs come into play.Your life will change. Maybe you'll buy a home, get divorced, get married, start a business, have a baby, switch careers, or start planning for a big goal like retirement or a dream vacation. Your brokerage should grow with you.To find the right brokerage firm, ask yourself:Do I want to learn as I go? Look for platforms with strong educational tools that explain the “why” behind each decision.Is it easy to use, or just easy to look at? A clean interface is great, but it should also save you time and help you take action.Do I prefer to manage money on my phone? If mobile is your main device, the app experience really matters.What kinds of investments do I want access to? Beyond stocks and ETFs, consider if you'll want funds, bonds, or retirement accounts like a Roth IRA.How much research do I need to feel confident? If you like digging into details, look for screeners, data, and expert insights.How much money am I starting with? If it's a smaller amount, fractional investing will help you buy into big-name stocks without needing big money.How involved do I want to be? If you're short on time, you might prefer a platform that offers automated investing or robo-advisors.This is your journey. The right platform should meet you where you are, and support where you're headed next. Read the best brokerage guides I've already put together:

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

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

In this week's Rise UP! Grimes and Company CEO Kevin Grimes and CFP Todd Herman join Rise Growth Managing Partner Terri Kallsen for an in-depth look at this week's Treasury markets and what rising yields really mean, managing your emotions in times of fear, and when is it really time to cash out your investments. They also dive into Bitcoin's record-breaking week and why Bitcoin could be a great investment against traditional currencies. Plus, how tariffs are affecting retail companies, their earnings, and your wallet. Chapters: 2:34 - Markets This Week (put up charts to help) 3:37 - Yields, Bonds, What Happened Wednesday, and Why it Matters 6:15 - Myopic Loss Aversion - In Other Words: How to Avoid Panicking 8:10 - How to Test Your Plan and Know if it's on Track 9:00 - How to Know When to Cash Out 9:41 - Volatility, When it's Your Friend and When it Isn't 10:58 - How Main Stream Media May Affect Your Decisions 11:25 - Tariffs and Retailers 12:40 - What Indices Grimes and Co. are Watching Closely 13:07 - What to Watch for to Know if a Recession is Near 14:15 - Rising Costs and Planning for it, Whether You are Retired, Near Retiring or Nowhere Near It 17:59 - Has Bitcoin Become a Safe Haven? 21:00 - Bitcoin vs ETFs, Portfolio Percentages and Volatility Management 24:07 - How to Accumulate Bitcoin — Entry and Exit Points 25:50 - Why Are High Yields Now a Concern? 29:26 - Are Bonds Still a Safe Haven? And How to Invest in Bonds to Build and Protect Your Portfolio 31:39 - How Do Rising Yields Affect Portfolio Strategy? 34:00 - Separating Emotions From Strategy 35:26 - What to Watch Next Week Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3SiwJBf Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #Bonds #Yields #Tariffs #StockMarket #Recession #FinancialPlanning #EconomicOutlook #PortfolioStrategy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

"What happens if your company fired you tomorrow? How would you pay your bills?" If that question makes you pause, it's time to rethink how your money works. In this episode, Jaspreet breaks down 7 smart ways to build passive income streams, even while working a full-time job: Buying rental real estate (and making it truly passive) Investing in real estate without managing it yourself (syndicates, crowdfunding, REITs) Earning dividend income from individual stocks Using dividend-paying ETFs and funds for consistent cash flow Lending money for interest (the smart way) Creating royalties through books, videos, or podcasts Licensing your content (photos, music, or videos) for long-term income Whether you want your money to work while you sleep or you're ready to turn your knowledge into royalties, this episode shows you how to get started. You don't need a ton of cash. You need strategy, consistency, and a plan. Want more financial news? Join Market Briefs, my free daily financial newsletter: https://www.briefs.co/market 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 a 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 ----------

Das Währungsrisiko: Für langfristige Anleger ein völlig unterschätztes, weil vielleicht auch zu selten besprochene Risiko in einem Aktien- oder ETF Depot. Genau deshalb möchte ich heute über dieses wichtige Thema sprechen!
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 ► Meinen BuyTheDip-Podcast mit Sebastian Hell und Timo Baudzus findet ihr hier: https://buythedip.podigee.io
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Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: -

The RBA cut rates on Tuesday and it got us thinking- when interest rates are down, what are the best places to invest? So we compiled a list of 4 ASX listed ETFs which we believe will be winners in a low rate environment. If you are feeling unsure about what a rate cut means for your portfolio, (or what a rate cut actually means in the first place), we've got you. In this episode we give you a simple breakdown of everything you need to know about interest rates, how they affect the economy and your investments. We cover: Why interest rate cut matters for investors How an interest rate cut may effect your portfolio4 ETFs set to benefit from a rate cut Why and how each of them is set to benefitLinks Referenced:

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

Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike's bold leap into secure Bitcoin lending. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public company17:16 - What SoftBank contributes beyond funding, including possible global Bitcoin adoption strategies19:05 - How Twenty One differentiates itself from MicroStrategy and ETFs as a Bitcoin investment vehicle 19:55 - Why “Bitcoin Per Share” is used to track performance instead of traditional fiat metrics 27:31 - The ownership structure and governance dynamics between Tether, SoftBank, and other stakeholders28:45 - Whether and how Strike and Twenty One will collaborate, and how CEO responsibilities are managed 31:26 - How the company navigates U.S. regulatory challenges, especially with Tether's involvement 33:07 - The roadmap for Twenty One's operational revenue beyond holding BTC35:02 - The thinking behind Strike's conservative Bitcoin-backed loans and their structure35:40 - Lessons from the collapse of other crypto lenders and how Strike avoids similar risks42:06 - The future of interest rates, accessibility, and transparency in Strike's lending products49:28 - Strike's evolving role as a Bitcoin-native financial services platform – or neobank 51:54 - How both companies aim to promote financial sovereignty while balancing ease of use 57:05 - The biggest challenges on the horizon, from regulation to competition, and how they'll be tackled Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jack's X Account. Learn more about Jack's company: Strike.  Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠SimpleMining⁠ ⁠Hardblock⁠ ⁠AnchorWatch⁠ ⁠Fundrise⁠ ⁠DeleteMe⁠ ⁠CFI Education⁠ ⁠Vanta⁠ ⁠The Bitcoin Way⁠ ⁠Onramp⁠ ⁠Indeed⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

Discover why mortgage rates are rising and what it means for housing costs. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

On this episode of Tech Talks Daily, I sit down with Gene Hoffman, CEO of Chia Network, to explore a bold new vision for digital assets, investing, and regulatory-compliant blockchain innovation.  While much of the blockchain space has struggled with regulatory clarity, Chia has taken a different path, working closely with the SEC and other regulators to ensure long-term viability for the network and its applications. With a groundbreaking joint venture called Permuto, Chia is pushing that vision even further. Permuto is set to tokenize equity investments directly on Chia's independent layer-1 blockchain. The first application? Microsoft stock.  However, rather than simply offering a digital replica of a share, the platform will divide each into separate dividend and growth certificates. This new level of granularity can reshape the way institutions and individuals think about risk, returns, and liquidity. It's particularly relevant for low-risk investors and retirees looking to isolate stable dividend income without exposure to market volatility tied to growth stocks. Gene explains how this innovation could signal the next evolution of ETFs, offering flexible investment structures powered by blockchain. He also shares why Chia's commitment to open-source technology and green consensus mechanisms has allowed it to attract serious institutional interest without compromising principles. We also discuss Gene's participation in the SEC's upcoming Crypto Task Force Roundtable, where industry leaders will explore the convergence of traditional and decentralized finance. With deep ties to the crypto community and regulatory institutions, Gene offers a rare perspective on how to scale new financial tools in today's regulatory environment responsibly. Can blockchain finally deliver on its promise of transforming capital markets in a transparent, compliant, and useful way to everyday investors? Let's find out.  

Prior to discussing his topic of the day, Paul shares his thoughts on a recent podcast featuring Truth Tellers Tom Cock and Don McDonald, joined by Weston Wellington from Dimensional Fund Advisors. Weston weighs in on some of the most critical issues facing investors right now.Here are the topics on the podcast with Tom Cock and Don McDonald-0:53 Weston Wellington on volatility and market uncertainty2:47 Why volatility is the “price we pay to play”3:32 The media's role in investor anxiety4:57 Should investors act on daily financial advice?6:15 Portfolio changes should reflect personal changes, not headlines7:24 Spam vs. Motorola: A lesson in stock picking9:44 Dimensional's stance on individual stock ownership10:02 Diversification as “the closest thing to a free lunch”11:07 Are alternative investments the new magic bullet?12:43 Mutual funds vs. ETFs—what works best and when15:27 Industry evolution: from 8% loads to indexing dominance18:29 Where Dimensional fits in the modern fund landscape21:01 AI vs. “aggregated intelligence” in managing portfolios24:04 How regular people can find real financial advice25:34 The key to success: Temperament, not timing26:44 Weston's side gig as a roving birthday singer27:58 Why Weston hasn't been invited lately (and he's lonely)Next, Paul highlights a recent article by another Truth Teller, Ben Carlson. In “60/40 Portfolio Corrections, Bear Markets and Recoveries,” Ben breaks down the differences in returns during bear markets and the bounce-back that follows. Inspired by this, Paul explores a question that doesn't get much attention: What's the impact on a portfolio when you apply a 4% fixed withdrawal rate to the nine Sound Investing equity portfolios, each with a 60/40 equity-to-fixed income split? The results may surprise you!Paul notes there's more to come on this topic, as these findings could have a real impact on how investors choose their retirement portfolios.As promised, here are the links to the Sound Investing Portfolios:50% U.S. / 50% International70% U.S. / 30% International

