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In this episode we answer emails from Camille and Jeff. We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures and treasuries for taxes, practical cash options at IBKR and ultra-short term ETFs, designing a mix for higher safe withdrawal rates, when to ratchet spending and when to hold flat, and tracking mandatory versus discretionary spending, among other things.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles: How to Do an Asset SwapFI Tax Guy Post on 72(t): Retire on 72(t) Payments – The FI Tax GuyWhite Coat Investor Podcast with Sean Mullaney: Managing Taxes in Retirement with Sean Mullaney | White Coat InvestorTax Planning Book: Amazon.com: Tax Planning To and Through Early Retirement: 9798999841599: Garrett, Cody, Mullaney, Sean: BooksUltra-short ETFs for Parking Excess Cash: Ultra Short-Term ETF ListPortfolio Charts Descriptions of Variable Withdrawal Strategies: Retirement Spending – Portfolio ChartsBreathless Unedited AI-Bot Summary:What if your IRA isn't a locked box until 59½? We dig into the real-world playbook for early access and smarter withdrawals, showing how 72(t) and asset swaps let you fund life now without wrecking your allocation or triggering penalties. Along the way, we answer donor questions on where to park managed futures when tax-advantaged space is tight, how to rebalance when bonds live behind the IRA wall, and the cleanest ways to earn yield on cash at Interactive Brokers with short-term ETFs like SGOV, BIL, and JPST. We also touch on BOXX for high earners and ask our Canadian friends to weigh in on legacy RRSP headaches.From there, we map a durable withdrawal framework: blend growth and value equities, hold intermediate and long treasuries for ballast, and add diversifiers like gold and trend to raise your safe withdrawal rate. If pensions and Social Security cover the essentials, a 5% withdrawal from a risk-balanced mix can still thrive over 30 years, especially when you limit spending increases to 1% instead of full CPI. For raises, we compare floor-and-ceiling rules to ratchets so you can lock in gains after meaningful portfolio advances, yet stay flexible when markets wobble.To ground it all, we run through market movers—growth stocks buzzing, gold shining, bonds steadying—and share performance across our sample portfolios, from classic Golden Butterfly to leveraged variants. Takeaways are simple and usable: your access is wider than you think, tax location is a spectrum not a slogan, and the best spending rule is the one that fits your life. Subscribe, leave a review, and tell us: which withdrawal rule would you follow this year, floor and ceiling or a ratchet?Support the show
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(22:56) Adobe's Acquisition of Semrush(27:22) AI Winners vs. Losers: SaaS Valuation Divergence(35:10) AI and Software Development: Enhancing Creativity(38:20) Becton Dickinson: A Special Situation Investment(39:27) Wix: Analyzing Growth and Market Position(45:53) TeraVest: A Canadian Manufacturing Gem(56:14) MicroStrategy Madness(01:02:24) Hims and Hers: New Services and Market 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.
On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:(00:00) Introduction (02:38) Argentina's Economic Landscape Post-Election(05:02) Currency Challenges and Economic Recovery in Argentina(07:39) Political Stability and Free Market Prospects in Argentina(10:43) Spotlight on Corporacion America Airports (CAAP)(21:16) Exploring Other Investment Opportunities in Argentina(23:42) Political Climate and Investment Outlook in Chile(27:29) Investment Strategies in Chile's Resource Sector(29:18) Investing in Latin American Banks(32:11) Political Catalysts and Industry Focus(33:39) Challenges in Trading Colombian Stocks(35:52) Colombian Market Recovery(42:55) Understanding Currency Valuation(47:07) The Impact of Currency Valuation on Argentina(49:48) Future Political Trends in Latin America(53:52) Opportunities in Latin American MarketsIan's newsletter: https://ianbezek.substack.com/*****************************************************Sign up for our stock research service, 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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Wall Street’s hottest trades are cooling. Stocks fell again as AI-linked names continued to retreat, bitcoin flashed weaker risk appetite, and a Cloudflare outage reminded investors how vulnerable the digital ecosystem can be. Investors are now questioning whether the AI momentum trade is losing steam. Steve Sosnick, Chief Strategist, Interactive Brokers discusses whether this is a temporary pullback or an early shift in market sentiment as we head toward key earnings from Nvidia and Walmart along with an overdue Payrolls report. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
On the latest Cents of Security Podcast, we dive into Interactive Brokers' InvestMentorSM, a free app designed to make financial literacy simple and accessible for everyone.
