Podcasts about fundstrat

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Best podcasts about fundstrat

Latest podcast episodes about fundstrat

Late Confirmation by CoinDesk
Tom Lee's Case for $22,000 Ethereum

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 14, 2026 21:09


Fundstrat's Tom Lee took the Consensus mainstage in Miami to make a bold call: crypto winter is over and the bull market is just getting started. Lee laid out his case for why agentic AI and tokenization will make crypto-native companies more profitable than traditional banks, argued Ethereum is deeply undervalued at current prices, and explained why BitMine, which now holds over 4% of all Ethereum supply and generates over $1 million a day in cash flow, is positioned to be one of the biggest beneficiaries of the next cycle. - Timecodes: 00:00 - Tom Lee at Consensus Miami 2026 00:37 - Crypto Winter Is Over and the Bull Market Is Starting 02:56 - Ethereum as a Portfolio Diversifier and Long-Term Hedge 06:14 - Tokenization and Agentic AI as Drivers of the Next Bull Market 10:17 - How Crypto-Native Companies Will Replace Traditional Banks 11:28 - BitMine's Strategic Positioning and Investment in Eightco and MrBeast 16:55 - BitMine's Digital Asset Treasury Strategy

Closing Bell
Closing Bell: The State of the Tech Trade 6/9/26

Closing Bell

Play Episode Listen Later Jun 9, 2026 42:41


Lightstreet Capital's Glen Kacher tells us how he is navigating the turbulent tech trade right now. Plus, Alex Kantrowitz from Big Technology and Plexo Capital's Lo Toney help us game out the IPO pipeline ahead of the SpaceX IPO. And, Fundstrat's Tom Lee tells us if he thinks tech is in some serious trouble. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Navigating the Tech Sell-Off 6/5/26

Closing Bell

Play Episode Listen Later Jun 5, 2026 46:10


What does today's weakness in tech say about the market's potential next move? We discuss with Hightower's Stephanie Link, Fundstrat's Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple's upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush's Dan Ives. And, we tell you what's behind crypto's ugly week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Late Confirmation by CoinDesk
HYPE Hits Wall Street as BTC ETFs Bleed $1B and $19B in Assets Go On-Chain

Late Confirmation by CoinDesk

Play Episode Listen Later May 18, 2026 32:32


On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Fundstrat Head of Digital Asset Strategy Sean Farrell to unpack the crypto IPO slowdown, the Fed's hawkish pivot, and why Bitcoin miners pivoting to AI infrastructure remain one of the year's best places to hide in crypto. 21Shares Global Head of Research Eli Ndinga breaks down the launch of the first Hyperliquid ETF in the U.S. market, makes the bull and bear case for HYPE, and shares his $75 price target. Plus, NUVA Labs CEO Anthony Moro discusses the company's launch with nearly $19 billion in tokenized real-world assets from Figure Technologies and his vision for bringing TradFi to DeFi. - Timecodes: 00:00 Welcome to Public Keys 00:38 Clarity Act Passes, Macro Headwinds Hit Crypto 01:53 Crypto IPO Boom Hits a Speed Bump 02:09 Fundstrat's Sean Farrell Joins Public Keys 03:30 Why AI Is Driving the Tech IPO Market 05:00 Bitcoin Miners Pivot to AI for Higher Yields 06:13 Macro Outlook and Fed Chair Warsh 08:12 Hyperliquid's $850M Revenue and Pre-IPO Markets 12:23 Bitcoin and Ethereum ETFs See Major Outflows 13:48 Two HYPE ETFs Launch on Wall Street 14:25 21Shares' Eli Dinga on the THYP Debut 17:30 The Bull and Bear Case for Hyperliquid 22:30 21Shares' $75 Price Target for HYPE 23:55 Nuva Labs Launches with $19B in Tokenized RWAs 30:00 The Nuva Roadmap and Token Generation Event - This episode was hosted by Jennifer Sanasie.

The Meb Faber Show
Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630

The Meb Faber Show

Play Episode Listen Later May 15, 2026 43:47


Today's guest is Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan's Chief Equity Strategist from 2007 to 2014. In today's episode, Tom explains why stocks have remained resilient despite war, higher oil prices, and widespread investor skepticism. He shares his outlook for the S&P 500 and discusses the coming wave of mega-IPOs. Finally, Tom covers his successful entrance into the ETF space with the Fundstrat Granny Shots ETFs. (0:00) Starts (1:35) Tom Lee on markets since the Iran war (10:02) Issues with the University of Michigan Consumer Sentiment Index (20:50) AI & upcoming IPOs (24:34) Granny Shots ETF (31:25) Tom on crypto (36:52) Tom's most memorable investment Visit ⁠www.fundstrat.com/tom⁠ for complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists. ----- Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not suitable for all investors. ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech Path Podcast
ETH Becoming Institutional MONEY

