Podcasts about Market Wrap

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Best podcasts about Market Wrap

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Latest podcast episodes about Market Wrap

InvestTalk
Labor Market Iran War Impact: Jobs Data Shows Resilience

InvestTalk

Play Episode Listen Later Mar 21, 2026 44:34 Transcription Available


US jobless claims continue to show a sluggish but stable labor market, with low layoffs anchoring economic stability even as global conflicts rage. However, economists warn that prolonged Iran war tensions could eventually threaten this labor market strength.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, OneMain Holdings, Inc. (OMF), Labor Market Iran War Impact: Jobs Data Shows Resilience, VanEck Uranium and Nuclear ETF (NLR), The Hershey Company (HSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), Cost of Borrowing in the UK, KPP Newsletter, The US Economy and the Iran War.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Should You Invest During War Volatility? Market Strategy Guide

InvestTalk

Play Episode Listen Later Mar 20, 2026 43:24 Transcription Available


Jim Cramer and other market veterans are advising investors not to let Iran war-induced volatility scare them out of quality stocks. The key is distinguishing between temporary geopolitical noise and fundamental business changes.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, Buying Credit Cards Companies, Rheinmetall AG (RNMBY), Fortinet, Inc. (FTNT), Should You Invest During War Volatility? Market Strategy Guide, Watsco, Inc. (WSO), Valvoline Inc. (VVV), Countries Impacted by High Oil Prices, New Car Prices.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?

InvestTalk

Play Episode Listen Later Mar 18, 2026 45:08 Transcription Available


Even households earning six figures find themselves 'on thin ice' in today's K-shaped economy, where economic gains are unevenly distributed. Rising costs and financial pressures are exposing vulnerabilities across income levels that seemed secure just years ago.Today's Stocks & Topics: Canadian Imperial Bank of Commerce (CM), Market Wrap, ProShares UltraPro QQQ (TQQQ), How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?, Mastercard Incorporated (MA), Meta Platforms, Inc. (META), Defense Contracts, Take-Two Interactive Software, Inc. (TTWO), Data Centers.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications

InvestTalk

Play Episode Listen Later Mar 17, 2026 43:37 Transcription Available


Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple sectors.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Prudential Financial, Inc. (PRU), Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications, Are We in Trouble?, Meren Energy Inc. (MRNFF), Altria Group, Inc. (MO), Substantially Equal Periodic Payments (SEPP-72t), Shale Oil.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost

InvestTalk

Play Episode Listen Later Mar 14, 2026 45:22 Transcription Available


apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Emerging Market Exodus: When Global Tensions Trigger Capital Flight

InvestTalk

Play Episode Listen Later Mar 13, 2026 45:25


India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: Iran war, Brazil quality issues send grain markets sharply higher this week

Agweek Podcast

Play Episode Listen Later Mar 13, 2026 9:06


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss upcoming trade talks, Iran war, Brazil soybean issues and more on the Agweek Market Wrap for Friday, March 13, 2026.

InvestTalk
Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy

InvestTalk

Play Episode Listen Later Mar 11, 2026 45:56


Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm

InvestTalk

Play Episode Listen Later Mar 10, 2026 43:50


CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS), Vanguard Total International Stock Index Fund ETF Shares (VXUS), Bonds, Adobe Inc. (ADBE), The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm, ConocoPhillips (COP), 401k Match, Credit Markets, iShares MSCI Mexico ETF (EWW), Lincoln National Corporation (LNC), Oil Supply.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures

InvestTalk

Play Episode Listen Later Mar 7, 2026 45:17 Transcription Available


Wholesale prices rose sharply in the latest report, pointing to persistent inflation that could complicate Federal Reserve policy decisions. This unexpected uptick in producer prices suggests the inflation fight is far from over, despite earlier optimism about cooling price pressures.Today's Stocks & Topics: Hertz Global Holdings, Inc. (HTZ), Market Wrap, Ball Corporation (BALL), KPP Newsletter, Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures, Whirlpool Corporation (WHR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, ADMA Biologics, Inc. (ADMA), Jobs Report, Nucor Corporation (NUE), AbbVie Inc. (ABBV).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces

InvestTalk

Play Episode Listen Later Mar 6, 2026 45:23


Block is planning to lay off nearly half its workforce in what it calls a 'deliberate and bold' embrace of AI, while eBay cuts 800 jobs citing AI transformation. This wave of AI-driven layoffs raises critical questions about the future of work and whether these productivity gains will translate to sustainable profits for shareholders.Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, Gold Royalty Corp. (GROY), The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces, Lululemon Athletica Inc. (LULU), Mobileye Global Inc. (MBLY), The Global Economy and The Middle East Conflict, The Citrini Report, Aluminum Supply.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: As crude oil rises, wheat, corn and soybeans are following Friday

Agweek Podcast

Play Episode Listen Later Mar 6, 2026 9:39


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management talk about rising fertilizer costs, Iran and the topping of the cattle market on the Agweek Market Wrap. 

InvestTalk
Market Rotation Panic: February's Wild Swings Set Stage for March Volatility

InvestTalk

Play Episode Listen Later Mar 5, 2026 44:59 Transcription Available


February's 'panic' rotation in stocks has created extreme market turbulence as investors flee from one sector to another. With the S&P 500 caught in an extremely narrow trading range, what's happening beneath the surface could determine the market's next major move.Today's Stocks & Topics: Autoliv, Inc. (ALV), Market Wrap, Novo Nordisk A/S (NVO), Market Rotation Panic: February's Wild Swings Set Stage for March Volatility, Main Street Capital Corporation (MAIN), Stop Order Above the Price, Oil Prices, Grab Holdings Limited (GRAB), Grupo México, S.A.B. de C.V. (GMBXF), RTX Corporation (RTX), Defense Stocks.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The S&P 500 Identity Crisis: Historic Shifts Reshape America's Index

InvestTalk

Play Episode Listen Later Mar 3, 2026 45:35


The S&P 500 is undergoing a historic transformation that could fundamentally reshape the stock market landscape. With the Magnificent Seven experiencing a brutal February and sectoral rotations accelerating, America's flagship index is evolving in unprecedented ways.Today's Stocks & Topics: MPLX LP (MPLX), Market Wrap, Pullback in Precious Metals?, Invesco S&P MidCap 400 GARP ETF (GRPM), Options, The S&P 500 Identity Crisis: Historic Shifts Reshape America's Index, Vanguard Energy Index Fund ETF Shares (VDE), Uber Technologies, Inc. (UBER), Oil Markets, The Wendy's Company (WEN), When to take Social Security, Small Caps ETFs.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The 24/7 Stock Market Revolution: Trading Never Sleeps

InvestTalk

Play Episode Listen Later Feb 28, 2026 45:41 Transcription Available


The traditional 4 p.m. closing bell is becoming obsolete as stocks transform into "24/7 digital cash" with round-the-clock trading. This fundamental shift in market structure is changing how investors think about timing, liquidity, and global market dynamics.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, Microsoft Corporation (MSFT), The 24/7 Stock Market Revolution: Trading Never Sleeps, Oracle Corporation (ORCL), Retirement Allocation, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “AI Layoffs”, Sprouts Farmers Market, Inc. (SFM), Sunrun Inc. (RUN).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

7 figure Attraction Agent
Real Estate Market Wrap

7 figure Attraction Agent

Play Episode Listen Later Feb 28, 2026 9:47 Transcription Available


Send a textThe market is like a hot air balloon with a small hole in it, and the air is slowly leaking out. It's being fuelled by:- Interest rates rising- Capital gains tax talk- Negative gearing uncertainty- Inflation numbersOverall, this is causing buyers to drop off.

InvestTalk
Gold's $5,000 Mountain: Precious Metals Navigate Volatile Terrain

InvestTalk

Play Episode Listen Later Feb 27, 2026 43:52 Transcription Available


Gold is gathering momentum and pushing above $5,000, though its been a little bumpy for precious metals investors. As geopolitical tensions rise and inflation concerns persist, the traditional safe haven is testing new psychological levels.Today's Stocks & Topics: Emerson Electric Co. (EMR), Third Annual InvestTalk Market Madness, Market Wrap, Coca-Cola Consolidated, Inc. (COKE), The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Nexstar Media Group, Inc. (NXST), Cencora, Inc. (COR), Franklin FTSE Japan ETF (FLJP), iShares JPX-Nikkei 400 ETF (JPXN), Ciena Corporation (CIEN), VanEck Uranium and Nuclear ETF (NLR), Insider Purchases.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: Big news didn't provide big impact on the ag markets this week

Agweek Podcast

Play Episode Listen Later Feb 27, 2026 5:59


The fundamentals had more to do with market response this week than a host of policy issues that could have come into play. Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management share more on the Agweek Market Wrap. 

InvestTalk
Housing Market Revival: Construction Surge Signals New Chapter

InvestTalk

Play Episode Listen Later Feb 26, 2026 44:42 Transcription Available


Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

The Dividend Cafe
Thursday - February 26

The Dividend Cafe

Play Episode Listen Later Feb 26, 2026 7:57


Brian Szytel reviews a mixed Thursday market session with the Dow slightly up, the S&P 500 down about 0.5%, and the Nasdaq down about 1.2%, highlighting value's outperformance versus tech. He discusses Nvidia's heavily anticipated earnings beat (including guidance) but notes the stock still fell, arguing expectations were priced in and that AI-related capex at big tech is already starting and will inevitably continue to slow from a record pace that has pushed Mag Seven free cash flow slightly negative; as free cash flow rebounds, he expects more shareholder returns via buybacks, acquisitions, and potential dividend growth. He then explains the Depository Trust Company (DTC) system created in 1973 to simplify securities ownership and transfers, addresses concerns about government seizure as unlikely, and cites MF Global's 2011 misuse of client assets as an example of illegal but possible misconduct. 00:00 Market Wrap and Style Shift 00:33 Nvidia Earnings and AI Valuation 01:10 Mag Seven CapEx and Shareholder Returns 02:45 What Is the DTC 03:59 Can Assets Be Seized 04:58 MF Global Cautionary Tale 05:51 Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

InvestTalk
The Great American Stock Exodus: When U.S. Markets Lose Their Crown

InvestTalk

Play Episode Listen Later Feb 25, 2026 43:42 Transcription Available


U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks.Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Bonds, Blue Owl Capital Inc. (OWL), iShares MSCI Japan ETF (EWJ), WisdomTree Japan Opportunities Fund (OPPJ), Tariffs and Trades, CrowdStrike Holdings, Inc. (CRWD), Cloudflare, Inc. (NET), SM Energy Company (SM), Block, Inc. (XYZ).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Japan's Political Shift & The Nikkei Surge

InvestTalk

Play Episode Listen Later Feb 24, 2026 42:47 Transcription Available


Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen.Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com, Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Roper Technologies, Inc. (ROP), The Commodity Industry, Canadian Natural Resources Limited (CNQ), Lyft, Inc. (LYFT), Jobs Report.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Behavioral Finance: Your Brain vs. Your Portfolio

InvestTalk

Play Episode Listen Later Feb 21, 2026 45:00 Transcription Available


Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

7 figure Attraction Agent
5 Things I'd Do to Solve Australia's Housing Crisis

7 figure Attraction Agent

Play Episode Listen Later Feb 21, 2026 6:41 Transcription Available


Send a textFix Approvals. Kill the Bottleneck.Upzone Around Infrastructure Incentivise Builders & DevelopersProtect Mum & Dad InvestorsMigration Reform + Skilled Trades BoostAlso, congratulations to Thomas Crawford for being awarded '2026 Boutique Independent Agency of the Year' - REB (Real Estate Business)Thomas contacted me a couple of years ago, and he said, "Tom, I'm doing 200 sales a year. I want to do half. I want to get closer to my family, lose 20 kilos."He sent me a text message the other day. He's done all of that and made 215 sales in the last 12 months

InvestTalk
Trade Wars & Wine: The New Global Tariff Map

InvestTalk

Play Episode Listen Later Feb 20, 2026 43:06 Transcription Available


A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: What tariff decision and acreage numbers could mean for markets

Agweek Podcast

Play Episode Listen Later Feb 20, 2026 7:03


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss the market impact of U.S. Supreme Court's tariff decision, Ag Outlook Forum numbers and more.

InvestTalk
The "Core and Explore" Portfolio Strategy

InvestTalk

Play Episode Listen Later Feb 19, 2026 45:03


We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Semiconductors: The "Custom Chip" War

InvestTalk

Play Episode Listen Later Feb 18, 2026 44:35 Transcription Available


It's not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Lunar New Year" Liquidity Pump

InvestTalk

Play Episode Listen Later Feb 13, 2026 44:04 Transcription Available


Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: Soybeans still holding optimism on potential for China purchases

Agweek Podcast

Play Episode Listen Later Feb 13, 2026 8:37


Don Wick of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss the optimism that's been built into the soybean market this week.

InvestTalk
The "Valentine's" Financial Audit

InvestTalk

Play Episode Listen Later Feb 12, 2026 45:18 Transcription Available


Love is in the air, but what about the bank account?  We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Super Bowl" Consumer Hangover

InvestTalk

Play Episode Listen Later Feb 11, 2026 44:53 Transcription Available


A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Midterm" Year Pattern

InvestTalk

Play Episode Listen Later Feb 10, 2026 44:20 Transcription Available


2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4. Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Grid" Bottleneck: AI vs. Utilities

InvestTalk

Play Episode Listen Later Feb 7, 2026 46:13


Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Tax Season: The "Refund" Stimulus

InvestTalk

Play Episode Listen Later Feb 6, 2026 44:56 Transcription Available


As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Agweek Podcast
Agweek Market Wrap: Soybeans rally higher Friday following Trump's posts about potential purchases

Agweek Podcast

Play Episode Listen Later Feb 6, 2026 9:11


Soybean prices are surging due to potential Chinese purchases. Read more on the news from Randy Martinson of Martinson Ag Risk Management and Tyler Donaldson of the Red River Farm Network on the Agweek Market Wrap.

InvestTalk
The "Capex" War: Meta vs. Microsoft

InvestTalk

Play Episode Listen Later Feb 5, 2026 44:32


Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The Super Bowl Indicator

InvestTalk

Play Episode Listen Later Feb 4, 2026 45:32


As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Insurance" Inflation Spike

InvestTalk

Play Episode Listen Later Feb 3, 2026 45:35


New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Japan's "Rate Shock": The Carry Trade Unwinds

InvestTalk

Play Episode Listen Later Jan 31, 2026 45:44 Transcription Available


While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The Fed's January Decision

InvestTalk

Play Episode Listen Later Jan 30, 2026 45:32 Transcription Available


The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation.Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Technology Finance Corp. (OTF), Bond Options, ONEOK, Inc. (OKE), Taxes, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Zombie Company" Purge

InvestTalk

Play Episode Listen Later Jan 29, 2026 45:41 Transcription Available


Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Forever Renter" Economy

InvestTalk

Play Episode Listen Later Jan 28, 2026 45:45 Transcription Available


Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership. Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Silver" Industrial Boom

InvestTalk

Play Episode Listen Later Jan 27, 2026 46:15 Transcription Available


Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn Physical Gold Shares ETF (SGOL), Graco Inc. (GGG), Debt, Brunswick Corporation (BC), Old Dominion Freight Line, Inc. (ODFL), Netflix, Inc. (NFLX), Gold.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Big Tech Earnings: The "Profitability" Test

InvestTalk

Play Episode Listen Later Jan 24, 2026 46:09 Transcription Available


As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Private Credit" Crack

InvestTalk

Play Episode Listen Later Jan 22, 2026 44:15 Transcription Available


As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Copper: The "New Oil" Breakout

InvestTalk

Play Episode Listen Later Jan 21, 2026 44:26


Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The "Cyber" Supercycle: The New Utility

InvestTalk

Play Episode Listen Later Jan 17, 2026 44:59 Transcription Available


As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
The Iran Escalation: The "Strait" Jacket on the Economy

InvestTalk

Play Episode Listen Later Jan 16, 2026 44:43


With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Corporation (BC), How Much Minerals Should Allocate in a Portfolio, Free Cash Flow, CDW Corporation (CDW), Roll a R.E. Portfolio to Something Else.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

InvestTalk
Emerging Markets: The 2026 Value Play?

InvestTalk

Play Episode Listen Later Jan 14, 2026 44:44


With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands