Podcasts about market outlook

As 2026 enters its final third, investors face an unusual combination of strong market fundamentals and several potential sources of volatility. In this episode, Tony Zabiegala and Derek Gabrielsen examine what has supported the market so far, including broader market participation, a rotation from growth toward value, and earnings and revenue growth. They also consider what could challenge that outlook, including Federal Reserve uncertainty, the midterm elections, geopolitical developments, energy prices, and the possibility that current earnings strength represents an unusually favorable environment. The conversation emphasizes diversification, appropriate risk tolerance, and maintaining a disciplined investment plan rather than reacting to momentum or attempting to move in and out of the market.

Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the next move for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rick Rule, president and CEO of Rule Investment Media, shares his outlook on Natural Resource Stocks.

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

Nick Mersch, portfolio manager at Purpose Investments, shares his outlook on Technology Stocks.

Barry Schwartz, president & CIO at Baskin Wealth Management, shares his outlook on North American Large Caps.

Markets face rising rates and geopolitical uncertainty as resilient consumers and small cap strength support the broader outlook. Plus, surging copper demand, AI infrastructure and defense technology are creating new investment opportunities. Later, retail earnings, Fed policy and higher energy prices put consumer spending and the market rally to the test. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jamie Murray, president of Murray Wealth Group, discusses the AI trade and what stocks he is holding.

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

Richard Orrell, portfolio manager at RN Croft Financial Group, shares his outlook on ETFs.

On August 13th, 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.

In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2026 with experts Maritime Strategies International (MSI).In this second part the Seatrade Maritime Podcast talked to Daniel Richards from MSI, about the developments in the container shipping market and the outlook for the remainder of the year.The episode covers:Overview of the first half of 2026Factors Influencing freight ratesDemand and supply dynamicsMarket predictions for the second half of 2026The charter market landscapeFuture of newbuilding ordersIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new financing structures are helping fund massive capital needs across AI and space. Later, rising leverage, inflation risks and Fed uncertainty raise questions about how long the investment boom can continue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On August 12th, 2026, Steve Grzanich shares today's potential market drivers:

Chris Blumas, portfolio manager at Raymond James Investment Counsel, shares his outlook on North American Large Caps.

Invitation Homes CEO Dallas Tanner joins in his first interview since the Trump Administration's housing bill became law. Then, the CEO of eToro joins us after the trading platform's latest earnings report. We also speak to Goldman Sachs' Co-Head of Global Commodities on where he sees oil prices heading from here. Plus, don't miss an update on NYC Mayor Mamdani's pied-à-terre tax. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On August 11th, 2026, Steve Grzanich shares today's potential market drivers:

Christine Poole, president & co-chief investment officer at Davis Rea, shares her outlook on Canadian Dividend Stocks.

In today's Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the recent dramatic surge in precious metals and mining stocks. Mining Stocks Outperform Metals: Dave Breaks down the explosive 20%+ moves in precious metals ETFs ($GDX, $GDXJ,$SIL) and explains why mining equities are leveraging gold and silver's underlying price movement. Technical Breakouts & Key Resistance: Discover the chart patterns driving this rally, including bullish falling wedge breakouts, critical 18-week moving averages, and the significance of technical daily gaps. Macro Drivers & Inflation Outlook: Hear how weak employment data, lingering inflation, and stagflationary risks are setting up a favorable long-term environment for gold and silver. Disciplined Buying Strategies: Learn practical portfolio management advice on buying in tranches, avoiding FOMO, and capitalizing on market volatility without chasing overextended rallies.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

On this episode of the Renewable Roundup, host Russell Reading speaks with Mark Chappell, a PPA expert with Zeigo, about the UK's proposed voluntary wholesale contract for difference (CFD) and its potential to stabilise wholesale prices. They discuss how the CfD could affect corporate PPAs, market distortion risks, credit barriers for buyers, CPPA consultation feedback, and possible design changes that might support multi-buyer deals and standardisation in the market. With many details still undecided, the Russ and Mark highlight uncertainties and next steps for developers, suppliers, and corporate buyers as the UK PPA market evolves.

On August 10th, 2026, Dave Schwan shares today's potential market drivers:

Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, shares his outlook on Energy Stocks.

https://19-minutes.supercast.comThe August 12 USDA report could quickly reset the corn and soybean markets as harvest approaches. Chris Barron is joined by Daniel Elsner of Cargill in Cedar Rapids, Iowa, to break down national corn yield expectations, possible acreage changes, technical resistance, and the market signals farmers should watch heading into August 10-14.The corn market appears to be trading a national yield near 182 to 183 bushels per acre. Daniel explains why a number above 183 could pressure corn prices, why nearby resistance may limit corn's short-term upside, and why November soybeans currently have a stronger technical setup. They also discuss how quickly an initial bullish reaction to the USDA report could reverse.For farmers, the conversation turns to decisions that cannot wait: clearing remaining old-crop grain, estimating bushels without storage, finding local basis opportunities, and placing target orders before the report. With harvest approaching and storage potentially tighter than usual, communicating with local buyers and planning around the local harvest window could be just as important as the report itself.Topics include:August 12 USDA yield and acreage changesCorn yield expectations near 182 to 183 bushels per acreTechnical resistance limiting corn pricesShort-term upside potential in November soybeansOld-crop grain still sitting in storageHarvest timing and local basis opportunitiesPre-report rallies, price targets, and working ordersManaging uncommitted grain before harvestGuest: Daniel Elsner of Cargill in Cedar Rapids, Iowa.Subscribe to The Ag View Pitch for weekly grain market analysis and practical farm marketing strategies. Also check out 19 Minutes for more conversations about farm business and profitability.#GrainMarkets #CornPrices #USDAReport

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

Infrastructure is at a pivotal inflection point: its definition is expanding beyond traditional assets to digital and interconnected systems, demanding a fundamental mindset shift by governments, investors, and operators to plan, fund, and maintain integrated infrastructure that supports future growth and resilience. Alastair Green and Adrian Kwok discuss the latest findings from our 2026 Global Private Markets Report, take stock of the sector's latest trends, and reveal how private capital is responding to an evolving funding landscape Related insights 2026 Global Private Markets Report The Infrastructure Moment www.mckinsey.com/pc www.mckinsey.com/scfSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Brian Madden, chief investment officer at First Avenue Investment Counsel, shares his outlook on North American Equities.

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

Rebecca Teltscher, portfolio manager at Newhaven Asset Management, shares her outlook on Canadian Dividend Stocks.

Every so often an interview is also a reunion. Before he led the Boston University School of Hospitality Real Estate Program, Kaushik Vardharajan spent fifteen years at HVS, the global consulting firm focused exclusively on the hospitality industry. For this interview, Kaushik sits down with Rod Clough, who is now running it across the Americas. This episode of the Distinguished Podcast was recorded on the road at the NYU International Hospitality Investment Forum in New York City.  Rod Clough, President of the Americas for HVS, built his career over more than three decades. With some of the deepest data in the industry behind him, Rod shares: Why this year's performance has surprised almost everyone Where the opportunities lie well beyond the headlines How to leverage AI while maintaining expert judgment at the heart of a valuation Email us at shadean@bu.eduThe “Distinguished” podcast is produced by Boston University School of Hospitality Administration. Host: Arun Upneja, DeanProducer: Mara Littman, Executive Director of Strategic Operations and Corporate RelationsResearch and Content Creation: Lan LuMarketing: Anne DawsonEditing: Isabella Laikin and James LeonMusic: “Airport Lounge" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0

On August 5th, 2026, Steve Grzanich shares today's potential market drivers:

US office vacancy sits at 13.8% while rents rise and inventory actually shrinks. CoStar's Phil Mobley breaks down the two-tier office market at mid-2026.  Phil Mobley, National Director of Office Analytics at CoStar Group, joins Michael Bull, CCIM to explain why the office headlines and the office market have stopped matching. National vacancy peaked at 14.1% a year ago and now sits near 13.8%, with four consecutive quarters of positive absorption totaling roughly 20 million square feet. For perspective, that full year of demand would have been one decent quarter in 2018.  The supply side is where this cycle breaks from history. New construction starts are running about 5 million square feet per quarter, a generational low, and for the past two quarters CoStar's data shows outright supply contraction: more office space is being demolished or converted than delivered, which has never happened before.  Mobley also corrects the most common misconception about the office recovery. It is not simply Class A winning and Class B losing. Trophy assets, the top 5% of inventory, are performing strongly, and solid B and B-minus buildings serving price-sensitive tenants held up better than most people assume. The real occupancy damage landed on A-minus and B-plus product caught in the middle: not distinctive enough to compete with trophy space, too expensive to compete on price. Also covered: why AI has been an unambiguous demand tailwind so far and the venture-capital risk hiding inside it, why return-to-office gains raise foot traffic without raising space needs, how New York and Dallas preview where the rest of the country is heading, why lease sizes have run 15% below pre-pandemic levels for nearly three years, and the capital markets shift as institutions climb back from 10% to 15% of office deal volume to around 20%, buying buildings to keep them as office. Plus the point every landlord should sit with: the total vacancy number is not the relevant number. Competitive vacancy is, and a landlord without capital to fund tenant improvements does not really have leasable space. In this episode: 00:00 Is Office the Buy of the Decade? 01:19 The US Office Market: Smaller, but Recovering 02:22 Vacancy at 13.8% and Four Quarters of Positive Absorption 04:30 New Supply: Generationally Low and Now Contracting 06:02 Trophy vs. A-Minus: Where Occupancy Actually Collapsed 10:34 AI and Office Demand: A Tailwind With an Asterisk 14:13 Return to Office: Foot Traffic vs. Space Demand 16:40 Why New York Led, and How the Country Became Dallas 21:12 How Much Vacant Space Is Actually Leasable? 23:02 Tenant Improvement Capital and the Rise of Spec Suites 25:29 Lease Sizes Down 15% From Pre-Pandemic 27:01 Office Investment Sales: Institutions Are Buying Again 30:33 User Buyers, Two World Trade, and Occupier-Driven Construction 32:48 Forecast: Vacancy, Rents, and the Next 6 to 12 Months 34:36 Capital Is King: Corporations Building Their Own Space   Connect with Phil Mobley: https://www.linkedin.com/in/phil-mobley/ CoStar Group Website: https://www.costar.com   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/ For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America's Commercial Real Estate Show is brought to you by our proud sponsors. TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: https://www.bullrealty.com Commercial Agent Success Strategies: Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/ #CRE #CommercialRealEstate #OfficeMarket #OfficeSpace #RealEstateInvesting #CREForecast #OfficeVacancy #CoStar #TenantRepresentation #BullRealty

On August 4th, 2026, Steve Grzanich shares today's potential market drivers:

Jonathan Miller reveals how disciplined market analysis, reliable sourcing, inventory awareness, and human judgment help agents and investors cut through misleading headlines, understand changing conditions, and build lasting confidence with clients in uncertain housing markets.See article: https://www.unitedstatesrealestateinvestor.com/achieving-financial-greatness-with-clear-thinking-builds-lasting-market-confidence-with-jonathan-miller/(00:00) - Introduction to Jonathan Miller and His Journey Into Market Analysis(05:00) - Building Manhattan's Largest Co-op Sales Database Without a Traditional MLS(10:00) - Independent Market Research and the Predictive Power of Anecdotal Data(15:00) - How Unusual Listings Can Distort an Agent's View of the Market(20:00) - Manhattan Inventory and the Housing Market's Post-Pandemic Divide(25:00) - Cash Buyers, Wall Street Wealth, Mortgage Rates, and Manhattan's Market Outlook(30:00) - Why Inventory Is the Most Important Housing Market Metric(35:00) - Automated Valuations, Zestimate Accuracy, and the Future of Appraisers(40:00) - Why Fannie Mae and Freddie Mac Are Moving Toward Automated Appraisals(45:00) - Human Trust, Local Expertise, and What Artificial Intelligence Cannot Replace(50:00) - Housing Notes, Final Resources, and Closing RemarksContact Jonathan Millerhttps://housingnotes.com/https://www.instagram.com/jonathanmiller/https://www.linkedin.com/in/jonathanjmiller/https://x.com/jonathanmiller The market will always produce noise, uncertainty, and dramatic predictions, but lasting success belongs to those who slow down, examine the source, follow the evidence, and never forget the human lives behind every decision. Jonathan Miller's journey proves that knowledge creates confidence, objectivity creates credibility, and genuine connection creates trust that no algorithm can replace. For more conversations that help you build wealth without losing sight of what truly matters, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

Dustin Reid, Chief Fixed Income Strategist, sits down with Lesley Marks, Chief Investment Officer of Equities, to explore Mackenzie's outlook for the second half of 2026. They discuss earnings expectations in Canada and the U.S., the evolving value-versus-growth dynamic, AI and hyperscale valuations, and the impact of a more hawkish Fed. Lesley shares where disciplined diversification may uncover opportunities amid a more volatile market environment.

In the first episode of Can We Talk in Private?, the new podcast from Future Standard, hosts Alan Flannigan and Andrew Korz sit down with Future Standard Chief Investment Officer Mike Kelly to share their views on the major themes driving private markets. They explore how the changing macro regime is reshaping the role of asset allocators, driving the importance of portfolio construction higher. Defining trends from the start of the year remain in focus. Capital concentration and increased geopolitical uncertainty continue reshaping the opportunity set—driving value outside the large and mega-cap segments. And what happens when software, private equity and private credit's long-favored industry, now faces a constant threat from AI? Where does this money go instead? The obvious answer is AI, but the playbook for success looks very different. For the first time, they provide their outlook on digital infrastructure, a rapidly growing collective of themes supporting the AI build-out and more.As CIO Mike Kelly discusses, the path ahead in the second half is compelling but demanding. In a market focused on innovation and building the future, the discipline to remain focused on investor objectives and portfolio resilience are critical. As AI eats the world, truly differentiated sources of growth and income outside concentrated themes are increasingly valuable for investor portfolios. For actionable insights, enjoy the first episode of Can we talk in private?.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights 

On August 3rd, 2026, Steve Grzanich shares today's potential market drivers:

https://19-minutes.supercast.comRecord corn demand is supporting the grain markets, but additional acres, August rainfall, and harvest pressure could quickly change the outlook. Chris Barron is joined by Matt Bennett of agmarket.net to examine the crop, demand, and marketing risks heading into August 3-7.Matt discusses why he questions the USDA's current crop ratings and whether the national corn yield can exceed 183 bushels per acre. They examine the possibility of additional corn acres, exports running well ahead of last year, and why a smaller yield could create a much tighter balance sheet. They also explain why the longer-term corn story remains constructive even if prices face pressure before harvest.The conversation also covers wheat volatility related to Russia and Ukraine, soybean prices following their recent decline, strong domestic crush demand, and how a wetter August could affect soybean yield expectations. Matt closes with guidance for managing old-crop corn, harvest deliveries, basis, and on-farm storage without leaving too many bushels exposed.Topics include:USDA corn yield and acreage uncertaintyRecord domestic and global corn demandCorn exports running ahead of projectionsAugust weather and crop conditionsHarvest price and basis riskOld-crop corn still in storageWheat volatility and opportunities for cornSoybean prices and strong crush demandSouth American weather and El NiñoOn-farm storage and harvest marketing decisionsLearn more from Matt Bennett at agmarket.net.#GrainMarkets #CornPrices #SoybeanPrices

On July 31st, 2026, Steve Grzanich shares today's potential market drivers:

Brian from Santiment joined me to review the crypto market metrics for Bitcoin, XRP, Ethereum, Cardano, and Solana.

This week on The Lumber Word, Ashley Boeckholt, Gregg Matt, and Charles welcome Kyle Little, COO of Sherwood Lumber and Immediate Past Chair of NAWLA, for an in-depth conversation on one of the biggest changes in the lumber industry's premier trade organization. Kyle explains how NAWLA is opening its 2026 Traders Market in Anaheim, CA, November 4-6, to the broader wood products industry, making networking, education, and collaboration more accessible than ever before. The discussion also explores the association's long-term vision and why these changes could reshape industry relationships for years to come. The crew then shifts to today's lumber market—covering lean inventories, Southern Yellow Pine pricing, Western species, Canfor's Fox Creek closure, multifamily housing demand, futures positioning, and the trading opportunities emerging from historically wide species spreads. Whether you're a trader, sawmill, distributor, dealer, builder, or housing professional, this episode delivers practical market intelligence you can use immediately. Episode Timeline 00:00 – Welcome Kyle Little & NAWLA updates 03:00 – Why NAWLA is opening the Traders Market 12:00 – Wood Basics, leadership development & networking 19:15 – Current lumber market conditions 22:45 – Lean inventories and housing demand 25:00 – Southern Yellow Pine outlook 28:00 – Western species, production & wildfire discussion 33:30 – Doug Fir vs. SPF vs. Southern Pine trading opportunities 37:45 – Bullish and bearish market picks 43:00 – Best buying opportunities in today's lumber market 46:45 – Interest rates, housing & what comes next 51:00 – Sherwood Lumber updates and final thoughts Guest Kyle Little, COO, Sherwood Lumber KLittle@sherwoodlumber.com NAWLA: North American Wholesale Lumber Association 2026 Traders Market Information If you want to meet with the top companies and individuals in the industry, this is a must-attend! https://nawla.org/events/tradersmarket Matt Bruno: Executive Director, NAWLA MBruno@nawla.org Advertiser Fastmarkets RISI Tiranth Amarasinghe Product Marketing Manager Tiranth.Amarasinghe@fastmarkets.com www.fastmarkets.com Show Contacts: Gregg Riley: Gregg@sitkainc.com Charles DeLaTorre: cdelatorre@ifpwood.com Matt Beymer: mattbeymer@hamptonlumber.com Ashley Boeckholt: ashley@sitkainc.com  

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.

https://19-minutes.supercast.comSoybeans are rallying, $6 corn headlines are circulating, and harvest basis decisions are approaching quickly. Andy Hruby and Hugo vanRoessel of Cornerstone Ag Partners break down what is supporting grain prices and where the markets could become vulnerable.They examine USDA corn acreage uncertainty, strong export and ethanol demand, weather premium, and why spreads and local basis may provide a better read on the physical corn market than futures alone. They also discuss early-harvest premiums, storage limitations, fall delivery planning, and pairing additional crop investments with marketing decisions.Hugo then explains why soybean crush margins near $3 per bushel, tight projected supplies, and limited storage carry could keep soybean prices volatile. The episode closes with risk-management options for protecting current prices while retaining upside, along with opportunities in 2027 corn and soft red wheat.Topics include:USDA corn acreage and August WASDE risk$6 corn projections versus cash-market signalsWeather premium and strong corn demandFall basis, early-harvest premiums, and storage planningSoybean crush margins and tight projected suppliesInterest costs and the economics of storing soybeansMin-max contracts, puts, and retaining upside2027 corn and soft red wheat opportunitiesWebsite: cornerstoneagpartners.comEmail: hugo@cornerstoneagpartners.com#GrainMarkets #CornPrices #SoybeanPrices

Charles Payne is joined by Jeffrey Gundlach, Founder, CEO, and CIO at DoubleLine Capital, to discuss why potential Fed leadership under Kevin Warsh could actively lead the market, how to address Chinese IP theft, and why second-half market strategy should focus on strong credit fundamentals and an improving stock market ahead of earnings season. Learn more about your ad choices. Visit podcastchoices.com/adchoices