Podcasts about us stocks

Loyal listeners, I hope your recent days have gone well, even if they are becoming shorter. On my mind – and where I hope to engage your interest for 20 odd minutes – is the topic of risk and uncertainty.The SPX is at an all time high and it is also highly concentrated with volatile and richly valued but uncorrelated tech behemoths. That's very unique. Whether you are an AI bull or bear, one thing we must acknowledge is the unique degree of index concentration and the risks that accompany it.The exposure of both US households and foreign investors to the SPX is at an all-time high. There's a reflexive element here. The massive increase in market cap for corporates is the currency that funds the epic capex. For consumers, facing a tepid labor market and ongoing cost of living challenges, stock market wealth matters a great deal.I also discuss the surge in volatility in gold and the advent of prediction markets. I hope you enjoy the discussion. Be well.

In today's Tech3 from Moneycontrol, we break down Lenskart's Rs 70,000 crore IPO and Peyush Bansal's bold “day zero” mindset. We also dive into Zerodha's plan to let investors buy U.S. stocks amid its first-ever revenue dip, and the fierce quick commerce battle heating up among Zepto, Blinkit, and Swiggy Instamart. Plus, Dunzo co-founder Kabeer Biswas exits Flipkart. Tune in for all the top startup headlines.

US stocks hit new highs, loving signs that Donald Trump will strike a trade deal with Xi Jinping later this week. Gold slumps below US$4,000/oz as the shine comes off its safe haven status. In our Deep-Dive interview, ANZ's Head of G3 Economics, Brian Martin, digs into why 200 basis points of easing by the European Central Bank isn't getting much traction with consumers and businesses. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Listener Q&A where Andy talks about: The CAPE (Cyclically Adjusted Price to Earnings) Ratio as a measure of whether the US stock market is overvalued or undervalued, and drawbacks with the CAPE Ratio ( 4:32 )The meaning of Benjamin Graham's quote "In the short run, the stock market is a voting machine, but in the long run it's a weighing machine" ( 17:07 )Helping clients overcome their frugality habits to enjoy more of their deferred spending from their nest eggs ( 19:18 )Understanding "duration" and what it means in bond funds ( 26:58 )How Annie Duke's concept of decision making and luck play into retirement planning ( 34:19 )Balancing between good enough and optimization in retirement planning ( 38:45 )Tax withholdings and credits on dividends from international stocks, and whether international stocks should be held only in normal brokerage accounts and not qualified accounts like IRAs and Roth IRAs ( 46:50 )Additional resources in understanding and calculating 72(t) Substantially Equal Period Payments ("SEPP") to avoid the 10% early withdrawal penalty on accessing retirement accounts before 59 1/2 ( 52:20 )A listener public service announcement about itemizable deductions for casualty losses due to federally declared disasters, and how IRS staffing issues and shutdowns exacerbate the inconvenience of the mandatory 20% federal tax withholding on 401(k) contributions ( 55:19 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:Link to Tax Planning to and Through Early Retirement My company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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US stocks and gold sink, while meme stocks swerve.

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The US economy depends more and more on enormous bubbles in the stock market and AI. The 10% of richest Americans drive half of all spending, while the real economy in many states is in recession. If the bubble pops, it could cause a severe crisis. Political economist Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=rXCVrLPTUHQ Topics 0:00 Economy divided between rich & everyone else 1:36 Many US states already in recession 3:11 Biggest stock market bubble in history 5:31 90% of stocks owned by 10% richest Americans 7:23 Magnificent Seven (Mag7) Big Tech stocks 9:07 Ten Titans Big Tech stocks 9:58 AI bubble 11:46 (CLIP) Jeff Bezos: AI is in "good bubble" 13:26 95% of AI pilot programs fail 13:55 Investors keep buying overvalued stocks 15:12 Markets can remain irrational 15:26 Irrational exuberance 15:50 Dot-com bubble 16:28 US share of global stock markets 17:28 US vs Chinese tech company revenue 18:24 Tesla vs global automotive industry 20:49 Top 10 US stocks: 16% global market cap 21:07 Recession 22:23 Stagflation 23:04 AI capex contribution to US GDP growth 25:07 AI is eating the economy 26:01 AI drives up electricity bills 26:50 Trump shuts down renewable energy 27:42 AI adds more to GDP than shopping 28:49 US job growth collapses 32:13 Bifurcated economy 33:01 Outro

 Today's show discusses the Four financial bubbles now growing same time: Gold prices doubled last18 months. Bitcoin up 160%+. S&P, Dow, Nasdaq stock markets up more than 50%. What's driving it? AI, US sanctions, -10% fall of the US dollar, and global economic slowdown. Show explains AI boom and stocks surge due to speculative investing in just 7 largest Tech corps. AI boom now 17X larger than 2000 Internet boom. AI responsible for 80% of stock markets surge. Tech investment 90% of 2025 first half US GDP. Take away AI and US economy, first half 2025 GDP grows only 0.1%.  When will any of the four bubbles burst? Will any one take down the other three?

Another record was broken on Wall Street.

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It started as a chill convo about culture and acting… then turned into a full performance. Beverly Adaeze joins Stay By Plan to talk about EVERYTHING, including family and the funny sides of chasing your dreams.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download 

Bank worries sent stocks lower.

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An up-and-down day on Wall Street finished mostly up.

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Stocks are slipping on Wall Street after the latest U.S.–China trade tensions. AP correspondent Seth Sutel has more.

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A presidential tariff threat sends stocks lower.

U.S. stocks are drifting near record heights and oil prices sink.

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The markets recovered from a brief stumble.

Today's guest says you might want to start looking at investing overseas where valuations are a little better.

No records today on Wall Street.

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Plus - Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices

Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4,000 per ounce level, while oil rose on a modest OPEC+ output increase. Eirini Tsekeridou, Fixed Income Research, assesses the outlook for France following the surprise resignation of its prime minister. Manuel Villegas, Next Generation Research, sees the AI investment surge as a boom – not (yet) a bubble.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (05:48) - Impact of French politics on markets: Eirini Tsekeridou, Fixed Income Research (08:07) - Cloud computing and Artificial Intelligence update: Manuel Villegas, Next Generation Research (12:19) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Tech stocks are boosting Wall Street.

AI pushes stocks higher.

This week on Stay By Plan, we sit down with Angel Town (Angel Quarmyne)! He's the man who's been by Sarkodie's side from the very beginning. He shared stories of his struggles in the early days and now, they've built one of the biggest brands in African music. Angel opens up about the realities of managing a superstar, navigating controversies, and the lessons he's learned along the way.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download

US stocks cruise to a winning week.

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Wall Street continues to ignore the government shutdown.

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U.S. stocks head for a third straight loss.

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Wall Street's recent rally has lost steam.

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Markets cool off after recent gains.

Another record breaker on Wall Street

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Adulting can be stressful and confusing! In this episode of Stay By Plan, we sit down with Afro-folk artist Tommy WÁ to talk about the struggles of growing up, the things we all pretend to like, and why nobody really has life figured out. We shared stories of difficult times, the need to invest, paying bills and many more. This conversation is all about the funny and awkward sides of transitioning into adulthood.This episode is brought to you by Plus: Invest, the all-in-one app for T-Bills, Mutual Funds, and US Stocks. Start with as little as ₵100 and grow your money the simple way. Download Plus: Invest today! - https://www.plusapp.online/#download

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.” See omnystudio.com/listener for privacy information.

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.” See omnystudio.com/listener for privacy information.

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.” See omnystudio.com/listener for privacy information.