Podcasts about Small caps

Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes & Company's Benjamin Wallace, CFA, and Todd A. Herman, CFP®. This week's episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America's role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what's happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times. In this episode: Why U.S. Treasury yields just posted their biggest 3-day spike since 2001 How tariff uncertainty and erratic policy are shaking investor confidence How to think clearly amid the chaos: plan-based investing vs emotional reactions Rebalancing strategies to realign risk and stay the course The #1 mistake investors make in volatile markets How to tell if your financial advisor is helping or hurting What to expect from earnings season and the Fed's next move Don't let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move. Chapters: 1:48 - Buckle Up: Markets Are Wild. Let's Break It Down 3:24 - What Just Happened?! Inside The Market Mayhem 10:20 - Three Power Moves to Stay Sane (and Smart) in This Market 15:50 - How the Pros Are Investing Right Now 20:12 - Small Caps, Big Trouble? Where to Look in This Shaky Market 25:24 - The Real MVP: How to Spot a Rock-Solid Financial Advisor 27:09 - Stop Obsessing: When (and How) to Actually Check Your Portfolio 28:08 - Does Your Advisor Pass the Stress Test? Here's How to Tell 36:24 - What's on the Financial and Economic Radar for Next Week? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4js1UWj Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #MarketVolatility #StockMarket #InterestRates #FederalReserve #Tariffs #InvestmentStrategy #FinancialPlanning #PortfolioManagement #Rebalance #SafeHaven #EconomicOutlook ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Futures Rundown, the hosts discuss the turbulent state of the futures markets amidst unprecedented volatility. They explore significant moves in various asset classes, including equities, metals, rates, and cryptocurrencies, while providing expert analysis and insights. Special guest Carley Garner from DeCarley Trading shares her perspectives on trading strategies, the state of gold and silver markets, and the significance of current market movements. The episode also features an interactive Q&A session with listener questions about trading approaches and market trends.   02:40 Welcome to The Futures Rundown Show 03:43 Market Analysis with Carley Garner 04:27 Diving into the Trading Pit 04:50 Unprecedented Market Movements 09:43 Top Movers in the Futures Market 17:54 Year-to-Date Market Trends 19:48 Market History and Predictions 19:59 Top Market Declines of the Year 20:40 Small Caps and Commodities 21:58 Current Market Activity 23:08 Top 15 Most Active Contracts 27:11 Treasury Market Insights 28:10 Listener Q&A: Trading Strategies 29:01 Listener Polls and Opinions 30:27 Carley's Trading Preferences 36:14 Final Thoughts and Contact Information  

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In this episode we answer emails from Ron, Iain, an Anonymous Visitor and Mr. Data.  We discuss Ron's generosity and his variable or guardrails withdrawal strategy, some helpful British website references, what we use bonds for in these portfolio and how the TSP G fund fits into that, and small cap growth vs. small cap value stocks.  And some notes on recent market turmoil.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterPortfolio Charts Retirement Spending:  Retirement Spending – Portfolio ChartsMonevator Quilt Chart:  Asset allocation quilt – the winners and losers of the last 10 years - Monevator Just ETF (UK) Page:  ETF portfolios made simpleShannon's Demon Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsAmusing Unedited AI-Bot Summary:Market crashes reveal the true value of diversification. While Professor Jeremy Siegel called last week's events "the worst policy mistake in US economic history in the last 95 years," properly structured portfolios weathered the storm remarkably well.The recent market plunge shows exactly why risk parity strategies work—the S&P 500 dropped 13.3%, NASDAQ fell 17.2%, but our All Seasons portfolio remained flat for the year. This divergence creates powerful rebalancing opportunities that can enhance long-term returns.Looking at performance across asset classes reveals a classic recession pattern: falling stocks, rising treasury bonds, and initial panic selling followed by differentiated recoveries. Long-term Treasury bonds (VGLT) are up 7.2% for the year, demonstrating their crucial diversification role during market stress. Gold, despite some wobbles, remains up 15.7% year-to-date.The mathematical principle behind this outperformance is what Claude Shannon described as "Shannon's Demon"—when assets perform differently at different times, periodic rebalancing allows the portfolio to outperform any individual component. This explains why we maintain exposure to both growth and value styles, rather than trying to predict which will outperform next.For DIY investors, this market correction offers valuable lessons about portfolio construction. Understanding why you hold each asset—whether for stability, income, or diversification—is far more important than chasing yields. The Golden Butterfly portfolio, with its balanced approach across stocks, bonds, and gold, is only down 1.78% year-to-date while continuing to provide consistent distributions.Want to learn more about building resilient portfolios? Visit riskparityradio.com for sample portfolios and detailed resources, or email your questions to frank@riskparityradio.com.Support the show