Подпишись на Telegram-канал RationalAnswer — https://t.me/RationalAnswer Бонусные посты из моих ТГ-каналов RationalAnswer: – Как поехавшие бабули отсудят у вас квартиру: самый полный разбор от юриста – https://t.me/RationalAnswer/1441 – Индивидуальное разъяснение ЦБ РФ: россияне, проживающие преимущественно за рубежом, могут торговать ценными бумагами на иностранных счетах без их раскрытия в ФНС – https://t.me/RationalAnswer/1442 – Невыносимая точность стереотипов: ученые проверили расовые/этнические стереотипы и выяснили, что они в целом довольно точны – https://t.me/RationalAnswer/1444 – Резюме текущих способов трансфера денег из/в Interactive Brokers для жителей РФ – https://t.me/RationalShitposting/531 – Решаем финансовую загадку от Артемия Лебедева – https://t.me/RationalShitposting/528 – Кто на самом деле виноват в бабкогейте – https://t.me/RationalShitposting/532 – И что про него думают разные нейросети – https://t.me/RationalShitposting/536 Дополнительные материалы к выпуску: – Дмитрий Филонов про русского робота – https://vc.ru/story/2336596-aidol – История нефтетрейдера Кристофера Эппингера – https://vc.ru/invest/2332697-treyder-kristofer-eppinger-kak-on-zarabotal-250-mln-na-rossiyskoy-nefti – Прощальное письмо Уоррена Баффета – https://www.berkshirehathaway.com/news/nov1025.pdf – Можно ли покупать акции Berkshire как альтернативу S&P 500 – https://t.me/RationalShitposting/129 – Фото недели – https://x.com/AJamesMcCarthy/status/1989721613408112762 – Презентация Valve – https://youtu.be/OmKrKTwtukE – WSJ про генетический стартап Preventive – https://archive.ph/kCqc6 – Пересказ интервью Сатья Наделлы – https://t.me/seeallochnaya/3077 – Эксперимент с зарядкой телефонов – https://t.me/Fourier_series/620 Текстовая версия выпуска со ссылками: https://habr.com/ru/articles/966732/ YouTube-версия: https://youtu.be/ch8BBMGyXJI Поддержи проект RationalAnswer и попади в титры: — Patreon (в валюте) – https://www.patreon.com/RationalAnswer — Boosty (в рублях) – https://boosty.to/RationalAnswer 00:00 - Тема выпуска: Российский робот AIDOL упал 04:36 - ОШТРАФОВАТЬ ПОСАДИТЬ ЗАПРЕТИТЬ 07:33 - Новости российского рынка 10:06 - Российская нефтянка под гнетом санкций 12:39 - США: спецоперация по денаркотрафикации 15:35 - Теневое золото для китайцев 16:23 - Прощальное письмо Баффета 18:26 - Новости космоса: Безос смог посадить 19:34 - IT: Игрокуб от Valve 22:09 - AI: GPT-5.1 25:07 - Хорошие новости недели 26:07 - Бонусные посты недели
On today's episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:01 - Why Interactive Brokers could grow from 4 million to 20 million accounts over the next decade 00:14:48 - Thomas Peterffy's story of building IBKR after immigrating from Hungary 00:18:32 - Why its automation-first culture creates a moat that competitors can't easily match 00:32:38 - How IBKR earns industry-leading margins 01:00:39 - An overview of their valuation 01:05:20 - The key risks and long-term opportunities investors should monitor Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Collosus's article on Thomas Peterffy. Mentioned Episode TIP599: Top Stocks for 2024 w/ Jonathan Boyar. Related Episode TIP745: Best Quality Idea Q3 2025 w/ Clay Finck. Related Episode TIP722: Best Quality Idea Q2 2025 w/ Clay Finck & Kyle Grieve. Related Episode TIP698: Best Quality Idea Q1 2025 w/ Clay Finck & Kyle Grieve. Related Episode TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve. Related Episode TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Kubera HardBlock Unchained Onramp Vanta Linkedin Talent Solutions Public.com Netsuite Shopify Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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(00:59) Investing Insights from Japan(02:23) Deep Dive into Remitly Earnings(11:43) Fallen Angels: Stocks in Decline(17:15) Monday.com: Earnings and Market Reaction(23:50) Apple's Innovation and Market Position(30:43) Sprouts Farmers Market: Investment Opportunity(38:40) Exploring the 50-Year Mortgage(44:47) Analyzing Coupang Earnings(52:54) The Altman Interview(01:01:01) Michael Burry's Short Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to unpack market volatility, Fed rate cut probabilities, repos and what delayed economic data means for risk appetite.
On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.We discuss:00:00 Introduction02:45 The AI Trade15:49 Missed Investment Opportunities22:04 Investing beyond AI25:19 What the market doesn't understand33:17 Understanding Stock Investment Theses and KPIs40:37 The Impact of Crypto Leverage on Market Dynamics42:21 Analyzing Portillo's: A Case Study in Value Investing44:28 Balancing Professional Life and Stock Research47:28 Long-Term Vision with Nelnet 51:25 Favorite Financial Media and Learning Resources*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implications of applying for a U.S. banking license.(03:22) Understanding NuBank's Business Model(06:08) Growth Strategies in Brazil(10:30) Expansion Potential in Mexico(16:34) Future Expansion in Latin America(22:37) Why NuBank applied for a U.S. Banking License(25:47) Exploring Growth Beyond Financial Services(31:43) Management Insights: David Velez and His Leadership(36:56) Valuation and Growth ProjectionsVALUE SPOTLIGHT: https://einvestingforbeginners.com/value-spotlight-newsletter/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Get up to 40% off Nov. 26th - Dec. 1st with our link: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this week's Cents of Security, I sit down with Patrick Brown, Head of Climate Analytics at Interactive Brokers, to discuss: -How rising CO₂, temperature shifts, and precipitation patterns affect crop yields -Why corn faces a “double whammy” -Adaptation strategies and tech innovations shaping the future of farming -The role of prediction markets in climate analytics
On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss:(00:00) Why have an investment checklist?(06:13) Questions to ask in the research process(19:02) Flexibility in Investment Analysis(23:30) Overriding the Checklist: Real-World Examples(28:46) Identifying Generational Investment Themes(29:44) The Industrial Revolution and AI's Role(36:36) Valuation in the Investment Process(47:49) Portfolio Management StrategiesJRo's Notes: https://lastbastion.com/author/jro/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Mary MacNamara and Interactive Brokers' Jose Torres discuss key mayoral and gubernatorial races, prediction market odds, and what these political shifts could mean for affordability, trade, and economic growth.
Wall Street’s latest rally is being powered by another AI mega-deal, OpenAI’s US $38 billion partnership with Amazon Web Services. That’s pushing the Nasdaq higher even as most sectors finished lower. But beneath the AI excitement, U.S. manufacturing remains in contraction, Treasury yields are pushing past 4 percent, and the dollar’s firming again. Dan Koh speaks with José Torres, Senior Economist at Interactive Brokers, about what this split in the market says about the economy’s true health, the signals from corporate earnings, and whether rising yields and a stronger greenback could test investors’ optimism.See omnystudio.com/listener for privacy information.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST.*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:(00:00) Introduction(02:00) Amazon's AI Strategy and Anthropic Relationship(10:14) Google's Competitive Edge in AI(19:26) Meta's AI Monetization Strategies(28:24) Microsoft's Azure and AI Workloads(32:10) Understanding Neo Clouds and Their Impact(36:01) Nvidia's Strategic Moves and Circular Accounting(40:12) The Depreciation Dilemma of GPUs(52:19) OpenAI's Future and Financial Strategies(57:56) Predictions for AI Leaders by 2030UNCOVER ALPHA: https://www.uncoveralpha.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this week's Cents of Security Podcast, I spoke with Jose Torres, Senior Economist at Interactive Brokers, about the latest CPI report and its ripple effects across the economy. Why inflation came in below expectations How housing costs drove the miss Why core inflation matters more than headline What it means for rate cuts and market momentum How Social Security and geopolitics factor in Jose's insights help decode the macro puzzle and what investors should watch next.
