Podcasts about Small caps

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more. Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

In this episode of the Hot Options Report, Mark Longo dives into the latest trends and unusual activities in the options market as of Tuesday, July 29th. Key discussions include significant volume spikes in VIX options with over a million contracts, a detailed breakdown of active trades in SPY, S&P 500, small caps, and NASDAQ, and unusual large-volume trades in specific equities like Palantir, Alphabet, Apple, SoFi, Tesla, AMD, and Nvidia. Additionally, the episode spotlights some curious trades in United Health, including a notable 28,000 contracts of the January 2027 500 calls.    01:05 Welcome to the Hot Options Report 01:43 Today's Market Overview 02:44 VIX Options Activity 04:30 SPY and S&P 500 Options Insights 05:46 Small Caps and QQQs Analysis 07:01 Single Name Equity Options Highlights 07:16 Top 10 Options Movers 15:18 Conclusion   -------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

This episode of The Hot Options Report provides a comprehensive analysis of the most active options in the market. Key highlights include insights into VIX options with 25,000 of the August 18 puts traded, SPY options with 728,000 of the 638 calls, and QQQ options with 372,000 of the 568 calls. Discussions also cover notable options activity in individual stocks such as Amazon, Alphabet, Open, SoFi, Intel, Palantir, SMCI, AMD, Nvidia, and Tesla. The episode emphasizes the significance of options volume, the role of external events such as earnings, and market trends impacting these trades.   01:04 Welcome to the Hot Options Report 02:29 Exploring VIX Options Activity 03:48 SPY Options Insights 05:21 Small Caps and NASDAQ Highlights 07:14 Top 10 Options Movers 14:56 Conclusion and Stay Tuned --------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

In this episode, the discussion focuses on the week's dominant options activities up to Friday, July 25th. The episode highlights notable low activity in VIX options due to seasonal quiet periods, other notable stock activities including SPY, IWM, Nasdaq, and several individual stocks like Robinhood, Alphabet, Apple, AMD, and Nvidia. Furthermore, there's an emphasis on Tesla's return to high trading volumes with over 5.5 million contracts.   01:04 Welcome to the Hot Options Report 01:44 Exploring Today's Options Market 02:41 Volatility and VIX Options Analysis 03:59 SPY and SPX Options Activity 05:30 Small Caps and NASDAQ Insights 06:50 Single Name Equity Options Highlights 08:04 Top Options Movers of the Day 14:24 Conclusion and Listener Engagement   -----------------------------------------------------   All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live. Eric shares his thoughts on: How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced. Why small caps are a goldmine for shorting, with themes like Chinese renewables and broken growth stories - companies that are over-earning or benefiting from temporary booms. What makes a contrarian view profitable, and how APIS used deep research to uncover a multi-year opportunity in overlooked tech. How regulation is reshaping industries, with real-world examples. Why AI isn't just hype, discover how AI is impacting investment strategies.

Back from Vacation - refreshed? Fun with Coldplay! A quick look at how indices and sectors are doing Sugar in the news.... The REAL running of the bulls - bad things happen PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS  Warm-Up - Back from Vacation - refreshed? - Fun with Coldplay! - Sugar in the news.... - The REAL running of the bulls - bad things happen Markets - Earnings Season is here - about to get some big results this week - Some earnings to discuss - A quick look at how indices and sectors are doing - Markets react to Trump/Fed comments - YUGE deal with Japan Market Update Top to Bottom in - Fed - April (2 Months) Bottom to Recovery of Loss -  (2 months) Now overshot and climbing to new ATH DJIA up 4.8% SP500 Up 7.69% NASDAQ up 9% Bitcoin Up 24% Emerging Markets up 24% USD down 10% Gold up 24% Copper up 35% Small Caps up 0.95% Apple DOWN 14% YTD Sectors Staring off: Will the TARIFFS actually go into play on August 1st, 2025??? What to do? - Here we go again... - I heard Adam and Tina coming to Florida next week and I have not heard from them.... -- Now maybe it is nowhere near me - Florida is a big state... (Am I being too sensitive?) - If JCD came to FLA - I would think you would call me.... right? Lessons - Astronomer, the tech company that found itself launched into the public eye after its CEO Andy Byron was spotted on a Jumbotron video at a Coldplay concert last embracing an employee, announced that Byron has been placed on leave. - Astronomer's cofounder and chief product officer Pete DeJoy is now serving as interim CEO, the company said in a statement Friday night. - “Our leaders are expected to set the standard in both conduct and accountability,” the statement said in part, adding that the company's board of directors “has initiated a formal investigation into this matter and we will have additional details to share very shortly.” - PEOPLE - think before you do stupid things! NETFLIX Earnings - Netflix posted second-quarter revenue growth of 16% on Thursday after the closing bell. - The company raised its full-year revenue guidance, citing “healthy” member growth and ad sales. - Netflix reported revenue of $11.08 billion for the second quarter, higher than Wall Street's estimates of $11.07 billion, according to data compiled by LSEG. -Stock was sold off after - priced to perfection - Netflix's higher forecast reflects the weakening of the U.S. dollar compared with other currencies as well as “healthy” member growth and ad sales, the company said in a statement. (What happened to constant currency?????) - Off 8% this month, Up 36% YTD Impressive - Taiwan Semiconductor Manufacturing Company on Thursday reported a near 61% year-on-year rise in second-quarter profit, hitting a record high and beating estimates, as demand for artificial intelligence chips stayed strong. - The world's largest contract chip manufacturer forecast third-quarter revenue between $31.8 billion and $33.0 billion — a 38% year-over-year increase and 8% higher from the prior quarter at the midpoint. - - Revenue: 933.80 billion new Taiwan dollars ($31.7 billion), vs. NT$931.24 billion expected - - Net income: NT$398.27 billion, vs. NT$377.86 billion On the Other Hand - ASML warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter. - ASML's guidance for the current quarter missed expectations while it narrowed its own forecast for the rest of the year. - Shares of the firm ended the day 11.4% lower after the report -  ASML is the sole supplier of extreme ultraviolet (EUV) lithography systems,

In this episode of the Hot Options Report, the host provides a detailed analysis of the day's trading activities across various options markets, including VIX, SPY, and ES. Key highlights include a noteworthy underperformance in VIX options and near-average activity in SPY and ES. The segment also delves into high-volume trading in small caps, NASDAQ, and several individual stocks such as GameStop, Alphabet, Palantir, Robinhood, Amazon, AMD, Tesla, Apple, Nvidia, and a surprising top performer, Opendoor Technologies. The show wraps up with a deeper dive into notable strategies and strikes, underscoring the volatility and speculative nature of the present market. Listeners are encouraged to stay tuned for more updates and insights throughout the week. 00:00 Introduction to Options Insider Radio Network   02:20 Exploring Today's Market Activity 02:42 Deep Dive into VIX and SPY Options 05:06 Small Caps and NASDAQ Highlights 06:29 Top 10 Single Name Options 12:39 Unexpected Leader: Open Door Technologies 16:37 Conclusion and What's Next   All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Francis Gannon looks at opportunities in small caps, arguing they've been in a recession the last few years but will begin outperforming in the second half of 2025. “You have to think about more than the Russell 2000,” he adds, comparing it to the Russell 3000. He also discusses investing in small caps internationally. He also emphasizes finding small caps that don't need exposure to capital markets to grow. Francis likes industrials and financials especially.======== 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

Can Australian small caps turbocharge your investment portfolio? Vince Scully from LifeSherpa explores the risks and rewards of small cap investing. More information about the Life Sherpa ETF based portfolios available here.This conversation was based on a recent video that you can watch here.Blog post available at: https://www.sharesforbeginners.com/blog/vince-scully-small-capWatch on YouTubeLevel up your investing with Sharesight, Investopedia's #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the chaos, track like a pro! Sharesight makes investing easy. Save 4 months on an annual paid plan at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Diane King Hall moderates a special Market Overtime episode with two respected Wall Street Minds. Jay Woods joins Diane at the NYSE set to preview this week's big bank earnings and explains why he's "very bullish" on the financials group. Later, Gareth Soloway dives into the technical levels to watch in some of the biggest names around, including Nvidia (NVDA) and GE Vernova (GEV). 0:00-0:45 Introduction - Taped on Friday July 111:10-1:47 Woods: Word of the Year "Uncertainty"1:48-2:25 Breaking Down Delta's Earnings2:26-3:06 Why Company Guidance Needs to Be Watched3:07-4:34 Health of Overall Airlines Group4:35-6:45 Big Banks Outlook6:46-7:15 Why Jay's Bullish on Banks, IPO Market7:16-7:49 Tariff Impact on Earnings7:50-9:05 Crypto Adoption Outlook, Jamie Dimon's Commentary9:06-9:52 Watching for M&A in Financials Sector9:53-11:30 Increased Tariffs, Increased Uncertainty?11:31-13:15 Biotech & Pharma Stocks, Watching Patent Expiration14:00-15:20 Introduction Gareth Soloway, Market Rally Since April15:21-18:00 What SPX Chart Shows18:01-19:00 Earnings Season Outlook19:01-21:00 Charting Nvidia21:01-24:20 Taiwan Semiconductor's Technicals24:21-25:43 GE Vernova's "Measured Move" 25:44-27:02 "Soup-er" Chart: Campbell's27:03-28:02 Why Gareth's Watching China Market28:03-28:48 Gareth on Small Caps, IWM======== 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

Greg Dean, Founder & Lead Investor, Langdon Partners, shares his outlook on Global Small Caps.

In this episode, Robert makes the case for why being wrong isn't a flaw in investing, it's the job. He shares examples of Nobel laureates, hedge fund legends, and trillion-dollar CEOs who've all missed big calls, and explains why success in markets isn't about perfection but something else entirely. From the psychology of bad trades to three bold calls he still believes in, including what's next for Bitcoin, Robert unpacks how to stay sharp without falling for perfectionism. Plus, a listener question on Buffett, Berkshire, and whether it's time to rotate out of value.

Wall St drifted down on Friday night. Tariff talk dampening sentiment but no major damage. S&P 500 down 0.33%, closing near the high. Nasdaq down 0.22%. Dow off 279 points. Small Caps underperformed. Off 1.03%. Stocks held up surprisingly well considering the 35% tariff threat on Canada and 15%-20% blanket tariffs which came in addition to Brazil's 50% hit, 50% on copper and uncertainty over what will happen with the EU.The bloc received its letter from Trump on Saturday night. 30% tariffs to be imposed on most imports. Mexico receiving the same treatment. EU leaders said they will suspend any immediate retaliation and extend existing countermeasures until early August in a desire to avoid tit-for-tat escalation. Countermeasures against steel, aluminium and blanket tariffs had been set to expire today. The EU is facing conflicting interest as some members (like Germany) want a quick deal to safeguard its industries while others (like France) don't want to give in to cheap concessions. This was evident over the weekend in commentary from the two heads. Merz saying he was ‘really committed' to finding a trade solution with the US, Marcon saying the EU needs to ‘assert the Union's determination to defend European interests resolutely', pointing to anti-coercion trade production measures. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

“Behind the scenes,” Eric Kelly is hearing discussions about tariffs, but everyone needs more time to see the impact. He's only a little bit long tech now because of this uncertainty. “Capex intentions have just plummeted,” he says. For later in the year, he thinks that “If the Fed can start moving…it sets the stage for us to make a broader play into small caps.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

A bolsa brasileira perdeu a direção? O investidor experiente e fundador da Safari Capital, Marcelo Cavalheiro, foi direto ao ponto: “Estamos num mercado sem narrativa”.Neste episódio do Stock Pickers, mergulhamos no cenário macro, eleitoral e nos desafios de 2025 para o investidor de ações. Falamos sobre o ajuste da carteira da Safari, a desilusão com o mercado externo, a dificuldade de encontrar temas dominantes na bolsa brasileira e o papel da eleição como principal driver daqui pra frente.Também debatemos as principais teses da casa: small caps com assimetria positiva como EcoRodovias, Movida, SBF, Localiza, Prio e C&A — todas com cases claros de valorização em um cenário de queda de juros.Um papo técnico, transparente e extremamente útil para quem quer entender o momento da bolsa e o que pode destravar valor daqui pra frente.

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Price Financial Group Financial Advisors Oregon and WashingtonNavigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary ConsultationPrice Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid's Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

"Soll ich meinen (hohen) US-Anteil auf Grund der Marktkapitalisierung reduzieren?" Auf Grund der aktuellen Situation in den USA drängt sich immer wieder diese oder ähnliche Fragen auf. In der heutigen Folge meine Gedanken dazu.   Du hast einen Themen-Wunsch für den Podcast oder interessierst Dich für ein Seminar mit mir? Schreibe mir gerne einfach per E-Mail: krapp@abatus-beratung.com Viel Spaß beim Hören, Dein Matthias Krapp (Transkript dieser Folge weiter unten)   NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/    

"The higher we go, the more negative sentiment gets," says Eddie Ghabour. He considers the recovery off April lows the "most hated" bull rally he's seen. Eddie still expects that rally to continue in what he sees as a "non-recessionary environment" even if seasonal volatility emerges. Small caps are among the groups he expects to rally into the back half of the year.======== 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

"Bei manchen Krisen sind wir an der Börse in einer Phase des Ausblendens", sagt Kapitalmarktstratege Heiko Böhmer auf dem Münchner Vermögenstag der V-Bank. Bei allen Anlegerchancen kommt aber auch er zu dem Schluss, dass viele Positionen überbewertet sind, darunter zum Beispiel Gold. "Eine Krisenwährung, an der man vieles ablesen kann. Nach so einem Run ist dann auch einmal Feierabend." Viel Aufhol- und Entwicklungspotenzial gibt es bei den (europäischen) Smallcaps, deren Dornröschenschlaf beendet zu sein scheint. "Einige Perlen, die noch nicht entdeckt worden sind." Große Geldmengen im Umlauf - der Aktienmarkt floriert und ist weiterhin nahezu alternativlos. Bei Werten schaut der moderne Value-Investor gerne auf Unternehmen mit Qualität und Burggrabenargumenten. Zu finden sind einige dieser Unternehmen im UCITS-ETF FRA3TF von Shareholder Value. Mehr dazu in diesem Podcast! ✅✅✅ Abonnieren Sie hier den Shareholder Value Newsletter: https://www.shareholdervalue.de/newsletter ▶️ Hier geht es zum aktuellen Frankfurter Investmentblog: https://www.shareholdervalue.de/blog/author/heiko-boehmer +++RECHTLICHE HINWEISE+++ https://www.shareholdervalue.de/rechtliche-hinweise

In this episode Mark Longo dives deep into the ever-changing futures options landscape. Key topics include the performance analysis of tradable products such as gold, crude oil, and soybeans, with an emphasis on the volatility and top trades in these markets. Additionally, the episode features a special guest, Catherine Yoshimoto from FTSE Russell, who discusses the upcoming Russell Reconstitution. She provides insights into the changes in the market cap breakpoint, the shift of some 'Mag Seven' stocks partially into the value category, and the move to semi-annual reconstitution in 2024. The podcast also touches on various aspects of the Russell 2000 index, including recent trading trends, volatility movements, and notable trading activity. The episode concludes with a detailed explanation of the scheduling and methodology changes coming to the Russell indices.   01:03 Welcome to This Week in Futures Options 04:24 Movers and Shakers Report 12:45 Deep Dive into Equities with Catherine Yoshimoto 13:45 Russell Reconstitution Insights 29:00 Russell 2000 Options Analysis 34:24 Conclusion and Upcoming Events  

In this episode Mark Longo dives deep into the ever-changing futures options landscape. Key topics include the performance analysis of tradable products such as gold, crude oil, and soybeans, with an emphasis on the volatility and top trades in these markets. Additionally, the episode features a special guest, Catherine Yoshimoto from FTSE Russell, who discusses the upcoming Russell Reconstitution. She provides insights into the changes in the market cap breakpoint, the shift of some 'Mag Seven' stocks partially into the value category, and the move to semi-annual reconstitution in 2024. The podcast also touches on various aspects of the Russell 2000 index, including recent trading trends, volatility movements, and notable trading activity. The episode concludes with a detailed explanation of the scheduling and methodology changes coming to the Russell indices.   01:03 Welcome to This Week in Futures Options 04:24 Movers and Shakers Report 12:45 Deep Dive into Equities with Catherine Yoshimoto 13:45 Russell Reconstitution Insights 29:00 Russell 2000 Options Analysis 34:24 Conclusion and Upcoming Events  

This is a fun conversation with Tobias Bucks, Portfolio Manager of Global Small Caps at Ausbil, that turned out to be one of the most fascinating conversations I've ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global small cap companies evolved into a deep dive into human behaviour, cultural constructs, and the art of asking the right questions.Read Ausbil's Disclaimer hereBlog post available at: https://www.sharesforbeginners.com/blog/tobias-bucks-ausbilLevel up your investing with Sharesight, Investopedia's #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the chaos, track like a pro! Sharesight makes investing easy. Get 4 months free on an annual premium plan at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Alissa Coram and Ken Shreve analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dann Ryan looks at the small cap space and highlights opportunities for investors. He warns that small caps can carry heavier debt levels with higher interest rates, and the Russell 2000 tends to be the most volatile part of the market. He allocates around 10% of his portfolio to small caps and sees a “rocky road ahead.” He likes utilities and more defensive sectors right now. He also thinks that the market will end the year higher.======== 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

Ed Siddell believes investors are looking past short-term market volatility and instead, focusing on the long-term picture, which he thinks could be the start of a new bull run. He attributes this confidence to the potential passage of the reconciliation bill, which would extend current tax cuts, and the expected deregulation that would follow. He also expects the Fed to lower interest rates, potentially twice this year. Siddell remains bullish on tech, financials, and smallcaps, and sees buying opportunities on dips in these sectors.======== 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

“We could see a sustained period of outperformance for small caps,” argues Mike Rode. Small caps have underperformed for over a decade now. “Investors have not diversified towards the asset class,” he notes, preferring concentration in the Mag 7. However, catalysts including deregulation, M&A, IPOs and other factors hint at a potential turnaround. He thinks regional banks are particularly overlooked, and also likes biotech.======== 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

Greg Halter gives his thoughts on what the Fed will do next and how the market is holding up during rising geopolitical tensions. He expects “a couple cuts” this year but doesn't think the Fed will lower rates this week. He talks about how the huge pool of money in retirement funds influences market investments; he thinks small caps are in trouble. His picks now include Eli Lilly (LLY) and Amazon (AMZN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

In this week's episode, David and Ian discuss the sideways action in broad indices and the resurgence in metals, particularly Gold and Platinum. Small Caps continue to struggle, even with strong performance overseas. The Dollar holds below 101 and likely confirms new downtrend, coinciding with the spike in Crude prices.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Today is CPI Day, and all eyes are on the Consumer Price Index report for May. What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobody cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here: https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

Small Cap stocks have been on a tear lately, and lost of speculative bets are being placed on Small Caps. You may recall, Smapp Caps got beaten up in April, and have had a nice rally since. We are advising caution at this elevated level, approaching the 200-DMA, and take some profits sooner than later. There's real risk to Small Cap stocks economically; economnic data is showing slowing, and that is going to impede earnings at some point. It's important to note that 40% of Small Cap stocks are not profitable, particularly in the Russell 2000, which is also approaching its 200-DMA and is very over bought on multiple levels. These stocks perform best coming out of a recessionary cycle, and right now is the wrong side of that cycle. While the S&P is near all-time highs, Small Caps are way, way back.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Today is CPI Day, and all eyes are on the Consumer Price Index report for May.  What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobdy cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here:  https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

Philip Straehl is still waiting for economic data to show tariff impacts. He expects two Fed rate cuts this year, with the first coming in September. Looking at the most recent jobs report, he notes a slowdown but argues it is a “gradual adjustment,” not the economy “falling off a cliff.” He sees opportunities in healthcare, small caps, and consumer names around the world.======== 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

Resistance turns to support for the SPX. Kevin Green continues to monitor the 6,000 level in the index as he measures up to 50 points to the upside in today's trading action. Risk-on sentiment is alive and well in the small caps, which Kevin calls a bullish signal. He also turns to outperformance in the Global X Uranium ETF (URA) and tells investors to watch for a potential gap fill in Tesla (TSLA).======== 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

Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this market focused Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel. TG joins us every few weeks to provide a data-driven look at key trends in markets and equities, based on what he's seeing in his charts and trading room.   TG breaks down several important themes playing out right now: S&P 500 grinding above 6,000, despite expectations of a pullback Rotation underway: Leaders like Nvidia and Broadcom are stalling, while names like Qualcomm, ARM, and Micron catch a bid Small caps are playing catch-up, with the Russell 2000 (IWM) outperforming large caps in recent days Gold consolidating, but gold equities (GDX, GDXJ) and silver stocks (SIL) show technical strength Copper and silver may be flashing signs of broader economic growth Nuclear stocks still a buy: TG remains bullish on the small modular reactor trend, with names like Oklo and NuScale holding up after big runs   Click here to visit Profit Pilot to follow TG's trades and market videos.

Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home's value. Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Large, Mid or Small Caps, PCTY - Paylocity Holding Corp., Silver, Tariffs and Inflation, VOD - Vodafone Group PLC ADR, AZTA - Azenta Inc., PINS - Pinterest Inc., U.S Economy and Foreign Students.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.comAdvertising Inquiries: https://redcircle.com/brands

In today's episode, Kip dives into the latest action on Wall Street, spotlighting the relentless buying of every market dip and the powerful trends shaping the current bull market. Kip breaks down the ongoing leadership from tech stocks, especially semiconductors and Nvidia, now the world's most valuable public company and covers why small caps finally got their moment to shine. He also unpacks the Atlanta Fed's bullish GDP forecast, the ever-present influence of retail investors and millennials, and the political wrangling in Washington over budget and tax bills. Tune into today's podcast to learn more.

The big things you need to know:First, we are modestly revising our YE 2025 S&P 500 price target, taking it up 3% to 5,730 from 5,550. Our valuation and earnings models drive this number.Second, we view sentiment as the main risk to our call. Even though it's been melting up in recent weeks, our sentiment model (based on AAII net bulls) is still the most constructive one in our price target toolkit, and our analysis of S&P 500 moves off the lows of the major post GFC drawdowns indicates that the index could have more room to run through year-end 2025.Third, we review the case for and against Small Caps, which were in focus in our meetings last week. We remain neutral as Small Caps have been derisked to a greater degree than Large Caps, making an underweight unwise, but the conditions for outperformance seem elusive.

Francis Gannon looks for opportunities in small caps, arguing that a lot of the bad is already priced in. He argues people should increase their exposure to the sector now, and likes industrials, financials, and the “boring parts” of technology.======== 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

In this episode, David Cervantes from Pinebrook Capital breaks down 2025's shifting macro landscape, covering fiscal stimulus, inflation, Fed policy, and market positioning. He highlights strong US deficits supporting growth, labor market shifts from immigration, and the chances of a June rate cut. He compares US vs. global equities, fixed income challenges, gold's role, and small caps' struggles with sector-specific opportunities. Enjoy! __ Follow David: https://x.com/EconstratPB Follow Pinebrook: https://www.pinebrookcap.com/ Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv __ Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions. Learn more: www.blockdaemon.com Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com. Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$200M in aBTC minted. Check out https://www.echo-protocol.xyz/ to learn more! — Timestamps: (00:00) Introduction (01:34) YTD Macro Recap (06:13) The Big Macro Picture (11:29) Ads (Blockdaemon, Arkham, Ledger, Aptos) (13:57) Rate Hike Dilemma (15:57) Tuning Out the Noise (18:10) Labor Market (22:59) Fed Policy Reaction (29:07) Growth Outlook (31:20) Ads (Blockdaemon, Arkham, Ledger, Aptos) (34:30) Structural Bid to Assets (37:36) US vs ROW (45:20) Fixed Income Outlook (47:42) Gold Outlook (48:39) Small Caps vs Large Caps (55:12) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Émission du 27/05/2025 présentée par Amaury de Tonquédec avec Cécile Aboulian, Directrice Equity Capital Market chez In Extenso Finance et Pierre Schang, Gérant de portefeuille actions chez LFDE, responsable des pôles France et Environnement. Vos questions en live : Qu'est-ce que les intérêts composés et comment en profiter ?Quand faut-il prendre ses profits en bourse ? Où réinvestir ?L'année dernière a été la plus chaude jamais enregistrée. Comment s'exposer à la thématique du réchauffement climatique en bourse ?Small Caps : comment s'exposer tout en limitant les risques ? Comment trouver la bonne société ?Bourse : un avis sur la valeur GTT ?Quelles sont les valeurs françaises à fort potentiel ?La QUESTION CASH : L'investissement “casino” et l'actif à conserver 10 ans.

In this episode, Karan Phadke, Portfolio Manager for Mawer's global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer's unique approach to process improvement and AI integration in investment research.   Key points from this episode:   • Small caps' local focus provides insulation from global trade volatility. Importance of proactive management teams in uncertain environments. • Mawer's “ant model” drives continuous process improvement and collaboration. • Systematic thesis tracking and biweekly case studies enhance investment discipline. • AI and proprietary data are integrated into Mawer's research process. • Emphasis on not outsourcing critical thinking and decision-making. This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit Mawer at https://www.mawer.com.    Follow us on social:  LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ 

Las small caps, las empresas de pequeña capitalización, suelen tener más potencial de crecimiento en bolsa que las grandes, pero también más volatilidad. En un año tan complejo como 2025, ¿cómo se están comportando? ¿Por qué en EE. UU. han pasado de brillar tras la victoria de Trump a estar entre las categorías de fondos más flojas del año? Hoy hablamos con Rodrigo Villanueva, gestor del fondo Attitude Small Caps, para entender qué diferencia realmente a las small caps del resto del mercado, cómo influyen factores como los aranceles y los tipos de interés y qué criterios utiliza para seleccionar las empresas que entran en su cartera. Tampoco puedes perderte nuestra nueva sección mensual llamada "Escucha, no te compliques" en la que charlaremos con nuestros amigos de Finizens. En esta ocasión entrevistamos a Kevin Koh Maier, director de inversiones del roboadvisor. https://finizens.com/ Enlaces sección “El corrillo”: ➡️ ¿Ha terminado ya la guerra comercial entre Estados Unidos y China? https://www.finect.com/grupos/columbia_threadneedle_investments/articulos/ha-terminado-ya-la-guerra-comercial-entre-estados-unidos-y-china ➡️ La guerra de aranceles se relaja, pero deja cambios profundos en la economía mundial https://www.finect.com/grupos/mapfre-gestion-patrimonial-agentes/articulos/la-guerra-de-aranceles-se-relaja-pero-deja-cambios-profundos-en-la-economia-mundial ➡️ La banca toma impulso en bolsa a pesar del chaparrón arancelario: "Es una apuesta prometedora" La banca toma impulso en bolsa a pesar del chaparrón arancelario: "Es una apuesta prometedora" ➡️ Eurovisión: así le está yendo a los fondos de Bolsa europea más poderosos en 2025 https://www.finect.com/usuario/eduardogarcia/articulos/eurovision-asi-le-esta-yendo-a-los-fondos-de-bolsa-europea-mas-poderosos-en-2025 ➡️ Así le va a los fondos de inversión católicos en 2025 tras la elección de León XIV como Papa https://www.finect.com/usuario/eduardogarcia/articulos/asi-le-va-a-los-fondos-de-inversion-catolicos-en-2025-tras-la-eleccion-de-leon-xiv-como-papa *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*

John Barr with the Needham Aggressive Growth Fund talks about investments he considers "aggressive" in the current market rebound. Among his expected winners includes small caps and infrastructure, in general and in A.I. through data centers. He talks about how he uses these companies and others through the firm's NEAGX ETF. John also discusses why his firm held Supermicro (SMCI) since 2009.======== 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

Brandon Nelson looks for winners in the small and micro cap buckets. “This is where you find the biggest winners…there are gems all over the place.” He highlights his firm's fund, Calamos Timpani Small Cap Growth (CTSIX). He discusses how to look for small cap winners and what characteristics are most important. Two picks are Adma Biologics (ADMA) and Lincoln Educational Services (LINC).======== 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

This episode of The Option Block with Mark Longo and Mike Tosaw (St. Charles Wealth Management) covers a wide range of topics including an analysis of the current options market, significant earnings reports, and detailed breakdowns of specific trading activities. The hosts discuss various trades in companies like Cinemark and Gray Media, debating the merits and risks involved. The episode also features an emotional tribute to Alex Jacobson, a key figure in the options community, who recently passed away. The tribute includes personal anecdotes and memories of Alex's contributions to the industry and the Options Insider community.   01:54 Host Introduction and Upcoming Events 03:12 Technical Challenges and Co-Host Banter 04:07 80s Trivia Challenge 07:43 Pro Trading Crate Giveaway 08:50 Market Analysis and Trends 15:15 VIX and SPY Options Breakdown 19:43 Small Caps and Qs Analysis 25:16 Top 10 Most Active Options 27:34 Stock Performance Overview 28:06 Earnings and Options Activity 29:33 Top 10 Stocks Countdown 36:49 Cinema Mark's Recovery 41:03 Gray Media's Volatility 44:21 Tribute to Alex Jacobson 53:49 Conclusion and Final Thoughts