Podcasts about market rally

Today's Post - https://sqdc.st/s/TtvWulc Monday Market Insights: Government Shutdown, Market Rally, and Policy Updates In this Monday edition of the Dividend Cafe, the discussion centers around the potential end of the government shutdown, with eight Democrats crossing the aisle to vote with Republicans. The NASDAQ experienced a significant rally, recovering losses from the previous week's downturn. Various market sectors' performances are analyzed, including the notable decline in consumer staples and defensive sectors. Key public policy updates include the Senate's vote to end the shutdown, a proposed 50-year mortgage backed by the government, and potential equity stakes by Fannie and Freddie in tech companies. President Trump's suggestion of a $2,000 stimulus check and significant job cuts in October are also covered. The episode concludes with insights from the Bahnsen Group's offsite and upcoming speaking engagements. 00:00 Introduction and Government Shutdown Update 01:15 Market Rally and Sector Performance 03:03 Earnings and Market Disparities 05:36 Senate Vote and Public Policy 08:54 Supreme Court and Tariffs 10:28 Housing and Mortgage Updates 11:55 Economic Indicators and Fed Outlook 16:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

HOST: Mark Longo, The Options Insider Media Group CO-HOST: Mike Tosaw, St. Charles Wealth Management CO-HOST: Andrew Giovinazzi, The Option Pit   This week, the All-Star panel is stunned by the Big Tech and AI momentum that's pushing stocks to absurd levels. Andrew "Rock Lobster" Giovinazzi uses an analogy from The Producers to describe the ridiculous, runaway success of the "Mag 7" and the OpenAI frenzy. Is this a guaranteed flop, or are investors destined to be unexpectedly rich? Inside the Block: The Big Tech/AI Metaphor: Why the surprising, explosive rally in tech reminds us of a famous, satirical Broadway flop. Shocking Moves: "Uncle" Mike Tosaw details why he has sold 95% of his long-held silver exposure—a truly historic moment! Odd Block: We break down the unusual order flow in a few newcomers, including high-flying biotech KNSA and semi-related AMKR. Earnings Blitz: A massive week ahead with Uber, Spotify, AMD, and more—plus, a look at the wild vol priced into HIMS and PLTR.

Paul Eitelman thinks that solid earnings will keep layoffs low and support the consumer. He thinks businesses are going to get more trade clarity soon, which will support dealmaking and corporate confidence. Despite the market at highs, he thinks this is an “underloved” rally and says investors should stay in stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

HOST: Mark Longo, The Options Insider Media Group CO-HOST: Mike Tosaw, St. Charles Wealth Management CO-HOST: Andrew Giovinazzi, The Option Pit   This week, the All-Star panel is stunned by the Big Tech and AI momentum that's pushing stocks to absurd levels. Andrew "Rock Lobster" Giovinazzi uses an analogy from The Producers to describe the ridiculous, runaway success of the "Mag 7" and the OpenAI frenzy. Is this a guaranteed flop, or are investors destined to be unexpectedly rich? Inside the Block: The Big Tech/AI Metaphor: Why the surprising, explosive rally in tech reminds us of a famous, satirical Broadway flop. Shocking Moves: "Uncle" Mike Tosaw details why he has sold 95% of his long-held silver exposure—a truly historic moment! Odd Block: We break down the unusual order flow in a few newcomers, including high-flying biotech KNSA and semi-related AMKR. Earnings Blitz: A massive week ahead with Uber, Spotify, AMD, and more—plus, a look at the wild vol priced into HIMS and PLTR.

The UK economy presented a nuanced picture last week, with signs of stability tempered by persistent structural challenges. Inflation held steady at 3.8% year-on-year, below forecasts, fuelling speculation of a Bank of England (“BoE”) rate cut in December, with futures now pricing a 75% probability. However BoE officials remained cautious as Governor Andrew Bailey highlighted Brexit's drag on growth, while Monetary Policy Committee member Megan Greene resisted quarterly cuts. Economic data were mixed, with the Purchasing Managers' Index rising to a two-month high (51.1) and retail sales surprising positively, while borrowing hit a five-year peak and construction activity reached an 11-year low. Consumer sentiment improved slightly, but UK public inflation expectations over the next 12 months climbed to 4.2%, underscoring the BoE's delicate balancing act...Stocks featured:London Stock Exchange Group, Rentolkil Initial and FresnilloTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing current valuations, she says the "conditions" not the "level" is what matters most. Cameron says valuations could "levitate to nose-bleed levels" if earnings continue to beat and markets continue to surge. However, she does caution investors on some frothy signs of sentiment starting to bubble up, pointing to put/call activity in the options market. Cameron says the bond market might be pricing in a more "dire growth outlook."======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

This week, host Joann Spadigam and guests explore a change in the fortunes of fixed-income assets, led by gilts and comments from the Bank of England on monetary policy. They also delve into the political landscape in France, highlighting the challenges faced by the new government during the budget season. Plus ça change. Finally, they address the supply-demand dynamics in European markets, emphasising the role of overseas buyers and the concerns regarding duration mismatch in bond issuance.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 16 October 2025, and captions are automatically generated.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

The Nifty closed at 25,709, up 0.79%, driven by strong buying in heavyweights like Reliance Industries and leading banks. With at least seven major banks set to release Q2 results tomorrow, traders are gearing up for a day that could define near-term sentiment.But the question remains—will earnings momentum keep the rally alive or trigger some profit booking?In this episode, Sanket Bendre breaks down the triggers behind today's upmove, what to watch ahead of the banking results, and why market tone could shift rapidly in the next session.

The Nifty closed at 25,709, up 0.79%, driven by strong buying in heavyweights like Reliance Industries and leading banks. With at least seven major banks set to release Q2 results tomorrow, traders are gearing up for a day that could define near-term sentiment.But the question remains—will earnings momentum keep the rally alive or trigger some profit booking?In this episode, Sanket Bendre breaks down the triggers behind today's upmove, what to watch ahead of the banking results, and why market tone could shift rapidly in the next session.

The Nifty closed at 25,709, up 0.79%, driven by strong buying in heavyweights like Reliance Industries and leading banks. With at least seven major banks set to release Q2 results tomorrow, traders are gearing up for a day that could define near-term sentiment.But the question remains—will earnings momentum keep the rally alive or trigger some profit booking?In this episode, Sanket Bendre breaks down the triggers behind today's upmove, what to watch ahead of the banking results, and why market tone could shift rapidly in the next session.

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi unpack the paradox facing investors today: tight corporate credit spreads against the backdrop of historically high bond yields. They explore how this dynamic is reshaping opportunities across global debt markets, the shifting balance of risk between governments and corporates, and what it all means for returns. The discussion also delves into September's market rally, Australia's inflation outlook, and how population growth and housing trends could shape the nation's economic future. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.  

In this October's Trending Report, Kevin Roskam breaks down why sticking to a disciplined, unemotional investment strategy continues to pay off—especially when the headlines say otherwise. Despite September's reputation as a historically weak month for the markets, the S&P 500 gained 3.5%, showing once again that trends—not feelings—drive results. Kevin dives into what fueled the rally, from the Fed's rate cut to tech sector strength, and explores how theme-based investing—like AI, automation, and clean energy—is shaping market momentum. He also reminds us that long-term success may involve tuning out political noise and short-term emotions. Tune in for key takeaways, market charts, and insights designed to help you stay focused on the data—not the drama. The Trending Report is a monthly commentary series that explores topical trends taking place within the current market and economy. It aims to provide clarity and encourage Advisors and Investors as they navigate and make sense of current market conditions.  The ongoing battle between short term emotions and the commitment to long term investing is real. This series seeks to help Advisors and Investors focus their energy on long term success. Hosted and published by the investment professionals at USA Financial, each episode offers valuable commentary and analysis into various economic factors and market movements. By tuning in, our host breaks down complex topics into easy-to-understand information. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/  https://www.facebook.com/usafinancial/  https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Federal Reserve Chair Jerome Powell signaled the US central bank is on track to deliver another quarter-point interest-rate cut later this month, even as a government shutdown significantly reduces its read on the economy. (2) US President Donald Trump said he might stop trade in cooking oil with China, injecting fresh tensions into the relationship between the world’s two largest economies. (3) JPMorgan Chase CEO Jamie Dimon sounded warnings on the potential for a deterioration in credit quality, a cautionary note that put a damper on the firm’s surge in trading and investment-banking revenue. (4) ASML’s orders beat analyst expectations in the third quarter, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into artificial intelligence infrastructure. (5) Prime Minister Sebastien Lecornu won the crucial support of the Socialist Party in France’s National Assembly, significantly improving the chances of his new government surviving two no-confidence votes Thursday. (6) Bank of England Governor Andrew Bailey raised concerns about the UK economy running “under potential” and a softening jobs market, as Chancellor of the Exchequer Rachel Reeves flew to Washington to make her growth pitch to investors. Podcast Conversation: The Best New Hotel in London Fixes What’s Wrong With LuxurySee omnystudio.com/listener for privacy information.

The Nifty ended the session at 25,323, up 0.71%, as optimism returned to Dalal Street. Hopes of a US Fed rate cut and signs of a potential India–US trade deal reignited buying interest across key sectors.But can this momentum hold as global negotiations unfold?In this episode, Sanket Bendre breaks down what's driving the rally, how policy cues are shaping investor sentiment, and why Power Mech Projects could be the dark horse to watch in the coming days.

The Nifty ended the session at 25,323, up 0.71%, as optimism returned to Dalal Street. Hopes of a US Fed rate cut and signs of a potential India–US trade deal reignited buying interest across key sectors.But can this momentum hold as global negotiations unfold?In this episode, Sanket Bendre breaks down what's driving the rally, how policy cues are shaping investor sentiment, and why Power Mech Projects could be the dark horse to watch in the coming days.

The Nifty ended the session at 25,323, up 0.71%, as optimism returned to Dalal Street. Hopes of a US Fed rate cut and signs of a potential India–US trade deal reignited buying interest across key sectors.But can this momentum hold as global negotiations unfold?In this episode, Sanket Bendre breaks down what's driving the rally, how policy cues are shaping investor sentiment, and why Power Mech Projects could be the dark horse to watch in the coming days.

Tudor Investment Corporation's Paul Tudor Jones tells Bloomberg's Matthew Miller that if AI is a bubble, its a historically small one. He sees concentration risk everywhere and expects to find the NASDAQ substantially higher by the end of the year.Bloomberg sponsors Pick-a-Ticker, a fundraiser for Robin Hood which was founded by Paul Tudor Jones.See omnystudio.com/listener for privacy information.

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

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to OpenAI in tranches. And, Micron (MU) begins Monday's action with an upgrade at Morgan Stanley and a new price target to $220.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ryan Detrick covers the big picture – and he wouldn't be surprised if the government shutdown lasts into November. He expects “a couple more” Fed rate cuts this year and looks ahead to who could replace Jerome Powell next May. He's sticking with large caps over small caps and growth over value, saying he's not going to change his strategy now.======== 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

Josh Young, Portfolio Manager at Bison Interests, stops by the Energy News Beat and Energy Impacts Podcasts with Stu Turley and David Blackmon for an in-depth look at the global oil and gas financial markets. In this powerful discussion, the trio dives into the latest developments shaping the energy landscape, from OPEC+ production strategies and Russia's role in global supply, to California's refinery challenges and the growing demand for natural gas driven by AI and data centers.Josh also shares valuable insights from his work at Bison Interests and Bison Insights Substack, exploring investment trends, ESG's real impact on the energy sector, and what the future could hold for oil and gas prices. Whether you're an investor, energy professional, or just someone wanting to understand the forces behind the markets, this episode offers a sharp, candid look at what's next for the global energy economy.Highlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic Insights

This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.Thank you, Josh, for your great industry leadership! - StuHighlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia's Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic InsightsFull Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

As the Toronto Blue Jays clinched their division yesterday, their owner was plotting how they're gonna create one of the largest sports empires in the world. Bring up the stock market and Nvidia is sure to be mentioned, but the hottest companies of the year are actually a lot more old-school: 1970s-era hard-drive makers.

Fed Chairman Jerome Powell's recent comments on the labor market, asset values, and risks have sparked a reaction in the markets. Alonso Munoz believes Powell's tone was "a little bit dovish" and that the Fed is likely to prioritize the health and strength of the labor market. Munoz sees room for the market to run despite Powell's valuation concerns and expects a potential rate cut in October. Munoz recommends a cautious approach, focusing on sectors like technology, particularly AI-driven names like Nvidia (NVDA), Oracle (ORCL), and Tesla (TSLA), which he believes are still in the early innings of their growth cycles.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

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Joseph Shaposhnik says the fundamentals for a higher market run remain in place. That rally will continue to be led by A.I., according to Joseph, particularly by companies he believes show longevity if A.I. supply catches up to demand. He sees Microsoft (MSFT) as the strongest name in the Mag 7 and Broadcom (AVGO) having "multiple years of growth ahead." Joseph adds that markets will experience a "super cycle" of defense and highlights stocks to watch in the industry.======== 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

Jay Woods joins Diane King Hall at the NYSE set to kick off the new week of trading. On the heels of Friday's market movement after the latest jobs report, he believes this is still one of the "most hated" rallies in the market. Looking ahead to this week, he's watching the CPI print. He wants to see mortgage rates come down, and is closely watching treasury yields as an indicator. In terms of the biggest potential market moving events, Jay is looking for more clarity on tariff policy.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Damien Dwin says the market's rally after Jerome Powell's Jackson Hole speech may be premature. While a rate cut could bring relief to consumers and help the government with its debt, Dwin believes adding more liquidity to the system could be unhelpful given high asset prices and too much money chasing too few opportunities.======== 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

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. […]

Gavin Newsom's call for violence, Market Rally, Brian Kohberger, Danno, Frost has entered into our forecast, Target Corp, Rob from The Bears Den, remembering Lew Latto, Walmart, the Keewatin mayor, Chip Talk, commercial truck visa scrutiny, alligator alcatraz, and we played Taps...See omnystudio.com/listener for privacy information.

Market Rally and Economic Indicators: August 12th Update In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has led to increased expectations for the Federal Reserve to lower interest rates. Sitel also discusses predictions for future rate cuts, the upcoming Jackson Hole symposium, and the anticipated September non-farm payroll report. Additionally, recession odds have decreased significantly, now less than 20%. Finally, a better-than-expected small business optimism survey is highlighted. 00:00 Introduction and Market Overview 00:55 Inflation and CPI Data Analysis 01:36 Federal Reserve and Interest Rate Predictions 02:43 Upcoming Economic Reports and Market Sentiment 03:04 Recession Odds and Data Sources 04:16 Small Business Optimism and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines waiting to deploy cash — which will ramp markets higher once they do. Eddie says that could happen in fourth quarter into 2026. As for his top picks, Eddie sees promise in small caps through the iShares Russell 2000 ETF (IWM), the SPDR S&P Homebuilders ETF (XHB), and Amazon (AMZN).======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, talks to John about today’s market rally, the Trump v. Jerome Powell feud, why he thinks interest rates should be lower, why Powell might be hesitant to lower rates, his thoughts on the trade deals and what that could mean for the market, the rotation into the […]

Ed Siddell is bullish long-term, calling the U.S./China deal the “greatest possible deal.” He discusses other announced deals, including with Japan, saying the chips are “beginning to fall as everyone hoped they would.” As for a rally, he thinks “this is just the beginning.” His stock picks now include Alphabet (GOOGL), Celestica (CLS), Microsoft (MSFT), the finance sector, and small caps.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Send us a textNVIDIA's surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.Jenny Rae and Namaan break down why NVIDIA's China comeback matters for investors and how U.S. policy is shaping global chip strategy.They also explore what rising inflation could mean for Fed decisions ahead. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInReal Talk About MarketingAn Acxiom podcast where we discuss marketing made better, bringing you real...Listen on: Apple Podcasts SpotifyConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Alex Coffey dissects the "hated" market rally as investors weigh potential negative macroeconomic headlines versus the market performance surging to new all-time highs so far in 2025. He provides technical details on the S&P 500 (SPX) chart, with several studies revealing continued bullish trends. Alex says a "little bit of a correction" might have been due, but overall the volatility has come down over the past 3 months.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Eric Diton says the market's second-quarter rally isn't a surprise, given President Trump's history of negotiating big and then compromising. Diton notes that despite strong jobs data, he's more concerned about the long-term impact of automation on the labor market, citing Ford CEO Jim Farley's prediction that half of all white-collar jobs could be replaced by A.I. While Diton is cautious on the S&P 500 in the short term due to high sentiment and valuation, he remains bullish on international and emerging market stocks, which he believes are undervalued and poised for a rebound.======== 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/

This week, we dive into Trump's “One Big Beautiful Bill,” a sweeping piece of legislation packed with bold promises: historically large tax cuts, rising wages, lower spending, tougher border security, and protections for Medicaid. We unpack what's actually in the bill—and how it could affect your paycheck, your benefits, and the broader economy.Over the weekend, the U.S. launched an aerial strike on three major nuclear sites in Iran. You'd expect markets to panic, right? Instead, stocks rose. We examine why investors seem to shrug off geopolitical risks, what drives this kind of market resilience, and what it signals about sentiment today.Mid-year is the perfect time for a financial checkup. In this segment, we walk through what you should be reviewing with your adviser now: spending, saving, taxes, investments, and any significant life changes. Plus, we outline smart moves you can still make in the second half of the year to stay on track or get ahead.And finally, we tackle a familiar frustration: buying a car. Why is the process still so painful? Why does it take all day? And in a digital age where you can mortgage a home or order dinner in minutes, why hasn't anyone cracked the code on car buying? We break down the hidden friction points—and how you can navigate them with less stress.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — June 28, 2025  |  Season 39, Episode 26Timestamps and Chapters5:44: Big Promises, Bigger Price Tags: Inside Trump's Tax Plan25:09: Markets Rally on Missiles? Geopolitics vs. Wall Street37:00: Midyear Gut Check: Your Money, Your Move45:18: The Car-Buying Headache: Why It's Still a HassleFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on Twitter: http://twitter.com/geraldcelente Follow Gerald Celente on Facebook: http://facebook.com/gcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Copyright © 2025 Trends Research Institute. All rights reserved.

Is the Fed setting the stage for another policy blunder? As inflation pressures linger and economic growth slows, Lance Roberts & Michael Lebowitz break down the risks of the central bank's next move—and what it could mean for your money on this morning's episode of #TheRealInvestmentShow. The Market Rally is ON, yet oil prices are telling a different story about the economy. President Trump could be picking a successor to Fed Chairman Jerome Powell sooner than later. Lance and Michael expose the Fed's political "independance," and it's proclivity for financial socialism. The Fed is always late...and always wrong. The true role of the Fed is to protect its member banks. Jerome Powell doesn't mind being late. The ill-fated push to lower bank's minimum reserve requirements. Again. (Did we not learn from the past?) SEG-1: Vacation Prelude - The Rally is On SEG-2: The Folly of the Fed & Financial Socialism SEG-3: Economic Data Shows Weaking - Will the Fed be too late? SEG-4: The Fed is Always Wrong 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=U8wHxhOOWMQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here: https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bulls Are Back in Town," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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 #BullishMarket #OilPrices #Tariffs #FederalReserve #InterestRates #InflationOutlook #RecessionRisk #FedMistake #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #MarketRally #BullishMarket #OilPrices #Tariffs #IranIsraelConflict #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Is the Fed setting the stage for another policy blunder?  As inflation pressures linger and economic growth slows, Lance Roberts & Michael Lebowitz break down the risks of the central bank's next move—and what it could mean for your money on this morning's episode of #TheRealInvestmentShow. The Market Rally is ON, yet oil prices are telling a different story about the economy. President Trump could be picking a successor to Fed Chairman Jerome Powell sooner than later. Lance and Michael expose the Fed's political "independance," and it's proclivity for financial socialism. The Fed is always late...and always wrong. The true role of the Fed is to protect its member banks. Jerome Powell doesn't mind being late. The ill-fated push to lower bank's minimum reserve requirements. Again. (Did we not learn from the past?) SEG-1: Vacation Prelude - The Rally is On SEG-2: The Folly of the Fed & Financial Socialism SEG-3: Economic Data Shows Weaking - Will the Fed be too late? SEG-4: The Fed is Always Wrong 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=U8wHxhOOWMQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here:  https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bulls Are Back in Town," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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 #BullishMarket #OilPrices #Tariffs #FederalReserve #InterestRates #InflationOutlook #RecessionRisk #FedMistake #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #MarketRally #BullishMarket #OilPrices #Tariffs #IranIsraelConflict #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Stocks kicking off the week in the green, as investors digest the latest from the Israel-Iran conflict. The names seeing the biggest moves, and if it will be the Mag7 or Legacy tech stocks that lead the market higher. Plus A biotech beatdown, as shares of Sarepta Therapeutics get hit. The headlines hitting that name, and where one top healthcare analyst sees the biotech and pharma space heading next.Fast Money Disclaimer

Today's Post - https://bahnsen.co/44RFWIg Tuesday Special: Market Recap and Policy Updates In this special Tuesday edition of Dividend Cafe, we cover key market movements from Memorial Day, including a notable rise in stock market indices and a drop in bond yields. Discussion includes the impact of the president's tariff announcements on market performance, current bond market trends, and developments in durable goods orders and housing sales. The episode also touches on public policy changes, such as the reversal on the acquisition of US Steel by Nippon Steel and potential re-privatization of Fannie Mae and Freddie Mac. Finally, a preview of upcoming topics is provided, including plans for addressing the national debt. 00:00 Introduction and Memorial Day Market Closure 00:47 Bond Yields and Market Movements 01:54 Credit Spreads and Economic Indicators 02:57 Market Rally and Tariff Announcements 04:04 US Steel Acquisition and China Negotiations 05:24 Geopolitical Dynamics and Durable Goods Orders 06:56 Housing Market Trends and Policy Changes 08:15 Bank Capital Requirements and Treasury Holdings 08:55 Dividend Growth and Investment Strategies 09:43 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Tim, Phil, & Ian are joined by Kory Yeshua to discuss Trump increasing China tariffs to 125%, Democrats claiming Trump caved on global tariffs, New Mexico activating the National Guard to help deal with out-of-control crime, and GiveSendGo under fire for refusing to take down fundraiser for accused killer Karmelo Anthony. Hosts: Tim @Timcast (everywhere) Phil @PhilThatRemains (X) Ian @IanCrossland (everywhere) Serge @SergeDotCom (everywhere) Guest: Kory Yeshua @KoryYeshua (X) Learn more about your ad choices. Visit megaphone.fm/adchoices