Tech Path Podcast

Play Episode Listen Later May 8, 2026 14:48 Transcription Available


Fundstrat strategist Tom Lee says Ethereum remains undervalued despite its growing role in digital finance. Speaking at the Consensus conference in Miami, He said Ethereum could emerge as one of the biggest winners of the next crypto market rally, as artificial intelligence and tokenization increase demand for blockchain-based financial systems. Meanwhile, Michael Saylor's $STRC product in going viral on Ethereum.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:45 Tom Lee: Ethereum is a software stock02:00 Kevin O'Leary who wins enterprise03:00 Ethereum Devs03:30 Solana Devs04:10 Kevin O'Leary nobody cares about Hedera05:30 EEA & Microsoft deploys treasury06:00 Institutional Staking Queue06:20 Tom Lee: Shifting focus on Institutional staking06:50 Ethereum onboards Michael Saylor07:20 Michael Saylor more excited about DeFi09:15 Kevin O'Leary RWA assets vs Dead NFTs10:00 Kevin is wrong10:45 Vivek Raman: Institutions will use ETH as money12:10 BTC vs ETH supply shock12:45 Lowering issuance to boost ETH Moneyness13:50 Tom Lee endorses issuance cut#Crypto #Ethereum #Bitcoin~ETH Becoming Institutional MONEY

Closing Bell
Closing Bell: The Record Run for Stocks 5/1/26

Closing Bell

Play Episode Listen Later May 1, 2026 42:43


How much momentum is left in this market? Fundstrat's Tom Lee tells us what he's thinking. Plus, Morgan Stanley's Erik Woodring breaks down his first take on Apple's earnings. And, Ed Yardeni tells us if he thinks investors should buy in May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Power Lunch
Market waits for Big Tech earnings this week 4/27/26

Power Lunch

Play Episode Listen Later Apr 27, 2026 44:52


Five megacap tech companies report earnings this week. Fundstrat's Tom Lee joins with his market outlook.  And Goldman Sachs' Neil Mehta joins for an energy earnings preview.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thoughtful Money with Adam Taggart
Market To Pullback By May, Then Race To New Summer Highs | Mark Newton, Fundstrat

Thoughtful Money with Adam Taggart

Play Episode Listen Later Apr 23, 2026 80:30


When today's guest was last on the program back in January, he predicted that stocks would soon experience a 15% correction, the precious metals would experience a big pullback, and that oil had found a bottom.He was right.And this was BEFORE the war with Iran broke out.So, how has the war impacted his outlook for the next quarter?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #volatility #bullmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Closing Bell
Closing Bell: Positioning Your Portfolio Amid Geopolitical Uncertainty 4/8/26

Closing Bell

Play Episode Listen Later Apr 8, 2026 42:02


“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat's Tom Lee and Goldman Sachs' Meena Flynn. Plus, private credit stocks sat out today's mega-rally. Sycamore Tree Capital's Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Trading this Uncertain & Unsettled Market 3/30/26

Closing Bell

Play Episode Listen Later Mar 30, 2026 42:11


What is the best way to proceed in this unsettled and uncertain market? We discuss with Blackrock's Rick Rieder. Plus, private credit just moved one step closer to landing in your 401K. Leslie Picker breaks down all the big money details. And, Fundstrat's Tom Lee maps out his playbook for the second quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloor Street Capital - Making Money With Minerals
Downside Risk For S&P and Gold | Mark Newton and Jimmy Connor

Bloor Street Capital - Making Money With Minerals

Play Episode Listen Later Mar 25, 2026 40:40


Mark Newton of Fundstrat is a technical analyst and in this interview we examine the S&P, Nasdaq, software stocks, gold, silver, bitcoin, and oil. Fundstrat https://fundstrat.com/Listen on Spotify: https://open.spotify.com/show/33A8EgA...Listen on Apple: https://creators.spotify.com/pod/prof...Follow Jimmy:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap*For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of March 20, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Closing Bell
Closing Bell: Playing Today's Rally 3/23/26

Closing Bell

Play Episode Listen Later Mar 23, 2026 49:28


Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat's Tom Lee and CIBC Capital Markets' Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Live From Futureproof 3/10/26

Closing Bell

Play Episode Listen Later Mar 10, 2026 45:42


Can you trust this rebound? We discuss with Trivariate's Adam Parker and Invesco's Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat's Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: High Anxiety Market 2/27/26

