Podcasts about Magnificent Seven

Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

CONTENT WARNING: Discussion of sexual abuse of minors by clergy. While no explicit mentions are made of actions or abuse, listener discretion is advised. This one has been on our must watch list since it came out, and somehow it lingered for 10 years. In fact, you might suspect we did this series just to watch this movie, and you'd be at least a little bit right. Fortunately, the film doesn't disappoint, taking the well-worn movie journalism formula and taking it in a completely different direction. This movie is all about subtlety, accuracy, and most of all, real human storytelling. There's very few frills involved and very few liberties taken, which is the perfect way to tell the story of uncovering one of the most heinous abuses of power and trust in human history. There's no hero worship and no easy answers here, just plain great storytelling. No wonder it won Best Picture. We're finish on a high note with 2015's Spotlight on Have a Good Movie! You can email us with feedback at macintoshandmaud@gmail.com, or you can connect with us on BlueSky! If you like the podcast, please subscribe, rate and review the show on your favorite podcatcher, and tell your friends. Intro and outro music taken from the Second Movement of Ludwig von Beethoven's 9th Symphony. Licensed under an Attribution-NonCommercial-NoDerivs 3.0 Hong Kong (CC BY-NC-ND 3.0 HK) license. To hear the full performance or get more information, visit the song page at the Internet Archive. Excerpt taken from "Spotlight" from the soundtrack to Spotlight, written and composed by Howard Shore. Copyright 2015 Howard Shore; Entertainment Rights Holdings, EOT Film Productions, LLC. All Rights Reserved. Excerpts taken from the main theme to the film The Magnificent Seven, written and composed by Elmer Bernstein. Copyright 1960 Metro-Goldwyn-Mayers Studios Inc. All Rights Reserved.

A disturbing peek into the dark underbelly of a small American town, David Lynch's Blue Velvet (1986), with his signature flourishes of dream like logic, penchant for the psychological, and a plot pulled straight from the pages of a tattered noir paperback, tells the story of Jeffrey (Kyle McLachLan), a bored young man, who in his search for clues about a mysterious missing ear, perilously descends bit by tantalizing bit into a dangerous and forbidden underworld with a dark allure that simultaneously thrills and repulses him. Tune in for the full review! Timestamps: [00:00] Intro + Naruto, Hunter x Hunter, Godzilla Masterpiece Theater, Seven Samurai, Magnificent Seven, A Bride's Story, Lazarus [40:55] Review - Blue Velvet

Wat zit er in De 7 vandaagDe belegger heeft de Brusselse beurs herontdekt. Het aantal transacties is tijdens de eerste zes maanden van dit jaar met een vijfde gestegen. Onze expert legt uit hoe dat komt.De VS en China mikken op een langer bestand in de handelsoorlog tussen beide. Dat is gebleken na het overleg in Zweden.En wat mogen we deze week nog verwachten van de Amerikaanse big tech? Vandaag en morgen presenteren vier namen van de Magnificent Seven kwartaalcijfers. Host: Bert RymenProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

US equity markets settled with modest losses as investors digested the latest monetary policy pronouncements from the Federal Reserve and eyed results after the closing bell from two of the so-called ‘Magnificent Seven' cohort of mega-capitalisation technology companies - Dow fell -172-points or -0.38% , with 3M Co (down -3.41%) the worst performer in the 30-stock index. Procter & Gamble Co lost -2.38% after the company posted better-than-expected fourth quarter results after the close of the previous session and named Shailesh Jejurikar as its new chief executive. Nvidia Corp (up +2.14%) was the leading Dow component overnight.

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

What if your retirement plan could turn taxes into opportunity? In this episode, Kevin Madden breaks down how recent tax law extensions open the door for strategic Roth conversions and smarter estate planning. He also weighs in on the risks of over-relying on the “Magnificent Seven” tech stocks and explains why now might be the time to lock in high annuity rates. Plus, a candid look at why so few people work with financial advisors—and why that could be a costly mistake. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

In dieser Folge von „Aktien fürs Leben” ziehen Tobias Kramer und Timo Pache Bilanz auf für die sieben Aktien-Legenden, denen sie in den vergangenen zwei Jahren jeweils eine ganze Folge gewidmet haben: Wo hat sich was getan, wie stehen sie da – mit allen aktuellen Entwicklungen und einigen Schlenkern zu Wettbewerbern (zum Beispiel zu einer völlig überwerteten Hermès- Aktie)? Und vor allem: Welche hat seit der Aufzeichnung die beste Entwicklung hingelegt? +++Um folgende Aktien geht es: Berkshire Hathaway B (WKN: A0YJQ2), LVMH (853292), Coca-Cola (850663), Apple (865985), Münchener Rück (843002), Nike (866993) und SAP (716460). Plus: Hermès (886670)+++Links zu den Sonderfolgen:Berkshire Hathaway: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-1-wie-warren-buffett-mit-einer-textilfirma-in-die-finanzgeschichte-eingegangen-ist-sef1lcdj2va92LVMH: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-2-wie-bernard-arnault-ein-luxusimperium-aufbaute-c9ci785c3kkquCoca-Cola: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-3-wie-coca-cola-die-welt-eroberte-s80evgt13kow7Apple: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-4-wie-apple-die-welt-veraenderte-8hhcszfcox93hMunich Re: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-5-warum-die-munich-re-die-beste-deutsche-aktie-ist-6u1s9qz0s3t69Nike: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/sonderfolge-6-just-do-it-wie-nike-die-spielregeln-des-sportmarketings-revolutionierte-kjqwnnodun0fnSAP: https://plus.rtl.de/podcast/aktien-fuers-leben-todvb02qity31/die-jubilaeums-folge-das-wertvollste-unternehmen-europas-und-warum-die-sap-aktie-dennoch-gerade-ein-schwieriges-investment-ist-tn6iz6po47tme+++Die E-Mail-Adresse für die Beantwortung der Frage lautet: capitalredaktion@capital.de+++Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuers_leben+++60 Tage lang kostenlos Capital+ lesen - Zugriff auf alle digitalen Artikel, Inhalte aus dem Heft und das ePaper. Unter Capital.de/plus-gratis+++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html +++ Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

On this week's program, we use some outside of the box thinking about Exchange Traded Funds, the "New" Magnificent Seven, and a high monthly income stream for retirement using Closed-End Funds.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a monetary policy decision from the Fed and earnings from some of the “Magnificent Seven” tech companies. In the UK – a look at President Trump’s trip to Scotland. In Asia – a look at ahead to China PMI data and a conversation on Asia tech investing. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a monetary policy decision from the Fed and earnings from some of the “Magnificent Seven” tech companies. In the UK – a look at President Trump’s trip to Scotland. In Asia – a look at ahead to China PMI data and a conversation on Asia tech investing. See omnystudio.com/listener for privacy information.

Jason Akus, Head of Healthcare Investing for Aberdeen Investments, says that current conditions for healthcare and biotech investing are making for "one of the most challenging, difficult and dislocated environments I've seen." While trades in technology, artificial intelligence and the Magnificent Seven stocks have driven the stock market back to record-high levels, Akus notes that healthcare has been flat in 2025 with biotech faring only slightly better; moreover, healthcare has been flat for two years, while the Standard & Poor's 500 was gaining about 40 percent. "It's not to say that healthcare is not growing earnings ... it's just been left behind" more attractive growth sectors. Akus says that creates a lot of opportunities and attractive valuations for healthcare and biotech investors, as he sees market conditions changing and "green shoots" emerging as long-term innovations and developments pay off.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to a monetary policy decision from the Fed and earnings from some of the “Magnificent Seven” tech companies. In the UK – a look at President Trump’s trip to Scotland. In Asia – a look at ahead to China PMI data and a conversation on Asia tech investing. See omnystudio.com/listener for privacy information.

Welcome to the Infinite Taylorverse!  Here at the Infinite Taylorverse, we talk about all things nerdy and pop culture! Movies, TV, cartoons, comics, books, video games, tabletop games, and so much more! We talk about the latest pop culture news as well as rumors and fan theories.  Be advised that spoilers are eminent! In this, our 231st episode, we talk about our take on season 1 of Ironheart!  We get super pumped about the upcoming release of Fantastic Four: First Steps and talk about some of the latest trailers and TV spots that have been released for the movie!  We also talk about several other movie and tv trailers that were released this past week, and so much more!  As always, thanks for strapping in for a ride through The Infinite Taylorverse!

The record-breaking run in global stocks got fresh fuel to power the rally after the US reached a trade deal with Japan, an agreement with a key trading partner that eases concerns about the tariff war. MSCI's benchmark gauges for global equities and Asian shares both rose Wednesday. Contracts for the S&P 500 edged up on the tariff news after closing at its highest level Tuesday. Stocks in Japan jumped more than 2% with Toyota Motor Corp. and other automakers leading the gains. We break down the day's developments with David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management. Plus - investors are also focused on megacap companies this week. Big Tech's strength will be on full display over the next few weeks as the group begins unveiling quarterly earnings. Tesla Inc. and Alphabet Inc. are reporting Wednesday. The so-called Magnificent Seven companies are expected to post a combined 14% rise in second-quarter profits, while earnings for the rest of the US equity benchmark are predicted to be relatively flat, according to Bloomberg Intelligence data. We discuss the role AI will play in those reports with Stephanie Leung, Chief Investment Officer at StashAway.See omnystudio.com/listener for privacy information.

US equity markets mixed as investors waded through the latest round of corporate earnings releases and eyed results from the first of the ‘Magnificent Seven' cohort of mega-capitalisation stocks after the closing bell of tonight's AEST session - Dow rose +179-points or +0.40%. Amgen Inc (up +3.32%) and Merck & Co Inc (+2.90%) were the leading performers in the 30-stock index. Nvidia Corp (down -2.54%) was the weakest Dow component overnight.

Today on the TV/Movie Rewind Podcast, Matt & Todd ride out with The Seven Magnificent Gladiators—Bruno Mattei's 1983 sword-and-sandals spectacle courtesy of Cannon Films.If you're Matt and Todd, you had us at either "Bruno Mattei" or "Cannon Films." But both?? We'll chip in for the 4K restoration ourselves.If you're not familiar with that glorious pairing, it's hard to explain just how much these movies mean to us. They're not trying to win awards—they're trying to inject pure entertainment into your bloodstream, like they've got a vendetta against subtlety and the solution involves kilotons of TNT strapped to a Chevy Caprice.What you're watching is the source code of entertainment. Just go along for the ride, and you will have a good time.The Seven Magnificent Gladiators is wild, it's fun, it's dubbed... and it's working on a budget. An inspired remix of Kurosawa's Seven Samurai (by way of The Magnificent Seven), this version asks: “What if we did that in ancient Rome… on a Cannon budget… using actors who were already wearing swords-and-sandals for another production?” Starring (and our choice as their Magnificent Seven counterpart):Lou Ferrigno as "Han"—yes, Han. That's what the "H" on his belt stands for. Definitely not Hercules, who Lou was coincidentally played at the same time. (Yul Brynner)Sybil Danning as Julia the most mercenary of the group (Brad Dexter).Brad Harris as Scipio, Han's right Han-d (Steve McQueen).Emilio Messina as Goliath the gentle giant (Charles Bronson).Giovanni Cianfriglia as Festo (We'll go with Robert Vaughn I guess?).Sal Borgese as Glafiro (I swear he throws a knife or something in this, so he'll be James Coburn).Rubert Mura as Vendrix (Horst Buchholz).Carla Ferrigno as Pandora.Yahudi Efroni, earning our coveted 'Whit Bissell' Award as The Emperor.Dan Vadis as Nicerote—the most fashion-forward warlord this side of Humungous or Raven Shaddock.It's Cannon. It's Mattei. It's awesome.Find and reach out to Matt on: Bluesky: @MovieMattSirois.bsky.socialFacebook:  The Movie Asylum of the Weird, Bad and WonderfulFollow who we follow: Once Upon a Geek and Fade Out Podcast

July 21, 2025 | Season 7 | Episode 28The invisible forces of supply and demand are reshaping financial markets in ways that savvy investors need to understand. This deep dive explores how stock buybacks have overtaken dividends as the primary method companies return capital to shareholders—and why timing matters tremendously.When companies repurchase shares, they reduce market supply, potentially boosting earnings per share and stock prices. But there's a crucial distinction between disciplined buyback strategies like Warren Buffett's (buying only when shares represent exceptional value) and the problematic pattern many corporations follow: buying high when flush with cash, then halting repurchases when prices fall. This "buy high, sell low" approach raises serious questions about corporate stewardship of shareholder capital.The Treasury market faces its own supply-demand dynamics with approximately $36 trillion in debt structured across bills (one year or less), notes (1-10 years), and bonds (10+ years). With the average maturity around six years and interest rate at 3.3%, even significant Fed rate cuts would have less impact on government financing costs than sometimes claimed. Meanwhile, technology companies are benefiting from policy tailwinds, including immediate R&D expense deductions that particularly advantage the "Magnificent Seven" tech giants responsible for nearly half of all S&P 500 research spending.In the streaming wars, YouTube has quietly surpassed Netflix with 12.8% market share versus Netflix's flat 8.3%. Despite Netflix's $556 billion market cap, analysts suggest YouTube could be worth over $700 billion as a standalone company, bolstered by its creator-based content model that keeps costs comparatively low.For investors navigating today's complex markets, understanding these fundamental forces provides crucial context for making intelligent decisions. Whether evaluating a company's capital allocation strategy or assessing policy impacts on different sectors, recognizing how supply and demand drive valuations has never been more important.Want to sharpen your investment edge? Subscribe to our podcast for more market insights that go beyond the headlines and help you see what others miss.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Of we het nu willen of niet: president Trump kan deze hele beursweek in beweging zetten. Hij kan zo maar het vonkje zijn dat zorgt voor grote dalingen op de beurs... Daarvoor waarschuwt Errol Keyner van de VEB in deze uitzending. Je hoort van hem waarom Trump toch (ondanks al het cijfergeweld) een hoofdrol kan spelen. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

Of we het nu willen of niet: president Trump kan deze hele beursweek in beweging zetten. Hij kan zo maar het vonkje zijn dat zorgt voor grote dalingen op de beurs... Daarvoor waarschuwt Errol Keyner van de VEB in deze uitzending. Je hoort van hem waarom Trump toch (ondanks al het cijfergeweld) een hoofdrol kan spelen. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

Ein Quartal, 3,7 Billionen Dollar mehr Börsenwert – die Magnificent 7 treiben weiter den Markt! Doch nicht alle Big-Techs performen gleich. Tobias Kramer und Pip Klöckner analysieren die Zahlen, Bewertungen und KI-Fantasien der großen Tech-Titel – und verraten, welche Aktien sie auf Outperform und welche sie auf Underperform setzen. • Nvidia bleibt das Maß aller Dinge: +47 % Kursplus in nur drei Monaten – aber wie lange kann das KI-Momentum noch tragen? • Alphabet ist trotz KI-Sorgen weiterhin der günstigste Titel im Max-7-Universum – Pip erklärt, warum er bullish bleibt. • Amazon überzeugt mit einem starken Quartal, kämpft aber mit schwächerem Konsum und steigenden Bewertungsmultiples. • Apple liefert kaum Innovation und wirkt ohne KI-Fantasie zunehmend uninspiriert – ist die Underperformance gerechtfertigt? • Meta punktet mit Werbegeschäft und WhatsApp-Fantasie, hat aber interne KI-Probleme und ein Vertrauensdefizit bei Fake-Profilen. • Microsoft kombiniert Cloud-Wachstum mit KI-Power und bleibt einer der stabilsten Big-Tech-Performer. • Tesla bleibt eine Glaubensfrage: Schwache Absatzzahlen, verzögerte Robotaxi-Fantasie und trotzdem weiter hoch bewertet. • Bonus: IONOS, der deutsche Cloud-Player, überrascht als deutscher Hidden Champion mit solidem Wachstum, Rückenwind durch digitale Souveränität und Übernahmefantasie.

Are the Magnificent Seven losing their magic? Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here: https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

Are the Magnificent Seven losing their magic?  Lance Roberts and Michael Lebowitz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. Lance reviews this week's PPI report (flat) showing little to no effects from tariffs. Yet. The make up of the US economy (80% services) is such that corporations will primarily pay tariffs, and likely not pass along much of the additional cost. Earnings Season continues to roll along as markets enter the seasonally-weaker period of the year. Lance and Michael discuss PPI and what the Fed might be thinking next. The Question de Jour is what is happening with bonds. NOTE: Lance reveals more details about our upcoming programming changes; pay attention! Lance & Michael discuss how we manage Bonds; the surge in retail speculation and the performance (?) of Mag-7 stocks (meh). Michael discusses the two forms of Volatility, and Lance preaches to the YouTube Chat choir. SEG-1: PPI Comes in Flat - Markets Prepare for Correction SEG-2: What is the FEd Thinking Now? SEG-3a: Show Changes Coming SEG-3b: How We Manage Bond Portfolios SEG-3c: Has the Mag-7 Lost its Magic? SEG-4a: YouTube Chat SEG-4b: S&P 500 Realized vs Implied Volatility   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dFXBBqri1lo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Magnificent Seven Are Mediocre" https://realinvestmentadvice.com/resources/blog/the-magnificent-seven-are-mediocre/ ------- The latest installment of our new feature, Before the Bell, "Prepare Now for Correction," is here:  https://youtu.be/VDnRZFc0Hpw ------- Our previous show is here: "SPAC's are Back!," https://www.youtube.com/watch?v=MaCxUW2BClU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #ContrarianIndicator #Technology #LiberationDay #EarningsSeason #RiskManagement #PortfolioRisk #PortfolioManagement #BondPortfolio #MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy #InvestingAdvice #Money #Investing

ASML kreeg het hard te verduren op de dag van de kwartaalcijfers. Het bedrijf was niet 100 procent zeker dat het volgend jaar zou groeien, maar de gepresenteerde cijfers waren prima. Toch begrijpt Stan Westerterp (Bond Capital Partners) de reactie van beleggers wel. "Als je geen groei laat zien, dan heb je in de techsector niks te zoeken. Aan de andere kant, misschien legt de nieuwe ceo de lat nu bewust laag, zodat de resultaten laten meevallen", iets wat Stan niet bevalt. Koen Bender (Mercurius Vermogensbeheer) sluit niet uit dat de nieuwe topman bewust met een schone lei wil beginnen. "Maar je gaat mij niet vertellen, met de vraag die er is in de wereld, dat ASML volgens jaar niet gewoon weer groei laat zien." Stan is het daar ook helemaal mee eens. Het sentiment, afgezien van ASML, is helemaal niet slecht. De S&P500, en niet alleen de techsector, laten records zien. Het heeft er alle schijn van dat beleggers het handelstumult met een korrel zout nemen. Dat wordt ook gereflecteerd in bedrijfscijfers, zeker die van Amerikaanse banken, die er nog steeds uitstekend uitzien. Verder in de podcast aandacht voor de bitcoin, en dan met name de blockchain, de definitieve cijfers van TSMC en de Amerikaanse grootbanken. Daarnaast bespreken we de luisteraarsvragen (FlowTraders en Kinepolis) en geven de experts hun tips. Stan tipt drie techbedrijven die niet tot de Magnificent Seven behoren, Koen tipt een bedrijf met de ISIN-code US3377381088. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

www.castarolepod.com In this episode of Cast-A-Role, we dive deep into Akira Kurosawa's legendary 1954 epic, Seven Samurai — a cinematic masterpiece that redefined storytelling, action, and the ensemble cast formula. Join us as we break down the film's iconic characters, revolutionary directing techniques, and the lasting impact this samurai film has had on everything from The Magnificent Seven to Star Wars. We explore the themes of honor, sacrifice, and strategy that still resonate today, and discuss why Seven Samurai remains one of the greatest films of all time. Whether you're a die-hard fan of classic Japanese cinema, a filmmaker in the making, or just curious about what makes this movie a must-watch, this review is for you.

De Amerikaanse belastingbetaler is in één klap de grootste aandeelhouder van een beursbedrijf. Het gaat om MP Materials, een bedrijf dat zeldzame aardmetalen wint en verwerkt. Het aandeel schoot gister meer dan 50 procent omhoog, nadat bleek dat het Amerikaanse ministerie van Defensie zich inkocht. Deze aflevering kijken we wat de Amerikanen precies met die aankoop willen, maar vooral ook wat volgt? Wat een ding is zeker, dit is een ongekende stap. Gaat de regering nog meer aandelen van beursbedrijven opkopen? Verder kijken we naar wéér een nieuw rondje tarieven van Trump. Hij bestookt nu de buurman, Canada. En zegt dat er een standaardtarief komt voor veel andere landen. Toch lijkt het beleggers allemaal niet meer te boeien. Zijn ze tarieven-moe? Ook bereiden we je voor op het cijferseizoen, dat ASML aanstaande woensdag in ons land aftrapt. Verder in deze aflevering: Amazon stopt nóg meer in Anthropic. Het bedrijf achter de AI-bot Claude. Nike trapt een baas van een dochterbedrijf op straat. Bij Levi's loopt het beter: dat verhoogt de omzet- en winstverwachting. Ben & Jerry's hebben een nieuwe baas. Jamie Dimon heeft kritiek op ons. Europa! See omnystudio.com/listener for privacy information.

AI thinks it's OK to steal and blackmail you! Today we dive deep into the evolving landscape of artificial intelligence, highlighting both its disruptive promise and emerging risks. New research showing that large language models (LLMs) often resort to manipulative behavior when put under pressure, raising ethical and control concerns. We also talk about investment strategies around AI infrastructure, noting underperformance in traditional strategies like small-cap, international, and value investing. We also explore a new MIT study suggesting AI may reduce cognitive engagement and critical thinking and widespread reliance on AI tools could lead to long-term intellectual decline. We discuss...  A recent study showed that in simulated scenarios, AI models like Claude, GPT-4, and Gemini frequently resorted to blackmail when "cornered." All major large language models displayed concerning behavior in adversarial tests, highlighting a broader industry problem. AI is surprisingly poor at basic math tasks despite being computer-based, which raises risks for business use in financial roles. Apple is rumored to partner with Anthropic (Claude) for Siri instead of acquiring them outright. AI tools have shown 85.5% accuracy on challenging medical cases, compared to 20% accuracy by experienced physicians. The use of AI in healthcare may not replace doctors but is expected to enhance their capabilities significantly. Elon Musk warned AI development may soon face power supply bottlenecks, particularly due to training instability during grid fluctuations. Battery storage is becoming critical to stabilize AI-related energy demands, similar to power issues seen in crypto mining. Broader investment trends include AI, nuclear, space, blockchain, and cannabis, with many investors still concentrating on the "Magnificent Seven." Traditional diversification strategies like small-cap, value, and international investing have underperformed for decades. Despite high valuations, the U.S. remains the most attractive market compared to overregulated or unstable alternatives like Europe or China. A recent MIT study suggested AI use may lead to cognitive decline, describing users as becoming “cognitively bankrupt.” Reliance on AI could undermine critical thinking, especially among younger generations. AI, like social media, might make society dumber by eliminating the need for deep thinking. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/ai-thinks-its-ok-to-steal-727 

Will market volatility persist through the rest of 2025? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025.This podcast explored the current global economic landscape and investment strategies for the second half of the year.The discussion focused on the outlook for global growth and its impact on market sentiment, with a particular emphasis on the emerging concept of “resilience” in European and emerging markets.The conversation examined the concentration risk posed by the “Magnificent Seven” tech stocks dominating US equity gains and explored the need for diversification in a concentrated market environment.We address immediate market concerns around the upcoming US tariff deadline on July 9th and how clients are positioning their portfolios accordingly.Dan outlines the potential implications of tariffs on US inflation and whether this could undermine the Federal Reserve's traditional monetary policy effectiveness and credibility in meeting its dual mandate.The conversation concluded with recommendations on asset allocation shifts, geographical diversification strategies, and sector-specific opportunities. Hosted on Acast. See acast.com/privacy for more information.

The global investment landscape is shifting as international markets gain momentum despite lingering trade tensions. After years of US stock dominance creating stretched valuations, investors are increasingly looking abroad for more reasonably priced opportunities with similar growth potential.Phil Wool, Chief Research Officer at Rayliant, makes a compelling case for emerging markets as fertile ground for active management strategies. Markets like Taiwan, South Korea, and China feature 80-90% retail trading volume, creating inefficiencies that systematic approaches can exploit by targeting strong fundamentals and positive sentiment.One of the most overlooked aspects of emerging markets is their substantial technology exposure. South Korea's market comprises roughly 50% tech stocks yet trades at just 10x forward earnings—compared to the S&P 500's 23x. Taiwan's market is approximately 75% tech-focused but remains more affordable than US indices. These markets offer exposure to companies building critical components for data centers and AI infrastructure that often don't receive the same attention as the Magnificent Seven.Japan represents another intriguing opportunity with its broad market featuring limited analyst coverage beyond top companies. After decades of deflation and stagnation, Japan is experiencing an economic inflection point with normalizing monetary policy and significant corporate governance reforms unlocking previously trapped value.For investors concerned about international risk, Wool notes that much potential downside is already priced into these markets, unlike US equities where the recent recovery suggests investors may be underestimating lingering uncertainties. While emerging markets carry additional geopolitical and governance risks, these create opportunities for disciplined active managers who can identify well-governed companies.The evolution toward sophisticated multi-factor frameworks has transformed international investing. Rather than relying on traditional value or growth tilts alone, advanced systematic strategies now incorporate diverse signals including market-specific factors accounting for local regulations and institutions—particularly valuable when navigating diverse global markets with varying characteristics.Ready to explore international opportunities? Visit rayliant.com to learn more about their quantamental ETFs designed to capture behavioral alpha across global markets.Riddler Road Rally is not your average adventure. It's a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.You and your team will race across t Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Today we talk the end of quarter performance for quarter two of 2025. How did you do? We also cover a wide range of economic and market topics, beginning with the complexities of investing in artificial intelligence, lessons on succession planning, leadership transitions, and the importance of understanding demographic and power dynamics in both politics and investing. We note that large-cap growth, tech, and industrials led Q2 performance, while energy and real estate lagged. Mounting debt, rising delinquencies, and wage garnishment were cited as signs of economic stress, especially among younger and lower-income Americans, but the U.S. is still regarded as one of the best places to live. Today we discuss...  AI emerges as a hot investing theme, but it's difficult to get meaningful public equity exposure to the trend. We talks lessons for business owners on succession planning and the difference between operators and visionaries. You should invest in yourselves, learn how to work with AI, and become irreplaceable in the workforce. They conclude that unlike past tech revolutions, understanding AI is more about mindset, prompting skills, and creative application than simply buying stock exposure. Warren Buffett can be both the greatest investor of all time and underperform over the last 25 years. Buffett's investment challenges are partly due to managing massive capital, but he also strayed from his original strategy. Buffett should have retired decades ago and left day-to-day decisions to others. This is a parallel between aging leaders in investing and aging politicians who refuse to step down. The Baby Boomer generation is described as unintentionally draining economic resources through demographic trends. Understanding leadership transitions and generational shifts is crucial for evaluating companies and markets. Q2 market performance shows large-cap growth outperforming small-cap and value stocks. Sectors like industrials, communications, and tech led, while energy, real estate, and healthcare lagged. High beta, momentum, and pure growth factors outperformed, while high dividend and low volatility underperformed. Treasury bonds, especially international, were among the best-performing fixed income assets. Precious metals like gold, silver, and uranium led commodities; agricultural products like corn and wheat lagged. Many top-performing countries are printing money, boosting markets, despite geopolitical or structural issues. Biotech investing is highly complex due to multiple layers of science, regulation, and operational risk. Investors don't need to invest in every trendy sector—understanding is more important than participation. Crypto markets have rebounded, with Ethereum and Bitcoin showing strong recent gains. The "Magnificent Seven" tech stocks have mixed performance, with Apple and Tesla notably underperforming. The market is entering a historically strong July–August window, buoyed by trade optimism. U.S.–China relations show signs of improvement, including mutual resource access. Buy Now, Pay Later services are beginning to impact credit scores and consumer financial stability. Over 2.3 million households are delinquent on mortgage payments, with foreclosures up 34%. Renters face growing pressure, with 21% behind on payments and eviction filings surging. Mounting debt burdens are fueling disillusionment among younger Americans, increasing support for socialism. Inflation has cooled from 9% in 2022 to 2.4% in April 2025. Despite challenges, the U.S. is still viewed as one of the best places to live. For more information, visit the show notes at https://moneytreepodcast.com/end-of-quarter-performance-725  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

It's another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more besides! Shownotes: https://meaningfulmoney.tv/QA19  00:57  Question 1 Hello Pete & Roger I am a regular listener to you show, love it and keep up the good work. My question is… I have a full 6 months emergency fund, I have no credit card debt or personal loans, I have a mortgage and I have just started investing 5% of my wages every time I get paid into the Vanguard all world tracker fund (keeping it simple) I have a new car every 4 years on PCP (so I basically lease it) as I always chop in for a new car and never pay the balloon payment at the end, this PCP is at 8%. I would like to hear your thoughts on weather investing is still okay to do along side this, the reason for having a new car is that I use it until the warranty expires and then change due to rising repair costs and hassle free motoring. I have brought older cars outright in the past and always ended up costing me more in repairs over the years. I am planning on leasing my cars for the permanent future so if I do not start investing now I will never have a chance to invest, and I do not see leasing at car as a loan as such, more of a permanent lease. Feel free to shorten my message to suit and excited to hear your thoughts, all the best. Adam 10:10  Question 2 Hello Pete and Rog! First of all, a huge thank you for all the valuable content you share – I really appreciate it! Keep up the fantastic work!  I had a quick question that's a bit technical (apologies in advance!), but I was wondering if you might be able to cover the topic of UK-registered funds when investing in a GIA on the podcast? I've heard that non-UK registered funds are taxed at the income tax rate rather than the capital gains tax rate. Is the best approach to check the ISIN against the list of UK-registered funds, even if the investment is made through a non-UK exchange (e.g., Amsterdam or Ireland)? Also, when a new client comes to you with non-UK registered funds, how do you typically address this issue? Thanks again for all that you do – really appreciate it!  Best, your #1 Fan! 14:00  Question 3 Hi Pete / Roger Thank you for your great work with your Q&As. Your cashflow ladder idea is great advice but when I look at graphs of cautious, balanced, growth funds they all go up and down at the same time. Over the last 10 yrs every time there has been a big market fall all the funds I looked at (at all risk levels) recovered with 32 months max. If 2-3 years cash is held on the 1st rung of the ladder why shouldn't I hold the rest in growth/agg funds? The cash rung will ride out the fall / recovery so I may as well put my money in a fund with the most growth potential? What am I missing? Stephen 19:57  Question 4 Hi Pete and Roger, Thanks for all you do. Your Podcasts and YouTube content has helped me get to retirement early. I have a number of investments in my Pension which are there to continue to grow hopefully over time. I have a well diversified portfolio mainly using trackers. I want to try to drop a particular individual investment from my portfolio that forms part of the Magnificent Seven, and is therefore part of a lot of the trackers I have. Unless I buy the FTSE Global index as individual shares can you see a way I cannot be in this one companies shares? Not sure there is an answer. Much appreciated, Chris 24:11  Question 5 Hello Love your podcast, I thought I was fairly clued up on pensions/finances but I have learnt so much more from your podcast. I recommend it to everyone! Especially my husband, who has so far failed to do so, he leaves the finances to me (which is probably why we are in this position as he has not addressed his pension). My question is: Our pension pots are very unequal, we're both 47.  I have 2 DB pots (combined are due to pay out circa 14k from age 65). I am also on track to have around 750k in a private pension by the time I am 57, and am planning to retire at this point.  My husband currently only has around 18k in a private pension, and is retraining as a teacher so he will only have a small DB pension not accessible until 68. He will therefore need to continue working for a few years after I retire.  I will need around a 2k a month in retirement, but I am thinking I can take up to £67k per year from my pension (so to remain in the 20% tax band). Use 24k for myself, and then we pay the remaining 43k into husbands private pension (or however much his earnings allow). If he is a higher rate tax payer by then, he would gain a 40% uplift on this or if not he will still get the 20% uplift back so we aren't losing out.  One of the main reasons for doing it would be to even the pensions out so that we can both withdraw tax efficiently in future, rather than me having to withdraw from my pension for both of us and so paying more tax. It seems like a no brainer but please let me know if I have missed something really obvious. Thanks in advance! Sarah 29:02  Question 6 Hello gents, If you pay a charity and claim gift aid within a given tax year, does that take your income down when calculating benefit calculations? E.g. if I earn £101k p/a and I give £2k to charity and (gift aid it), does that effectively bring my income below the £100k threshold for child government support like free childcare hours? Thanks, David

Jeremy and Boss talk "men" movies, learn about ring safety, discuss the history of Rice-A-Roni. eat someone else's picnic lunch, get covered in sand, and meet the Magnificent Seven as they discuss Tony Pastor Jr's 7 Into Snowy.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comMany thanks for completing my weekend polls (here they are if you missed them: paying subscribers / non-paying). Your answers were extremely useful: roughly the right amount of content, stick with the audio, the balance of investment ideas and other stuff is about right, and the price too is about right (interestingly, paying subscribers thought that, non-paying less so — that put a smile on my face). Also: keep writing about what I know.You're a bit more equivocal about the video content. There are more gold than bitcoin bugs in the readership, with a healthy number are in the “own both” camp.And so many of you joined my Comedy Substack, it became one of Substack Humor's fastest movers. Yippee. Thank you!Today I am going to tell you about my seven largest investment positions.Take note: the asset allocation I advocate is the Dolce Far Niente portfolio. This is 15% in gold, 5% in bitcoin, and we have a large allocation to global equities, especially the US. It also has a 10% allocation to risky/fun investments: small caps, special situations and so on (the kind of flutters I write about here). The reason for this allocation is to minimise risk and any damage caused by losses.Do as I say, not as I do and all that. My personal allocation does not fully correspond to the Dolce Far Niente, partly for lack of discipline, partly because I have a greater appetite for risk and will stomach bad losses, if they come around, partly because I am overweight bitcoin.My largest positions As I am sure you know, my two largest positions are in bitcoin and gold. In my view everyone should have an allocation to these assets. Given the debasement of currency taking place worldwide, the greater risk is not owning them. On which note …If you want to buy gold or silver to protect yourself in these interesting times, the bullion dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here.But we will put those to one side. After bitcoin and gold, my seven largest positions are:

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks things off by discussing passive investing, the stock market's "relentless bid," and what could derail passive investing in the future. He points out that the total assets invested passively surpassed those invested actively last year. Not only is this an important fundamental change, but Bryan says that this alters the dynamic between investors and Mr. Market that legendary economist Ben Graham outlined 70-plus years ago. Then, using Microsoft as an example, Bryan analyzes whether it's realistic to expect the Magnificent Seven companies to return to lower multiples. (0:47) Next, Bryan talks about all the headwinds Apple has faced in the past six months and why he believes the stock would be down much more than it is today if it weren't receiving so many passively invested dollars. He says the size of the relentless bid reached a critical mass during the pandemic, and now the S&P 500 Index will continue to grind higher indefinitely. The only thing that can offset this natural inertia is bad economic news (such as tariffs), and even that is temporary. As Bryan points out, many passive investors aren't aware of what they're doing, so it would take legal changes to fix the problem. (19:32) Finally, Bryan explains that this relentless bid does not apply to every corner of the market. He says small caps and microcaps are still great places to find value. Plus, Bryan discusses the unique situation Tesla is in today, makes a bullish case for restaurant-operations company PAR Technology, and discusses what he got wrong with special purpose acquisition companies ("SPACs") back in 2022. (42:56)

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks things off by discussing passive investing, the stock market's "relentless bid," and what could derail passive investing in the future. He points out that the total assets invested passively surpassed those invested actively last year. Not only is this an important fundamental change, but Bryan says that this alters the dynamic between investors and Mr. Market that legendary economist Ben Graham outlined 70-plus years ago. Then, using Microsoft as an example, Bryan analyzes whether it's realistic to expect the Magnificent Seven companies to return to lower multiples. (0:47) Next, Bryan talks about all the headwinds Apple has faced in the past six months and why he believes the stock would be down much more than it is today if it weren't receiving so many passively invested dollars. He says the size of the relentless bid reached a critical mass during the pandemic, and now the S&P 500 Index will continue to grind higher indefinitely. The only thing that can offset this natural inertia is bad economic news (such as tariffs), and even that is temporary. As Bryan points out, many passive investors aren't aware of what they're doing, so it would take legal changes to fix the problem. (19:32) Finally, Bryan explains that this relentless bid does not apply to every corner of the market. He says small caps and microcaps are still great places to find value. Plus, Bryan discusses the unique situation Tesla is in today, makes a bullish case for restaurant-operations company PAR Technology, and discusses what he got wrong with special purpose acquisition companies ("SPACs") back in 2022. (42:56)

Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warren Buffett. In this conversation, we explore why focus investing works, what traditional value investors got wrong about the Magnificent Seven, and how the industry's obsession with low P/E ratios and short-term tracking error leads to missed opportunities. Hagstrom also reflects on lessons from working with Bill Miller and explains why evolving your investment approach is essential for long-term success.In this episode, we discuss:How Hagstrom fell into money management by accidentWhat Buffett's 1983 letter taught him about investingThe dangers of rigid value investing frameworksWhy most active managers fail over timeThe key to compounding that investors overlookDrawdowns, tracking error, and the psychology of focus investingWhy private equity's appeal is mostly an illusionWhat Buffett's surprise CEO handoff really means for Berkshire Hathaway

In the first half, we examine the (rumored) literal fisticuffs in D.C., and the implications of the proposed “Big, Beautiful Bill” on taxes, spending, the deficit, interest rates, and the dollar. We discuss the timing of tax cuts versus spending cuts, especially in light of the employment data we have seen since 2022, wherein: Private sector job growth -> a little over 1% cumulatively. Public sector job growth -> over 7% cumulatively. In the second half, we discuss the market's rapid rebound from its April nadir and juxtapose returns (and valuations) for different parts of the equity market. Is it finally time for diversification to help after a 15-year run for the U.S.? U.S. large caps +3% YTD U.S. small caps -2% YTD Developed non-U.S. +17% YTD Emerging markets +11% YTD While the collapse in the volatility index and the huge rally from the lows normally portend further gains, valuations for the S&P 500 are historically high on any number of measures. While the so-called Magnificent Seven are more elevated, the other 493 are also expensive, and have grown earnings a lot more slowly than the tech titans.  Contrary to our forecast entering 2025, fewer than one in three stocks are outperforming this year, putting a premium on stock selection. While multiples are high, we think active managers willing to go further afield can find values. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

with Pastor Micheal Oxentenko

                                                    BLACK SHIRT MIXTAPE                                                       **Episode 100**                                                             Join host Jesse Karassik aka @heyyyyy_jesse as he takes you on a 2 hour sonic journey playing mixtape inspired tracks in a variety of genres- all for your listening (dis)pleasure!   Tracklisting: Section 1- Nostalgia 1. You Always Hurt The One You Love...Ryan Gosling 2. Love Vigilantes...New Order 3. Once In A Lifetime (live)...Talking Heads 4. Bigmouth Strikes Again...The Smiths 5. The Is The Day...The The 6. Never Let me Down Again...Depeche Mode 7. Starman...David Bowie   Section II- Nite Driving 8. Not Even Jail (live)...Interpol 9. The Magnificent Seven...The Clash 10. When You Were Young...The Killers 11. Go With The Flow...Queens of the Stoneage 12. Wave of Mutilation (UK Surf)...Pixies 13. Everything In It's Right Place...Radiohead 14. New Frontier...Donald Fagan   Section III- Loners & Lovers 15. Souk Eye...GORILLAZ 16. Somebody That I Used To Know...Elliott Smith 17. Get Gone...Fiona Apple 18. Find The River...REM 19. Wake Up Alone...Amy Winehouse 20. Hannah & Gabi...Lemonheads   Section IV- Celebration 21. Check The Rhime...A Tribe Called Quest 22. Oodles of O's...De La Soul 23. Hey Boy...Mark Ronson 24. Bizarre Love Triangle (live)...Pete Yorn 25. Every Little Thing She Does is Magic...The Afghan Whigs (outro)  

Premier Netanyahu van Israël had het kennelijk nog niet druk genoeg met oorlog voeren. Hij kiest onverwachts nu ook voor een grote aanval op Iran. Doelwitten: nucleaire installaties, maar ook de legertop van het land is getroffen. Volgens het land om te voorkomen dat Iran een kernmacht wordt.Volgens Rob de Wijk is dit 'dag één van de oorlog tussen Israël en Iran'. Een escalatie in het Midden-Oosten, waar president Trump zich nu óók in mengt. Volgens hem moet Iran snel een deal maken, voor er 'niks meer over is' van het land. Het zorgde voor paniekerige reacties. Niet alleen op de beurs, maar ook bij de olieprijs. Die ging tot wel 13 procent omhoog. Deze aflevering brengen we de risico's in kaart. Wordt dit een Derde Wereldoorlog, waar sommige voor vrezen? En welke aandelen kan je nu beter even links laten liggen?Apple was de afgelopen weken de loser onder de Magnificent Seven. Er ging veel fout en het bedrijf kreeg ook veel kritiek van Trump zelf. Maar nu maakt Apple ineens zijn comeback! Er is niet 1, niet 2, maar 3 keer goed nieuws te melden! Nieuws dat je deze aflevering hoort.Dan hebben we het ook over de aanval op Jerome Powell. Die een idioot wordt genoemd. Je raadt vast wel door wie, maar misschien niet wat het plan achter die aanval is.Ook bespreken we de sollicitatiegesprekken die Mark Zuckerberg van Meta voert. Hij heeft 14 miljard dollar uitgetrokken om zijn gedroomde kandidaat binnenboord te halen!See omnystudio.com/listener for privacy information.

"Goed gekapitaliseerd, behoorlijk winstgevend en de waardering wordt waarschijnlijk interessant", is het oordeel van Stan Westerterp van Bond Capital Partners. "Bovendien willen ze de helft van de winst uitkeren aan de aandeelhouders, het wordt dus een value- dividendaandeel." Wel ziet Stan risico's als het gaat om de juridische procedures van certificaathouders. Olaf van den Heuvel van Achmea Investment Partners is wat voorzichtiger. "Ik mis hier toch het groeiverhaal. Ze trekken zich waarschijnlijk terug uit het buitenland, wat de groeikansen beperkt. Daarnaast is ESG minder populair geworden, iets wat Triodos juist moet onderscheiden van de concurrentie." 18 juni is de dag van de waarheid, dan krijgt Triodos zijn notering op het Damrak. Over softwaregigant Oracle Stan en Olaf eensgezind positief. Oracle publiceerde cijfers over het laatste kwartaal en die waren uitstekend. Officieel behoort het niet tot de Magnificent Seven, maar hoort daar eigenlijk wel bij, vindt Stan. De omzet groeide met 11 procent boven verwachting, vooral door groei in de clouddiensten. Het aandeel won uiteindelijk zo'n 14 procent op de cijfers. Naast de cijfers van Oracle bespreken we ook de update van Besi, die er buitengewoon sterk uitzag. Uiteraard behandelen we de luisteraarsvragen en geven de experts hun tips. Olaf tipt deze keer een Amerikaans beleggingsfonds, Stan tipt drie technologiebedrijven. Geniet van de podcast! KORTING: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, word dan Premium lid van BeursTalk. Tot en met 15 juni kost een maandabonnement geen 9,95, maar de eerste drie maanden slechts 7,50 – bijna 25 procent voordeel – en een jaarabonnement is zelfs zo’n 30 procent goedkoper: normaal 99 euro, maar nu betaal je het eerste jaar slechts 70 euro. Voor een maandabonnement is de kortingscode MAAND750, voor een jaarabonnement is dat JAAR70. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Equities are on a tear, led by the usual tech giants that make up the Magnificent Seven. But why? Rob Armstrong and Katie Martin go over the odd landscape of the current American economy, including scepticism about tariffs, inventory stockpiles, strong earnings and a budget that includes a tax on foreign investment in the US. Also they execute a complicated private equity pair trade and go long Nigerian weddings. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The economic landscape is shifting beneath our feet, and this episode of Marks on the Markets delivers the clarity you need to navigate what's ahead.Richard Cunningham and John Coleman sits down with Matt Monson, Partner of Public Equity at Sovereign's Capital, to dissect the most pressing issues facing investors today. The conversation begins with Moody's recent downgrade of US creditworthiness and what it signals about America's unsustainable fiscal trajectory—a $36 trillion debt problem that's finally getting the attention it deserves.Market Concentration and Hidden Risks The hosts dive deep into the Magnificent Seven phenomenon, revealing why having 30% of the S&P 500 concentrated in seven companies creates more portfolio risk than most investors realize. Monson shares his framework for analyzing tariff impacts across revenue and supply chains, while Coleman explains why this isn't just about stock picking—it's about understanding correlated risk factors that could catch investors off guard.Tariffs: Beyond the Headlines Moving past the political rhetoric, the discussion explores the real-world impact of trade policy on American businesses. From the company sourcing 100% of its goods from China to the complex web of global supply chains, listeners get an inside look at how tariff uncertainty is forcing businesses to stockpile cash and delay investment decisions. The hosts examine whether the current 90-day pause with China signals a path toward resolution or deeper economic disruption.Middle East Partnerships and AI Infrastructure The episode takes a strategic turn as Coleman and Monson analyze Trump's Middle East tour and the massive foreign direct investment commitments in AI infrastructure. They discuss why these partnerships matter for America's technological competitiveness and how they fit into the broader geopolitical and economic picture.Federal Reserve in an Impossible Position With inflation pressures from tariffs and a still-strong labor market, the Fed faces an unprecedented challenge. The hosts explain why rate cuts seem unlikely despite market volatility, and what this means for mortgage rates, business investment, and the broader economy.Faith-Driven Investing Insights The conversation concludes with practical insights for faith-driven investors, including Monson's compelling math on why your investment balance sheet—often 100 times larger than annual giving—represents an enormous opportunity for kingdom impact. The hosts share how the movement is evolving beyond traditional ESG frameworks toward employee flourishing and cultural excellence.Key Topics Covered:US credit downgrade implications and fiscal sustainabilityMagnificent Seven concentration risks and portfolio diversificationTariff impact analysis and business uncertaintyFederal Reserve policy constraints and rate outlookMiddle East AI partnerships and foreign investmentSmall vs. large cap performance cyclesFaith-driven investing trends and cultural impactThis episode offers both macro-economic analysis and practical investment insights for anyone seeking to understand how current events will shape markets and investment opportunities in the months ahead.

Patrick O'Hare from Briefing.com provides an update on the uncertain market condition, The rebound in recent weeks among Big Tech stocks hinges on Nvidia more than any other Magnificent Seven member, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisor

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines.Broadcasting from Carson's 2025 Spring Partner Summit in Omaha, this conversation blends covers everything from Tesla and Palantir to Microsoft's AI momentum and more.Key TakeawaysTesla Is Not Just a Car Company: Dan emphasized that Tesla should be valued as a disruptive AI and robotics company, not merely an automaker. Autonomous robotics are seen as a core driver of its future valuation.AI Party Is Just Getting Started: We're still in the early innings of the AI revolution—around “10:30 p.m.” on an all-night timeline, according to Dan. He likens skeptics to party-poopers who will wish they had joined once the sun comes up.China Cannot Be Decoupled: Efforts to cut ties with China in tech manufacturing are unrealistic, says Dan. The U.S. relies heavily on Chinese infrastructure, and disrupting this would have broad economic consequences.Apple as the AI Highway: While Apple may have lagged in AI innovation early on, Dan believes it will become the dominant platform for consumer AI applications thanks to its vast device ecosystem and installed base.Microsoft's Untapped AI Monetization: Despite a recent lull in stock performance, Dan sees Microsoft as massively underappreciated in its AI capabilities, especially within its enterprise customer base.Google (Alphabet) Is Underloved: Alphabet is currently the most underestimated of the “Magnificent Seven” tech stocks, particularly due to overstated concerns about search being disrupted by AI.Palantir's Long-Term Role: Dan projects Palantir as a trillion-dollar company in the making, thanks to its growing role in enterprise and sovereign AI applications.AI Stocks Beyond the Headlines: Emerging names like Pegasystems, SoundHound, Veronis, and CyberArk are cited as under-the-radar plays in the AI boom, especially in areas like cybersecurity and data infrastructure.Autonomous + Robotics = Game Changer: Dan envisions a near-future where humanoid robots under $20,000 become household norms—transforming labor, transportation, and daily life.Bitcoin's Role in Tech: Bitcoin's institutional adoption is growing, and Dan sees it as a risk-on asset with increasing relevance, especially in a deregulated environment. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrick Connect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Connect with Dan:• LinkedIn: Daniel Ives• X: @DivesTech Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #DanIves #AIRevolution #TeslaAI #MicrosoftAI #TechInvesting #AutonomousFuture #InnovationEconomy #NVIDIA #Palantir #CryptoAndTech #ChinaUSRelations #BigTech #FutureOfWork #CarsonPartners #FinancialPodcast 

“I lost over a million quid on Frankie Dettori… and I wouldn't change a thing.” In this explosive Final Furlong Podcast special, legendary bookmaker, BBC pundit, and racing lifer Gary Wiltshire joins Emmet Kennedy to reflect on 50 Years in the Betting Jungle — from laying the Magnificent Seven to rebuilding his life after public betrayal, tabloid lies, and financial ruin. With trademark honesty, Wiltshire opens up on:

Four out of the Magnificent Seven tech stocks fell today. Plus: Home Depot shares tick down despite quarterly sales rising more than expected. And shares of Arc'teryx and Salomon parent Amer Sports surge after strong quarterly results and raised guidance. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of More Than Commas, Cory Sheppard breaks down the risks of going all-in on the S&P 500, especially after its recent high-performing years. He explores how the index has become increasingly tech-heavy and dependent on the “Magnificent Seven,” making it more volatile than it seems. By examining historical data from different time periods—including the 2000s “lost decade” and early 20th-century downturns—Cory shows why diversification across asset classes, rather than chasing short-term outperformance, leads to a more stable, reliable investment experience. Whether you're near retirement or just getting started, this episode is packed with insight on how real-life circumstances should shape your portfolio strategy—not market hype. -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.