Podcasts about Investopedia

Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

This episode is a must-listen for advisors—male or female—who want to better serve women clients, build a sustainable and profitable practice, and protect themselves through industry consolidation. Cary brings honesty, hard-won lessons, and practical frameworks throughout. About the guest: Cary Carbonaro is a Certified Financial Planner™, author, and nationally recognized women-and-wealth expert. A frequent media commentator and keynote speaker (20–25 engagements a year), she specializes in serving high-earning women and demystifying wealth management for female clients. Topics covered: The Invest in Women conference and the value of stepping outside your “ecosystem,” Cary's Goldman Sachs acquisition story, client ownership and self-sourcing, measuring practices on profitability over AUM, the women's wealth gap, menopause and HRT as planning conversations, the “female-friendly practice” quiz, and how Cary protects her time and well-being. Mentioned in this episode: Cary's book on women and wealth; the McKinsey study (2015) on women controlling two-thirds of U.S. wealth by 2030; Harvard Business Review study on financial services being the least sympathetic industry to women; Investopedia's 2019 advisor rankings.       **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In this episode of C-Suite Unplugged, BCA president Adam Legge sits down with Cory Janssen, Co-Founder and CEO of AltaML, for a conversation on entrepreneurship, artificial intelligence, and Alberta's opportunity in the emerging AI economy.  Born and raised in Edmonton, Cory shares the story behind his entrepreneurial journey, from launching Investopedia as a university student to building AltaML into one of Canada's leading applied AI companies. Along the way, he reflects on the lessons he's learned about leadership, investing, risk-taking, and building businesses that create long-term value.  Tune in for a discussion that cuts through the hype surrounding AI to unpack how organizations can move from experimentation to real-world impact.  --------------------- About the Business Council of Alberta The Business Council of Alberta was founded on a simple idea: to make life better for all Albertans. We believe that business has an important role in improving society, and that when business does well, we all do well. We work with the chief executives and leading entrepreneurs of Alberta's largest enterprises to understand the big, long-term challenges that Albertans are facing and work with industry, government, and civil society to solve these problems and build shared prosperity for every person who calls Alberta home. Check out more of our recent work: https://bit.ly/3JG9ifS Listen to BCA Podcasts: https://bit.ly/3bHlfFB Subscribe to our monthly newsletter: https://bit.ly/3BPxDhv Follow us on socials: LinkedIn: https://bit.ly/3QaetHE YouTube: https://bit.ly/3QswqAV X: https://bit.ly/3P7pgB0

Ready to grow your insurance business? Great! Not sure where to start? Listen for our road map! We outline 6 steps to take when you want to make the jump from agent to agency.   Read the text version   Get Connected:

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

The indices might be flashing red, but the Option Block crew is bringing the heat. In this episode, Mark Longo, Uncle Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi dive into market weekend head-fakes, the tech vs. energy sector tug-of-war, and why a certain famous swimsuit issue used to flood the trading floors like clockwork.

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie's Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie's BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.

The indices might be flashing red, but the Option Block crew is bringing the heat. In this episode, Mark Longo, Uncle Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi dive into market weekend head-fakes, the tech vs. energy sector tug-of-war, and why a certain famous swimsuit issue used to flood the trading floors like clockwork.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

In this episode, I'm joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt's journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt's approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.Episode Blog Post: https://www.sharesforbeginners.com/blog/coffee-can-investor

In this episode, I'm joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt's journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt's approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.Episode Blog Post: https://www.sharesforbeginners.com/blog/coffee-can-investor

Strengthen your annuity sales strategy with these best practices. Hear takeaways for agents of all experience levels, plus how to download our fact-finder that can help you ask better questions.   Read the text version   Download the Fact-Finder PDF   Get Connected:

Mining services companies don't own the mines - but they drill, haul, maintain, build and keep Australia's mining industry running. And while most beginners overlook this part of the market, the sector has quietly outperformed the Small Ordinaries Index since 2021.In this episode, I speak with Issam Eid from RaaS Research to unpack why mining services have done so well, what drives the winners, and how beginners can analyse this often‑ignored corner of the ASX.Episode Blog Post: https://www.sharesforbeginners.com/blog/issam-raas

Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia's Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion.Fears around hyperscalers appear overdone, with profit growth hitting its strongest levels since 2021. Silver also breaks down the growing divergence within tech—where software companies face increasing pressure from AI disruption, while semiconductor names struggle to keep up with surging demand.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Is the "Strait of Hormuz" the only phrase you're hearing lately? You aren't alone. In this episode of The Futures Rundown, Mark Longo and Jermal Chandler, Head of Options Strategy at tastytrade, dive deep into a market where geopolitics is keeping Crude Oil firmly on the throne. The duo breaks down a wild week in the pits, where energy is lighting up the tape while precious metals like Silver and Platinum lose their luster. They also tackle the "AI trumps all" sentiment in equities and what the recent Fed decision means for your portfolio. Inside this episode: The Trading Pit: A "Top 6" countdown of the biggest movers, featuring the massive rallies in WTI, Brent, and RBOB Gasoline. Ag Watch: Why wheat is catching a bid and the strange correlation between fertilizer routes and your bread prices. The "Shiny Stuff" Slump: Why traders are abandoning Gold and Silver to chase the oil trade. Most Active Contracts: Breaking down the heavy volume in the 10-Year Note and the Micro NASDAQ on Fed Day. The Year-to-Date Leaderboard: A look at the staggering 103% gain in Heating Oil and the continued freefall of Cocoa. Genius Loves Company. See for yourself why Investopedia named tastytrade the Best Broker for Options in 2024. Visit tastytrade.com/podcasts to learn more.

Is the market pricing in a "Peace Dividend" before the peace actually arrives? Host Mark Longo is joined by "Uncle" Mike Tosaw of St. Charles Wealth Management and Andrew "The Rock Lobster" Giovinazzi of Option Pit to break down a market that refuses to quit. Despite geopolitical tensions, the S&P 500 is flirting with all-time highs—is this a "Peace Dividend" or just aggressive momentum? In this episode, the panel dives into: The Trading Block: A look at the "drifting" market, VIX cash levels, and the massive rally in tech. Why are algos and retail traders buying the dip with both hands? Earnings Palooza: Preparing for the "mother of all earnings weeks" with Meta, Amazon, Microsoft, Alphabet, and Intel on deck. Plus, a look at the wild volatility haircut in Amazon's straddle. The Odd Block: Unusual activity in Vila Silver Corp (VZLA), a massive pre-earnings play in NOV Inc (NOV), and the explosion (and subsequent implosion) of Poet Technologies (POET). Strategy Block: Uncle Mike shares a "low-risk entry" strategy using SPY call diagonals to capture double leverage with limited downside. 80s Trivia: A heated battle over science and geography that leaves the panel questioning everything (including the color of a Chow Chow's tongue). tastytrade, named the Best Broker for Options by Investopedia.  See for yourself at: tastytrade.com/podcasts

In this episode I'm joined by Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and bestselling author of Get Rich with Dividends. Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System, which combines starting yield and dividend growth to aim for double‑digit long‑term returns.We discuss:What boxing can teach us about investingWhy dividend growth is a powerful signal of company strengthHow to understand payout ratios and cash flowDividend traps and the danger of chasing high yieldsREITs, emerging markets, and global dividend opportunitiesThe power of reinvesting dividendsEpisode Blog Post: https://www.sharesforbeginners.com/blog/oxford-lichtenfeld

Is the market pricing in a "Peace Dividend" before the peace actually arrives? Host Mark Longo is joined by "Uncle" Mike Tosaw of St. Charles Wealth Management and Andrew "The Rock Lobster" Giovinazzi of Option Pit to break down a market that refuses to quit. Despite geopolitical tensions, the S&P 500 is flirting with all-time highs—is this a "Peace Dividend" or just aggressive momentum? In this episode, the panel dives into: The Trading Block: A look at the "drifting" market, VIX cash levels, and the massive rally in tech. Why are algos and retail traders buying the dip with both hands? Earnings Palooza: Preparing for the "mother of all earnings weeks" with Meta, Amazon, Microsoft, Alphabet, and Intel on deck. Plus, a look at the wild volatility haircut in Amazon's straddle. The Odd Block: Unusual activity in Vila Silver Corp (VZLA), a massive pre-earnings play in NOV Inc (NOV), and the explosion (and subsequent implosion) of Poet Technologies (POET). Strategy Block: Uncle Mike shares a "low-risk entry" strategy using SPY call diagonals to capture double leverage with limited downside. 80s Trivia: A heated battle over science and geography that leaves the panel questioning everything (including the color of a Chow Chow's tongue). tastytrade, named the Best Broker for Options by Investopedia.  See for yourself at: tastytrade.com/podcasts

In this episode I'm joined by Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and bestselling author of Get Rich with Dividends. Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System, which combines starting yield and dividend growth to aim for double‑digit long‑term returns.We discuss:What boxing can teach us about investingWhy dividend growth is a powerful signal of company strengthHow to understand payout ratios and cash flowDividend traps and the danger of chasing high yieldsREITs, emerging markets, and global dividend opportunitiesThe power of reinvesting dividendsEpisode Blog Post: https://www.sharesforbeginners.com/blog/oxford-lichtenfeld

In this episode, I sit down with Doug Boneparth — CFP, founder of Bona Fide Wealth, CNBC and Investopedia financial advisory council member, co-author of Money Together with his wife Heather, and one of the most refreshingly honest voices on money, marriage, and family I've ever had on this show. We open with a fact that stops most people cold: billionaires get divorced at the exact same rate as everyone else. More money does not solve the problem. The problem is the practice — or the complete lack of one. Doug breaks down why money fights in marriage are almost never actually about money. They're about the stories, traumas, and scripts we bring into the relationship from our upbringing — the dinner table conversations we absorbed as kids, the financial trauma we never talked about, and the values we've never stopped to examine. He shares his own story of a scarcity mindset rooted in coming home at 16 to find his mom sitting on a bare floor — and how not sharing that story with your spouse quietly poisons your financial partnership. We get into the quarterly money date, the invisible labor problem, why "just tell me what to do" is not helpful, what fairness really means in a marriage, and how to teach your kids about money through curiosity instead of shame.   Timeline Summary [0:00] Introduction to the Dad Edge mission and the movement to raise leaders of families and communities [1:02] Billionaires divorce at the same rate as everyone else — and what that tells us about money and marriage [6:28] Why financial literacy in schools is still nowhere near where it needs to be [10:52] "Mom goes on that train every morning so we can have fun on the weekends" — how to explain work to a four-year-old [14:06] The self work that comes before the teamwork — understanding your own money story first [18:52] Larry's story — coming home at 16 to a bare floor, a devastated mom, and a scarcity mindset 35 years in the making [22:51] You don't do this once — financial alignment takes consistent practice, like the gym [24:46] The quarterly money date — what it covers, how to do it, and why it changes everything [27:29] If a financial expert and an attorney couldn't get this right without doing the work — what chance does everyone else have? [31:51] Never bring up money during family rush hour — time and place matter more than you think [36:37] Teaching kids to spend — why Doug let his daughter buy junk and then got curious instead of critical [38:47] How a spring break lanyard project turned into a mini business [43:34] Making space for your partner to learn differently — the whiteboard that finally worked [45:04] The invisible labor problem — the sock on the stairs that Doug stepped over while laughing at his phone [46:16] "Just tell me what to do" is not help — own a task beginning to end [51:33] Where is the US dollar going — and why investing to outpace inflation is non-negotiable [53:01] The financial foundation: spending awareness, a cash reserve, and consistent asset accumulation   Five Key Takeaways Billionaires get divorced at the same rate as everyone else. More money does not solve misalignment. The practice of communicating about money is what makes the difference. Your money story was formed long before you met your partner. Until you understand where your scripts, fears, and triggers come from, you will keep bringing them into your financial conversations without knowing it. The quarterly money date is not optional. It is how you stay aligned on time, energy, spending, and what's working — before small frictions become big fights. "Just tell me what to do" is not help. Own a task from beginning to end. Taking the mental load off your spouse means they never have to think about that domain — not just execute when assigned. Equal is not fair. Fairness is whatever you and your partner have actually talked about, agreed on, and checked in about consistently. Without the conversation, there is no fairness — just resentment.   Links & Resources Dad Edge Alliance & Business Boardroom: https://thedadedge.com/mastermind Money Together by Doug and Heather Boneparth: https://readmoneytogether.com Bona Fide Wealth: https://bonafidewealth.com The Joint Account Newsletter: https://readthejointaccount.com Follow Doug on X: @DougBoneparth Fair Play by Eve Rodsky: Available on Amazon Episode Link & Resources (Episode 1470): https://thedadedge.com/1470   Closing If there's one message from this episode that stands out, it's this: the money conversation in your marriage is not about the numbers — it's about the stories you've never told each other. Doug and Heather are a financial expert and an attorney who still had to do the hard work to get their own financial partnership right. If they needed the practice, so do you. Start the conversation. Build the practice. Own a domain. Take 30 seconds before you respond. Because a financially aligned marriage isn't just good for your bank account — it's good for your kids, your partnership, and the life you're actually trying to build together. Go out and live legendary.

Is the traditional volatility conference a dying breed? This week on Volatility Views, host Mark Longo and the "Once, Future, and Present Dr. VIX," Russell Rhoads, dive into the shifting landscape of institutional trading events—from the legendary "swag mazes" of the CBOE Risk Management Conference (RMC) to the distinct lack of retail-friendly education in the space. The duo breaks down a week of head-scratching market action where the S&P 500 hits new all-time highs while the VIX remains surprisingly "spicy" due to geopolitical uncertainty and ceasefire extensions. Highlights include: The RMC Swag Report: Russell reviews the high-end gear at this year's conference and the curious absence of electronic swag. The VVIX/VIX Ratio: A deep dive into using this relationship as a hard trading indicator. VIX Options Flow: Analysis of massive prints in the May and June cycles, including a rare 15,000-lot weekly trade that caught Russell's eye. The "Hair Dryer" Hedge: A wild look at betting markets and a Polymarket trader who allegedly rigged a weather-based bet. Crystal Ball: Mark and Russell place their bets on the VIX handle for next week. "Genius Loves Company—visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options for the past three years."

Is the traditional volatility conference a dying breed? This week on Volatility Views, host Mark Longo and the "Once, Future, and Present Dr. VIX," Russell Rhoads, dive into the shifting landscape of institutional trading events—from the legendary "swag mazes" of the CBOE Risk Management Conference (RMC) to the distinct lack of retail-friendly education in the space. The duo breaks down a week of head-scratching market action where the S&P 500 hits new all-time highs while the VIX remains surprisingly "spicy" due to geopolitical uncertainty and ceasefire extensions. Highlights include: The RMC Swag Report: Russell reviews the high-end gear at this year's conference and the curious absence of electronic swag. The VVIX/VIX Ratio: A deep dive into using this relationship as a hard trading indicator. VIX Options Flow: Analysis of massive prints in the May and June cycles, including a rare 15,000-lot weekly trade that caught Russell's eye. The "Hair Dryer" Hedge: A wild look at betting markets and a Polymarket trader who allegedly rigged a weather-based bet. Crystal Ball: Mark and Russell place their bets on the VIX handle for next week. "Genius Loves Company—visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options for the past three years."

The energy complex is on fire, and Mark Longo is back in the "Trading Pit" to break down a week of explosive moves and head-scratching correlations. While geopolitical tensions in the Middle East keep oil bulls on their toes, an unlikely rally in equities is defying traditional logic. From "triple-digit" volatility in crude to the surprisingly cheap breakfast table, we're dissecting the biggest movers in the futures world. In this episode, we cover: The Energy Surge: Why WTI, Brent, RBOB, and Heating Oil are dominating the leaderboard with gains up to 7.5% this week. The "Breakfast Table" Trade: A deep dive into the downside, featuring the massive sell-offs in Orange Juice, Butter, Cocoa, and Oats. Active Contract Breakdown: Why the Nasdaq Micro and 10-Year Notes are still the kings of volume, and why we're seeing a resurgence in the Ag complex (Corn and Soybeans). Year-to-Date Movers: An analysis of the 2026 leaders, including the 71% surge in Non-fat Dry Milk and the ongoing "bloodletting" in the Cocoa markets (down 44%). Market Riddles: How are equities hitting all-time highs while crude oil rallies nearly 65% on the year? Whether you're curious about RBOB specs or trying to avoid getting a truckload of soybeans dumped on your lawn, this "Just the Facts" edition has you covered. This episode is brought to you by tastytrade.  Recognized as Investopedia's Best Broker for Options for the third year in a row. Genius loves company. Learn more at tastytrade.com/podcasts

Join Mark Longo, Mike Tosaw of St. Charles Wealth Management, and Andrew "The Rock Lobster" Giovinazzi as they break down a head-scratching Monday open. Despite geopolitical tensions in the Middle East and firing in the Straits, the markets remain resilient. Why is capital still fearlessly flowing into equities? In this episode, the panel dives into: The Trading Block: A look at the "Green Day" phenomenon, VIX levels, and why "AI magic" seems to be offsetting interest rate jitters and geopolitical unrest. Odd Block: A deep dive into unusual activity in Pitney Bowes (PBI)—a name that hasn't surfaced on the network in nearly 20 years—and the recovery play in Coursera (COUR). Strategy Block: Mike Tosaw explains why "Dudes gotta be dudes" in your covered call portfolio and how to categorize your stocks like a football roster to maximize performance. Earnings Season: Previews for Tesla (TSLA), Boeing (BA), United Airlines (UAL), and the "Sneaky Fins" at Nokia. Trivia: Test your geography skills—do you know the capital of South Dakota and the "Pierre vs. Pier" pronunciation debate? Visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options."

Join Mark Longo, Mike Tosaw of St. Charles Wealth Management, and Andrew "The Rock Lobster" Giovinazzi as they break down a head-scratching Monday open. Despite geopolitical tensions in the Middle East and firing in the Straits, the markets remain resilient. Why is capital still fearlessly flowing into equities? In this episode, the panel dives into: The Trading Block: A look at the "Green Day" phenomenon, VIX levels, and why "AI magic" seems to be offsetting interest rate jitters and geopolitical unrest. Odd Block: A deep dive into unusual activity in Pitney Bowes (PBI)—a name that hasn't surfaced on the network in nearly 20 years—and the recovery play in Coursera (COUR). Strategy Block: Mike Tosaw explains why "Dudes gotta be dudes" in your covered call portfolio and how to categorize your stocks like a football roster to maximize performance. Earnings Season: Previews for Tesla (TSLA), Boeing (BA), United Airlines (UAL), and the "Sneaky Fins" at Nokia. Trivia: Test your geography skills—do you know the capital of South Dakota and the "Pierre vs. Pier" pronunciation debate? Visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options."

DR. ERIKA RASURE is a financial therapist who has helped thousands of people approach their finances in more intentional, healthy ways. She addresses holistic wellness in her treatment, incorporating the practice of yoga (she's also a registered yoga teacher) into her comprehensive approach to financial therapy. She serves as Chief Financial Wellness Advisor at Beyond Finance where she meets weekly with hundreds of clients working their way out of debt and towards financial freedom.In addition to her work at Beyond Finance, Dr. Erika serves as Chair of the Research Board for the Financial Therapy Clinical Institute. She is a member of the Financial Review Boards for Investopedia, The Balance, VeryWell Family, and VeryWell Parents.  Her insight and interviews have been featured in prestigious national outlets, such as Barron's, CNN, Forbes, Fox Business, Marketwatch, NBC News Now, USA Today, and Yahoo. Dr. Erika holds a doctorate in Personal Financial Planning from Kansas State University and is a Certified Deep Transformational Coach — an accreditation that surrounds changing patterns in actions and behaviors.  DR. ERIKA RASURE is a financial therapist who has helped thousands of people  approach their finances in more intentional, healthy ways. She addresses holistic wellness in her treatment, incorporating the practice of yoga (she's also a registered yoga teacher) into her comprehensive approach to financial therapy. She serves as Chief Financial Wellness Advisor at Beyond Finance where she meets weekly with hundreds of clients working their way out of debt and towards financial freedom.In addition to her work at Beyond Finance, Dr. Erika serves as Chair of the Research Board for the Financial Therapy Clinical Institute. She is a member of the Financial Review Boards for Investopedia, The Balance, VeryWell Family, and VeryWell Parents.  Her insight and interviews have been featured in prestigious national outlets, such as Barron's, CNN, Forbes, Fox Business, Marketwatch, NBC News Now, USA Today, and Yahoo. Dr. Erika holds a doctorate in Personal Financial Planning from Kansas State University and is a Certified Deep Transformational Coach — an accreditation that surrounds changing patterns in actions and behaviors.   

Is it "opposite day" in the financial markets? In this episode of Volatility Views, Mark Longo is joined by Russell Rhoads (Dr. VIX), Andrew Giovinazzi from Option Pit, and Scott Nations from Nations Indexes to deconstruct a wild week where bad news for the world seemingly became fuel for a massive equity rally. The team dives deep into the "Bizarro" nature of the current landscape—where a blockade of the Strait of Hormuz resulted in a market surge and a ceasefire triggered explosive upside momentum. Key topics include: The Volatility Review: A look at VIX Cash levels, the collapse of VVIX, and the surprising lack of "flight to quality" in gold and treasuries. Bizarro Markets: How the S&P 500 reached new highs despite crude oil remaining significantly elevated. RMC Insights: Russell Rhoads shares his top-level takeaways from the latest Risk Management Conference (RMC), including the shift toward buffered ETFs and the latest research on VIX futures reactions to spot. VIX Options Flow: A breakdown of massive volume in May and June strikes, including a look at the "Scott Nations Special" deep out-of-the-money calls. The Crystal Ball: The team peers into the future to predict where the VIX and Volley will land next week. Check out tastytrade -  Named as the best broker for options in 2025 and 2026 by Investopedia and StockBrokers.com.

Is it "opposite day" in the financial markets? In this episode of Volatility Views, Mark Longo is joined by Russell Rhoads (Dr. VIX), Andrew Giovinazzi from Option Pit, and Scott Nations from Nations Indexes to deconstruct a wild week where bad news for the world seemingly became fuel for a massive equity rally. The team dives deep into the "Bizarro" nature of the current landscape—where a blockade of the Strait of Hormuz resulted in a market surge and a ceasefire triggered explosive upside momentum. Key topics include: The Volatility Review: A look at VIX Cash levels, the collapse of VVIX, and the surprising lack of "flight to quality" in gold and treasuries. Bizarro Markets: How the S&P 500 reached new highs despite crude oil remaining significantly elevated. RMC Insights: Russell Rhoads shares his top-level takeaways from the latest Risk Management Conference (RMC), including the shift toward buffered ETFs and the latest research on VIX futures reactions to spot. VIX Options Flow: A breakdown of massive volume in May and June strikes, including a look at the "Scott Nations Special" deep out-of-the-money calls. The Crystal Ball: The team peers into the future to predict where the VIX and Volley will land next week. Check out tastytrade -  Named as the best broker for options in 2025 and 2026 by Investopedia and StockBrokers.com.

Investopedia's Caleb Silver offers insight into the biggest stocks traders have been buying and selling amid the recent market rebound. The top buys he's seen involve Big Tech names recapturing former glory, like Nvidia (NVDA), Microsoft (MSFT), and Micron (MU). He explains why they fell out of favor and why investors are moving back into them. Caleb shows that while a majority of investors are at least cautiously optimistic, there's still plenty who are skeptical of the recent run in stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jeremy Samuelson is the Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE: ICS). Jeremy, a former AI leader at Equifax and Mastercard, invented VEIL™ (Vector Encoded Information Layer) - a breakthrough privacy-preserving framework to let AI models work with sensitive data without ever exposing raw information to security breaches.Episode Blog Post: https://www.sharesforbeginners.com/blog/samuelson-ics

Jeremy Samuelson is the Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE: ICS). Jeremy, a former AI leader at Equifax and Mastercard, invented VEIL™ (Vector Encoded Information Layer) - a breakthrough privacy-preserving framework to let AI models work with sensitive data without ever exposing raw information to security breaches.Episode Blog Post: https://www.sharesforbeginners.com/blog/samuelson-ics

As ceasefire talks break down with Iran and oil prices spike again, investors face more uncertainty in an uncertain market. While this may feel temporary, investors may need to get used to a broader rewiring of the capital markets, according to Matt Bartolini of State Street Investment Management. Yesterday's winners have no lock on the future, even though individual investors can't seem to let them go, according to Investopedia's most recent sentiment survey of our readers. Plus, earnings season is here and the expectations are sky high. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Can you handle the Double Calendar? In this episode of Options Boot Camp, the drill instructors tackle a strategy never before discussed on the network. Mark Longo is joined by the "Calendar King of Chicago" himself, John Kmiecik from Market Taker Mentoring (MTM), to break down the Double Calendar Spread. John reveals how the addition of Monday and Wednesday expirations for heavy hitters like Nvidia, Apple, and Tesla has completely shifted the risk-reward profile of time spreads. The guys also dive into the "Viceroy Special"—the definitive answer to when you should stop trading options and just buy the stock. On the Drill Floor: The Double Calendar: How to trade two ranges at once with lower cost and risk. The Mid-Week Edge: Leveraging new Monday/Wednesday expirations to your advantage. Spicy Volatility: Strategies to lean into (and which to avoid) when the VIX hits 30. The Rate Cut Debate: Is the market pricing in a pivot or more pain? Whether you're looking to harvest premium or survive a market whipsaw, this episode turns complex concepts into actionable drills. Genius Loves Company: See why Investopedia named Tastytrade the best broker for options in 2024. Get low pricing, elite education, and a support team that actually gets how traders trade at tastytrade.com/podcasts .

Can you handle the Double Calendar? In this episode of Options Boot Camp, the drill instructors tackle a strategy never before discussed on the network. Mark Longo is joined by the "Calendar King of Chicago" himself, John Kmiecik from Market Taker Mentoring (MTM), to break down the Double Calendar Spread. John reveals how the addition of Monday and Wednesday expirations for heavy hitters like Nvidia, Apple, and Tesla has completely shifted the risk-reward profile of time spreads. The guys also dive into the "Viceroy Special"—the definitive answer to when you should stop trading options and just buy the stock. On the Drill Floor: The Double Calendar: How to trade two ranges at once with lower cost and risk. The Mid-Week Edge: Leveraging new Monday/Wednesday expirations to your advantage. Spicy Volatility: Strategies to lean into (and which to avoid) when the VIX hits 30. The Rate Cut Debate: Is the market pricing in a pivot or more pain? Whether you're looking to harvest premium or survive a market whipsaw, this episode turns complex concepts into actionable drills. Genius Loves Company: See why Investopedia named Tastytrade the best broker for options in 2024. Get low pricing, elite education, and a support team that actually gets how traders trade at tastytrade.com/podcasts .

Today's guest is a third-generation financial advisor and the President and CEO of Drucker Wealth, an independent wealth management firm based in New York City that serves clients nationwide. He and his growing team specialize in supporting high-income, mid-career professionals and their families, with a particular focus on those navigating the fast-paced world of big tech. Recognized for his clear, candid financial guidance, he's been named one of InvestmentNews' 40 Under 40, a Top 100 Advisor by Investopedia, and a finalist for CEO of the Year by ThinkAdvisor. His thought leadership has been featured in Financial Planning, InvestmentNews, and Business Insider, and he currently serves on the Investopedia Advisor Council. Under his leadership, Drucker Wealth has evolved into an independent Registered Investment Advisor, launched a tax prep business exclusively for clients, and become a nationally respected partner for families in their late 30s and 40s who are managing high incomes alongside complex financial priorities. He's the author of H.E.N.R.Y. Strategies Unlocked: How to Build a Plan That Works As Hard As You Do, a playbook for professionals who are earning more than ever but still feel uncertain about how to make their money work for them. In this follow-up to his first book, How to Avoid H.E.N.R.Y. Syndrome, he offers readers a clear roadmap to move from overwhelm to ownership and build a strategy that supports long-term financial clarity. Please join me in welcoming Gideon Drucker.  In this episode, we discuss the following:

In this episode I chat with Jack Briggs, Portfolio Manager at Ellerston Capital, to unpack the world of micro, small and mid‑cap investing on the ASX. Jack explains how professionals analyse companies outside the ASX 100, why these sectors are often under‑researched, and how deep fundamental work can uncover opportunities the market has missed. We explore current themes including electrification, data centres, and the early impact of AI on software businesses - plus how Ellerston constructs a 25–40 stock portfolio with a clear margin‑of‑safety framework. If you want to understand how pros find growth before the crowd, this episode is for you.Episode Blog Post: https://www.sharesforbeginners.com/blog/jack-briggs-ellerston

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI), an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with: what if security didn't just record crim,e what if it actually stopped it?That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.Episode Blog Post: https://www.sharesforbeginners.com/blog/cloudastructure-ai-security

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI), an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with: what if security didn't just record crim,e what if it actually stopped it? That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.Episode Blog Post: https://www.sharesforbeginners.com/blog/cloudastructure-ai-security

Money isn't just about numbers; it's the silent language shaping intimacy, trust, and fairness in our closest relationships. Beneath the surface of budgets and bank accounts often lies a tangled web of beliefs, emotions, and unspoken histories that can spark misunderstanding, resentment, or even distance between partners. The challenge? Finding a way to transform financial conversations from battlegrounds into bridges of deeper connection. In this episode, listeners will discover how to unpack personal money stories, identify invisible patterns, and create a foundation for fairness that goes far beyond splitting expenses down the middle. Practical examples and candid advice converge to help couples open up vulnerable, constructive conversations, nurture curiosity about one another, and build flexible habits for lasting financial teamwork. Whether you're just beginning the dialogue or looking to deepen your connection, this episode offers tools and insights to help you turn financial friction into opportunities for growth, understanding, and shared abundance. Douglas Boneparth is the founder of Bone Fide Wealth in New York City. He sits on the CNBC and Investopedia advisory councils and has been featured in The New York Times, The Wall Street Journal, Barron's, and more. Heather Boneparth spent more than a decade as a lawyer in the insurance industry before joining the firm as the director of business and legal affairs. They co-write a weekly couples and money newsletter called The Joint Account.   Episode Highlights 04:28 Defining fairness in relationships. 09:23 The importance of curiosity in relationships. 11:38 Talking openly about money. 14:54 Opening up about money struggles. 20:05 Interview process revealed insights. 23:23 Avoiding miscommunication in relationships. 25:57 Quarterly money dates for couples. 27:42 Building consistency with money. 31:19 Collaborative goal-setting and self-growth. 34:32 Balancing personal and shared goals. 38:02 Expecting the unexpected in life. 42:33 Where to find more resources.   Your Checklist of Actions to Take Schedule Quarterly Money Dates: Set aside time four times a year to discuss finances and personal goals as a couple, creating consistent opportunities for communication and connection. Begin With Wins: Start each money date by acknowledging positive progress and successes, which fosters a supportive atmosphere for more difficult conversations. Include Personal Goals: During conversations, explicitly ask and share individual goals for the next few years to ensure each partner's aspirations are recognized and supported. Use Conversation Starters: Utilize provided questions at the end of each book section to initiate deeper discussions about financial behaviors, values, and histories. Practice Curiosity: Maintain a mindset of curiosity about your partner's experiences and stories, continually learning and deepening understanding throughout your relationship. Acknowledge the Challenge: Embrace the discomfort of exploring your financial histories and patterns, understanding that growth requires facing difficult topics. Adapt Your Approach: Identify and adjust to each partner's preferred communication and learning style for financial topics—for example, using visuals instead of numbers if that helps. Allow Time for Change: Give yourselves space between meetings to try new financial behaviors and see if they work before making more decisions or adjustments.   Mentioned The Joint Account (Newsletter) Money Together (*Amazon Affiliate link) (book) Shifting Criticism For Connected Communication (free guide)   Connect with Heather and Douglas Boneparth Website: domoneytogether.com | bonefidewealth.com X: x.com/dougboneparth Instagram: instagram.com/averagejoelle | instagram.com/dougboneparth  

Ferrari isn't just a car company - it's one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari's stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race

This month, Jamie Hopkins' new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so many things in my life—my desire to be a dad, a sense I would die early, a fear of heights and a scarcity mindset for years around money,” he writes in the book. In this episode of The Healthy Advisor, host Diana Britton chats with Jamie Hopkins, CEO of Bryn Mawr Trust and co-author of “Your Retirement Sketchbook,” about those fears and how childhood loss shaped his approach to retirement planning and life. He also explains the importance of financial advice access for underserved workers, the career decision that helped him be more present with his children, and why protecting health and relationships should matter as much as building wealth. Jamie discusses: The childhood tragedy that shaped his perspective on money, planning and family priorities Why many workers in trades and small businesses lack access to retirement guidance and financial advice How one comment from his son reshaped his approach to work and travel How scarcity around money can influence lifelong habits and emotional relationships with finances How Jamie invests in his own health Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Book: Your Retirement Sketchbook by Jamie Hopkins and Bonnie Treichel Connect With Jamie Hopkins: LinkedIn: Jamie Hopkins Website: Bryn Mawr Trust jhopkins@bmt.com  Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Jamie P. Hopkins is CEO of Bryn Mawr Trust Advisors and CWO of WSFS. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie has previously served on numerous advisory boards around the financial services industry, such as Wing.app, Wealth.com, C2P, IncomeLab, and was a national trustee member of NAIFA. He currently sits on the advisory board of Focal, an AI startup. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation, and was recognized as the 2021 RIA Thought Leader of the Year by WealthManagement.com and Top 10 Investopedia 100 Top Financial Advisor for 2023. Jamie has also taught financial planning courses and created course content at Creighton University and American College of Financial Services since 2012.

Today on the show: Former FBI Agent Rich Frankel and Scott MacFarlane from CBS News updating the breaking news in Michigan and Virginia. The very latest in the Mid East. Caleb Silver from Investopedia live on the markets. Political Analyst Bill Crane. Plus, we'll make a big announcement at 11:35! 9am-noon on 95.5 WSB.

Today on the show: Former FBI Agent Rich Frankel and Scott MacFarlane from CBS News updating the breaking news in Michigan and Virginia. The very latest in the Mid East. Caleb Silver from Investopedia live on the markets. Political Analyst Bill Crane. Plus, we'll make a big announcement at 11:35! 9am-noon on 95.5 WSB.

Today on the show: Former FBI Agent Rich Frankel and Scott MacFarlane from CBS News updating the breaking news in Michigan and Virginia. The very latest in the Mid East. Caleb Silver from Investopedia live on the markets. Political Analyst Bill Crane. Plus, we'll make a big announcement at 11:35! 9am-noon on 95.5 WSB.

Today on the show: Peter Charalambous from ABC News with the latest on the Clinton depostitions. Live to Israel updating Iran talks. Caleb Silver from Investopedia live on the markets. Political Analyst Bill Crane. Plus, filmmaker Baz Luhrmann joins us live! 9am-noon on 95.5 WSB.