Podcasts about goog

Play Episode Listen Later Jan 18, 2026 65:13

Greenland, Iran and Mexico – OH MY Earnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! And out guest – Benjamin Kahle – Managing Partner of Wellings Capital. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company's investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm's growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin's real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor's degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)

[DS] Panic, No More Moves On The Chess Board Except One, Trump Sets The Stage – Ep. 3816

X22 Report

Play Episode Listen Later Jan 12, 2026 82:40

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe EU economy is imploding, Germany the power manufacturing company is falling apart and now companies are moving to Hungary. Trump built the tariff system to compete the [CB]. Trump has now started the narrative of why the Fed should not be controlling the US economy. DOJ has begun a criminal investigation, soon the Fed will be restructured into the Treasury. The [DS] is panicking, they are losing the chess match and they have no more move except one. Trump has now set the stage and the [DS] will follow the path to their destruction. The money supply is in the process of being shutdown, the [DS] is struggling, the countries they controlled are struggling. Soon Trump will have all the leverage and the enemy will be at it’s weakest point. Game Over. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/WallStreetMav/status/2010625048856424506?s=20 countries. In the year 2023, Germany lost 123,000 manufacturing jobs. The trend has continued in 2024 and 2025. Lousy energy policy has consequences. https://twitter.com/RealPNavarro/status/2010480063091720266?s=20 https://twitter.com/RealPNavarro/status/2010480094662332678?s=20 factory jobs appear. https://twitter.com/Rasmussen_Poll/status/2010701202971935191?s=20 JUST IN: RINO Tillis Threatens to Block Fed Nominations Over Powell Criminal Investigation Federal investigators opened a criminal investigation into Fed Chairman Jerome Powell. Powell is under fire for the cost of renovating the Fed's DC headquarters. The cost ballooned from $1.9 billion to $2.5 billion. RINO Senator Thom Tillis is threatening to block any future Fed nominations over the Justice Department's federal criminal investigation into Fed Chair Jerome Powell. Source: thegatewaypundit.com FED Chairman Jerome Powell Attempts to Evade Legal Accountability by Hiding Behind His Office Regardless of how you feel about the Federal Reserve Board, I think we would all agree the construct of an autonomous central bank is outside the boundaries of our constitutional framework. Factually, the Sea Island financial group set up the Federal Reserve as a system of control over the U.S. economy that was completely unnecessary. . Last year facing ridiculous cost overruns, congress questioned Powell over the insane spending proposal by Powell for a new office building. Chairman Powell characterized the construction changes that escalated the cost of the project from $1.9 billion to $2.5 billion as ‘minor modifications.' That's $2.5 billions of taxpayer money. .[Transcript] – “Good evening. On Friday, the Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to my testimony before the Senate Banking Committee last June. That testimony concerned in part a multi-year project to renovate historic Federal Reserve office buildings. I have deep respect for the rule of law and for accountability in our democracy. No one—certainly not the chair of the Federal Reserve—is above the law. But this unprecedented action should be seen in the broader context of the administration's threats and ongoing pressure. This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings. It is not about Congress's oversight role; the Fed through testimony and other public disclosures made every effort to keep Congress informed about the renovation project. Those are pretexts. The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than following the preferences of the President. This is about whether the Fed will be able to continue to set interest rates based on evidence and economic conditions—or whether instead monetary policy will be directed by political pressure or intimidation. I have served at the Federal Reserve under four administrations, Republicans and Democrats alike. In every case, I have carried out my duties without political fear or favor, focused solely on our mandate of price stability and maximum employment. Public service sometimes requires standing firm in the face of threats. I will continue to do the job the Senate confirmed me to do, with integrity and a commitment to serving the American people. Thank you.” Source:theconservativetreehouse.com Powell says criminal investigation by Trump's Justice Department threatens Fed's independence https://twitter.com/unseen1_unseen/status/2010547216906125721?s=20 https://twitter.com/jeffreytucker/status/2010520328389173522?s=20 would love to have been a fly on that wall, just listening in. Jerome caved. Now he is whining like a man-child that his supposed independence is being compromised by a threatened criminal indictment over a profligate building project. Historians will have a hard time making sense of this hilarity, including the faux-serious pose in this histrionic statement of pretend integrity. There is no place in a democracy for a secretive and all-controlling central bank. These conspirators are toast, if not now or tomorrow, then eventually. A peoples’ government needs a peoples’ money that people can own and control, and a banking system that is based on market competition, not a cartel of big shots. Sorry, Jerome, you showed your cards five years ago, revealing exactly who and what you serve, and that is not the American people. These are the end times for the Federal Reserve. https://twitter.com/julie_kelly2/status/2010771831658107044?s=20 https://twitter.com/julie_kelly2/status/2010761420082917557?s=20 Silver and Gold Hit New Highs on Fed Probe and Heightened Geopolitical Tensions Gold and silver prices are climbing in response to concerns around geopolitical issues and policy independence at the Federal Reserve. Source: barrons.com of Dollars! It would be a complete mess, and almost impossible for our Country to pay. Anybody who says that it can be quickly and easily done would be making a false, inaccurate, or totally misunderstood answer to this very large and complex question. It may not be possible but, if it were, it would be Dollars that would be so large that it would take many years to figure out what number we are talking about and even, who, when, and where, to pay. Remember, when America shines brightly, the World shines brightly. In other words, if the Supreme Court rules against the United States of America on this National Security bonanza, WE'RE SCREWED! PRESIDENT DONALD J. TRUMP Political/Rights WBD is not just another studio. It is the home of HBO, DC Comics, the Harry Potter films, Game of Thrones, and one of the most important film archives in the world. Netflix itself boasts that the acquisition would combine Warner's “iconic franchises and storied libraries” with the world's largest streaming platform. If Netflix absorbs these assets, it will not just be the biggest streaming service. It will become the most dominant cultural gatekeeper the United States — and much of the world — has ever seen. Yet despite the obvious risks, WBD's leadership is pushing forward even though Paramount Skydance has launched an all-cash tender offer of $30 per share for the entire company — a bid that implies significantly higher value for shareholders than Netflix's offer. At the same time, merging WBD's vast film and television library into Netflix would weaken competition in both streaming and content markets and concentrate cultural power in ways fundamentally at odds with the diversity of voices a free nation needs to survive. On these grounds alone, this merger should be stopped. Handing this machine control over Warner's franchises and future output would allow one company to rewrite characters, retell history, redefine social norms, and control which ideas reach audiences. Majority Of North Carolina Trucking Licenses Issued To Foreigners Are Illegal: Duffy A review of non-domiciled commercial driver's licenses (CDLs) granted in North Carolina found that 54 percent were issued illegally, the Department of Transportation (DOT) said in a statement on Jan. 8. The review was conducted by the Federal Motor Carrier Safety Administration (FMCSA) and is part of its ongoing nationwide audit of trucking licensing systems, the department said. DOT warned that if North Carolina does not “fix their serious failures” and revoke licenses issued illegally to foreign nationals, the department will withhold almost $50 million in federal funding. Source: zerohedge.com DOT Strips California Of $160 Million Over Foreign Truckers A showdown between the U.S. Department of Transportation and the State of California reached a breaking point on Wednesday after Transportation Secretary Sean Duffy announced the Federal Motor Carrier Safety Administration will withhold approximately $160 million in safety program money from the state. The move follows California's failure to meet a January 5 deadline to cancel more than 17,000 commercial truck driver's licenses that Duffy asserts were unlawfully issued by the state to foreign truckers. The California Department of Motor Vehicles announced in late December that it would delay the cancellation until March 6, but FMCSA did not agree to the extension. The $160 million penalty marks the first year of potential sanctions. Under federal law, if California continues to defy the FMCSA's Final Determination, the amount withheld could double in the second year. Source: zerohedge.com DOGE Yes, Dina Powell McCormick worked in the Trump administration. She served as the United States Deputy National Security Advisor for Strategy from 2017 to 2018 . She also held the role of Senior Advisor to the President for Entrepreneurship, Economic Growth, and the Empowerment of Women starting in January 2017 . For context, the Truth Social post you linked is Trump congratulating her on her new role as President and Vice Chairman of Meta (announced today, January 12, 2026) 1104 Q !xowAT4Z3VQ ID: 28003e No.967331 Apr 9 2018 12:09:25 (EST) Anonymous ID: db2d29 No.967224 Apr 9 2018 12:02:45 (EST) >>967123 YOU are being TRACKED. NO FB account required. WTF? Is it embedded in Android OS? This is BIGGER than you think. Agencies attached. Q >>967224 Think ‘Bridge’. GOOG. FB. TWITTER. IG. ‘Central’ algorithm. The stage had to be set. Q Geopolitical U.K Asks Germany and France, EU NATO, to Support Expanded Presence in Greenland President Trump wins again. Seriously folks, you would think that after all this time the Europeans would finally understand how President Trump manipulates the media cycle and gets them to do exactly what he wants – while they and the majority of their constituents think it's exactly the opposite. This stuff is just too funny now. According to European media outlets, British Prime Minister Keir Starmer is in discussions with Germany and France to send a NATO alliance to Greenland to establish a stronger NATO military footprint. {LINK} The media present this, hilariously, as if European NATO is going to defend Greenland against President Trump and the USA military. {{INSERT SEVERAL LAUGHING EMOJIS HERE}} I mean, think about it rationally. The U.K, France and Germany are unwilling to send troops into Ukraine without the protection of the U.S. military. But somehow, for some reason, the U.K, France and Germany are going to send troops to Greenland to defend against the U.S. military. The narrative sounds silly when put into context, right? So, President Trump starts talking about the U.S. taking aggressive unilateral action to secure Greenland as a strategic national security matter. Suddenly, ‘Voila!' European NATO, under the auspices of defending their Denmark democracy, wakes up and says, ‘No, wait, you can't just take Greenland, that's bad.' Then they assemble urgent talks to send EU NATO military resources to Greenland. Exactly what President Trump has been requesting to formerly deaf ears. See how that works? Source: theconservativetreehouse.com https://twitter.com/thestinkeye/status/2010481974985560110?s=20 notes… JSOC Step 4: seize narrative and news cycles for a week or two while all the large accounts get their marching orders and post the same stuff over and over. The EU threatens to mobilize to “protect Greenland” and quietly discovers they cannot project meaningful power outside their continent without the US. Step 5: DJT walks back the outrageous solution (invasion) to the somewhat radical solution (purchase). The big accounts feel like they matter, the little accounts feel like the have been heard. DJT gets what he wanted all along, and Denmark gets a pile of money to fritter away buying votes with socialist BS. https://twitter.com/amuse/status/2010567080802738660?s=20 https://twitter.com/MarioNawfal/status/2010739799477354900?s=20 systemic instability. https://twitter.com/sentdefender/status/2010605925342597449?s=20 Guard Corps (IRGC). https://twitter.com/RapidResponse47/status/2010532329303965733?s=20 Venezuela’s leader was a fugitive from US law enforcement and not a legitimate head of state, according to 60 different countries. He was apprehended, and Venezuela’s remaining leaders were asked to cooperate with US expectations. Greenland is likely to negotiate a compact of free association with the US and receive financial assistance, while maintaining self-governance, in exchange for military protection. Cuba is in rapid decline due to a loss of support from Venezuela (and other factors). China and Russia could offer assistance, but at considerable risk. Trump can wait and watch Cuba self-destruct, then come in and offer assistance to the Cuban people if and when they ask. Iran is in a similar situation to Cuba: a nation in rapid decline, with massive risk for Trump if he intervenes too quickly. The likely play there is to wait for the Ayatollah to flee. There would be no finger-pointing about “regime change” if the Islamic regime collapses on its own. Then, the US could offer assistance as an interim government is established. War/Peace https://twitter.com/WallStreetMav/status/2010435240079319153?s=20 specifically exclude any NATO troops from ever being put into Ukraine. All of these steps are designed to specifically undermine President Trump’s efforts at peace between Ukraine and Russia. The warmongers in Europe are determined to keep the war going as long as possible. They need to distract their voters with enemies so they don’t realize how Europe is collapsing economically and culturally. The European “leaders” desperately need enemies like Trump and Putin in order to point the finger and cast blame while things get worse in their own countries. Blame external forces, not their own policies. North Korean Hackers Using QR Codes to Steal Sensitive Information: FBI North Korean state-sponsored cyber threat group Kimsuky is targeting American entities via a QR code scheme that can compromise sensitive information, the FBI said in a Jan. 8 alert. “As of 2025, Kimsuky actors have targeted think tanks, academic institutions, and both U.S. and foreign government entities with embedded malicious Quick Response (QR) codes in spearphishing campaigns,” the FBI stated. “This type of spearphishing attack is referred to as Quishing.” “Quishing (QR Code Phishing) is a phishing technique in which adversaries embed malicious URLs inside QR codes to force victims to pivot from their corporate endpoint to a mobile device, bypassing traditional email security controls.” In quishing campaigns, threat actors send QR images to targets as email attachments or embedded graphics, which typically evade URL inspection mechanisms. When targets scan the QR code, they are routed via redirectors to webpages that harvest their credentials. Such webpages impersonate Microsoft 365, Okta, or VPN portals. These operations typically end with hackers bypassing multifactor authentication (MFA) and hijacking cloud identities without triggering the usual “MFA failed” alerts. They can then establish persistence in the organizations' networks and use the compromised mailboxes to carry out further hacking operations, the agency warned. The FBI recommended that organizations adopt a multilayered security strategy to tackle the unique risks posed by QR hacking schemes. Source: americafirstreport.com https://twitter.com/disclosetv/status/2010464207192371542?s=20 Medical/False Flags Cancer Drugs Drive Nearly One-Fifth Of Pharma Sales The global pharmaceutical industry’s revenue is increasingly concentrated in a handful of high-value drug classes, with oncology, diabetes/obesity treatments and immunology leading the charge. As Statista’s Tristan Gaudiat details below, according to estimates from Statista Market Insights, cancer drugs alone generated over $217 billion last year, making oncology the largest therapeutic segment, driving nearly one-fifth (18 percent) of all pharmaceutical sales. You will find more infographics at Statista Antidiabetic medicines rank second, with estimated sales of over $85 billion in 2025, contributing 7 percent to global market revenues. Source: zerohedge.com then Premiums will FALL, by 50% or more, for most people. I want to go back to the three year window where you can get in there for ObamaCare where you won't pay as much. Don't expand ObamaCare. Congress must make Trump Rules permanent. These were President Trump's 2018 Short Term Plans Rule that President Obama terminated. All Congress has to do is say, ‘Look, the Short Term Plans can last up to 36 months, your Insurer can sell you a Renewal Guarantee so it can last even beyond that period, and you will get lower priced Insurance, better Insurance, Longer Term Insurance and, it doesn't cost Taxpayers a dime or, it won't destabilize ObamaCare.' Much simpler than what President Trump's advisers are selling him, much better to assuage the fears of nervous Democrats, because we had these Rules in place for six years, and ObamaCare did not crater. Subsidies will not solve this problem. Government should be capping what it spends on Healthcare at ZERO. Send them a check. No need for subsidies. Congress has to get out of the way of Private Insurance Companies. Give the money to the Consumers to buy directly from the Health Insurance Companies.” [DS] Agenda https://twitter.com/ElectionWiz/status/2010347486783693056?s=20 https://twitter.com/WarClandestine/status/2010445777676673233?s=20 https://twitter.com/RealAbs1776/status/2010549397969350845?s=20 https://twitter.com/amuse/status/2010554642107675018?s=20 https://twitter.com/DHSgov/status/2010362097562013779?s=20 https://twitter.com/RapidResponse47/status/2010540542220726775?s=20 https://twitter.com/disclosetv/status/2010537739767238962?s=20 https://twitter.com/TheStormRedux/status/2010374476819472477?s=20 dozens and dozens of those individuals to justice already. We're gonna keep hundreds of HSI officers there to continue to protect those children. Every day we get another individual that was sexual assault against a child. Sodomy against a child. I can't believe that the mayor and governor can defend allowing those people to go out there and victimize more of our children and grandchildren.” Infuriating. When see you see these dumbass leftists protesting in the streets, just know that they are out there protecting pedophiles. At this point, how can anyone claim that the Democrats are the “good guys”? https://twitter.com/AGPamBondi/status/2010755631972577560?s=20 rammed a Border Patrol vehicle, threatening the lives of federal law enforcement officers. He should NEVER have been in our country to begin with, and we will ensure he NEVER walks free in America again. President Trump's Plan https://twitter.com/amuse/status/2010487811732840449?s=20 A federal grand jury voted to indict the former FBI Director on two felony counts — and then three federal judges unraveled that indictment through conjecture, media narratives, personalized attacks on the United States Attorney, and procedural anomalies that have no precedent in federal criminal practice. https://twitter.com/RealSLokhova/status/2010247488826175976?s=20 https://twitter.com/realJeremyCarl/status/2010710384769151325?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

united states america women american netflix california world president donald trump europe china strategy france fall state germany russia european government ukraine board european union dc north carolina microsoft public entrepreneurship barack obama healthcare congress hbo fb fbi harry potter game of thrones iran stage economy supreme court bs republicans bridge empowerment vladimir putin democrats cuba panic insurance senate venezuela blame denmark wtf nato fed powell transportation dollars historians hungary islamic consumers cuban warner federal reserve dc comics chess mfa qr treasury greenland doj national security senior advisor agencies obamacare cb ds vpn justice department duffy vice chairman jerome powell taxpayers border patrol economic growth truth social handing subsidies urls dj t game over california department lousy premiums tracked okta fbi director voila motor vehicles ayatollah sodomy federal reserve board wbd infuriating united states attorney insurer goog sea islands hsi senate banking committee createelement factually android os chairman powell fmcsa getelementbyid parentnode cdls transportation dot eu nato health insurance companies kimsuky transcript good

3 Bold Predictions to Start 2026

Play Episode Listen Later Jan 8, 2026 20:23

It's the most wonderful time of the year. No, We're not talking about the holdiays. We're talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Which AI company will reign supreme in 2026 - The case for the solar industry's outperformance - The long overdue revival of the housing market - Stocks on our radar Companies discussed: GOOG, FSLR, TSLA, GEV, GRBK, FND, ARRY, PLD Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Essays From Yesterday, Vol. 8

Play Episode Listen Later Jan 7, 2026 53:21

As we open 2026, David looks backward to get clearer about what really matters going forward. In the eighth installment of Essays From Yesterday, he revisits four Rule Breaker essays written between 2006 and 2014—spanning market sell-offs, forgotten drawdowns, early buyouts, language that shapes behavior, and the enduring power of mindset. Along the way, we're reminded that sharp declines happen more often than we remember, that short-term scorecards mislead, and that a handful of great winners can overwhelm many mistakes. This lesson-filled episode makes the case for capital “H” History as an investor's secret weapon—and for why perspective, patience, and precise thinking continue year after year to crush the stock market averages. • (5:02) Introduction to July 2006 Issue • (15:55) The Tim Beyers Issue • (27:42) Greatest Issue Ever • (37:26) Starter Stocks Companies mentioned: AKAM, APKT, CRM, GOOG, ISRG, MELI, NILE, PDLI, QLIK Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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"Your Financial Future" with Nick Colarossi of NJC Investments 01/03/2026

Play Episode Listen Later Jan 3, 2026 59:50

Our first program of 2026 features Growth Stock picks, including some "out of the box" Data Center plays, and high-quality Value Stock picks. We also cover the newly announced contribution limits for your 2026 401k, Roth and Traditional IRAs.

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2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day

The Canadian Investor

Play Episode Listen Later Dec 29, 2025 47:17

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

Episode 492: Fresh grads and startups or the goog

Soft Skills Engineering

Play Episode Listen Later Dec 22, 2025 33:30

In this episode, Dave and Jamison answer these questions: Listener AWS multi-region is not real multi-region, ask me how I know asks, We've recently acquired some bright-eyed and bushy-tailed new grads. What have you found to be the most effective way to onboard new grads into development roles? How has it changed (if at all) since the advent of LLMs? I want to make sure my new-grad crushing machine is operating as smoothly as possible considering the recent advancements in developer tooling. Those new grads won't crush themselves! Listener Taso asks, Early in my career I was all-in on startups. Then I spent seven years in big companies in leadership roles. I learned a lot, but the politics and the pace were so slow that at some point I'm pretty sure geological processes were moving faster than our release cycles. So I finally flipped some metaphorical fingers and quit. Since then I've been interviewing almost exclusively with startups… except Google, where I somehow ended up with an offer on a team I'd genuinely enjoy. You've both bounced between big tech and startups—if you were in my shoes, how would you think about choosing between the two?

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Play Episode Listen Later Dec 22, 2025 25:28

One of the best episodes of the year to close out. Why? Because I provide a Seeking Alpha Scanner and a look at the top performing ETF's and what they are bullish on. THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠⁠EPISODE SUMMARY

Hidden Gem Stocks We Love at the End of the Year

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Play Episode Listen Later Dec 18, 2025 19:38

While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for. Companies discussed: LULU, GOOGL, GOOG, ABNB Host: Jason Hall, Jon Quast, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Play Episode Listen Later Dec 10, 2025 28:36

This episode has quite a lot packed in. The top stocks, a look at CRAZY GOOD stocks and several for you to do research on. THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - ALPHA PICKS AND PREMIUM Save over $200⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

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Play Episode Listen Later Nov 26, 2025 24:55

TRENDSPIDER giveaway is ONLY on Twitter (or X) . I won't enter any other comments in to the contest. 1. Follow2. Comment Apple's closing price on Friday 3. Retweet or share ⁠https://x.com/DailyStockPick3/status/1993310118998417769?s=20⁠BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠⁠EPISODE SUMMARY

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How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Nov 25, 2025 33:15

TRENDSPIDER giveaway is ONLY on Twitter (or X) . I won't enter any other comments in to the contest. 1. Follow2. Comment Apple's closing price on Friday 3. Retweet or share https://x.com/DailyStockPick3/status/1993310118998417769?s=20BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠EPISODE SUMMARY Enter to win Enhanced, Premium, or Standard plans—just follow, comment your $AAPL price prediction, & retweet!Final days: Grab the best Black Friday sale—never pay more and get technical edge for 2024!Portfolio power: $TSLA , $GOOG , $AMZN , $NVDA , $META , $MSFT , $QQQ all in focus, plus watchlist winners like $CLS , $CRDO , $AGX , $POWL , $NBIS , $IREN , $AVGO , $BABA , $IMPP , $INSM , $LITE , $OPEN , $SNDK , $BMNRMarket insights: Rate cut odds, bull market stats, Mag 7 performance, and Alpha Picks portfolio gainsDon't miss: Black Friday stock deals, crypto's bounce, and technical strategies for 2024!Try the Turtle strategy, join the giveaway, and stay ahead with the hottest charts!dailystockpick.substack.com#StockMarket #DailyStockPick #TrendSpider #Giveaway #BlackFriday #Mag7 #ChartingWins

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Ranking the TOP 10 Stocks‼️

Play Episode Listen Later Nov 25, 2025 47:15

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you're looking for a real, no-nonsense walkthrough of what's actually happening in the market right now, this is the kind of session you'll want to sink into. We're digging into the biggest names traders keep throwing into the chat: NVDA, SOFI, AMD, GOOG, CAKE, EAT, and a whole lineup of others. And instead of chasing headlines or guessing on vibes, everything is broken down using the OVTLYR Nine system so you can see exactly what the data says.The whole point of the session is simple: let the market show you what's real. Not what people hope is happening, not what Reddit threads swear is “about to explode,” but the actual trend, demand, and momentum that's playing out on the chart. You'll see how the 10, 20, and 50 EMAs reveal trend strength, how order blocks create hidden pockets of resistance and support, and why sector strength matters way more than most people think.At one point, we dig into NVDA's wild swing and how easy it would have been to FOMO right into the wrong spot. Then SOFI shows up with a giant green candle that tricks a lot of traders into thinking reversals magically happen in one day. The breakdown makes it obvious why that's not how trends work and how to stay out of danger when a stock is still deeply bearish underneath the excitement.For quick reference, here are a few moments worth paying attention to:✅ NVDA's failed surge and why chasing the earnings candle was a trap✅ SOFI's big green day and why it didn't change the bigger bearish picture✅ Why EAT is one of the strongest setups in the discretionary sector right now✅ How order blocks reveal where buyers and sellers are truly waiting✅ Why the OVTLYR Nine score instantly exposes strong vs. weak stocksThere's also a super helpful section on fractal timeframes. A lot of traders get confused when the five-minute chart looks bullish but the daily chart looks awful. This session clears that up by showing how different timeframes fit together like zoom levels on a camera. You'll literally see AMD, NVDA, and SOFI transform as we go from daily charts down to four-hour, one-hour, and five-minute views. Once you see it, you can't unsee it.And then there's the big one: protecting the family. That mindset changes everything. The moment a trend breaks, you don't cling to hope or pray for a bounce. You step aside, protect your account, and keep yourself positioned for the next real opportunity. Watching names like Rocket Lab melt down drives that point home in a way that sticks.By the end, every stock is ranked from strongest to weakest using pure data. No hype. No opinions. Just what the OVTLYR Nine framework shows when you line up the market, the sector, the trend, and the stock itself. If you want clarity in a messy market, this is the kind of breakdown that keeps you grounded and confident.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

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Gemini Sacude la IA, Novo Tropieza y el Nasdaq Toma la Delantera

Play Episode Listen Later Nov 24, 2025 2:34

En el episodio de hoy, el foco se divide entre avances tecnológicos, tropiezos en el sector farmacéutico y el rebote del mercado mientras se acerca una semana corta pero cargada de datos económicos clave:

"Your Financial Future" with Nick Colarossi of NJC Investments 11/22/2025

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Play Episode Listen Later Nov 22, 2025 59:50

We reveal the latest buys and sells of the Oracle of Omaha, Warren Buffet, and Microsoft Founder and Former CEO, Bill Gates. We review the importance of the Nvidia Earnings Report and discuss recent market volatility and current market opportunities. Happy Thanksgiving!

Semis and Housing and Retail, oh My!

Play Episode Listen Later Nov 20, 2025 20:20

This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Another quarter of monster numbers from NVIDIA - Home Depot and Lowe's thoughts on the housing and home improvement market. - Walmart's quarterly numbers make Target's management look silly. Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Play Episode Listen Later Nov 20, 2025 37:48

For anyone who got nervous about the market - JOURNAL it. This was a great lesson. Is the market going back to a straight up trend? Nobody knows - give it some time, but all signs point to a very healthy economy, a Fed that will lower rates and earnings that are beating! BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠Alpha Picks - Save $100 ⁠⁠Seeking Alpha Pro - for the Pros ⁠EPISODE SUMMARY

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Play Episode Listen Later Nov 19, 2025 37:54

Know what you own. Know the indicators that are important to stock price like MacD and RSI. Know the fundamentals of the stocks you own. Know if they have changed based on earnings and estimates. If none of that is worrisome - you're fine! Today's episode is all about - WE NEED A PULLBACK and more may be in store. But panic is not a strategy. BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. SEEKING ALPHA BUNDLE - Save over $200Seeking Alpha Premium - FREE 7 day trial Alpha Picks - Save $100 Seeking Alpha Pro - for the Pros EPISODE SUMMARY

Play Episode Listen Later Nov 18, 2025 29:36

This is a "How to use the tools" MASTER CLASS looking at $MU, $GOOG, several Alpha Picks and so many other stocks. You'll see how finding stocks that are STRONG BUYS and using the charts helps make gains. If your tools can do this - KEEP THEM! If not - consider trying them using the BLACK FRIDAY SALES! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Play Episode Listen Later Nov 17, 2025 33:27

A great look at how to analyze $NVDA earnings - Sidekick gave you the blueprint. TRY IT! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Semana Clave: Regresan los Datos, Nvidia Lidera y Buffett se interesa por Google

Play Episode Listen Later Nov 17, 2025 3:04

Arranca una semana crucial para los mercados, marcada por el regreso de indicadores económicos clave, expectativas por los resultados de Nvidia y señales de cambio en la política comercial:

"Your Financial Future" with Nick Colarossi of NJC Investments 11/15/2025

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Play Episode Listen Later Nov 15, 2025 59:50

We share with you US News and World Report's top Semiconductor ETFs right now. We report on the winners and losers from last week's volatile trading and share our optimism for 2025 into 2026. We review the top performing market sectors year to date.

Consumer Brands Shake Things Up…With Mergers

Play Episode Listen Later Nov 5, 2025 17:20

2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: - Kimberly-Clark's deal to acquire Kenvue - The numerous portfolio shakeups in consumer brands - Jerome Powell's comments on AI bubbles - What AI businesses are thriving vs those spinning their wheels Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Wall Street arranca noviembre en verde; $PFE demanda a $NVO y $MTSR, $IREN salta 18% por contrato con $MSFT

Play Episode Listen Later Nov 3, 2025 4:37

Summary del Show: • Wall Street inicia noviembre con el Nasdaq +0.5% y el S&P 500 +0.2%, pese al shutdown que entra en su día 34. • Pfizer $PFE demanda a Metsera $MTSR y Novo Nordisk $NVO por incumplimiento de contrato tras oferta rival. • $IREN se dispara 18% con un megacontrato de $9.7B junto a $MSFT para infraestructura cloud con GPUs Nvidia. • $GOOG emite €3B en bonos para financiar su expansión en IA y nube.

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Nasdaq salta por $AMZN y $AAPL; $NFLX anuncia split 10:1; apagón de $DIS en YouTube TV

Play Episode Listen Later Oct 31, 2025 3:32

Summary del Show: • El Nasdaq lidera tras resultados de $AMZN (+11.9%) y $AAPL (+2.5%), que revitalizan el ánimo luego de una sesión floja. Inversores miran ahora a $CVX y $XOM antes de la apertura y asimilan la cancelación de la cumbre Trump–Putin. • $AMZN bate en ventas, beneficio y suscripciones con AWS como motor; $AAPL también supera expectativas en su trimestre fiscal. El sesgo vuelve a mega-cap tech pese al tropiezo reciente de $META y $MSFT. • $NFLX anuncia split 10:1 para facilitar la participación en su plan de opciones; trading ajustado comienza el 17 de noviembre. Pese a márgenes recientes más flojos, las acciones suben +20% en 2025. • Apagón de canales de $DIS (incl. ESPN y ABC) en YouTube TV tras fallar acuerdo con $GOOG; ~10M de suscriptores afectados. Aerolíneas $UAL, $AAL, $LUV y $DAL piden reabrir el gobierno para pagar a controladores y TSA.

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Alphabet Soars While Meta Sinks

Play Episode Listen Later Oct 30, 2025 19:01

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's ambitious spending plan sending the stock down -Microsoft's and Alphabet's earnings and outlook getting mixed reviews -One year without Brian Niccol at Chipotle -One year with Brian Niccol at Starbucks Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Thursday, October 30: A Post-Powell Pullback and Tech Margins, How Markets Are Reacting

NewsWare‘s Trade Talk

Play Episode Listen Later Oct 30, 2025 18:56

S&P Futures are pointing lower this morning as investors digest a wave of earnings, Fed commentary, and geopolitical updates. Mega-cap tech continues to deliver strong margins, though Microsoft's softer PC outlook weighed on its guidance. Fed Chair Jerome Powell struck a hawkish tone in yesterday's press conference, signaling that a December rate cut is not a foregone conclusion. Meanwhile, U.S.–China talks wrapped up as expected, easing trade tensions with no surprises. We'll also touch on YouTube's expiring agreement with Disney, the FDA's push to streamline biologic drug testing, and the latest corporate movers — from GOOG and LLY to META, MSFT, and MRK. After the bell, all eyes turn to Apple, Amazon, Coinbase, Reddit, and Roku, with ABBV, CVX, and XOM set to report tomorrow morning.

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"The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, IFC

C.O.B. Tuesday

Play Episode Listen Later Oct 29, 2025 64:26

Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today's most dynamic topics. In our discussion, Obinna outlines the IFC's role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC's structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC's role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC's investment approach and capital structure, and Obinna's Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC's sustainability criteria. Obinna summarizes the IFC's market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC's initiatives to expand generation and grid capacity in Africa, and the Middle East's bid to be a ‘Switzerland of AI Infrastructure.' We ended by asking Obinna for key trends he's watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can't thank Obinna enough for joining and sharing his insights. We look forward to staying in touch. Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend's OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei's party scored a major win in Argentina's legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week's move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke

Play Episode Listen Later Oct 29, 2025 43:50

Fed meeting and 3 Mag 7 Stocks report tonight. Expect volatility and this should shape the direction of the market. Is the bubble about to pop? If you've got your tools and you know the stocks you own, you should feel confident - not nervous! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - HUGE SALE - Get 1 year with 52 trainings for less than the price of piano or golf lessons ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Wall Street sube antes de la Fed; foco en $GOOG, $MSFT, $META y el tono de Powell

Play Episode Listen Later Oct 29, 2025 5:05

Summary del Show: • Wall Street avanza con cautela antes de la decisión de tasas y resultados de Big Tech. • Se espera que la Fed recorte 25 pb y Powell adopte un tono moderado. • $BE se dispara más de 18% tras resultados y expansión global. • $AMZN invertirá $5B en Corea del Sur para nuevos centros de datos de IA.

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AAPL MSFT META GOOG Earnings Volatility | 5% Mortgage Rates Coming? | No Inflation Despite Tariffs | 7000 Up Next for S&P 500 Index?

Broken Pie Chart

Play Episode Listen Later Oct 27, 2025 54:48

Derek Moore is joined by Shane Skinner and Mike Snyder to discuss the upcoming huge week in earnings and where the options markets rank the big 4 this week for implied moves. Then, they ask the question of what would need to happen to see 30-year mortgage rates slip lower to 5%. Later, they review the latest (albeit late) CPI figures and note, despite tariffs, no surge in inflation. All this and more plus a couple of recommendations. Implied volatility around earnings AAPL MSFT META GOOG Spread between 30-year mortgage rates and the 10-year treasury yield Spread narrowing plus lower 10-year yields impact on mortgage rates CPI comes out late but still no surge in inflation How shelter (housing) is still responsible for most of the CPI YoY change VIX gets crushed lower after only a week ago piercing the 25 level Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com

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TDI Podcast: DiMartino Booth Says What?(#944)

Play Episode Listen Later Oct 26, 2025 59:45

It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)

Play Episode Listen Later Oct 24, 2025 27:48

I show you how I use AI today to build a watch list. Plus there are so many good lessons in today's episode including - DON'T FOLLOW TRADES. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Play Episode Listen Later Oct 23, 2025 41:20

This episode was AWESOME. I take you through using AI to look at the macro economy and discover - is this a pullback? Also I tell you WHY I own $TSLA stock and give you 5 stocks from the Motley Fool and 5 things you SHOULD be doing in the market NOW! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Play Episode Listen Later Oct 22, 2025 36:52

Go past the rant and the Alpha Picks stuff. I have some good analysis of $AMZN, $META and $GOOG and why I love them. Plus what I expect from $TSLA earnings and $LRCX. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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TDI Podcast: Profit on Predictions (#943)

Play Episode Listen Later Oct 19, 2025 63:41

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another "V" recovery - or fake out? And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California. Follow @howardlindzon Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)

EPS 266 | Q3 Portfolio Review and Some Earnings

Dividend Talk

Play Episode Listen Later Oct 18, 2025 99:56

In this week's episode of Dividend Talk, we're back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.We start with France's credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI's impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.SEE YOU ON THE INSIDE!!Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOMJoin us :[Facebook] - ttps://www.facebook.com/groups/dividendtalk[Twitter] - @DividendTalk_ , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/[Malmo Meet up] - https://t.co/STgV1nMWKj

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Markets, Investing, Netflix, Tesla, Nvidia, XAI

Breakaway

Play Episode Listen Later Oct 9, 2025 32:59

OpenKatie Porter: Governor of CA. Can we just get some smart rational leaders?! Music: Every major has a corresponding minor. Count 6. Major: WWHWWWH C:CDEFGABMinor:123456 = AmMarketsAll time highs! Market up 4x in 10 years. $100,000 10 yrs ago: VOO = $400,000VGT = $800,000Apple = $1m NFLX = $1.1mTSLA = $2.8m NVIDIA = $30m100,000 = $400,000 nowSymbol | Total Returns (Daily) | 1 Year | 3 Year | 5 Year | 7 Year | 10 YearAAPL | 16% | 86% | 129% | 382% | 930%AMZN | 23% | 94% | 39% | 135% | 718%GOOG | 51% | 150% | 241% | 330% | 675%META | 22% | 438% | 178% | 356% | 676%MSFT | 29% | 129% | 160% | 401% | 1185%NFLX | 70% | 430% | 123% | 239% | 1002%NVDA | 45% | 1434% | 1229% | 2668% | 29157%QQQ | 26% | 129% | 123% | 252% | 517%TSLA | 80% | 94% | 205% | 2380% | 2701%VGT | 31% | 146% | 147% | 306% | 696%VOO | 19% | 93% | 111% | 160% | 300%Investment over time: At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.You should have over $10m by age 50. (below shows $13.5m with 10% returns.NetflixWokeFlix. Everyone will hate something!! Greg Peters - Co CEO:"Go with God and try to monetize the heck outta that."Good philosophy for LIFE! Still really the only PURE streaming playTeslaElon Musk's 2018 Tesla Compensation PlanStructure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650BDone in 2023. Stock was basically $20 and 10X!!! 20x now.Elon Musk's 2025 Proposed Tesla Compensation PlanStructure: Similar to 2018 with 12 tranches of restricted stock. Milestones: 12 market cap targets from $2T to $8.5TFSD v14. Watch the vides. Parking in Garages, fast-food drive-thru's, pulling over for ambulance, etc… Tesla is the world leader in:(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.XAIXAI/Grok, Gemini/Google, OpenAI/ChatGPT, Jensen Huang:Play video hereRecommendationsAtomic Habits and How to Win Friends and Influence People

9 Foolish Truths I Hold to Be Self-Evident: 2025

Play Episode Listen Later Oct 8, 2025 50:52

Today is that day—once every two years—when this podcast goes back to basics and we restate and recommit to the eternal verities David sees in business, in investing, and in Rule Breaker Investing. So put down those oars, join us aboard our sailboat, and let the winds guide you back toward these valuable core beliefs. Whether you're well steeped in Foolishness or at the beginning stages of your investing journey, these are nine foundational truths not to be forgotten. Stocks Mentioned: AMZN, GOOG, HUBS, ISRG, MELI, MRNA, NFLX, PFE, SBUX Sign up for The Motley Fool's Breakfast News here:⁠www.fool.com/breakfastnews⁠ Order David's Rule Breaker Investing book here:⁠ https://www.amazon.com/gp/product/1804091219/⁠ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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"Your Financial Future" with Nick Colarossi of NJC Investments 10/04/2025

Play Episode Listen Later Oct 4, 2025 59:50

We take a look at quickly growing Rare Earth companies and a new Rare Earth ETF opportunity. We also review stocks of top Nuclear Energy Producers and ETFs in that area that diversify can nuclear assets. We get ready for 2026 with AI companies that may just be the new leaders going forward.

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Market Cap Game Show: Planes, Steaks & Automobiles

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Play Episode Listen Later Sep 17, 2025 67:00

Welcome back to our quarterly Market Cap Game Show! Two past champions—Andy Cross and Yasser El-Shimy—take the stage to test their market-cap mettle (and yours) across ten public companies, vying for a spot in the 2026 March Market Cap Madness World Championships. From tech titans and international hotel brands to down home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected—plus plenty of banter. Can you outscore Andy, Yasser, or both? Play along, challenge your market cap intuition, and discover the surprising values of companies you know and love (and maybe a few you've never heard of!). Companies mentioned: ASR, CARG, CEG, CME, GOOG, LKQ, MAR, NXP, PGR, TXRH Sign up for The Motley Fool's Breakfast News here: ⁠www.fool.com/breakfastnews⁠ Order David's Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Guests: Andy Cross, Yasser El-Shimy Producers: Bart Shannon, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Are Canadian Banks Priced to Perfection?

The Canadian Investor

Play Episode Listen Later Sep 4, 2025 42:00

In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season. Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Fiscal.ai 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.

Geekshow Helpdesk: get off my smooth motion, dude!

Geekshow Podcast

Play Episode Listen Later Sep 4, 2025 63:15

Tony: -Carbonation Station: Bucked Up Miami -Electricity through osmosis: https://www.zmescience.com/ecology/japan-just-switched-on-asias-first-osmotic-power-plant-which-runs-24-7-on-nothing-but-fresh-water-and-seawater/ -Traeger Woodridge Pro Review -QLC is no longer a curse word: https://www.pcgamer.com/hardware/ssds/sk-hynixs-world-first-321-layer-qlc-flash-memory-chips-boasting-100-percent-faster-transfer-speeds-and-up-to-56-percent-greater-write-performance-will-be-in-gaming-pcs-next-year/ Jarron: -Windows 11 is finally getting Bluetooth LE https://www.theverge.com/news/766569/microsoft-windows-11-bluetooth-super-wideband-stereo-le-audio-voice-feature -Dolby Vision 2: https://www.engadget.com/home/home-theater/dolby-announces-dolby-vision-2-expanding-picture-quality-beyond-hdr-123019504.html?src=rss -Goog can keep Chrome and Android: https://yro.slashdot.org/story/25/09/02/2119208/google-gets-to-keep-chrome-but-is-barred-from-exclusive-search-deals-judge-rules?utm_source=rss0.9mainlinkanon&utm_medium=feed Owen: -THIS is how you use a GPU(s) https://www.tomshardware.com/tech-industry/artificial-intelligence/laserweeder-packs-two-dozen-nvidia-gpus-and-lasers-to-zap-your-weed-problem-vaporizes-600-000-weeds-per-hour-with-sub-millimeter-precision-instant-laser-death-for-pesky-weeds -How do they know you're not watching youtube from work? https://www.cnet.com/tech/services-and-software/youtube-is-pausing-premium-family-plans-if-you-arent-watching-from-the-same-address/ -OpenAI IS monitoring your conversations. https://openai.com/index/helping-people-when-they-need-it-most/ Lando: -Just manipulate the AI and it will do what you want! https://www.theverge.com/news/768508/chatbots-are-susceptible-to-flattery-and-peer-pressure

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Google's antitrust case: This stock will be the real winner

Wall Street Unplugged - What's Really Moving These Markets

Play Episode Listen Later Sep 3, 2025 62:04

Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC). In this episode: Why the Powerball is the world's biggest scam [0:58] Are we in for another terrible September for the market? [5:47] The Fed's big dilemma [8:06] We're in a ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will the momentum continue? [17:26] The real winner of Google's antitrust case [19:38] Why Big Money investors are pouring billions into Anthropic [29:29] Don't listen to Buffett about the Kraft Heinz breakup [47:22] A lesson on entertainment from college football's Lee Corso [59:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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10 Years Later: 5 Stocks for the Next 5 Years

stocks latin american meli motley fool goog casy

Play Episode Listen Later Sep 3, 2025 57:03

We're launching a new series—10 Years Later—where we open a time capsule, revisit a 5-Stock Sampler on its 10th birthday, and see what really happened. First up is our original (9/2/2015) sampler, 5 Stocks for the Next 5 Years: a motley mix that spanned Latin American e-commerce, rural convenience, blockbuster gaming, frontline cybersecurity, and kitchen-tech roll-ups. Longtime Fool Rick Munarriz joins as David's sidekick to share the what, why, and when of these stocks' march through the decade. How did each of these stocks do? How about the sampler's overall outperformance? David & Rick extract the key lessons. Rule Breaker Investing isn't just about keeping score; it's about learning how (and why) we win. Companies Discussed: ATVI, CASY, GOOG (legacy of FEYE/MNDT), MELI, MIDD Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Pre-order David's upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Google Wins! - 09/03/25

Trader Merlin

Play Episode Listen Later Sep 3, 2025 48:28

Discord Channel: https://discord.gg/pqKsMKp6SA The gavel has come down — and Alphabet just scored a major court victory. On today's show, we'll break down the details of the ruling, what it means for Google stock ($GOOG) going forward, and how this decision could ripple across the tech sector. We'll also turn our attention to gold's meteoric rise. Is it signaling fear, inflation, or just a flight to safety? I'll dig into the charts and fundamentals to decode what this move means for traders and the broader markets. And of course, I'll share how I'm positioning around these big developments with some trade updates you can learn from. #TraderMerlin #Google #Alphabet #CourtCase #TechStocks #Gold #StockMarket #Investing #TradingPodcast #FinancialMarkets Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: - Clik - TradeStation - Tradingview

google alphabet goog discord channel

TDI Podcasts: The Mosh Pit (#936)

Play Episode Listen Later Aug 31, 2025 73:27

Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money. She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada. Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America's wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. Check this out and find out more at: http://www.interactivebrokers.com/ Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)

When AI Execs Say the Market Looks Bubbly