Closing Bell

Play Episode Listen Later Feb 27, 2026 42:34


Goldman Sachs' Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he's been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Important Part: Investing with Liz Young
AI Boom or Bubble? Michael Lewis, Tom Lee on the Risks and Rewards | The Important Part LIVE

The Important Part: Investing with Liz Young

Play Episode Listen Later Feb 18, 2026 72:19


In this special, live recording of The Important Part, SoFi's Head of Investment Strategy Liz Thomas asks the question many investors are thinking about: when – if ever – will the markets cool off? She sits down with two of the top critical thinkers in the world of finance: Tom Lee, Co-founder and Head of Research at Fundstrat, and Michael Lewis, the New York Times bestselling author of Moneyball, The Big Short, The Blind Side, and Going Infinite. Together, they work through the most pressing questions facing investors in 2026. Discover why retail investors are outperforming hedge funds, whether gold has peaked, and if Bitcoin's 40% dip signals a crypto winter. Lee explains why the recent AI-driven software tumble could actually reflect corporate productivity gains, while Lewis shares his contrarian gold bet and why he's “long fear.” They tackle the independence of the Federal Reserve under nominee Kevin Warsh, the risks of AI job displacement, and whether the federal government could nationalize failing AI companies. Plus: crypto's Black Swan events and what flash-frozen food teaches us about technological disruption. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Closing Bell
Closing Bell: The Resumption of Risk-On 2/18/26

Closing Bell

Play Episode Listen Later Feb 18, 2026 42:41


Can the resumption of risk-on actually last? Fundstrat's Tom Lee, Hightower's Stephanie Link and NewEdge Wealth's Cameron Dawson tell us what they think. Plus – we talk to the team behind a smart basketball system that's looking to shake up the at-home gaming landscape. And, JP Morgan Private Bank's Abby Yoder tells us if she is changing her forecast for stocks given the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Where to Invest at Highs 2/11/26

Closing Bell

Play Episode Listen Later Feb 11, 2026 43:25


Where is the best place to invest with parts of the market at record highs … and others struggling? We discuss with Fundstrat's Tom Lee. Plus, Nancy Davis from Quadratic Capital breaks out her volatility playbook. And, Former Federal Reserve Vice Chair Richard Clarida tells us what today's jobs report could mean for future rate cut hopes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Compound Show with Downtown Josh Brown
What Tom Lee's Worried About in 2026

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jan 30, 2026 77:20


On episode 227 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more! This episode is sponsored by Franklin Templeton.  Learn more at https://franklintempleton.com/muniETFs Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal. An investor may be subject to the federal Alternative Minimum Tax, and state and local taxes may apply.  Franklin Distributors, LLC. Member FINRA/SIPC. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Closing Bell: A Big Unknown Now Revealed 1/30/26

Closing Bell

Play Episode Listen Later Jan 30, 2026 43:16


What does President Trump's nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC's Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company's results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thoughtful Money with Adam Taggart
Former Wall Street Bull Now Expects Stocks To Fall 15-20% This Year | Mark Newton, Fundstrat

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jan 27, 2026 50:24


When today's guest was last on the program back in Oct, he predicted stocks would end 2025 at all-time highs.And he was right.But he indicated that he had growing concerns about 2026.So, is he still worried about the year ahead? Or has the situation changed?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.In short, Mark sees the S&P dropping by 15-20% this year.To learn why, and which assets he thinks will buck that trend, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #goldprice #silverprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Tech Path Podcast
Ethereum Takes Over Youtube!

Tech Path Podcast

Play Episode Listen Later Jan 17, 2026 10:28 Transcription Available


Bitmine Immersion Technologies said Thursday it's investing $200 million in Beast Industries, the company founded by YouTube creator MrBeast. The deal is expected to close on or about Jan. 19.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:50 Tom Lee close enough to 5%01:45 Mr. Beast investment will 10X03:00 Tom Lee: “Call option value” is more important03:30 Gamesquare = Ninja04:30 Tom Lee: Beast USD, and Loyalty tokens coming?06:20 Is this a gateway to getting Youtube onto Ethereum?07:00 Tom Lee: Youtube collabs are key08:20 Bitmine app coming too09:10 Bitmine bought ETH while other DAT's sold10:00 Outro#Crypto #MrBeast #Ethereum~Ethereum Takes Over Youtube!

Mr. Beast
Biography Flash: MrBeast Borrows Money Despite $5 Billion Empire While Crypto Giant Invests $200 Million

Mr. Beast

Play Episode Listen Later Jan 17, 2026 2:36 Transcription Available


Mr. Beast Biography Flash a weekly Biography.Hey everyone, its your girl Roxie Rush here, your AI gossip whirlwind powered by cutting-edge smarts to scoop the tea faster than you can say viral videoand trust me, thats a good thing because I never sleep, I never spin lies, and I deliver the unfiltered realness straight to your ears. Buckle up for the hottest MrBeast flash from the past few days, darlingshes reigning supreme even while joking hes broke!Picture this: Jimmy Donaldson, our 27-year-old YouTube king with a $5 billion Beast Industries empire, drops a bombshell in a fresh Wall Street Journal interview published early this month. According to the Wall Street Journal and Business Insider, he confesses, I have negative money right nowIm borrowing just to scrape by, cant even snag a McDonalds breakfast despite that insane valuation. Forbes pegs his net worth at $85 million from June 2025, but its all tied up in equity, not cashhedging bets on growth over personal splurges. The Times of India echoes he borrowed from his mom for wedding costs last summer and once dropped $150k on a private jet to see fiancee Thea Booysen in the UKtime is money, honey!But hold the dramaheros the blockbuster: Bloomberg Television reports on January 15 that Bitmine Immersion Technologies, crypto heavyweight chaired by Fundstrat guru Tom Lee, is pumping $200 million into Beast Industries for a juicy stake, closing January 19. This isnt pocket changeits a massive pivot tying MrBeasts Gen Z magic to crypto dreams, especially with his October trademark filing for MrBeast Financialthink exchanges, lending, the works. Beast Industries is slashing media losses after a $100 million hit in 2024, and Jimmy teased a personal finance YouTube channel. No major public sightings or social buzz in the last 24 hours, but this investment? Pure biographical goldlong-term power move into fintech glam.Whew, Roxies rushing off to the next scoopthank you for tuning in, lovesubscribe now to never miss a MrBeast beat, and search Biography Flash for more sizzling bios! Muah!And that is it for today. Make sure you hit the subscribe button and never miss an update on Mr. Beast. Thanks for listening. This has been a Quiet Please production."Get the best deals https://amzn.to/4mMClBvThis content was created in partnership and with the help of Artificial Intelligence AI

Closing Bell
Closing Bell: What 2026 Will Hold for Your Money 12/22/25

Closing Bell

Play Episode Listen Later Dec 22, 2025 42:53


What could be in store for your money in the new year? We discuss with Fundstrat's Tom Lee, Hightower's Stephanie Link and CIBC Capital Markets' Chris Harvey. Plus, Jeff DeGraaf from Renaissance Macro tells us which three sectors he is avoiding right now. And, Former Dallas Fed President Richard Fisher tells us what he thinks is next for rates.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: How Far Can Stocks Go? 12/11/25

Closing Bell

Play Episode Listen Later Dec 11, 2025 42:21


What could be next for this record setting rally? Fundstrat's Tom Lee reveals his 2026 outlook. Plus, we discuss what could be in store for the AI trade in the new year with Deepwater Asset Management's Gene Munster. And, one of the standout stories of the markets in 2025 is the participation of the retail investor – even bigger than we may have thought, according to some new data. Kristina Partsinevelos breaks down the numbers and what it means to the market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Path Podcast
Crypto Supercycle?

Tech Path Podcast

Play Episode Listen Later Dec 5, 2025 15:00 Transcription Available


Bitmine and Fundstrat's Tom Lee ignited fresh debate in the crypto market this week after predicting that Ethereum could surge to $62,000 in the coming months, a call he made during a keynote address at Binance Blockchain Week.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 intro00:06 Sponsor: BTCC00:35 Binance Event00:59 Four Year Cycle Dead in January?02:06 Eight Weeks?02:26 MicroStrategy vs Bitmine Strategy03:09 Michael Saylor Yield Strategy04:08 Tom Lee Yield Strategy04:53 Michael Saylor Used A.I. To Create Product06:10 Everyone Wants 10%?06:43 People Will Get 10% in Stablecoin Yields07:35 Bitcoin Wins Credit?08:12 Ethereum Winning Credit08:36 Tom Lee vs Ethereum09:32 Peter Schiff vs CZ10:55 Tokenization of Gold11:46 ETH/BTC Ratio Breakout12:39 Tom Lee Ethereum Price Prediction13:09 Under Certain Conditions13:41 Tom Lee Increases ETH Buy Sizes14:29 outro#Crypto #Ethereum #Bitcoin~Crypto Supercycle?

Tech Path Podcast
Ethereum Firesale as Market Crashes!

