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This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, August 31st. Show Notes Trump vs the Bond Market (NYT) Military leaders warn Hegseth against extending Iran war operations (Washington Post) Corporate America's Profits Are Booming—and Signal More Good Times Ahead (WSJ) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
What if creativity isn't a talent you're born with, but a muscle you've simply stopped using? In Daily Creative, Blythe Harris and Mallory May make the case that everyone is creative — even the people convinced they can't draw, paint, write, or make anything “good.” The real problem is that perfectionism, routine, and our obsession with getting things right have trained many of us to stop experimenting altogether. In this conversation with Rufus, Blythe and Mallory reveal why even a few minutes of creative play can boost well-being, sharpen your thinking, and pull you out of autopilot. They share simple ways to quiet your inner critic, explain why constraints can actually make you more creative, and show how noticing what catches your eye can help you develop a point of view that's genuinely your own. And in an age of AI and automation, they argue that exercising your creativity may matter more than ever.
Send us Fan MailDay trading "promises" fast profits, excitement, and control...but does it follow through on those promises? In this episode, we examine the risks of day trading through both real-world data and biblical wisdom, exploring why patience, long-term investing, and faithful stewardship offer a more enduring path to financial health and spiritual freedom.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.=========================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =========================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.=========================0:00 - Intro0:50 - Have we already hit AGI?2:51 - Why we can't control superintelligence5:14 - Could a global ban on superintelligence actually work?8:45 - Are AI labs really taking safety seriously?15:52 - Mass job loss & the economics of AGI22:03 - The surprising link between AI & bitcoin29:07 - A world of AI abundance, & why scarcity wins31:45 - AI watermarks, & the death of trust35:33 - Pros & Cons of physical AI world38:40 - What would it take to trust humanoid robot?39:50 - Brain computer interfaces: a good idea?42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies54:07 - Open source vs closed, & the US vs China AI race57:34- Is bitcoin the one crypto project built to last?1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 111:06:09 - What would it take to actually declare AGI?1:09:35 - How the public can help with AI safety
Want to be a better leader? Start by doing less. In her new book, Leadership Intelligence, Caroline Webb shows how smart delegation, ruthless prioritization, and the right time management techniques can help you make better decisions. In this episode, Caroline and Rufus discuss how to be a better leader by using your time more intentionally, delegating work you should no longer own, and helping your team do their best thinking. Caroline shares practical tools for team management, decision-making, communication skills, saying no without damaging relationships, avoiding multitasking, and focusing on the highest and best use of your leadership. __________ Today's episode is sponsored by: Granola — The AI notepad with notes, actions, and memory, and no annoying meeting bots. Try it totally free for three months at granola.ai/idea IM8 — Athletes. Doctors. They all drink IM8. Get a free welcome kit, five free travel sachets, and 10% off your order when you use code NBI at im8health.com/nbi Momentous — If you want to try Momentous Signature Spec Creatine, head to livemomentous.com and use code IDEA for up to 35% off your entire first order Upwork — Find freelancers for any project. Visit upwork.com right now and post your job for free Wealthfront — Earn up to 4.30% APY with Wealthfront's high-yield cash account for a limited time at wealthfront.com/nbi Wealthfront Disclosures: This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The host of The Next Big Idea, Caleb Bissinger (“Media Partner”), is a client of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their podcast, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the three month 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at wealthfront.com/promo-terms. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”). Wealthfront Brokerage does not pay interest. Funds in the Cash Account are swept to Program Banks where they earn a variable APY and are eligible for FDIC insurance. Conditions apply. For a list of Program Banks, see: www.wealthfront.com/programbanks. FDIC pass-through insurance, which protects against the failure of Program Banks, not Wealthfront, is not provided until the funds arrive at the Program Banks. While funds are at Wealthfront Brokerage, and while they are transitioning to and/or from Wealthfront Brokerage to the Program Banks, the funds are eligible for SIPC protection up to the $250,000 limit for cash. FDIC insurance is limited to $250,000 per customer, per bank, regardless of whether those deposits are placed through Wealthfront Brokerage. You are responsible for monitoring your total deposits at each Program Bank to stay within FDIC limits. Wealthfront works with multiple Program Banks to make available up to $8 million ($16 million for joint accounts) of pass-through FDIC coverage for your cash deposits. For more info on FDIC insurance coverage, visit www.FDIC.gov. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Fees & Eligibility requirements may apply to certain checking features. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Product images are for illustrative purposes and do not reflect individual experiences, account balances, or performance.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami & Liz Thomas down the top market headlines and bring you stock market trade ideas for Monday, August 24th. Show Notes Scott Bessent: an economic D-Day is coming for Iran (FT) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Are we headed for another housing crash — or is today's market fundamentally different from 2008?On this Ask Farnoosh Friday, Farnoosh digs into the state of the housing market with insights from real estate economist Dr. Joshua Harris, Academic Director of the Fordham Real Estate Institute. While some overheated markets are already seeing prices decline, Harris explains why today's housing landscape looks very different from the run-up to the Great Financial Crisis — particularly when it comes to housing supply, lending standards and homeowner equity.Farnoosh also examines the explosive growth of Buy Now, Pay Later, which is increasingly being used not just for clothes and electronics, but for groceries, rent, utilities, medical bills and even taxes. The question she wants consumers to ask: Are you using BNPL to solve a timing problem — or an affordability problem? Because those are two very different financial challenges.Plus, shopping scams are getting dramatically harder to spot thanks to artificial intelligence. The old advice — look for typos, awkward emails and suspicious-looking websites — isn't enough anymore. Farnoosh shares the new safeguards consumers should be using to protect their accounts, passwords, loyalty points and credit cards.Then, two excellent listener questions.First, Anne is in her 40s after spending two decades moving between employers and has accumulated a collection of 401(k)s, 401(a)s, 403(b)s and a rollover IRA. Should she consolidate everything? And is it actually safer to keep retirement money spread across multiple institutions in case one brokerage fails?Farnoosh explains the important difference between diversifying your investments and diversifying your custodians, how protections such as SIPC work, and why simplifying your retirement accounts can make sense — but only after checking fees, investment choices and plan-specific benefits.Finally, a listener follows up on the new Trump Accounts for children: Why is Robinhood the sole initial brokerage and trustee? Why can't families simply choose Vanguard, Fidelity or another provider from day one? And did Robinhood somehow pay for exclusive access?Farnoosh went digging. She explains the relationship between the U.S. Treasury, BNY Mellon and Robinhood, why Robinhood's role is described as initial rather than permanent, and why families should eventually be able to transfer Trump Account assets to another eligible provider. She also examines why questions about transparency are reasonable given the enormous customer-acquisition opportunity the program represents for Robinhood.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
WATCH 'The Dick & Paul Show' on YouTube: https://youtu.be/LtLBhBp5T40 This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan sits down with Paul Costolo, former CEO of Twitter and current VC. They start with Dick's early comedy days (Second City alongside Steve Carell, two SNL auditions that didn't pan out) and his stint writing for HBO's Silicon Valley, before diving into his path from founding FeedBurner to running Twitter through its IPO — including candid stories about the culture shift from private to public company life, and a surreal late-night run-in with Jack Dorsey in Paris in the middle of Elon Musk's takeover drama. From there they get into Dick's venture firm, 01 Advisors, and his thesis on investing in the AI "enablement layer" (the infrastructure sitting above the models) rather than chasing the flashiest apps. Dick shares his read on today's eye-popping valuations — including Stripe's $7 billion acquisition of OpenRouter and a leaked investor letter claiming "the singularity happened on New Year's Day" — and gives his predictions for the coming wave of AI IPOs, arguing Anthropic and SpaceX are well positioned while OpenAI could face a tougher road given its executive turnover and messaging challenges. They close by talking about prediction markets (and the striking gap between how well people think they're doing on platforms like Kalshi versus reality), before wrapping up with a plug for Dick's own podcast, the Dick and Paul Show. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Today, we're revisiting Rufus's conversation with Yuval Noah Harari about his book Nexus. It's Harari at his best — a soaring overview of human history that turns, almost imperceptibly, into a gripping argument about the world we are building right now. The questions he raises about how AI affects our politics are even more relevant now than they were back then. At the time, Harari warned that AI was moving "much, much faster" than he expected. Since then, it has only accelerated — and so have Harari's concerns. At Davos this year, he said: "Anything made of words will be taken over by AI. If laws are made of words, then AI will take over the legal system. If books are just combinations of words, then AI will take over books." Which makes the ideas they explore in this conversation feel less like speculation about the future and more like a description of the present. __________
Send us Fan MailWhat's the difference between investing and trading? And does the distinction matter from a biblical perspective? In this episode, we explore why long-term investing aligns more closely with faithful stewardship, the dangers of speculation and get-rich-quick thinking, and how Christians can approach building wealth with patience, wisdom, and purpose.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Your brain is a master storyteller. The problem? It's also an unreliable narrator. We like to think our beliefs are built on facts, logic, and careful reasoning. But psychologist and author Owen Fitzpatrick argues that the process often works in reverse: we decide what feels true, then search for evidence that proves us right. This can reinforce limiting beliefs, fuel political polarization, and make us surprisingly susceptible to propaganda. In this conversation with guest host Michael Kovnat, Owen explores how these narratives shape our confidence, identity, and decisions — and what it takes to change them.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami down the top market headlines and bring you stock market trade ideas for Monday, August 17th. Articles Mentioned Anthropic investors bet on $2tn valuation in record IPO (FT) Why Big Tech's AI Spending Is $3 Trillion Higher Than It Seems (WSJ) Nvidia Nears Deal to Guarantee Roughly $100 Billion in Credit for OpenAI (The Information) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.====================0:00 - Intro0:50- Why stocks keep climbing despite AI fears2:41 - Jordy's AI portfolio & calling market bottoms7:05 - Inflation report & the Bayesian mindset11:27 - Figure Technologies & the tokenization boom19:47 - Why JPMorgan and legacy banks are at risk24:18 - Bitcoin is the "S&P 500 of ten years from now"26:14 - Anthropic, OpenAI & the AI IPO wave31:25 - AI goes mainstream: his wife & raising kids in the AI era42:43 - ICE deportations & the inflation debate47:47 - Politics, protests & the AI data center fight55:50 - Jordi's weekly videos & how you can help him
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potential Software Take-Private Deals and Valuation Trends (13:55) BBB Foods: A Mexican Retail Growth Story (15:46) Airport Operator Diversification and Growth in Latin America (17:48) Discussion on Banking Sector Earnings and Financial Stability (20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation (28:02) Predictions on Next Potential 'Trade Desk' Stock (31:56) Financial Results of Nu Bank and Growth in Mexico (50:01) Walmart, Costco, and Latin American Retail Opportunities (52:08) Sports Betting, Prediction Markets, and Investment Risks ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
We've had many bracing thinkers on this show, but Sara Walker might take the cake. A physicist and astrobiologist at Arizona State University, her book Life as No One Knows It: The Physics of Life's Emergence is a thrilling exploration of life's origins and the search for it across the cosmos. This episode first aired in December 2024.
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss: (00:00) Introduction (02:09) Major changes in the media sector over recent years (08:12) Disney's current position (12:51) The challenges and opportunities in sports (22:40) Impacts of social media platforms on media consumption (34:38) The influence of platforms like YouTube, TikTok, and Reels (44:24) Netflix's content strategy, gaming, and future directions (47:37) Netflix stock performance and valuation concerns (55:41) Regulatory and competitive landscape in media mergers TSOH Investing Research: https://thescienceofhitting.com/ ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
What should you do after receiving an inheritance, selling a home, or otherwise coming into a large sum of money? The excitement and anxiety that accompany a financial windfall can make people feel pressured to invest or spend it immediately. Acting too quickly, however, can lead to expensive decisions that are difficult to reverse. Today I'm discussing why you should slow down before touching the money, how to identify the goals and values that should guide your decisions, and why professional advice can help you avoid impulsive investments, excessive spending, and requests from friends or relatives. To learn how to handle a financial windfall without letting it slip away, tune in. CONNECT WITH AARON Website: https://www.aaronkatsman.com/ Email: aaron@lighthousecapital.co.il FOLLOW AARON Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ LISTEN TO THE AARON KATSMAN SHOW Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR DISCLAIMER Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
Send us Fan MailIf God doesn't need your money, then why does the Bible place such a strong emphasis on generosity? In this episode, we explore how giving isn't about meeting God's needs. It's about transforming our hearts, breaking the grip of money, and participating in God's work. Join us as we unpack what Scripture teaches about generosity and why giving is one of the greatest blessings God invites us into.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global Research at BofA Securities, reviews a powerful earnings season that continues to deliver broad-based EPS growth, even as investors become increasingly difficult to impress. The episode also examines mounting risks in European energy markets amid record temperatures and tightening gas inventories, the accelerating AI investment cycle driving memory demand following SK Hynix's landmark U.S. listing, and a potentially significant reshuffling of MSCI emerging-market indexes that could redirect billions of dollars in investor flows. Together, these developments offer a timely look at the forces influencing corporate profitability, energy security, AI infrastructure spending, and global capital allocation. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
We've optimized nearly every part of modern life. So why does it feel like we're missing the experience of actually living it? In The Small Stuff, Ian Bogost argues that our obsession with happiness, productivity, and efficiency has stripped everyday life of something essential: gratification, the immediate pleasure of physically engaging with the world around us. Today, he makes the case for rediscovering the sensory delights hiding in the life you already lead.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, August 10th. Checkout our pod with Mike: https://youtu.be/rRMX8h5fOuA Checkout The Boock Report: https://boockreport.com/ -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.===================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.===================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================0:00 - Intro0:54 - Why the last two weeks may be the most important in Bitcoin's history8:17 - What should the Fed do next?13:39 - AI stocks bounce hard: was that the bottom?21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race25:57 - How to position your portfolio for the compute boom33:26 - What frontier models get wrong (and why big companies move slow)38:40 - Google's talent exodus: is the stock at risk?41:23 - Does calendar seasonality still matter?42:43 - Valuing SpaceX: the compute business vs. the space hype44:42 - What's coming in Jordi's video this week
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:03) SpaceX's revenue projections and funding challenges (15:08) Uber's recent earnings and growth metrics (25:49) Trade Desk's earnings and market position (28:57) Coupon's earnings, challenges, and future prospects (33:45) Remitly's strong quarter and market position (36:53) Google's AI talent loss and its impact (50:04) Mercado Libre's growth, margins, and Latin American opportunity (01:00:11) Michael Saylor's Bitcoin song ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Please join Sphia Salim in conversation with Aditya Bhave, Mark Cabana and Meghan Swiber post-payrolls and US Treasury refunding. Given the limited guidance at last week's FOMC meeting and resulting US curve steepening, data has become an even stronger focal point for markets. We will discuss the implication of the NFP report for Fed speak, the September decision and US rates. We will also highlight any key takeaways from the Wednesday US Treasury refunding announcement. The call took place at 10am ET, 3pm BST, 4pm CET on Friday 7th Aug. Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
We live in a world that worships talent, a world that cheers natural athletes, exalts child prodigies, and venerates virtuosos. But admiring people who are blessed with innate abilities can lead us to underestimate the range of skills that we can learn and how good we can become. As Adam Grant explains in his new book, “Hidden Potential,” growth is not about the genius you possess — it's about the character you develop. Adam joins us today to talk about developing the character skills, motivational tools, and learning systems that can help ordinary people achieve extraordinary things. This episode first aired in October 2023.
On this episode of Chit Chat Stocks, Dave Ahern returns to the show to discuss dividend investing. (00:00) Introduction (01:25) How Dave Got Started with Dividends (02:52) Lessons Learned from 15 Years of Dividend Investing (08:41) Growth in Dividend Stocks and Organic Growth Expectations (13:51) Why Pepsi Might Be a Value Trap (27:45) Why Visa and Mastercard Are Ideal Dividend Growers (33:24) The Power of Dividend Growth and Reinvestment (41:10) The Myth of Beating the Index and Focus on Lifestyle Funding (43:45) One dividend stock on his radar (48:36) Key Takeaways Dividend School: https://www.dividend.school/ Dave's YouTube page: https://www.youtube.com/@dividend.school ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
What can we learn from primary results in key states ahead of this fall’s midterm elections? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the key takeaways. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
Send us Fan MailShould Christians continue tithing while working to pay off debt, or should every available dollar go toward becoming debt-free? In this episode of The Stewardology Podcast, we examine the tension between financial efficiency and biblical obedience, exploring what Scripture teaches about generosity during difficult seasons. Join us as we discuss debt, stewardship, and why faithful giving may be more about heart transformation than mathematical optimization.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
What if one of the market's most widely followed growth benchmarks is really just a bet on a few dozen stocks? This week, we explore rising concentration within major equity indices, how Russell reconstitution is reshaping portfolios, and where opportunities could emerge if market leadership broadens beyond Big Tech. We also examine an unlikely scarcity story: hazardous waste. With disposal capacity constrained for decades, critical waste infrastructure operators are benefiting from increasingly attractive industry dynamics. Finally, we discuss recent cracks in the AI trade as weakness spreads into high yield credit. We explore pressure on AI-linked data center bonds, the impact of new supply, and whether recent volatility may create opportunities for investors. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
We've spent the last few years watching AI transform the digital world. Now it's coming for the physical one. Humanoid robots are leaving the lab and entering homes, factories, and workplaces. But are we witnessing another ChatGPT moment, or are these machines still years away from becoming truly useful? Journalist Stephen Witt has spent months inside the world's leading robotics companies to find out, and what he discovered surprised him. Check out Stephen's article "Are Humanoid Robots Ready to Be Deployed?" and his previous appearance on this show. ***
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, August 3rd. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us Fan MailDoes your tithe have to go to your local church, or can it be given to ministries, charities, or individuals in need? In this episode of The Stewardology Podcast, we explore what Scripture teaches about the purpose of the tithe, why the local church should remain the primary focus of our giving, and how Christians can practice generosity in a biblical order. See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
On episode 251 of The Compound and Friends, Downtown Josh Brown and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge. Plus, Jonathan shares the story behind American Century's ownership structure, which has directed billions of dollars toward cancer and genetic-disease research at the Stowers Institute for Medical Research—and takes us inside one of the most exclusive celebrity weddings imaginable. This episode is sponsored by Public and Vanguard. Visit https://public.com/compound to learn more. To learn more about Vanguard bonds, visit https://vanguard.com/audio Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices