Podcasts about Magnificent Seven

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.

Chuck Zodda and Mike Armstrong discuss the BLS not being able to be replaced by the private sector. Las Veags sees drop in tourism, hinting at broader economic woes facing the US. Summer concert season off to a booming start. Paul LaMonica, Barrons, joins the show to chat about Broadcom's fantastic start to the year and why they aren't included in the Magnificent Seven.

Un jour c'est la récession, le lendemain c'est la fête. L'ISM est pourri ? On monte. L'emploi est catastrophique ? On achète. Parce que Powell va baisser les taux. Enfin… peut-être. Enfin… on l'espère. Enfin… chut. Et pendant ce temps, Apple met un genou à terre devant Trump : 100 milliards de plus investis aux USA, 20'000 jobs créés, et une plaque en or offerte au Président pour dire merci. Résultat ? +5% sur le titre. Et le Nasdaq applaudit. Et l'Europe dans tout ça ? Elle regarde, elle digère… et elle subit. Avec un SMI qui perd 0.87% parce qu'on s'est (enfin) rendu compte qu'on allait payer 39% de droits de douane. Merci qui ? Merci Donald.

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

In this conversation, Abe and Ethan discuss the latest updates in retirement planning, focusing on tax changes and their implications for Roth conversions. They explore the performance of major tech stocks, known as the Magnificent Seven, and the potential risks associated with a tech-heavy portfolio. The discussion also highlights the importance of evolving retirement strategies to avoid common pitfalls, using historical business blunders as a cautionary tale. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Børsene flyr godt tross nye tollsprell fra Washington DC. Men hva skjer med «Magnificent Seven»? Var de kanskje ikke det superlaget vi trodde? Håvard har med seg Joakim Embu og Odd Rune Heggheim i studio for å prate om alt som skjer i markedene om dagen. USA står i sentrum, men hvor mye usikkerhet tåler vi egentlig fra den kanten? Sommeren er over for denne gang, men det er fremdeles mye godvær på langtidsvarselet.

CONTENT WARNING: Discussion of racism against Natives, bullying, animal cruelty. Grab your six shooters and your saddles, we're kicking off our first-ever Westerns series! There's a lot in the genre for us to catch up on, and we start this week with a seminal film, one whose importance is unfortunately the only thing it's really got going for it. John Ford practically created the Western as we know making this movie but the dialogue and the characters are so rigid that it's somehow boring for a 90-minute movie. Still, if you've ever rolled your eyes at John Wayne and wondered "how the hell did he get to be a movie star", look no further than his performance here, smoldering and intense while staying relatable. The cast is pretty great, and the stunts are on par with anything that can be done with wires today. Still, this one is more "important" than a fun hang, so proceed with caution. Load up the wagon as we watch 1939's Stagecoach 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. Excerpts taken from the main theme to the film Stagecoach, written and composed by Richard Hageman. Copyright MCMXXXIX by Walter Wagner Productions, Incorporated. 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.

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On Episode 171 of The Investor Professor Podcast, Cameron joins to break down the latest market action, including a jobs report that rattled investors, mid-earnings season highlights, and updates from the "Magnificent Seven" stocks. We discuss key sector performance trends, Fed policy, tariffs, and why volatility has dominated the summer. Plus, we cover strategies to navigate August and September—historically the weakest months for markets—while highlighting opportunities in tech, industrials, and select IPOs.We also dive into earnings from Microsoft, Meta, Palantir, and ServiceNow, discuss the $10B Palantir Army contract, and analyze Figma's explosive IPO. From rate cuts to tariffs, AI buildouts, and sector rotations, this episode is packed with timely insights for investors navigating choppy waters. As always, we emphasize staying focused, understanding market cycles, and finding value in times of uncertainty.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

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

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan welcome Steve McCluskey to delve into the essentials of data-driven sales leadership. They discuss why a foundational "playbook" is crucial before implementing metrics, how to balance activity with accomplishment, and the importance of creating a simple, effective operating rhythm. Drawing on extensive experience, Steve shares practical examples, like the "Magnificent Seven" principle, to illustrate how leaders can use data not for micromanagement, but for targeted coaching, developing talent, and ultimately, driving predictable revenue growth.ADDITIONAL RESOURCESLearn more about Steve McCluskey:https://www.linkedin.com/in/stevemccluskey/Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4ZDownload the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:45] The Playbook: The Foundation of Data-Driven Leadership[00:06:12] The Three Dimensions of Sales Metrics[00:08:30] Balancing Activity vs. Accomplishment[00:13:21] The "Magnificent Seven": Learning from Top Performers[00:19:05] Adapting the Playbook to the Buyer's Journey[00:21:48] Holding Leaders Accountable for New Rep Ramp Time[00:29:45] Rock Management: How to Settle on the Critical Few Metrics[00:34:10] The Importance of a Cross-Functional Operating Rhythm[00:41:02] Why Data is Just the Starting Point for Coaching[00:44:31] Churn, Accountability, and Regretted Attrition[00:46:15] The Criticality of a Rep's First Deal[00:52:19] Management vs. Leadership: It's a Mindset[00:55:01] The Power of Simplicity in Metrics[00:58:12] Getting Emotionally Connected to MeasurementHIGHLIGHT QUOTES"I don't think that data-driven leadership really means anything without that playbook foundation.""One man's micromanagement is another man's success formula. It's just mindset.""The biggest point of leadership is the coaching aspect of it. You're not gonna read a list of metrics and be able to tell somebody what they're doing great... You have to watch the swing.""People don't leave their job. They leave their leaders.""If you can navigate that simply and, and in a, you know, through those metrics, that's so important. But then the second piece... is the difference between management and leadership."

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 AdvisorsSee omnystudio.com/listener for privacy information.

Overview: Tune into week's episode of Launch Financial as we discuss a massive week of economic data including PCE inflationary data, strong earnings from mega cap tech firms of the "Magnificent Seven", and commentary from the Federal Reserve after holding interest rates steady for the time being. Stay tuned for more economic reporting and our thoughts!    Show Notes: 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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