In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss market speculation, from the recent sputtering in the gold rally to what to expect from this week's Federal Reserve meeting. Next, Apple is reporting earnings this week, but the company saw a bump after a research report was released saying the company saw strong sales with its latest iPhone. Later, Robinhood has come a long way since the meme stock mania, entering the S&P 500 company earlier this year and knocking on the door of being the largest publicly traded brokerage company. Christian Bolu, a senior analyst at Autonomous Research, joins Telis to dig into how Robinhood has transformed, how it stacks up to its competitors, such as Interactive Brokers, Charles Schwab, Polymarket and even sports betting company FanDuel, and how much more runway the platform has to grow. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Gold Price Suffers Worst Day in More Than a Decade; Silver, Platinum Drop Apple Stock Hits New Record on Report of Strong iPhone Sales FanDuel Places Opening Bet on Promising but Precarious Prediction Markets NHL Deal With Kalshi, Polymarket Adds to Pressure on Sports-Betting Companies NYSE Owner to Invest Up to $2 Billion in Polymarket Not Your Daddy's Broker: How Robinhood Stacks Up Against Charles Schwab Robinhood Stock Gets a Prediction Market Boost Robinhood Markets to Join the S&P 500 Index For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. 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 with special guest Travis Hoium:(00:00) Introduction(04:00) Tesla Earnings and EV Market Analysis(10:12) Opportunities in the EV Space: Lyft and Uber(12:45) General Motors and Rivian: Financial Insights(20:25) Hims and Hers: Disruption in Healthcare(32:08) Emerging Asymmetric Stocks: On and Crocs(34:16) Conclusion and Final Thoughts(37:16) Google's AI Dominance: Competitive Advantages and Future Outlook(47:54) Bubbles vs. Asymmetric Stocks: Understanding Investment Risks(55:45) MGM: A Case Study in Asymmetric Growth OpportunitiesAsymmetric Investing YouTube: https://www.youtube.com/@asymmetricinvestingNewsletter: https://asymmetric-investing.beehiiv.com/Autopilot: https://marketplace.joinautopilot.com/landing/3126/772780*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter. (00:00) Introduction (03:41) Investing in Asia: Opportunities and Risks(07:16) Stock case study(17:09) Investing in airports(31:28) Managing the macro(34:30) India's Manufacturing Challenges and Growth Prospects(43:23) Investing in Asia: Common Mistakes and Insights(48:25) Opportunities in the Philippines(53:11) Capital Returns and Investment Strategies(56:50) Currency Risks in Asian Markets(01:00:25) Changes in Japanese Corporate GovernanceASIAN CENTURY STOCKS: https://www.asiancenturystocks.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
When the bell rings, investors buy — Steve Sosnick of Interactive Brokers explains why markets still behave like Pavlov's dog. With major earnings rolling in, Mark Mahaney of Evercore ISI breaks down Netflix results, and Bill Browder of Hermitage Capital discusses if markets are mispricing geopolitical risk. Alan Trefler, CEO of Pega Systems, shares insights from the software front, and Seth Goldstein of Morningstar Research looks ahead to Tesla earnings and what they'll reveal about the state of innovation and risk-taking in today's market. 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(02:02) Earnings Season Insights(05:49) Taiwan Semiconductor's Performance(11:45) Growth Stock Discussion Begins(18:02) Top Growth Stocks (41:41) Cash Levels and Market Sentiment(43:31) Interactive Brokers: A High-Margin Business(48:07) Gold and Silver: Trends and Considerations(53:09) JP Morgan's Strategic Investments(01:00:38) Bubble Watch: Fermi and Energy Stocks(01:03:01) Analyzing Ferrari's Growth Potential*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
HSBC's Jose Rasco breaks down today's market action. Interactive Brokers Chairman Thomas Petterfy discusses his company's latest quarter and why consumers are at record-high levels of margin loans on his platform. Bank of America senior economist Stephen Juneau talks consumer insights from his latest credit card data as government data continues to be in a blackout during the shutdown. Our Alex Sherman on what Apple's Eddie Cue told him about the tech giant's live sports strategy. Plus, OutcomesAI founder Kuldeep Singh Rajput discusses anxiety around AI's impact on the labor market—and what jobs will stick around. 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, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:(00:00) Introduction(01:48) History(09:24) Business model(18:00) Competition Landscape: (24:23) Competitive advantage(31:30) Financial Performance(32:28) User Growth Trends and Insights(37:39) Advertising Dynamics: Services vs. Retail(40:35) Financial Performance and Margin Expansion(50:54) Management Trust and Compensation Concerns(55:26) Why Ryan is buying the stock*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************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:(0:00) Introduction*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:(00:00) Introduction(03:28) Early Life and Influences(09:14) Quantum Fund(12:39) Investment Philosophy and Position Sizing(19:27) Understanding Reflexivity in Markets(28:02) Case Study: Breaking the Bank of England(34:42) The Mechanics of Currency Devaluation(39:23) Soros' Bet Against the Thai Baht(44:47) Current Currency Crises: Lessons from Argentina(50:30) Soros' Investment Philosophy and Strategies(55:50) Lessons Learned from Soros' Approach*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
I didn't know who Thomas Peterffy was. I was shocked to learn that he is 81 years old, worth $80 billion dollars, and has built his $120 billion company, Interactive Brokers, into one of the most efficient companies in the world. I discovered Peterffy by reading this incredible profile about him. I couldn't put it down. That's what this episode is about. Episode sponsors: Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save time and money. https://ramp.com Automate compliance, security, and trust with Vanta. Vanta helps you win trust, close deals, and stay secure—faster and with less effort. Find out how increased security leads to more customers by going to Vanta. Tell them David from Founders sent you and you'll get $1000 off. https://www.vanta.com/founders Collateral transforms your complex ideas into compelling narratives. Collateral crafts institutional grade marketing collateral for private equity, private credit, real estate, venture capital, family offices, hedge funds, oil & gas companies, and all kinds of corporations. Storytelling is one of the highest forms of leverage and you should invest heavily in it. You can do that by going to https://collateral.com
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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Das volle Interview findet ihr in unserem neuen Abo-Podcast. Hier gibt's den Link zum kostenlosen Testmonat. Außerdem gibt's dort regelmäßig Analysen zu Einzelaktien (u.a. Nintendo, Scout24 & Interactive Brokers): https://herohero.co/oaws/invites/OXROTNJNYB. Wie verdienen Airlines Geld oder wieso tun sie es nicht? Wieso sind Flugzeugbestellungen Augenwischerei und mit welchem Trick kann die Lufthansa sofort zig Millionen mehr Gewinn machen? Das alles haben wir mit Gerald Wissel diskutiert. Er ist seit über 25 Jahren in der Luftfahrt tätig, war lange hochrangiger Manager bei der Lufthansa und führt seit über 15 Jahren eine Beratungsfirma für die Luftfahrtbranche. Also der perfekte Gast, um da tiefer einzusteigen. Diesen Podcast vom 03.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Thomas Peterffy, quien llegó a Estados Unidos sin hablar inglés y comenzó trabajando como dibujante mecánico, acaba de lograr lo impensable: su empresa Interactive Brokers fue incluida en el S&P 500, el índice que reúne a las compañías más influyentes del mercado estadounidense.En este episodio exploramos cómo pasó de programar sistemas de trading en secreto a construir una de las plataformas más avanzadas del mundo, redefiniendo la velocidad, la eficiencia y el acceso al mercado bursátil global. Su historia es una lección de visión, disciplina y disrupción tecnológica, y un recordatorio de que la verdadera democratización financiera no empieza con marketing, sino con infraestructura.Un relato inspirador que conecta profundamente con lo que hacemos cada día en Insights.Conoce nuestra plataforma: https://insightsiwm.app.link/naxz
On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(05:12) Opendoor(31:37) Portillo's Value Degen Substack: https://unemployedvaluedegen.substack.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Jose Torres, Senior Economist at Interactive Brokers, joins Mary MacNamara to explore how AI infrastructure is reshaping GDP, energy demand, and the future of U.S. industrialization.
Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s. Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders' Insight, Traders' Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL. 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (CRCL), (KSS), (FIOG), (WMT), ROST), (NVDA), (TSLA)
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 (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Mary MacNamara and Jose Torres, Senior Economist at Interactive Brokers, break down four major economic data surprises—from GDP and durable goods to unemployment claims and home sales. What do these signals mean for the U.S. economy, interest rates, and the housing market?
On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here. Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs. 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(01:06) Nvidia's Strategic Investment in Intel(03:08) The Semiconductor Supply Chain Dilemma(10:21) The Future of Intel and TSMC(22:21) Airbnb's Growth Strategies and Advertising(31:57) Mark Zuckerberg's $600 Billion Commitment(36:31) Mortgage Payment Searches and Economic Indicators(40:48) Federal Reserve's Interest Rate Decisions(52:46) Fraud Watch: Trevor Milton and RCI Hospitality(01:04:49) Remitly's New Subscription Model and Market Strategy*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss:(00:00) Introduction (01:55) Brett's Portfolio Performance (10:01) Ryan's Portfolio Performance (15:59) Analysis of Top Positions(21:54) Best Buys and Future Considerations(49:30) Stocks on the Chopping Block(58:44) Watchlist Stocks *****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://www.portseido.com/?fpr=ryan63*********************************************************************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 was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:(00:00) Introduction(02:06) Analyzing Chipotle's Performance(11:04) Duolingo's Disruption Concerns(19:39) AI Infrastructure and OpenAI's Cash Burn(31:50) Emerging Players in AI: Nebius(34:22) Shorting Stocks: Risks and Strategies(37:13) Exploring Cybersecurity Stocks(47:14) Gambling.com: A Marketing Agency in Online Gambling(47:43) The Internet of Things: SamSara's Business Model(49:51) Rubrik: Cybersecurity and Business Resilience(55:06) Bubble Watch: The State of AI and Market Speculation*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
You'll want to listen to this one. We discuss:(00:00) Introduction(05:19) Navigating the Dotcom bust(10:00) The Entrepreneurial Mindset in Investing(16:29) Investing books misleading investors(21:30) Understanding Rule Breaker Investing(27:59) Building a Rule Breaker portfolio(28:36) The Habits of a Rule Breaker Investor(32:57) Portfolio management and position sizing(38:53) The Psychology of Holding Stocks(43:15) Learning from Mistakes in Investing(54:12) The Snap Test: A Mindset Shift for InvestorsDavid's new book: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.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.
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 (02:01) Google's Favorable Court Ruling(12:40) C3 AI's Disappointing Quarter(17:26) Lululemon's Earnings Report(28:08) Drafting the Top 10 Widest Moats*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.
Consultorio bursátil de agosto de 2025 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. Las preguntas generales de este mes son sobre valorar utilities del sector eléctrico, cómo invertir 300 € al mes, cómo generar informes completos en Interactive Brokers, el tipo de cambio euro/dólar, libros avanzados de análisis financiero, el ciclo de CapEx en datacenters y sobre el capital con el que dejaríamos de trabajar. Y las dudas sobre empresas y sectores son sobre Whitehaven Coal, Sibanye Stillwater, Airtificial Intelligence Structures, Global Atomic y sobre Pershing Square Holdings. Patrocinador del programa Paleobull, con código de descuento para los oyentes.
Derek Moore and Michael Snyder touch on Nvidia post earnings to see whether the options market go the expected moves right or not. Then, they explore Interactive Brokers replacing Walgreens in the S&P 500 Index and how new entrants are often a big, overlooked aspect of S&P earnings growth. Then, they once again check in on the Fed and PCE Inflation which while not dropping isn't rising either. Later they look at how the Atlanta GDP Now model shows increasing growth while personal income is rising as well, so what could go wrong? Nvida post earnings options moves Why Nvidia long straddles before earnings didn't' work Personal Income is rising PCE Personal Consumption Index is flat Cumulative flows into Ethereum are driving price New entrants and drops from the S&P 500 Index Interactive Brokers replaces Walgreens in S&P 500 Index Vanguard VXF ETF Extended Markets Gives Potential S&P 500 Candidates The Fed and the interest rate probabilities for a cut through end of 2025 Atlanta Fed GDP Now Nvidia Forward PE Ratio vs Forward EPS Estimates vs Price 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
President Trump saying he's firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn't have the authority – and she's not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen's Chief Investment Officer joined the team with her take on the action. Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it's joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets. Squawk on the Street Disclaimer
In a sobering comments, legendary hedge fund manager Ray Dalio recently warned that the U.S. has crossed a fiscal Rubicon. NLW breaks down Dalio's thesis of irreversible debt doom, currency devaluation, and the looming end of American monetary dominance. With interest payments surpassing the defense budget and the government falling short on reform, Dalio argues that fiat systems are expiring—and that investors should seek refuge in hard assets like gold and Bitcoin. Plus, updates on Interactive Brokers' stablecoin plans, PayPal's expanded crypto support, and the ECB's warnings of monetary irrelevance. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW