Podcasts about tech wreck

MRKT Matrix - Wednesday, February 4th S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC) Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg) Software Short Sellers Mint $24 Billion Profit as Stocks Tumble (Bloomberg) Nvidia CEO: Software Selloff ‘Most Illogical Thing in the World' (Bloomberg) AMD Shares Tumble. Here's Why Earnings Disappointed Investors. (WSJ) AMD's Lisa Su says demand for advanced chips is still accelerating, as stock plummets 16% (CNBC) Banks seek out new buyers for Oracle data centre loans (FT) Bitcoin-Led Crypto Rout Erases Nearly $500 Billion in a Week (Bloomberg) Eli Lilly's GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026 (CNBC) Job Growth Probably Cooled Last Month, ADP Data Suggests (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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 break down the top market headlines and bring you stock market trade ideas for Wednesday, February 4th. -- 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

Is the "Silver Rampage" the start of a massive new commodity super cycle? On this episode of The Futures Rundown, Mark Longo is joined by the newly minted VIX Crystal Ball Hall of Famer, Rich Excel, to break down one of the wildest weeks in commodity history. While the "Tech Wreck" pulls down equities, the metals are lighting up the tape with silver posting a massive 19% gain in a single week. We dive deep into why "price insensitive buyers" are driving spot prices higher and what it means for your trailing stops. Inside This Episode: 0:00 - Intro & The VIX Hall of Fame Induction 3:45 - Metals Dominance: Why Gold led and Silver is finally catching up with abandon. 7:15 - The Energy Flare-Up: WTI, Brent, and Heating Oil's 10%+ weekly surge. 11:00 - Silver Squeeze 2026: Are we looking at $100 Silver? Analyzing the 100+ IV. 16:30 - Ag Markets & The Breakfast Table: Why OJ and Cocoa are cratering while everything else pops. 21:10 - VIX Crystal Ball 2026: Rich Excel gives his official "Revolutionary" year-end prediction. 26:45 - Hogwarts for Traders: How the derivatives experts are positioned for Q1. Resources for Traders: Brought to you by Tastytrade: tastytrade.com/podcasts Join the Pro Team: TheOptionsInsider.com/Pro #FuturesTrading #SilverShortSqueeze #GoldPrice #Commodities #VIX #MacroInvesting #SilverPrice #EnergyFutures #Tastytrade #FuturesRundown

Dan Nathan is joined by seasoned analyst Steve Milunovich. Steve, who has a rich history as a sell-side analyst at Merrill Lynch and other institutions, discusses the various technological waves spanning from the centralized computing era of mainframes to the current generative AI boom. They dive deep into the historical context of tech market cycles, including the dot-com bubble and the rise of mobile, social, and cloud computing. Steve shares his insights on the role of major tech giants like Microsoft, Google, Apple, and Nvidia in these cycles and the challenges of identifying future market leaders. The episode also explores frameworks for investing in individual companies, highlighting key differentiation strategies and the evolving nature of tech ecosystems. Finally, Dan and Steve reflect on the entrepreneurial legacies of Steve Jobs and Elon Musk. References The Carlota Perez Framework (AVC) AI's $600B Question (Sequoia) Hamilton Helmer's 7 Powers —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Stocks dropping hard to kick off the week, as recession fears grip Wall Street. The sectors seeing the most pain, and what our traders need to see to believe the sell off is nearing an end. Plus Tech taking it on the chin, as the Nasdaq falls even farther into correction territory. What one top tech analyst sees in store for the Magnificent 7 names, and how much more turmoil the tech trade will endure.Fast Money Disclaimer

Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rally gains. Why one VC investor expects mor “chop” in the trade, and where he's putting his money to work.Fast Money Disclaimer

Consensus trades have been put to the sword. Expectations for higher rates, a stronger US dollar, crypto currencies to the moon and especially US tech stock outperformance have all floundered on the rocks of political uncertainty, rising fears of a US growth scare and worries over both overvaluation of stocks and future investment needs for AI and other drivers of the IT story. How many of these concerns are valid and which are worth looking through? Cayla Seder, a senior strategist from our team in the US, joins us to give her perspective on the equity market and whether tech in particular now represents a buying opportunity or if in fact this is the beginning stages of a bubble bursting.See omnystudio.com/listener for privacy information.

Broadcom (AVGO) got beat up ahead of the company's earnings after hours today. CFRA's Angelo Zino makes the case for an earnings recovery that can bandage weakness seen in other chip names. That includes Marvell (MRVL), even though the company saw a big sell-off following its report. Angelo still considers Nvidia (NVDA) the best name tied to the general A.I. play.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Feb 28, 2025 – Buckle up for a wild ride through today's markets with Jim Puplava and Mish Schneider! They dive into the tech wreck—Nvidia's earnings stunner that still tanked 6%—and ask: Is this a dip to buy or a sign of bigger trouble?...

Scott Wapner and the Investment Committee debate the tech wreck and how you should trade it. Plus, the committee making some major portfolio moves, they reveal them all. And later, the desk reacts to the fiery meeting at the White House today and what it means for stocks. Investment Committee Disclosures 

Our Top 3 VideosSmall caps, big healthTwo barbells of the marketMain course coming next? Hosted on Acast. See acast.com/privacy for more information.

Can the executive shakeup at OpenAI and a historic antitrust ruling against Google reshape the future of AI and tech innovation? Dive into this week's Reacts episode as Chris Saad and Amir Shevat explore these shifts and their ripple effects across the industry. Exodus at OpenAI: Unpacking the departures of top executives and their implications for AI development. Tech Market Volatility: Analyzing recent stock and crypto downturns—temporary blip or long-term trend? Google's Monopoly Ruling: Understanding the antitrust decision and what it means for startups and competitors. Join us for expert insights and in-depth analysis of these pivotal developments impacting the tech landscape. The Pact Honour The Startup Podcast Pact! If you have listened to TSP and gotten value from it, please: Follow, rate, and review us in your listening app Subscribe to the TSP Mailing List at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thestartuppodcast.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Secure your official TSP merchandise at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.tsp.show/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on YouTube at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@startup-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Give us a public shout-out on LinkedIn or anywhere you have a social media following. Key links The Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.vanta.com/tsp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get your question in for our next Q&A episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/NZzgNWVLiFmwvFA2A⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Startup Podcast website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tsp.show⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about Chris and Yaniv Work 1:1 with Chris: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://chrissaad.com/advisory/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Chris on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrissaad/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Yaniv on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/ybernstein/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Credits Editor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Content Strategist: Carolina Franco Intro Voice: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The rotation out of tech, especially chips, continued ahead of earnings from Microsoft and Advanced Micro Devices. The BoJ and Fed meetings loom, also raising uncertainty levels.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political 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.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.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.

Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September rate cut probability of at 100% - lets discuss. Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI's family of U.S. Indices, including the world's most followed stock market index, the S&P 500®. Howard has been with Standard & Poor's since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor's core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University.   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: (MSFT), (GOOGL), (AMZN), (SPY), (QQQ)

The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we're joined by VanEck's head of digital assets research who's making the case for $2.9M by 2050. And Wall Street's #1 homebuilding analyst is here with his view on the builders as new home sales hit the lowest level of the year.

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, July 24th Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

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My Saturday show highlighted the start of the rotation from tech stocks to the broader market, as exemplified in the trends in the NASDAQ and the Small Caps 2000. This trend has continued, and on Wednesday it went into overdrive as the world's largest technology companies got hammered as concern about tighter US restrictions on … Continue reading "Rotation To A “Tech-Wreck” Replay?"

https://garykaltbaum.com/

Stocks falling again after the Nasdaq's worst start to a year since 2016. Is weak economic data the culprit? We'll look at what's dragging the market lower. Plus, another cargo ship attacked in the Red Sea is leading investors to worry about retaliatory attacks and the fallout for energy prices and the global supply chain. And Microsoft is nearing Apple's market cap for the first time in a couple of decades. Is tech in trouble or is leadership just shifting? Nancy Tengler and Mark Mahaney weigh in.