In this episode we answer emails from Andy, El Yama and Paulo.  We discuss a follow up to the question on margin accounts at Interactive Brokers in Episode 424, the use of SCHD fund as a large cap value fund in a risk parity style portfolio, the meaning of "safe" in "safe withdrawal rates" and the current popular obsession with international funds, as well as diversification considerations for using them.  And an upcoming appearance on the "Afford Anything" podcast.  And the famous SCTV parody "The Queen Haters."Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterSCHD Analysis on Morningstar:  SCHD Stock - Schwab US Dividend Equity ETF | MorningstarBreathless Unedited AI-Bot Summary:Dive into the murky waters of investment strategy as Frank tackles listener questions with his signature blend of expertise and irreverent humor. This episode peels back the layers on three critical investing topics that frequently trip up even experienced investors.Frank first dissects the mechanics of margin accounts at Interactive Brokers, clarifying how leverage percentages work differently when withdrawing cash versus purchasing additional assets. With characteristic frankness, he explains why brokers might offer leverage limits up to five times an account's value while emphasizing that such levels represent "way more margin than anyone really needs or would want, unless they truly have a gambling problem."The conversation shifts to dividend ETFs, specifically SCHD, which Frank analyzes not by its label but by its actual characteristics. He reveals how this fund functions effectively as a conservative value play that "sits right on the border between mid-cap and large-cap" with "an even lower average PE ratio than most value funds." This practical approach to fund classification—looking beyond marketing labels to actual investment behavior—exemplifies the podcast's commitment to clear-eyed analysis.Perhaps most valuable is Frank's demolition of several sacred cows in retirement planning. He explains how safe withdrawal rates already incorporate worst-case scenarios, making additional conservative assumptions not just unnecessary but potentially harmful. "When people are talking about 3% or less withdrawal rates, they are really just doing bad forecasting," he argues, characterizing such excessive conservatism as "essentially leaving life on the table by not spending the money when you're alive."The episode culminates in a masterful takedown of the current "fervor" for international stocks. Frank explains how currency fluctuations—not magical mean reversion—drive performance differences between markets, and why holding total market US and international funds provides minimal true diversification. "That is pretty much the least diversified way of using international funds against US funds," he notes, before offering practical alternatives for constructing a genuinely diversified portfolio across meaningful factors.Want to support the show? Consider donating to the Father McKenna Center, which helps homeless people in Washington DC. Email your questions to frank@riskparityradio.com or visit riskparityradio.com.Support the show

David Skarica discusses his book "Mega Returns: Profit from Maximum Pessimism," highlighting key themes such as the end of asset price inflation driven by excessive debt and government spending. The conversation begins with an exploration of how COVID-19 and the 2008 financial crisis fueled a period of unprecedented debt, leading to inflated asset prices across sectors. Skarica emphasized the dangers of governments overspending during COVID, particularly in the U.S., where interest payments now surpass defense budgets. A concerning sign of fiscal strain. He warned that rising debt levels globally, especially in Japan and emerging markets like Canada and Australia, could trigger a debt crisis, potentially leading to hyperinflation. Investment strategies were a focal point, with Skarica advocating for precious metals such as gold, silver, platinum, and palladium as hedges against inflation. He also suggests specific ETFs for corporate bonds and options trading as actionable strategies. Additionally, he highlighs opportunities in emerging markets, particularly India's growth potential and Argentina as a turnaround play. Green energy and technology are discussed with cautious optimism. While skeptical of some trends, Skarica identifies opportunities in green energy companies and rare earth metals. He remains cautious about cryptocurrencies like Bitcoin, noting their volatility but acknowledging their role as a hedge against dollar devaluation. Finally, Skarica underscores the importance of monitoring bond markets for signs of economic stress, particularly rising yields, which could indicate broader financial instability. His insights provide a comprehensive view of current market dynamics and actionable strategies for investors navigating a complex financial landscape. Timestamp References:0:00 - Introduction0:40 - Profit From Pessimism4:28 - Timing the Debt Mkts.8:52 - Canada & Australia11:40 - Global Bail Outs?14:44 - Revaluing Gold Res.19:23 - Corporate Debt Concerns25:01 - Trade Ideas & Theories27:28 - Opportunity Still in PMs32:52 - Platinum Metals?35:54 - Commodity Prices40:37 - Energy & Agriculture43:52 - Oil Company Risks47:32 - Emerging Markets?49:55 - Argentina?52:01 - New Technology55:05 - Bitcoin & Ethereum57:24 - G. Energy & Rare Earths1:01:08 - New Book Details1:02:16 - Wrap Up Guest Links:Twitter: https://x.com/DavidSkaricaYouTube: https://youtube.com/@profitpessWebsite: https://profitfrompessimism.com David Skarica had an interest in financial markets at an early age. At the age of 16, he read the small booklet “The Plague of the Black Debt”, by James Dale Davidson, which was given to him by his uncle. David was always a sports stat nut, loving football, hockey and baseball stats, which lead to David becoming intrigued with economics and markets. David is such an avid Football and Las Vegas Raiders fan — his principal in grammar school was Bernie Custis, who was the late Raiders owner Al Davis' roommate at Syracuse University, and the first ever African American quarterback in college and pro football history — that he also runs his own football vlog, Raiders Greats, which discusses great Raiders player of the past. He also is a soccer fan who supports Leeds Utd., as his father was born in Leeds, England. In 1996, at the age of 18, David became the youngest person on record (that he knows of anyhow) to obtain the Canadian Securities Course (CSC) license to trade investment securities. In the late 1990s, David felt that the market was becoming another epic bubble similar to the bubble of the 1920s, so he decided at the tender age of 20 to write his first book, Stock Market Panic!, which was published in 1998. Over the next decade, gold soared from $250 an ounce to nearly $1900, while the S&P 500 lost value. In the same year that this book was published, he decided to start his newsletter, Addicted to Profits. The newsletter's name was a spin on Robert Palmer's famed song Addicted ...

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

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

In today's CalmCast, we untangle three big ideas you need to understand right now: why ETFs are outpacing mutual funds, what “core inflation” actually means (and why the Fed cares more about it than you might think), and how distinguishing fixed from variable expenses can give you immediate power over your budget. We'll explain: The sneaky fees and tax quirks hiding in mutual funds What core inflation says about where the economy's really headed Why knowing the difference between a grocery bill and a rent check might just save your financial plan This episode is fast, practical, and built to calm the chaos in your money life.

Discover what the US debt being downgraded means for stocks.  Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest 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!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest 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 cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! 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   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. 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. Use the search bar in the upper right corner of the page to search topics. 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.  (Some links are affiliate links. There is no additional cost to you.)

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics at Steno Research, to break down Moody's U.S. debt downgrade, Trump's Middle East investment tour, and bitcoin's price action amid rising bond yields.

Don and Tom welcome Weston Wellington of Dimensional Funds for a rare and richly insightful conversation covering market volatility, media noise, diversification, and the enduring wisdom of index investing. Weston compares Spam to Motorola, skewers financial hype, and champions simplicity in investing—and yes, he might just sing if you let him. The conversation explores how far the financial industry has evolved (and still has to go), why most investors get in their own way, and whether AI or just good old-fashioned “aggregated intelligence” holds the future of smart money management. 0:04 Don's surprise “singing telegram” and guest intro0:53 Weston Wellington on volatility and market uncertainty2:47 Why volatility is the “price we pay to play”3:32 The media's role in investor anxiety4:57 Should investors act on daily financial advice?6:15 Portfolio changes should reflect personal changes, not headlines7:24 Spam vs. Motorola: A lesson in stock picking9:44 Dimensional's stance on individual stock ownership10:02 Diversification as “the closest thing to a free lunch”11:07 Are alternative investments the new magic bullet?12:43 Mutual funds vs. ETFs—what works best and when15:27 Industry evolution: from 8% loads to indexing dominance18:29 Where Dimensional fits in the modern fund landscape21:01 AI vs. “aggregated intelligence” in managing portfolios24:04 How regular people can find real financial advice25:34 The key to success: Temperament, not timing26:44 Weston's side gig as a roving birthday singer27:58 Why Weston hasn't been invited lately (and he's lonely) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors' eyes in the semiconductor sector.Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft's strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google's business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?Whether you're an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today's dynamic market.*Timestamps:* 0:00 - Market trends and tech stocks update 0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple 2:00 - Broadcom, TSM, and semiconductor ETFs 2:20 - Google's search decline and competition from ChatGPT 4:00 - The future of AI-powered search and chatbots 5:40 - OpenAI's direction and Microsoft partnership speculation*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don't forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocksOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy