Podcasts about Magnificent Seven

On today's episode of Simply Money presented by Allworth Financial, Bob and Brian discuss the government shutdown, and dive into how diversification in the S&P 500 is quietly making a comeback as the so-called "Magnificent Seven" lose steam. Then, they explore how two families with the same wealth can have totally different outcomes—because of planning. Plus, your questions answered: structured notes, gold as a safe haven, and how to make tax-loss harvesting work for you.

Dan Zanger, chief technical officer at ChartPattern.com, says "the market wants higher" and is filled with cup-and-saucer patterns that "are waiting for handles to form," which is typically a bullish sign for individual names. Zanger says the broad market is showing some technical signs of resistance, but says investors should stick with what has been working. He did note, however, that for all of the publicity they get, not all of the Magnificent Seven stocks have been in the market's sweet spot from a technical standpoint; he favors Nvidia and Alphabet (google) at this point.  Scott Stevens, chief executive officer at Grays Peak Capital, looks at the private-credit markets, and particularly at how defense-critical spending is being impacted by the government shutdown. He also discusses private equity, venture capital and real estate markets and how they are responding to a new rate-cut cycle and more. Ray DiBernardo, portfolio manager of the XAI Madison Equity Premium Income fund, says that covered-call strategies have become increasingly popular of late, as investors want to goose income while reducing market risk. While investors should use covered calls more as an income-oriented investment, their outperformance during the market downturn in 2022 has many investors also using them to hedge market risk. Plus, Chuck follows up on a suggestion from earlier in the week that the government shutdown should spur everyone to take a financial stress test by answering a listener's question on just how to implement that strategy.

In this episode, we talk a pay homage to Will's mentor by focusing on value and discipline, two things very much out of favor in the market at present. It is easy to see why as in the wake of five consecutive months of market gains, statistically the odds favor further appreciation. Moreover, even though valuations are high, historically valuation has proven a sub-optimal timing tool as it relates to near-term returns. With the Fed now more inclined to look more at weakening employment versus inflation, accommodative monetary policy seems supportive of valuation even at these elevated levels. In terms of what has been working recently, it is a strange combination of the largest technology stocks, which are now involved in myriad deals reminiscent of the late 1990s in terms of vendor financing and capital spending, and speculative retail favorites, many of which have no revenue, much less positive earnings. We still find opportunities and lower valuations among smaller and mid-cap stocks, especially those that are higher quality. However, since 2010, we have seen two very different markets. In the wake of the financials crisis, from August 2010 through August 2010, high quality stocks outperformed low-quality stocks by a factor of almost 3x. However, since that time, low quality stocks are up 140% versus high quality gaining only half that much. Retail investor speculation and the gamification of “investing” are contributing factors.   We also discuss the challenge facing consumers in terms of housing affordability, especially as the lower and middle income cohorts experiencing declining wage growth . To simply return to pre-Covid levels, it would take one of three things, or a combination thereof: Home prices fall 38%. Incomes to rise 60%. Mortgage rates to decline to 2.35%. With the first two seemingly unlikely, can the Fed get there with rate cuts, or is some form of yield curve control required.   We are hoping for a Red October on the baseball diamond but not in the market, but only time will tell. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The stock market is flashing some serious warning signs right now, and if you're not paying attention, you could get blindsided. In this video we walk through the signals that most investors are ignoring, why market concentration risk is a bigger deal than people think, and how OVTLYR's trend template helps you stay one step ahead when bubbles start to form.It all starts with an old lesson from a pig farmer who never lost money in the market. His secret was simple: buy when everyone else is fearful and sell when everyone else is greedy. That timeless principle is at the core of how OVTLYR operates today. Instead of chasing hype, we focus on quality, seasonality, and clear signals that cut through the noise.➡️ Learn why market crashes are normal and how to sidestep them➡️ See why breadth matters when indexes hit all-time highs➡️ Understand the risks of concentration in the “Magnificent Seven” stocks➡️ Discover how to avoid falling for the greater fool theory➡️ Get a simple plan to protect your portfolio with OVTLYR strategiesRight now, indexes like the S&P 500 and Nasdaq are printing new highs, but under the surface, breadth is weak. Only a small group of mega-cap stocks are driving the rally while most stocks lag behind. That kind of divergence has historically been a red flag, and ignoring it can be costly. Add in sky-high valuations, stretched price-to-earnings ratios, and extreme greed readings on sentiment indexes, and you can see why many pros are raising caution.But this video isn't about doom and gloom. It's about preparation. We show how Plan ETF provides a steady approach when individual setups aren't ready. By following a disciplined framework, you can capture gains in trending markets while avoiding the emotional traps that wipe out accounts. The OVTLYR trend template makes it easy: when the 10 EMA is above the 20 and price is above the 50, you're in a bullish trend. When those signals reverse, it's time to get defensive.We also break down why dollar-cost averaging can trick traders into thinking they're lowering risk when in reality they're just tying up capital in underperforming positions. The smarter move is to buy stocks that are “crashing up” with strong momentum and get out of the way when they start crashing down. That's how you trade like a fund manager instead of a normal investor stuck holding through brutal drawdowns.History has shown time and again—from Cisco in 1999 to the Janus Fund in 2000—that ignoring risk during bubbles leads to devastating losses. But with the right tools and mindset, you don't have to repeat those mistakes. This video gives you the insights and strategies to trade with clarity, protect your capital, and stay profitable no matter what the market throws your way.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets.From Nvidia's record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today's AI boom echoes past capital cycles—and why investors may be missing the real risk.In this episode:– Why mega-cap tech is shifting from asset-light to asset-heavy– The historic link between rapid asset growth and underperformance– Why concentration in the “Magnificent Seven” is an overlooked AI risk– Lessons from the dot-com and railroad booms that apply to AI today– How to position across the full AI adoption cycleLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KaiWu #AI #TechStocks #Nvidia #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

ภาพของ Magnificent Seven ทั้ง Nvidia , Microsoft, Apple, Alphabet หรือ Google ที่เรารู้จัก, Amazon, Meta Platforms เจ้าของ Facebook กับ Instagram, และ Tesla ได้กลายเป็นเหมือนสูตรสำเร็จของนักลงทุนทั่วโลก ใครๆ ก็พูดว่าถ้าอยากจะเติบโตไปกับเมกะเทรนด์ AI ก็ต้องมีหุ้นกลุ่มนี้ติดพอร์ตไว้ แต่… เรื่องมันไม่ได้ง่ายแบบนั้นเสมอไปครับ เพราะวันนี้ ดูเหมือนว่า “ความยิ่งใหญ่” ของทั้ง 7 บริษัท เริ่มจะมีรอยร้าวให้เห็น… บทบาทความเป็นพระเอกที่เคยแบกตลาดไว้ทั้งกลุ่ม กำลังจะถูกท้าทาย และถึงเวลาแล้วที่เราอาจจะต้องโยนตำราการลงทุนเล่มเก่าทิ้งไป แล้วถามคำถามสำคัญว่า… ยุคของ Magnificent Seven จบลงแล้วจริงหรือ? และถ้าใช่… ใครกันที่จะขึ้นมาเป็นผู้นำคนต่อไป? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #หุ้นAI #Magnificent7 #Mag7 #วิเคราะห์หุ้น #การลงทุน #หุ้นเทคโนโลยี #หุ้นอเมริกา #ตลาดหุ้นสหรัฐ #Nvidia #Microsoft #Google #Apple #Tesla #Palantir #Broadcom #Oracle #ปัญญาประดิษฐ์ #เทคโนโลยี #เศรษฐกิจ #สาระความรู้ #geekdaily #geekforeverpodcast

In this episode, Scott Becker reviews the performance of the Magnificent Seven stocks so far this year, highlighting Alphabet's lead, Apple's decline, and strong gains from Meta, NVIDIA, and Microsoft.

This week George K and George A switch formats to consider the deeper questions behind recent tech headlines.The hosts dig into the philosophical tensions driving today's biggest tech stories. When does technological dependency become too dangerous to ignore? How do we distinguish between genuine innovation and elaborate pump-and-dump schemes dressed up as progress? What are the real costs when entire economies become intertwined with a handful of companies?They explore whether we're witnessing the early stages of a historic bubble or if we're already past the point of no return. The conversation touches on the ethics of deploying untested technology on vulnerable populations, the normalization of surveillance capitalism, and why regulatory capture might be democracy's biggest threat.Most importantly, they ask the question that should keep every technologist awake at night: Are we building the future we actually want to live in, or are we just building the future that's most profitable for a few?The news examined: Details emerge on the US' TikTok deal with China Things just got worse for Nvidia in China To protect underage users, ChatGPT may ask for ID Meta's smart glasses get smarterMentioned in the discussion: MIT report: The GenAI Divide STATE OF AI IN BUSINESS 2025 Ed Zitron's podcast, Better Offline, and newsletter analysis of “Magnificent Seven” companies Kashmir Hill's detailed reporting on Adam Raine's death and the part played by ChatGPT (Warning: detailed discussion of suicide) Meta's leaked policy on allowing chatbots to engage in “sensual” chats with children

In this episode, Scott Becker reviews the performance of the Magnificent Seven stocks so far this year, highlighting Alphabet's lead, Apple's decline, and strong gains from Meta, NVIDIA, and Microsoft.

Send us a textWelcome to another episode of Yappin N Shxt! In today's episode:   Startup ThroneSmart camera positioned in a toilet that helps monitor users' health.iPhone 17!  iOS26?The Wall Street Journal reports that Pokémon cards are crushing the S&P 500 and even some high-flying tech stocks when it comes to ROI:The trading cards have seen a monthly cumulative return of ~3,821% since 2004, per Card Ladder, which tracks trading card values.The S&P 500 climbed 483% over that period, while Meta has gone up 1,844% since going public in 2012. (But if you had the foresight to buy Nvidia in 1999, which is now also a member of the Magnificent Seven, you'd still be the biggest winner with 443,225% growth.)Yappin N Shxt is a production of Lost Dawgs Media.Listen to us on all of your favorite podcasting apps!Follow us on Instagram: https://www.instagram.com/yappinnshxtpod/

The benchmark US equity indices booked another round of fresh record intra-day and closing highs to open the week - Dow edged +66-points or +0.14% to 46,381.54. Apple Inc rallied +4.31% to be the leading performer in the 30-stock index following reports of strong demand for the iPhone 17 in its first weekend of sales, aided by consumers seeking to replace aging devices. The stock is closing in on a fresh record closing high (after touching their highest intra-day level since December 2024 overnight at US$256.64) and market capitalisation of US$4 trillion. ‘Magnificent Seven' mega-capitalisation technology peer Nvidia Corp rallied +3.93% to a record closing high of US$183.61 after the company said it's going to invest US$100B in OpenAI - the maker of ChatGPT - for the buildout of data centres based around the company's artificial intelligence (AI) chips. The partnership "enables OpenAI to build and deploy at least 10 gigawatts of AI data centres with NVIDIA systems representing millions of GPUs [graphics processing unit] for OpenAI's next-generation AI infrastructure." Nvidia added it "intends to invest up to US$100B in OpenAI progressively as each gigawatt is deployed." However, Amazon.com Inc fell -1.66% as investors assessed the potential fallout from President Trump's shock decision late on Friday (19 September) to raise the H-1B visa application fee to US$100,000. Amazon employs ~14K staff on such visas.

The benchmark US equity indices booked another round of fresh record intra-day and closing highs to open the week - Dow edged +66-points or +0.14% to 46,381.54. Apple Inc rallied +4.31% to be the leading performer in the 30-stock index following reports of strong demand for the iPhone 17 in its first weekend of sales, aided by consumers seeking to replace aging devices. The stock is closing in on a fresh record closing high (after touching their highest intra-day level since December 2024 overnight at US$256.64) and market capitalisation of US$4 trillion. ‘Magnificent Seven' mega-capitalisation technology peer Nvidia Corp rallied +3.93% to a record closing high of US$183.61 after the company said it's going to invest US$100B in OpenAI - the maker of ChatGPT - for the buildout of data centres based around the company's artificial intelligence (AI) chips. The partnership "enables OpenAI to build and deploy at least 10 gigawatts of AI data centres with NVIDIA systems representing millions of GPUs [graphics processing unit] for OpenAI's next-generation AI infrastructure." Nvidia added it "intends to invest up to US$100B in OpenAI progressively as each gigawatt is deployed." However, Amazon.com Inc fell -1.66% as investors assessed the potential fallout from President Trump's shock decision late on Friday (19 September) to raise the H-1B visa application fee to US$100,000. Amazon employs ~14K staff on such visas.

Mehr Halbleiter, mehr Rechenzentren, mehr Leistung, mehr KI, … Eine Handvoll US-Unternehmen, die sogenannten „Magnificent Seven“, beherrscht weite Teile der globalen IT-Infrastruktur. Die Firmen kennen anscheinend nur eine Devise: wachsen. Doch dadurch wachsen auch Energie-, Wasser-, Flächen- und Ressourcenbedarf. Als „Magnificent Seven“ (M7) gelten sieben Tech-Unternehmen aus den USA: Amazon, Alphabet (dazu gehört Google), Apple, Meta (Facebook, Instagram, Whatsapp), Microsoft, Nvidia und außerdem das Firmengeflecht von Elon Musk um Tesla und SpaceX. Diese sieben haben zusammen mittlerweile einen Marktwert von rund 18 Billionen Euro, was dem Bruttoinlandsprodukt der gesamten EU entspricht. Fast jedes der Unternehmen hat in seinem Bereich eine marktbeherrschende Stellung erreicht, kann Preise und Bedingungen diktieren. Die c't-Redakteurinnen Andrea Trinkwalder und Greta Friedrich sowie der c't-Redakteur Hartmut Gieselmann haben recherchiert, wie die M7 auf Menschen, Umwelt und Wirtschaft wirken. Im c't uplink sprechen sie darüber, was der KI-Hype in diesem Kontext bedeutet und welche Initiativen es bereits gibt, sich vom Einfluss der großen Tech-Firmen zu lösen. Mit dabei: Hartmut Gieselmann, Andrea Trinkwalder Moderation: Greta Friedrich Produktion: Ralf Taschke Mehr dazu, wie große Tech-Firmen global wirken und welche Initiativen ihren Einfluss begrenzen wollen, lesen Sie in der c't-Ausgabe 20/2025, auf ct.de sowie in der c't-App für iOS und Android. Die Ausgabe 20/2025 gibt es ab dem 19. September 2025 am Kiosk.

Mehr Halbleiter, mehr Rechenzentren, mehr Leistung, mehr KI, … Eine Handvoll US-Unternehmen, die sogenannten „Magnificent Seven“, beherrscht weite Teile der globalen IT-Infrastruktur. Die Firmen kennen anscheinend nur eine Devise: wachsen. Doch dadurch wachsen auch Energie-, Wasser-, Flächen- und Ressourcenbedarf. Als „Magnificent Seven“ (M7) gelten sieben Tech-Unternehmen aus den USA: Amazon, Alphabet (dazu gehört Google), Apple, Meta (Facebook, Instagram, Whatsapp), Microsoft, Nvidia und außerdem das Firmengeflecht von Elon Musk um Tesla und SpaceX. Diese sieben haben zusammen mittlerweile einen Marktwert von rund 18 Billionen Euro, was dem Bruttoinlandsprodukt der gesamten EU entspricht. Fast jedes der Unternehmen hat in seinem Bereich eine marktbeherrschende Stellung erreicht, kann Preise und Bedingungen diktieren. Die c't-Redakteurinnen Andrea Trinkwalder und Greta Friedrich sowie der c't-Redakteur Hartmut Gieselmann haben recherchiert, wie die M7 auf Menschen, Umwelt und Wirtschaft wirken. Im c't uplink sprechen sie darüber, was der KI-Hype in diesem Kontext bedeutet und welche Initiativen es bereits gibt, sich vom Einfluss der großen Tech-Firmen zu lösen. Mehr dazu, wie große Tech-Firmen global wirken und welche Initiativen ihren Einfluss begrenzen wollen, lesen Sie in der c't-Ausgabe 20/2025, auf ct.de sowie in der c't-App für iOS und Android. Die Ausgabe 20/2025 gibt es ab dem 19. September 2025 am Kiosk.

Mehr Halbleiter, mehr Rechenzentren, mehr Leistung, mehr KI, … Eine Handvoll US-Unternehmen, die sogenannten „Magnificent Seven“, beherrscht weite Teile der globalen IT-Infrastruktur. Die Firmen kennen anscheinend nur eine Devise: wachsen. Doch dadurch wachsen auch Energie-, Wasser-, Flächen- und Ressourcenbedarf. Als „Magnificent Seven“ (M7) gelten sieben Tech-Unternehmen aus den USA: Amazon, Alphabet (dazu gehört Google), Apple, Meta (Facebook, Instagram, Whatsapp), Microsoft, Nvidia und außerdem das Firmengeflecht von Elon Musk um Tesla und SpaceX. Diese sieben haben zusammen mittlerweile einen Marktwert von rund 18 Billionen Euro, was dem Bruttoinlandsprodukt der gesamten EU entspricht. Fast jedes der Unternehmen hat in seinem Bereich eine marktbeherrschende Stellung erreicht, kann Preise und Bedingungen diktieren. Die c't-Redakteurinnen Andrea Trinkwalder und Greta Friedrich sowie der c't-Redakteur Hartmut Gieselmann haben recherchiert, wie die M7 auf Menschen, Umwelt und Wirtschaft wirken. Im c't uplink sprechen sie darüber, was der KI-Hype in diesem Kontext bedeutet und welche Initiativen es bereits gibt, sich vom Einfluss der großen Tech-Firmen zu lösen. Mit dabei: Hartmut Gieselmann, Andrea Trinkwalder Moderation: Greta Friedrich Produktion: Ralf Taschke Mehr dazu, wie große Tech-Firmen global wirken und welche Initiativen ihren Einfluss begrenzen wollen, lesen Sie in der c't-Ausgabe 20/2025, auf ct.de sowie in der c't-App für iOS und Android. Die Ausgabe 20/2025 gibt es ab dem 19. September 2025 am Kiosk.

Welcome back to Not A Bomb! This is the podcast where we explore some of cinema's biggest box office failures and decide whether they deserve a second chance. We are celebrating five years of discussing cinematic flops!Episode 274 of Not a Bomb podcast celebrates The Magnificent Seven (1960), a film that dared to reimagine Kurosawa's Seven Samurai through the lens of the American frontier. John Sturges didn't just swap swords for six-shooters—he preserved the soul of the original while crafting a Western that would eventually earn its place among the genre's greats.Despite its lukewarm reception in the U.S. at first, the film found its footing overseas, especially in Europe, where audiences embraced its rugged charm and ensemble cast. And yes, Charles Bronson's magnetic screen presence gets plenty of love from the hosts—alongside reflections on the film's legacy, themes of honor and sacrifice, and its influence on future Westerns. That's a stellar pick from Wesley—and a bold cinematic journey for Troy and Brad to dive into! The Magnificent Seven is directed by John Sturges and stars Yul Brynner, Eli Wallach, Steven McQueen, Charles Bronson, Robert Vaughn, James Coburn, and Horst Buchholz.To celebrate the last 25 years of film, the Not A Bomb podcast is compiling a Top 25 list from the Not A Bomb community. If you would like to submit your own list, please use this form to enter your 25 choices. For a film to be eligible, it must have been released between January 1, 2020, and December 31, 2025. Those are the only rules. Thank you for being a part of the community! Stay tuned for a special episode revealing the results in December. Head over to Not A Bomb 25 in 25 to fill out the form!Want to help support the show? Head over to the Not A Bomb Tee Public store and check our merchandise. Special thanks to Ted Blair for the amazing designs!We're committed to hearing your feedback and suggestions. If there's a cinematic flop you'd like us to delve into, please reach out to us at NotABombPod@gmail.com or through our contact page. Your reviews and feedback are what drive us. If you enjoy our content, consider leaving a review on Apple Podcast or Spotify.Cast: Brad, Troy

Brad McMillan, chief investment officer at Commonwealth Financial Network, says that while stock market valuations look high, "they're not crazy either," because the companies are making money at levels that justify the higher prices. He says he is leaning towards value — and holding cash while waiting for buying pullbacks — and away from the biggest names, noting that the Magnificent Seven stocks are "where the risk is."  He's not expecting a recession, noting that employment is holding and consumer spending is strong, conditions that normally forestall economic downturns. Todd Rosenbluth, head of research at VettaFi, says the long-awaited rally in small-cap stocks may be in the offing, as he picks a small-cap value fund from VictoryShares as his  "ETF of the Week." Jeffrey DeMaso, editor of The Independent Vanguard Adviser, brings his "buy the manager, not the fund" approach to Vanguard's funds and ETFs, but also talks about the areas of a portfolio where investors will want to go outside of the world's biggest fund company to get real complete a well-diversified portfolio.

This episode of the Trading Justice Podcast explores the market breakout ahead of the Federal Reserve's major catalyst day. The discussion highlights the performance of the “Magnificent Seven” stocks, key expectations for the Fed preview, and broader market dynamics. Special guest Bobby Dragon, a long-time member and respected trader in the Tackle Trading community, makes his first appearance on the podcast to share his insights and trading perspective.

EXCLUSIVE: Is your money safe in today's economy? In this bonus interview, Paula Pant sits down with financial expert Rob Berger to unpack the latest on inflation, interest rates, market valuations, and the future of Social Security. Together, Paula and Rob dive into the tough questions: Is the American Dream dead for Gen Z? Will there be another market crash? How should you invest when stocks feel overpriced? Can you still retire comfortably if Social Security gets cut? Rob also shares his insights on asset allocation, diversification, and long-term investing strategies — advice that matters whether you're in your 20s saving for a first home or in your 60s planning for retirement. Don't miss this conversation between Paula Pant and Rob Berger — a deep dive into money, markets, and the decisions that shape your financial future. Timestamps: (04:19) CPI Numbers, Mortgage Rates, and Market Outlook (05:05) Inflation, Jobs & the Fed's Dilemma (05:46) Stagflation Concerns (06:38) Interest Rate Predictions (07:29) Stock Market Valuations & The Magnificent Seven (09:46) Diversification & Index Fund Concerns (10:53) Rules of Thumb for Asset Allocation (12:07) Bonds: TIPS vs. Nominal Treasuries (13:04) The Future of Social Security (14:41) Retirement Planning for Ages 55–60 (16:59) Should You Invest More Aggressively Near Retirement? (18:52) Gen Z, Millennials & the American Dream (21:08) Action Plan for a 25-Year-Old Buyer (22:45) Predictions for 2026 (and Why Predictions Fail) (25:12) Closing Thoughts & Where to Find Rob Berger Resources mentioned: The Rob Berger Show on YouTube Free Asset Location Cheat-Sheet Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI investment is exploding: the “Magnificent Seven” of Apple, Microsoft, Google, Amazon, Meta, Tesla, and NVIDIA, are ploughing almost 7% of US GDP into AI and data centres. That's the same scale as the US housing boom in 2006, and greater than the dot-com bubble at its peak. Today, just seven firms make up 34% of the S&P 500, the highest concentration in history. Earnings per share in these companies grew 37% last year, compared to just 6% in the rest of the index. But history warns us, RCA in the 1920s, dot-coms in the 1990s, that transformative technologies can change the world while destroying fortunes. The question now: is AI the next revolution, or the next bubble waiting to burst? Hosted on Acast. See acast.com/privacy for more information.

Well we're back folks to start off another amazing season, that's right Jeremy and Malachi think it's time to start season 3. It gets kicked off with a very particular set of demons and some changelings try to disrupt a slice of suburbia. So come sit back and enjoy! Episodes Discussed: S3 E1: The Magnificent Seven S3 E2: The Kids Are Alright Uncensored, Untamed & Unapologetic U^3 Podcast Collective: https://www.facebook.com/groups/545827736965770/?ref=share Tiktok: https://www.tiktok.com/@juggalobastardpodcasts?is_from_webapp=1&sender_device=pc YouTube: https://www.youtube.com/channel/UC8xJ2KnRBKlYvyo8CMR7jMg

On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Irons to the show. Chris started writing about finance back in 2013 under the moniker Quoth the Raven and was a speaker at the 2019 Stansberry Conference. Chris kicks things off by addressing tariffs and shares how nominal prices will continue to rise regardless of what we do. He says the cycle of crashes and money-printing has continued to accelerate and create bigger distortions and drops. And he discusses passive bids that pile into the S&P 500 Index and cause valuations to become stretched. He warns against overexposure to the fund due to potential drawdowns in any of the "Magnificent Seven" that could take the index down with them. (0:00) Next, Chris states that the market has gone "all in" on options instead of equities, creating a state of leveraged gambling. And he predicts that things have changed so much that despite the beliefs that there will continue to be government bailouts or other solutions, this cannot continue. Something will break eventually. However, it's not all doom and gloom. Chris says you just have to find where there's good value. (24:06) Finally, Chris shares advice on how to hedge any large market crashes based on his own strategies. He also cautions against buying into assets in blind hope of reaching a bottom. If a company is burning money without generating any cash, there won't be a bottom to bounce off of. (42:19)

David Giroux, chief investment officer at T. Rowe Price — named Morningstar's Outstanding Portfolio Manager for 2025 for his work at T. Rowe Price Capital Appreciation — says his allocation fund is holding near its highest levels ever of bonds, specifically intermediate fixed-income, largely because he thinks stocks are overvalued and real growth will remain hard to find. Giroux — who has beaten the average peer in his Morningstar asset class for 17 consecutive years, the longest streak in the entire fund industry — has long disdained investing in foreign stocks and says the rally that 2025 has produced overseas is an anomaly and that no one "should ever feel a need to own an inferior index just for diversification purposes." In the wide-ranging interview, Giroux says that the Magnificent Seven stocks have actually been the Mag 6, plus Tesla, saying that the car maker has no business being in the portfolio of leading securities. David Trainer, president of New Constructs, put Klarna in The Danger Zone in April, when the buy-now, pay-later financial firm was attempting to go public but put off the process in the face of the market's drop after "Liberation Day." Now the company is back attempting an initial public offering, and that brings them back under Trainer's scrutiny again, before they ever get launched as a stock. Natalia Brown, chief consumer affairs and creditor relations officer for National Debt Relief, discusses the firm's survey showing that six in 10 American parents are going into debt for their children. She talks about what parents are foregoing for their own lives to help the kids, and what they are paying for that puts them into debt.

On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Irons to the show. Chris started writing about finance back in 2013 under the moniker Quoth the Raven and was a speaker at the 2019 Stansberry Conference. Chris kicks things off by addressing tariffs and shares how nominal prices will continue to rise regardless of what we do. He says the cycle of crashes and money-printing has continued to accelerate and create bigger distortions and drops. And he discusses passive bids that pile into the S&P 500 Index and cause valuations to become stretched. He warns against overexposure to the fund due to potential drawdowns in any of the "Magnificent Seven" that could take the index down with them. (0:00) Next, Chris states that the market has gone "all in" on options instead of equities, creating a state of leveraged gambling. And he predicts that things have changed so much that despite the beliefs that there will continue to be government bailouts or other solutions, this cannot continue. Something will break eventually. However, it's not all doom and gloom. Chris says you just have to find where there's good value. (24:06) Finally, Chris shares advice on how to hedge any large market crashes based on his own strategies. He also cautions against buying into assets in blind hope of reaching a bottom. If a company is burning money without generating any cash, there won't be a bottom to bounce off of. (42:19)

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world's most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar's YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.On this episode: Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven's earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally? Do you think investors' expectations for these mega-cap names are unreasonably high? Why or why not? Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn't sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?  Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar's outlook?  How should buy-and-hold investors think about investing in artificial intelligence? What are the most undervalued AI stocks right now? What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?  How is AI transforming Morningstar?  Read about topics from this episode.  Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.5 Stocks to Buy Before Their Big Discounts DisappearMarvell Earnings: Buy the Dip and Focus on the FundamentalsNvidia Earnings: No Signs of a Slowdown in Demand for AI ChipsThese Are the Best Mag Seven Stocks to Consider for AI InvestingThe Best AI Stocks to Buy NowInvestors First: Evolving Expectations and Expanding Access What to watch from Morningstar. Do Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? Read what our team is writing.David SekeraKunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Explore how tariffs, tech volatility, and shifting job trends are reshaping financial plans. Jake and Cory break down the Magnificent Seven's momentum loss, Cracker Barrel's branding reversal, and Meta's AR leap—plus what it could mean for your money. --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #finance #investing #retirementplanning #tariffs #techstocks #magnificentseven #crackerbarrel #metaglasses #jobmarket #economictrends

Apple wil voor eens en altijd afrekenen met die zorg dat het te laat was met AI, dus krijgt chatbot Siri binnenkort een serieuze make-over. Want laten we eerlijk zijn: Siri is voor een chatbot inmiddels al flink bejaard. Apple gaat daarom de AI-strijd aan met de makers van ChatGPT. Zelf redden ze die AI-wedloop niet, geven ze nu wel met zoveel woorden toe. Daarom roept het bedrijf hulp in uit onverwachte hoek: Google. Het zoekbedrijf van Alphabet gaat de onderliggende technologie leveren. Of het ook genoeg is voor Apple om weer een beetje op kop te komen in die AI-race, bespreken we deze aflevering. We hebben het ook over president Donald Trump, het zal eens niet. Die heeft een moeilijke week, nu twee rechters zeggen dat zijn importheffingen illegaal zijn. De oranje president tekent hoger beroep aan. Maar als de hoogste Amerikaanse rechter dat ook gaat vinden, dan kunnen de handelsdeals die hij sloot met allerlei delen van de wereld, ook Europa, mogelijk de prullenbak in. En dat zou desastreus zijn, aldus Trump zelf. Verder hoor je nog waarom de Chinese overheid zich zorgen maakt over gigantische koersstijgingen op de beurzen in dat land en we praten je bij over nieuwe regels aan de Nasdaq dat een klassieke vorm van oplichting, de pump and dump, aan banden moet leggen. Tot slot bespreken we de volgende dolle koerssprong van American Eagle. Want iedereen had er een mening over: die reclame met actrice Sydney Sweeney. De (inter)nationale rel heeft het bedrijf geen windeieren gelegd. Na een moeizaam jaar trok de omzet opeens aan. En hoe.See omnystudio.com/listener for privacy information.

Morgan White Jr. filled in on NightSide:No, not the 1960 classic Western film starring Yul Brynner and Steve McQueen, but rather the magnificent seven WBZ Radio talk hosts from the 1960s and up! Morgan and Media Historian Donna Halper chatted about seven of WBZ's greatest, such as Larry Glick, Dave Maynard, and David Brudnoy.

Morgan White Jr. filled in on NightSide:No, not the 1960 classic Western film starring Yul Brynner and Steve McQueen, but rather the magnificent seven WBZ Radio talk hosts from the 1960s and up! Morgan and Media Historian Donna Halper chatted about seven of WBZ's greatest, such as Larry Glick, Dave Maynard, and David Brudnoy.

September 2, 2025 | Season 7 | Episode 32September has historically been Wall Street's most challenging month, with the S&P 500 declining 56% of the time by an average of 1.17% since 1927. As we navigate this traditionally difficult period, several key events could significantly impact market performance – most notably the Federal Reserve's September 17th meeting, where there's currently a 90% probability of a 25 basis point rate cut.The upcoming August jobs report (September 5th) will be closely watched as a barometer of economic health and a potential influence on Fed policy. With expectations set at just 92,000 jobs added – better than July's disappointing 73,000 but still reflecting sluggish growth – the market's reaction may be tempered if these low expectations are already priced in. Similarly, producer and consumer inflation data (September 10-11) will provide critical insight into whether inflation pressures are easing enough to justify rate cuts.Looking beneath surface-level valuations reveals an interesting market dynamic: while the S&P 500 trades at a seemingly expensive 22-23 times forward earnings, this is heavily skewed by the "Magnificent Seven" tech stocks trading at 29 times earnings. An equal-weighted version of the S&P 500 trades at just 17.2 times earnings – roughly in line with historical norms. This suggests potential opportunities beyond the largest tech companies that have dominated performance.For individual investors, it's worth considering what you're up against when making short-term trades. Institutional players like Citadel Securities – which handles 25% of all US equity trades and 35% of retail flows – employ 260 PhDs analyzing over 100 terabytes of data (more than the entire Library of Congress). The alternative data market, where firms collect information on everything from truck movements to store foot traffic, represents a $3.3 billion annual investment by hedge funds seeking an edge that individual investors simply cannot match.As we approach year-end, significant changes to charitable giving tax rules should factor into your planning. Those who don't itemize might benefit from waiting until 2026 when new deductions become available, while itemizers may want to accelerate donations into 2025 before new limitations take effect. For the most tax-efficient giving, consider donating appreciated securities directly to charities – potentially saving thousands compared to selling assets and donating cash.What's your strategy for navigating September's historical challenges? Are you preparing for potential buying opportunities if markets weaken, or taking a defensive stance until the traditionally stronger November-December period?** 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über die Dominanz der „Magnificent Seven“, neue KI-Fantasie bei Alibaba und einen sagenhaften S-Bahn-Deal. Außerdem geht es um Caterpillar, Kraft Heinz, Siemens, Stadler, Alstom, Banco Bradesco, BTG Pactual, NetEase, Prosus, Tencent, Just Eat Takeaway, Chroma Ate, China Pacific Insurance, Bilibili, Yanzijiang Shipbuilding. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.

Much of the movement of the S&P 500 stock index is driven by just seven stocks. Known as the “Magnificent Seven,” they comprise Nvidia, Apple, Microsoft, Amazon, Meta, Alphabet, and Tesla, and are valued at around $20 trillion. Is this a bubble ready to burst? An overvaluation? Or something else entirely? But before we get to that story, we'll learn more about the first court hearing in a case that tests the Federal Reserve's independence.

Much of the movement of the S&P 500 stock index is driven by just seven stocks. Known as the “Magnificent Seven,” they comprise Nvidia, Apple, Microsoft, Amazon, Meta, Alphabet, and Tesla, and are valued at around $20 trillion. Is this a bubble ready to burst? An overvaluation? Or something else entirely? But before we get to that story, we'll learn more about the first court hearing in a case that tests the Federal Reserve's independence.

For years, the financial markets have danced to the tune of a select few U.S. mega-cap technology giants, often dubbed the "Magnificent Seven." However, a significant rebalancing act is now underway, with an anticipated broadening of market leadership that promises to reshape investment landscapes. This pivotal shift is redirecting focus towards long-overlooked value stocks and small-cap companies, underscoring a critical lesson for investors: the enduring importance of diversification.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:06 Sponsor: Tangem00:27 Degen Portfolio part300:49 Small-Cap Stocks Pumping02:18 Low Cap Altcoins02:43 Solana $SOL04:31 Polygon $POL06:00 Optimism $OP06:46 Flow $FLOW07:54 Pudgy Penguins $PENGU08:54 Mythical Games $MYTH09:31 $MAMO & $VIRTUAL A.I Agent Vaults12:41 $ZARD & $DPIN14:10 Gaming Season Coming14:44 Speed Ink $SPEED15:41 Market Structure Bill Coming16:22 Portfolio Update18:30 outro#Crypto #Ethereum #Solana~Low Cap Gems

Is your retirement portfolio riding too heavily on the “Magnificent Seven”? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down the risks of overconcentration in today’s tech-heavy market and explains how to rebalance for long-term retirement success. From Morningstar risk assessments to rules-based investing with Market Guard, Brandon shares how to spot hidden vulnerabilities and build a more resilient, diversified plan—without sacrificing growth. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

A.M. Edition for Aug 25. The prospect of September interest rate cuts gave markets a boost late last week, but as the tech slide continues, WSJ finance editor Alex Frangos explains why investors are being more cautious of the Magnificent Seven. Plus, Eric Trump tells WSJ's Vicky Ge Huang that the decision by some banks to close family business accounts after the Jan. 6 riot at the U.S. Capitol drove him to explore cryptocurrencies. And, Keurig Dr Pepper strikes an $18 billion deal to buy coffee company JDE Peet's. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

“The Magnificent Seven have been dragging the stock market higher, but underneath the hood a lot of stocks are struggling,” says Chris Vermeulen, founder and CIO of TheTechnicalTraders.com. “They're putting in major tops or hitting resistance levels. I do think we could see a huge collapse at any point. We just need some tipping point, some piece of data that could turn the tide.”Looking at patterns from past years, Vermeulen warns: “If the market does roll over here, we can see a very simple repeat where the market drops back to the April lows. That's a good 20 plus percent haircut in price.”Meanwhile, he sees a rare opportunity in gold: “Gold is screaming—it's like something is about to break. Charts point to a 20-plus percent move.”✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

CONTENT WARNING: Discussion of brownface. If this movie is the rebirth of the Western, it'd be hard to tell because it's a real mess. It's a classic, and it absolutely makes sense why, but it's also a total mess of a film. No one knows what movie they're supposed to be in, the script is missing a ton of connective tissue, and Steve McQueen has the audacity to be bad at acting and an insufferable tool. Still, Yul Brynner and Charles Bronson are total badasses, and this Western via samurai flick manages to be a little entertaining. But really, just go watch Seven Samurai instead. Round up the gunfighters as we watch The Magnificent Seven 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 the theme to the film The Magnificent Seven, written and composed by Elmer Bernstein. Copyright 1960 Metro-Goldwyn-Mayers Studios Inc. All Rights Reserved. Excerpt taken from "Man With A Harmonica" from the film Once Upon a Time in the West, written and composed by Ennio Morricone. Copyright 1968 Rafran - San Marco Production.

Financial journalist Allan Sloan, a seven-time winner of business journalism's highest honor, the Loeb Award, says in his latest piece for Barron's that no investment strategy works forever, and that time is now up on the Magnificent Seven stocks. Sloan notes that during the first seven months of 2025, NVidia and Microsoft accounted for more than half of the gain of the entire Standard & Poor's return, but that Apple "was totally rotten and knocked 18 percent off the S&P's return." His point is that most of the seven stocks that have been driving the market for the last few years "are now hitting below their weight," and the top stocks are now losing ground as a group to the index/market itself. Todd Rosenbluth, head of research at VettaFi, makes a high-income fund that invests in options on bitcoin -- and that yields a whopping 27 percent -- his ETF of the Week. The fund is relatively new and just topped $500 million in assets, and Rosenbluth says it can be an allocation choice for investors who might otherwise avoid cryptocurrency because they want investments that produce income. In the Market Call, Cole Smead, portfolio manager at Smead Capital Management, talks about the firm's approach to value investing and what is standing out during a period where he says market leadership is going through a rotation.

In today's episode, Wall Street veteran and crypto M&A expert Elliot Chun lays out a bold thesis: the Crypto Core, a group of emerging, publicly traded crypto-native companies, could outperform the Magnificent Seven over the next 10 years.~~~~~

In this week's episode of Investing Simplified, hosts Matt Sudol and Matt Mai explore the complexities of financial planning for both individuals and businesses. The episode also delves into current market trends, noting the S&P 500's all-time highs and the significant capital expenditure by major companies like those in the "Magnificent Seven" group. The Matts discuss how tariffs and government regulations are influencing these companies and the overall market. The conversation highlights the potential volatility and risks involved with high market enthusiasm, particularly in light of technological advancements such as AI.Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

The markets are at a crossroads, will stocks power to new highs or face a painful bear market? In this in-depth and chart-filled interview, Chris Vermeulen of The Technical Traders tells James Connor why we're at a critical tipping point, with technical signals flashing both opportunity and risk. Chris breaks down his outlook for the S&P 500, NASDAQ, gold, silver, the U.S. dollar, Bitcoin, oil, interest rates, and major financial stocks, and explains why the Magnificent Seven are masking underlying market weakness. He warns that the combination of strong gold prices and rising yields could be signaling dangerous economic trouble ahead. Key Topics: - Is this the next 2007-style top? - Magnificent Seven vs. the rest of the market - Why Chris is avoiding FOMO and waiting for confirmation - Gold, silver, and top miners (Newmont, Agnico) - Why Bitcoin could spike to $136K - U.S. dollar bottoming, 10-year yield warning - Bearish outlook for oil - Risks facing retirees and long-term investors

Our next film should, by all rights, be one of the greatest all-time Westerns even made. Instead, it's a mealy-mouthed, boring, limp noodle of a movie that's stuck trying too hard to be a Big Deal instead of being the allegory for McCarthyism it was written to be. Fred Zinneman has shots for days, but he can't get convincing performances from his actors, and nobody in the cast can convincingly portray the real tension of this movie. Sure, it makes sense why this resonates today. But overall it's a real slog to sit through. Watch the clocks as we watch 1952's High Noon 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 "The Ballad of High Noon" from the film High Noon, written by Ned Washington, composed by Dimitri Tiomkin, and performed by Tex Ritter. Trademark and Copyright 2007 by Paramount Pictures. All Rights Reserved. Excerpt taken from the theme to the film The Magnificent Seven, written and composed by Elmer Bernstein. Copyright 1960 Metro-Goldwyn-Mayers Studios Inc. All Rights Reserved.

Amanda Agati, chief investment officer at PNC Asset Management Group, says that with the purple haze of fiscal policy uncertainty and tariffs having lifted, the "pace of natural advancement" doesn't have a lot of room left in 2025, but after a slower grind into the end of the year, she thinks that 2026 "is shaping up to be an acceleration type of a year."  She expects broader stock market participation to help with that, though she says that breadth will extend to the 493 stocks that are in the Standard & Poor's 500 but not the Magnificent Seven, rather than to small caps. Agati also said that the international rally thus far this year is likely to slow significantly.  David Trainer of New Constructs put "unattractive asset managers" in the Danger Zone this week, and singled out Virtus Investment Partners as a prime example, saying it wasn't just that the money manager has a suite of mostly unattractive funds, but that its results as a stock could get ugly too. Ted Rossman, senior industry analyst at BankRate.com discusses the site's back-to-school shopping survey, which surprisingly showed that fewer Americans are saying that school shopping is putting pressure on their finances this year. One reason why is that shoppers say they have changed some of the ways they shop in response to higher inflation.  Plus, in the intro segment, Chuck discusses his experience with a warranty program — something he normally disdains and avoids — that started out looking ugly, but wound up with a happy ending.

Join Gabriel Shahin, President of Falcon Wealth Planning, and financial expert Michael Jensen as they dive into the Falcon Flyover for June 2025. In this episode, they discuss market volatility, the recent recovery in stocks, the weakening U.S. dollar, and its impact on international markets. They also analyze key trends with the S&P 500's “Magnificent Seven,” address the implications of the Federal Reserve's policies, and explore alternative investments to build a diversified, balanced portfolio. 

Is gold about to make its next major move? In this August edition of the monthly Precious Metals Projection, Craig Hemke of Sprott Money speaks with Chris Vermeulen about the critical turning point in markets. With stocks showing signs of weakness and gold nearing a technical breakout, Chris breaks down the charts, seasonality, and sentiment driving gold prices and silver prices. Topics include the deceptive strength in the S&P 500, the power of the Magnificent Seven stocks, and how miners like GDX and SILJ are signaling a move in gold price. Chris shares how similar this setup is to 2007, and what could be ahead for the price of gold and silver. If you're looking to buy gold or buy silver, this episode is packed with timely insight into the gold price and silver price trends that matter most now.

Bonus Episode for Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street's Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal's new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors' lofty expectations is becoming more of a challenge. Markets AM writer Spencer Jakab hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Sign up for the WSJ's free WSJ AI & Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus Episode for Aug. 5. Six of the so-called Magnificent Seven companies have reported quarterly earnings, with only Nvidia, the most-valuable of them all, yet to release its results. Heard on the Street's Asa Fitch talks about how much better it can get for the stocks harnessing AI-mania to propel the stock market. Asa, who also writes the Journal's new AI newsletter, says that the hyperscalers show no sign of slowing their furious pace of capital investment in infrastructure, but he cautions that continuing to top investors' lofty expectations is becoming more of a challenge. Markets AM writer Spencer Jakab hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter.Sign up for the WSJ's free WSJ AI & Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

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