Cameron Acito highlights the release of his whitepaper co-authored with Charlie LaRosa: https://www.gabelli.com/funds/insights/5ddad0c7-4de1-410a-b537-57ed6aae016cTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• Twitter - https://twitter.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Découvrez les 3 small caps préférées de Pierre Nebout, Head of Public Equity chez LBO France : Imerys, Fnac Darty et QuadientHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Mike Dickson discusses recent market swings, citing concerns over tariffs and trade uncertainty as major headwinds. He believes a broadening out trade has begun to take hold, with small-caps and mid-caps showing resilience. Mike likes going down the cap spectrum for diversification benefits and to take advantage of recent drawdowns.======== 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

Marc Ashton from Decusatio expresses regret at counters the likes of ARC delisting from the JSE.

Découvrez les 3 small caps préférées de Maud Servagnat, Sell-side Equity Analyst chez In Extenso Finance : 2CRSI, Gérard Perrier Industrie et HighCoHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Joe Corrado, a veteran small-cap investor who recently retired from Newton Investment Management, joins Double Take to share his extensive insights on the evolution of small-cap investing and strategies for navigating current market challenges.

Small-cap equities are gaining attention as a compelling investment opportunity. Drew Schneider, Client Portfolio Manager at Macquarie Asset Management, discusses the factors driving the attractiveness of small caps in 2025. From mean reversion to earnings growth, Drew offers valuable insights for investors seeking to capitalize on this timely opportunity. ©2025 Macquarie Group Limited [4337769]Relevant disclaimers and other information can be found here.

Análisis con Renta 4 Banco en el que Pablo Fernández de Mosteyrín valora la situación del mercado pendiente de que los aranceles anunciados por el presidente estadounidense Donald Trump no sean tan “agresivos” como se anunciaron. En este contexto, las bolsas europeas continúan a su ritmo mientras que en EEUU parece que se calman los ánimos. Pablo Fernández de Mosteyrín señala que la volatilidad promete seguir siendo elevada en los próximos meses hasta que se despejen las incertidumbres sobre la guerra arancelaria. Por otra parte, Renta 4 Gestora ha celebrado este martes su VI Edición del Investor's Day donde han detallado las oportunidades que tiene el mercado así como el análisis de diferentes activos y sectores en un escenario marcado por la volatilidad y la incertidumbre. En renta variable ven buen potencial para este 2025 en los sectores de consumo, salud e industrial y en renta fija, va a seguir dando interesantes rentabilidades positivas este año. Los expertos de Renta 4 Gestora ya contaban con esas políticas arancelarias que iba a imponer Donald Trump y que se iban a producir esos acuerdos de negociación. En este sentido, EEUU ya ha tenido una corrección muy significativa y empiezan a ver oportunidades. Pese a la incertidumbre macro se prevé que la renta fija en plazos cortos siga demostrando un buen comportamiento. Por último, Renta 4 Gestora apuesta por las Small Caps y la región de Latinoamérica como las posibles grandes sorpresas en el 2025.

The big things you need to know:First, trends in investor vibes were mixed last week, both in our quant work as well as last week's investor conversations.Second, the median forward P/E for the S&P 500 has fallen sharply but remains well above average. We've also not yet seen significant adjustments to consensus EPS forecasts, which seems likely to keep confidence in P/E analysis low for now.Third, Small Caps (which have seen a greater degree of valuation correction) have continued to outperform Large Caps.

Brian Levitt reminds viewers that volatility can be to the upside or the downside. He looks at the market overall and flashes back to the first Trump administration's trade war to explain what could be ahead now. “I would be buying on dips,” he adds, and discusses the odds of recession based on the bond market's signals.======== 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

John Meyer Mining Analyst and Partner at SP Angel talks about some gold and copper stocks worth looking at now the gold and copper are rallying. 00:00 INTRO 01:25 GOLD 07:00 COPPER 13:05 OROSUR MINING #OMI 13:38 ORIOLE RESOURCES #ORR 15:25 RESOLUTE MINING #RSG 16:44 GOLDSTONE RESOURCES #GRL 17:46 ANTOFAGASTA #ANTO 18:23 CENTRAL ASIA METALS #CAML 19:56 KAVANGO RESOURCES #KAV 20:52 POWER METAL RESOURCES #POW 24:25 KEFI GOLD & COPPER #KEFI 25:18 TERTIARY MINERALS #TYM 29:53 GOLD  My book, “How To Become a MicroCap Millionaire – A 3 Step Strategy for Stock Market Success” is now published:  No 1 Best seller on Amazon with over 90 five star ratings  Featured in the Investor's Chronicle  Featured in MoneyWeek  !!! HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB !!! If you buy a copy of the book and like it enough to give it a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.99!!! HOW TO CLAIM - VISIT: https://www.sharepickers.com/how-to-b...  If you would like to claim the 25% offer all you have to do is send photo evidence of your purchase along with your 5* rating & positive review, then email it to me here: justin@sharepickers.com  Thank you!

Why are the markets falling? Is this just another cycle, or is something bigger at play? In this deep-dive conversation, top financial experts break down the Trump Trade, global economic shifts, and how retail investors should navigate uncertain markets. From the impact of foreign investors pulling out to India's long-term growth story, this episode uncovers critical insights on the financial landscape. Harsh Gupta Madhusudan, economist, investor, and author, shares his deep insights on macroeconomic trends, market cycles, and the forces shaping India's financial future. Aashish Somaiyya, veteran asset manager and industry leader, brings his expertise on retail investing, market behavior, and how investors can position themselves for long-term success. They also discuss how to navigate the current investment climate, where to find value in sectors like financial services and consumer discretionary, and the significance of investment metrics. Their advice includes practical tips on portfolio management and the importance of aligning one's investments with long-term economic growth. The conversation is rich with insights about managing investments during volatile periods and the potential of sectors and asset classes beyond traditional equities.

It's Thursday, March 20th, 2025. This is Nelson John, let's get started.  Market Rally Continues, Mid- & Small-Caps Shine Indian markets extended their winning streak for the third straight session, with the Sensex closing 148 points higher at 75,449 and Nifty 50 reclaiming 22,900. However, the real momentum was in mid- and small-cap stocks, which surged over 2%, adding nearly ₹5 lakh crore in investor wealth. “The market's positive momentum is backed by valuations,” said Vinod Nair of Geojit Financial Services, though global uncertainties persist. While Shriram Finance and HDFC Life led the gains, ITC and Tech Mahindra lagged. Analysts expect rangebound movement, with support at 22,600 and resistance at 23,100. Trump Organization Enters India's Commercial Realty Market After four luxury residential projects, the Trump Organization is launching its first commercial venture in India—Trump World Center Pune. Partnering with Tribeca Developers and Kundan Spaces, the ₹1,700 crore office complex will span 1.6 million sq. ft. with a premium retail boulevard. “There's a dearth of premium office spaces in India,” said Tribeca's Kalpesh Mehta. With record-high leasing in Pune's commercial market, experts believe Trump's entry will reshape the city's office landscape. Prologis Bets Big on India's Warehousing Boom Global warehouse giant Prologis is investing $500 million in India by 2026 to develop large warehousing parks. “The market is underserved, and there's massive potential,” said Prologis CIO Joseph Ghazal. With major clients like Amazon, the firm is expanding in Delhi, Mumbai, Pune, Bangalore, and Chennai. It has already secured 270 acres for projects in Chennai and Bengaluru. As India's Grade A warehousing sector grows, Prologis may eventually expand into data centers. RBI's Balancing Act on the Rupee With the rupee depreciating 2.1% in 70 days under Governor Sanjay Malhotra, the RBI faces a tough choice—intervene or let markets decide. “The uncertainty around Trump's policies is a key factor,” said economist Madan Sabnavis. India's $654 billion forex reserves provide a cushion, but too much intervention could distort market dynamics. Former RBI Governor Duvvuri Subbarao cautioned, “Excessive intervention could make markets reliant on the RBI.” India Builds Tur Buffer to Curb Inflation To stabilize tur (pigeon pea) prices, the government is targeting a 1-million-tonne buffer for FY26. With production up 3% to 3.5 million tonnes, procurement has reached 200,000 tonnes so far. Despite an MSP of ₹7,550 per 100 kg, market prices fluctuate between ₹7,000-7,600. Imports from Mozambique and Myanmar help bridge the demand gap. The government has allocated ₹4,019 crore under the Price Stabilization Fund to maintain supply and control food inflation.

While the Mag 7 underwhelmed today, Kevin Green notes market breadth remained strong. He argues, "it's harder to sell off 493 names" over the other 7, ensuring signs of bullish sentiment. Market breadth doesn't erase all bearish concerns. Kevin points to SPX levels where breakdowns are possible. He later turns to the RUT to highlight warnings flags investors should watch in 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-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 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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition. He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.[0:00] Catch Up since Last Podcast[4:00] Lessons on Shorting: Silicon Valley Bank[19:00] Event Driven Inverting: The Hunter Douglass Saga[38:00] Japanese Capitalism[58:00] Idea Generation < Pattern Recognition[1:02:00] FAR Limited ($FAR.ASX)[1:08:00] Commodity Investing[1:35:00] More from Jeremy and Closing Questions

Vous ne savez pas dans quoi investir en Bourse ? Des gérants vous donnent des idées de valeurs, secteurs, matières premières... Aujourd'hui, c'est Éric Lewin, président d'EL Finance.

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

The big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that's been coming up in client meetings over the past few weeks, as investor uncertainty regarding the economy has increased. Second, we have refreshed the math behind our YE 2025 bear case of 5,775, specifically our valuation/EPS stress test. Third, we run through our latest updates on the vibes breakdown in the US, where investor sentiment has plunged to crisis lows on one key metric. Fourth, some of our work suggests opportunity is opening up in Small Caps, though we think it's too early to go overweight.

The allure of small-cap investing is undeniable. The chance to find an overlooked gem that can skyrocket is real, but the risks are just as high. Illiquidity, limited analyst coverage, and varying investor strategies create opportunities—but also traps. Success stories like Pro Medicus and Netwealth prove the potential, yet the volatility can be brutal. Steve Johnson, CIO at Forager Funds, knows this world well. In the latest episode of The Rules of Investing, he shares his journey from investment newsletters to funds management and reveals the small caps he's backing for future growth. Don't miss it!

Investopedia's Caleb Silver turns to the A.I. trade and the power of retail investors. He says people are buying Big Tech dips like Nvidia (NVDA), Tesla (TSLA) and Palantir (PLTR). However, Caleb believes there's a rising tide of investors with their eyes on small caps to get ahead of the next trend, as seen with BigBear.ai (BBAI), Rigetti Computing (RGTI) and Soundhound (SOUN).======== 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 begin this week by discussing the two biggest stories: inflation and tariffs. We'll also delve into the performance of retail stocks, the influence of GLP-1 medications on fast food sales, and the performance of small caps and international markets. We'll then dive into how shelter continues to drive CPI numbers and the contrasting dynamics of commercial and residential real estate markets. Key Takeaways [02:25] - Tariff rates on other countries vs. those on the U.S. [04:00] - The CPI story remains *mostly* about shelter [07:23] - Counter-narratives to what's going to happen with a Trump presidency [08:43] - The impact of GLP-1 medications on fast food [12:58] - Small caps and International market performance [12:08] - Current and future outlook on real estate markets View Transcript Links Weighted average effective tariff rates  Roche: CPI in 60 seconds No more cuts.. barring a recession Small Caps are undervalued relative to the S&P 500 As buyers fail to show up, more homes are being pulled from sale Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Indochino: https://indochino.com/INVEST* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Nathan Moser is looking for opportunities in small caps. “We're big fans of financials broadly,” he says, also highlighting healthcare, which he thinks will turn around. He particularly likes healthcare innovation and technology. In financials, he says to focus on management to find winners.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

President Trump has pushed for lower interest rates but Jerome Powell and the Fed seem to hold their ground. Arnim Holzer is in the camp of the Fed, warning investors that rates may be here to stay. He believes the market will be "lucky" to get one cut this year. Arnim considers fixed income as "not a good diversifier" for portfolios and warns small cap investors to do their research.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

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/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, 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 EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias 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).

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today.

Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform. But here's the thing - look back in previous years and this isn't the first time that prediction has been made. So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com, about the possibilities in small caps in 2025. In the second half of the episode, we also touch on Andrew's changing view on Bitcoin and how he fits it into his portfolio today.—------Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!— Follow Andrew: https://x.com/_Andrew_Stein Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.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.co/G7Ljv4x5Dp— Weekly Roundup Charts: https://drive.google.com/file/d/1oVXtaPmwC592uvnClK9JA3I8uVSzf6BD/view?usp=drive_link— Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125— Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york— SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork 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 Ledger.com. — Timestamps: (00:00) Introduction (01:58) Lyft Investment Thesis (03:12) Valuation Comparison and Market Dynamics (04:20) Free Cash Flow and Buyback Potential (05:17) Stock Dilution and Future Prospects (07:18) Short Interest and Acquisition Rumors (08:55) Short Interest and Market Sentiment (12:09) Ads (Skale, Ledger) (13:16) Fed Meeting Insights and Market Reactions (17:08) Macro Trends and Economic Outlook (23:54) Ads (Skale, Ledger) (25:09) Roundup Continues (26:09) Trump's Economic Policies and Market Impact (30:10) Tariff Tensions: US-Canada Trade War (31:14) Canadian Political Shake-Up (31:52) Market Movements and Sector Rotations (32:35) AI's Impact on the Market (34:23) Small Caps vs. NASDAQ: Investment Strategies (36:18) Trump's Tariff Tactics (36:46) Economic Growth and Treasury Policies (46:06) Bitcoin and Crypto Market (48:03) Looking Ahead: Market Predictions (54:10) Final Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

As the AI race heats up, could it be a “watershed” moment for the software stocks? We debate and give you some names to buy. Plus, why the new administration could be bullish for small caps. And, Teva's CEO discusses the company's outlook, transition and the future of drug pricing negotiations. 

The Trump-backed, multibillion-dollar AI initiative “Stargate” answers some key questions about the AI trade, according to one analyst. Plus, JPMorgan Chase CEO Jamie Dimon says a strong dollar isn't bad, but P&G's CEO says it isn't good either, and our market guest says staying small helps avoid it altogether. And the CEO of Chuck E. Cheese's parent company joins us with the latest on their turnaround efforts after filing for, and emerging from, bankruptcy in 2020.

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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Advertising Inquiries: https://redcircle.com/brands

Liz Ann Sonders with Charles Schwab says yields have retreated and small caps gained... but that doesn't mean it's time to discount uncertainty. She discusses the potential for the Mag 7 to bloom under Trump, with her eyes on CapEx spending. Collin Martin notes volatility has also retreated, but he explains why it could spike over the next several weeks to months. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She says there's been less of a rotation across sectors than an expansion, and that there have already been $60B in ETF inflows since 2025 began. She also notes interest in bitcoin and financials. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Happy 2025! We're reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why.  In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management's Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down S&P sector performance, Erin delves into Small Caps, and Nate shares his take on the death of active management. Then tune in to hear how Dave, Erin and Nate fared on their 2024 predictions, and what they predict will happen in 2025, including whether potential tariffs will make any real difference, Cap Weight verses Equal Weight performance of the S&P 500, and if we'll see a recession.    Episode Timeline/Key Highlights: 0:00 Welcome and Podcast Refresh 03:15 Recap of 2024 Market Performance 14:11 Key 2024 Trends including persistent high yields despite rate cuts, record outflows from active investing, and the rise of passive investing 24:37 2024 Predictions Revisited: What we got right and wrong, plus Dave, Erin, & Nate make market predications for 2025 46:10 Our thoughts on investing: What you should know going into 2025   Resources Mentioned: Bloomberg Article: Stock Market 2025 Predictions: Wall Street Braces for Trump, AI, and China    Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Follow our Asset Management team on LinkedIn:  Erin Hay   / erinhay    Nate Tonsager   / nate-tonsager-5a019b105    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management.Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.In today's conversation with Will, we're unpacking:Fairlight's investment philosophy and how they've built an enviable track recordWill's love (and we mean love) of under-studied industrial businesses that can quietly compoundWhy Will focuses on small and mid capsHow Fairlight filter the universe to uncover interesting investment opportunitiesHow Will would build a portfolio for the next 30 yearsWill's biggest gripes with the industry that all investors should be mindful of—------Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website.—------Looking to start 2025 on the right foot?Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTokSign up to our daily news email—------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.

To kick off 2025, SoFi's Head of Investment Strategy Liz Thomas dives into listeners' biggest questions about the year ahead, such as: what happens if liquidity coming out of markets decreases? How will the Fed respond if inflation rates remain high? Is buying gold a good investment in 2025? Get thoughtful insight on all of these questions and more in this special bonus episode. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 01:25 Liquidity of Markets 03:57 Strength of the US Dollar 07:17 Gold and Gold Mining Stocks 11:33 Are Elevated S&P 500 and NASDAQ 100 Values Sustainable? 16:35 Mag 7 Performance in 2025 19:56 Small Caps in 2025 24:06 Interest Rates and Inflation 26:54 Chinese Equities 29:27 Sectors to Overweight in Your Portfolio 33:22 Closing Thoughts Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.

Conheça o Empiricus Tech Select] https://emprc.us/rzye12-------Este é o septuagésimo sétimo episódio do Empiricus Podca$t, que tem como objetivo falar de tudo que está acontecendo no mundo dos investimentos de forma descomplicada.Nessa edição do programa Larissa Quaresma e João Piccioni, recebem Matheus Spiess, especialista em macroecnomia, para bater um papo sobre as coisas mais relevantes do mercado financeiro.

U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small Caps?   In this episode of Disruptive Forces, host Anu Rajakumar is joined by Gregory Spiegel, Portfolio Manager on our Small Cap Team. Together, they explore the dynamic and evolving landscape of this asset class and discuss what opportunities lie ahead.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.  © 2024 Neuberger Berman Group LLC. All rights reserved.

In der ersten Folge des neuen Jahres präsentieren die Finanzjournalisten Dietmar Deffner und Holger Zschäpitz ihre 25 Investment-Ideen für ein erfolgreiches Börsenjahr 2025. Die Latte liegt hoch: In den vergangenen beiden Jahren hatten die Ideen im Schnitt deutlich zweistellig zugelegt. Weitere Themen: - Peak US-Dominanz – dieser Welt-ETF ist die Lösung gegen den Risikoklumpen Amerika - Comeback nach vier verlorenen Jahren – dieser Erneuerbare-ETF notiert 59 Prozent unter seinem Hoch - China plus Solar – diese Aktie verspricht den doppelten Aufholeffekt - KI verschiebt Gewinne – eine Aktie und ein ETF könnten besonders profitieren - KI-Inferenz statt Lernmodelle – diese beiden Firmen wollen die kommende Nvidia werden - Lukrativer Mischkonzern – Diese Aktie haben Deffner und Zschäpitz auf ihrer 2025er-Liste - Nachholpotenzial der zweiten und dritten Reihe – Mit diesen drei Aktien und zwei ETFs seid Ihr dabei, sollten Small Caps ihr Rendezvous erleben - Renaissance der Kernenergie – das sind die vier spannenden Einzelwerte - Megathema Energie – diese drei Dax-Aktien könnten profitieren - Attraktives Auto-Duo – Warum die Kombi funktionieren könnte DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Indochino: https://indochino.com/INVEST* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Indochino: https://indochino.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Shutdown..... AVERTED Mergers - Auto Industry big move Lots of Trump Talk The Market's new favorite stocks 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 DONATIONS ? Thank you for all who gave to the Thanksgiving Holiday Campaign... Warm-Up - Shutdown..... AVERTED - Mergers - Auto Industry big move - Lots of Trump Talk - Deli Stock Scheme - Update - Holiday Tidings! - Markets - S&P 500 Equal weight down 6% MTD, Small Caps down 8% - The New favs? Quantum Computing Stocks - Santa Like them..... - Index inclusion has become a thing Checking out the early CTP Cup Standings EVERYONE IS IN! - 7 Contestants.... Fed Meeting Dec 18th - Fed freaked out markets - All of a sudden they are projecting that inflation is not going to come down to their 2% level into 2026 - DJIA was donw 1000 points and it was an ugly day overall. - Onc day later, PCE comes out not too far aay from assumptions and market takes off - Just goes to show that DJIA - Records? - Follow up - it was 10 days and the last time that happened was 1974 Meanwhile - XMAS Rally - Once big day down, then a test and BOUNCE - Most of the Fed Day losses have been wipe out - still much damage in December --- Once again - Mega cap holding things up ---- EVEN though 10Yr >4.6%  - this is an important price point... Failed  couple of times before. Quantum Computing Stocks - Ever since Alphabet (Google) announced that they made progress, been some crazy moves on a few names - with YTD returns -- D-Wave Quantum Inc  QBTS  (825%) -- Rigetti Computing Inc   RGTI  (1,050%) -- Quantum Computing Inc   QUBT  (1,900%) -- Defiance Quantum ETF   QTUM (51%) -- IONQ Inc    IONQ   (240%) ---(none seem to be making any money  - actually losing a ton) More Quantum - Willow's speed is almost incomprehensible — according to Google, it's able to perform a computation in under five minutes that would take one of today's fastest supercomputers 10 septillion years to solve. Ten septillion is 10,000,000,000,000,000,000,000,000 years. - Concern has turned to the potential for this technology to break down crypto (or other) cryptography. --- It may take years - but this could be something we need to watch as a byproduct, the need for better security from quantum hacks Auto Merger - Japanese automakers Nissan and Honda on Monday announced they had entered into official talks to merge and create the world's third-largest automaker by sales. - The deal would aim to share intelligence and resources and deliver economies of scale and synergies while protecting both brands - Nissan's strategic partner Mitsubishi has been offered the chance to join the new group and will take a decision by the end of January 2025. - Lots of things to iron out before this deal gets done Index Traders - Hang on... - Huge moves to reset these days - Companies are competing to get to NASDAQ and NYSE to gain inclusion as they know share prices will potentially pop - Palatntir is banking on that as they said in their recent announcement and one reason was to get inclusion in the NASDAQ 100 - These kind of index changes has buig impacts on stocks - - ALSO, there should be some movement over the next month as there will be re-balancing going on as 2024 big run for markets/stocks Trump Talk/Plans - Trump said he will not let the canal fall into the 'wrong hands' - Trump accused Panama of charging excessive fees to use the canal - Panama's President Mulino defends canal's independence and fees - US handed over control of the canal in 1999 - Talk that we could take it back - Twitter: "Every square meter of the Panama Canal and the surrounding area belongs to Panama and will c...

Trade tensions have created an unpredictable environment, impacting production decisions and investment strategies. Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., Market Wrap, Small Caps, DIS - Walt Disney Co., CELH - Celsius Holdings Inc., US Manufacturing Continues to Struggle with Tariff Uncertainty, Bonds, RIVN - Rivian Automotive Inc. Cl A, Trade War, 403B Plan, RTX - RTX Corp., LOGI - Logitech International S.A., BLDR - Builders First Source Inc., Buy Now Pay Later.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump's Tariffs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy