Podcasts about Magnificent Seven

How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Terwijl Nederland wachtte op de exitpolls, zat de échte spanning vandaag op de beursvloer. Beleggers stuwden één bedrijf naar een recordwaarde: Nvidia. De chipmaker tikte als eerste in de geschiedenis een beurswaarde van 5000 miljard dollar aan. Wat kun je eigenlijk met dat bedrag? Rens en Jochem rekenden het uit. Spoiler: je kan de aarde rond met een treintje van de nieuwste Ferrari Testarossa Spiders. Het record van Nvidia komt trouwens niet uit de lucht vallen. De chipgigant profiteert van een spervuur aan deals: van samenwerkingen met Nokia tot een partnership met farmareus Eli Lilly. Zelfs Donald Trump mengde zich in het feestgedruis. Hij is trots dat Nvidia’s snelste chips nu in Arizona gemaakt gaan worden in plaats van in Taiwan. De vraag is natuurlijk wel: hoe lang kan dit groeiverhaal nog doorgaan? Op het Damrak was een glansrol weggelegd voor Adyen. Het betaalbedrijf steeg met 5 procent na sterke kwartaalcijfers. De omzet groeide met 20 procent naar bijna 600 miljoen euro, en door de systemen van Adyen stroomde in drie maanden tijd 350 miljard euro. Bedenk je even: per jaar gaat er meer door de systemen van Adyen dan door de Nederlandse economie. Vooral het onderdeel Unified Commerce, dat online en fysieke betalingen samenbrengt, maakte indruk met 32 procent groei. Ook ASM kwam met cijfers. De chipmachinefabrikant zag het aantal orders uit China dalen, maar hield de vooruitzichten positief. De top van het bedrijf verwacht de komende jaren stevige groei dankzij de vraag naar AI- en geheugenchips. Maar daar moet je wel even op wachten. Pas op de lange termijn belooft ASM cadeautjes voor beleggers: een verdubbeling van omzet en kasstroom richting 2030. En alsof dat nog niet genoeg was, dook er ook een nieuwe uitdager op voor ASML én TSMC: de Amerikaanse start-up Substrate, gesteund door investeerder Peter Thiel. Het bedrijf zegt een compleet nieuwe manier te hebben ontwikkeld om chips te maken. Beter, sneller en goedkoper. Of dat echt zo is, of dat de bollebozen bij ASML hun schouders ophalen, blijft nog even de vraag. Maar de techstrijd is nog lang niet gestreden.See omnystudio.com/listener for privacy information.

Terwijl Nederland wachtte op de exitpolls, zat de échte spanning vandaag op de beursvloer. Beleggers stuwden één bedrijf naar een recordwaarde: Nvidia. De chipmaker tikte als eerste in de geschiedenis een beurswaarde van 5000 miljard dollar aan. Wat kun je eigenlijk met dat bedrag? Rens en Jochem rekenden het uit. Spoiler: je kan de aarde rond met een treintje van de nieuwste Ferrari Testarossa Spiders. Het record van Nvidia komt trouwens niet uit de lucht vallen. De chipgigant profiteert van een spervuur aan deals: van samenwerkingen met Nokia tot een partnership met farmareus Eli Lilly. Zelfs Donald Trump mengde zich in het feestgedruis. Hij is trots dat Nvidia’s snelste chips nu in Arizona gemaakt gaan worden in plaats van in Taiwan. De vraag is natuurlijk wel: hoe lang kan dit groeiverhaal nog doorgaan? Op het Damrak was een glansrol weggelegd voor Adyen. Het betaalbedrijf steeg met 5 procent na sterke kwartaalcijfers. De omzet groeide met 20 procent naar bijna 600 miljoen euro, en door de systemen van Adyen stroomde in drie maanden tijd 350 miljard euro. Bedenk je even: per jaar gaat er meer door de systemen van Adyen dan door de Nederlandse economie. Vooral het onderdeel Unified Commerce, dat online en fysieke betalingen samenbrengt, maakte indruk met 32 procent groei. Ook ASM kwam met cijfers. De chipmachinefabrikant zag het aantal orders uit China dalen, maar hield de vooruitzichten positief. De top van het bedrijf verwacht de komende jaren stevige groei dankzij de vraag naar AI- en geheugenchips. Maar daar moet je wel even op wachten. Pas op de lange termijn belooft ASM cadeautjes voor beleggers: een verdubbeling van omzet en kasstroom richting 2030. En alsof dat nog niet genoeg was, dook er ook een nieuwe uitdager op voor ASML én TSMC: de Amerikaanse start-up Substrate, gesteund door investeerder Peter Thiel. Het bedrijf zegt een compleet nieuwe manier te hebben ontwikkeld om chips te maken. Beter, sneller en goedkoper. Of dat echt zo is, of dat de bollebozen bij ASML hun schouders ophalen, blijft nog even de vraag. Maar de techstrijd is nog lang niet gestreden.See omnystudio.com/listener for privacy information.

The stock market is surging again, led by a handful of tech giants betting big on artificial intelligence. But is this genuine growth or déjà vu from the dot-com era? USA TODAY personal finance reporter Daniel de Visé joins host Dana Taylor to examine what's driving record highs on Wall Street, why the “Magnificent Seven” stocks wield so much influence, and what warning signs analysts are watching. From inflated valuations to money-market hedges, this episode unpacks whether AI optimism is fueling the next great bubble and how everyday investors can prepare.Have feedback on the show? Please send us an email at podcasts@usatoday.com. Episode transcript available here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As markets surge on the backs of the Magnificent Seven, are investors missing what's happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today's most-hyped tech names. Andrew explains how today's … Read More Read More

Wall Street's hopes the US and China are nearing a trade deal lifted riskier assets, with stocks hitting all-time highs amid a rally in crypto. As demand for safety waned, gold fell alongside short-term bonds. The S&P 500 climbed 1.2% as Chinese and US trade negotiators have lined up an array of diplomatic wins for Donald Trump and Xi Jinping to unveil at a summit this week. With further Federal Reserve interest-rate cuts on the way, the profit outlook is looking increasingly brighter. For more perspective, we spoke to George Efstathopoulos, Multi Asset Portfolio Manager at Fidelity International.Plus - Earnings reports this week from five of the so-called "Magnificent Seven" companies will center around artificial-intelligence investment plans as the battle to scale capabilities intensifies. Also, investors look to the Federal Reserve meeting this week for clues on the path of rate cuts. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo.See omnystudio.com/listener for privacy information.

In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.

In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.

The ASX200 nudged up 0.4 % on Monday, keeping the market within striking distance of last week’s record. Financials powered the rise, with three of the big four banks near all‑time highs and energy and tech also in the green. Gold fell 1.3 % after a sharp profit‑taking rally, dragging miners down. Looking ahead, US‑China trade talks, the “Magnificent Seven” earnings and a key CPI release will drive sentiment, while markets price a 60 % chance of an RBA cut before the Melbourne Cup. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Op maandag blikken we in De 7 altijd vooruit naar de week die komt, met een gast. En vanochtend is dat Jeroen Lemaire, CEO van techbedrijf In the Pocket. Premier De Wever zoekt ook deze week verder naar een akkoord over de begroting. De druk verhoogt. Gaat het deze keer wél lukken? We krijgen ook een emmer vol kwartaalresultaten. Vijf van de Magnificent Seven en drie uit de Bel20. Naar welke kijkt Jeroen Lemaire het meeste uit? Verder blikken we vooruit op de verkiezingen in Nederland, nieuwe rentebesluiten in Amerika én Europa, de reis van Donald Trump door Azië en een technologieconferentie in Gent. Presentatie: Roan Van EyckProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

A busy week ahead: the Fed's rate decision, AI-focused earnings from the Magnificent Seven, and a government shutdown weighing on economic data. Investors brace for volatility.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

We blikken vooruit op de rentebesluiten van zowel de FED als de ECB en richten ons vizier op de kwartaalresultaten van de Magnificent Seven en twee absolute toppers uit de BEL20. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Singapore shares inched higher today, tracking advances seen in the region. The Straits Times Index was up 0.59% at 4,448.32 points at 1.07pm Singapore time, with a value turnover of S$677.25M seen in the broader market. In terms of companies to watch, we have ASL Marine, after the shipbuilder said it was working closely with the authorities regarding a fire at its Batam facility on Oct 15. Elsewhere, from how Asian markets surged on a breakthrough in US-China trade talks, with Japan and South Korea breaching key levels, to how Toyota saw worldwide production increase by more than 10 per cent in September, more international and corporate headlines in focus. Also on deck, a look ahead to corporate reports out of Singapore and the US this week. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Governor Waller calls it a “new era” for payments, but what does that really mean for crypto, markets, and the so-called “Wild West” of digital assets? Scott Bauer from Prosper Trading joins host Jeff Praissman to break down the Fed's surprising tone shift, earnings season trends, and whether the Magnificent Seven can keep driving the market.

Anthony Ginsberg, CEO of GinsGlobal Index Fund, recently spoke with Steve Darling from Proactive to discuss recent updates to the firm's Tech Megatrend ETF, a globally diversified fund designed to capture growth across the world's most transformative technology themes. Ginsberg explained that the ETF maintains a global benchmark with just over 50% exposure to the U.S. and nearly 20% to Asia, including China and Japan. The fund spans ten key technology subthemes such as cybersecurity, cloud computing, artificial intelligence, and blockchain, providing investors with broad access to multiple innovation-driven sectors. In a significant enhancement, the ETF has now added quantum computing and defense technology to its portfolio. “Quantum is really changing the speed of innovation across industries—from financial services and pharmaceuticals to R&D—helping companies find faster, smarter, and more cost-effective solutions,” Ginsberg said. The fund now includes five quantum-focused companies, each with a minimum market cap of $200 million. The addition of defense technology reflects a growing trend among governments to allocate more of their defense budgets toward cybersecurity and digital defense infrastructure. Ginsberg noted that 1.5% of NATO countries' defense GDP is now being directed toward defense technology initiatives, underscoring the increasing convergence of tech innovation and national security. When discussing performance, Ginsberg pointed to blockchain as the ETF's top performer in 2025 so far, posting gains exceeding 50%, followed by cybersecurity and digital entertainment, each returning around 25–30%. He also highlighted the ETF's diversified structure, distinguishing it from typical U.S.-centric tech funds. “We only have about a 6% weighting in the ‘Magnificent Seven,'” Ginsberg noted, emphasizing the ETF's broader exposure across emerging innovators and lower concentration risk within its top holdings. With these updates, GinsGlobal's Tech Megatrend ETF continues to position itself at the forefront of the global technology evolution, offering investors access to high-growth sectors driving the next wave of digital transformation. #TechMegatrendETF, #AnthonyGinsberg, #FourthIndustrialRevolution, #AI, #Cybersecurity, #CloudComputing, #SocialMedia, #FutureCars, #Robotics, #InterestRateCuts, #Diversification, #GlobalHoldings, #Nasdaq,

Big report today on Netflix and whether it still belongs among the Magnificent Seven. Plus, Apple hits a record high on iPhone 17 hype. And later, AWS is back online after a costly outage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An der Wall Street herrscht am Dienstag zunächst Zurückhaltung: Die Futures auf Dow Jones, S&P 500 und Nasdaq bewegen sich kaum, nachdem am Vortag eine Rally die Kurse kräftig angetrieben hatte. Hintergrund ist eine starke Berichtssaison – allen voran General Motors mit einem überraschend deutlichen Gewinnplus, angehobenem Jahresausblick und geringeren Belastungen durch Trumps Zölle. Auch Coca-Cola und 3M überzeugten mit besseren Ergebnissen. Die Anleger blicken nun auf Tech-Schwergewichte wie Netflix und Tesla, deren Zahlen in den kommenden Tagen erwartet werden. Insgesamt haben bereits mehr als drei Viertel der S&P 500-Unternehmen die Erwartungen übertroffen, vor allem dank der anhaltenden KI-Dynamik bei den „Magnificent Seven“. Zusätzlich stützt die Hoffnung auf eine weitere Zinssenkung der US-Notenbank Ende Oktober die Stimmung, während die Märkte auf neue Inflationsdaten und mögliche Fortschritte im Handelsstreit zwischen den USA und China warten. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

The “Magnificent Seven” once defined the AI boom, powering Wall Street’s rally and shaping investor sentiment. But as the tech landscape evolves, some of these giants are losing their shine. So, is it time to move beyond the Mag Seven, and who could lead the next phase of the AI trade? On Wealth Tracker, Hongbin Jeong speaks to Helena Wang, Research Analyst at Phillip Securities Research, to find out more. See omnystudio.com/listener for privacy information.

Don and Tom tackle a mix of market mania and listener questions, skewering speculative fads like meme stocks, SPACs, private credit ETFs, and covered-call funds. Don opens with a scam text story before the duo dive into the absurdity of “get-rich” products during a record-breaking market. They stress discipline, diversification, and turning off CNBC — repeatedly. Listener questions include Roth conversions in high tax brackets and funding a home purchase without wrecking retirement plans. The show ends on a hilarious tangent about listeners wearing backpack banners to promote Talking Real Money. 0:04 Scam text from Colorado and the hazards of living alone in a studio 1:09 Market highs and the illusion of perfect timing 2:35 Stock concentration, meme stock mania, and the “Magnificent Seven” dominance 3:34 Listener call: investing in a soccer team partnership promising 15–30% returns 5:12 Why “too good to be true” often is — scams and speculative traps 6:09 Covered-call ETFs (JEPI, GPIQ) explained and debunked 9:39 New private credit ETF (PCR): high fees, low transparency, huge risk 12:49 CNBC hype vs. reality — why turning off financial TV is sound advice 16:21 Listener question: Roth conversions and tax traps in the 30% bracket 19:26 Another listener: funding a new home without derailing retirement 21:47 Don's rant on overpricing homes — “every house sells at the right price” 23:24 Real estate emotion vs. math — the price always tells the truth 24:31 Episode wrap-up: humor, gratitude, and an absurd “wearable banner” promo idea Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.

This week's show delved into both current financial market updates and timely tax strategies for 2025. Matt Sudol and Matt Mai highlighted the notable volatility in the market, driven by government shutdowns, Federal Reserve rate considerations, and the outsized influence of the “Magnificent Seven”—the biggest tech-focused companies within the S&P 500. They compared recent returns from these major players to broader market performance and emphasized why diversification is crucial, especially as international markets and bonds begin to recover. The conversation also touched on planning around new tax rules, including expanded state and local tax deductions and bonus senior deductions, urging listeners to review their financial plans before year-end to maximize tax benefits.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

Pour la MASTERCLASS "FinTech les fondamentaux", c'est ici : http://bit.ly/3KFu9ocDans cet épisode, je reçois Yves Choueifaty, fondateur de Tobam, pionnier mondial du Smart Beta et inventeur du ratio de diversification, désormais enseigné au CFA.Yves raconte comment, après avoir quitté le Crédit Lyonnais, il s'est lancé dans une quête mathématique : mesurer la diversification - ce concept central mais jamais formalisé dans la gestion d'actifs.De cette découverte est née l'approche "anti-benchmark", qui cherche non pas à copier les indices, mais à maximiser la diversification réelle.Il explique pourquoi le benchmark est lui-même un portefeuille de paris et comment la concentration extrême des marchés (notamment autour des "Magnificent Seven") fausse aujourd'hui la formation des prix.Yves partage aussi une vision critique de la gestion institutionnelle, qu'il juge "en voie de barbelisation" : d'un côté, la passivité croissante des fonds ; de l'autre, les hedge funds devenus les principaux artisans du price discovery.Résultat : la formation des prix se dégrade, et avec elle, l'efficacité même du capitalisme.Enfin, il aborde sa lecture du Bitcoin et de la finance décentralisée (DeFi) :Un échange parfois provocant, qui relie mathématiques, philosophie et confiance économique, et redonne sens à la mission première de la gestion d'actifs : diversifier, éclairer, et servir la formation des prix.***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.I'm excited to share this episode with you—it's reposted here with permission and blessing from both Matt and Jack. Don't miss it! And follow their work, links below.https://excessreturnspod.com/https://cultishcreative.com/ — everyting Matt Zeigler.In a world that moves tick by tick and quarter by quarter, The 100-Year Thinkers zooms out to explore what it really means to invest with patience, discipline, and perspective. In this premiere episode, join Matt Zeigler, Bogumil Baranowski, Chris Mayer, and Robert Hagstrom as they discuss market concentration, the dominance of mega-cap stocks, and how investors can think in decades—not days. Together, they explore the evolution of active management, the role of the S&P 500, the challenge of private equity, and how to build portfolios that last. Topics covered Concentration and the rise of mega-cap dominance Equal-weight vs. market-cap-weighted indexes The role of the S&P 500 and how it shapes investor behavior Why the Magnificent Seven may not repeat past winners' mistakes The differences between today's tech leaders and the 1999 bubble The changing nature of private equity and illiquidity premiums How to define success as an investor beyond beating the index The importance of focusing on business economics over stock prices Lessons from Buffett, Bill Miller, and other long-term thinkers Timestamps 00:00 Concentration and portfolio construction 04:00 Market-cap dominance and equal vs. cap weighting 10:30 Active management, benchmarks, and the S&P 500 17:00 Economic realities of the top 10 stocks 23:00 Government policy and market intervention 26:00 Comparing 2024 to 1999 and lessons from past cycles 32:00 Innovation, Russell 2000, and private company growth 40:00 Active management and how the S&P wins 41:45 The private equity boom and its challenges 49:00 Redefining performance and investor goals 55:00 The importance of focusing on business economics 57:00 Closing thoughts and where to find the guestsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this pre-market Daily Editorial, we welcome back Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network. Joel takes a step back from the recent surge in gold and silver to focus on the broader U.S. equity markets - where rising volatility and falling yields are hinting at a potential shift beneath the surface. Key Discussion Points: Rising VIX and market nerves - The VIX has climbed above 20, signaling growing unease even as indexes remain flat. Joel explains why this feels more like a “nervous market” than the start of a full correction. Rates are dropping - good or bad? - With the 10-year Treasury near yearly lows, Joel questions whether falling yields reflect optimism or an early warning of slower growth ahead. Sector rotation themes - Momentum in the Magnificent Seven is fading, while small-caps (IWM) and biotech (XBI) show strength. Joel outlines where money may be rotating and how interest rate sensitivity is driving trades. Earnings season tone - Early results from banks and airlines show mixed signals. Joel highlights how upcoming mega-cap tech earnings will be key to gauging market sentiment and valuations. AI and spending boom - Massive corporate investment in AI continues to prop up GDP numbers, but Joel questions sustainability - suggesting investors look instead at infrastructure and data-center beneficiaries. Opportunities abroad and in lagging sectors - From European ETFs (EFA) to housing and biotech, Joel identifies areas that may offer better entry points as U.S. markets consolidate. Joel also shares how he's navigating this environment - why he sees the market as “nervous, not broken,” and what signals would confirm a deeper shift in sentiment.   Click here to visit Joel's PreMarket Prep website: https://www.premarketprep.com/ Click here to visit the Stock Trader Network: https://www.stocktradernetwork.com/   ----------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this month's episode of Nurturing Financial Freedom, we dig into a topic that's becoming more critical in today's investment landscape—concentration risk. We've talked about the "Magnificent Seven" tech stocks—Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla—before, but now we're zooming in on the downside of their dominance. While these mega-cap companies have driven much of the market's recent growth, their outsized influence poses a risk that many investors overlook.We start by revisiting the concept of diversification, which we believe is often misunderstood. As Alex explains, owning cash at different banks or multiple funds that move in lockstep isn't real diversification. What matters is what's inside those funds—are they all large-cap U.S. stocks, or do they include small caps, international equities, or different sectors? Too often, investors think they're diversified when, in reality, their holdings are heavily skewed toward the same handful of companies.We also discuss how concentration creeps in—especially through popular indexes like the S&P 500, which is now heavily weighted toward just a few tech giants. Ed points out a striking stat: Nvidia and Microsoft alone represent as much of the S&P 500 as the bottom 400 companies combined. This “index drift” means that even supposedly diversified portfolios—like target date retirement funds—may be overly reliant on the same names.To build resilience, we stress the importance of intentional diversification. That means expanding beyond large-cap U.S. stocks to include mid- and small-cap companies, international equities, and even alternative assets like gold, real estate, and commodities. Fixed income is also relevant again, with bonds and cash offering meaningful yield for the first time in years.We wrap up by emphasizing the need for proactive rebalancing. Don't try to time the market. Instead, rebalance regularly on a schedule to keep your allocation aligned with your goals. And understand that even strong companies stumble, so don't let recent winners dominate your portfolio.At the end of the day, this isn't about abandoning tech or being a contrarian—it's about knowing what you own and why you own it. Because building a durable portfolio isn't a one-time setup. It's an ongoing process that needs regular attention. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US stocks suffered their steepest drop in five months as tensions between Beijing and the White House escalated. The Trump administration’s threat of an additional 100% tariff on Chinese imports sent markets into a tailspin, with the Magnificent Seven slumping nearly 4% and tech heavyweights Nvidia, Tesla, and Amazon each falling about 2%. Elsewhere, safe-haven assets gained favour as bond yields fell and gold prices climbed, while energy producers were in focus after oil prices tumbled 4%. Back home, Aussie shares are set to open lower on Monday as tariff anxiety ripples through global markets. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Die Schweizer Privatbank finanzierte im großen Stil Immobilien der insolventen Degag-Gruppe. Nun drohen massive Kreditausfälle. Außerdem: Was das Kurs-Buchwert-Verhältnis über die Magnificent Seven aussagt.

fWotD Episode 3079: Chris Pratt Welcome to featured Wiki of the Day, your daily dose of knowledge from Wikipedia's finest articles.The featured article for Thursday, 9 October 2025, is Chris Pratt.Christopher Michael Pratt (born June 21, 1979) is an American actor and film producer. His films as a leading actor have grossed over $14.1 billion worldwide, making him one of the highest-grossing film stars of all time. Pratt was one of the world's highest-paid actors annually from 2015 to 2017. He is also one of the highest paid television actors, earning $1.4 million per episode for The Terminal List. Through starring in blockbuster franchises and big-budget films, he has established himself as one of Hollywood's most bankable stars.Born in the city of Virginia, Minnesota, Pratt began his film career with minor roles before securing a starring role in the drama series Everwood (2002–2006). He had his breakthrough role as Andy Dwyer in the NBC sitcom Parks and Recreation (2009–2015). Pratt received global recognition and established himself as a leading actor by portraying Star-Lord in the Guardians of the Galaxy film franchise, appearing in a series of superhero films spanning from Guardians of the Galaxy (2014) to Guardians of the Galaxy Vol. 3 (2023). He also reprises the role in other Marvel Cinematic Universe films, such as Avengers: Infinity War (2018) and Thor: Love and Thunder (2022).Pratt achieved further critical and commercial success by portraying Owen Grady in the Jurassic World franchise (2015–2022), which consists of three films that have collectively grossed over $3.9 billion worldwide. His other starring roles include the Western action film The Magnificent Seven (2016), the science fiction film Passengers (2016), the military science-fiction action film The Tomorrow War (2021), and the science fiction adventure film The Electric State (2025). Pratt has also voiced characters in animated films like The Lego Movie franchise (2014–2019), Onward (2020), The Super Mario Bros. Movie (2023), and The Garfield Movie (2024).Pratt was named by Time as one of the 100 most influential people in the world in 2015, and appeared in Forbes' Celebrity 100 in 2016. Often regarded as a sex symbol, he received a star on the Hollywood Walk of Fame in 2017. Divorced from actress Anna Faris, Pratt has been married to author Katherine Schwarzenegger since 2019. He has four children—one with Faris and three with Schwarzenegger. Since February 2020, Pratt has owned the production company Indivisible Productions.This recording reflects the Wikipedia text as of 00:54 UTC on Thursday, 9 October 2025.For the full current version of the article, see Chris Pratt on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Bluesky at @wikioftheday.com.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm standard Kendra.

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Craig Fuller (https://x.com/freightalley), CEO of FreightWaves and Sonar, for a critical update on the freight market collapse and what it means for small business owners and entrepreneurs in 2025.Last time, I called Craig "Nostradamus" for his spot-on predictions about tariffs and supply chain disruptions—and this time, the data is even more alarming. We analyze the OTBI index (Outbound Tender Volume Index), which tracks trucking volumes and shipping activity across the US economy, and the numbers are flashing red: we've lost seven years of economic growth in the goods economy.Craig breaks down how the collapse in critical sectors like manufacturing, construction, housing, energy, and transportation logistics—which together employ 35 million Americans—is being completely ignored by Wall Street, the Federal Reserve, and Congress. While AI stocks and the Magnificent Seven drive the stock market to all-time highs, the Main Street economy is showing clear recession warning signs.This episode explains why freight data is the ultimate leading economic indicator, often predicting recessions 6-9 months before they hit (a principle known as Dow Theory). We discuss what the 2007-2008 financial crisis can teach us, why consumer spending is masking deeper problems, and most importantly—what you should do right now as a business owner or entrepreneur.Questions This Episode Answers:How severely have US shipping volumes and freight activity declined, and what does this mean for the real economy?Why are the Freight Market and OTBI index critical leading indicators often ignored by Wall Street, the Fed, and Washington DC?As a small business owner or entrepreneur, what specific actions should I take right now to prepare for an economic slowdown or recession?Why is a downturn actually a prime time for business acquisitions, consolidation, and securing undervalued assets?What is Dow Theory, and how does transportation data predict broader economic recessions?How do tariff policies and trade tensions with China impact domestic logistics and supply chains?What's the disconnect between AI stock speculation (Mag-7) and the goods-producing economy?__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 Economic Growth and Market Predictions02:53 Logistics and Supply Chain Insights05:45 The State of the Goods Economy09:04 Job Market and Employment Trends11:59 Small Business Strategies in a Downturn14:55 Opportunities in a Recession18:09 The Role of Government and Economic Policy21:03 Future Market Predictions and Indicators23:57 The Impact of Freight on the Economy26:49 Understanding Supply Chain Dynamics30:08 Cultural and Historical Context of Logistics33:03 Conclusion and Key Takeaways

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/

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.

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)

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.

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