Podcasts about Rotation

Movement of an object around an axis

  • 3,734PODCASTS
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  • 41mAVG DURATION
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Best podcasts about Rotation

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Latest podcast episodes about Rotation

The Pomp Podcast
Bitcoin vs Silver: The Ultimate Rotation Is Happening Right Now | Jordi Visser

The Pomp Podcast

Play Episode Listen Later Jan 24, 2026 48:14


Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin's potential short squeeze, silver's role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================Sign up for the Gemini Credit Card: ⁠https://gemini.com/pomp⁠#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: ⁠https://gemini.com/legal/cardholder-agreement ⁠Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: ⁠https://gemini.com/legal/credit-card-rewards-agreement ⁠Checking if you're eligible will not impact your credit score. If you're eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.=======================0:00 – Intro1:21 – Bitcoin, silver & the coming scarcity trade6:36 – Politics, Davos & why it doesn't matter for markets9:52 – Inflation vs deflation13:10 – Why is bitcoin's price not higher right now?18:18 – Quantum risk & bitcoin security19:55 – OpenAI, AI competition & monetization25:28 – Elon Musk, Tesla & humanoid robots31:59 – Robotaxis, dark factories & the future of labor38:43 – How small businesses should use AI42:34 – Strategy & bitcoin as collateral45:08 – Robotics, vision models & what's next

TD Ameritrade Network
Brace for Rotation Amid "Skeptical" Rebound, INTC Sells Off After Earnings

TD Ameritrade Network

Play Episode Listen Later Jan 23, 2026 6:26


"Skeptical" is the word Kevin Green uses to describe the market rebound following Tuesday's steep selling action. He tells investors to keep on eye on the "sell America" trade and eyes the 100-day SMA on the SPX for support On Intel (INTC), KG explains how guidance cut into the stock's sharp rally and ways bulls can regain control of shares. He also tackles the natural gas trade ahead of a strong storm system hitting the U.S. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Small Caps & Retail Traders Drive Markets as AI Rotation Continues

TD Ameritrade Network

Play Episode Listen Later Jan 22, 2026 5:45


Leadership in markets continue to change, says Charles Schwab's Liz Ann Sonders. She believes small cap stocks are muscling markets forward due to their ties in international economy drivers and evolving industries. Liz Ann adds that the "buy the dip" mentality from retail traders persists, a thought helping to lift equities. She later explains the rotation she sees happening in AI stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Thursday's Final Takeaways: TSLA Robotaxi Updates & Rotation Trade Accelerates

TD Ameritrade Network

Play Episode Listen Later Jan 22, 2026 5:03


While Intel (INTC) earnings and other Big Tech companies took plenty of market attention, one stock that surprisingly slid under the radar was Tesla (TSLA). Marley Kayden and Sam Vadas talk about the robotaxi updates driving a rally in shares. They later turn to the general rotation trade as investors look for other flights to safety. ======== 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

CryptoNews Podcast
#511: Jesse Knutson, Head of Ops at Bitfinex Securities, on Tokenized Securities, Capital Rotation, RWAs, and The Future of Tokenization

CryptoNews Podcast

Play Episode Listen Later Jan 22, 2026 28:44


Jesse Knutson is Head of Operations at Bitfinex Securities, a regulated security token platform offering issuers and traders access to capital and tokenized securities. Jesse started his career in traditional finance having worked at global investment banks including Barclays and Macquarie. In addition to his role as Taiwan Head of Equity Capital Solutions, Jesse was also a founding member of Macquarie's digital asset working group, and deal lead on the firm's first equity investment into the Bitcoin mining space. Prior to joining Bitfinex Securities, Jesse was VP of Financial Products at Blockstream where he worked on developing and distributing financial products built on Bitcoin and backed by Bitcoin and Bitcoin mining. In this conversation, we discuss:- Tokenized securities - Tokenization is in a position to challenge traditional payment rails - NYSE going 24/7 trading - How tokenized stocks work - The convergence of tradfi crypto - Freedom is the killer feature of stablecoins - Will RWAs be the next boom for tokenization? - El Salvador Plan B conference - 4 year crypto cycles will have less impact than before - Bitfinex Securities - Capital rotation and fund flows - The relationship between gold bitcoin - Building on Bitcoin Bitfinex SecuritiesX: @BFXSecuritiesWebsite: www.bitfinex.com/securitiesLinkedIn: Bitfinex SecuritiesJesse KnutsonX: @KnutsonJesseLinkedIn: Jesse Knutson---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

The Villa View Podcast
Fenerbahçe vs Aston Villa

The Villa View Podcast

Play Episode Listen Later Jan 21, 2026 29:52


Dan Bardell and Nei Dunworth are here to preview Villa's Europa League trip to play Fenerbahçe.

The Non-Negotiables: Arsenal Podcast
E164: "Seven Straight in the San Siro: Arsenal Secure Top-Two Champions League Finish with Revenge in Milan"

The Non-Negotiables: Arsenal Podcast

Play Episode Listen Later Jan 21, 2026 65:50


Seven straight. Top two secured. And revenge delivered in Milan.Arsenal head to the San Siro knowing the stakes — one more Champions League League Phase win to lock a top-two finish — and produce a performance that blends control, chaos, and cutting edge. The panel break down a fast, open contest against Inter Milan that never quite settled, with both midfields exposed early and Arsenal choosing to play on the front foot from the opening minutes.There's deep discussion around the starting XI and rotation calls, including surprise inclusions, positional responsibilities, and how Arsenal's midfield shape contributed to a game that felt more end-to-end than usual. The hosts analyse how Arsenal handled long balls, physical duels, and isolation at the back — and why certain defensive performances stood out despite being repeatedly put under pressure.Set-pieces once again prove decisive, prompting a wider conversation about Arsenal's evolving attacking identity in Europe, while individual performances across the front line raise important questions about form, confidence, and decision-making in key moments. There's a detailed debate on finishing, shot selection, and what Arsenal need from their attacking leaders as the season enters its decisive phase.The episode also looks ahead to what securing a top-two Champions League finish actually means under the new League Phase format — including draw mechanics, scheduling advantages, and why this campaign is quietly becoming historic for the club.In Part Two, the panel turn their attention to squad management and development, including a loan decision that sparks serious debate about pathways, planning, and long-term intent. There's also the return of the Who Am I? game, predictions from around the Premier League, a six-pack ranking Manchester United's post-Ferguson managers, and an early look ahead to a high-stakes weekend showdown at the Emirates.A big European night, plenty of talking points, and another step forward in Arsenal's Champions League journey.Chapters:(00:00) – Arteta's Non-Negotiables Intro(00:53) – Rotation, Selection Surprises & Revenge Framing(02:03) – Fast Start: Arsenal on the Front Foot(03:14) – 1-0 | Gabriel Jesus Opens the Scoring(04:20) – Midfield Exposure & Inter's Long-Ball Threat(05:21) – 1-1 | Barella Strike and Game Turns End-to-End(07:28) – Shape Confusion, Zubimendi Isolation & Control Debate(08:22) – 1-2 | Set-Piece Delivery and Jesus' Second(09:26) – Missed Chances, Saka Shot Selection & Open Game(10:39) – Half-Time Thoughts: Control Without Pressure(12:09) – Lewis-Skelly Moment: Awareness vs Physicality(15:01) – Second-Half Control & Arsenal Push for a Third(16:07) – Substitutions Debate: Rice, Eze & Midfield Balance(18:34) – Merino Booking, Suspensions & Tactical Fouls(19:47) – Game Settles & Defensive Shutdown(20:19) – 1-3 | Gyökeres Finish After Martinelli Impact(21:36) – Saka Debate: Greed, Confidence & Shot Volume(28:09) – Late Booking, Game Killed & Full-Time Reaction(28:38) – Stats Review & Why the Game Wasn't Close(30:20) – Seven Straight Wins & Champions League Significance(31:35) – League Phase Tiebreakers Explained(32:44) – Champions League Ambition & Squad Depth Questions(37:18) – PT.2 Who Am I? (Game)(38:37) – Ethan Loan Discussion: Pathways & Planning(42:15) – Midfield Logjam & Squad Construction Confusion(45:54) – Premier League Predictions: Bournemouth vs Liverpool(47:36) – Newcastle vs Aston Villa Preview(50:26) – Six-Pack: Worst Man United Managers Since Ferguson(54:12) – Arsenal vs Manchester United Preview(01:03:04) – Who Am I? Answer Revealed

Willard & Dibs
Steve Kerr: Kuminga "could be" and wants to be part of rotation without Butler

Willard & Dibs

Play Episode Listen Later Jan 21, 2026 12:08


Willard and Dibs listen in to Steve Kerr's pregame press conference ahead of Warriors vs. Raptors fresh off Jimmy Butler's torn ACL.

Lead-Lag Live
Global Rotation Underway: Hervé Van Caloen on Japan's Revival, Semiconductors, and Defense Spending

Lead-Lag Live

Play Episode Listen Later Jan 21, 2026 15:03 Transcription Available


In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen**, Owner and Portfolio Manager at **Mercator Investment Management, to break down why global markets outside the United States are entering a powerful new phase of leadership.From Japan's aggressive stimulus and corporate reform push to structural dominance in semiconductors, defense technology, space, and energy infrastructure, Van Caloen explains how capital is rotating toward regions and industries aligned with long-term geopolitical and economic realities.In this episode:– Why Japan's stock market continues to hit record highs– How semiconductors have become global oligopolies with pricing power– Why defense and space spending are entering a multi-year upcycle– How infrastructure and electricity demand are driven by AI growth– Why global diversification may matter more as U.S. valuations stretchLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

The Dirt Logistician
Post Rotation Interview with A/2BSB Commander (Rotation 25-11)

The Dirt Logistician

Play Episode Listen Later Jan 21, 2026 27:55


CPT Jordan Savage (GM37) interviews CPT Roberto Gurrola (Commander A/2BSB) on how he was able to train his company prior to their rotation and best practices during Rotation 25-11.

DK Pittsburgh Sports Radio
DK's Daily Shot of Penguins: Stop this rotation

DK Pittsburgh Sports Radio

Play Episode Listen Later Jan 19, 2026 15:42


Stop rotating crease between Stuart Skinner and Arturs Silovs. Hear award-winning columnist Dejan Kovacevic's Daily Shots of Steelers, Penguins and Pirates -- three separate podcasts -- every weekday morning on the DK Pittsburgh Sports podcasting network, available on all platforms: https://linktr.ee/dkpghsports Learn more about your ad choices. Visit megaphone.fm/adchoices

The Non-Negotiables: Arsenal Podcast
E163: "Missing In The Forest: Arsenal Fortunately Extend Their Premier League Lead Despite Dropping Two Points"

The Non-Negotiables: Arsenal Podcast

Play Episode Listen Later Jan 19, 2026 71:24


Episode 163 – Missing In The ForestArsenal leave the City Ground with a point, but not without frustration. In this episode of The Non-Negotiables Podcast, the panel break down a goalless draw that felt defined by control, territory, and chances that never quite turned into goals.The conversation begins with Mikel Arteta's selection choices, rotation decisions, and how Arsenal approached a Nottingham Forest side set up to sit deep and limit space. From there, attention turns to the pattern of the game itself — early pressure, sustained dominance, and a growing sense that the first goal was becoming increasingly important.Missed chances become the central theme, with detailed discussion around key moments in both halves, decision-making in the final third, and whether Arsenal's attacking structure is giving the right players the right types of opportunities. The panel also assess individual performances, physical match-ups, and how certain moments shaped the rhythm and confidence of the side.Focus then shifts to the midfield balance, exploring the roles of Rice, Ødegaard, and Zubimendi, and whether Arsenal's current setup is providing enough fluency, control, and threat against low-block opponents. There's also reflection on substitutions, game management, and how fine margins can quietly define results like this.Beyond the Forest match, the episode widens out to the bigger picture — Arsenal's scoring output, historic context around title-winning teams, and what separates very good sides from truly elite ones. Despite the frustration on the night, rival results mean Arsenal extend their advantage at the top of the Premier League, prompting a broader discussion about mentality, pressure, and navigating a title race.Part two features a full Whip Around the Grounds from Matchweek 22, VAR decisions that dominated the weekend, and a look ahead to Arsenal's upcoming Champions League trip to Inter Milan, including selection questions and fitness considerations.Chapters:(00:00) - Arteta's Non-Negotiables Intro(00:51) - Nottingham Forest Setup, Rotation & Selection Debate(02:42) - Missed Chances Theme & Early Frustration(04:17) - Zubimendi Decision-Making & Wasteful Moments(06:11) - Gyökeres vs Murillo & Physical Limits(08:50) - Second-Half Pressure & Rice's Poor Contact Volley(09:54) - Saka Header & Goalkeeper Save(10:37) - Set-Piece Chances & Merino Blocking Gabriel(11:39) - Handball Shout, VAR Frustration & Perspective(13:21) - Arteta Substitutions & Game Management(16:48) - Midfield Balance, System Issues & Tactical Fit(20:30) - Ødegaard Form, Captaincy & Physical Games(25:42) - Rice vs Ødegaard Axis & Structural Questions(28:11) - Eze Debate & Timber at Left-Back(29:18) - Arsenal's Scoring Problem & Historic Context(30:46) - Top-End Talent Debate & Title Ceiling(32:20) - Mentality vs Margins Discussion(37:08) - The Champions Difference & Elite Match Winners(39:34) - Recruitment Philosophy & Building Champions(41:41) - Match Stats, xG & Defensive Control(43:26) - Part Two Intro & Zinchenko Joins Ajax(45:15) - Whip Around the Grounds – Matchweek 22(52:42) - VARse: Manchester Derby, Anfield & North London(01:00:26) - Studio Debate & Weekend Fallout(01:01:01) - Champions League Context & Inter Milan Preview(01:05:29) - Havertz Fitness, Rotation & Forward Options(01:10:50) - Closing Thoughts

Cougar Sports with Ben Criddle (BYU)
1-16-26 - Robby McCombs - Vanquish the Foe - How can BYU MBB take advantage of the not so deep Texas Tech rotation?

Cougar Sports with Ben Criddle (BYU)

Play Episode Listen Later Jan 17, 2026 27:44


Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Thoughtful Money with Adam Taggart
Is The Stock Market Undergoing A 'Great Rotation'? | Michael Lebowitz

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jan 17, 2026 71:48


Recently, capital has been flowing out of the big Tech hyperscaler growth stocks and into previously unloved sectors like value, consumer staples, and mid- to small-cap stocks.Is this just an aberration before the Mag 7 resume their dominance?Or, is a secular rotation underway?Your portfolio's destiny will be shaped by the true answer to this question.Michael and I discuss whether indeed a Great Rotation is underway, as well his 2026 outlook for GDP growth, bonds, inflation, the US dollar and the Federal Reserve.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#inflation #bonds #federalreserve _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The Skippers View
Podcast #232 - The Dodgers Are Inevitable!

The Skippers View

Play Episode Listen Later Jan 17, 2026 53:05


In this episode, Hagen and Brett discuss:* Kyle Tucker —> Newest Member of the Los Angeles Dodgers* Bo Bichette is heading to Queens, New York!* Is Philadelphia in Trouble?* Boston Continues to Add to Rotation* 3-way Deal between Angels, Reds, and Rays* Yankees Strike a Deal with Marlins for Rotation Depth* World Baseball Classic Get full access to The Skippers View at www.theskippersview.com/subscribe

TD Ameritrade Network
SPX Sees Rotation Pressure, Agriculture "Stealth Movers" & Silver Rally Challenged

TD Ameritrade Network

Play Episode Listen Later Jan 16, 2026 7:02


Rotation trades in the SPX appear to be weakening, with Kevin Green pointing to volatility impacting Friday's positioning across Wall Street. He expects a wide range of movement for the index ahead of the extended weekend. In the latest round of banking earnings, he explains why PNC Financial Services (PNC) serves as a bigger barometer than investors expect. As for the agriculture industry, KG makes the case stocks tied to the trade could be "stealth movers" for 2026. Silver's uptrend is something he expects to finally face downside pressure.======== 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

TD Ameritrade Network
Market Consolidation and Tech Rotation: S&P 500 Levels to Watch

TD Ameritrade Network

Play Episode Listen Later Jan 16, 2026 11:08


Kevin Green notes that the Russell 2000 is outperforming the S&P 500, Nasdaq, and Dow, driven by a rotation into value and risk-on sentiment in certain market pockets. He discusses the frothy valuations in memory chip stocks like Micron Technology (MU) and Western Digital (WDC), attributing their rise to high demand and increased pricing power. Green also analyzes JB Hunt Transport Services (JBHT) earnings, highlighting expense management but noting revenue deceleration. Finally, he touches on a recent U.S. trade deal with Taiwan, which could incentivize domestic production and reduce tariffs, potentially benefiting companies like Intel (INTC). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Friday's Final Takeaways: Energy Volatility & Lingering Market Rotation

TD Ameritrade Network

Play Episode Listen Later Jan 16, 2026 5:49


======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Halftime Report
Resilience and Rotation 1/15/26

Halftime Report

Play Episode Listen Later Jan 15, 2026 44:08


Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC's Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis strategy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lance Roberts' Real Investment Hour
1-15-26 Silver's Surge - Bubble or Fundamentals?

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jan 15, 2026 52:54


Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. 0:00 - INTRO 0:19 - Oil Prices Slide, CPI/PPI Moderate 8:15 - Index Performance Comparisons 14:33 - PPI/CPI Increase rate Cut Expectations 17:19 - The Risks of Reflation 20:48 - GDP Predictions? 23:08 - The Saga of the Silver Bubble 26:18 - Meme Stocks & SPAC's 29:57 - What's the Narrative in Silver? 31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances 34:03 - Unlike God, Silver is a Critical Mineral 36:44 - Speculation in Silver? 38:25 - Portfolio Positioning & Position Sizing 47:19 - Don't Take Advice from the Guy that's Selling 48:17 - Market Behavior Commentary 49:54 - Markets' Rotation into Anything that's not a Mag-7 Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=Bbdac54510I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Q & A Wednesday - Your Money & Market Questions Answered " here: https://www.youtube.com/watch?v=jAYfTLVka6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Market Rotation Is Broadening — But Risks Remain," is here: https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRotation #SmallCapStocks #MarketBreadth #RiskManagement #InvestingStrategy#SilverMarket #PreciousMetals #MarketBubbles #InvestorRisk #MacroInvesting

The Real Investment Show Podcast
1-15-26 Market Rotation Is Broadening — But Risks Remain | Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Jan 15, 2026 5:43


Markets are quietly broadening beneath the surface. While mega-cap stocks continue to dominate headlines, money is rotating into small caps, mid caps, value stocks, and even international equities. The S&P Equal Weight Index just set a new all-time high—even as the S&P 500 lagged—highlighting improving market breadth. Small caps and mid caps have closed part of their long-standing performance gap with large caps, but meaningful differences remain. The Russell 2000 and S&P 600 are still trailing the S&P 500, and small caps remain highly sensitive to economic slowdowns. Roughly 40% of the small-cap universe is unprofitable, making today's valuation enthusiasm especially vulnerable if growth expectations disappoint. Value stocks, defensive names, and select international markets are participating, suggesting this rally is not as narrow as many headlines imply. However, rotation does not eliminate risk—it shifts it. Investors should be cautious chasing economically sensitive areas at elevated valuations and remain disciplined with diversification, rebalancing, and risk management as market leadership evolves. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRotation #SmallCapStocks #MarketBreadth #RiskManagement #InvestingStrategy

The Real Investment Show Podcast
1-15-26 Silver's Surge: Bubble or Fundamentals?

The Real Investment Show Podcast

Play Episode Listen Later Jan 15, 2026 52:55


Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. 0:00 - INTRO 0:19 - Oil Prices Slide, CPI/PPI Moderate 8:15 - Index Performance Comparisons 14:33 - PPI/CPI Increase rate Cut Expectations 17:19 - The Risks of Reflation 20:48 - GDP Predictions? 23:08 - The Saga of the Silver Bubble 26:18 - Meme Stocks & SPAC's 29:57 - What's the Narrative in Silver? 31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances 34:03 - Unlike God, Silver is a Critical Mineral 36:44 - Speculation in Silver? 38:25 - Portfolio Positioning & Position Sizing 47:19 - Don't Take Advice from the Guy that's Selling 48:17 - Market Behavior Commentary 49:54 - Markets' Rotation into Anything that's not a Mag-7 Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=Bbdac54510I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Q & A Wednesday - Your Money & Market Questions Answered " here: https://www.youtube.com/watch?v=jAYfTLVka6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Market Rotation Is Broadening — But Risks Remain," is here: https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRotation #SmallCapStocks #MarketBreadth #RiskManagement #InvestingStrategy#SilverMarket #PreciousMetals #MarketBubbles #InvestorRisk #MacroInvesting

Show & Vern
Can the Royals rotation repeat its performance for a third straight season?

Show & Vern

Play Episode Listen Later Jan 15, 2026 6:42


Can the Royals rotation repeat its performance for a third straight season? full 402 Thu, 15 Jan 2026 16:24:36 +0000 JhFf7jV3cpyhDFU0jTkR4OV3hck6dBkM mlb,kansas city royals,society & culture Cody & Gold mlb,kansas city royals,society & culture Can the Royals rotation repeat its performance for a third straight season? Hosts Cody Tapp & Alex Gold team up for 610 Sports Radio's newest mid-day show "Cody & Gold."  Two born & raised Kansas Citians, Cody & Gold have been through all the highs and lows as a KC sports fan and they know the passion Kansas City has for their sports teams."Cody & Gold" will be a show focused on smart, sports conversation with the best voices from KC and around the country. It will also feature our listeners with your calls, texts & tweets as we want you to be a part of the show, not just a listener.  Cody & Gold, weekdays 10a-2p on 610 Sports Radio.  2024 © 2021 Audacy, Inc. Society & Culture False https://player.am

MLB Morning Lineup Podcast
Arenado finds a new home; Yanks bolster rotation

MLB Morning Lineup Podcast

Play Episode Listen Later Jan 14, 2026 11:08


The Cardinals dealt 10-time Gold Glover Nolan Arenado to the D-backs in a deal that makes a lot of sense for both sides. Meanwhile, another Marlins pitcher is on the move, as the Yankees acquired Ryan Weathers for four prospects, bringing much-needed rotation depth (and maybe more?) to the Bronx. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

RealAgriculture's Podcasts
Wheat Pete's Word, Jan 14: Rotation battles, manure missteps, and herbicide resistance risks

RealAgriculture's Podcasts

Play Episode Listen Later Jan 14, 2026 24:37


Wheat Pete is back in the pulpit this week with passionate calls for better manure stewardship, more diverse crop rotations, and a wary eye on weed resistance. He shares standout moments from Ontario’s winter ag conferences and dives into listener questions on phosphorus placement, product flops, and winter wheat survival. Have a question you’d like... Read More

SpaceTime with Stuart Gary | Astronomy, Space & Science News
Galactic Mechanics: How Dark Matter and Neutrinos Shape the Universe

SpaceTime with Stuart Gary | Astronomy, Space & Science News

Play Episode Listen Later Jan 13, 2026 23:52 Transcription Available


Sponsor Link:This episode of SpaceTime is brought to you with the support of Squarespace. When it's time to get a presence online, go with the folks who support us...and build the best websites easily. No hassles. You can check out their special offer for SpaceTime listeners by visiting our special URL....Click HereIn this episode of SpaceTime, we uncover new evidence suggesting that dark matter may interact with neutrinos, a revelation that could reshape our understanding of the universe. We also discuss a serious medical issue that has forced one of the crews aboard the International Space Station to return home early, and learn about the remarkable discovery that galaxies spin like clockwork.Dark Matter and Neutrinos: A Possible InteractionScientists are challenging the long-standing standard model of particle physics with new findings indicating that dark matter and neutrinos may interact. This groundbreaking research, reported in Nature Astronomy, provides a rare glimpse into the universe's hidden components. By analyzing data from both the early and late universe, researchers suggest that these elusive cosmic entities could influence the formation of galaxies and other structures, potentially addressing discrepancies observed in cosmological measurements.Medical Emergency Forces ISS Crew to Return EarlyNASA's SpaceX Crew 11 is returning to Earth ahead of schedule due to a medical concern involving one of the astronauts. While the situation is stable and not classified as an emergency, the decision was made to ensure the crew member receives comprehensive medical evaluation on the ground. This marks a historic moment, as it is the first time in 26 years of ISS operations that a medical issue has necessitated an early return.Galaxies Spin Like ClockworkRecent studies have confirmed that galaxies rotate approximately once every billion years, regardless of their size. This research, published in the Monthly Notices of the Royal Astronomical Society, reveals a consistent rotational pattern across different types of galaxies, enhancing our understanding of their mechanics and structure. The findings indicate that older stars exist even at the edges of galaxies, providing valuable insights into galactic formation and evolution.www.spacetimewithstuartgary.com✍️ Episode ReferencesNature AstronomyMonthly Notices of the Royal Astronomical SocietyBritish Medical JournalBecome a supporter of this podcast: https://www.spreaker.com/podcast/spacetime-your-guide-to-space-astronomy--2458531/support.

The Non-Negotiables: Arsenal Podcast
E161 "Pushing Past Pompey: Martinelli Hat-Trick as Arsenal Rotate and Refocus Before the Chelsea Semi-Final"

The Non-Negotiables: Arsenal Podcast

Play Episode Listen Later Jan 13, 2026 59:41


Arsenal head to Fratton Park for a heavily rotated FA Cup tie as Mikel Arteta looks to manage minutes after a demanding festive period. With ten changes to the starting XI, the discussion centres on squad depth, fringe players getting opportunities, and how standards are maintained despite wholesale rotation.The episode focuses on Gabriel Martinelli's response after a difficult week in the spotlight, as he delivers a hat-trick performance that sparks wider debate around confidence, form, and what a strong showing against lower-league opposition really tells us. The panel assess missed chances, set-piece effectiveness, and the recurring importance of timing, movement and decision-making in the final third.There's detailed analysis of individual performances across the pitch, including minutes for returning players, youth involvement, and how certain roles are being managed within Arteta's system. The conversation also touches on discipline, game management, and what Arsenal can — and can't — take forward from a cup tie like this.In the second half, attention turns to the broader picture. The panel react to a major contract renewal, discuss changes behind the scenes at the club, and examine what those shifts could mean for Arsenal's long-term structure. There's also discussion around marginal gains, including set-pieces and throw-ins, and how fine details continue to shape Arteta's approach.The episode closes with a preview of the upcoming Chelsea semi-final, debating selection, rotation versus continuity, and how Arsenal should balance short-term knockout ambition with the demands of a congested fixture schedule.Chapters:(00:00) - Arteta's Non-Negotiables Intro(00:53) - Rotation at Fratton Park: Ten Changes and Squad Management(02:08) - Bench Depth, Returns and Youth Opportunities(02:52) - 1-0 | Early Sloppiness and a Wake-Up Call(04:30) - 1-1 | Set-Piece Response and Own Goal Impact(05:16) - Madueke: End Product vs Off-Ball Work(06:06) - 1-2 | Martinelli's First: Near-Post Movement and Set-Piece Value(07:51) - Missed Chances, Confidence and Finishing Debate(09:41) - Penalty Drama and Decision-Making(11:33) - 1-3 | Quick Restart, Game Control and Martinelli's Second(14:07) - 1-4 | Hat-Trick Moment: Corners, Timing and Momentum(15:40) - Substitutions, Returns, Youth Minutes & Stats(18:34) - Nwaneri, Creativity and Role Interpretation(21:20) - Ben White's Performance and Defensive Balance(22:35) - FA Cup Context and Fixture Demands(24:00) - PT.2 Saka Contract Renewal Reaction(27:03) - Per Mertesacker's Departure and Academy Impact(31:13) - Marginal Gains: Throw-Ins and Fine Details(36:21) - Centre-Back Depth and Transfer Speculation(43:27) - Chelsea Semi-Final Preview: Selection and Priorities(48:41) - Havertz Minutes, Rotation and Short-Term Planning(51:57) - Left-Side Balance and Tactical Trade-Offs(57:48) - Final Thoughts and Looking Ahead

Bleav in Nets
Is the Michael Porter Jr NIGHTMARE over? Will the Nets be able to bounce back with Porter back in the rotation? Can Powell shine in the absence of Egor with Thomas Leuthner

Bleav in Nets

Play Episode Listen Later Jan 12, 2026 12:19


Will the Nets be able to shine after a tough loss against the Grizzlies? Is Michael Porter Jr set to remain a Net for the remainder of the year? Find out here with Thomas Leuthner Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lead-Lag Live
Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns

Lead-Lag Live

Play Episode Listen Later Jan 12, 2026 36:56 Transcription Available


In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how investors should approach fixed income and equity income strategies for 2026 as markets adapt to a changing interest rate environment.From Federal Reserve rate cuts and inflation trends to credit spreads, preferreds, and equity sector rotation, Hatfield explains why income investors may need to rethink traditional allocations—and where the most compelling risk-adjusted opportunities may emerge in the next market cycle.In this episode:– How Fed rate cuts could reshape fixed income returns– Why high-yield bonds and preferreds may outperform investment grade– Equity income opportunities beyond mega-cap tech– Small caps, sector rotation, and valuation discipline– How to position income portfolios for 2026 and beyondLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#FixedIncome #EquityIncome #Investing2026 #InterestRates #MarketOutlook #IncomeInvesting #WealthManagement #PortfolioStrategyStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Giant Cocktails: A San Francisco Giants Baseball Podcast
Are the Giants Blowing Their Opportunity to Win?

Giant Cocktails: A San Francisco Giants Baseball Podcast

Play Episode Listen Later Jan 12, 2026 54:19


The 2026 Rotation is set. Our curmudgeons discuss the signing of Tyler Mahle, the non-signing of Tatsuya Imai, and whether the Giants have enough pitching to succeed in 2026. They also discuss if the Giants are blowing their opportunity to take advantage of the solid core of players they've already assembled.On the cocktail side of things, Ben is drinking Candlekeep Team while Matthew is drinking an Espresso Martini. Recipes below.Candlekeep Tea1 1/2 cups Gin1/2 cup Orange Liqueur1/2 cup sweet vermouth1/2 ounce bitters12 ounces water2 orange wheels4 cloves1 cinnamon stick2 tea bags Earl Gray Tea1/4 cup sugarBring the water to a boil and remove from heat. Add the sugar, cloves, cinnamon stick, oranges wheels and tea bags and allow to steep for at least 6 minutes. A longer steep will result in stronger flavors. Combine the gin, orange liqueur, vermouth, and bitters in a large heat proof pitcher. Strain the tea mixture through a fine strainer into the pitcher. Stir gently to combine. (Note that final result will be luke warm, you can heat gently on the stove in a large vessel or enjoy as is. Do not add ice as it will overly dilute the cocktail.)Espresso Martini2 oz Vodka1 oz Mr. Black's Coffee Liqueur1 oz Espresso (warm or room temp)1/4 oz Spiced Demerara Syrup1 Dash Aztec Chocolate BittersShake all ingredients with ice. Shake it hard. For about 20 seconds. Strain into a martini glass. Garnish with three espresso beans - one for each World Series Championship.

Salt City Hoops Utah Jazz Podcast
Trae Young Trade Impact + Recent Rotation Observations

Salt City Hoops Utah Jazz Podcast

Play Episode Listen Later Jan 9, 2026 69:47


Trade season is suddenly upon us in 2026! Mark Pereira (@markrussellpereira.bsky.social) from Salt City Hoops breaks down the overall deal before getting into why the Jazz should be paying attention to it for future roster management purposes. Then, some rotation decisions over the past two weeks has Mark questioning some things while also pointing out some interesting developments.#nba #basketball #utahjazz

The Anfield Index Podcast
Media Matters: FA Cup Rotation and the Burnley League Test

The Anfield Index Podcast

Play Episode Listen Later Jan 9, 2026 19:11


Looking ahead, the focus turns to squad management and priorities as Liverpool prepare for an FA Cup tie against Barnsley followed by a key league fixture against Burnley. The discussion centres on rotation, injury risk, momentum, and how these two matches could influence Liverpool's league standing and confidence going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The GallowgateShots Podcast
Full Strength or Rotation ? | Newcastle United v Bournemouth | Match Preview

The GallowgateShots Podcast

Play Episode Listen Later Jan 9, 2026 18:56


Kris is joined by Daryl and Nichol to look ahead to Saturday's FA Cup clash between Newcastle United and Bournemouth. With a packed schedule and big ambitions this season, the panel debates the key question on every fan's mind: Will Eddie Howe risk resting players, or go all-in for the cup? We break down: ⚽ Expected line-ups and possible rotations ⚽ Key battles that could decide the tie ⚽ Howe's FA Cup priorities vs league commitments ⚽ Predictions and scorelines Whether you're a Newcastle fan, a Bournemouth supporter, or just love the FA Cup magic, this is one you won't want to miss.

Table Setters: A Baseball Podcast
Random MLB Team Draft, Position-Locked Lineups, Rotation Builds, & Who Actually Built It Better? | 130

Table Setters: A Baseball Podcast

Play Episode Listen Later Jan 9, 2026 68:15


Episode 130 of Tablesetters is a concept-driven mini episode built around roster construction, positional value, and decision-making under real constraints, as Steve and Devin each attempt to build a complete MLB lineup using nothing but a random team generator. The episode opens with a straightforward but demanding premise. Each host takes turns hitting a random MLB team generator. When a team comes up, that host must select one player from that franchise to fill a specific roster spot. Once a position is filled, it is locked for the rest of the build. By the end of the exercise, both hosts must complete a full roster that includes a catcher, all infield and outfield positions, a designated hitter, a starting pitcher, and a closer. From there, the discussion quickly becomes about strategy rather than luck. With players restricted to positions they have actually played, every choice forces a tradeoff between talent, positional scarcity, and long-term flexibility. Do you secure a premium shortstop or center fielder early before options narrow? Do you prioritize an ace-level starter while the board is still deep? Do you wait on DH knowing it offers the most flexibility but still carries opportunity cost? Each pick reshapes the rest of the lineup. As the draft unfolds, Steve and Devin explain their reasoning in real time, walking through how randomness creates pressure, exposes weaknesses in roster planning, and reveals different philosophies about how a team should be built. Certain teams present obvious advantages, while others force difficult decisions that test how well each host can adapt on the fly. Once both rosters are complete, each host sets a full batting order from one through nine, explaining lineup balance, run creation, and how their team would function over a full season or in a postseason series. The episode closes with a direct comparison of rotations and closers, followed by the central question that frames the entire exercise: whose team is actually better? The final verdict is left to the audience, with both completed lineups shared for a fan vote after the episode drops. ⚾️ One random draw at a time, real roster constraints at every position, and a full lineup built from scratch.

InvestTalk
The 2026 "Great Rotation": Tech vs. The Old Economy

InvestTalk

Play Episode Listen Later Jan 8, 2026 46:20 Transcription Available


As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.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

MKT Call
The Rotation Out Of Tech Continues

MKT Call

Play Episode Listen Later Jan 8, 2026 9:02


MRKT Matrix - Thursday, January 8th Dow ticks higher, but Nasdaq struggles as traders rotate out of tech (CNBC) The December jobs report is due out Friday. Here's what it is expected to show (CNBC) A US Trader's Guide to the Supreme Court's Looming Tariff Ruling (Bloomberg) Best Stock Trade of 2025 Keeps Running, Question Is for How Long (Bloomberg) AI ‘Fatigue' Leaves Investors Focused on S&P's Other 493 Stocks (Bloomberg) U.S. Trade Deficit Unexpectedly Falls to Lowest Level Since 2009 (WSJ) Consumer outlook improves despite job worries, New York Fed survey finds (CNBC) Trump Team Works Up Sweeping Plan to Control Venezuelan Oil for Years to Come (WSJ) US Defense Majors Face a $110 Billion Conundrum to Please Trump (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The Real Investment Show Podcast
1-8-26 Sector Rotation Quietly Begins | Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Jan 8, 2026 3:11


Markets pulled back modestly Wednesday after reaching an intraday all-time high, as afternoon selling trimmed gains. While overall market trends remain constructive and prices are well above key moving averages, leadership is beginning to shift beneath the surface. Healthcare—one of the most oversold sectors back in September—has now rotated into the most overbought territory, with standout strength from names like Google and Eli Lilly. Meanwhile, traditionally defensive areas such as Staples, Utilities, and Real Estate are now among the most oversold sectors, suggesting potential opportunities if volatility picks up. Looking ahead, markets may face short-term catalysts from the Bloomberg Commodity Index rebalancing, which could introduce volatility within commodity-related assets. The first employment report of the new year arrives tomorrow, followed by the start of earnings season next week—both of which could move markets more meaningfully while volatility remains suppressed. Given elevated positioning and sensitivity to incoming data, we continue to advise caution with allocations as these key reports are released. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=l6zc2wXLn5o&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #SectorRotation #StockMarketNews #EconomicData #MarketVolatility

Off The Bench with Thom Brennaman
Paul Dehner Jr. On Bengals Offseason + Reds Starting Rotation & TV Deal Discussion

Off The Bench with Thom Brennaman

Play Episode Listen Later Jan 8, 2026 59:12


The Bengals face a pivotal 2026 offseason after finishing 6–11 and missing the playoffs again, placing added emphasis on making smart roster decisions in free agency. Trey Hendrickson is arguably the biggest free-agent name on Cincinnati's roster. The veteran edge rusher, who led the NFL in sacks in 2024, is slated to hit unrestricted free agency after a one-year, high-salary deal in 2025 that didn't include a long-term extension. Teams around the league view him as one of the top pass-rushing free agents available, and the Bengals must decide whether to use the franchise tag (which could cost roughly $36 million), pursue a multi-year deal, or let him test the open market. Joseph Ossai has emerged as one of Cincinnati's more intriguing free agents. After returning on a one-year “prove-it” contract in 2025 and matching solid production, Ossai could be a priority for retention. His youth and pass-rush upside make him a logical target for a return if the Bengals value continuity on the defensive front. On offense, Noah Fant is another unrestricted free agent. The tight end signed a modest one-year deal in 2025 and has contributed as a blocker and occasional receiver. The Bengals could bring him back on a similar short-term arrangement to maintain offensive balance, but he's also likely to draw interest elsewhere. Dalton Risner has become a fan favorite on the offensive line after late-season play in 2025. He's publicly expressed a desire to stay, and retaining him would help stabilize Joe Burrow's protection. Cam Taylor-Britt is the most uncertain of this group. The cornerback's performance declined in 2025, and off-field issues and injury history may suppress his market value, potentially complicating re-signing discussions. Overall, the Bengals approach 2026 free agency with significant cap space and crucial decisions on whether to retain core contributors or let them walk and reinvest elsewhere. Music from #InAudio: https://inaudio.org/ Track Name Holy (Trap). Music from #InAudio: https://inaudio.org/ Track Name Exercise (Rock). #Bengals #NFL #OffTheBench

MASN All Access Podcast: Orioles
EP 113: Where does an Eflin reunion leave the O's rotation?

MASN All Access Podcast: Orioles

Play Episode Listen Later Jan 7, 2026 42:00


Zach Eflin is back in an Orioles uniform. What does it mean for the O's rotation? "The Bird's Nest" breaks down Eflin's reunion.

DK Pittsburgh Sports Radio
DK's Daily Shot of Penguins: The kid rotation?

DK Pittsburgh Sports Radio

Play Episode Listen Later Jan 6, 2026 15:35


Could rotating the kids be enough for all these forwards? Hear award-winning columnist Dejan Kovacevic's Daily Shots of Steelers, Penguins and Pirates -- three separate podcasts -- every weekday morning on the DK Pittsburgh Sports podcasting network, available on all platforms: https://linktr.ee/dkpghsports Learn more about your ad choices. Visit megaphone.fm/adchoices

Cougar Sports with Ben Criddle (BYU)
1-6-26 - Hour 2 - What does BYU basketball's rotation look like after one game of conference play?

Cougar Sports with Ben Criddle (BYU)

Play Episode Listen Later Jan 6, 2026 44:58 Transcription Available


Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Kauffman Corner
Better or Worse, Breaking Down the 2026 Royals Pitcher by Pitcher!

Kauffman Corner

Play Episode Listen Later Jan 6, 2026 64:25


Last week (Episode 241) we projected where the Royals would be better/worse among the Position Players and this week we're taking a look at the Pitching Staff.Rany Jazayerli (Co-Founder Baseball Prospectus/@Jazayerli) and Soren Petro (Sports Radio 810-WHB, 810whb.com/@SorenPetro) break down the pitching staff by how many wins they think the Royals have improved or regressed this offseason.- Royals extend Matt Quatraro through '29/Option for '30.- Health is the key at the top of the Rotation.- Back of the rotation may not be what it looks like now.- Is middle relief one of the biggest improvements?- Did the back of the bullpen improve with the Strahm addition?- Should the Royals fear the age of the back of the pen?

KNBR Podcast
1-6 Mike Krukow joins the show to discuss the addition of Tyler Mahle to the starting rotation & if we can expect any additional moves to be made this offseason

KNBR Podcast

Play Episode Listen Later Jan 6, 2026 18:15


Mike Krukow joins the show to discuss the addition of Tyler Mahle to the starting rotation & if we can expect any additional moves to be made this offseasonSee omnystudio.com/listener for privacy information.

Ben & Woods On Demand Podcast
9am Hour - The Reindl Report, SDSU vs Nevada, + Padres Rotation

Ben & Woods On Demand Podcast

Play Episode Listen Later Jan 6, 2026 39:25


Ben & Woods open up the 9am hour with The Reindl Report and a few of Paulie's top stories of the morning. Then the guys preview tonight's game between San Diego State and Nevada with the Aztecs actually entering the game as underdogs, and the guys talk a little more Padres baseball before we spin the topic wheel a couple of times and sign off for a Tuesday morning! Listen here!

Murph & Mac Podcast
1-6 Mike Krukow joins the show to discuss the addition of Tyler Mahle to the starting rotation & if we can expect any additional moves to be made this offseason

Murph & Mac Podcast

Play Episode Listen Later Jan 6, 2026 18:15


Mike Krukow joins the show to discuss the addition of Tyler Mahle to the starting rotation & if we can expect any additional moves to be made this offseasonSee omnystudio.com/listener for privacy information.

CSG Podcast
MORTCAST BONUS: Nuggets STUN the Sixers down SEVEN rotation players

CSG Podcast

Play Episode Listen Later Jan 6, 2026 20:43


Bonus Mortcast on CSG and MHS. The Nuggets pull off a miraculous victory over the Philadelphia 76ers 125-124 in overtime. Pickett, Watson, Jones and ... Hunter Tyson (??) lead the way for the Nuggets. Joel Embiid had a terrible 4th and Overtime leading directly to the Nuggets victory. Enjoy the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Real Investment Show Podcast
1-6-26 Sector Rotation Signals Improving Market Breadth | Before the Bell

The Real Investment Show Podcast

Play Episode Listen Later Jan 6, 2026 3:52


Markets are quietly sending important signals beneath the surface. Energy led early gains Monday, but strength broadened into financials as capital continued rotating from growth into value stocks. Over the past several weeks, value has steadily outperformed growth, while leadership has begun shifting away from mega-cap stocks into more underlying areas of the market. Notably, the S&P equal-weighted index reached a new all-time high, even as the cap-weighted index lagged. The performance gap between the two has narrowed from roughly 10% to about 6%, signaling improving market breadth. This rotation suggests investors are becoming more selective while positioning more defensively amid the potential for higher volatility. Technically, markets remain above the 20-day moving average and are close to triggering a short-term MACD buy signal. If follow-through continues near all-time highs, an upside breakout could provide additional tailwinds in the near term. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=sttQ3aaH4Rc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 --- Articles mentioned in this report: 2026 Market Outlook Based On Valuations https://realinvestmentadvice.com/resources/blog/2026-market-outlook-based-on-valuations/ "Fed's Soft Landing Narrative Meets Economic Data" https://realinvestmentadvice.com/resources/blog/feds-soft-landing-narrative-meets-economic-data/ --- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBreadth #SectorRotation #ValueStocks #MarketOutlook #StockMarketToday

Balk Talk: NBC Sports Bay Area Baseball Podcast
Why rotation still 'not strong enough' despite recent signings

Balk Talk: NBC Sports Bay Area Baseball Podcast

Play Episode Listen Later Jan 5, 2026 49:31


On "Giants Talk," hosts Cole Kuiper and Alex Pavlovic return with the latest on San Francisco's offseason, look ahead to Logan Webb's participation in the World Baseball Classic and discuss the latest around MLB.--(3:23) - Wade Meckler DFA'd(7:00) - Looking back at struggling draft classes(9:16) - Giants, Tyler Mahle agree to 1-year, $10M deal(15:10) - Tatsuya Imai signs with Houston Astros(26:57) - Logan Webb joins Team USA for World Baseball Classic(39:02) - Fan mailbag questions Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bench with John and Lance
1/03 Hour 2 John and Lance: Potential Astros rotation options + College Football

The Bench with John and Lance

Play Episode Listen Later Jan 5, 2026 45:10


Shirtless Plantain Show
Special Fried Rice (Bournemouth 2-3 Arsenal) | SPS Episode 709

Shirtless Plantain Show

Play Episode Listen Later Jan 4, 2026 62:31


Join Deen, Coach and Mitch as they cover Arsenal's win at the Vitality Stadium beating Bournemouth 3-2. The gang cover:- Rotation and team selection- Player relationships- Declan Rice!- How Arsenal manage the squad in this period - Much More!