Podcasts about market outlook

The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these yield levels mean for bond investors, mortgage borrowers, and anyone trying to build a balanced portfolio right now.Today's Stocks & Topics: ING Groep N.V. (ING), Market Wrap, Wheaton Precious Metals Corp. (WPM), Pan American Silver Corp. (PAAS), Commercial Real Estate Lending, Autoliv, Inc. (ALV), Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio, CrowdStrike Holdings, Inc. (CRWD), Corning Incorporated (GLW), Energy Transfer LP (ET), ServiceNow, Inc. (NOW), Big Tech Credit Risks.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Andrew Pancholi doesn't hedge his calls. In Part 2 of his conversation with Dwayne Kerrigan, the cycles analyst behind Market Timing Report lays out exactly where he thinks gold and oil are headed next — the kind of specific, put-your-name-on-it targets most analysts avoid — plus the one year already circled on his calendar for the next real market correction, and why the pullbacks along the way are buying opportunities, not warning signs. Using research that traces back nearly a century, Andy breaks down which years tend to run hot, which tend to break, and the one he's watching most closely right now. Dwayne and Andy also dig into digital currency, BRICS, and whether replacing the US dollar would really just be a way to wipe out national debt — and Andy shares how a historical pattern tied to the Dust Bowl era points toward a coming boom in grain and commodity markets.Episode Time Stamps:00:00 Cycles Love Or Hate00:22 Welcome Back Andrew Pancholi01:23 Digital Currency Questions03:40 Crypto Value And BRICS05:06 AI Bots and Cycle Speed07:01 NFTs Bitcoin and Scrutiny09:55 Debt Reset and History11:41 Future Of Money Risks14:50 Market Timing Report 18:28 Risk Management Trading Edge24:00 Market Outlook and Year Cycles31:10 Gold Oil and Commodity Boom34:22 Mississippi Grain Crunch36:08 Gold Cycles Explained36:53 Why Cycles Matter40:54 Gold Targets and Pullbacks42:56 Cycles vs Technicals45:45 AI and Modern Warfare53:13 Using AI for Research58:14 Upside of AI Progress01:01:28 Detaching From Tech01:02:46 Where to Find Andrew01:04:21 Final Takeaways and WrapGuest bio: Andrew Pancholi is the founder and CEO of The Market Timing Report, a global macro research service used by professional investors and portfolio managers to identify risk windows and periods of asymmetric opportunity. For over 40 years, he has forecast turning points in markets including the S&P 500, gold, oil, and Bitcoin using time cycle analysis built on the methods of W.D. Gann, Edward Dewey, and Ralph Elliott. He is co-author of the bestselling book Zero Hour with Harry S. Dent Jr. and a board member of the Foundation for the Study of Cycles. Before market timing, Andrew spent decades as a senior pilot for a major flag carrier airline, including roles as Training Captain and Training Standards Captain.Resources mentioned: Find Andrew Pancholi's daily cycle updates and forecasts at www.markettimingreport.com or on YouTube at Market Timing Report https://www.youtube.com/@markettimingreport https://www.linkedin.com/in/andrewpancholi/https://www.facebook.com/markettimingcyclesanalysis/ Instagram @andrew.pancholiConnect with Dwayne KerriganFacebookInstagramLinked InWebsiteDisclaimer: The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.

"The long-term drivers for the commodity cycle are intact. The rally that we've seen over the last 24 months, it's just like a teaser of what's coming when you look at broad sort of like landscape ideas in terms of like the exposure of global markets to mining and metals and to energy as well, it's less than 1% in some cases. If that only gets back to long-term averages of 5 to 10%, we're looking at trillions of dollars that are going to roll into our space. We live in a world where companies have trillion-dollar valuations. Why can't our companies [miners] have trillion-dollar valuations?" explains Resource Fund Manager Samuel Pelaez in this MSE episode. Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Sam's website: https://olive-resource.com/ 00:00 Intro 00:47 Market Outlook and Fed 02:41 Gold Pullback Opportunity 04:12 Liquidity Spreads to Commodities 07:04 Whales Media and Charts 08:29 Copper Capex and Juniors 13:54 Project Quality and Water 17:13 M&A Drivers Permitting 19:46 Fast 41 and Policy Tailwinds 21:50 Portfolio Construction Focus 24:21 Position Sizing Concentration 28:37 Benchmarking and Learning 34:10 Top Picks to Watch 36:45 Olive Resource Capital Thesis 39:23 Cost of Living Philosophy Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

This week on Stock Market Options Trading, Eric O'Rourke and Brian Terry break down the latest market action following geopolitical headlines, discuss why the recent SPX rally continues to stall, and share several option trading ideas they're watching this week.Topics covered include:Why the latest SPX gap higher failed and what it says about market sentimentCurrent gamma levels and key support/resistance zonesThis week's major economic events, including the FOMC meeting, GDP, PCE, and Consumer ConfidenceWhy intraday trend trading has become more challenging in recent weeksNew research showing stronger end-of-day trading opportunitiesEric's updated 0DTE trading approach and end-of-day Iron Condor strategyBrian's QQQ and Micron (MU) broken-wing put butterfly tradesManaging defined-risk option strategies during volatile marketsWhether you're trading SPX, QQQ, or individual stocks, this episode explores how current market conditions are changing the way we approach options trading and risk management.Resources Mentioned► Alpha Crunching: https://alphacrunching.com► Stock Market Options Trading Podcast: https://www.stockmarketoptionstrading.netIf you enjoy systematic options trading, backtesting, and weekly market analysis, be sure to subscribe for new episodes every week.#SPX #OptionsTrading #StockMarket #0DTE #SPXOptions #Gamma #FOMC #IronCondor #QQQ #Micron #TradingPodcast

Markets are balancing strong corporate earnings against geopolitical tensions, higher oil prices, and rising Treasury yields. Plus, AI investment, cloud demand and semiconductor spending continue supporting the long-term technology story as investors watch another critical week of Big Tech earnings. Later, Fed policy, inflation expectations and volatility around global events could determine whether markets resume their rally or remain stuck in a trading range. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nick Hopwood, CFP® of Peak Wealth joins Steve Gruber for a timely discussion on the U.S. economy, today's markets, and what investors should know about retirement planning. They cover the rise of AI investments, why Venmo shouldn't be used as a bank account, the new Trump Accounts for children, and practical strategies for building long-term wealth. Tune in for expert financial insights, and don't forget to like, subscribe, and turn on notifications for more investing, retirement, and personal finance content from Peak Wealth. — ✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here ------------------------------- Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind Stay Connected With Us: Podbean YouTube Apple Facebook X Peak Wealth    

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On July 20th, 2026, Steve Grzanich shares today's potential market drivers:

David Driscoll, founder, president, CEO of Liberty International Investment Management Inc., shares his outlook on Global Equities.

https://19-minutes.supercast.comA geopolitical wheat rally is spilling into the grain markets, but can it continue supporting corn and soybeans? Greg McBride of Allendale Inc. joins Jeremy Doetch to break down the opportunities and risks heading into the week of July 20–24.They discuss strong Corn Belt crop conditions, weather premium in corn, key resistance near recent highs, and why seasonal patterns could create additional downside. Greg also examines soybean demand from China, the potential for higher prices later in the year, and how South American weather and fertilizer availability may influence the market.The episode closes with an update on declining cattle prices, beef imports, limited herd expansion, and why tight supplies could keep cattle historically strong.Topics include:Wheat rally driven by geopolitical disruptionsCorn marketing opportunities and seasonal price pressureSoybean exports, China demand, and August weatherSouth American production and fertilizer risksCorn Belt crop conditions and yield potentialCattle prices, beef supplies, and herd expansion#GrainMarkets #CornPrices #WheatPrices

On July 17th, 2026, Steve Grzanich shares today's potential market drivers:

Bruce Campbell, president & portfolio manager at StoneCastle Investment Management, shares his outlook on Canadian Equities.

The Last Trade: Jackson, Michael, and Brian make the case that Bitcoin is carving out a structural bottom as old-coin distribution collapses and the worst of ETF and treasury-company selling exhausts itself. They break down Japan reclassifying crypto as a financial product and slashing its effective tax rate from 55% toward 20%. They dig into why the Clarity Act, not the administration, is the real green light for Wall Street. They close on Morgan Stanley's $4 to $8 trillion AI capex wave and the launch of Onramp's Back to the Basics campaign.---

On July 16th, 2026, Steve Grzanich shares today's potential market drivers:

Martin Cobb, senior vice president and equities at Lorne Steinberg Wealth Management Inc., shares his outlook on Global & North American Equities.

After more than 400 episodes across eight years, Corey Kupfer launches a new quarterly roundtable with his law firm partners Brian Meegan and Sara Mostafa (together representing roughly 90 years of combined deal experience) to unpack why the projected 2026 M&A boom has not fully arrived, revisit the negotiation tactics behind the 1951 Korean War armistice, and share parting wisdom for business owners in a slower market. In this episode of the DealQuest Podcast, host Corey Kupfer launches a new quarterly roundtable format with his law firm partners, Brian Meegan and Sara Mostafa. Brian has been a partner for several years. Sara joined this year as the newest partner. Together the three represent about 90 years of combined deal experience across M&A, capital raises, cross-border transactions, and wealth management. WHAT YOU'LL LEARN You'll discover why the pent-up M&A demand projected for 2026 has not materialized as expected, how a Virginia-focused fund is challenging the assumption that acquisitions drain leadership talent out of state, and why wealth management continues to run counter to the broader slowdown. Brian and Sara explain what a $60 billion all-stock transaction involving AnySphere signals about AI M&A, what the 1951 Korean War armistice negotiations still teach modern dealmakers, and how a post-Soviet Russian deal turned on cultural understanding rather than a legal provision. THE FIRM'S JOURNEY TO A QUARTERLY ROUNDTABLE The DealQuest Podcast has run for eight years and passed 400 episodes with a rhythm of three guest interviews followed by a solocast. Brian Meegan joined the firm a few years ago as a partner and has appeared on the show as a guest a couple of times. Sara Mostafa joined this year as the newest partner and has also appeared as a guest since coming on board. With three partners now representing roughly 90 years of combined deal experience, Corey launched this quarterly roundtable to talk deals openly, share what each partner is seeing across their practice areas, and introduce a new Deals in History segment. DEALS IN HISTORY Brian opened the first installment of Deals in History with the 1951 Korean War armistice negotiations, which contained nearly every classic tactic anyone has ever written about. The North Koreans picked up the UN delegation in cars carrying white flags, used higher chairs to gain physical advantage, and pushed multi-meeting standoffs over table shape and flag size. At one point both sides sat in complete silence for over two hours, refusing to move on a single boundary point. The full negotiation spanned roughly 160 meetings across two and a half years, and the document that resulted is not a peace treaty. It is a ceasefire that has held since the end of the war. KEY INSIGHTS The pent-up 2026 M&A demand has not arrived. Energy price disruption, interest rate uncertainty, and other macro conditions have kept the big bump from showing up. Deal flow remains active, but both Brian and Sara noted a less frenetic pace toward closing. Wealth management remains a meaningful exception, with private equity capital and succession pressure keeping RIA deal flow robust. Outside wealth management, Sara is seeing active smaller and mid-market activity, especially for targets that have successfully integrated AI into operations. Andrew Dunlap's Virginia-focused fund is a useful counterweight to the standard acquisition narrative. He shared with Corey that 82 percent of Virginia acquisition buyers were from out of state, and top leadership talent tends to relocate with the new HQ. His commitment is to keep businesses local, in a mini Berkshire Hathaway style approach. Cultural understanding often matters more than a specific legal provision. Corey shared a story from the early 1990s, just after the Soviet Union fell, when a Russian counterparty refused to sign a standard non-circumvention agreement as a matter of deeply held belief. Corey structured around it by locking up non-circumvention agreements with the US suppliers directly, and closed the deal. There is a deal for almost any business frustration, challenge, or opportunity. Corey's parting wisdom points to acquihires, joint ventures, strategic alliances, and white labeling as underused options. Brian added Jim Collins' 2009 line to never waste a good recession. Sara closed with practical guidance for women-owned and minority-owned business owners to seek community and specialized funds beyond the SBA. Perfect for entrepreneurs weighing M&A moves right now, wealth management and RIA professionals tracking deal flow, and anyone interested in how experienced deal lawyers read the market quarter to quarter. FOR MORE ON THIS EPISODE https://www.coreykupfer.com/blog/quarterly-roundtable-brian-meegan-sara-mostafa FOR MORE ON KUPFER.https://www.kupferlaw.com FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:00] - Launching the new quarterly roundtable format with Brian Meegan and Sara Mostafa[00:05:13] - Sara on smaller and mid-market deal activity, especially where AI is integrated[00:09:18] - Andrew Dunlap's Virginia fund and the 82 percent out-of-state buyer statistic[00:11:24] - Space industry multiples running hot alongside AI [00:14:09] - The $60 billion all-stock transaction involving AnySphere and Cursor[00:15:04] - Deals in History debut, the 1951 Korean War armistice negotiations[00:20:26] - Walking the Abraham Path with William Ury in 2017 [00:23:32] - Corey's post-Soviet Russian deal and the non-circumvention agreement story [00:28:17] - Cross-border capital flow from the Middle East, India, and China [00:36:22] - Parting Shots from Sara, Brian, and Corey Guest Bios: Brian Meegan has represented US and multinational clients on corporate matters for more than 25 years, primarily on M&A, business formation, contract negotiation, and real estate. Before joining Kupfer, he founded Evergent Law, listed in Best Law Firms in America (Colorado) for Corporate Law and the exclusive Colorado M&A firm in the IR Global network, and he separately founded Watson Ltd., a back-office support company serving law firms nationwide. Brian earned his B.S. and J.D. from the University of Colorado, is listed in Best Lawyers in America (Colorado), and is a self-described history nerd who powers the new Deals in History segment on the show. Sara Mostafa is a corporate attorney with nearly two decades of experience representing private companies and individuals across M&A, private equity, financing, corporate governance, employment, real estate, and outside general counsel work, with clients spanning technology, wealth management, retail, entertainment, construction, restaurants, medical practices, and fitness and nutrition. She began her practice at Cooley LLP in San Diego and later served as a Partner at Lobb & Plewe LLP before joining Kupfer. Sara earned her J.D. from UCLA School of Law and her B.A. magna cum laude from the University of Pennsylvania, completed Harvard Law School's Executive Education program in M&A in 2023, and is licensed in California and Hawaii. She speaks English, Spanish, Arabic, and French Host Bio: Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes: Episode 351 - There's a Deal for That Episode 331 - M&A Market Outlook and Deal Predictions Episode 293 - Sunny Vanderbeck, Selling Without Selling Out Keywords/Tags: DealQuest quarterly roundtable, Brian Meegan, Sara Mostafa, Corey Kupfer, 2026 M&A market, wealth management M&A, RIA deal flow, AI acquisitions, AnySphere Cursor, mid-market deals, cross-border transactions, Korean War armistice negotiation, William Ury, post-Soviet dealmaking, Andrew Dunlap Virginia fund, mini Berkshire Hathaway, non-circumvention agreement, deal-driven growth, Kupfer Associates, private equity M&A

Matthew Tuttle explains why the June CPI report could be a game changer for markets, breaking down how the latest inflation data could influence everything. He discusses why oil and gas prices are the key variables to watch, arguing that higher energy prices could reignite inflation, and shares his outlook for inflation and the stock market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

North Dakota State University Extension and the University of Minnesota Extension have partnered with the Livestock Marketing Information Center to provide a sheep and goat market outlook webinar. The webinar begins this evening at 7 p.m. CDT. Source: NDSU Extension See omnystudio.com/listener for privacy information.

On July 15th, 2026, Steve Grzanich shares today's potential market drivers:

Colin Cieszynski, portfolio manager & chief market strategist at SIA Wealth Management, shares his outlook on Technical Analysis.

On July 14th, 2026, Steve Grzanich shares today's potential market drivers:

Keith Richards, president and chief portfolio manager at ValueTrend Wealth Management, shares his outlook on Technical Analysis.

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on, momentum off” volatility, with semiconductors swinging and earnings season starting with banks that have traded well despite a flattening yield curve. They debate rising long-term Treasury yields, arguing hikes aren't appropriate in a slowing economy and tying yield pressure to Middle East conflict, oil inflation fears, and U.S. fiscal indiscipline, with the bond market challenging the Fed's 2% target under new Chair Kevin Warsh. They touch on private equity weakness versus tight credit spreads, whether credit cycles still exist amid repeated policy “saves,” and upcoming CPI (3.8% expected) and PPI (6.2% expected). They flag Japan's weakening yen and stressed bond market as an underappreciated risk, review gold's move as central-bank and retail flows shift, and outline a second-half view: stocks higher but volatile, with opportunities in Mag Seven, financials, healthcare, commodities, and energy. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On July 13th, 2026, Steve Grzanich shares today's potential market drivers:

Dan Rohinton, vice president & portfolio manager at IA Global Asset Management, shares his outlook on Large-cap Global Equities.

https://19-minutes.supercast.comStrong demand, tight projected stocks, and seven critical weeks of growing weather could create another major opportunity for corn and soybean producers.Chris Barron and Jeff Fichtelman break down why even a modest yield reduction could significantly tighten supplies, when a harvest-driven rally could develop, and why farmers should have firm offers ready before optimism takes over. They also discuss old-crop corn still weighing on the market, regional harvest basis opportunities, China's continued soybean buying, lower nitrogen prices, and renewed uncertainty surrounding Russia and Ukraine.Could corn and soybeans get another meaningful rally, and how should farmers position themselves without getting greedy?

Listen to the latest Commerce Trust podcast with David Hagee, Chief Investment Officer, Scott Colbert, Chief Economist and Director of Fixed Income Management, and Brent Schowe, Director of Investment Research. Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

On July 10th, 2026, Steve Grzanich shares today's potential market drivers:

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

On July 9th, 2026, Steve Grzanich shares today's potential market drivers:

Stan Wong, portfolio manager at Scotia Wealth Management, shares his outlook on North American Large Caps & ETFs.

To get exclusive access to my quarterly webinar, sign up for my newsletter here.  -----  Markets have been stronger than many investors expected in 2026, but the story beneath the surface is more complicated than the headline returns suggest.  Listen now and learn: ► Why U.S. stocks have held up despite geopolitical shocks, energy concerns, and higher bond yields ► How the AI buildout is influencing earnings growth—and why expectations matter from here ► What developed international and emerging markets are adding to the 2026 market story ► How long-term investors can think about diversification, bonds, and portfolio discipline heading into the second half of the year   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)     Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

On July 8th, 2026, Steve Grzanich shares today's potential market drivers:

On July 7th, 2026, Steve Grzanich shares today's potential market drivers:

On July 6th, 2026, Steve Grzanich shares today's potential market drivers:

https://19-minutes.supercast.comIowa State University economist Chad Hart joins The Ag View Pitch to break down the July 6–10 grain market outlook, including crop conditions after heavy rain, what stood out in the USDA acreage and stocks reports, record corn usage, soybean crush strength, renewable diesel demand, China trade expectations, and whether weather premium could create another pre-harvest marketing window.The conversation also covers old crop soybean cleanup, new crop corn and soybean pricing, basis risk, cost of carry, government payments, ARC and PLC, and why farmers may need to recalibrate price targets after the first major rally fades.

On July 2nd, 2026, Steve Grzanich shares today's potential market drivers:

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https://19-minutes.supercast.comThe June 30 USDA Acreage and Quarterly Stocks reports could set the tone for corn and soybean markets heading into July.In this week's market outlook, Chris Barron talks with Jarod Creed about crop conditions across the Corn Belt, the possibility of larger-than-expected corn and soybean acres, old crop basis risk, soybean crush margins, weather premium, and what farmers need to understand before and after the USDA report.They also discuss why acreage may be more complicated than the market expects, how Kansas and South Dakota could have an outsized impact on national yield, why old crop and new crop marketing need to be managed differently, and how ARC, PLC, ECO, crop insurance, and other safety nets should factor into total revenue decisions.With corn prices already under pressure and the market watching weather, stocks, acres, and fund positioning, this is a timely conversation for farmers heading into one of the most important report weeks of the summer.#cornmarket #soybeanmarket #grainmarkets #USDAreport #acreagereport #grainstocks #farmmarketing #agriculture #cornprices #soybeanprices

The stock market has exceeded expectations in 2026, but rising recession warnings have many investors wondering what comes next. In this episode of the Wise Money Show, the team breaks down the biggest forces shaping today's stock market outlook, including AI, market concentration, inflation, interest rates, and consumer spending. We also explain why diversification still matters, how to prepare your portfolio for increased volatility, and what long-term investors should focus on instead of short-term headlines.  Season 11, Episode 45 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/  or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Watch this episode on YouTube: https://youtu.be/C8PbvL8pQFY  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The latest Federal Reserve policy shifts and rising geopolitical tensions are reshaping the financial landscape. With Jerome Powell exiting and Kevin Warsh signaling a tighter-lipped Fed, investors face renewed market uncertainty and an end to traditional forward guidance. This episode breaks down how the ongoing Iran conflict is dictating oil prices and the timeline for interest rate cuts, while exploring why the stock market continues to offer the best risk-to-reward ratio for capital deployment.The conversation also dives into the massive economic potential of advanced AI and robotics, analyzing predictions from industry leaders regarding the automated future of the global labor market. We evaluate the current hyper-supply phase of the real estate market cycle, the potential massive liquidity injection from the upcoming Crypto Clarity Act, and the exact $5 million financial milestone needed to achieve true freedom in today's economy.KEY TOPICS DISCUSSEDFederal Reserve policy changes and the elimination of forward guidance under Kevin Warsh.Geopolitical impacts of the 60-day MOU in the Iran conflict on global oil prices.Short-term stock market corrections and interest rate cut predictions for the coming year.Institutional investments, warm water cooling, and the bullish outlook for Nvidia.SpaceX IPO lockup periods and why short-term valuation pressures exist for early retail buyers.The integration of advanced humanoid robotics into global labor markets and factory infrastructure.The upcoming US House committee hearing on the Crypto Clarity Act and its potential market impact.Phase three and four of the Mueller real estate cycle and how to acquire undervalued commercial assets.Leveraging life insurance arbitrage to invest in real estate debt funds for positive yield.KEY TAKEAWAYSThe Federal Reserve's decision to drop forward guidance removes the market's reliance on predictable rate cuts, signaling a return to historically normal, higher interest rate environments.Global oil prices remain the primary linchpin for future interest rate decisions, as energy costs directly drive producer costs and broader inflation metrics.Advanced robotics and AI infrastructure are poised to offset massive global labor shortages, presenting one of the most lucrative long-term investment vectors of the next decade.The real estate market is currently navigating the hyper-supply and recession phases of its cycle, making this the ideal time for patient capital to acquire distressed assets before rate cuts occur.Achieving a liquid, risk-free baseline of $5 million in Treasury bills provides a mathematical guarantee of financial freedom, effectively covering lifestyle costs through pure interest yield.CONNECT & TAKE ACTIONWealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.