Stocks kick off the year mostly in the red although the Dow did finish slightly higher.  Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stocks. And CNH Industrial CEO Scott Wine on the demand for agricultural equipment like tractors and how that could impact commodity prices. 

Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the"tech wreck" on Wall Street -- with Nasdaq in correction territory, Meta shares falling despite a Q3 beat andAlphabet extending its sharp post-earnings decline. The UAW and Ford reached a tentative agreementnearly six weeks after the union began walkouts against Detroit's "Big 3" automakers. The CEOs of  Southwest Airlines and ServiceNow joined the program to discuss their companies' respectivequarterly results. Also in focus: Q3 GDP at 4.9% growth, earnings winners and losers, Morgan Stanley selects Ted Pick to succeed James Gorman as CEO, Silver Lake explores taking Ari Emanuel's Endeavor private. Squawk on the Street Disclaimer

Here's what is happening in the markets today, Tuesday, August 22 Nasdaq Snaps 4-Day Losing Streak, Rallies Over 1.5% 10-Year Treasury Yield Hits 15-Year High of 4.34% AMC Craters 25% Ahead of Stock Conversion Nvidia (NVDA) Gains Ahead of “Critical” Earnings Wednesday ​Dick's Sporting Goods (DKS) Drops 20% After Earnings PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast.  And for more stock market news,  visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

Is the chase on?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                             Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                             Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                             The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Recent reports show that more than two-thirds of economists at 23 large financial institutions are predicting a U.S. recession.  In this week's episode of The TreppWire Podcast, we examine the negativity that has made its way to 2023, reviewing Fed minutes, more Tech firm issues, and our own CMBS delinquency rate rising in December 2022. It's not all bad news. Among news about firms downsizing, store closures, and layoffs, we find some positive stories for the retail and office sectors. Tune in now. Episode Notes: Economic Update: Fed minutes, recession, Tech Wreck (0:23) Downsizing at tech firms (4:55) Twitter cost cutting (8:28) Vote of confidence: UC BREIT (11:42) CMBS delinquency report (15:01) Office news (20:50) Green shoots in office (23:08) Crabgrass for office (28:00) Bed Bath & Beyond running out of cash (31:20) Layoffs & closures (34:50) Retail green shoots (37:45) Shoutouts (46:15) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

The GOP sent out a HILARIOUS tweet! Tech led the markets UP - where are they leading us now? Headlines from China has triggered PTSD lately. Should we be concerned, or are we just Paranoid? And Stone Clanton with Americans For Prosperity calls in.

The Nasdaq on a 4-day losing streak and now down 30% from highs. Scott Wapner and the Investment Committee debate what could stop tech's big slide. Plus, we're Grading your Trades! And, our chart of the day is a stock that's a big winner today, and this year.

California-based founder of ETF provider Ginsglobal, Anthony Ginsberg, makes some powerful points in this interview on the Tech Wreck and what lies ahead for Wall Street's fallen angels. Ginsberg, a South African now in Los Angeles, says smart American money is picking up shares in downtrodden tech companies, especially those with high exposure to exponentially growing sectors like the Cloud (think Amazon, Apple, Alphabet) and Cyber Security (think Cloudflare). He shares insights with Alec Hogg of BizNews on the US market's positive reaction to last week's inflation surprise; explains why Wall Street is happy about the Mid Term election results; and now that Donald Trump's bolt is shot, the prospect of a Ron de Santis-led, business-friendly US government in 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, we dive into the latest news surrounding the CPI print, cracks in the housing market, and the ‘Tech Wreck' that is dragging the markets down. In CRE, Research Director, Stephen Buschbom joins to talk through REIT earnings and student housing loan distress. We also provide recent negative multifamily and office stories. Tune in now. Episode Notes: • Economic news(0:26) • CPI numbers (11:02) • Impact of election on CRE (15:08) • Tech wreck (16:32) • REIT earnings: overview(19:20) • Office REITs (21:11) • Office news (27:43) • Crabgrass (32:23) • Multifamily price reset (39:30) • Student housing loan distress (42:44) • Shoutouts (46:41) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Twitter, Stripe and now Meta - the talk of job losses in the tech sector is rising every day. Just how dependent is Ireland on these massive brands and will the tech wreck ruin our economy? Host: Kevin Doyle. Guest: Adrian Weckler See omnystudio.com/listener for privacy information.

In this week's Money news in human words, I talked about the record inflation data that came through in Australia showing inflation at its highest pace since 1990, what that means with interest rates and the economy, as well as some of the commentaries from CBA suggesting change within the RBA, how they make decisions and how their board is composed. I dived deep into the current tech market route where companies like Meta have gone through their reporting season as well as a bunch of other big companies that have slammed as a result of poor performance and weaker outlooks, how long it might take for investors to recover the money that was lost through this current period of market decline. This episode is perfect for anyone who wants to understand what's underneath the headlines and what it means for your money.   Want to make smarter money moves and get ahead faster?    Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697   Learn more about Pivot Wealth: https://pivotwealth.com.au/   Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/   Check us out on socials:  TikTok: https://www.tiktok.com/@bentalksmoney   Instagram: https://www.instagram.com/pivotwealth/   Youtube: https://www.youtube.com/c/BenNashPivot   Facebook: https://www.facebook.com/pivotwealth/   Chat about how Pivot Wealth can help with your money: https://calendly.com/ben-nash-pivot/podcast-intro-chat    Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055 Comment end     

This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market? We then discuss Meta's pivot to the metaverse, wether this is a good long term bet and what is next for big tech? Finally, we discuss what is happening in the Bitcoin mining industry as some mining firms announced being unable to repay their creditors. To hear all the top stories of this week, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Meta stock slides on weak earnings. Microsoft posts lackluster cloud revenue. And Ford beats expectations, but dims long-term outlook. Host: Jackson Cantrell. $META, $MSFT, $F, $SNOW, $MDB Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street is reacting to another big rate hike from the Fed. It's going to hit every aspect of the economy, from debt, to housing and the markets. We've got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just one month. But does that mean it's time to buy? We'll debate. And, FedEx shocked the business world with its dire revenue warning. But now the company officially reports. Will it change the game? We'll explore.

The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop.

Today We're talking about a lot of nothing. Anx by nothing we mean shows, series, creative ruts, gloating, and whatever else! Come along for the ride!

Today on the podcast, we tackle 3 recession myths every JMO should know. As I write this post, I am flying from El Paso to Denver for a week-long trip through the Southwest US to meet with Junior Officers preparing for their transitions.  In my one-on-one meetings, officers are asking more questions about the economy. This makes sense with non-stop news about record inflation, the Fed raising interest rates to combat inflation (which will "cool" the economy), and a wildly fluctuating stock market.  The news pundits and some key business leaders are warning that the risk of a recession in the next 12 to 18 months is increasing. With 23 years of experience with Cameron-Brooks, I have experienced several significant events that sent our economy into a recession. These include the Tech Wreck and subsequent 9-11 attacks, the Great Recession of 2008 and 2009 and the Covid recession of 2020.  There have been some other slowdowns during my time, but those are the big ones.  My colleague and fellow Transition Coach, Rob Davis, has 22 years of business experience across the tech, building materials and military-to-business recruiting industries.  He has similar experiences. To help JMOs understand what we see happening in the market right now, where we think it might go, and what the past has taught us to expect, Rob wrote a Transition Guide: 3 Recession Myths Every Transitioning JMO Should Know. We also decided to record a podcast to expand on the Transition Guide and share our personal stories. Our goal with the podcast is to help you learn that a successful transition, even during a recession (if and when it comes), is possible.  Rob and I also explain why companies will continue to hire and how you can prepare. During the podcast, we tackle recession myths and discuss: Despite the economic uncertainty and fluctuating stock market, the job market remains strong due to the supply chain challenges caused by the pandemic, Baby Boomers continuing to retire, and dynamic changes from people changing careers during the pandemic.  Unemployment remains at historic lows - well below 4%.  That is the current situation, and it will take a seismic event, something like what Covid did to us in March of 2020, to drastically change it. IF we have a recession in the next 12 to 24 months, companies will continue to hire talent because they always need leaders and to build their leadership teams for the future.  How do we know that? Because during all of the other recessions, even the brutal ones, companies continued to recruit and hire. There will be a recession at some point.  That is why they call it an economic cycle.  Nobody can predict when they will occur, so it is impossible to time the market. Your best strategy is to pursue your goals and be well prepared.  Avoid "kicking the can" down the road. You won't need to settle for a second-tier company or position if you do transition in a down economy. Top-tier companies will recruit for their most important positions. Finally, you will learn how to recession-proof your transition strategy. If you're interested in learning more about why companies hire from Cameron-Brooks, contact us! You can also check out our Transition Guide on "3 Game-Changing Strategies for JMOs Making the Jump to Business" for additional transition tips. To stay connected, we'd recommend subscribing to our YouTube Channel and following us on LinkedIn.

Central banks around the world raising rates after the Fed's 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she's playing it and the names to add in a downturn.

What we called a Tech Wreck last week is now becoming a Retail Wreck, as Walmart, Target, and Ross Stores all delivered poor results this week. But are there still investing opportunities left in the consumer sector? Scott Mushkin of R5 Capital joins us to discuss which stocks he's buying and which ones he's avoiding in this negative macro environment. Plus, how broken is the market, if at all? Tim Quast of Modern IR joins us break down the three problems with market mechanics that compound volatility. And, with the S&P 500 inching closer to a bear market following another volatile week, investor sentiment seems to be the primary driver of the market. Robert Teeter of Silvercrest Asset Management and Lindsey Bell of Ally Invest give us their takes on if a recession is in store.

Episode #64: Tech Wreck Over the last few weeks, we've experienced perhaps the most significant market decline of 2022, and many investors see nothing but a bleak outlook ahead. Tech stocks, in particular, have taken a beating. However, analyzing statistics about drawdowns and looking to history as a guide is helpful in understanding why it's happening - and why there's still a great probability for positive returns in 2022. Want more Flourish Insights with Jay Pluimer? Check out our Insights blog at https://www.flourishinsights.com. Like what you hear? Please write a review of this podcast on Apple Podcasts or Alexa EPISODE TRANSCRIPT Hi everyone, Jay Pluimer here with Flourish Insights. As the Director of Investments at Flourish Wealth Management, I take pride in providing our clients, colleagues, and friends with resources and information that can help them make strategic and effective choices regarding their investments. If you've been enjoying the show, be sure to subscribe on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts, so you'll never miss an episode. Today, we're talking about the ongoing Tech Wreck. In direct contrast to the most recent episode of Flourish Insights about Silver Linings, the stock market has been experiencing another steep decline over the past couple of weeks. This is the third time we've experienced a dip in the markets during 2022, and so far it seems to be the most aggressive with a couple of days when the S&P 500 Index dropped by over 2%. Small Cap Growth and Large Cap Technology stocks have been hit even harder and are both in Bear Market territory, meaning they have lost over 20% so far this year. Although it seems like the S&P 500 has done as bad or worse this year, Large Cap Stocks are down around 15% so far this year. An important statistic during periods when stock prices are dropping is that the market spends about one-third of the time in drawdown. Drawdowns have happened in 33 of the 96 years that we have market data. The drawdown actually has two components – the decline and the recovery. The decline is what we are in right now when the market is falling and nobody seems to know how long it will last or how low the market will go. Bear markets have historically lasted a little over a year with a total loss of around 33%. However, at some point the downward slide ends and the recovery stage begins until the market reaches the pre-downturn level. It might help to know that the average annual market drop over the past 40 years is 14%. The market is down at some point during the year 100% of the time but has a positive return 75% of the time. That means that our current loss of 15% is pretty average based on market activity over the past 40 years, and that there is still a 75% chance of a positive return in 2022. But let's talk about why the market downturn this year feels so bleak. The barrage of negative headlines about inflation, rising food prices, the War in Ukraine, and pain at the pump is a lot to bear for investors. Add in worries about a recession from aggressive Federal Reserve interest rate hikes and it's not a surprise that investors are questioning why they should stay in the market. (By the way, people definitely should stay in the market or they will lock in the year-to-date losses and miss out on the eventual recovery.) The hardest hit part of the market so far has been Large Cap Technology and Communications stocks. These companies make up the majority of the NASDAQ Composite which is down about 26% this year. It's a grim part of the market with 4,700 stocks where 61% of those stocks are down more than 20%, 43% of the stocks are down more than 40%, and 29% are down over 60%. Some of the notable losers this year include companies that had benefited from the COVID economy, including Zoom, Netflix, and Shopify, all of which are down over 70% this year. There are a few reasons why companies in the NASDAQ Composite are taking the biggest hits from the correction. The first reason is valuation, meaning the stock prices for these companies had been very high after 3 consecutive years of big gains. Stock price estimates are based in part on calculations that use the discount rate, which has been basically zero for the past couple of years but is on the way up with every Fed rate hike. Another hit from higher interest rates is the significant amount of bond debt that these companies have taken on over the past few years, initially issuing record levels of new bond debt to capitalize on the zero interest rate environment but now paying the price for that debt as interest rates spike. Technology and Communications companies represent over 60% of the NASDAQ Composite compared to 35% of the S&P 500 Index. These companies have been driving stock market returns for the past 10+ years, generating between 20% and 40% of the returns in a given year. For example, the so-called FAANG stocks of Facebook, Apple, Amazon, Netflix, and Google have returned over 40% per year for the past 5 years while representing almost 25% of the S&P 500 Index and 40% of the NASDAQ. Those stocks are down between 14% (Apple) and 72% (Netflix) so far this year, leading the way for the Tech Wreck we are experiencing at the moment. It's hard to know what's next at this point. Historical evidence shows that we could be close to the bottom of the market dip or at the halfway point of a larger decline. One thing I can be sure of is that companies like Netflix and Peloton still have millions of subscribers and continue to grow, just not at the astronomic rates experienced in 2020. Zoom is here to stay as an important office resource and most of the restaurants I've visited over the past year use point of sale technology from Square. I can't fully explain why each of those stocks have dropped over 60% this year, but they are good businesses with real revenues and attractive growth opportunities, so my expectation is that investors will start to buy those stocks again at some point. The same can be said for most of the stocks that have been beaten up during the Tech Wreck. This is definitely NOT a repeat of the year 2000 when companies like Pets.com, Global Crossing, and Palm went out of business in the blink of an eye. Although I doubt we have seen the bottom of the Tech Wreck, history shows that these companies will experience a recovery at some point on their way to setting new record highs. Hopefully that turning point will happen sooner rather than later. If you enjoyed this episode, please take a moment to rate and review us on Apple Podcasts so that more investors like you can find the show. And don't forget to check out Flourish Wealth Management's other podcast, Flourish Financially with Kathy Longo, available on all your favorite podcast providers. Thanks for listening, and don't forget to stay focused and think long-term. Send us your feedback online: https://pinecast.com/feedback/flourish-insights/0df6b57d-7d90-4bcd-b1cb-32558c8d40b7

Fast Money traders look under the hood at the crumbling tech trades. Are these names buying opportunities?

It's a new month, and investors are hoping a new start to a new market too. We'll speak with an expert who insists we're near the end of this selloff, and will explain why. Plus, we'll highlight the “6 Pillars of Tech,” from software to 5G wireless. We'll look at the ‘least bad' names amid the wreckage and tell you how to trade them here. And, we're just 48 hours away from a historic Fed decision. Everyone is expecting a half point hike, but David Zervos will explain why the Fed can't afford to be complacent.

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: - Carnage across the tech space - Microsoft and Alphabet earnings on tap - Deutsche Bank's recession warnings - The U.S. dollar ripping  - Fidelity allowing retirement savers to put bitcoin in 401Ks See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: - Carnage across the tech space - Microsoft and Alphabet earnings on tap - Deutsche Bank's recession warnings - The U.S. dollar ripping  - Fidelity allowing retirement savers to put bitcoin in 401Ks See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal Subscribe to our YouTube page

Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector.

On this episode of MKT Call Guy and Dan discuss:  Growing calls for a recession  Big tech stocks getting wrecked Big bank earnings next week Special guest: John Butters, Senior Earnings Analyst at FactSet ---- Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange. Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal Watch all of our videos on YouTube

Interesting times in the world bring interesting guests to the show. And, there's no better time than now to sit down with a global finance correspondent, especially with the U.S. unleashing their USD financial war against Russia. Robin Wigglesworth, a Financial Times journalist, joins us all the way from Oslo, Norway, for a captivating chat about his home country, the current turmoil between Ukraine and Russia and its impacts worldwide, and why there isn't more of an uproar over the current “tech wreck”. We also flip the script and talk to Robin about his many fascinating interviews, from industry icons like Larry Fink, Cliff Asness, and Jack Bogle, to the infamous bet between Warren Buffet and Ted Seides, and uncovering the inside scoop from his latest book, Trillions: How a Band of Wall Street Renegades Invented the Index Fund and changed Finance Forever. Plus, we take a deep dive into the massive growth in passive investing indices (3 million to be exact), ETFs, and more! Chapters: 00:00-01:28 = Intro 01:29-06:32 = Norway 06:33-20:25 = Death of the Dollar? & the Oligarch Class 20:26-30:41 = Tech Wreck & Artificial Smoothness 30:42-43:52 = Memorable Interviews, Industry reporting & a $1.5 Trillion Sovereign Wealth Fund 43:53-53:41 = Trillions: a Chicago angle, and why Credit ETFs held up ok 53:42-01:11:14 = Trillions: Jack Bogle & Active vs Passive is BS 01:11:15-01:21:16 = Trillions: What the future looks like/ the Big get Bigger Follow Robin on Twitter @RobinWigg and check out his latest book Trillions at robinwigglesworth.com Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

Oil prices are still hovering around $120 as Biden announced a ban on imports of Russian oil. We speak with the head for Energy at the U.S. State Department about producing American LNG to counteract the supply issues, as well as with former Exxon Arabian Gulf President Jerry Bailey about how the U.S. can restore energy independence. We also take a look at the recent Tech Wreck with Paul Meeks of the Wireless Fund.

What does the UK's cheapest ever mortgage tell us about the housing market? Is Nigel Farage surprised about the tech stock selloff?Is no stock safe from woke warriors? Find out in this video. Want to hear more from Nigel and the Fortune and Freedom team? Visit https://fortuneandfreedom.com/

Jeremy Britton started his first financial planning business in 1992, and went on to create several more businesses over the next few years. Along the way, he studied financial patterns like a Vegas card-counter, and always seemed to know what was coming next. Jeremy predicted the 1999 "Tech Wreck", the 9/11/2001 crash and his first best-selling book predicted the 2008 Global Financial Crisis a full two years early. He was an early adopter of Bitcoin and cryptocurrencies, co-founding the world's first diversified crypto fund, Bostoncoin, in 2016. In September 2019, Jeremy predicted a market crash, money printing and hyperinflation, six months before the pandemic occurred. His advice at the time was to exit cash and invest into scarce commodities such as land, gold, silver and Bitcoin. The Bostoncoin portfolio has outperformed Bitcoin for several years in a row, with less volatility, returning over 577% to investors in the past twelve months.  Jeremy insights include:   What led Jeremy to financial planning The mistakes clients make Why you need to be careful with cryptocurrenecy scams How his company avoids cryptocurrency scams Why you should invest where you spend How Facebook has created the most challenges  Enjoy the show! Connect with Jeremy: Twitter: https://twitter.com/TradingBostonFacebook: https://facebook.com/bostontradingLinkedIn: https://www.linkedin.com/company/boston-trading-co Connect with Gary: Website: https://sbadvisors.cc/Facebook: https://www.facebook.com/SmallBusinessAdvisorsLinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices