Podcasts about Interactive Brokers

Interactive Brokers Founder Thomas Peterffy joins to discuss the company's latest earnings report and trading activity trends. Then, we preview what to expect from Alphabet and Tesla earnings after the bell today with capex a big focus for both companies. Plus, we bring you the details of OpenAI's model going rogue and hacking into another company all on its own. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:55) ASML's Earnings (04:53) Adyen's Annual Report and Shareholder Questions (10:58) OpenAI's Legal Challenges and Hardware Developments (15:03) Bank earnings (24:56) Stripe, PayPal, and Payment Industry Dynamics (29:55) Tech Leadership on social media (35:05) Crypto, NFTs, and Regulatory Environment (40:01) Home Buying Trends and Market Reflections (49:58) Interest Rates, Inflation, and Demographics (55:01) Share issuance issue ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks fell again on Friday, with Wall Street on track for a weekly decline, as traders weighed the latest moves in semiconductors along with the latest quarterly reports. Contessa Brewer and Frank Holland are joined by Interactive Brokers' Steve Sosnick and Albion Financial's Jason Ware to break down the latest retail trading trends amid the recent semiconductor slide on Wall Street. Brian Sullivan phones in on the CNBC news line to report on the latest global energy headlines as several U.S. companies announce multi-billion-dollar investments in restoring Iraqi oil fields to reduce the reliance on Iranian infrastructure. Meanwhile, Phoenix Mayor Kate Gallego sits down with the anchors to discuss Taiwan Semiconductor's plans to spend an additional $100 billion to expand its operations in Arizona. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Last Trade: Jackson, Michael, and Brian make the case that Bitcoin is carving out a structural bottom as old-coin distribution collapses and the worst of ETF and treasury-company selling exhausts itself. They break down Japan reclassifying crypto as a financial product and slashing its effective tax rate from 55% toward 20%. They dig into why the Clarity Act, not the administration, is the real green light for Wall Street. They close on Morgan Stanley's $4 to $8 trillion AI capex wave and the launch of Onramp's Back to the Basics campaign.---

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) Introduction (04:04) What Is a Semiconductor? Basic Explanation and Analogy (15:11) History (19:54) Industry Cycles, Leading Companies, and Market Dynamics (30:09) Case Study: ASML and EUV Lithography Machines (38:03) Case Study: Taiwan Semiconductor (TSMC) and Advanced Nodes (53:00) Cadence Design Systems and Semiconductor Software (01:08:13) Listener Questions ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In deze nieuwe aflevering van de podcast bespreken beursexperts Albert Jellema en Jordy Beuving de meest opvallende bewegingen op de financiële markten.We beleven momenteel een flinke 'big rotation' op de beurs. Wat betekent dit voor jouw portefeuille? Daarnaast duiken de heren diep in de techsector met updates over de kwartaalcijfers van ASML, de ontwikkelingen bij chipgigant SK Hynix, de 'software summer', en de impact van de winstwaarschuwing van IBM. Ook Nederlandse favorieten zoals IMCD, SBM Offshore, Meta en het hernieuwde overnamebod op AkzoNobel passeren de revue.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:02) Terry Smith's letter (24:16) Microsoft's layoffs at Xbox (40:21) Samsung earnings and industry outlook (44:27) AI lab profitability metrics and bubble watch (46:24) Blue Origin's valuation (48:32) Satellite industry and capital cycle considerations (54:58) Listener questions (01:00:10) Coca-Cola's bottling vs. beverage company performance ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the Vehicle Remarketing Industry (29:36) Understanding Market Dynamics and Natural Disasters (31:44) International Expansion (33:28) Management Changes (39:04) Market Share Challenges (45:05) Valuation (50:23) Investment Decision ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In deze video worden de volgende onderwerpen besproken door Nico Inberg en Jordy Beuving: big rotation, SK Hynix, IMCD, Meta, Software summer, SBM Offsore.Beleg slim met MEXEM: toegang tot aandelen, ETF's, opties en meer op 170+ beurzen wereldwijd. Profiteer van 2 gratis ETF-transacties per maand, lage kosten en de betrouwbare infrastructuur van Interactive Brokers.Ontdek Mexem: https://www.lp2.mexem.com/de-aandeelhouderTimestamps: 00:00 - 02:29 Opening02:29 - 08:30 Big rotation08:30 - 14:00 SK Hynix14:00 - 16:00 IMCD: Industrie trekt aan16:00 - 20:06 Meta20:06 - 23:55 Software summer? 23:55 - SBM Offshore

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:30) Meta's Cloud Business Announcement (16:46) Investing in Automotive: The Case of Renault (21:17) Nike's Struggles in the Market (28:17) Rocket Lab's Acquisition and the Space Economy (39:55) The Semiconductor Sector: Opportunities and Risks (47:56) Restaurant Investments: Jersey Mike's (51:08) Small Cap Insights and Market Trends (54:03) Humorous Stock Market Insights and Misconceptions ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, host Mark Benzaquen sits down with Steve Sosnick, Chief Strategist at Interactive Brokers, to explore the evolution of volatility from a simple pricing input to a full-fledged asset class. Steve breaks down the VIX, pushes back on the "fear gauge" label, and shares how investors at every level are using volatility-linked products to hedge risk and capture opportunity — before the conversation takes a lighter turn on life, karaoke, and loving what you do.

In this episode, host Mark Benzaquen sits down with Steve Sosnick, Chief Strategist at Interactive Brokers, to explore the evolution of volatility from a simple pricing input to a full-fledged asset class. Steve breaks down the VIX, pushes back on the "fear gauge" label, and shares how investors at every level are using volatility-linked products to hedge risk and capture opportunity — before the conversation takes a lighter turn on life, karaoke, and loving what you do.

In deze video worden de volgende onderwerpen besproken door Nico Inberg en Albert Jellema: Heineken, Flow Traders, Signify, Besi & Sif deze week. Beleg slim met MEXEM: toegang tot aandelen, ETF's, opties en meer op 170+ beurzen wereldwijd. Profiteer van 2 gratis ETF-transacties per maand, lage kosten en de betrouwbare infrastructuur van Interactive Brokers.Ontdek Mexem: https://www.lp2.mexem.com/de-aandeelhouderMeld je hier aan voor het webinar: NL aandelen of VS Tech aandelen?https://www.deaandeelhouder.nl/webinar-NL-aandelen-of-amerikaanse-techaandelen/aanmelden-webinar/Bekijk ons softwarerapport:https://www.deaandeelhouder.nl/columns/welke-software-aandelen-verdienen-de-koersdaling-en-welke-niet/Tijdslijn:00:00 - 01:13 Opening01:13 - 03:57 Heineken03:57 - 08:46 Flow: geen dividend tot 203008:46 - 11:48 Signify: Dimlicht11:48 - 15:14 Software rapport15:14 - 19:30 Signify: wind tegen#beurs #deaandeelhouder #beleggen #investing #tech

In deze video worden de volgende onderwerpen besproken door Albert Jellema en Jordy Beuving: Prosus, Japanse Yen, Tencent, Baidu, kooptip, ASML deze week. Beleg slim met MEXEM: toegang tot aandelen, ETF's, opties en meer op 170+ beurzen wereldwijd. Profiteer van 2 gratis ETF-transacties per maand, lage kosten en de betrouwbare infrastructuur van Interactive Brokers.Ontdek Mexem: https://www.lp2.mexem.com/de-aandeelhouderTijdslijn:00:00 - 01:52 Opening01:52 - 08:05 Jaarcijfers Prosus08:05 - 11:25 Japanse Yen11:25 - 18:10 Baidu chipdivisie IPO in aantocht18:10 - 24:23 Terugblikken op kooptip van mei 202624:23 - ASML #beurs #deaandeelhouder #beleggen #investing #tech

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss: (00:00) Introduction (01:21) Accenture (10:43) Netflix (16:19) Nike (22:37) Stock 4 (28:14) Stock 5 (34:42) Stock 6 (42:21) Stock 7 (47:52) Stock 8 (53:16) Stock 9 (58:23) Stock 10 (01:02:44) Rapid Fire Picks ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The major averages are trading higher across the board on the final trading day of the second quarter as the Dow paces for its best first half in 5 years.  Kelly Evans is joined by Interactive Brokers' Steve Sosnick who helps break down the market action as they discuss the massive rally investors have seen in chip stocks and interview a healthcare analyst to ask whether the recent biotech momentum can continue.  Oppenheimer's Chris Kotowski also joins the show to explain the rationale behind his latest research note in which he downgrades Morgan Stanley and Goldman Sachs, saying alternative financial stocks are a better investment right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:09) Micron Madness: Earnings and Expectations (10:02) The AI Chip War: OpenAI's Custom Chip Announcement (17:32) Meta's New Ventures: Prediction Markets and Glasses (31:49) Meta's Capital Allocation and Market Comparisons (32:08) Lime's IPO and Business Model Insights (36:38) MicroStrategy's Bitcoin Strategy and Market Impact (42:03) The Future of MicroStrategy and Bitcoin's Viability (45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies (52:41) Researching Industries and Competitors (56:11) Wise's Business Performance and Market Positioning ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer six listener questions on UK personal finance - from gifting money to children using the 'normal expenditure out of income' rules to whether ISA withdrawals can support one-off big spends. They also cover pension consolidation and FSCS protection, investing while living abroad, how DB pension accrual affects SIPP annual allowance, and how to bridge the gap to State Pension without over-relying on AVCs. Finally, they tackle the practical steps to opening a Stocks and Shares ISA - and how to get started with confidence. Practical, jargon-free guidance for UK savers and investors navigating pensions, ISAs, tax and retirement planning. Shownotes: https://meaningfulmoney.tv/QA53  02:35  Question 1 Hi Pete and Roger, I have followed meaningful money for around 6 years now and it has been an invaluable source of sensible advice which I have followed. This has left my wife and I in a very good situation for retirement as you will see below. You deserve an MBE at least!. Love the double act with Roger as well. I am 62 and my wife is 60 years young. Our total pensions will be around 35K a year which is all we need for our basic living cost and general going out etc. We have a house worth £750K with no mortgage and no debts. I have a DC pension around £920K and my wife around £650K and our two boys have just moved out of our house and so we are now retiring and relearning life B.C. (Before Children). I have begun looking into gifting them money out of excess income. I like the idea of giving with warm hands - and strangely so do my boys! Putting our scenario into google gemini, using UFPLS with regular drawdowns and keeping within the current 20% tax band we could each have around 50K income after tax over the next 30 years. Really cannot see us spending more than 40K/year travelling and this will certainly reduce in time as we get older and so will give the increasing excess to our kids. To keep HMRC documentation simple (hmm) we plan to use our joint account to give gifts to the boys but I am guessing that we will need to prove to HMRC that we have equal income to do this? So my wife will take 8.5K less from her DC pension than I from mine. I hope this all makes sense. I presume if our incomes were not balanced we would have to pay out from our individual accounts and document both for HMRC purposes? In addition I have 200K and my wife around £150K in ISAs and savings . I know we can each gift 3000/year from the ISA as well as using excess income from our pension. Again, I asked google gemini about this and apparently I can use the ISA for certain capital payments. Eg a) to buy a new car b) redo bathroom/bedroom c) a large holiday  Not sure what would be the position if we said our largest holiday each year is paid from an ISA and any other holidays are from our pension income and we still gift excess to the kids? - seems a very grey area. I am sure in time HMRC will look closer into this area. So I think it will be sensible to still use the ISA in the next few years and not take everything from the pension and possibly change to funds from accumulation to income as well? One last thought as all this is based on the current tax rates. The IHT rate NRB has not changed since 2009 and would be worth around £530K today and I am presuming there will be increasing pressure to raise this given house price growth and especially after 2027 when pensions are included in the estate for IHT? Best Regards, Bill   09:37  Question 2 Dear Pete and Roger, I can't thank you enough for the excellent free content you put out into the world. I recently got diagnosed with a degenerative condition which will affect me and my family down the line. Your podcast has inspired me to take control of my finances including putting the right protections (insurances) in place and using investing to help navigate a more uncertain future - THANK YOU! The information is accessible and you guys make me chuckle as I go about my day! My question... I am keen to make my life easy when it comes to managing my finances but I have hit a wrinkle in my plan. My preference would be to consolidate my pension into as few pension accounts and underlying funds as possible.  To me the levels of protection available through the FSCS seem too low to be compatible with keeping a pension all with one provider. Am I missing something? How do you think about balancing this risk, without ending up with lots of pension accounts with different providers? Additionally, I have been selecting the same low cost All-World tracker ETF across my family's ISAs and SIPPs, is this inherently risky too and should I aim to use different fund providers (perhaps that aim to achieve the same investment objective). Anyway, I may be being overcautious here or be misunderstanding the level risk but any reassurance would be greatly appreciated. Thank you again Andy   18:24  Question 3 Hi Roger and Pete, I'm 32 and I've been listening the podcast for a few years and the advice (particularly about investing) has helped me immensely. I have a question about investment portfolios when moving abroad. I moved away from the UK 2.5 years ago, at which point I stopped investing into Vanguard and moved to Interactive Brokers. I still have a decent amount invested in Vanguard, but I'm not sure whether it makes sense to consolidate everything into one platform or keep it split over two. I don't have any immediate plans to return to the UK, although I imagine I will eventually. Do you think it makes any difference in how the investments are split, or am I worrying about nothing? Thanks for sharing any of your *thoughts* and perhaps clearing this up for me. Keep up the amazing podcast, Michael (originally from Cornwall!)   21:23 Question 4 Hi Pete and Roger I recently discovered your podcast and am working my way though the back catalogue! I am finding it extremely informative and it is helping me demystify a subject I have found confusing for a long time, so thank you. My question is how do I calculate the amount I can contribute annually to my SIPP whilst also contributing to a DB pension and AVCs (£200/month)? My annual gross salary is £25744. I opened the SIPP to give me flexibility to retire earlier than 67 when I intend to access my DB pensions (as well as my current local government DB pension I have a deferred University DB pension from previous employment), ideally between 60-62, and access the SIPP along with my S&S ISA to bridge the gap. Thanks, Melanie   27:28 Question 5 Hello Pete & Roger, I'm a long time listener and as a result in far better financial shape than I was for many years, thank you. In work I am often akin to the Shawshank Redemption character Andy Dufresne as I find myself offering financial or pension scheme advice to colleagues. This advice ends with recommending your good selves and the knowledge repository that is the Meaningful Money archive and books! I am 56 and just over 4 years from my planned early retirement at 61,  when I will have 36 years contributing into a company DB pension. I plan on taking this in a stepped format (with PCLS) to offer a higher initial payment until my state pension starts 6 years later at 67. To maintain basic rate income tax, I am paying my maximum matched pension contributions plus AVC's through salary sacrifice (until 2029) to keep just under the 40% tax limits. My wife will be solely reliant on her (full) State Pension having not contributed to a personal pension, she will receive this when I am 64, meaning our combined funding danger zone will be around 3 years during which we may need funds to top up our income either from the PCLS pot or ISA savings to this final combined total, "our figure". So my question: You repeatedly talk about retiring with options such as having pensions, ISA's and savings etc. but I am concerned my pension and AVC fund will be totally concentrated with little else. After maximising the pension and AVC contributions it looks likely I will not contribute enough to fund a savings pot that could comfortably cover the 3 year danger zone. Will this pension / AVC concentration matter? Should I continue paying the AVC's to avoid higher rate tax on my income and recovering tax rebate into the AVC pot? To me this makes sense, but would funding a savings pot give us flexibility to fund our pension gap somehow that I am missing, and do I need to target an ISA or other savings pot in my remaining working years. This prospect would feel like not living for today, but retirement is in touching distance so might it be worthwhile? Many thanks & best regards, Tim   34:52  Question 6 To the Bruce Springsteen and Little Steven of the financial world! Hi guys my name is Cam, I'd just like to say you guys are absolutely fantastic at what you do, the knowledge you provide is genuinely incredible and immensely helpful. I think I speak for all your listeners when I say without your podcast there would be a lot of people struggling with personal finance! Keep up the good work Pete and Rog! I am 27 years old, 17 months ago I quit my 9-5 and started my own dog walking business, I have since trained to become a dog trainer too. My business has gone from strength to strength and I'm very proud. However the change from going from a wage structure to a varied income per month has been a tough adjustment especially when saving and wanting to invest and so on. I contribute to my pension each month, I pay into a LISA each month (for a first time home) the only thing I don't do is pay into a stocks and shares ISA. Firstly how do I open one? I have listened to your podcast for well over 2 years now and have listened to the majority of the back catalogue, I feel like I know what to do but it's a genuine fear that's stopping me from opening one. I don't know how to explain it - it's almost like my head is telling me 'don't open one you'll mess it up.' Is it literally as simple as sign up to a provider, open an account, add money in each month? I feel stupid saying I'm fearful of opening one but I genuinely am! The last part of my question is simply is there anything else I should be doing that I'm currently not?  Insurance wise I have income protection and the necessary insurances for my business. Thanks once again you absolute legends! Cam Boring Money ISA Comparison: https://www.boringmoney.co.uk/compare/stocks-and-shares-isas/ 

On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss: (00:00) Introduction (02:57) Rupert's Background and the SpaceX IPO (06:04) Understanding the Lockup Period for SpaceX (09:04) Market Dynamics and Capital Raising Trends (11:52) The Impact of Indices on Market Valuations (15:03) Hyperscalers and Their Capital Raising Strategies (17:51) The Future of AI IPOs and Market Sentiment (34:40) The Role of AI in Market Valuations (38:17) Understanding Addressable Market in IPOs (46:34) Navigating Bull Markets and Historical Context (50:17) Retail Investors and the IPO Process Blind Squirrel Macro: https://www.blindsquirrelmacro.com/p/its-line-in-the-sand-time-dario?r=9ef2u&utm_campaign=post&utm_medium=web&triedRedirect=true ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Roku's Acquisition by Fox Corporation (10:09) TripAdvisor's Sale of The Fork to American Express (20:55) Exploring the Denmark Index and Investment Opportunities (34:19) Accenture's Dividend Yield and Cash Flow Stability (35:49) Fiserv Executive Departures and Investor Concerns (41:17) Small Cap of the Week: Spectra Systems (47:09) Legacy Education: A Healthcare Roll-Up Opportunity (51:00) Salesforce's Acquisition of Fin (56:14) Snap's New AR Glasses: A Critical Look (01:01:10) Autodesk: Evaluating Investment Potential ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Sosnick, chief market strategist at Interactive Brokers, entered the year expecting the stock market to be down in 2026, and while stocks have overcome the gravity he saw weighing it down, he thinks there is trouble on the horizon. "We've become very detached from basic fundamentals and very much focused on ... betting the longshot, that it's going to come in," Sosnick says in today's Big Interview. "Either we reach an extreme level and grow into it ... or we overshoot the target and have to correct a bit and I hope it's nothing worse than a garden-variety correction." Catherine Yoshimoto, director of product management for the Russell U.S. Indexes at FTSE Russell, discusses the 2026 semi-annual Russell U.S. Indexes Reconstitution, which is underway now and concludes on June 26. The process — which resets the index but also defines the size it takes  for a stock to be large-, small- or micro-cap  is-resetting the bar for large-cap investments at roughly $5.7 billion. That's up nearly 25% from a year ago, reflecting huge gains for the Magnificent Seven stocks (up nearly 50% in size from a year ago) but also broad-based growth across market segments. In the Market Call, Kathy Boyle, president of Chapin Hill Advisors, talks about using ETFs to play defense, leaning into precious metals and commodities and other areas to protect against downside risk that she expects will materialize when the market starts to lose its momentum.

On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss: (00:00) Introduction (03:43) Understanding business model (09:38) Competitive Landscape (12:35) Unique Country Focus (15:58) Growth Drivers: Total Payment Volume and Customer Acquisition (18:53) Addressing the Muddy Waters Short Report (33:00) Valuation (39:46) Risks and Challenges in Investment (45:10) Growth potential (56:40) Final Thoughts and Resources James's Substack: https://rockandturner.substack.com/ James's book: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1 ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

As part of Interactive Brokers' ongoing podcast series highlighting women in the financial industry, Kelly Gusmao joins IBKR's Judith Casasampere to discuss building innovative businesses, empowering female investors and creating opportunities for the next generation of leaders.

Steve Sosnick of Interactive Brokers examines growing retail investor interest in SpaceX. Memory stocks remain at the center of the market conversation: Mehdi Hosseini of Susquehanna explains why the group continues to surge and what is driving demand across the AI ecosystem. Plus, Carter Worth charts the surge. Our Oliver Renick breaks down the growing market for SpaceX-linked options and how investors are finding new ways to gain exposure. Ellen Zentner, Chief Economic Strategist at Morgan Stanley, analyzes the Federal Reserve's first meeting under Chair Kevin Warsh and what the shift could mean for rates, inflation and economic growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:47) Fintech Sell-Off: Analyzing Market Trends (13:05) Apple Worldwide Developer Conference: Key Takeaways (22:42) Wix Restructuring: Implications for Investors (29:48) Nintendo Direct: Anticipation and Concerns (35:37) High-Quality Companies Trading Below 15 Times Earnings (39:47) Listener Questions and Investment Strategies (45:05) Contrarian Investment Ideas (47:52) SpaceX and OpenAI IPO Predictions (51:59) Market Bubble Watch and Predictions (56:43) World Cup Betting Insights ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss: (00:00) Introduction (02:48) Chuck Akre's Unconventional Journey to Investing (06:36) Akre Capital Management's Performance and Transition (10:57) The Three-Legged Stool Investment Philosophy (16:50) Case Studies: American Tower and Private Equity Investments (35:03) Trimming Positions and Opportunity Costs (36:46) Case Study: O'Reilly Automotive's Reinvestment Moat (42:45) Constellation Software: A Long-Term Holding (51:16) Akre's Portfolio Performance and the SaaS Pivot (57:59) Lessons from Akre Capital Management ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh's impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase: Get 20% off the first year of your Coinbase One annual plan at coinbase.com/unchained. Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Equities are near all-time highs, the Fed's preferred inflation gauge just hit a multi-year peak, Iran ceasefire talks are producing a familiar ratchet effect in markets, and Bitcoin is quietly underperforming tech stocks on a nine-month volatility low. Steve Sosnick, chief strategist at Interactive Brokers, joins Steve Ehrlich to map what's actually driving these unique market dynamics. They cover the two vulnerabilities that could change things, the uncomfortable parallel between today's AI capex and the 1999 bandwidth buildout, what $120 billion in money market inflows says about where retail cash is actually sitting, the challenge Kevin Warsh faces walking into an already-skeptical FOMC, and why crypto is currently losing the competition for momentum-chasing money to AI stocks, upcoming IPOs, and even a memory chip ETF. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Ehrlich, Head of Research at SharpLink and Host of Bits + Bips: The Interview Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Sosnick — Chief Strategist at Interactive Brokers Learn more about your ad choices. Visit megaphone.fm/adchoices

Buy in May and Let's Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR's Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (AMZN), (SPY), (IWM), (RSP)

Find us at www.crisisinvesting.com Matt and Doug open with a light discussion about June holidays, local attitudes toward Pride Month in Virginia, and Trump's unusual AI-style memes, then shift into subscriber questions. Doug explains his cautious stance on sizing into cheap junior mining and gold stocks while wanting more cash "dry powder" amid fears of a potential deflationary market collapse that could temporarily drag miners down too. They discuss whether nuclear weapons and modern city-targeting warfare violate the Geneva Conventions, citing WWII bombings, Korea, Iraq infrastructure attacks, and the devastation and contested casualty estimates in Gaza and southern Lebanon. Doug and Matt touch on eVTOL investing as a regulatory-heavy, early-industry space; risks from Japan rate changes, major tech IPOs, index/ETF dynamics, and speculative options; corn vs. soybeans as a fertilizer play; Doug's views on the soul as unprovable but personally plausible; why Eric Sprott's Forbes cover isn't a top signal; Interactive Brokers for Canadian exchanges; and why inheritance often harms children unless values and education are strong. 00:00 June Holiday Banter 01:12 Pride Flags and Virginia 02:08 Trump Meme Calendar 05:08 Gold Stocks and Dry Powder 08:52 Nukes and War Crimes 13:01 Gaza and Lebanon Fallout 15:22 eVTOL Investing Outlook 18:43 Japan Yen Carry and IPO Top 21:16 Corn vs Soybeans Trade 23:18 Do Souls Exist 27:09 Sprott Cover Top Signal 29:47 Broker for Canadian Stocks 30:13 Inheritance and Raising Kids 35:39 Wrap Up and Next Week

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (03:22) Google's $85 Billion Equity Raise (09:11) Comparing Meta and Google: Future Prospects (12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison (15:11) Trouble in FinTech Paradise: MasterCard and Visa (18:58) Celsius Stock (21:43) Wise Group and Regulatory Investigations (36:55) The Impact of AI on Financial Data Companies (40:25) Evaluating Ratings Agencies and Their Future (42:29) Concerns Over Index Fund Integrity (44:39) SpaceX's AI Revenue Projections and Market Reactions (47:29) Analyzing BlackRock Coffee Bar's Market Position (51:05) Lululemon's Growth Challenges and Market Dynamics (54:59) Victoria's Secret's Brand Revival vs. Lululemon's Struggles (58:55) Diageo's Turnaround Potential in a Tough Market ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position (06:38) Understanding Duolingo's Business Model (09:42) Growth and User Engagement Strategies (12:45) Challenges and Market Dynamics (15:54) Valuation and Financial Performance (18:53) Management and Future Outlook (29:43) Rocket Lab (36:49) Strategic Acquisitions and Growth Plans (40:37) Financial Strategies and Market Positioning (45:46) Valuation Insights and Market Expectations (50:17) Comparing Rocket Lab and SpaceX 7investing: ⁠https://7investing.com/⁠ ***************************************************** Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  ⁠https://www.interactivebrokers.com/⁠  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh's impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase: Get 20% off the first year of your Coinbase One annual plan at coinbase.com/unchained. Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Equities are near all-time highs, the Fed's preferred inflation gauge just hit a multi-year peak, Iran ceasefire talks are producing a familiar ratchet effect in markets, and Bitcoin is quietly underperforming tech stocks on a nine-month volatility low. Steve Sosnick, chief strategist at Interactive Brokers, joins Steve Ehrlich to map what's actually driving these unique market dynamics. They cover the two vulnerabilities that could change things, the uncomfortable parallel between today's AI capex and the 1999 bandwidth buildout, what $120 billion in money market inflows says about where retail cash is actually sitting, the challenge Kevin Warsh faces walking into an already-skeptical FOMC, and why crypto is currently losing the competition for momentum-chasing money to AI stocks, upcoming IPOs, and even a memory chip ETF. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Ehrlich, Head of Research at SharpLink and Host of Bits + Bips: The Interview - https://x.com/Steven_Ehrlich Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Sosnick — Chief Strategist at Interactive Brokers Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Salesforce Earnings and Buyback Program (09:06) State of the Korean Markets (12:22) Verra Mobility's Earnings and Market Reaction (17:57) Discussion on DRAM ETF and Memory Stocks (26:56) Ferrari's First Electric Car Launch (37:02) Anthropic's Unprecedented Growth (42:53) Costco's Consistent Performance (46:48) Celsius and the Competitive Energy Drink Market (50:40) Mitek Systems and Autodesk Earnings (55:28) NBA Players Entering the Tech Space (01:00:55) OpenAI's Financial Challenges ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capital (27:13) Druckenmiller (41:05) Pat Dorsey (54:40) Value Act (01:03:27) Research Ideas and Final Takeaways ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:59) Financial Overview of SpaceX (06:12) Revenue Streams and Business Segments (09:16) Elon Musk's Compensation Package (12:03) Starlink's Growth and Profitability (18:15) Concerns and Red Flags in Financials (22:04) Market Valuation and Investor Sentiment (24:58) Related Party Transactions and Governance (27:51) Final Thoughts and Predictions (38:01) Navigating Musk's Business Moves (40:00) Insights from Constellation Software's Shareholder Meeting (44:53) Wix's Earnings and Market Reactions (49:11) Airbnb's Growth and Booking Trends (50:56) Intuit's Market Challenges and Stock Performance (54:51) Nvidia's Impressive Growth and Valuation Dilemma (57:57) New Bank's Performance and Market Position ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:(00:00) Introduction(03:15) The Importance of Indexes and Benchmarking(06:12) Challenges in Building and Maintaining Indexes(09:25) Revenue Generation and Business Model of MSCI(12:19) The Role of AI in Index Management(15:22) Future Growth and Market Trends for MSCI(31:33) The Role of MSCI in the ETF Market(33:43) Growth Potential and Market Trends(35:01) Competitive Advantages of MSCI(40:44) Comparing Moats: Stock Exchanges vs. Index Providers(45:50) Valuation Insights and Future Projections(51:52) Investment Decisions and Market Considerations*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Mike Nicoletti is the founder and general partner of Top Mark Capital, a concentrated long-term investor who built his firm from a $110,000 seed during business school, drawing on experiences spanning tech consulting in Stockholm, competitive offshore sailing, and startup ventures.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/5:00 — Mike's family origin story: born near Toronto, his grandmother was a Jacuzzi — the family behind the iconic brand. From airplane propellers in WWI to water pumps to hydrotherapy, entrepreneurship ran deep.12:00 — The Jacuzzi family sold the business in 1979 at a bad time; infighting over share distribution led to the undoing. Mike's father passed away suddenly when Mike was seven, reshaping his childhood.16:00 — Stepfather John introduced frugality and discipline. The $1/week allowance ledger, $5 lawn mowing, and a grandfather's advice — "Sounds like you need some new customers" — sparked Mike's entrepreneurial instincts.20:00 — Sailing discovery: learned on a chalkboard, walked onto a college team with zero experience, eventually pursued competitive offshore racing. Sailing opened doors and became a lifelong thread.27:00 — In New York prepping a sailboat, Mike stumbles into Brian H. Lawrence's investing circle at Oak Cliff Sailing. Lawrence seeds Top Mark Capital with $100,000; Mike had $10,000.33:00 — Joel Greenblatt sighting at the Lawrence office. Brian Lawrence Jr. guides Mike through fund setup. "I just did it" — filed Delaware entities, opened Interactive Brokers, built it from scratch.40:00 — Pirsig's Zen and the Art of Motorcycle Maintenance: static vs. dynamic quality as a framework for value investing. Value investors hunt for dynamic quality; dogma is dynamic quality that became static.45:00 — Top Mark's asymmetry thesis: buy quality businesses with unrecognized option value exposed to long-arc trends. Venture capital's trend-identification applied to public equities.53:00 — "Software is eating the world" evolution: from cloud to AI/ML to the current harness phase — Claude Code, Cursor, Perplexity. Enormous infrastructure demand ahead.59:00 — Healthcare disruption: genomic sequencing costs dropped from $1 billion to ~$200. Diagnostics + AI will reshape the care model before patients even see a doctor.1:07:00 — Partnerships over transactions. Buffett told Brian Lawrence only 1-2% of world capital is invested this way — and Berkshire is half of it.1:10:00 — Success defined: Mom's family had love without wealth, Dad's family had wealth with problems, the Lawrences had both. "Surround yourself with good people."1:12:00 — Restoring what was lost: the Jacuzzi fortune, Polish communism — generational wealth as inspiration, not entitlement.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

In this episode we answer emails from Geraldo, Rock, Ute.  We discuss how to give well, shifting from big-name school donations to smaller charities with immediate impact, moving from individual stocks to a Golden Butterfly style portfolio with less stress, treating Roth conversions as optional and highly personal rather than automatic, using a conservative Interactive Brokers margin loan as a temporary cash buffer, lowering margin-call risk with diversification and alternatives, and pressure-testing inflation claims for retirees and comparing U.S. data with and older study from The Netherlands.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterWCI Podcast Episode re Charitable Giving with Rebecca Herbst:  How to Maximize the Impact of Your Charitable Giving - WCI Podcast #470Referenced Inflation Study Paper:  S1474747216000202jra 85..109J.P Morgan Inflation Study:  JP_Morgan_White_Paper_Three_Retirement_Spending_Surprises.pdf - Google DriveRAND Inflation Study:  Spending Trajectories After Age 65: Variation by Initial Wealth | RANDBreathless Unedited AI-Bot Summary:You can be “right” about taxes and still be wrong about living. We dig into three listener emails that expose a common trap for smart investors: turning retirement into an endless optimization project, while the real goal is a calmer portfolio, a sustainable withdrawal plan, and a life you actually want to spend money on.First, we walk through a practical way to transition from individual stocks to a Golden Butterfly portfolio without getting paralyzed by detail. We talk about why macro allocation matters more than the exact ticker list, how to think about growth vs value exposure, and why simplifying inside retirement accounts is usually easier than in taxable accounts where capital gains can bite. We also share what we'd try to eliminate first when someone is de-risking for retirement.Next, we zoom out to retirement tax planning and charitable giving. We discuss why blanket advice on Roth conversion strategy and withdrawal order often fails, what it means to “disgorge” traditional IRAs before RMD age, and how qualified charitable distributions (QCDs) can be a quietly powerful tool for charitably inclined retirees.Then we tackle margin as a tool, not a lifestyle. We break down using a conservative Interactive Brokers margin backstop, how diversification can reduce drawdowns and margin-call risk, and why assets like Treasuries, gold, and managed futures show up again in risk parity style thinking. We also address a listener challenge on retiree inflation and why country, data vintage, and healthcare systems can flip the conclusion.If you like clear portfolio mechanics with real-world tradeoffs, subscribe, share the show with a friend, and leave a review so more DIY investors can find us.Support the show

No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format.*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Plus: The online brokerage Interactive Brokers expands its prediction-markets offerings. And British Prime Minister Keir Starmer is facing growing pressure to step down. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly(12:33) Adobe(17:59) Alphabet(22:39) Wise(29:38) Airbnb(35:23) Grupo Aeroportuario del Centro Norte(38:59) Wix(43:17) Amazon(47:21) Coupang(51:07) Autodesk(53:08) Taiwan Semiconductor(56:04) Corporacion America Airports(59:06) Adyen*****************************************************Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: ⁠Stockwriteup.com⁠ *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 25% off any plan: ⁠⁠https://fiscal.ai/chitchat⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:10) Ryan Cohen and GameStop's Controversial Moves(06:03) Nano Nuclear Energy x Super Micro Computer(09:21) Remitly's Strong Earnings Report(12:19) Coupang's Mixed Performance(16:12) Uber's Earnings and Market Position(22:01) Grab's Resilience Amid Regulatory Challenges(26:06) The Impact of SpaceX IPO on Market Dynamics(29:47) Pinterest's Aggressive Buyback Strategy(42:47) The State of Online Dating Apps(45:41) Earnings Reports and Company Valuations(52:19) Cerebras and the Semiconductor Landscape(56:07) Palantir's Growth and Market Positioning*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Prediction markets have been easy to dismiss as a gambling product dressed up in financial language. That became harder to do when Intercontinental Exchange — the company that owns the New York Stock Exchange — quietly took a 25% stake in Polymarket. And when Robinhood partnered with Susquehanna to acquire a MIAX exchange platform that is already regulated and cleared specifically for prediction markets trading.The finance industry has a long habit of showing up wherever money is moving and taking a cut. It is showing up here now. The question for investors is not whether prediction markets will become a legitimate financial product — Nick and Kasey think that trajectory is clear. The question is which publicly traded companies are best positioned to benefit, and how to think about the difference between a short-term hype cycle and a genuine secular growth theme.In this episode, CSI steps outside its core semiconductor focus to cover the full prediction markets landscape and compare Robinhood and Interactive Brokers head-to-head on their Q1 2026 earnings — because the way those two businesses generate revenue tells you almost everything you need to know about which one is built for the long run.Robinhood reported $1 billion in revenue, up 15% year over year, with EPS up just 3% — slower than investors expected. The stock dipped on the report. But the MIAX acquisition is genuinely interesting: a regulated, cleared prediction markets exchange that could morph from a retail gambling product into a professional risk management tool for investors hedging real portfolio exposure against real-world outcomes.Interactive Brokers reported $1.68 billion in revenue, up 17% year over year, across 4.75 million accounts. The revenue chart tells a different story — smooth, consistent, institutional. Net interest income has grown to exceed transaction revenue over the past decade. ForecastEx, their prediction markets product, launched in 2024 and is already aimed at professional investors rather than retail gamblers.The comparison matters. One business is built around hype cycles and transaction spikes. The other is built around compounding institutional trust. Both are in prediction markets now. Only one of them looks like Interactive Brokers fifteen years from now.What we cover:— The prediction markets landscape: Kalshi, Polymarket, Robinhood, CBOE, NASDAQ, ICE— ICE owns 25% of Polymarket — what institutional validation means for the industry— Robinhood Q1 2026: $1B revenue, EPS +3% — the MIAX acquisition explained— Why prediction markets become risk management tools, not just gambling— Interactive Brokers Q1 2026: $1.68B revenue, smooth institutional revenue model— HOOD vs. IBKR: boom-bust vs. compounding — what the revenue charts actually show— The finance flywheel: why Wall Street always finds a way to monetize a new cycle— Our current positions and how we're thinking about this as a portfolio diversification playDisclosure: Nick and Kasey hold positions in Robinhood. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss:(00:00) Introduction(03:27) Market Dynamics(06:42) Government Spending(09:47) Understanding SpaceX's Business Model(12:43) Valuation Challenges and Market Comparisons(15:37) The Future of Starlink and Competition(25:09) Investing in Space: The Elon Musk Factor(28:25) Rocket Lab: The One-Stop Shop for Space(33:58) Navigating the Defense and Space Sectors(40:54) Emerging Opportunities in Space Defense Tech(43:26) Understanding the Long-Term Dynamics of Defense Stocks*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(02:24) Alphabet's Impressive Performance(09:31) Apple's Revenue Growth and Challenges(15:00) Amazon's Strong Results and Market Position(21:35) Depreciation Trends in Big Tech(24:36) Reddit's Revival and Monetization Potential(29:48) Starbucks' Recovery and Market Strategies(32:55) Earnings Insights: Visa and American Express Growth(36:57) Real Brokerage and Remax Merger Analysis(42:18) Defense Budget and Autonomous Warfare Investments(46:02) Market Reactions to Earnings Reports(57:41) Consumer Trends: Fast Food vs. Grocery Performance(01:01:45) Future Watchlist: Companies to Keep an Eye On*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss:(00:00) Introduction(10:12) Understanding investing philosophy(15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment(30:13) Navigating the COVID-19 Panic: Airline Investments(36:25) The TORM Case Study: A Debt-to-Equity Success(41:59) Key Takeaways from Howard Marks' Investment Philosophy(46:21) AI and Private Credit: Future Considerations*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) Tim Cook's Legacy at Apple(08:20) ServiceNow's Earnings and AI Focus(11:28) Software Sector and Valuation Concerns(13:29) CEO Changes and Market Implications(18:41) Intel's Earnings and Semiconductor Outlook(24:09) Philip Morris and Tobacco Market Trends(30:53) Regulatory Risks in Nicotine and Tobacco(38:26) American Express: Stability and Pricing Power(44:24) Tesla Earnings and Narrative Control(53:13) Market Speculation: Tesla and SpaceX Merger(57:52) Small Cap of the Week: Zeta Global(01:00:50) Enterprise Software and AI Risks(01:02:31) Avis Meme Stock*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Intel takes center stage after the stock soared on earnings. Gil Luria of D.A. Davidson analyzes what they mean for the semiconductor landscape and AI competition. Cameron Dawson, CIO at NewEdge Wealth, and Steve Sosnick of Interactive Brokers debate the market outlook and how investors should position from here. Huntington Bank CEO Stephen Steinour discusses bank earnings and what they signal for lending and the economy. Rodney Comegys, CIO at Vanguard Capital Management, examines the IPO market and whether activity is picking up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of Chit Chat Stocks, we speak with new guest M.V. Cunha, going over a full breakdown of Wix stock. We discuss:(00:00) Introduction (08:14) Understanding why Wix is down(17:36) Financial Engineering Moves(18:56) Q4 Results and Business Performance(24:05) AI Disruption Risks(31:13) The Rise of Base 44(40:58) Wix's Resilience Against AI Disruption(48:24) Valuation Insights and Market Perception of WixManuel's substack: https://mvcinvesting.substack.com/*****************************************************Subscribe to our newsletter, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.