Tech Path Podcast

Play Episode Listen Later Nov 17, 2025 17:21 Transcription Available


Bitcoin can't catch a break for the past several days as the bears seem in complete control of the market, staging another nosedive to a fresh multi-month low of just under $92,000. Ethereum has also dipped to a crucial round-numbered support, and the liquidations are on the rise due to excessive leverage used by traders.~This episode is sponsored by BTCS~Guest: Charles Allen, CEO and Chairman of the Board at BTCSBTCS Website ➜ https://bit.ly/BTCSethereum00:00 Intro00:10 ETH under $3K00:50 Privacy tokens = bullish for ETH02:15 Emergency Fed meeting03:20 No rate cut in December?04:20 $MSTR buys more BTC06:00 Historic BTCS Q3 earnings08:15 Do investors understand what you're doing?09:30 Will DAT NAV's recover soon?12:00 What are investors looking for?14:00 Aave App16:20 How big will Fusaka upgrade be?19:00 Tom Lee: Do DATs need to trade in tandem with the underlying asset?22:50 Are DATs risky?25:50 CNBC: Cathie Wood changing her stance on Bitcoin30:30 Outro#ethereum #ETH #Crypto~Ethereum Firesale as Market Crashes!

Closing Bell
Closing Bell Overtime: Tech, AI Stocks Bounce Back; Earnings Parade Rolls On 11/5/25

Closing Bell

Play Episode Listen Later Nov 5, 2025 43:43


Tech bounced back after yesterday's slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company's blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm's quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat's Tom Lee on bitcoin's bounceback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Pomp Podcast
Why Bitcoin's Rally Is Just Getting Started | Tom Lee

The Pomp Podcast

Play Episode Listen Later Oct 23, 2025 59:35


Tom Lee is the Co-Founder at Fundstrat, CIO of Fundstrat Capital, and Chairman of BitMine. In this episode, we dive into whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Timestamps: 0:00 - Intro 2:05 - Is AI a bubble? 5:31 - Stock market fundamentals vs macro 8:53 - Inside Tom Lee's “Granny Shots” ETF 13:28 - The rise and impact of humanoid robots 19:22 - Why economic data is broken 23:35 - Prediction markets and tokenized finance 28:25 - Breakout crypto products 34:32 - Gold vs Bitcoin 38:30 - Is the bitcoin 4-year cycle over? 42:32 - The most hated stock market rally? 46:43 - Ethereum supercycle and BitMine 54:39 - 2026 market outlook 56:38 - Retail activism and Opendoor

Investing Experts
This unbelievably strong stock market

Investing Experts

Play Episode Listen Later Oct 19, 2025 36:52


Fundstrat economic strategist Hardika Singh shares why she's shocked by how strong this market has been despite so many curveballs thrown at it (0:30). News priced in this relentless bull market (8:00). ETFs and stock picking (13:15). Buying the dip will power us to new highs (19:20). Puzzling economic data (21:30). Gold's surprising rally (27:00).Show Notes:It Looks Like A Bubble, It Feels Like A Bubble, But It Isn'tURA  Global X Uranium ETFEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Money Wise
Climbing the Market Mountain, When Negativity Meets a Bull Market & 401(K) Rollovers

Money Wise

Play Episode Listen Later Oct 19, 2025 60:37


This week on Money Wise, the team digs into a strong performance on Wall Street - with the Dow up 1.6%, S&P 500 up 1.7%, and NASDAQ climbing 2.1%, while discussing the market's ongoing resilience in the face of widespread investor skepticism. Despite impressive year-to-date gains across major indices, investor sentiment remains unusually negative, a disconnect that could actually fuel future growth once optimism catches up. Kyle uses his “Mount Everest” analogy to remind listeners that bull markets need pauses to stay healthy, emphasizing that pullbacks are normal and even necessary for long-term momentum. Jeff and Joe weigh in on volatility and investor behavior, noting that market corrections in the 7–12% range are part of any sustainable rally. Louie references recent Fundstrat research showing it's rare to see such strong market returns alongside negative sentiment, a setup that historically precedes continued gains. The team also highlights a staggering $7.6 trillion sitting in money market funds, suggesting there's still plenty of cash waiting to reenter the market. Between skeptical investors and cautious fund managers, this “dry powder” could become a powerful force for further upside once confidence returns. When Negativity Meets a Bull Market While sharp price swings can feel uncomfortable, volatility is a sign of a functioning, responsive market. It reflects investor reactions to new data, earnings results, policy shifts, or economic reports, and helps prices find their true value over time. Without these fluctuations, markets risk becoming complacent or inflated, setting the stage for more severe corrections later. Volatility also serves a purpose in maintaining long-term market health. It encourages investors to reassess positions, reprice risk, and avoid herd mentality. When markets pull back, they often flush out speculative excess and create new entry points for disciplined, long-term investors. In this way, volatility acts as a “pressure valve,” releasing tension before it builds into instability. In the second hour, the Money Wise guys dive into all things 401(K) Rollovers. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Tech Path Podcast
Did Institutions Buy The Dip?

Tech Path Podcast

Play Episode Listen Later Oct 14, 2025 17:21 Transcription Available


Ethereum scaling tokens outperformed most of the cryptocurrency market after the weekend crash, signaling stronger price resilience among layer-2 (L2) projects built on the world's largest smart contract network. Are institutions using this recent flash crash as a great opportunity to expand their ethereum exposure?~This episode is sponsored by BTCS~BTCS Website ➜ https://bit.ly/BTCSethereumGuest: Charles Allen, CEO and Chairman of the Board at BTCS00:00 intro00:07 Ethereum Treasuries Bought Dip00:34 BTCS Bought ETH on Saturday01:10 Buying During Crashes02:26 BTCS Wasn't Liquidated02:45 Ethereum ETF's Sold ETH03:49 ETF outflows signal rally04:15 ETF holders vs Treasury holders05:42 Tokenizing Treasury Stocks09:26 Bividend Payout10:32 BTCS Operating Business12:00 Institutions Buying13:00 $4,500 or $3,500 first?13:35 Investors long term?14:55 Rate Cuts & CLARITY Act16:49 outro#Crypto #Ethereum #Bitcoin~Did Institutions Buy The Dip?

Smart Humans with Slava Rubin
Smart Humans: Grayscale's Zach Pandl and Fundstrat's Sean Farrell on the future of digital assets beyond Bitcoin

Smart Humans with Slava Rubin

Play Episode Listen Later Oct 8, 2025 62:30


Vincent's Slava Rubin, Grayscale's Zach Pandl, and Fundstrat's Sean Farrell discussed the future of digital assets beyond Bitcoin, looking at the rise of digital asset treasuries, the implications of tokenization, and the growing importance of stablecoins in the financial ecosystem. The experts also provide insights into how to access crypto investments, the challenges of pricing and valuation, and make predictions for the future of the crypto market.

Thoughtful Money with Adam Taggart
Likely Near-Term Pullback Should Present A Buying Opportunity | Mark Newton, Fundstrat

Thoughtful Money with Adam Taggart

Play Episode Listen Later Sep 23, 2025 57:59


When today's guest was last on the program back in May, he made the bold prediction that new all-time highs for the stock market were just weeks away.And he was right.And since then, markets have continued powering higher, trading at a new all-time high the day of this recording.So, is he still bullish on the markets prospects for the remainder of the year?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.Mark thinks stocks will likely enter a 5-10% correction in October/November -- which will offer a buying opportunity before the end of the year rally.After that? He thinks a more pronounced correction from extended highs could happen in the first half of 2026.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#bullmarket #marketcorrection #technicalanalysis _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The Wolf Of All Streets
$200K BTC & $15K ETH_ Tom Lee Says the Rally Starts NOW!

The Wolf Of All Streets

Play Episode Listen Later Sep 16, 2025 55:20


Bitcoin to $200K & Ethereum to $15K? The broader crypto market is back in the spotlight as big names and institutions make bold moves. Fundstrat's Tom Lee predicts “monster gains” for BTC and ETH if the Fed delivers rate cuts, while Mike Novogratz doubles down on his long-term Bitcoin bullishness. Meanwhile, PayPal is expanding crypto payments and peer-to-peer transfers, signaling a push toward mainstream adoption. On the regulatory front, the Bank of England is considering a cap on stablecoin use, and U.S. lawmakers are meeting with crypto executives to discuss President Trump's proposed Bitcoin reserve. With market volatility rising and global policy shifts underway, the question is clear: are we on the verge of the next big rally or a new era of regulation?

Closing Bell
Closing Bell: Lean into the Record Rally? 9/15/25

Closing Bell

Play Episode Listen Later Sep 15, 2025 43:22


Should investors keep leaning into the record-setting rally? We discuss with New York Life Investments' Lauren Goodwin,  Bartlett's Holly Mazzocca and Wells Fargo's Scott Wren. Plus, Frederic Mishkin – former Federal Reserve Governor – tells us what he is expecting from the Fed. And, Fundstrat's Tom Lee breaks down his post-Fed playbook.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On The Tape
Sneak Peek: Tom Lee Joins The Master Investor Podcast

On The Tape

Play Episode Listen Later Sep 2, 2025 15:24


Dan & Guy chat with Wilfred Frost, host of The Master Investor Podcast. Wilf discusses his career, why he started his latest podcast and shares some snippets from his recent interview with Tom Lee of Fundstrat. Apple: https://apple.co/47oCNkC Spotify: https://tinyurl.com/zeem77x6 YouTube: https://www.youtube.com/@MasterInvestorChannel —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Tech Path Podcast
All-In on Crypto?

Tech Path Podcast

Play Episode Listen Later Aug 27, 2025 33:49 Transcription Available


Fundstrat's Tom Lee predicted Ethereum would bottom out "in the next few hours" on Tuesday as his treasury firm BitMine bought another 4,871 tokens worth $21.3 million during the market dip.~This Episode is sponsored by SALT~Borrow on SALT Now! ➜https://bit.ly/pbnsaltGuest: Tim Warren, Host of Investing BrozInvesting Broz YouTube ➜ ‪‪   / @timwarrentrades  Follow on Twitter ➜ @tims_ta  00:00 Intro00:10 Sponsor: Salt Lending01:45 Should you be all in right now?04:40 4-year cycle thesis07:50 Mohamed: Market reaction muted since Fed attacks09:15 Bitcoin analysis14:45 Bullish or Bearish September?17:20 NVDIA rally?17:45 Tom Lee: NVDIA is most important company and trade18:50 Ethereum analysis22:20 Chainlink analysis26:25 Solana vs Avalanche30:20 All-In Summit32:50 Outro#Crypto #Bitcoin #ethereum~All-In on Crypto?

Closing Bell
Closing Bell: What's Next For This Rally? 8/26/25

Closing Bell

Play Episode Listen Later Aug 26, 2025 43:08


What could be in store for the next leg of the record setting rally? Plus, we discuss the latest developments following the firing of the Fed's Lisa Cook. We break down all that and more with Fundstrat's Tom Lee, Sofi's Liz Young and Northwestern mutual's Matt Stucky. Meantime, Apple could be eyeing a new tie-up that could shake up the entire AI arms race. Big Technology's Alex Kantrowitz and CNBC's Steve Kovach tell us what's at stake. And Cheryl Young from Rockefeller Global Family Office tells us why she is cautious on the tech trade. 

Squawk on the Street
SOTS 2nd Hour: Fed Chair Speaks At Jackson Hole – His Remarks & Investor Analysis 8/22/25

Squawk on the Street

Play Episode Listen Later Aug 22, 2025 54:47


Today: the event Wall Street has been waiting for all week… A highly anticipated speech from Fed Chair Jerome Powell in Jackson Hole, Wyoming. Hear it in full this hour – along with the key takeaways for investors with an all-star cast of: Former PIMCO Chief Economist Paul McCulley, Partners Group Chief Investment Strategist Anastasia Amoroso, and Fundstrat's Tom Lee – alongside CNBC's own Carl Quintanilla, Sara Eisen, Michael Santoli and Steve Liesman. 

Closing Bell
Closing Bell: Record Rally Rolling Over? 8/8/25

Closing Bell

Play Episode Listen Later Aug 8, 2025 42:50


How much more does this record-setting rally have in the tank? Is it already in the early stages of rolling over? We discuss with Tom Lee from Fundstrat, Payne Capital's Courtney Garcia and Ali Flynn Phillips from Obermeyer Wealth Partners. Plus, Renaissance Macro's Jeff DeGraaf tells us why he thinks stocks could feel some pain ahead. And, the White House is reportedly reviewing new contenders for next Federal Reserve Chair. Steve Liesman explains – and Vantage Rock's Avery Sheffield tells us what it could mean for the market. 

Nightly Business Report
Apple Rallies, but Trouble Ahead? Plus, Bitcoin's Bullish Sign 8/6/25

Nightly Business Report

Play Episode Listen Later Aug 6, 2025 43:35


Apple shares climb after announcing it will invest another $100B in the US, bringing the total amount the tech giant will invest over the next four years to $600B. But, one technician sees resistance ahead for Apple's share price. Plus, Fundstrat's Tom Lee says bitcoin is a leading indicator—and right now, that's good for stocks. 

Closing Bell
Closing Bell: Tariff Turmoil 7/8/25

Closing Bell

Play Episode Listen Later Jul 8, 2025 41:34


Will tariff uncertainty hit the economy and the stock market? We discuss with Fundstrat's Tom Lee,  New York Life's Lauren Goodwin and Charles Schwab's Kevin Gordon. Plus, Rick Heitzmann from FirstMark Capital weighs in on the big thaw in the IPO market. And, American Century CEO Jonathan Thomas breaks down his second half playbook. 

Closing Bell
Closing Bell: Tension-Release Rally 7/3/25

Closing Bell

Play Episode Listen Later Jul 3, 2025 41:31


This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat's Tom Lee, Truist's Keith Lerner and Wealth Enhancement Group's Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed's next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding opportunity in the second half of the year. 

Squawk on the Street
SOTS 2nd Hour: Israel-Iran Latest, Drill Baby Drill, and Fundstrat's Tom Lee 6/23/25

Squawk on the Street

Play Episode Listen Later Jun 23, 2025 44:23


Stocks shrugging off growing conflict abroad after a weekend strike by U.S. troops of Iran's nuclear facilities: Carl Quintanilla, Sara Eisen, and David Faber got the latest from the ground in the Middle East – and talked possible next steps here with former Israeli Ambassador to the U.S. Michael Oren… Plus: how an unprecedented closure of the Strait of Hormuz could be a major wild card for energy markets, alongside with fresh data on the housing front – and market-moving headlines out of Fed Governor Bowman top of the hour.   On the macro front: longtime bull Tom Lee broke down where he sees opportunity here – while Allianz Chief Economic Advisor joined the team with his take on what the America's weekend strike means for the market, the Fed, and the global economy.  Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Palantir CEO, Plus: Trump-Xi Trade Call, Broadcom Expectations 6/5/25

Squawk on the Street

Play Episode Listen Later Jun 5, 2025 49:13


New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.  Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some.  Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.  Squawk on the Street Disclaimer

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
2010: Tom Lee Raises 2025 Bitcoin Target; Sets $3M As Long-Term Value

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later Jun 2, 2025 39:49


Tom Lee, Fundstrat's head of research, raised his Bitcoin price target to reach $250,000 by year-end, forecasting that it could soar to $2 million – $3 million or even higher. This puts his average terminal target for Bitcoin at $2.5 million, representing a surge of 2,300% from the current value. Learn more about your ad choices. Visit megaphone.fm/adchoices

Countdown with Keith Olbermann
TRUMP JUST LOST THE TARIFF WAR - 4.10.25

Countdown with Keith Olbermann

Play Episode Listen Later Apr 10, 2025 61:46 Transcription Available


SEASON 3 EPISODE 117: COUNTDOWN WITH KEITH OLBERMANN A-Block (1:45) SPECIAL COMMENT: Trump has already LOST the tariff wars he finally claimed he paused yesterday (without really pausing). Already. Took him only eight days. From Liberation Day to a day when in any other war, literal or figurative, he would have been deposed - 8 days. And never mind how much YOU AND I think he’s crazy; a high-priced adviser to macro fund managers says “a few have quietly wondered if the president might be insane." And after Wall Street came off the ledge and got back to where it was Monday – only, what, seven trillion lost – he declared victory. “Up 2500 points. Nobody has ever heard of it. Gotta be a record.” Because he can’t admit he made a mistake; his head would fall off. His approval numbers have cratered. He’s underwater by an AVERAGE of six points. LAST Wednesday it was an average of TWO points. Since the election he’s lost 20 points among those over age 65; he’s lost 50 points among those under age 30. And he still raised the tariffs on the Chinese again – to 125 percent – because he’s mad at them. Because they of course are winning. Because the Chinese are not negotiating; the Chinese are as they have been for centuries, waiting for their opponents to DIE. The Chinese are apparently dumping our 10-Year Treasuries, driving up our debt. And they’ve opened trading partnership negotiations with the head of the European Union. And for all the claims about pausing the tariffs, a universal TEN percent tariff will be maintained. He didn't pause anything. He simply lost everything. B-Block (27:10) THE WORST PERSONS IN THE WORLD: Joe Manchin writes a book celebrating his middle of the road bona fides. The cover photo shows only the right half of his face, naturally. Marjorie Stupid Greene reveals she does not know what the word "Merch" means. And the president of the hockey writers' association, a bonehead named Frank Seravalli, not only defends Wayne Gretzky's attacks on Canada but his bringing FBI Director and Election Denier Kash Patel to the Ovechkin game - and calls CRITICISM of those decisions "political BS." Instead of, maybe, calling out Gretzky for BRINGING political BS into a moment of sports history. C-Block (49:15) THINGS I PROMISED NOT TO TELL: She's still at it. Even as Trump's boasts of pausing the tariffs while INCREASING them on China and maintaining them on everybody else, Laura Ingraham is still carrying his water for him. It's time for me to review my dates with her last century, and the extraordinary revelation she made during the first of them about the then-nascent Republican-Media Industrial Complex.See omnystudio.com/listener for privacy information.

The Compound Show with Downtown Josh Brown

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla's crash, Tom's “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: http://fundstrat.com/tom Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices