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On this week's Spectator Out Loud: Petroc Trelawny reads his diary for the week (1:14); Gareth Roberts wants us to make book jackets nasty again (6:22); Tom Lee writes in defence of benzodiazepines (13:44); Leyla Sanai reflects on unethical practices within psychiatry, as she reviews Jon Stock's The Sleep Room (19:41); and, Iram Ramzan provides her notes on cousin marriages (24:30). Produced and presented by Patrick Gibbons.
SEASON 3 EPISODE 117: COUNTDOWN WITH KEITH OLBERMANN A-Block (1:45) SPECIAL COMMENT: Trump has already LOST the tariff wars he finally claimed he paused yesterday (without really pausing). Already. Took him only eight days. From Liberation Day to a day when in any other war, literal or figurative, he would have been deposed - 8 days. And never mind how much YOU AND I think he’s crazy; a high-priced adviser to macro fund managers says “a few have quietly wondered if the president might be insane." And after Wall Street came off the ledge and got back to where it was Monday – only, what, seven trillion lost – he declared victory. “Up 2500 points. Nobody has ever heard of it. Gotta be a record.” Because he can’t admit he made a mistake; his head would fall off. His approval numbers have cratered. He’s underwater by an AVERAGE of six points. LAST Wednesday it was an average of TWO points. Since the election he’s lost 20 points among those over age 65; he’s lost 50 points among those under age 30. And he still raised the tariffs on the Chinese again – to 125 percent – because he’s mad at them. Because they of course are winning. Because the Chinese are not negotiating; the Chinese are as they have been for centuries, waiting for their opponents to DIE. The Chinese are apparently dumping our 10-Year Treasuries, driving up our debt. And they’ve opened trading partnership negotiations with the head of the European Union. And for all the claims about pausing the tariffs, a universal TEN percent tariff will be maintained. He didn't pause anything. He simply lost everything. B-Block (27:10) THE WORST PERSONS IN THE WORLD: Joe Manchin writes a book celebrating his middle of the road bona fides. The cover photo shows only the right half of his face, naturally. Marjorie Stupid Greene reveals she does not know what the word "Merch" means. And the president of the hockey writers' association, a bonehead named Frank Seravalli, not only defends Wayne Gretzky's attacks on Canada but his bringing FBI Director and Election Denier Kash Patel to the Ovechkin game - and calls CRITICISM of those decisions "political BS." Instead of, maybe, calling out Gretzky for BRINGING political BS into a moment of sports history. C-Block (49:15) THINGS I PROMISED NOT TO TELL: She's still at it. Even as Trump's boasts of pausing the tariffs while INCREASING them on China and maintaining them on everybody else, Laura Ingraham is still carrying his water for him. It's time for me to review my dates with her last century, and the extraordinary revelation she made during the first of them about the then-nascent Republican-Media Industrial Complex.See omnystudio.com/listener for privacy information.
Stocks record one of the best sessions on record after President Trump announced a 90-day tariffs pause on some countries. Our Eamon Javers gives the latest developments out of the White House and Trump's policy stance. Dan Niles of Niles Investment Management talks the market surge and where tech fits in. More market reaction with Fundstrat's Tom Lee and Calamos Investments CEO John Koudounison if you can trust the rally. Our Steve Kovach on Apple's best day since 1998 and what keeping tariffs on China means for production. Barbara Doran of BD8 Capital Partners and Drew Pettit of Citi Research joined for a market panel, plus insight from former Kansas City Fed President Thomas Hoenig on how the central bank should navigate current volatility. Atlassian CEO Mike Cannon-Brookes wrapped up the show with a conversation on managing risk in a turbulent environment.
This week's Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strong—even ticking up. The team explores whether we're witnessing the early stages of a true decoupling, as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoin's resilience.They also dive into Trump's new tariff strategy, branded “Liberation Day,” raising questions about trade math, inflation, and how tariffs could play into broader economic negotiations. While some call the plan misguided, the crew sees it as a blunt but intentional negotiation tactic—one that may pair with interest rate cuts to boost markets before the midterms.The show also calls out Galaxy Digital's shady Terra Luna dealings, with Novogratz dumping $100M worth of Luna while publicly promoting it. It's a clear reminder of why Swan stays Bitcoin only—to protect investors from altcoin pump-and-dumps.On Jack Dorsey's claim that Bitcoin will “fail” if it doesn't become a medium of exchange, the team pushes back. Bitcoin is following a natural monetary evolution: first a collectible, then a store of value, and eventually, a medium of exchange—driven not by consumers, but businesses who want to be paid in Bitcoin.Finally, they react to Tom Lee's $150K BTC prediction by year-end. Some see it as a floor, not a ceiling—especially if the U.S. adopts the Bitcoin Strategic Reserve Act. Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
It's officially a bear market now. I sold quite a bit yesterday. Here's what and why I sold - HAVE A PLAN. PLUS here is what I sold and a look at the Core PortfolioGet the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. A letter to investors from analysts - it's BAD2. VIX continues to spike 3. My spaces episode with Tom Lee and Dan Niles4. Dan's take on Apple, NViDIA and META5. China strikes back - official trade war now - NOBODY WINS6. My stocks I sold 7. Market sentiment 8. Tik Tok Sale9. Stocks that were winners - FIND THEM 10. The Core Portfolio 11. 3 reasons I'm selling and what I'm buying to protect my money12. A great use of ChatGPT to create an active trading system 13. Why I like AMZN 14. $SPOT is a good tariff proof investment TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
Will today's tariff announcement clear the way for stocks to move higher or only underscore why they've been falling? We discuss with The Wharton School's Professor Jeremy Siegel, Solus' Dan Greenahus and Fundstrat's Tom Lee.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Wall Street's got everyone guessing—but what if the next 48 hours actually do define your financial future?In this high-energy, straight-talking market breakdown, we react to Tom Lee's latest bold prediction: that April 2nd could be the ignition point for a massive V-shaped rally. Forget the doom-and-gloom headlines. Tom Lee says clarity is coming, and with it, a shift that could send markets surging higher.We're diving deep into:➡️ Why April 2nd is Tom Lee's “Liberation Day”➡️ What he says about tariffs, policy shifts, and political catalysts➡️ How hedge fund exposure, cash levels, and margin debt tell a different story than the media➡️ Which “Magic 7” tech stocks (like Tesla, Apple, Nvidia) might lead the chargeBut this isn't just a hype video. We also unpack why you shouldn't just follow the crowd or chase headlines. Using tools like OVTLYR, the fear & greed index, and real technical analysis, we show you how to trade smarter, manage risk, and spot real opportunities—whether the market's rising or falling.You'll learn how we use our 10-20-50 moving average system, interpret market breadth, and evaluate order blocks to make data-driven decisions in volatile conditions. Plus, we walk through:
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Wall Street can feel like a rollercoaster — wild, confusing, and downright ruthless. One moment you're on top, the next you're wondering what just happened. In this video, we're diving deep into why most traders get wrecked and how you can flip the script and start winning. No fluff, no fake hype — just real market talk, strategy, and some tough truths about trading psychology.You'll learn why "buying the dip" might be the worst advice in a bear market, how to read the market like a pro using trend confirmation tools (like the 10/20/50 EMAs), and why only price pays. We're talking actionable insights based on over two years of backtested trades — not some generic YouTube hype telling you to go all-in on the next hot stock.We also unpack why holding cash is a legitimate trade, the power of the Master Key trading system, and how to avoid FOMO-driven mistakes. If you've ever been stuck in a losing position hoping it'll turn around, this is the reset you need. This isn't just technical analysis — it's about emotional discipline, risk management, and understanding the market from a higher level.Plus, we'll break down stocks like Tesla, AMD, and Nvidia with our outlier momentum strategy. You'll see how the fear and greed heatmap tells you when to act — not just what to buy. Forget the "buy this stock and never work again" promises. We're here to help you spot the real turning points before they become obvious to everyone else.If you're tired of playing guessing games with your portfolio and want a smarter, data-driven way to approach trading — you're in the right place. Whether you're swing trading, investing long-term, or sitting on cash waiting for your moment, this episode has something powerful for you.Topics Covered:➡️ The truth about trend trading using 10/20/50 EMAs➡️ Why paper hands save portfolios➡️ How to use fear and greed as buy/sell signals➡️ The Master Key trading framework explained➡️ Market breadth, sector momentum, and how they work together➡️ Real-time analysis of Tesla, Nvidia, AMD, and more➡️ Why sitting in cash isn't weak — it's strategic➡️ The myth of “buying every dip”If you're ready to stop losing and start playing the market like an outlier, hit that subscribe button and join the movement. We're not here to predict the market. We're here to read it — and react with precision!
#bitcoin #btc #etf Esto te puede interesar si quieres cambiar tu vida: - Enlace Programa de Acompañamiento 12+1: https://www.cryptomercadosypymes.com/landing-vende-en-el-momento-adecuado/ - Enlace para suscribirte a la Newsletter de Crypto Mercados y Pymes: https://www.cryptomercadosypymes.com/ - Enlace para suscribirte a la Newsletter de PERITAJES TIC en la que vas a encontrar casos judiciales reales en los que un peritaje digital hace ganar el caso. Cuando lo leas te darás cuenta de que la realidad supera a la ficción: https://peritajestic.com/ - Escríbeme a este mail si la suscripción a la newsletter o la Masterclass te da problemas: cryptomercadosypymes@gmail.com *********************************************************************** Conviértete en miembro de este canal para disfrutar de videos solo disponibles para miembros: https://www.youtube.com/channel/UC4DBbWZ3S16HxxgCLI5saAA/join *********************************************************************** Enlace de afiliación a la web de la billetera fría Ledger: https://shop.ledger.com/?r=96c89dbd786b *********************************************************************** Y este enlace de Amazon a varios libros muy recomendables: 1. "La filosofía de Bitcoin" de Álvaro D. María: https://amzn.to/3KiB5EE 2. ·"Imbatible. La fórmula para alcanzar la libertad financiera" de Tony Robbins: https://amzn.to/3yA003K 3. "Ten peor coche que tu vecino" de Luis Pita: https://amzn.to/3R2nQeR 4. "El sutil arte de que (casi todo) te importe una mi@rda" de Mark Manson : https://amzn.to/45aE4HZ 5. "La psicología del dinero. Cómo piensan los ricos". Morgan Housel: https://amzn.to/3WYj7Pi 6. "La medusa inmortal. Todo lo que hay que saber para vivir más años" de Nicklas Brendborg: https://amzn.to/4aDktSB 7. "El futuro de la humanidad". Michiu Kaku: https://amzn.to/3ysIPB2 *********************************************************************** Disclaimer: este video y su contenido son solo para fines informativos y no constituyen una oferta de venta o intercambio, una solicitud de compra o recomendación de ningún valor, criptomoneda o producto relacionado, ni constituye una oferta para proporcionar inversión asesoramiento u otros servicios relacionados por parte de Crypto Mercados y Pymes. Crypto Mercados y Pymes puede tener una inversión financiera con las criptomonedas discutidas en este video. Al preparar este video, NO se han tenido en cuenta las necesidades financieras o de inversión individuales del espectador ni se ofrece ningún consejo financiero o de inversión. Todas las opiniones expresadas en este video se prepararon en función de la información disponible en el momento en que se escribieron y/o publicaron dichas opiniones. Información modificada o adicional podría hacer que tales opiniones cambien. *********************************************************************** Crypto Mercados y Pymes, el mejor canal online sobre mercados financieros y criptomonedas: #bitcoin #cryptocurrency #news #btc #ethereum #eth #cryptocurrency #litecoin #altcoin #altcoins #forex #money #best #trading #bitcoinmining #invest #trader #cryptocurrencies #top #investing #entrepreneur #business #success #investment #finance #motivation #coinbase #stocks #wallstreet #investor #wealth #bullish #bearish #cryptolive #altcoindaily *********************************************************************** cryptocurrency, crypto, altcoin, altcoin daily, news, best investment, top altcoins, las mejores altcoins, ripple, la mejor inversion en cripto, best crypto investment, ethereum, xrp, crash, bottom, suelo, crash, price, precio, predicción, prediction, podcast, interview, entrevista,finanzas,finance, stock, investment, inversión, too late, demasiado tarde, bitcoin, cryptocurrency news, noticias de criptomonedas, bitcoin news, noticias de bitcoin, cryptocurrency news media online, noticias de criptomonedas online, defi, finanzas descentralizadas, ¿debería comprar bitcoin?, ¿debería comprar Ethereum?, bitcoin una buena inversión, la mejor inversión cripto, ethereum una buena inversión, ethereum a good investment, best crypto investments, predicción 2025, 2025 prediction, nfts, los mejores ntfs, best nfts, ¿debería comprar cardano?, should I buy cardano?, coin bureau, binance, coinbase, coffeezilla, predicción 2026, 2026 prediction, trump, etfs, bitcoin etf, etfs de bitcoin, dominancia de bitcoin
It's Friday so there's a lot to cover from Tom Lee calling for a rally next week all the way down to FREE screeners including 1 that I built that chooses stocks that legendary investor Peter Lynch would invest in. Get the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. Inflation 2. Coreweave IPO - trade it 3. If there's a recession coming - here are 10 dividend growth stocks 4. GLP 1 - is it time for a Novo bounce? $LLY is my pick 5. AI taking over Google search6. META throwback - good or bad? 7. GPUS are melting - boom for NVIDIA? 8. Applovin - short report - time to buy? 9. Broadcomm ($AVGO) - where is it going? 10. China has a new Mag 7 11. Tesla could double from here12. Amazon going full AI? 13. $HOOD vs. $SOFI 14. Tom Lee's prediction15. Peter Lynch Screener TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
Fundstrat's Tom Lee joins us with the four positive signs he sees in the market this week. Plus, Tesla is becoming the new political football in Washington, and now even the White House is stepping in to support it. And Robinhood is getting on the action ahead of the NCAA Tournament.
- Markets still unsettled - Retail spending down - another bankruptcy (but who they blame?) - Consumer frayed A New Closest to The Pin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Markets still unsettled - Retail spending down - another bankruptcy (but who they blame?) - Consumer frayed - Announcement #1 Closest to the Pin is a good one... - Announcement # 2 New DH Shirts - attention collectors... - March madness - BBall and Markets Markets -Worst month since 2023 - and it is not over - USD is dropping - loss of confidence - Gold - keeps shining - wow what a run! - Revenge of the Dems on Markets? Tesla stock pummeled...(We initiated a new position on this drop - today) - US Stocks - where is the money going? Attention Collectors! - The New DHUnplugged shirts are finally here! We are going to sell only 6 - the donations received by this Friday - March 21 above $250 will get a shirt - Nice white swim/light long sleeve. (The rest are reserved for winners and special occasions) - We will also have the #1 as the first shirt ever out to the public for $1,000. - Put your address and size in the comments Consumer Confidence - The preliminary University of Michigan Index of Consumer Sentiment for March experienced a significant drop, falling to 57.9 compared to the Briefing.com consensus of 65.6 and the final reading of 64.7 in February. This marked the third consecutive decline in consumer sentiment. --- A year ago during the same period, the index stood notably higher at 79.4. - Several key factors contributed to this decline. -- The Current Economic Conditions Index decreased from 65.7 to 63.5, down from 82.5 a year earlier. -- Similarly, the Index of Consumer Expectations saw a sharp drop from 64.0 to 54.2, compared to 77.4 a year ago. -- Inflation expectations also played a significant role, with year-ahead inflation expectations climbing from 4.3% to 4.9%, marking the highest level since November 2022. --- Additionally, long-run inflation expectations increased from 3.5% to 3.9%, the largest month-over-month rise since 1993. !--The overarching takeaway from the report was that the decline in sentiment affected various demographic groups across age, income, wealth, political affiliations, and geographic regions, with inflation concerns and policy uncertainty emerging as critical factors behind the drop. Consumer Confidence Private Equity - Time Bomb Twitter post? - Yes, agree PE is getting too mainstream and not a good amount of liquidity - not right for most investors - Is it the next bomb waiting to happen? HANG ON!!!!!!!!!!!!!!!!!!! - Jeremy Siegel is sayibg market could go lower (Tom Lee !!!! We need you!!!!) - Speaking on current market conditions, Siegel pointed to several risk factors that could push stocks lower in the near term. Key concerns include persistently high inflation, Federal Reserve policy decisions, and growing fears of an economic slowdown. While markets have shown resilience in recent months, he believes investors may be overly optimistic about the trajectory of interest rates and economic growth. - “The market has priced in a near-perfect landing,” Siegel said, referencing investor expectations that the Fed will successfully bring inflation down without triggering a recession. - However, he warns that there are still significant headwinds that could derail this outlook. Retail - Forever 21 filed for bankruptcy protection for the second time in six years on Sunday and blamed fast-fashion e-tailers Shein and Temu for its demise. - The retailer's operating company is expected to cease all operations in the U.S. and has already begun liquidation sales at its mor...
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Retail traders are making a huge mistake—again. The market is shifting, and if you're not paying attention, you could be the one left holding the bag. In this video, we break down what's really happening, why traders are FOMO-ing into the wrong moves, and the key signals that actually matter.Sentiment is at an extreme, and history shows what happens next. With order blocks forming, market breadth shifting, and fear reaching new highs, the next move could catch traders completely off guard. The question is: Will you be ready?Here's what you'll learn in today's session:✔ Why traders are loading up on puts at the worst possible time✔ The critical mistake most investors make in corrections✔ How to read market breadth like a pro and get ahead of the next move✔ The importance of knowing EXACTLY when to exit your trades✔ How to avoid the emotional traps that destroy portfolios
This week on Market Mondays, we covered key topics shaping the market right now. We discussed the state of the market, where it's headed, and Ian's process for predicting prices. We also tackled whether a recession is coming, what to do with stock options, and the latest insights on Bitcoin and altcoins.We broke down Tom Lee's stance on buying stocks, the potential bottom of the market, and whether it's time to bunker down. Plus, we explored the impact of Nasdaq's 24-hour trading, the best companies to start trading with, and opportunities in solar energy.For those looking for investment opportunities, we analyzed whether MicroStrategy is still a good buy, the top stocks to buy right now, and gave crucial advice for new traders.Don't miss out on this in-depth breakdown of the market!Link to 48 Hour Stock Club Sale: https://ianinvest.com #MarketMondays #Investing #StockMarket #Bitcoin #Altcoins #Recession #StockOptions #Trading #SolarEnergy #Crypto #Finance #MicroStrategy #TopStocksTime Stamps: • 6:42 – Top investing quote / State of the market • 16:12 – Where is the market headed • 23:00 – Ian's process for predicting market prices • 33:00 – Is a recession coming? • 45:22 – What to do with stock options • 49:55 – Bitcoin • 1:00:00 – Where is the bottom? • 1:01:00 – Tom Lee says now is the time to buy stocks • 1:02:50 – Time to bunker down? • 1:06:00 – Nasdaq trading 24 hours • 1:14:50 – What company to start trading with • 1:18:30 – Solar energy • 1:38:00 – Altcoins vs. Bitcoin • 1:41:00 – Is MicroStrategy still a good buy? • 1:50:00 – Advice for new traders • 1:55:00 – Top stocks to buy nowOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat's Tom Lee broke down why he thinks stocks are massively oversold here, and Citi's Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers Squawk on the Street Disclaimer
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla's crash, Tom's “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: http://fundstrat.com/tom Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Is this dip the golden opportunity everyone is missing? Tom Lee, the mastermind behind Fundstrat, just made a bold market prediction that could change everything. He claims that despite all the doom and gloom, the next 90 days could be the launchpad for the next wave of millionaires.But is he right?In this video, we break down his explosive call, fact-check the analysis, and debunk the dangerous “buy the dip” mentality. The market is full of fake gurus screaming that it's time to buy, but here's the truth—if you're jumping in without understanding the trend, you're playing with fire.
In association with Betfred and Gambling.com, the team are back and instead of a weekend preview, our team take a look at day 3 & 4 of the Cheltenham Festival! Offering up some sage advice is our team of Barry Doyle, Darren Hughes and Paddy Aspell, all excellently captained by the superb Tom Lee!
Where are stocks likely to go from here? We discuss with Trivariate's Adam Parker and Fundstrat's Tom Lee. Plus, Sycamore Tree's Mark Okada tells us how he is navigating all the market volatility and economic uncertainty. And, Richard Saperstein from Treasury Partners makes the case for two sectors that have been beaten down this week.
Eric Semler, chairman of Semler Scientific, shares his journey from being an investor in technology and media to adopting a Bitcoin treasury strategy for his company. He discusses the origins of Semler Scientific, the challenges faced in the healthcare sector, and how he became convinced of Bitcoin's potential as a store of value. Eric elaborates on the transition from personal conviction in Bitcoin to implementing a corporate strategy, navigating regulatory hurdles, and the evolution of Bitcoin treasury strategies. He also addresses the concept of zombie companies and their potential to benefit from adopting Bitcoin as part of their financial strategy. The strategic timing for deploying Bitcoin in business operations, the high hurdle rate associated with Bitcoin investments, and the evolving landscape of Bitcoin treasury companies are few of the other aspects discussed in depth. Takeaways
Cryptocurrency derivatives traders suffered more than $1 billion in liquidations in the past 24 hours as fears of a looming trade war sent markets tumbling. Treasury Secretary Scott Bessent said Tuesday the White House is determined to bring down interest rates, and investors are listening.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:22 Sponsor iTrust Capital00:40 Tariffs now live01:27 Dumbest trade war01:55 Justin Trudeau02:38 Honda moving to Indiana03:12 Target CEO - Likely prices increase in the next few days05:14 Bitcoin no longer safe haven06:30 CNBC: Will the fed react?07:53 Trueflation & Polymarket09:21 Scott Bessent: Cutting taxes10:46 Chamath on the economy14:00 Tom Lee on What's happening16:00 Trump ends Ukraine War?17:21 John Deaton on XRP Reserve19:50 Outro#crypto #bitcoin #ethereum~Tariff Crash = Rate Cuts Coming?
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Another wild morning in the markets, and today we're diving deep into Tesla, market psychology, and why blindly buying the dip can wreck your portfolio. Tesla's one of those stocks you never short, and in this video, you'll see exactly why. When you think you've got it figured out, the market has a way of flipping the script—so let's break it down.What's Covered in This Video?● Tesla's wild price action—Why shorting it is a dangerous game● Market psychology—Why some traders buy into downtrends and why that's a huge mistake● Tom Lee's bullish case for 2025—Is he right about the next 90 days making millionaires?● How to spot trend reversals—The simple formula to know when the dip is actually done● Key stocks on the radar—ESCO, Five Below, SoundHound, McDonald's, and more● The dangers of averaging down—Why losers average losers & winners average winners● Donald Trump's tariffs & market risk—Could a policy shift trigger a recession?This isn't one of those hype channels telling you to buy just because something is “on sale.” We're all about real strategy, risk control, and market momentum. If you don't have the trend on your side, you're fighting an uphill battle.The #1 Rule of Trading?
Tom Lee, Head of Research at Fundstrat Global Advisors, joins the RiskReversal Podcast to discuss his market outlook. The episode covers topics such as the impact of interest rates, inflation, and the Federal Reserve's policies on market performance. Tom provides insights into bullish and bearish market sentiments, employment trends, and the role of AI and technology in driving economic growth. The conversation also explores geopolitical risks, the potential effects of deregulation and tax cuts, and the importance of consumer confidence. Additionally, Tom shares his perspectives on the future of cryptocurrencies like Bitcoin and the implications of generative AI on industries and employment. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
MRKT Matrix - Wednesday, February 26th Nvidia Earnings Release (CNBC) S&P 500 ekes out gain on Wednesday, ending four-day run of losses (CNBC) Fundstrat bull Tom Lee sees stocks rebounding after ‘flesh wound' pullback (CNBC) The Federal Reserve's favorite recession indicator is flashing a danger sign again (CNBC) GM Boosts Investor Payout With New Buybacks, Dividend Hike (Bloomberg) Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg) Traders are pouring into gold ETFs at record pace as trade and inflation worries grow (CNBC) Tesla Feels the Wrath of Anti-Elon Musk Backlash (Bloomberg) DeepSeek Slashes Off-Peak Prices to Balance Out AI Demand (Bloomberg) Anthropic's latest flagship AI might not have been incredibly costly to train (TechCrunch) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) Amazon eyes new direction for Alexa with AI overhaul (Reuters) China says Taiwan seeks to give away chip industry to US (Reuters) Trump to Offer ‘Gold Card' Visas for $5 Million to the Rich (Bloomberg) Tax Cut Chances Rise as House Passes Budget Targeting Safety Net (Bloomberg) Ukraine Agrees to Mineral-Rights Deal With U.S. (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
Use the tools you have - here I show you how I scan and then evaluate opportunities Get the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. PerplexityAI is your friend 2. $MSFT killed everything 3. Tom Lee is bullish on 5 stocks4. SMCI - will they file? 5. Power plays 6. 6 stocks to buy during volatility7. NVDA earnings - what we know8. Earnings - what are they telling us? 9. Tonight's earnings stocks - I like some - others I don't. TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstrat's Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferies' David Zervos on the macro outlook and Goldman Sachs' Eric Sheridan on tech.
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Batesville Head coach, Garret calls in to talk about one of his players who had an absolute huge highschool scoring landmark. He talks about how he was able to do it and how he is off the court. Roger calls in to talk about two sectionals we had tonight, first was Northridge vs. Goshen. The second game he covered was Warsaw vs. Elkhart, where Warsaw came away with the win. Tom Lee joins the show to talk about the North Knox vs. West Vego, where Knox wins 53-50. Talks about how Knox was able to get out of the gate early and kept going. Nathaniel Finch calls in to talk about a battle of Noblesville vs. Westfield, 61-52. He talks about them moving forward in an even harder game coming up. Brian Sullivan calls in for the Bedford vs. New Albany, the score for that was 58-48. Bedford comes off of winning how many sectional games? Scott Agnes calls in to talk about the famous NBA trade that happens this week. He also touches on how the pacers are doing and what is helping them. Rob Blackmon calls in to talk Purdue basketball to round out the show.See omnystudio.com/listener for privacy information.
Most founders are loath to compare their businesses to other companies. Not the veterinary care startup Modern Animal. "We were definitely inspired by One Medical early on," said Steven Eidelman, founder and CEO of Modern Animal. "I think Tom Lee, the founder, was really a trailblazer for: How do we bring technology into health care?" The idea behind both companies was to add a technological element to health care to make the customer experience more seamless. Eidelman described the core problem with veterinary clinics thus: "As a pet owner, you and I both know the experience we have going into a veterinary clinic. And it's a little bit underwhelming -- to put it nicely, the experience is not really customer-forward." Eidelman joined this week's Modern Retail Podcast and spoke about his company's recent growth and future plans. Modern Animal, which first launched in 2020, tries to make the experience better by building its own clinics, hiring its own veterinary and technical staff, and using technology to make the entire process smoother. For an annual fee, members can get unlimited access to exam visits as well as Modern Animal's telehealth platform. It's currently available in major California and Texas cities, and will be opening new locations in both Colorado and Arizona later this year. "We offer primary preventative care," Eidelman said. "We offer urgent care, and we offer our care digitally. We do dentistry, we do surgery. What we don't do is we don't do after hours," Eidelman said. While the business is health care, Eidelman believes the key to success is thinking about it from a retail perspective. At the end of the day, the core underlying business model that we are building has not really ever been built in the veterinary industry," he said. "And that is: we are building a retail footprint, a sort of box-driven business."
Today's episode is on "Wild Combination: A Portrait of Arthur Russell", a 2008 film about the singer, instrumentalist, composer, collaborator, and all-around musical pioneer whose work has become more widely recognized well after his untimely passing. The movie is directed by Matt Wolf. Our guest today is Matty Monroe, the person behind the Indieheads subreddit and general knower and lover of all things indie music. Wild Combination is a biography of a man who was hard to know. He didn't leave a lot of surviving interviews, spoken audio, or writing. But he left behind a vast trove of music which is still being discovered and released. The film reflects on his beautiful relationship with his longtime partner Tom Lee, his parents, Chuck and Emily Russell, and the many musicians and artists who had the opportunity to work with Arthur. Plus there are some weird vibes from Rock Docs regular Allen Ginsberg. Arthur Russell's music is singular and transporting, and the movie is a fine tribute to the man and his work. Rock Docs is a Treble Media Podcast hosted by David Lizerbram & Andrew Keatts Twitter: @RockDocsPod Instagram: @RockDocsPod Cover Art by N.C. Winters - check him out on Instagram at @NCWintersArt
This week's topics:The Governor and Legislature spar in a special sessionWith guests:Tom Lee, Former Florida Senate President, RepublicanRep. Anna Eskamani, Florida District 42, Orlando, DemocratSenator Carlos Guillermo Smith, Florida District 17, Orlando, DemocratRep. Lawrence McClure, Florida District 68, Hillsborough County, Republican
The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein's Stacy Rasgon. Plus, Fundstrat's Tom Lee tells us the names he would be buying on today's dip. And, Nvidia shareholder Doug Clinton reacts to the stock's worst single-day market cap loss in history.
BE CAREFUL! This Is Serious | Tom Lee's Last WARNING
HUGE TRENDSPIDER SALE - SAVE UP TO 71% over $2600 in savings! Plus get my 4 hour algorithm and so much more Get the Top 10 stocks of 2025 from Seeking Alpha 1. Alpha Pick 2. Top Stocks Video with Steve Cress - watch how he navigates the Seeking Alpha tool to evaluate stocks 3. Tom Lee thinks there's an 80% chance we end the year higher by double digits 4. Quantum stocks - another rally killer 5. Nat Gas - $DVN is the play 6. $RDDT breaking out? 7. Top chips - $NVDA $AVGO $MRVL 8. $TSM killed it on earnings 9. More bank earnings TRENDSPIDER SALE - best offer available Sign up at the top link - http://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here. FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com https://linktr.ee/dailystockpick
Courtney Garcia of Payne Capital and Daniel Skelly of Morgan Stanley break down the market's action today while Fundstrat's Tom Lee analyzes yields and speculative stock trends, including why he says everyone needs quantum computing exposure. Breaking news includes new CEOs at Liberty Media and USAA. Plus, Bill Perkins of Skylar Capital discusses natural gas dynamics and wild swings in energy markets while Bravo's Ryan Serhant weighs in on real estate and mortgages.
To kick off year six of the Investors First Podcast, today's guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in Economics from the Wharton School and is a CFA charter holder. In this episode, we discuss where the S&P 500 will end up in 2025 and areas of the market Tom likes in 2025. Tom discusses bitcoin and how it should be valued relative to gold. We talk about AI and its impact on the market, but more importantly, the importance of ethics as it relates to AI. We also discuss DOGE (which hasn't been discussed since Truman in the 40's), why more basketball players should shoot free throws underhand, and how he developed the granny shots strategy. Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Drew Papke, CFA (Director, Private Bank Investments at Fifth Third Bank). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · FundSrat: https://fundstrat.com · Complimentary Research: fsinsight.com · Granny Shots: https://fsinsight.com/members/stock-lists/?category=granny-shots-stock-list · Book rec: The Coming Wave (By: Mustafa Suleyman)
As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Speak Up interviews from 2024: Tom Lee with Anthony Scaramucci. Enjoy! All the best for a happy, healthy, and prosperous New Year! Original interview aired Nov 29, 2024: https://youtu.be/RVqm779p5U8 Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4090eKp Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Bitcoin #Crypto #Investing #tomlee ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
HSBC's Jose Rasco and Interactive Brokers' Steve Sosnick talks the runup in stocks and where to place your bets in 2025. Fundstrat's Tom Lee on how much higher tech stocks and bitcoin can go. Former Saks CEO Steve Sadove analyzes holiday shopping trends and why consumers are shifting their preferences from experiences to items. Banking groups are suing the Fed over the banking stress tests; Eugene Scalia, one of the attorneys representing the plaintiffs suing the Fed, on the legal clash between banks and the Fed and Steve Westly discussing Tesla's outlook amid potential policy shifts under Trump 2.0. Plus, our Steve Kovach details Apple's renewed efforts in the smart home market while Julia Boorstin explores Netflix's bet on NFL Christmas programming.
As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Tom Lee with Anthony Scaramucci. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/49TvdxB Original interview: https://youtu.be/znHVPu0jp7M Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #crypto #investing #podcast #wealthbuilding #bitcoin #money ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft has rejected a Bitcoin investment proposal, but the company may be open to exploring other crypto investment opportunities. VanEck's head of digital assets research Matthew Sigel said that Microsoft might be inclined to consider an Ethereum ETF investment if the product includes staking feature.~This Episode is Sponsored By Coinbase~ Get up to $200 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:08 Sponsor: Coinbase01:00 Cramer Interviews Trump on crypto02:00 Tom Lee: 2024 review & 2025 outlook04:47 Ethereum ETF Explosion05:15 Microsoft chooses ETH05:53 Microsoft Bitcoin proposal revealed09:15 Tether delisting10:11 Michael Sonnenshein joins Securitize10:44 Avalanche raises $250M locked token sale11:24 Solana ends ETH's 8-year streak12:33 SEC confirmations14:25 Outro#bitcoin #crypto #ethereum~Crypto Market Recovering
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The mega-cap melt up rolls on … so what is next for stocks? Fundstrat's Tom Lee breaks down his outlook for 2025. Plus, former Dallas Fed President Richard Fisher tells us what today's CPI print could mean for the Fed's next move. And, Deirdre Bosa explains what is behind the big drop in Uber's stock today.
Join Press Ganey's Chairman and CEO, Pat Ryan and Chief Medical Officer, Dr. Tom Lee, as they host a panel discussion with industry leaders to discuss the challenges and opportunities facing healthcare organizations in 2025. This insightful conversation explores the critical role of social capital, the importance of a diverse workforce, and the need for effective communication and leadership to drive positive change. Discover how these healthcare leaders are addressing the complex issues of workforce engagement, patient experience, and organizational culture. This episode is sponsored by Press Ganey.
MRKT Matrix - Monday, December 1st S&P 500, Nasdaq close at records to kick off December trading (CNBC) US Tightens Curbs on China's Access to AI Memory and Chips Tools (Bloomberg) Intel CEO Gelsinger Leaves as Chipmaker's Turnaround Flounders (Bloomberg) The Fed's Next Big Policy Rethink Needs Rethinking (Bloomberg) Fundstrat's Tom Lee says bitcoin can hit ‘well above' $100,000 before year-end (CNBC) Bitcoin Euphoria Threatens to Break These ETFs (WSJ) Amazon Web Services CEO Promises ‘Needle-Moving' AI Updates (WSJ) OpenAI explores advertising as it steps up revenue drive (FT) OpenAI targets 1bn users in next phase of growth (FT) Inside Elon Musk's Quest to Beat OpenAI at Its Own Game (WSJ) Stellantis CEO Carlos Tavares resigns amid problems in U.S., falling sales (CNBC) --- 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
Seeking Alpha Cyber Monday sale - Click the specific offer below. ENDS THIS WEEK - DON'T MISS THE DEALS 1. Bundle includes Premium and Alpha Picks - save $289 and pay only $509 for both for 1 year. 2. Seeking Alpha Premium - includes a FREE 7 day Trial and $90 off. 3. Alpha Picks - Save $140 and pay only $359 for the portfolio that has outperformed the S&P by 3 times. TRENDSPIDER CYBER MONDAY SALE - SAVE UP TO 65% - PLUS 1 YEAR OF SIGNAL STACK FREE - HUGE SAVINGS - DO NOT MISS THIS LIMITED TIME OFFER 1. Enter to win 1 year of Trendspider on my Twitter 2. It's an Alpha Pick Day - new stock today 3. New Trendspider Scanner 4. Week ahead 5. Tom Lee Bitcoin & S&P will be higher - Bitcoin to $250k 6. $AAPL at all time highs 7. Tech stock rally 8. $WULF and others 9. Energy power plays 10. $SMH off the 200 day 11. Trump trades that worked in 2017 12. Buffett lessons SIGN UP FOR TRENDSPIDER AND GET ALL OF THESE TRENDSPIDER SALE - best offer available Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page - $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964
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Bitcoin can reach $250,000 next year but hit $150,000 simply by copying 2023 BTC price action, new analysis says. Tom Lee, co-founder and head of research at financial research firm Fundstrat Global Advisors, gave a 12-month deadline for $250,000 Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks as the S&P and Dow hit more record highs. Fundstrat's Tom Lee brought the team his 4 cases for a year-end rally - and bull case for bitcoin $100k - while BMO's Chief Investment Strategist highlighted Financials, Tech, and Discretionary as 3 sectors with more room to run here. Also in focus: President-elect Trump picks Scott Bessant for Treasury Secretary, closing arguments begin in the DOJ's case against Google over advertising tech, and UBS upgrades the ‘Big 6' tech names to buy. Squawk on the Street Disclaimer
A rate critical to attain better care for patients, I'm gonna say, is enlightened leadership—maybe dyad leadership—at a clinical organization. I am saying this because without enlightened leaders, it'd be harder to build from the blueprint that Beau Raymond, MD, talks about today on the show. For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. I'd say an enlightened leader is someone—and this is my definition, but it's a term that Tom Lee, MD, brought up first in an earlier episode (EP445)—an enlightened leader really cares about providing better patient care at an affordable price. They have a manifesto to that end, if you will. They also have studied, likely, and understand how change management works because every improvement requires change. They get the bit about people, processes, and technology being intertwined and what operational excellence means. Further, they are probably doing or considering many of the things that Robert Pearl, MD, talked about in episode 412. On the opposite end of the spectrum, there's a new term floating around called administrative harm. There's a study. Admin harm refers as much to what administrators—who I refuse to call leaders at this context because I'm talking about the not good administrators, so let's be clear—but I'd say administrative harm results from what the administrators choose not to do as much as what they choose to do. It is actually a thing to be an enlightened leader, especially in these profit-driven times. It's really tough, actually, and nothing anyone should take for granted. So, maybe this whole show is kind of a shout-out to the enlightened leaders out there. Thanks for doing what you do. Okay, so this said, and it needed to be said, let's talk blueprint for better care in the conversation that follows. Dr. Beau Raymond says, step 1, right out of the gate, set clear goals. Then step 2, engage others throughout the organization to together build the framework needed to achieve said goals. Engaging frontline folks and others is really the only way that any proposed framework will actually work in the real world. Listen to the shows with Karen Root (EP381) and Ashleigh Gunter (EP447) for just one proof point after another that what I say is based in fact. Step 3 of the blueprint to better outcomes that Beau Raymond, MD, talks about today is get your data. We talk a lot about plan sponsors and the getting of data, but same thing applies to clinical organizations. For clinical organizations, the getting of data means longitudinal data. The need for longitudinal data has come up in multiple shows, most recently the one with Dan Nardi (Spotlight Episode), and this is just one example of why getting the whole bag of data really matters. Dan said on that earlier show, it's often a thing that oncologists are unaware of how many of their patients are winding up in the ER for nausea after chemo, which, by the way, is the most common cause for readmission. And the reason for this is lots of patients travel to their oncologist but go to a local ER in a different health system. The show with Brendan Keeler (EP454) about the Particle v Epic lawsuit in general dustup over who gets the data is super relevant here. That's what I was thinking when I was talking with Dr. Raymond, and maybe it just popped in your head, too. Or just continuing this topic of the importance of longitudinal data, how many specialists, in almost any specialty, see a patient and then don't know what happened to that patient subsequently? Or even primary care in transactional models? So, step 3 here is get your data and also, as part of that, figure out how to make sure everybody understands the data and also understands that it is fair. Eric Gallagher (EP405), Dr. Raymond's dyad counterpart over at Ochsner, talked about this some in that episode. So did Kenny Cole, MD (EP431), interestingly, also from Ochsner. Amy Scanlan, MD (EP402) mentions it as well. Step 4 in the blueprint to measurably better outcomes that I discuss with Dr. Beau Raymond, data collection and data management probably need to be system-wide because … yeah, longitudinal and etc. But the “What are you gonna do now with the insights that you derived from the data?” is pretty local. The obstacles and enablers are going to be different depending on the geography. For example, an area with a large Vietnamese population and a big variation in colorectal screening rates as a priority, just logically, is gonna have a program that is in no way suited to roll out in an area with, say, a large Black or African American population with high hypertension rates. Priorities and programs are just different depending on the geography. So, step 4 here is, ask each region, based on the data, what fixes they're going to own. What will they take ownership on and commit to improving? What I thought was interesting in this interview is kind of the way that equity comes up between ethnic groups or between genders. In and of itself, obviously, striving for equity is critical. But also, if you're trying to improve quality across the board and you see disparities in care, figuring out what is going on with the group experiencing the worse outcomes is also just operational excellence. You don't want to be a solution looking around for a problem, after all; so, you need to figure out the actual problems for the actual people experiencing the problems to avoid that. Those are the only solutions that are actually gonna work. Step 5 is to learn from each other. Maybe not a whole program is flat-out transferable from one geography to another, but that doesn't mean that nothing is transferable either. As usual, it's about being thoughtful and nuanced and finding that productive middle. At Ochsner, they do these cool weekly primary care huddles to share learnings and goings-on that Dr. Raymond explains in the show that follows. Throughout all of these steps in this blueprint, there is obviously a need to align how the practice or system is getting paid for the time and capital expenditures, of course. And Dr. Raymond addresses this and interestingly says something similar to what Dr. Tom Lee (EP445) and Scott Conard, MD (EP391) have said on earlier shows: that a lot of times compensation for improving care, if you do it in an operationally excellent way, can be revenue positive for systems with a combination of both FFS (fee for service) and value-based reimbursement. Underline, however, the part about having an enlightened leader who cares about clinical quality for that to work out. Dr. Beau Raymond, my guest today is chief medical officer for Ochsner Health Network. Ochsner Health Network, by the way, includes Ochsner and some other health system partners. There's also a bunch of small independent practices of one to two docs. Ochsner patients, in case you are unaware, are in the entire state of Louisiana, a little bit of Mississippi, Alabama, and also Texas. Also mentioned in this episode are Ochsner Health; Tom X. Lee, MD; Robert Pearl, MD; Karen Root, MBA, CCXP; Ashleigh Gunter; Dan Nardi; Brendan Keeler; Eric Gallagher; Kenny Cole, MD; Amy Scanlan, MD; Scott Conard, MD; Joshua Liu, MD; Eboni Price-Haywood, MD, MPH, MMM, FACP; and Chris Skisak, PhD. You can learn more at Ochsner Health Network and by following Dr. Raymond on LinkedIn. Sidney H. “Beau” Raymond, MD, MMM, FACP, is a board-certified internist now serving as the chief medical officer of Ochsner Health Network and medical director and executive director of Ochsner Accountable Care Network. Prior to joining Ochsner, Dr. Raymond was vice president, physician practice administrator, and chief medical information officer at East Jefferson General Hospital (EJGH). His experience included serving on the steering committee and later as a board member for Gulf South Quality Network. Beyond the administrative roles at EJGH, Dr. Raymond was involved with medical staff committees, including serving as chief of staff. He is also a past president of the Jefferson Parish Medical Society. Dr. Raymond earned a bachelor's degree in biology from Loyola University, earned a medical degree from the Louisiana State University School of Medicine, and completed his residency in internal medicine at LSU-New Orleans. He has also earned a Master of Medical Management from Tulane University. 07:50 What is step 1 of improving care for healthcare leaders? 10:44 Why is it important to be flexible while keeping your goals in sight? 11:48 Dr. Eboni Price-Haywood's article on disparities in COVID. 12:29 How is equity a data point to achieving overall care improvement? 15:01 “If you can't measure it … accurately, you're not going to be able to do anything differently.” 20:52 What strategies have been successful in using data to improve healthcare outcomes? 23:17 Why did Ochsner Health avoid looking at the individual physician standpoint in regard to an equity standpoint? 30:40 Why engaging patients in their healthcare actually improved patient visits and did not necessarily reduce patient visits. 34:49 “It's really about engaging with the patient.” You can learn more at Ochsner Health Network and by following Dr. Raymond on LinkedIn. Sidney H. “Beau” Raymond, MD, MMM, FACP, discusses #leadership on our #healthcarepodcast. #healthcare #podcast #financialhealth #primarycare #patientoutcomes #healthcareinnovation Recent past interviews: Click a guest's name for their latest RHV episode! Brendan Keeler, Claire Brockbank, Cora Opsahl, Dan Nardi, Dr Spencer Dorn (EP451), Marilyn Bartlett, Dr Marty Makary, Shawn Gremminger (Part 2), Shawn Gremminger (Part 1), Elizabeth Mitchell (Summer Shorts 9), Dr Will Shrank (Encore! EP413)
On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a history of drawdowns, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape. Access a 30-day free trial of FS Insight, exclusive to The Compound & Friends audience, at: https://bit.ly/thecompoundandfundstrat24 Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices