Podcasts about Stocks

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Play Episode Listen Later Oct 1, 2026 44:28 Transcription Available

The artificial intelligence buildout is creating a massive wave of blue-collar jobs tied to data center construction, but growing community opposition could threaten the pace of expansion. Investors betting on AI infrastructure need to understand the human and political factors that could slow the boom.Today's Stocks & Topics: The TJX Companies, Inc. (TJX), Market Wrap, Century Aluminum Company (CENX), New AGI Floor for Itemizers, Centrus Energy Corp. (LEU), Is the Data Center Backlash a Real Investment Risk for AI Infrastructure?, Portfolio Positions, Carvana Co. (CVNA), Opera Limited (OPRA), Space Exploration Technologies Corp. (SPCX), Mergers.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

Rate Peak or Pause?... Nike Reports Results 10/1/26

CNBC's "Fast Money"

Play Episode Listen Later Oct 1, 2026 43:41

Stocks bouncing off session lows as rates pull back from multi-decade highs. Have the yields reached a peak, or is this just a pause in the surge? Plus, Wall Street bulled up on more Meta gains, Airbnb rolls out new AI features after a rough month, and Nike reports results; where a top retail analyst sees shares heading next as the sneaker giant paces for its worst year since 1993. 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.

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Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar

The Acquirers Podcast

Play Episode Listen Later Oct 1, 2026 58:44

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

Michael Belkin: The Bond Market Is Flashing 1987 All Over Again

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Play Episode Listen Later Oct 1, 2026 39:12

Oct 1, 2026 – The bond market is flashing the same warning it did before the 1987 crash, and the stock market isn't listening. Jim Puplava sits down with Michael Belkin of The Belkin Report, a former Salomon Brothers quant strategist who watched the '87 crash...

Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash

The Canadian Investor

Play Episode Listen Later Oct 1, 2026 51:50

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution suspension just days before a takeover was announced. From there, they look at Oracle invoking force majeure on a massive AI data centre project and what growing power, permitting and infrastructure bottlenecks could mean for the broader AI buildout. Finally, they discuss Anthropic’s potential $2 trillion IPO valuation, extended trading hours coming to Canadian markets, and why FICO’s long-standing regulatory moat is suddenly under serious pressure as VantageScore gains traction. Stocks discussed: FM.TO, FNV.TO, SGR.UN.TO, BRX, ORCL, OWL, X.TO, FICO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.

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Stocks Move Higher To Start October

MKT Call

Play Episode Listen Later Oct 1, 2026 5:58

MRKT Matrix - Thursday, October 1st Stocks Rise in Choppy First October Session as Treasury Yields Ease From Multidecade Highs (CNBC) Fed's Jefferson Says Officials May Need More Time for Next Move (Bloomberg) Oil Prices Rise as Refining Bottlenecks and Supply Risks Persist (CNBC) Accenture Earnings Surge as Enterprise AI Demand Drives Massive Growth (Barron's) Google Gemini 4 Arrives as Wall Street Shifts to Personal Agents (CNBC) Anthropic Said to Target Mega-IPO Before Thanksgiving Holiday (Bloomberg) OpenAI Parts Ways With Researchers Who Allegedly Shared Confidential Information (The Wall Street Journal) How SpaceX's AI Unit Turned Itself Into an AI Cloud Firm (The Information) --- 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

The Shocking Truth About the Federal Reserve's Impact on Your Money (Ep. 289)

Without the Bank Podcast

Play Episode Listen Later Oct 1, 2026 19:21

Mary Jo recaps two big things: a must-read book for understanding our money system, and her refresher training in Houston on the Truth Concepts calculators. If you've read Becoming Your Own Banker and gone down the rabbit hole of fractional reserve banking, "Creature From Jekyll Island" by G. Edward Griffin is the next start — how $1 in the bank lets the system borrow $10, why that devalues our dollar, and who met on Jekyll Island to pass the Federal Reserve Act. Mary Jo also breaks down why crypto is not the answer for her, what really happens to a whole life insurance infinite banking policy if the dollar crashes, and how she'd use policy loans to buy land, drill wells, and buy real assets instead of holding paper dollars. Then the Houston part: Todd Langford created his calculators to prove Nelson wrong on the infinite banking concept — and got proven wrong. Mary Jo shares the refresher on qualified plans / 401ks for business owners, future requirements ($10-30M in tomorrow's dollars), taxes vs. rate of return, and the unseen rate of return when you borrow to create infinite banking explained cash flow externally. Bottom line: don't just park money. Use it entrepreneurially to make more money. Buy the book: https://www.WithoutTheBank.com/Book Email Mary Jo: MaryJo@WithoutTheBank.com Chapters: 00:00 – Money Is to Be Used, Not Sit Idle 01:13 – Welcome 01:44 – Fractional Reserve Banking and Nelson's Rabbit Hole 02:30 – Creature from Jekyll Island: 600 Pages, Fed 10-to-1, Oreos Example 04:01 – Why Crypto Is Not the Answer 06:14 – What Happens to Your Policy If the Dollar Crashes? 07:28 – Prepper Strategy: Borrow to Buy Land, Wells and Real Assets 08:13 – Stepping Out of the Noise: Gold Hype, Stocks and Manipulation 09:54 – The Fed Is 100% Private Company + YouTube / Cliff Notes Option 10:09 – Why I Bought This Book for My Dad Years Ago 11:35 – Houston Truth Concepts Training With Todd Langford 12:45 – 401ks for Business Owners: Tax Write-Off vs. Usable Growth 13:39 – Future Requirements and Inflation Truth 15:32 – The Unseen Rate of Return and Interruptions 16:15 – Stop Just Saving, Start Creating Cash Flow 19:03 – Financial Advisor Gets Infinite Banking Wrong 20:08 – Grab Your Book and Schedule With John or Mary Jo Audio Production by Podsworth Media - https://podsworth.com

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49. Inflation Cooled to 3.0%, So Why Is the Economy Still Strong?

Stay Winning | A Financial Health Podcast

Play Episode Listen Later Oct 1, 2026 16:38

Newsletter: https://stay-winning-wealth.kit.com/806fb337d7Sponsor: https://portal.costsegregationguys.com/r/staywinningCore PCE, the Federal Reserve's preferred inflation gauge, rose 3.0% year over year in August and 0.2% month over month.At the same time, second-quarter GDP was revised higher to 2.2%, up from the previous 1.5% estimate.That creates an important macro contradiction: inflation is cooling, but economic growth and consumer spending remain resilient.In this livestream, we'll break down:What the latest core PCE reading meansWhy the GDP revision mattersWhy October Fed-hike odds reportedly fell toward 35%Whether cooler inflation gives the Fed room to pauseWhy stronger growth could still keep rates elevatedWhat this means for Treasury yields, mortgage rates, stocks, crypto, and real estateWhat Friday's jobs report could changeEconomic data can be revised. Verify the latest figures and market probabilities before making financial decisions.Educational content, not financial advice. Stocks, bonds, crypto, real estate, and interest-rate products carry risk. Do your own research.#PCE #Inflation #FederalReserve #GDP #InterestRates #MortgageRates #Investing #FinancialLiteracy #StayWinning

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Market Open: Stocks Now Lower, Bond Yields Rise, Gas Prices Ease • 10/1/26

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Play Episode Listen Later Oct 1, 2026 3:37

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.

Stocks Rise Off Key Levels As Yields Tumble; Lumentum, Micron, Meta In Focus

Stock Market Today With IBD

Play Episode Listen Later Oct 1, 2026 19:18

Alissa Coram and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Tokenized Stocks and Global Liquidity with Armani Ferrante CEO of Backpack | EP 169

Logan Jastremski Podcast

Play Episode Listen Later Oct 1, 2026 70:47

Armani Ferrante, Founder and CEO of Backpack, joins me to talk about tokenized stocks and the next phase of global capital markets.We discuss the different tokenization models, why redeemability and liquidity matter, and Backpack's ambition to connect traditional markets with Solana. We also get into the licensed path, Hyperliquid and Kraken, and competing with the largest exchanges.Armani explains the tokenomics of Backpack's own BP token, how growth milestones shape its allocations, and the equity-conversion option he describes for token holders who contribute to the product. We also discuss the corporate treasury and a potential future IPO.Enjoy.00:00 Highlights01:26 Armani Ferrante and Backpack03:18 Why tokenized equities matter13:05 The different models for tokenized stocks19:33 Backpack's approach to tokenized stocks28:58 Backpack's place in the market31:47 Why Backpack chose the licensed path35:25 One global liquidity layer40:00 Hyperliquid, Kraken and derivatives49:29 Competing with the incumbents53:47 Why a token launch is a starting point1:00:04 Backpack's three allocation buckets1:02:31 The treasury lockup and a potential IPO1:07:07 The option to convert BP tokens into equityFollow Armanihttps://x.com/armaniferranteBackpackhttps://backpack.exchange/

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Nick Hodge – Beaver Creek Recap, Key Newsflow In Portfolio Stocks, and Outlook On Gold, Silver, Copper

The KE Report

Play Episode Listen Later Oct 1, 2026 23:59

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on macroeconomic factors moving the markets, his key takeaways from the Precious Metals Summit in Beaver Creek, CO; and his portfolio management strategies in select gold, silver, and copper stocks. We start off reviewing the themes and companies that had his attention at last week's PM Summit in Beaver Creek. Nick addresses the encouraging sentiment and companies focused on execution of their key workstreams, versus worrying about whether we are in a bull market. There has been a steady flow of sector news the last few weeks and Nick highlighted some recent news from Empress Royalty Corp. (TSXV:EMPR)(OTCQX:EMPYF), Au Gold Corp (TSXV:AUGC), Southern Cross Gold Consolidated Ltd (TSX: SXGC) (ASX: SX2) (OTCQX: SXGCF), and Banyan Gold Corp. (TSXV:BYN) (OTCQB: BYAGF) that stood out to him leading into and during the conference. We discussed the rising number of spinouts and new spin-cos being created or contemplated, and Nick highlighted: Riverside Resources Inc. (TSX-V: RRI) (OTCQB: RVSDF), getting ready to spin out Ravena with their Mexican assets, after successfully spinning out both Capitan Silver Corp. (TSXV: CAPT) (OTCQX: CAPTF) and Blue Jay Gold Corp. (TSXV: JAY) (OTCQB: JAYGF) Latin Metals Inc. (TSXV: LMS) (OTCQB: LMSQF) and Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF) are both considering spinouts of assets which are not getting much value in their portfolios at present. Aldebaran Resources Inc. (TSX-V: ALDE, OTCQX: ADBRF) just successfully spun out Centauri Minerals Inc. (TSXV: CENT). Next we pivoted to the continued strength in copper throughout this year. Nick pointed out that after substantial inflows of copper into the US to get in front of potential tariff news from the Trump administration, that the decision not to put a tariff on the red metal, in lieu of higher diesel and inflation readings, did not cause a collapse in copper like it did last summer. He highlighted Ero Copper Corp. (TSX: ERO, NYSE: ERO) as a name he is still holding, and flagged Koryx Copper Inc. (TSX-V: KRY) as one of the best meetings he had in Beaver Creek and that he strongly considering a position in it. Wrapping up we comingled thoughts on gold, silver, and the macroeconomics at play: He remains encouraged that we'll see gold hold above $4,000 and would like to see the yellow metal stay above $4,175. He sees more potential weakness in Silver and wouldn't be surprised to see it pull back down to retest $55 again, before moving back higher again. Nick quickly summarized the macro movers citing trends in the US Dollar, inflation, oil and diesel, geopolitics, and rising short-term interest rates at the short-end of the yield curve due to Fed policy contrasted against flattening rates at the long-end of the curve. For more market commentary & interview summaries, subscribe to our Substack reports: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Dennis Mitchell's Market Outlook: Infrastructure Stocks (Oct. 1, 2026)

Market Call

Play Episode Listen Later Oct 1, 2026 44:09

Dennis Mitchell, CIO & CEO of Starlight Capital, shares his outlook on Infrastructure Stocks.

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Trump-Xi Summit: The Investment Playbook After the US-China Détente

Play Episode Listen Later Sep 30, 2026 43:17

The Trump-Xi summit wrapped up with tariff cuts on $30 billion in goods and a new US-China AI dialogue, but analysts say little substantive progress was made on deeper structural issues. Investors need to understand what this partial thaw means for supply chains, tech stocks, and emerging market exposure.Today's Stocks & Topics: State Street Utilities Select Sector SPDR ETF (XLU), Market Wrap, Otis Worldwide Corporation (OTIS), The Mid Terms, Trump-Xi Summit: The Investment Playbook After the US-China Détente, The Kroger Co. (KR), Buying Physical Silver, Roth 403b vs. Roth I-R-A, Vistra Corp. (VST), AAON, Inc. (AAON), The Bond Market.Our Sponsors:* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

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Superintelligent Cyber Operations Now Underway, Says 13D's Woody Preucil (Preview)

Play Episode Listen Later Sep 30, 2026 1:17

Sep 29, 2026 – FS Insider speaks with Woody Preucil at 13D Research and Strategy about the surge in new AI-driven cyberattacks. Woody shares startling data on trillion-dollar economic losses, evolving attack strategies, and coordinated swarm intelligence...

Craig Tindale: Bessent Is the House, Gold Is the Tell

Rob Black and Your Money - Radio

Play Episode Listen Later Sep 30, 2026 34:14

Sep 30, 2026 – The US Treasury is no longer a risk-free asset, and the world's central banks are already acting like it. Jim Puplava sits down with Australian investor and strategist Craig Tindale to unpack his article "Bessent Is the House Now, Gold Is the Tell"...

Stocks Rise After Inflation Slowed Last Month

Play Episode Listen Later Sep 30, 2026 36:54

Patrick O'Hare of Briefing.com on the current markets, The personal consumption expenditures price index for August increased at a 3.4 percent annual rate, Join Rob Thursday October 15th at 6:30pm for the Retirement and Wealth Strategies for Your Future seminar at the Crowne Plaza Foster City with Chad Burton CFP Regional Director and Ryan Ignacio CFA CFP Senior Vice President of EP Wealth Advisors

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Why Gold Falls First | Doug Casey: That's When the Bigger Crisis Starts

ITM Trading Podcast

Play Episode Listen Later Sep 30, 2026 41:45

“We could be on the edge of a credit collapse” — Doug Casey warns a financial firestorm is building as debt defaults rise and markets face an “ultra super bubble."

225. September 2026 Mailbag

The Smattering

Play Episode Listen Later Sep 30, 2026 57:31

In this September 2026 Mailbag, Jason and Jeff tackle listener questions on when it makes sense to "average up" on massive winners, analyzing David Gardner's contrarian approach to building a Rule Breaker portfolio. The hosts then explore the specific valuation and counter-cyclical margin arguments behind Jason's recent purchase of The TJX Companies, and debate the psychology of co-managing spousal IRAs. To close the episode, the duo reviews listener submissions for a "5 Stocks for 10 Years" portfolio, ultimately drafting their own hypothetical decades-long portfolios from the audience's picks. 02:03 Patreon Shoutout 03:07 Rapid Fire Housekeeping 04:15 Mailbag Begins 04:58 Double Down Winners 16:50 TJX Valuation Debate 24:42 ResMed Growth Outlook 28:20 When to Take Profits 29:56 When Valuation Matters 31:50 Couples Managing IRAs 34:49 Risk Across Net Worth 38:18 Spreadsheets And Aggregation 43:06 Five Stocks For 10 Years 44:19 Discord Picks Breakdown 48:23 Picking Five From The List Companies mentioned: AER, AMZN, ASML, AXON, BAM, BN, BRK.B, COST, CVX, ISRG, LLY, LMND, MA, MEDP, META, RBRK, RMD, SBUX, TBBB, TJX, TSM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

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PCE Prices, Micron Results Could Help Set Tone

Schwab Market Update Audio

Play Episode Listen Later Sep 30, 2026 9:42

This morning's August PCE prices could help shape the Fed's rate decision, and Micron's earnings later might give the entire tech sector direction. Yields and oil remain in focus.Important DisclosuresThis 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.(0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI Keeps Lifting Earnings, But the Risks Are Growing

The Financial Exchange Show

Play Episode Listen Later Sep 30, 2026 38:28 Transcription Available

Stocks are rallying after a softer inflation report and stronger GDP revision, but the market's strength still depends heavily on whether the AI boom can keep delivering.Paul Lane and Marc Fandetti discuss why stocks may look cheaper on forward earnings but more expensive when using longer-term valuation measures, and how much of the market's expected profit growth depends on AI data center spending. They also break down Micron's role in the AI chip supply chain, President Trump's meeting with AI safety leaders, OpenAI's security concerns, private investments entering 401(k) plans, and whether AI agents could disrupt banks by helping customers move deposits into higher-yielding accounts.

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Stocks extend slide as t-note yields rise, consumer confidence slips

Mottek On Money with Frank Mottek

Play Episode Listen Later Sep 30, 2026 39:04 Transcription Available

Guests: Ken WInans, John Kilduff and Dennis Zine.See omnystudio.com/listener for privacy information.

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251 - The $387M Hack, Stocks on Aave & Europe's Digital Euro

Crypto Curious

Play Episode Listen Later Sep 30, 2026 16:45

Welcome back to the Crypto Curious.This week we've got 3 big stories to cover - starting with a $387 million attack on Bitget, allegedly linked to North Korean hackers — but the really interesting part might be what Bitget did next, and the crisis playbook it had ready to go.Then, your stocks just went DeFi. Coinbase's tokenized shares are now being accepted as collateral on Aave, bringing traditional assets directly into the world of decentralised lending. And finally, Europe is switching on the digital euro. The ECB has activated its first live system, with a 2029 launch target — and potentially some pretty big implications for how Europeans pay, move and hold money. So, we've got a crypto heist, Wall Street moving deeper into DeFi, and the euro getting a digital upgrade.Let's get into it

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Grain Stocks Report Sinks Grains| Channel Final Bell with Arlan Suderman

The Final Bell

Play Episode Listen Later Sep 30, 2026 13:56

Corn stocks came in much higher than trade estimates anticipated, causing fund liquidation that spilled over into the soybeans and wheat futures. Wheat production was raised slightly, but the report was overall neutral for wheat and soybeans. Cattle futures ended the day higher, with expectations that packers need more cattle to make up for last week's interrupted kill. Arlan Suderman with Stone X Financial recaps today's trade.

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Market Close: Stocks Mixed, Q3 Mixed, Micron Delivers Strong Results • 9/30/26

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Play Episode Listen Later Sep 30, 2026 3:56

Market Midday: Stocks Mixed as Jobs and Inflation Data Beat Forecasts • 9/30/26

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Play Episode Listen Later Sep 30, 2026 3:14

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Open: Stocks Mixed, Inflation slows, ADP Jobs Beat Expectations • 9/30/26

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Play Episode Listen Later Sep 30, 2026 3:51

Sunrise 5 a.m. (September 30, 2026)

Hawaii News Now

Play Episode Listen Later Sep 30, 2026 20:42

A fired tourism official wins a verdict for wrongful termination what this means for the governor's chief of staff. The cleanup begins at a collapsed Kaimuki restaurant that's been emitting a foul odor. How long it's expected to take. And, the annual "Hawaii Walk and Roll to Cure ALS" is happening this weekend! We'll tell you how you can get involved. See omnystudio.com/listener for privacy information.

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Spotlight Now (Sept. 29, 2026)

Hawaii News Now

Play Episode Listen Later Sep 30, 2026 53:19

Today's episode of Spotlight Now focuses on the recovery efforts and tourism impacts left in the wake of several severe weather events this hurricane season. Gov. Josh Green sits down to address Hawaiʻi’s ongoing recovery efforts. In today’s Community Spotlight segment, Aloha United Way President and CEO Michelle Bartell highlights vital relief programs, financial aid, and direct services currently available to storm victims. See omnystudio.com/listener for privacy information.

Stocks Were Green. Then the Pros Started Selling.

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

Play Episode Listen Later Sep 30, 2026 44:25

September 30, 2026 — Stocks spent much of the day higher before selling off sharply into the close. Zach Abraham explains why he pays particular attention to the final stretch of trading — when institutional activity becomes more dominant — and why today's reversal stood out against a backdrop of rapidly rising interest rates.Zach breaks down why the speed of the move in Treasury yields matters, why higher borrowing costs and energy prices remain a difficult combination for businesses, and why he remains cautious even while major stock indexes continue trading near their highs.He also discusses market breadth, Apple and the mega-cap trade, precious metals, energy and what he's watching as markets head into October.FREE LIVE WEBINAR — THE GAME PLANJoin Zach Abraham tomorrow, October 1 at 3:30 PM Pacific for The Game Plan — a free live webinar on inflation, interest rates, energy, AI spending and the market risks investors should be watching next.Register free at KnowYourRiskPodcast.comSchedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com

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Smart women invest: How to go from rich to wealthy with just $100: Nicole Ingham

Abundant + Aligned

Play Episode Listen Later Sep 30, 2026 71:43 Transcription Available

Self-made millionaire Nicole shares how she built a seven-figure portfolio that is projected to reach $19 million by 65, and how you can start building real wealth with as little as $100. Plus hear about Nicole's experience as a woman currently inside The Collective. In this episode, you'll learn:The first step to take before you invest a single dollarThe exact moves Nicole is making to potentially reach $19 million by 65 and set her children up to each have $12 million Stocks, real estate or crypto, and how to know which one is right for youThe cheat code that no typical investment advice would give youMore about Nicole InghamNicole Ingham took her net worth from 0 to over 7 figures in less than 7 years. After a successful career in tech and reaching coast FIRE she retired from corporate America and decided to teach other woman the strategy that got her to where she is. Personal finance today is missing the most important aspect of the person; their soul. Through her integrated approach of the wealth creation process she created, The Rooted Wealth System, she is able to not just teach rich women how to build wealth through intuitive investing in the stock market but increase their income by 5-6 figures.If you've been telling yourself you'll start investing "one day," this is the episode that makes today the day.Follow Nicole on Instagram @themillionairemomnextdoorBrowse Nicole'e services hereMentorship and Further Insights: Reserve your seat at La Maison: The new masterclass revealing the codes that transform a business into a luxury brand with high-end services that clients seek out. Book The Private Lounge: A 90 minute 1:1 meeting with Jess plus full access to La Maison 2027 EXPRESSIONS OF INTEREST: The Collective: A mentorship for women in business ready to expand into multi five figure and six figure months, attract premium clients and become known in the high-end space in their industry.Book the mini private 1:1 mentorship package here. Further Resources: Follow me on Instagram for the ongoing edit on building a high-end brand and living a premium life.

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EU Market Open: APAC stocks were ultimately mixed, with US-Iran showing little progress; European equity futures indicate a positive cash market open

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 30, 2026 2:23

US-Iran talks and efforts by mediators this week yielded little progress, raising the odds of renewed combat, while Qatar will continue efforts despite growing frustrations with both sides, according to Axios.An Iranian diplomatic source said Iran will only be ready to discuss the nuclear issue after the Strait of Hormuz issue is resolved and Washington lifts the blockade.APAC stocks were ultimately mixed; European equity futures indicate a positive cash market open.DXY took a breather after gaining yesterday; 10yr UST futures edged higher overnight following the prior day's steepening.Crude futures were constrained after sliding yesterday following several downside catalysts; Spot gold was little changed beneath the USD 4,200/oz level.Looking ahead, highlights include German Retail Sales (Aug), French CPI (Sep), German State/National CPI (Sep), Italian CPI (Sep), US PCE Price Index (Aug/Q2), GDP Final (Q2), Atlanta Fed GDP. Speakers include ECB's Elderson & Schnabel, Fed's Barkin, Cook, Goolsbee & Kashkari. Supply from Germany, US Treasury buyback announcement (10-20yr; liquidity support), Earnings from Micron, Accenture & McCormick.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks Mixed Amid Rising Yields, Oil Prices; HPE, Snowflake, Microsoft In Focus

Stock Market Today With IBD

Play Episode Listen Later Sep 30, 2026 20:07

Alexis Garcia and Ed Carson walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Bitcoin Meets AI Agents And Everything Changes | Tillman Holloway & Andrew Parish

The Pomp Podcast

Play Episode Listen Later Sep 29, 2026 49:45

Tillman Holloway and Andrew Parish are the co-founders of Arch Public. In this conversation, we break down how AI agents and bitcoin are converging, why bitcoin is the best collateral in the world, and what 24/7 markets will mean for investors. We also discuss bitcoin ETF flows, Wall Street's growing role in bitcoin, and why AI trading tools still need a human in control.=======================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! =======================Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP=======================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.=======================This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.=======================0:00 - Intro1:10 - AI agents, bitcoin & crypto as collateral4:18 - 24/7 markets are coming6:40 - Crypto tokens vs AI tokens12:20 - Trust & security with AI agents16:55 - Can AI trade for you 24/7?25:42 - Why people name their AI agents32:53 - Why bitcoin ignores macro headwinds36:16 - Bitcoin ETF flows & retail demand40:01 - Bitcoin price outlook & dip buying43:27 - Elon, X Money & the tech titans45:20 - Future of AI tools & Arch Public

Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class

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Play Episode Listen Later Sep 29, 2026 45:37

The bond market is repricing rapidly, with the 30-year Treasury yield topping 5.5% as investors abandon hopes of near-term rate cuts. This shift to a 'higher for longer' regime has massive implications for stocks, real estate, and retirement portfolios.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Franklin FTSE Brazil ETF (FLBR), Wall Street Analysts, Fidelity Real Estate Income Fund (FRIFX), Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class, iShares 0-3 Month Treasury Bond ETF (SGOV), iShares Ultra Short Duration Bond Active ETF (ICSH), Stock Market vs. Owning Rental Properties, Planet Fitness, Inc. (PLNT), Honeywell International Inc. (HON).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

The Lifemaxxing Trap: Why 72% of Americans Are Risking Their Financial Future

Play Episode Listen Later Sep 29, 2026 45:53

A new SoFi survey reveals that nearly three-quarters of Americans say they'd slow their financial progress to enjoy life today — a trend called 'lifemaxxing' that is reshaping how people think about saving and spending. We look at the real long-term cost of this mindset and what a balanced approach to enjoying today while building wealth actually looks like.Today's Stocks & Topics: Wheaton Precious Metals Corp. (WPM), Market Wrap, Rubrik, Inc. (RBRK), Thematic ETFs Are Back, RLI Corp. (RLI), The Lifemaxxing Trap: Why 72% of Americans Are Risking Their Financial Future, Fixed Annuities, Brown & Brown, Inc. (BRO), Vanguard Real Estate ETF (VNQ), Investor Protections.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

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Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26

CNBC's "Fast Money"

Play Episode Listen Later Sep 29, 2026 43:40

Stocks slightly lower as interest rates continue to rise, with consumer confidence dropping to its lowest level in more than a decade. The impact on equities, and where a top market strategist sees rates heading next. Plus, Muse to take a bite of Apple, Wall St. gets bullish on Netflix, and slowing down AI; what OpenAI CEO Sam Altman had to say about the pace of growth as calls for regulation around safety concerns continue to grow. 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.

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Can You Retire Early? With $475K at 42, You Need a Gap Plan - 601

Your Money, Your Wealth

Play Episode Listen Later Sep 29, 2026 41:04

Schedule a Free Financial Assessment with an experienced professional:https://bit.ly/YMYWassessCHow do you know if you're really on track to retire, especially if you're hoping to get out early? Fred and Wilma in Denver are 33 and 31, earning a small fortune, but sitting on nearly two million dollars in debt. Should they focus on paying it down faster or saving more? Jeremy, in Summerville, South Carolina, is 42 with a hefty military pension. Is that his green light to go all-in on stocks for the next 20 years? And finally, Saver and Spender in Saratoga Springs, New York are 41 and 42 and hoping an early exit. Can part-time work can carry them through their gap years? Joe Anderson, CFP® and Big Al Clopine, CPA spitball for all of them, today on Your Money, Your Wealth® podcast number 601. Free Financial Resources in This Episode: https://bit.ly/ymyw-601 (full show notes & episode transcript)Ultimate Investing Guide - free download:https://purefinancial.com/white-papers/the-ultimate-investing-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-ultimate-investing-guide&utm_content=ymyw-pod-ep601-description-whitepaperFinancial Blueprint - free, self-guided: https://purefinancial.com/white-papers/the-ultimate-investing-guide/?utm_source=captivate&utm_medium=podcast&utm_campaign=whitepaper-ultimate-investing-guide&utm_content=ymyw-pod-ep601-description-whitepaper$1M Retirement Savings: Is It Enough to Retire? - YMYW TV:https://purefinancial.com/ymyw/episodes/will-your-money-last-through-retirement/?utm_source=captivate&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep601-description-tv-s10e16REQUEST your Retirement Spitball Analysis:https://bit.ly/YMYWaskCDOWNLOAD more free guides:https://bit.ly/YMYWguidesCREAD financial blogs:https://bit.ly/YMYWblogCWATCH educational videos:https://bit.ly/YMYWvidsCSUBSCRIBE to the YMYW Newsletter:https://bit.ly/YMYWnewsletterCConnect With Us:Subscribe on YouTube and join the conversation in the comments:https://bit.ly/YMYW-YTSubscribe or follow YMYW in your favorite podcast app:https://lnk.to/ymywLeave your honest reviews and ratings in Apple Podcasts:https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254Chapters: 00:00 - Intro: This Week on the YMYW Podcast01:01 - $1.8M in Debt at 33: Pay It Down or Keep Investing? (Fred & Wilma, Denver, CO)17:07 - My $97K Military Pension: Can I Go 100% Stocks for 20 Years? (Jeremy, Summerville, SC)26:49 - Can We Bridge Ages 56 to 62 With Part-Time Work? (Saver & Spender, Saratoga Springs, NY)40:01 - Outro: Next Week on the YMYW Podcast41:03 - The Derails: The Flintstones, Project Hail Mary

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Rob Spivey: He Found Six Small Defense Stocks Positioned for the Coming Spending Spree

Stansberry Investor Hour

Play Episode Listen Later Sep 29, 2026 56:57

In this week's Stansberry Investor Hour, Dan welcomes Rob Spivey back to the show. Rob is the director of research at our corporate affiliate Altimetry. He and his team utilize their proprietary Uniform Accounting strategy to dig through the as-reported numbers in company reports to find their true value. Rob kicks things off by providing a deep dive into Altimetry's Defense Gold Rush webinar. In short, the Association of the United States Army ("AUSA") is hosting its annual confab in October. And it's not just the U.S. Army meeting up with the defense companies – other countries from around the world also attend with the goal of striking a deal with some of our nation's weapons manufacturers. So this is the best place to learn where the contracts are being made and where the money is flowing. But Rob says that it's not the big businesses you should be paying attention to, but the smaller ones. (0:00) Next, Rob explains why microcaps are some of the best businesses that provide growth opportunities. The majority of stocks in the S&P 500 and S&P 100 indexes were once microcaps, and if you can find a company that has the same potential and value, your investment could soar. But Rob understands why folks are cautious of microcaps – there are some bad apples out there. That's why he and Altimetry Chief Investment Officer Joel Litman created a "Do Not Buy" list of stocks that investors should avoid unless they make tremendous improvements. And Rob says that we haven't seen such a great opportunity in defense stocks since the 1980s. (19:25) Finally, Rob discusses the U.S. government's $40 trillion debt and why it's not as bad as people believe. The U.S.'s revenue is able to offset its debt, so it can afford to take on that amount. Additionally, Rob says that every American should want the government to run a reasonable deficit every year. That creates value for us as citizens by growing our economy. And Rob says that folks are mistaken for selling off the hyperscalers just because they've become net debtors. (34:03)

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Leaving California or New York? Critical Steps to Prevent Costly Audits and Tax Penalties