Podcasts about market volatility

Trying to jump in and out of the market can quietly do more damage than most investors realize. On this episode, Kevin Madden breaks down why “time in the market” matters more than timing it, and how volatility can derail income during retirement. The conversation explores alternative income strategies, guaranteed cash‑flow options, interest‑rate shifts, and why relying solely on withdrawals can create unnecessary risk. Real‑world examples show how planning for income, taxes, and inflation can change the retirement picture and create steadier financial footing. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Goldman Sachs International Co-CEO's Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode was recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 100 Most Influential Women on Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recording date: 11th March 2026Samuel Pelaez and Derek Macpherson of Olive Resource Capital recently discussed their strategic response to significant changes in the Arizona Sonoran Copper acquisition by Hudbay Minerals. The all-share transaction, announced at a $9.35 per share equivalent value, has declined to approximately $7.56 following broader market volatility triggered by Middle East geopolitical tensions.The sharp decline stems from systematic deleveraging across financial markets. Macro hedge funds operating on leverage faced forced position reductions as volatility increased, creating indiscriminate selling pressure across asset classes regardless of individual company fundamentals. This market-wide movement particularly affected industrial sectors and copper producers, driving down Hudbay's stock price and consequently reducing the value of their offer to Arizona Sonoran shareholders by nearly 20%.Rather than exiting the position as conventional wisdom might suggest following a merger announcement, Olive Resource Capital made the counterintuitive decision to increase their holdings. Their rationale centers on dual benefits: continued copper market exposure through the Hudbay share ratio, combined with a low but notable probability of a superior competing bid emerging. The firm estimates less than 10% odds of an alternative offer, which Pelaez characterizes as surprisingly high for friendly transactions.The unusually tight merger arbitrage spread, trading within 1% of transaction value, provides key supporting evidence. This tight spread suggests market participants are pricing some probability of alternative bids rather than treating the Hudbay transaction as certain. The deteriorated deal economics create plausible scenarios where cash bids previously deemed insufficient could now represent superior value. A hypothetical $8.50 cash offer that appeared unattractive compared to the original $9.35 consideration now looks competitive against the current $7.56 equivalent.This decision also reflects broader portfolio constraints. Olive Resource Capital seeks increased copper developer exposure as the next commodity bull market leg following gold, but faces limited high-conviction opportunities. The scarcity of quality copper development projects makes maintaining strategic sector allocation through Arizona Sonoran sensible despite the changed investment thesis post-announcement.Sign up for Crux Investor: https://cruxinvestor.com

What happens when world events ignite sudden market chaos—and is your retirement plan ready to hold steady? Join Kyle Jones and Matt Allgaier as they pull back the curtain on how conflict, oil prices, and headline shocks ripple through the markets and your investments. Discover practical ways to gauge your risk tolerance, questions every advisor should answer, and how an overlooked portfolio “litmus test” could reveal surprising cracks in your financial defenses. Don't miss the unseen threats and critical conversations that could define your next financial crossroads.Join Matthew Allgeyer and Kyle Jones as they dive into the crucial issues shaping your retirement. In this episode of Your Retirement Highway, our hosts discuss a key retirement topic, sharing expert advice, actionable strategies, and experiences that matter. From taxes and Social Security to long-term care and market volatility, they cover what you need to know to chart your retirement course with clarity and confidence.

On this episode: Should you be backing off your risk in this crazy market? Haven’t saved enough? Maybe you can double your savings in retirement. What works better: Paying taxes now on your 401(k) or pay taxes later? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Summary: This episode explores the impact of geopolitical conflicts, particularly in the Middle East, on financial markets. It covers market reactions, historical patterns, and investment strategies during times of volatility, providing valuable insights for investors and financial planners.Hashtags: market volatility, geopolitical risk,investment strategies, Middle East conflict, financial markets, economic impact, market analysis, investment opportunitiesChapters00:00 Introduction and episode overview00:47 The dynamic nature of geopolitical conflicts01:33 Market reactions to conflicts and historical patterns03:40 The 5% of extended conflicts and disruptions04:32 Market trends leading up to conflicts in 202206:29 Range-bound markets and their significance07:49 Market volatility and daily fluctuations09:33 Rotation from large to smaller companies11:28 Technical analysis of current market range13:20 The opportunity within market volatility15:36 Quotes on market volatility and investor mindset18:53 Historical perspective on market reactions to conflicts23:41 Long-term investment strategies during conflicts30:19 Economic implications and future outlook⁠https://retirementlifestyleshow.com/⁠⁠⁠ ⁠⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠⁠ ⁠⁠⁠https://twitter.com/RoshanLoungani⁠⁠⁠ ⁠⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Segment 1: Faron Daugs, CFP, Founder and CEO, Harrison Wallace Financial Group, joins John to talk about the war in Iran and how it’s impacting the economy and stock market, what the Fed will do with interest rates, and what he’s telling his clients right now. Segment 2: Carl Prouty, “The Technologist” at Abt Electronics in Glenview, talks to […]

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Topics Include Suez Canal  Currency fluctuations, especially the Brazilian real and US dollar Brazilian domestic policy and its effect on coffee exports Market volatility driven by geopolitical and logistical factors Tariff refunds Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Market volatility is “all part of the process,” says John Buckingham, telling investors to pay attention to the prices they're paying for stocks. “We like what we've been seeing in this market.” He argues value stocks perform well during inflationary times; the only thing that worries him is a recession. As a stock picker, he says this year has been successful, highlighting AI names like Adobe (ADBE), Cisco (CSCO) and NetApp (NTAP), and financials like JPMorgan (JPM) or Goldman Sachs (GS).======== 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

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Every time markets get volatile, the same questions start pouring in: What should I trade? What should I move today? Where is the market going tomorrow?Turn on financial TV and the “experts” will happily tell you exactly what to do — predicting where oil, stocks, or the market will be by the end of the day. The problem? Nobody ever holds them accountable when they're wrong.In this episode, we break down the real principle most investors ignore: wealth is built through discipline, not shortcuts.We explain:• Why trying to trade daily market moves is a losing strategy• The dangerous mindset that leads investors to take unnecessary risks• Why financial preparation matters more than market predictions• How volatility creates opportunities for long-term investors• The math most investors forget: why big losses are so hard to recover from• And why chasing quick gains often leads to a destructive spiral of bigger losses

It's great to be able to predict what will happen next in volatile markets. But what if you didn't need to know in the first place? Jay Woods, chief market strategist at Freedom Capital Markets and a professor of technical analysis at Fordham University, explains how to handle volatility and navigate changing headlines. He also takes a look at stocks like IGV, ORCL and the Magnificent 7. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marc Cox opens Hour 2 with a recap of overnight storms in the St. Louis area, including tornado warnings, structural damage, and power outages, before moving to U.S.-Iran tensions and government shutdown frustrations. Lucas Tomlinson reports live from Dubai on Iranian drone and missile attacks, detailing local impacts, oil market volatility, and air defense efforts. Jennifer Scordo covers business news, gas price spikes, AI developments, and travel opportunities, while the “In Other News” segment highlights volcanic eruptions in Hawaii, Guinness World Records, UK wife-carrying contests, viral TikTok lawsuits, and a Longhorn brawl. The hour blends breaking news, international conflict, business insight, and lighthearted viral stories. Hashtags: #SevereWeather #DubaiConflict #LucasTomlinson #JenniferScordo #BusinessNews #OilMarket #ViralStories #MarkCoxMorningShow

Lyle Fitterer discusses the broad market, noting that the war in Iran has pushed back expectations for a Fed rate cut to the fall at earliest. He thinks the yield curve will steepen based on this, although it's relatively flat right now. Lyle shares where he sees opportunities in fixed-income, advising high-quality and conservative positioning. “We're probably past peak credit,” he adds, and covers why he doesn't think investors should look for hyperscaler access in this sector.======== 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

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The International Energy Agency is proposing a release of emergency oil reserves, according to a person with knowledge of the matter, as governments seek to contain a spike in energy prices driven by the Middle East war. It was not immediately clear whether the IEA proposal was formal and included specific amounts for member nations. While countries have so far agreed in principle to inject more oil into the market if needed, it is not evident that all believe that the situation is yet urgent enough to make that move. The person, who asked not to be named because discussions are not public, did not provide a figure. The Group of Seven nations said on Wednesday that they supported, in principle, “proactive measures” including the release of strategic reserves, though they did not provide details on the scale of a potential intervention. 2) Energy markets whipsawed for a second consecutive day as investors raced to interpret rapidly shifting comments from the Trump administration over the war in Iran. Oil prices plummeted after Energy Secretary Chris Wright erroneously posted — and then deleted — a message that the US Navy had escorted an oil tanker through the Strait of Hormuz. White House Press Secretary Karoline Leavitt subsequently conceded no such operation had occurred, while adding the US military was “drawing up additional options” to address any attempt by Iran to constrain trade through the vital artery. Later Tuesday, President Trump posted his own flurry of messages on social media. First, he insisted the US had “no reports” of mines being placed, but then urged Iranian forces to remove any explosives they may have laid. 3) Oracle Corp. shares gained in extended trading after the company posted strong results and gave an outlook that suggested there is little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business increased 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster jump than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The company is working to deliver on massive cloud infrastructure contracts with customers like OpenAI and Meta Platforms Inc. Known for its namesake database software, Oracle has found success with its cloud business by providing chip-filled data centers and other equipment for training and deploying AI models.See omnystudio.com/listener for privacy information.

Time Stamps ⏰8:00 Trading Tip of the Week15:00 JPMorgan Stock Warning22:00 How to Profit from Market Volatility?28:00 3 Ways to Get Rich During a War39:00 Market Manipulation in the Oil Market?56:00 Will Oil Get to $200?1:01:00 Trading Oil1:09:00 Time to Buy MU?1:22:00 Is the Market Propped Up?1:35:00 Eli Lilly Stock Outlook1:38:00 Is This a Buying Opportunity?1:45:00 Hedge for InvestorsIn this episode of Market Mondays, we break down JPMorgan's warning that the S&P 500 could fall 10% as tensions with Iran rise and oil prices surge. The team discusses whether the oil market is being manipulated, if prices could reach $200 per barrel, and how investors can profit from extreme market volatility.We also explore strategies for navigating a potential war economy, including whether energy stocks, refiners, or shipping companies may be better plays than trading oil futures. The conversation dives into whether the U.S. market is being propped up by liquidity, if this moment is actually a buying opportunity, and where the next financial crisis could come from.Plus, we analyze key stocks like Boston Scientific ($BSX) and Hims & Hers Health ($HIMS), discuss trading the VIX, BlackRock restricting withdrawals, and reveal the one asset we're most confident in over the next 6–12 months.#MarketMondays #Investing #Stocks #Oil #Finance #Trading #StockMarket #WealthBuildingSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

### 1. Elizabeth Peak: Global Oil Market Resilience Elizabeth Peak discusses the global oil market's resilience despite the Strait of Hormuz blockage. She emphasizes high US production and predicts that market volatility is short-term because global supply remains sufficient to meet demand. (2)1907 TEHRAN

The Hidden Lightness with Jimmy Hinton – When geopolitical tensions escalate into war, the immediate reaction is almost always the same: volatility. Markets fall sharply, investors panic, and many people begin asking the same frightening question: Could my retirement account go to zero? The most important takeaway for everyday Americans is simple: short-term market turmoil does not...

Oil market volatility caused by war in the Middle East is already fueling price hikes beyond the petrol pump. Air Zealand raised its fares today and said if the conflict leads to continued elevated jet fuel costs it may have to take further pricing action and adjust its network schedule. Meanwhile Air Chathams said added costs mean an extra $140,000 a month in expenses. Associate Energy Minister & Regional Development Minister Shane Jones spoke to Lisa Owen.

Global headlines are colliding with markets—from geopolitical tension to rising oil and shifting labor trends. In this episode of the Money Matters Podcast, Wes Moss and Connor Miller break down what's driving volatility and what investors may want to understand when evaluating long-term portfolio strategy. • Evaluate how geopolitical tensions and global conflict headlines may influence market volatility and investor sentiment. • Interpret the recent drop in the Dow, rising oil prices, and weaker jobs data to understand how multiple economic pressures can converge. • Analyze why the Strait of Hormuz remains a critical energy chokepoint and how oil supply disruptions may ripple through inflation and markets. • Review more than a century of historical market behavior following geopolitical conflicts to frame today's headlines in context. • Assess how inflation, interest rates, and energy prices interact—and how those forces may influence Federal Reserve decisions. • Examine labor market shifts, layoffs, and the evolving role of artificial intelligence in the global workforce. • Clarify the narratives around the U.S. dollar, gold, and global currencies when evaluating claims of “de-dollarization.” • Recognize why diversification, disciplined investing, and understanding what you own may remain central to long-term portfolio construction. Listen and subscribe to the Money Matters Podcast for context on today's market headlines and the broader forces shaping investing decisions.

Market swings grab headlines, but retirement income doesn’t have to ride every twist and turn. Kevin Madden breaks down why growth and income serve different roles and how diversification goes beyond stocks and bonds. Using real-world examples, the conversation explores combining market-based growth with income sources designed for consistency, plus why timing matters less than structure when you’re nearing or in retirement. It’s a practical look at cash flow, comfort, and building a plan that fits how you actually live. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

The latest on financial market volatility on the back of spiking oil prices as Air New Zealand suspends its earning guidance. Business commentator, NBR journalist Nicholas Pointon, also discusses Forsyth Barr's commentary it is the best reporting season since 2022.

As war in the middle east continues, the markets are reacting poorly to the ongoing instability across the world. CBS News business analyst Jill Schlesinger shares insight on what this means for wall street and your money.

When oil prices spike nearly 30% in a matter of days and a weak jobs report hits on the same Friday, the word on every investor’s mind is stagflation. On this episode of The Financial Hour of the Tom Dupree Show, host Tom Dupree, James Dupree, and Mike Johnson break down how the Middle East conflict is rippling through oil markets, what it means for interest rates and inflation, and why personalized investment management matters more than ever when volatility takes center stage. Whether you’re thinking about retirement or already drawing income from your portfolio, the current environment is a powerful reminder that how your money is managed — and who manages it — can make the difference between weathering the storm and watching your principal erode. How the Middle East Conflict Is Driving Oil Prices and Market Turbulence The most immediate market impact from the conflict between Israel, the U.S., and Iran has been felt in energy prices. West Texas Intermediate (WTI) crude surged from roughly $72 per barrel to touch $92, according to data tracked by the U.S. Energy Information Administration — a move of nearly 30% in just days. Mike Johnson explained the supply dynamics at play: “Kuwait — they’re cutting oil production. And this is because the Strait of Hormuz is cut off for all practical purposes. These big producers are running out of storage for the oil. They’re essentially closing up the wells.” The Strait of Hormuz handles approximately one-fifth of all global oil shipments daily. With roughly 90 million barrels of crude produced worldwide each day, shutting down that corridor has massive supply implications. Tom Dupree noted the physical challenge: “What keeps an oil well going is the oil flowing through all the little capillaries. When that gets turned off, it starts to sludge up.” Restarting shut-in wells can take days to weeks, and operators risk losing pressure and production permanently. For those tracking market commentary on gasoline prices, Mike pointed out a critical consumer threshold: “When you get to about $3.50 a gallon, that’s when you start seeing an impact on spending in a more meaningful way. And then $4 is when things start getting much worse in terms of consumer spending.” Stagflation Fears: Why One Jobs Report Has Investors on Edge The Friday jobs report from the Bureau of Labor Statistics came in weaker than expected, and the combination of rising commodity prices with a slowing labor market triggered immediate stagflation concerns across Wall Street. As Mike explained: “The market’s immediate knee-jerk reaction was that terrible S-word — stagflation. If we have a slowing economy with higher commodity prices, you have inflation and a slowing economy.” Tom was quick to add perspective: “One jobs number does not stagflation make. It’s a trend. But the fact that oil’s going up is gonna be considered inflationary, and then you get that jobs report on top of it.” Despite the volatility — with the market opening down 1.5% on Monday before recovering, followed by a sharp Tuesday sell-off — the broader indices showed resilience for the week. Mike observed: “We’ve essentially declared war. You’ve got oil prices up 30%. The market’s only off a little bit for the week. It’s been resilient as a whole.” This kind of choppy, bifurcated market is exactly why a disciplined investment philosophy matters. When risk-on and risk-off signals get scrambled day to day, reactive investors often make the wrong moves at the worst times. AI and the Job Market: Disruption Is Real, But It’s Not All Bad The conversation turned to how artificial intelligence is reshaping the employment landscape and what it means for market sentiment. James Dupree offered a nuanced take on the weak jobs data: “The AI stocks — they don’t really tie that to the economy because AI is going to replace jobs. So it might actually be good if there’s a bad jobs report for those AI stocks.” Mike broke down where the disruption is hitting hardest: “Some of your more tenured and senior workers — they’re benefiting from AI. What it’s impacting are the entry-level jobs. The number crunchers, entry-level analysts — those are the type of things that are able to be AI-ed away.” Tom drew a historical parallel: “AI is obviously the big thing right now. It’s the same way that the dot-com stuff was 20-something years ago. There will be winners and there will be losers, but I happen to believe that AI may actually create jobs because there will be more things that people can do.” For investors, the takeaway is that AI-related stocks occupy a unique space in the current market. James pointed to NVIDIA’s forward P/E ratio of 22 — below the S&P 500’s five-year average of roughly 23 — as evidence that some of the market’s fastest-growing companies are actually reasonably valued despite the broader market looking stretched. Sequence of Returns Risk: The Retirement Danger Most People Don’t See Coming Perhaps the most critical segment of the episode focused on a concept that every person in retirement or thinking about retirement needs to understand: sequence of returns risk. This is the idea that when your returns happen matters just as much as what they average over time — especially when you’re withdrawing money from your portfolio. Mike walked through a clear example: “Let’s say you have a million dollars and you’re drawing 4%, which is $40,000 a year. In the first year, the market goes down by 10% — your million dollars is now $900,000 plus you took out $40,000. So now you’re at $860,000. The next year, another 10% drop — down another $86,000 plus the $40,000 you withdrew. You have to get massive rises in the stock market to get back to even.” He continued: “There comes a point of no return where you’re forced to lower your withdrawal. If a million dollars is now $700,000 and you’re taking out $40,000, that’s now a 5.5% withdrawal rate. It’s negative compounding.” This is one of the core reasons the team at Dupree Financial Group structures retirement portfolios around dividend-paying investments. Tom explained the logic: “Sequence of returns is one reason why we invest for dividends — so that if the sequence of the return is negative, we may not have to be in a position to sell stocks in a down market. We can draw from the dividends.” For anyone approaching retirement or already drawing income, understanding this risk is essential. Resources from FINRA’s investor education center offer additional background on managing withdrawal strategies and retirement income planning. Berkshire Hathaway Under Greg Abel: Culture, Buybacks, and Alignment The episode also covered Berkshire Hathaway’s transition to new leadership under Greg Abel, who took over from Warren Buffett. Abel’s first annual letter to shareholders ran 18 pages — longer than Buffett’s typical letters — and signaled a leadership style rooted in operational detail and cultural preservation. Mike highlighted two significant announcements. First, Berkshire is resuming share buybacks for the first time since May 2024. Second, Abel is investing 100% of his post-tax salary — roughly $15 million per year — into Berkshire stock personally. “It’s all about alignment with shareholders,” Mike said. “It fits the Berkshire culture to a T.” The team also discussed Abel’s emphasis on corporate culture as a lasting competitive advantage. As Abel wrote in his shareholder letter, “Culture is our most treasured asset.” Tom connected that philosophy to Dupree Financial Group’s own approach: “We’ve worked to earn the trust of our clients and we have to keep working to keep that.” Historical Market Returns After Geopolitical Events Mike shared data that puts the current conflict in long-term perspective. Looking at one-year returns following major geopolitical events, the numbers are striking: 11.2% after the Korean War, 27% after the Cuban Missile Crisis, 13% after the Six-Day War, 10% after the Gulf War, nearly 27% after the invasion of Iraq, 19% after the Brexit vote, and 43% in the year following COVID-19. However, Tom added an important caveat for retirees: “What about the 30% drop that came before that? Individuals have to look at sequence of return, not just the long-term averages.” This distinction between how a static portfolio and a retirement portfolio respond to volatility is central to Dupree Financial Group’s investment philosophy — building portfolios of quality, dividend-paying companies in separately managed accounts where each client owns their individual stocks rather than being pooled into a mutual fund. Key Takeaways from This Episode Oil prices have surged nearly 30% due to Strait of Hormuz disruptions, with WTI crude jumping from $72 to $92 per barrel, creating ripple effects across the global economy. Stagflation fears are rising as weak jobs data combines with inflationary energy prices, though one report alone doesn’t confirm a trend. The $3.50 gas price threshold is where consumer spending starts to contract meaningfully — and $4 per gallon is where it gets significantly worse. Sequence of returns risk is more important than average returns for anyone in retirement or approaching it — early losses combined with withdrawals create negative compounding that can be devastating. Dividend investing provides a buffer during market downturns by allowing retirees to draw income without being forced to sell stocks at depressed prices. AI is reshaping the job market, benefiting senior workers while displacing entry-level roles, and creating a unique dynamic for tech stock valuations. Berkshire Hathaway’s Greg Abel is resuming share buybacks and investing his entire post-tax salary in Berkshire stock, signaling strong alignment with shareholders. Diversification across sectors — including energy exposure — helps portfolios weather geopolitical shocks through negative correlation benefits. Frequently Asked Questions How do rising oil prices affect my retirement portfolio? Rising oil prices can trigger inflation, which erodes purchasing power and can hurt broad market returns. However, portfolios with energy sector exposure may benefit from higher commodity prices. The key is having a diversified, actively managed portfolio that can adapt to changing market conditions rather than being locked into a one-size-fits-all approach. What is sequence of returns risk and why does it matter? Sequence of returns risk refers to the danger that poor market returns early in retirement — combined with portfolio withdrawals — can permanently damage your nest egg, even if long-term average returns are positive. A $1 million portfolio losing 10% while withdrawing $40,000 drops to $860,000 in year one, making recovery increasingly difficult. This is why income-focused strategies using dividends can help reduce the need to sell during downturns. Should I be worried about stagflation? One weak jobs report alongside rising oil prices raises the question, but stagflation requires a sustained trend of economic stagnation paired with persistent inflation. The current market has shown resilience despite the volatility. That said, having a portfolio strategy that accounts for inflation protection — through dividend growth stocks and diversified sector exposure — is prudent regardless of the economic outlook. How is AI affecting investment opportunities right now? AI-related stocks are trading somewhat independently from broader economic indicators. Companies like NVIDIA are showing strong earnings growth with forward valuations actually below the S&P 500 average. AI is displacing some entry-level jobs while creating opportunities for more experienced workers, making it a complex but potentially rewarding area for long-term investors. What did Berkshire Hathaway’s new leader announce? Greg Abel, who succeeded Warren Buffett, announced that Berkshire would resume share buybacks and that he would personally invest 100% of his post-tax salary — approximately $15 million annually — into Berkshire stock. His 18-page shareholder letter emphasized operational detail and cultural preservation as his top priorities. Don’t Let Market Noise Derail Your Retirement When oil prices surge, jobs data disappoints, and geopolitical uncertainty dominates the headlines, it’s easy to feel like the ground is shifting beneath your feet. But reactive investing — selling in a panic or chasing the latest trend — is one of the biggest threats to a retirement portfolio. At Dupree Financial Group, every client gets a separately managed account with direct access to their portfolio managers — not an assigned counselor at a call center. Your portfolio is built around your retirement timeline, your income needs, and your risk tolerance, with quality dividend-paying companies that provide income even when markets get choppy. If you don’t know what you own in your portfolio, you need to. Call (859) 233-0400 or schedule your complimentary portfolio review online to find out how a personalized approach could help protect — and grow — your retirement income. Listen to the full episode and explore more market insights on The Financial Hour podcast archive. Hear from clients who’ve made the switch to personalized investment management. Dupree Financial Group is a registered investment advisor (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information provided in this blog post and podcast is for educational purposes only and should not be considered personalized investment advice. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Please consult with a qualified financial professional before making any investment decisions. For more information, please review our firm disclosures on SEC.gov. The post Oil Prices Surge 30%: What Rising Market Volatility Means for Your Retirement Portfolio appeared first on Dupree Financial.

On this episode: Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle. Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy. Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable. Like this episode? Hit that Follow button and never miss an episode!

March 5, 2026 - Zach and Chase delve into the complexities of the current oil market, analyzing its dynamics in relation to geopolitical tensions, particularly focusing on the implications of the situation in Iran. They discuss the potential economic impacts of rising oil prices on various sectors, including technology, and explore investment strategies in a volatile market.

Welcome back to the VRA Investing Podcast! In today's episode, Kip Herriage is here to break down a whirlwind Thursday on Wall Street and share his unique perspective on what's really driving the markets right now. After a quick shoutout to his son Tyler and a nod to his recent appearance with Grant Stinchfield on Real America's Voice, Kip dives into some of the hottest topics affecting investors—from the surprising rise in interest rates during a time of war, to the rotational action in software and tech stocks, and the persistent strength of gold and silver despite today's dip.

Is the market actually crashing, or are we seeing a generational entry point? Hosts Matty A. and Ryan Breedwell break down the geopolitical shockwaves from the Middle East, the "Trump Conflict Playbook," and why smart money is buying the dip while everyone else panics.Key TakeawaysInstitutional Resilience: Despite headlines of a $1 trillion loss, major indices remained within normal volatility ranges. Institutional "smart money" bought back a majority of the midday pullback.Defense Sector Gains: Historically, wartime events involving US munitions and aerospace are positive for the domestic economy. Leading names like Raytheon, Lockheed Martin, Boeing, and Northrop Grumman are positioned for massive government contracts.Real Estate Distress: Commercial loans flagged for foreclosure in Texas topped $800 million for the fourth consecutive month. Roughly 70% of these properties are apartment complexes, signaling a major oversupply in previously "frothy" markets.Rate Cut Timeline: Goldman Sachs maintains that a June rate cut is the base case scenario. Current futures markets price in a 36% chance for June and a 43% chance for July.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

A "goldilocks" ISM services print pulled major indices into green territory on Wednesday. Kevin Green explains why this is the report "you would like to see" as markets struggle in a volatile environment. He notes the jobs front seeing extra support in a private payrolls bump via the ADP employment report. However, KG says "we're not out of the woods yet" with headlines out of Iran poised in impact volatility and energy prices. ======== 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

The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Portfolio.What makes this conversation different is Cullen's dual lens. He thinks like a macro investor, but he builds portfolios like a financial planner. That combination leads to a deeper discussion around matching assets to liabilities, duration, inflation realities, and how advisors should think through long-term construction instead of reacting to headlines.Key Takeaways:• Narrative vs. numbers: Headlines move quickly, but underlying data often tells a steadier story • Sentiment remains dynamic: Investor positioning continues to shift alongside economic signals • Leadership rotation continues: Sector performance reveals subtle changes beneath the surface • Macro themes persist: Growth, inflation, and policy remain central drivers of direction • Perspective matters: Long-term discipline still anchors sound decision-makingCullen Roche is not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:00 - Live Kickoff And Colin's Books2:50 - First Principles Over Financial Noise6:10 - Origins Of Pragmatic Capitalism And QE11:30 - From Anonymous Blogger To Public Voice13:40 - We're Savers, Not Stock Pickers17:53 - Inflation Jitters And Market Divergences23:30 - Diversification Vs Diversification28:20 - Simplicity, Costs, And Portfolio Design32:40 - Behavioral Bias: You Are The Risk38:00 - Macro Claims And What Doesn't Compute44:00 - AI's Disruptive Decentralization50:10 - Labor, Layoffs, And Data You Can Trust55:20 - Small Caps, International, And FactorsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Cullen:• LinkedIn: https://www.linkedin.com/in/cullenroche/ • X: https://x.com/cullenroche Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

How much do you really need to retire—and why do the headlines get it so wrong? Damon Roberts and Matt Deaton break down why generic savings targets create unnecessary fear and overlook the realities of income, spending, and lifestyle. The episode dives into common withdrawal mistakes, market volatility, and the psychology of spending in retirement. Rather than focusing on a magic number, the discussion centers on building confidence through income planning and understanding how money actually works once paychecks stop. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Chapters 01:22 Rob's Morning Coffee and Brain Activation Routine 02:11 First Data Source: Market Screen and Live Feed 03:16 Using Charts for Market Sentiment and Direction 04:45 Monitoring Overnight Market Changes and Pending Grading 05:50 Reading the Crop Report and COT Data for Market Sentiment 06:06 Email and News Digest as Market Indicators 07:06 Skimming Reports and Managing Information Overload 08:21 Using Alerts and External News for Market Fundamentals 09:15 The Value of Bloomberg and Objective Reporting 10:20 Talking to Peers for Perspective and Avoiding Echo Chambers 11:23 Current Events: Tariffs and Legal Decisions Impacting Trade 12:46 Market Outlook: Supply, Demand, and Price Trends 14:25 Brazil Crop Outlook and Producer Strategies 15:08 Market Volatility and Future Contract Expectations 16:11 Upcoming Live Podcast Event in San Diego   Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Geopolitical instability in the Middle East is shaking markets as higher oil prices revive inflation fears and push Treasury yields up. Jason England says the 10-year could move toward the high end of the 4.30% range, with stress already visible in areas like Blackstone's private credit funds. He recommends active fixed-income strategies, cash preservation, and disciplined commodity trend-following until the Fed's policy outlook becomes clearer.======== 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

Tight margins and wild market swings are back in the driver's seat—and producers are feeling it. Recorded at the Central Oklahoma Cattle Conference in Stillwater, Episode 508 features Clay Burtrum (Farm Data Services) walking through why insurance matters even when you hope you never use it. The crew digs into Livestock Risk Protection (LRP) basics, how price protection actually works, and what producers often misunderstand when they start using these tools. On the crop side, Clay outlines the deadlines and decisions that can make or break your coverage—plus how to think about programs like PRF (Pasture, Rangeland, Forage), annual forage, and stacking options without getting lost in the fine print. Bottom line: in a $4 wheat world with 2026 input costs, staying “bankable” means planning ahead and knowing what you bought. Top 10 takeaways Insurance is about staying bankable, not just getting a payout. LRP is price protection, not mortality/disaster coverage—know what it does. Documentation matters (example: “unborn” coverage needs validation like preg-check/bred purchase records). Stocker operators often treat LRP as all-or-nothing because margin risk is concentrated. Cow-calf operations can sometimes phase coverage, spreading risk across calf crop timing. Crop insurance complexity is real—stackable options exist, but basics come first in tight years. Deadlines drive everything (in this area, March 15 is a big one; waiting too long is a common pitfall). $4 wheat changes decisions—coverage, hail policies, and whether you even harvest vs graze-out. PRF is “rainfall interval” insurance—pick when you need rain and spread risk; it won't cover every scenario (like quality loss from too much rain). Know your cost of production—break-even won't keep you in business; cash flow clarity is survival.   Detailed timestamped rundown 00:00–01:46 Dave tees up the episode: why insurance matters, recorded at Central Oklahoma Cattle Conference (Stillwater).01:46–02:57 Clay Burtrum intro: Farm Data Services (Stillwater), management accounting + 25+ years insurance; LRP and crop insurance, plus helping producers see bottom line year-round.03:16–04:45 Big-picture ag economy: grain-only operators squeezed; modern costs with “1970s prices”; crop insurance complexity (stackable programs) and need to keep it basic.04:45–08:43 LRP deep dive: example of insuring a 900-lb steer; why margins need protection; common misunderstandings (full load, unborn coverage requirements, validation); “don't let it burn down” analogy; all-or-nothing for many stocker operators vs partial strategy for cow-calf.08:43–10:27 First-time client conversation: goals, where they want to be, staying bankable; traps include ignoring USDA/FSA programs and missing support.10:27–11:25 Clay as producer: he uses the products himself; emphasizes knowing cost of production and that break-even won't keep you in business.11:26–12:50 Crop insurance pitfalls: calling too late; major dates in the area—March 15 sales closing; July 15 reporting; flow of deadlines through the season.12:50–14:18 $4 wheat vs $7 wheat decisions: changes appetite for added coverage/hail; producer mindset shifts (harvest vs graze-out).14:18–15:38 Dual-purpose wheat and insurance: need to notify agent by March 15/short-rate timing; cannot just “leave cattle out” without process; consider double-crop rules to avoid uninsured crop risk.15:38–17:14 Policy/program landscape: farm bill uncertainty and “rules”; emphasis on working with FSA and not missing deadlines/opportunities.17:14–18:51 Specialty crop/alternative ideas: limited locally; examples like hemp market issues; unusual inquiries (tulips) and regional eligibility realities.18:51–21:45 PRF pasture coverage: sales closing Dec 1; choosing rainfall intervals; premiums and changing rules; spreading risk across intervals; limits (doesn't cover “missed cutting” quality loss).21:45–24:05 Talking to policymakers: how programs hit local bottom lines; input costs for grazing/forage; how rural communities feel downstream impacts; even equipment/emissions issues affect harvest reality.24:05–25:43 Oklahoma risk reality: rapid weather swings; questions like quarantine/screwworm, wildfire loss—what LRP does/doesn't cover; importance of understanding what you actually bought.25:43–27:20 “Bring one program back”: Clay wants simplicity—too many stacked options; focus on basics and bottom-line impact. Wrap + thanks. RedDirtAgronomy.com

What happens if Social Security rules change—and what should retirees control instead? Art McPherson discusses Social Security uncertainty, market momentum, and the difference between political noise and long‑term fundamentals. The episode touches on income planning, market complacency, and how investors can separate short‑term headlines from long‑term decisions. It’s a conversation about preparation, perspective, and focusing on what truly impacts retirement outcomes. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Markets are at record highs, but retirement isn’t a time to guess. On this episode Kevin Madden breaks down why shifting from growth to income requires more than just selling stocks when nerves kick in. He explains the balance between offense and defense, how hidden fees and excess risk can quietly erode savings, and why steady, reliable income matters more than chasing returns. Through real-world examples, the conversation focuses on turning long-term savings into sustainable income while managing volatility and protecting lifestyle choices in retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Pulling money from retirement accounts sounds simple—until taxes, market swings, and timing enter the picture. JoePat Roop unpacks why withdrawal strategies matter just as much as investment choices. From tax coordination to market volatility and principal protection, this episode explores how income decisions ripple across an entire retirement plan. It’s a grounded discussion on why doing it yourself can feel empowering—and where it can quietly go wrong. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Why do markets really move — and why do so many experts get it wrong? In this episode, Chris breaks down the truth about market volatility, the myths behind financial news narratives, and the simple reality of buying and selling pressure.More importantly, He examines the major risks being ignored by the business press — from geopolitical tensions and global instability to the market's “flight to safety” signals. Are investors missing the real story behind recent market moves?This commentary explores what drives markets, why media explanations often fall short, and the hidden forces that could shape the financial landscape ahead.

My main takeawaysMain TakeawaysThe "Stargate" Collapse: The $500 billion partnership between OpenAI, SoftBank, and Oracle is being labeled "vaporware." Reports suggest the deal is in shambles due to internal power struggles and a lack of actual liquidity, with SoftBank allegedly scrambling for 90% debt financing.Market Volatility vs. Reality: There is a disconnect between market reactions and product performance. While Anthropic's claim that Claude can streamline COBOL code caused IBM's stock to drop 10%, critics argue the public is still in a "demo phase" of awe and hasn't realized the tech often fails to work as advertised.Reliability Concerns: High-profile failures are surfacing, such as Claude reportedly deleting a Meta researcher's entire Gmail history. This raises alarms as these same models are being positioned to manage critical infrastructure like banking and the IRS.Corporate Espionage: Anthropic has reported "industrial-scale distillation attacks" from Chinese labs (DeepSeek, Moonshot AI, MiniMax), claiming they used over 24,000 fraudulent accounts to "siphon" Claude's capabilities to train their own models.The "Theranos" Comparison: Critics are drawing parallels between current AI labs and failed startups like Theranos, arguing that the goal of reaching AGI via Large Language Models may be technically impossible, creating a "feedback loop delusion" to sustain venture capital investment.Strategic Shifts: OpenAI is pivoting toward traditional consulting giants (McKinsey, Accenture) to integrate its tech, while the community continues to debate the technical distinctions between generative AI and autonomous agents.@XFreeze@MrEwanMorrison@sterlingcrispin@dwlz

(00:00) Intro(01:15) Expanded Portfolio(06:03) Increased Options Trading Activity and Market Volatility(17:45) Business Quality vs Management(20:33) Disclaimers

In this episode of Old Money, I break down why so many people feel like financial doomsday is coming and why panic is the most expensive response you can have.From market crashes and bank runs to media fear cycles and financial fight or flight, I explain what is actually happening in your brain when money feels scary and how wealthy individuals stay calm when everything looks red.In this episode, I cover:Why financial anxiety does not disappear with more money and simply changes outfitsHow market downturns have historically created more millionaires, not fewerThe difference between preparedness and paranoiaWhy most doomsday fear is really a liquidity problem, not an investing problemWhat a regulated nervous system looks like in real financial lifeWhy boring systems beat reactive decisions every timeHow to build a real financial safety net without stockpiling cash or panic selling investmentsI also walk through the real doomsday kit, including liquidity, emergency funds that actually match real life, insurance deductibles, income runways, and simple systems that help you respond instead of react.If you have been tempted to wait until things feel safer, constantly check your portfolio, or make emotional money moves based on headlines, this episode is your reminder that calm people are not optimistic. They are prepared.This is not a doomsday plan.It is how you become financially unshakable.Episode 091: Become Unshakeable and Get Rich... No Matter What----------------------------Go Deeper with Old Money Courses:Old Money Mindset to learn how to think like a wealthy womanOld Money Method to set up a money machine that grows your wealth effortlessly----------------------------Free Resources: Shop Amber's Classic Wardrobe Staples + Skin, Hair & Health Holy Grail ProductsOld Money Monthly Newsletter for what's rich in culture, shopping and our communityDownload your FREE Net Worth TrackerDownload your FREE Simple Money Plan (better than a budget, designed for your richest life)----------------------------Connect with the Old Money Podcast:Community: Join the Old Money Country ClubWeb: OldMoneyPodcast.comEmail:

A 23-year-old renter recently said she feels her money is safer in the stock market than in a house—a statement that may surprise investors shaped by past housing and market crashes. The “Henssler Money Talks” hosts explore how generational experience influences our perception of risk and why what we've lived through often drives how we invest—from Boomers who remember double-digit inflation, to Gen X and the dot-com bust, to Millennials and the housing crash, and Gen Z's era of rapid recoveries and tech-driven growth.Original Air Date: February 21, 2026Read the Article: https://www.henssler.com/have-markets-become-the-safe-asset

Is this the next 2000? The next 2008? The next 2022?   Markets have been on an extraordinary run. When prices rise for years, investors begin to feel invincible. But as volatility starts creeping back into the headlines, the question we are hearing more than ever is simple:   Should we get out and wait?   Today on Financial Detox, Jason and Alex unpack what volatility really means, why it is normal, and how understanding it can dramatically improve your long-term results.   What we cover today:

Market headlines grab attention—but taxes quietly shape outcomes. Art McPherson explains why tax planning matters as much as investment returns and how emotional decisions can derail retirement income. From market cycles to Roth conversions, this episode focuses on controlling what you can when uncertainty is unavoidable. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of ThimbleberryU, we explore the concept of building and maintaining confidence under uncertainty, especially for healthcare professionals who are already accustomed to high-stress environments. The financial world often mirrors the unpredictability of healthcare. Policy changes, staffing shortages, and burnout are compounded by volatile markets and alarming news cycles. Our focus is not on prediction, but on creating confidence through structured, thoughtful planning.We start by addressing how fear-driven headlines can tempt people into making financial decisions based on emotion. Amy reminds us that headlines are built to provoke urgency, not provide clarity. Market fear is often noise, not rooted in personal financial change. Reacting impulsively often locks in losses and increases risk. That's why we advocate for responsible inaction, a deliberate choice to stay the course unless personal circumstances demand a change.A strong financial plan assumes uncertainty. It's not built for calm seas, but for the real-world storms. That means including flexibility for job changes, a sufficient cash buffer, and the ability to adapt without starting over. Confidence grows from knowing your plan already factors in the unpredictable. It's not about guessing what's next. It's about trusting the structure you've created.We dig into the concept of guardrails. These are rules and pre-decisions made in calmer moments to help reduce decision fatigue. Healthcare professionals already follow protocols in their daily work, and the same concept applies to finances. These protocols guide us through emotionally charged situations and help prevent impulsive, regrettable moves.Cash plays a unique role in confidence. For healthcare professionals, cash isn't just an emergency buffer; it's emotional relief. It offers flexibility, covers transition periods, and acts as a cushion during market downturns. However, it's also important to avoid extremes. Too little cash creates anxiety, while too much slows growth. The right amount depends on career phase, income variability, and life responsibilities.We close with the reminder that certainty isn't the goal. Resilience is. When a plan is built to withstand real life, it allows money to support your lifestyle, not compete for your attention. That's where true confidence comes from.(00:00) - Intro: Confidence Under Uncertainty(00:47) - Why Healthcare Professionals Are Feeling Financial Strain(01:25) - The Emotional Impact of Headlines(02:12) - Market Fear vs. Personal Risk(03:08) - What “Doing Nothing” Really Means(04:51) - Is Your Financial Plan Built for Real Life?(06:04) - Guardrails and Reducing Decision Fatigue(07:30) - The Role of Cash in Building Confidence(10:48) - Cash as a Confidence Tool, Not a Cop-Out(11:00) - Final Thoughts: Confidence Comes from Structure(11:33) - How to Connect with Thimbleberry Financial To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.The ThimbleberryU Podcast is produced by JAG Podcast Productions - https://jagpodcastproductions.com/

The market has changed. Outbound is noisy. Distribution is fragile. AI is accelerating everything. So how do you know who's actually ready to buy? How do you position in a market that feels unstable? How do you pivot without panicking? This episode dives into the new reality of business in the AI era: the death of lazy volume, the rise of ownership, and the permanent advantage of human connection. Spray-and-pray outreach is fading. Hiring signals are bloated. Metrics are inflated. The old indicators don't mean what they used to mean. And executives are walking away from companies they built because the ground beneath them has shifted. But here's the truth: AI doesn't remove the human game. It amplifies it. You'll hear why: Ownership now beats pure distribution Media companies must become community companies Positioning matters more than ever in a noisy environment Pivoting early beats reacting late AI without humanity fails Intentional outreach outperforms mass automation Signal clarity is the new competitive advantage This isn't about fear. It's about awareness. You can drown in the wave. You can float. Or you can learn to surf. The ones who win won't be the loudest. They'll be the most intentional. Across this episode, you will learn: Why “signal vs noise” is the defining business problem right now How AI is shifting power from distribution to ownership Why outbound at scale is losing effectiveness How to pivot strategically instead of reacting emotionally Why human connection remains the ultimate differentiator How to think chess, not checkers, in a volatile market The importance of intentional positioning in chaotic times Beyond The Episode Gems: Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself.  Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0226-EEP7)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting beneath the surface, they separate the emotional narrative from the measurable data.The conversation moves through current market leadership, valuation concerns, recession odds, and the risks that deserve attention without overreacting to every headline. They also explore what history suggests about similar environments, how positioning can amplify volatility, and why staying disciplined often feels hardest right when it matters most.Key Takeaways:• Earnings remain the foundation: Corporate profits continue to anchor market strength, even as narratives shift week to week • Sentiment lags fundamentals: Investor psychology still reflects caution despite improving breadth and resilient data • Policy and liquidity matter: Rate expectations, fiscal dynamics, and capital flows are shaping the next phase of returns • Volatility is part of the process: Pullbacks and headline shocks fit within historical patterns of ongoing expansions • Discipline beats drama: Long-term investors benefit more from structure and perspective than from reacting to every news cycleJump to:0:00 - New Titles And Warm-Up Banter2:42 - Framing A Tale Of Two Markets5:10 - Sector Splits And Market Breadth11:55 - Global Equity Strength And Style Shifts16:30 - AI Shockwaves Across Industries22:40 - Tech's Three Tracks: Software, Semis, Telecom27:35 - Short Interest, Contrarian Signals In Tech31:30 - International Rallies And Country Leaders37:15 - Jobs Revisions And Labor Market Reality44:20 - Youth Employment, AI Fears, And Data50:05 - Spurious Correlations And Market Folklore56:20 - CPI Details, Shelter Math, And Services HeatConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley's four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Global Head of Thematic and Sustainability Research. Michelle Weaver: And I'm Michelle Weaver, U.S. Thematic and Equity Strategist. Stephen Byrd: I was recently on the show to discuss Morgan Stanley's four key themes for 2026. Today, a look at how those themes could actually play out in the real world over the course of this year. It's Tuesday, February 10th at 10am in New York. So one of the biggest challenges for investors right now is separating signal from noise. Markets are reacting to headlines by the minute, but the real drivers of long-term returns tend to move much more slowly and much more powerfully. That's why thematic analysis has been such an important part of how we think about markets, particularly during periods of high volatility. For 2026, our framework is built around four key themes: AI and tech diffusion, the future of energy, the multipolar world, and societal shifts. In other words, three familiar themes and one meaningful evolution from last year. So Michelle, let's start at the top. When investors hear four key themes, what's different about the 2026 framework versus what we laid out in 2025? Michelle Weaver: Well, like you mentioned before, three of our four key themes are the same as last year, so we're gonna continue to see important market impacts from AI and tech diffusion, the future of energy and the multipolar world.But our fourth key theme, societal shifts, is really an expansion of our prior key theme longevity from last year. And while three of the four themes are the same broad categories, the way they impact the market is going to evolve. And these themes don't exist in isolation. They collide and they intersect with one another, having other important market implications. And we'll talk about many of those intersections today as they relate to multiple themes. Let's start with AI. How does the AI and tech diffusion theme specifically evolve since last year? Stephen Byrd: Yeah. You know, you mentioned earlier the evolution of all of our themes, and that was certainly the case with AI and tech diffusion. What I think we'll see in 2026 is a few major evolutions. So, one is a concept that we think of as two worlds of LLM progress and AI adoption; and let me walk through what I mean by that. On LLM progress, we do think that the handful of American LLM developers that have 10 times the compute they had last year are going to be training and producing models of unprecedented capability. We do not think the Chinese models will be able to keep up because they simply do not have the compute required for the training. And so we will see two worlds, very different approaches. That said, the Chinese models are quite excellent in terms of providing low cost solutions to a wide range of very practical business cases. So that's one case of two worlds when we think about the world of AI and tech diffusion. Another is that essentially we could see a really big gap between what you can do with an LLM and what the average user is actually doing with LLMs. Now there're going to be outliers where really leaders will be able to fully utilize LLMs and achieve fairly substantial and breathtaking results. But on average, that won't be the case. And so you'll see a bit of a lag there. That said, I do think when investors see what those frontier capabilities are, I think that does eventually lead to bullishness. So that's one dynamic. Another really big dynamic in 2026 is the mismatch between compute demand and compute supply. We dove very deeply into this in our note, and essentially where we come out is we believe, and our analysis supports this, that the demand for compute is going to be systematically much higher than the supply. That has all kinds of implications. Compute becomes a very precious resource, both at the company level, at the national level. So those are a couple of areas of evolution.So Michelle, let's shift over to the future of energy, which does feel very different today than it did a year ago. Can you kind of walk through what's changed? Michelle Weaver: Well, we absolutely still think that power is one of the key bottlenecks for data center growth. And our power modeling work shows around a 47 gigawatt shortfall before considering innovative time to power solutions. We get down to around a 10 to 20 percent shortfall in power needed in the U.S. though, even after considering those solutions. So power is still very much a bottleneck. But the power picture is becoming even more challenged for data centers, and that's largely because of a major political overhang that's emerging. Consumers across the U.S. have seen their electricity bills rise and are increasingly pointing to data centers as the culprit behind this. I really want to emphasize though this is a nuanced issue and data center power demand is driving consumer bills higher in some areas like the Mid-Atlantic. But this isn't the case nationwide and really depends on a number of factors like data center density in the region and whether it's a regulated or unregulated utility market.But public perception has really turned against data centers and local pushback is causing planned data centers to be canceled or delayed. And you're seeing similar opinions both across political affiliations and across different regional areas. So yes, in some areas data centers have impacted consumer power bills, but in other areas that hasn't been the case. But this is good news though, for companies that offer off-grid power generation, who are able to completely insulate consumers because they're not connecting to the grid.Stephen, the multipolar theme was already strong last year. Why has it become even more central for 2026? Stephen Byrd: Yeah, you're right. It was strong in 2025. In fact, of our 21 categories of stocks, the top three performing were really driven by multipolar world dynamics. Let me walk through three areas of focus that we have for multipolar world in 2026. Number one is an aggressive U.S. policy agenda, and that's going to show up in a number of ways. But examples here would be major efforts to reshore manufacturing, a real evolution in military spending towards a wide range of newer military technologies, reducing power prices and inflation more broadly. And also really focusing on trying to eliminate dependency on China for rare earths. So that's the first big area of focus. The second is around AI technology transfer. And this is quite closely linked to rare earths. So here's the dynamic as we think about U.S. and China. China has a commanding position in rare earths. The United States has a leading position in access to computational resources. Those two are going to interplay quite a bit in 2026. So, for example, we have a view that in 2026, when those American models, these LLMs achieve these step changes up in capabilities that China cannot match, we think that it's very likely that China may exert pressure in terms of rare earths access in order to force the transfer of technology, the best AI technology to China. So that's an example of this linkage between AI and rare earths. And the last dynamic, I'd say broadly, would be the politics of energy, which you described quite well. I think that's going to be a big multipolar world dynamic everywhere around the world. A focus on how much of an impact our data centers are having – whether it's water access, price of power, et cetera. What are the impacts to jobs? And that's going to show up in a variety of policy actions in 2026. Michelle Weaver: Mm-hmm. Stephen Byrd: So Michelle, the last of our four key themes is societal shifts, and you walked through that briefly before. This expands on our prior longevity work. What does this broader framing capture? Michelle Weaver: Societal shifts will include important topics from longevity still. So, things like preparing for an aging population and AI in healthcare. But the expansion really lets us look at the full age range of the demographic spectrum, and we can also now start thinking about what younger consumers want. It also allows us to look at other income based demographics, like what's been going on with the K-economy, which has been an important theme around the world. And a really critical element, though, of this new theme is AI's impact on the labor market. Last year we did a big piece called The Future of Work. And in it we estimated that around 90 percent of jobs would be impacted by AI. I want to be clear: That's not to say that 90 percent of jobs would be lost by AI or automated by AI. But rather some task or some component of that job could be automated or augmented using AI. And so you might have, you know, the jobs of today looking very different five years from now. Workers are adaptable and, and we do expect many to reskill as part of this evolving job landscape. We've talked about the evolution of our key themes, but now let's focus a little on the results. So how have these themes actually performed from an investment standpoint? Stephen Byrd: Yeah. I was very happy with the results in 2025. When we looked across our categories of thematic stocks; we have 21 categories of thematic stocks within our four big themes. On average in 2025, our thematic stock categories outperformed MSCI World by 16 percent and the S&P 500 by 27 percent respectively. So, I was very happy with that result. When you look at the breakdown, it is interesting in terms of the categories, you did really well. As I mentioned, the top three were driven by multipolar world. That is Critical Minerals, AI Semis, and Defense. But after that you can see a lot of AI in Energy show up. Power in AI was a big winner. Nuclear Power did extremely well. So, we did see other categories, but I did find it really interesting that multipolar world really did top the charts in 2025. Michelle Weaver: Mm-hmm. Stephen Byrd: Michelle, thanks for taking the time to talk. Michelle Weaver: Great speaking with you, Steven. Stephen Byrd: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.