Podcasts about Stocks

Send us Fan Mail✅Learn Trading In-Person from me 1-on-1: https://form.typeform.com/to/O1Yiz8LXIn this video, I shared the biggest trading psychology lessons I learned from my conversations with 3 trading legends: Dr. Steenbarger, Tom Hougaard and Jack Schwager. Book - Short Selling MasterPreorder David Capablanca's book - Short Selling Master Friendly Bear Conference 7Early Bird ticket for Friendly Bear Conference 7 ft. Tom Hougaard on 10/12/26 Friendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableCobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformStock Analysis ProGet unlimited access to all financial data and tools.AskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsDavid's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple's earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the economy's real inflation concern and why he's looking towards the AI trade despite its volatility. Plus, the latest out of Iran, HSBC's initiates SpaceX, and why the railroad trade is picking up steam. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 23, 2026 – Is it time to get more defensive? Financial Sense Wealth Management CIO Chris Puplava discusses the ongoing geopolitical conflicts in Iran and the broader Middle East, which are disrupting oil supplies and raising inflation risks...

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn't, and how to find opportunity in the chaos.Today's Stocks & Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil marching higher as we approach 2030.Forget the Iran war's impact on oil prices. It's the lack of exploration the world did not invest in over the past several decades that is going to create real shortages -- and much higher prices -- in coming years.To learn which oil companies Rick likes most, watch this video.#oilprice #iranwar #commodities _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I will explain why the recent volatility in markets makes sense. It's Wednesday, July 22nd at 2 p.m. in New York. So, let's get after it. The broadening trade is back and it's gaining steam. We established this thesis last week. Importantly, there's a key reason this broadening trade is likely to continue. One of the more crowded areas of the market—semiconductors—has lost its momentum. As I've also noted before, this is not a call that the AI cycle is over. However, stocks do trade on the rate of change in growth, and expectations often reach a place where they can no longer surprise on the upside. Earnings revisions tend to get too stretched, and capital starts looking for the next place where fundamentals are improving but positioning is still light. This is no different than what happened to other leadership groups earlier this year in areas like precious metals and energy stocks. Remember, I first made the call for market broadening in our November outlook. My view is that the economy had moved into a new expansion after the rolling recession ended in April 2025. Markets were starting to catch on before the Iran conflict interrupted that trend. Investors piled back into the AI trade—especially semis—as oil prices jumped and Fed expectations shifted more hawkish. Back in June, I noted that those earnings revisions were likely nearing their peak. Hyperscale stocks starting to lag was the first indication. Since semis ultimately depend on hyperscaler spending, that divergence usually doesn't last. It doesn't mean the buildout is ending. However, the spenders may be moving from blind enthusiasm to a more disciplined phase as a means of addressing the market's concerns about falling cash flows. We've seen this pattern before. Since ChatGPT launched, this ebbing and flowing between the hyperscaler and semiconductor stocks has happened three times. This is the fourth such adjustment, during which the hyperscaler stocks are likely to outperform the semis. Since a few weeks back, hyperscalers have outperformed semiconductors by almost 30 percent. Another consequence is that the major averages may trade lower in the near term. When a crowded, large-cap leadership group is unwinding, the index can look choppy even as the market underneath is improving. That's the key distinction. The index may struggle, but the broadening can still work. Over the next month, don't be surprised if the S&P 500 trades as low as 7000 before it makes a move to 8000 by year-end. Use this weakness to add to equity positions. I continue to like Consumer Discretionary Goods, Transports, and Biotech. Discretionary Goods remains one of the cleaner expressions of the broadening thesis. Wallet share is shifting from services back toward goods, goods pricing is improving, and earnings revisions are strengthening. Transports continue to show improving revisions as volumes stabilize and pricing gets better. Biotech is one of the more attractive lower-rate beneficiaries, especially if policy expectations are too hawkish, as I think they are. On that last point, the Fed backdrop matters. The June FOMC meeting told us forward guidance is going to be limited, and the inflation path is going to drive policy. The softer-than-expected inflation data last week should allow the Fed to stay on hold rather than hiking. It may take the bond market a few more data points to fully re-price this view. Bottom line, the broadening is in gear, but it may not feel comfortable because it's happening while the crowded momentum trade unwinds, a process that is likely unfinished. That's usually how rotations in market leadership work. Like spring, it's often: in like a lion and out like a lamb. Thanks for tuning in. I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Send us Fan MailIn this episode, discretionary trader and author of Short Selling Master, David Capablanca aka sits down with algorithmic trading expert Dave Mabe to break down how discretionary and systematic traders can actually work together instead of staying in their own lanes.Dave has been trading systematically for nearly 20 years and works closely with traders at SMB Capital. He shares practical insights on backtesting, building automated edges, handling small-cap environments filled with algorithms, and how to turn discretionary ideas into robust, automatable strategies. Book - Short Selling MasterPreorder David Capablanca's book - Short Selling Master Friendly Bear Conference 7Early Bird ticket for Friendly Bear Conference 7 ft. Tom Hougaard on 10/12/26 Friendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableCobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformAskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsStock Analysis ProGet unlimited access to all financial data and tools.David's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors.Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...

The Army identified two U.S. soldiers killed in Jordan while defending against Iranian missile and drone attacks, one with a Hawaii connection. Residents in a tight-knit Makakilo neighborhood are heartbroken after an early morning fire kills an elderly man. What students and families need to know as a new school year approaches with a new cell phone ban on Hawaii public school campuses.See omnystudio.com/listener for privacy information.

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================0:00 - Intro0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI7:15 - General-purpose vs. specialized models in USV's portfolio8:40 - Compute costs & the rise of model routing11:14 - Inside USV's internal multi-agent system16:25 - AI's role in venture capital & autonomous investing22:50 - How AI reshapes market signals & information edges27:06 - Apps building models & the fight over your data35:31 - Five-year outlook for the AI stack37:57 - US vs. China: the "philosophy" of AI models40:30 - Personalized AI & where the Rebel Alliance thesis plays43:53 - The dark side: jobs, data centers & society47:44 - AI as a personal superpower & neural implants

Jul 20, 2026 – Brendan McMurtrie and Crystal Colbert discuss essential financial and workplace planning tips for expectant mothers. They explain maternity leave, FMLA, California protections, paid family leave, and supplemental disability...

In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ETFs, with a focus on tax efficiency, dividend treatment, withholding taxes and capital gains. We also discuss why the “right” account can depend on the type of income an investment produces, whether dividends are Canadian or foreign, and how ETF structure can create different withholding tax outcomes for Canadian investors. In the second half of the episode, we look at four Canadian acquisition-heavy compounders that have struggled recently: Constellation Software, WSP Global, Boyd Group Services and TerraVest. We discuss why each company has been under pressure, including valuation resets, AI disruption fears, macro headwinds, governance concerns and slower end-market demand. We also look at what could drive a recovery for each business. Tickers discussed: CSU.TO, WSP.TO, BYD.TO, TVK.TO, VOO, VFV.TO, QQQ, ASML Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

MRKT Matrix - Monday, July 20th S&P 500 closes slightly lower on Monday, weighed down by rising oil prices (CNBC) Chinese AI Sensation Moonshot's Gamble on Big Models Pays Off (Bloomberg) What to Know About the Chinese AI Models Rattling U.S. Stocks (WSJ) The AI revolution takes on the world's most cyclical industry (FT) Google Shares Gain on Report of Chip to Boost AI Efficiency (Bloomberg) AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer (CNBC)  BlackRock Leads $12 Billion Financing for New Meta Data Centers in Texas (WSJ)  Government-Owned AI Is a Terrible Idea (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, July 20th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks were slightly lower last week as many AI-connected tech companies, especially highflying semiconductor companies, continued to correct from record price runups in previous months. Aside from normal market correction price action, there is increased concern in the AI-space about China's AI and chip companies catching and potentially surpassing American companies. Specifically, Chinese AI company Moonshot, released a new AI model last week that's said to rival the performance of OpenAI and Anthropic's top performing models.

The chip market starts the week licking its wounds after a swift descent over the last few days. Earnings from Alphabet and Intel in a few days are the next major keystones. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don't want to be the last out. Finally, the Strait of Hormuz didn't matter to markets until the market decided it mattered again.   Apple sues OpenAI Micron and the memory stocks dip again Trading behavior psychology losing hurt more than winning feels good? Strait of Hormuz tanker tracker ticks lower More sellers than buyers in memory stocks SpaceX moves below its IPO price Looking at the Mag7 stocks and how they grew into their valuations over a decade    Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago? SpaceX forward valuation Interest rates and oil prices Inflation surprises to the downside   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

A decent first half of the year for the stock market implies more gains in the second half, says Sam Stovall, chief investment strategist at CFRA Research. Stovall discusses his economic and investment outlook, and the prospects for the S&P's 11 industry sectors, with Barron's Senior Managing Editor Lauren R. Rublin and Associate Editor Al Root.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A soldier from Hawaii has been identified as one of the service members killed in the Middle East over the weekend. Who he is, as the U.S. expands airstrikes against Iran. Ballots have been sent for Hawaii's primary election, which is now less than 3 weeks away. We'll show you the efforts to make sure the state's vote-counting machines are ready to go. The 25th Native Hawaiian Convention begins today. Casey Lund will be live at the Blaisdell this morning to give us a look at what attendees can expect. See omnystudio.com/listener for privacy information.

An Army soldier from Ewa Beach is one of two U.S. service members who were killed in Jordan over the weekend during an attack from Iran. Honolulu Police are looking for the suspect in an armed robbery at a convenience store in Kalihi early this morning. And a man who was found unconscious inside a burning building this morning in Makakilo has died.See omnystudio.com/listener for privacy information.

Andy Burnham is set to enter No. 10 later today to become the UK's fifth prime minister in 4 years. We are live at Downing Street for the latest. Brent crude surpasses $90 per barrel, up 2.9 per cent in session as the U.S. targets Iran for a ninth consecutive night. Three U.S. troops have been confirmed dead following Iranian retaliatory strikes in Jordan and Iraq. Ryanair posts a miss for the first quarter, down by more than a third on the year. Passenger revenue slumps and jet fuel spikes with prices trending lower in the current quarter. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Iranian Foreign Ministry spokesperson said negotiations with the US could be pursued based on national interests and will not abandon talks with the US.US and Iran continued to exchange strikes; Iran killed two US service members in Jordan and one in Iraq. The US continued to target Iranian military capabilities. US equity futures rebound given the broader positive tone.DXY flat; Antipodeans lead on China stimulus hopes, while GBP awaits Burnham.Fixed income pare earlier losses while gilts remain in focus as Burnham gets ready for his first day as PM.Choppy crude trade as geopolitics dictate the tape while precious metals holds steady.Looking ahead, highlights include Canadian Inflation (Jun), New Zealand Inflation (Q2) & Comments by incoming UK PM Burnham.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Business and finance news from the Asia-Pacific. Oil climbed to the highest level in more than a month and bonds fell as US and Iranian attacks escalated, renewing inflation concerns. Stocks stabilized after a technology-led selloff rattled markets last week. Treasury 10-year futures slipped 7/32, with trading in the cash market shut during Asian hours Monday because of a holiday in Japan. Government bonds in Australia and New Zealand also declined on concern that higher oil prices will stoke inflation. Equities were mixed. Nasdaq 100 futures rose 0.2% after Friday’s selloff, as Moonshot AI told investors it plans to go public within six months after its latest model challenged perceptions of US leadership in artificial intelligence. MSCI’s Asia Pacific equity index was little changed, while South Korea’s Kospi index fell 2.8% as traders returned following a holiday on Friday. For a look at the markets, Bloomberg TV Host Avril Hong spoke to Homin Lee, Senior Macro Strategist at Lombard Odier. Brent rose as much as 3.8% to $91.42 a barrel, the highest level since June, with back-and-forth strikes that have expanded beyond military targets. For an outlook of how the oil story is impacting the Asia-Pacific, Bloomberg TV Host Paul ALlen spoke to Illiana Jain, International Ecnomist at Westpac Banking Corporation.See omnystudio.com/listener for privacy information.

The High cost of investing – how to keep more of what you make The tech trade is in tatters – chips entering correction. Earnings rolling in – investors seeing both sides of the story. And our guest this week – Tom McClellan of the McClellan Market Report. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork. In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA. The signup link is http://mcoscillator.com Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (AAPL), (SPCX), (SPY)

It’s been 100 days since Cruz Eddie Ochoa Jr. was killed in a hit-and-run in Makiki, and his family is pushing for safety changes. Police say an e-motorcyclist was critically injured after a late-night crash on Punahou Street in Makiki involving a wrong-way rider and a driver making an illegal U-turn. Plus, with primary ballots arriving this week, election officials tested vote-counting machines Saturday at the State Capitol to make sure they’re working properly.See omnystudio.com/listener for privacy information.

Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors.In this episode:00:00 – Why digital entertainment is booming02:56 – Emerging markets and the rise of the global middle class04:16 – Mobile gaming becomes the biggest force in gaming08:13 – How AI is changing streaming and entertainment10:09 – Advertising, gaming economics and industry growth18:01 – Key investment risks and competitive pressures22:26 – Stocks to watch across streaming, gaming and music30:37 – ETFs and final investing takeawaysStocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V)This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———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)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.======================For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at Mengotomars.com.======================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================0:00 - Intro0:50 - AI stock unwind & the summer slowdown5:45 - Framework for picking AI winners7:1 3 - China's Kimi K3 & open source vs. closed models11:09 - Model routers & how many models is too many?17:46 - The hidden "cultural weights" in AI models22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation39:26 - Nasdaq outlook & where he's avoiding45:09 - Software stocks & what is the next trade?

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Advertising Inquiries: https://redcircle.com/brands

Jul 17, 2026 – Explore how minerals and natural resources underpin modern technology, AI, national defense, and the shift to green energy. Financial Sense's Jim Puplava reveals how critical minerals drive everything from smartphones...

Jul 17, 2026 – Robert Bryce discusses his data center rejection database, highlighting the surge in local moratoriums and project denials across the U.S., including the recent first-ever state-wide moratorium by New York. He explains the drivers...

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Advertising Inquiries: https://redcircle.com/brands

David Hunter says stocks have another 30% of upside left — and then the biggest crash since 1929. This week the veteran contrarian returns with his most specific targets yet. David lays out the melt-up he's been calling for, the global bust he thinks follows it, and the staggering amount of money he believes central banks will have to print to dig us out. He also shares his gold and silver targets, and gives his honest (and bearish) read on Bitcoin. We discuss: His targets: S&P: 10,000, Nasdaq: 36,000, Dow: 70,000, Russell: 4,000 — and why he just raised them  Why he sees an 80% bear market coming, not a normal recession The $20 trillion the Fed may be forced to print Why 25% inflation could hit by the early 2030s Gold to $7,000, silver to $200 — then far higher next cycle His bearish Bitcoin call — and what would change his mind The one signal he watches to know the top is in Whether you agree with David or not, few people lay out a case this clearly. Follow David Hunter on X: https://x.com/DaveHcontrarian  ---- Order my new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  ---- Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

Jul 17, 2026 – Chief Global Economist Ryan Sweet of Oxford Economics shares insights on the economic risks posed by renewed conflict in Iran, oil price volatility, and global supply chain pressures. He explains potential impacts on GDP growth, inflation

Jul 16, 2026 – Edward Gustely, co-founder and managing director of Penida Capital Advisors in Jakarta, breaks down how the escalating Iran war is reshaping global trade and energy security. He reveals why the Malacca Strait, carrying 40%...

MRKT Matrix - Friday, July 17th S&P 500 falls 1%, heads for losing week, led by chipmakers; Netflix plunges (CNBC) S&P 500 Earnings Season Update: July 17, 2026 (FactSet) Russia roils global market for diesel (Axios) Economic outlook is worsening and Trump is getting blamed, CNBC survey finds (CNBC) The Inside Story of IBM's Shocking Profit Warning (WSJ) IBM's Warning Is a ‘Hammer' Slamming Down on Tech's AI Outsiders (Bloomberg) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) Lettuce Grower Taylor Farms to Pull Parasite-Linked Products (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.Advertising Inquiries: https://redcircle.com/brands

In the anxious days following Brexit, rather than predict the future, David asked a different question: Where are the opportunities? The result was a five-stock sampler built not on politics, but on optimism.Now a full decade has passed. Joined by longtime Fool Karl Thiel, we crack open the time capsule, revisit the original investment theses, score all five stocks against the market, and ask what a ten-year scorecard can teach that three years never could. Some ideas exceeded expectations. Others humbled us. All of them remind us why Rule Breakers look beyond the headlines and invest for the long haul. Host: David GardnerGuest: Karl ThielProducer: Bart ShannonCompanies Mentioned: GOOGL, EEFT, HAIN, BKNG, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.==================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp==================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!==================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp==================0:00 - Intro1:03 - Has inflation peaked? Tariffs, AI & energy price drivers5:14 - Why consumers feel poor despite a strong economy7:43 - Can you trust government economic data?13:54 - Housing affordability & why NYC rent hit an all-time high17:43 - Return to office, commutes & worker productivity21:37 - Kevin Warsh takes over the Fed — what's changed?30:57 - Could the Fed cut rates to influence the 2026 election?35:42 - The mega IPO wave & the AI bubble question41:32 - What happened to the bitcoin & gold debasement trade?43:00 - What keeps a chief economist up at night?

In the 1800s, the smartest financial advice your grandparents could receive was: don't save money, because it will probably go to zero. Stocks were considered scams. Real estate was the only real path to wealth. Crypto isn't the future, it's a replay of something that happened dozens of times before the Civil War. Dr. Joseph Moore is a historian, a New York Times bestselling author, and someone who has spent his career proving that what always worked was always changing. His book is How to Get Rich in American History, and this conversation will make you rethink at least three things you currently believe about money.What You'll Walk Away WithWhy grandparents in the 1800s told their grandchildren never to save money -- and why that advice was completely rational at the timeThe crypto-as-past argument: why self-issued currencies have existed since before the Civil War, why they all eventually went to zero, and what the one thing is that actually made the US dollar trustworthyWhy stocks beating bonds in the long run is only true since World War II -- and what that means for treating any historical financial truth as permanentThe go-ahead philosophy: why Americans used to define success as actively moving forward rather than passively not falling behind -- and why that shift in language reveals something importantWhy financial gurus get a worse reputation than they deserve -- and the German economist's study that showed Dave Ramsey alone has saved the US economy the GDP of a mid-sized nation stateThe FIRE movement isn't new: the original four-hour workday, a man with Ten Acres Enough in 1850s New Jersey, and what the Nearings' Vermont maple farm story actually teaches about the selling of early retirementFast time versus slow time: why the financial media is paid to tell you it's always fast time, why it's almost never fast time, and how to know the difference when it actually mattersWhy the 4% rule and the safe withdrawal rate are research findings worth knowing -- and exactly why building a 30-year financial plan around a fixed number is still a mistakeFive first-half 2026 lessons from the Stacking Benjamins mentor vault: creativity, adversity, mistakes, the go-ahead mindset, and compoundingThe compounding belief problem: why OG's framework for trusting the math you've already lived is the most underrated motivational tool in personal financeWhy This Matters NowEvery financial truth that feels permanent right now -- index funds always win, real estate always appreciates, crypto is either the future or a scam -- is newer than you think and more conditional than it sounds. The investors who build real flexibility into their plans are the ones who survive when the conditions change. And the conditions always change.From the BasementDr. Joseph Moore joins Joe and OG to pick fights with crypto, passive income, real estate mythology, Napoleon Hill, and the entire academic finance establishment -- while making the case that financial gurus, properly understood, have done more measurable good for American wealth than all the finance professors combined. OG is in Colorado acclimating for a bicycle climb that has Doug genuinely concerned about whether a financial co-host counts as a dependent. Doug arrives with trivia tied to today's birthday that connects Nintendo's origins to something nobody expected. Five mentor highlights from the first half of 2026 close the episode -- including clips from George Newman on creativity, Jim Murphy on adversity, Bola Sokunbi on surviving a very expensive rollover mistake, Beth Kobliner on why young people are gambling instead of saving, and Cody Berman on the compounding moment that changes everything.Resources MentionedHow to Get Rich in American History by Dr. Joseph Moore -- New York Times bestseller; available at bookstores and on Amazon; josephmoore.comInner Excellence by Jim Murphy -- referenced for mental strength and adversity; available wherever books are soldClever Girl Finance -- Bola Sokunbi; clevergirlfinance.comAfford Anything podcast -- Paula Pant; referenced in first-half mentor recapRetire by 30 by Cody Berman -- retireby30book.comGet a Financial Life by Beth Kobliner -- referenced in first-half mentor recapStacking Benjamins Field Kit -- stackingbenjamins.com/fieldkitStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201; write Joe at joe@stackingbenjamins.com with your favorite first-half lessonStacking Benjamins Community -- stackingbenjamins.com/basementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time.Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change.Advertising Inquiries: https://redcircle.com/brands