Podcasts about value stocks

Tracey Ryniec, Zacks Value Stock Strategist, runs 2 Zacks premium stock screens to find top cheap stocks.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu)See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy Inc., NU - Nu Holdings Ltd. Cl A, Current Market Situation, MO - Altria Group Inc., Value Stock, Investing for Kid's Future, Beautiful Bill: Section 899.Advertising Inquiries: https://redcircle.com/brands

After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world?Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock's Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market.Sources: Q2 Equities Outlook, BlackRock 2025Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Introduction to Market Volatility and The Equity Landscape02:00 Recap of Previous Discussion and Market Trends03:48 Broadening of the Equity Markets04:27 US vs. Global Market Performance05:13 Drivers of Market Rotation and Volatility06:28 Fundamental Shifts in the Market09:15 European Market Outperformance12:11 US Exceptionalism and Future Outlook15:11 Health of US Corporations and Consumers18:14 Investor Sentiment and Future Outlook19:20 Conclusion and Investor Takeaways

Mark Matson encourages investors to look beyond the S&P 500 and tech giants like Apple (AAPL) and Microsoft (MSFT) to achieve true diversification. Instead, he suggests considering microcap stocks, small-value stocks in the U.S., and large international value stocks. He warns against, what he considers "toxic investments" like cryptocurrency, including Bitcoin (/BTC), and hedge funds, citing high fees and low returns.======== 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

Tracey Ryniec, Zacks Value Stock Strategist, finds 3 value stocks with Strong Buy and Buy recommendations. (0:30) - Getting Back To The Basics With Value Stock Screening (6:00) - Tracey's Top Stock Picks To Keep On Your Radar Right Now (26:40) - Episode Roundup: CNC, CPA, KB

Tracey Ryniec, Zacks Value Stock Strategist, finds 3 value stocks with Strong Buy and Buy recommendations. (0:30) - Getting Back To The Basics With Value Stock Screening (6:00) - Tracey's Top Stock Picks To Keep On Your Radar Right Now (26:40) - Episode Roundup: CNC, CPA, KB Podcast@Zacks.com

Sarah Hansen, Morningstar Inc. senior markets reporter, discusses the market volatility in the first quarter of 2025 and the portfolio strategy that paid off for investors.What's the Difference Between the Stock Market and the Economy? How Stock Market Trends in 2025 Have Shifted From Last Year Worries About Changes Fanning Market Volatility  How Tariffs Could Impact Growth, Inflation, and Consumer Prices Market Volatility Sends Investors Rushing to Gold What Are the Risks of a Recession in 2025? Why Portfolio Diversification Is a Winning Strategy During Market VolatilityWhat's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register.  Read about topics from this episode.  13 Charts on Q1's Dramatic Rotation in StocksTrump Tariff Selloff: How Long-Term Investors Can Best Weather the StormTariffs and the Markets: What Investors Need to KnowQ1's Biggest Lesson for Investors: Diversification WorksUS Stocks Fall Sharply as Recession Fears Build on Tariff WorriesTariffs Are a Self-Inflicted Economic CatastropheHow Caution and Contrarianism Paid Off for Investors During Q1What We've Learned From 150 Years of Stock Market CrashesInvestors Flock to Ultrashort Bond and Gold ETFs Amid Market Uncertainty What to watch from Morningstar.Does It Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio RiskGray Divorce: How to Avoid Triggering a Costly Tax Bill Read what our team is writing:Sarah HansenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.Key Takeaways:Why Investors May Want to Follow Congressional Stock TradesAre Members of Congress Good at Picking Stocks?The Firms Behind the ETFs: Subversive Capital and Unusual WhalesLimitations of the Data on Congressional Stock TradesHow Democrats and Republicans Invest DifferentlyBoth the Democratic and Republican ETFs Favor Tech StocksHow Outsize Tech Exposure Has Affected the Performance of These ETFsWhy Investors Face Concentration Risk With Thematic Funds Like Congressional ETFsWhy the ‘Black Box' of Congress' Investing Strategy Is Risky for InvestorsKey Takeaways on Investing in Congressional ETFs What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Click here to register Read about topics from this episode.  The 2 ETFs That Track Congressional Stock TradesMorningstar's Guide to ETF InvestingAn Investor's Guide to the Next Trump AdministrationThe Big Shortfall: Understanding the gap in thematic fundsThe Best Tech Stocks to BuyAre Stock Investors in for Another Tech Wreck?What Trump's Trade Wars Could Mean for the Global Economy and Markets6 ETF Investing Predictions for 2025 What to watch from Morningstar.Can Healthcare Stocks Keep Outperforming the Market?Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022 Read what our team is writing:Zachary EvensMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today's market?   On this episode of Disruptive Forces, host Anu Rajakumar is joined by David Levine, Associate Portfolio Manager of the Large-Cap Value Fund at Neuberger Berman. Together, they unpack the shifting dynamics between growth and value investing, explore the evolving opportunity set for US large-cap value equities, and discuss why diversification is more critical than ever     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2025 Neuberger Berman Group LLC. All rights reserved.

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value'. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Tracey Ryniec, Zacks Value Stock Strategist, looks for stocks with high Zacks Rank and low PEG ratios. (0:30) - Can The PEG Ratio Help You Find Strong Value Stocks For Your Portfolio? (4:20) - Tracey's Top Stock Picks To Keep On Your Watchlist Right Now (24:30) - Episode Roundup: UAL, COOP, FOLD, ALK, AAL

Tracey Ryniec, Zacks Value Stock Strategist, looks for stocks with high Zacks Rank and low PEG ratios. (0:30) - Can The PEG Ratio Help You Find Strong Value Stocks For Your Portfolio? (4:20) - Tracey's Top Stock Picks To Keep On Your Watchlist Right Now (24:30) - Episode Roundup: UAL, COOP, FOLD, ALK, AAL Podcast@Zacks.com

Andrew Williams, Schroders' investment director for Global Value Equities, characterises China as the ‘dark destroyer' of profit margins for developed market businesses.

In this episode, Kathy Jones and Liz Ann Sonders review some of the recent questions they have received from investors. Their questions and answers focus on the current economic landscape and cover topics ranging from bond yields to the impact of tariffs to the Federal Reserve's stance to the performance of key indexes and stocks. They explore the complexities of government debt, the dollar's reserve status, and the ongoing debate between growth and value stocks, providing insights into what investors should watch moving forward.Check out schwab.com/FAQs to see more frequently asked questions and whether any questions you may have are already answered there.Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Currency trading is speculative, volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Positive correlation refers to a relationship in which two variables tend to move in the same direction (i.e., they both increase, or they both decrease). Negative correlation refers to a relationship in which the variables tend to move in opposite directions (i.e., one increases, and the other decreases, or vice versa).(0325-30G5)

Tracey Ryniec, Zacks Value Stock Strategist, discusses using the short-term Zacks Rank to guide a long-term stock portfolio.

Tracey Ryniec, Zacks Value Stock Strategist, discusses using the short-term Zacks Rank to guide a long-term stock portfolio.

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to analyze P/E ratios, How to know if a company will become profitable, How to value stock options and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300

Tracey Ryniec, Zacks Value Stock Strategist, screened for cheap stocks that also pay out attractive dividend yields. (0:45) - Searching For Stocks That Have Strong Income (7:35) - Tracey's Top Stock Picks (24:00) - Episode Roundup: ADM, UBS, BIP

Tracey Ryniec, Zacks Value Stock Strategist, screened for cheap stocks that also pay out attractive dividend yields. (0:45) - Searching For Stocks That Have Strong Income (7:35) - Tracey's Top Stock Picks (24:00) - Episode Roundup: ADM, UBS, BIP Podcast@Zacks.com

In this episode, Liz Ann Sonders and Kathy Jones discuss this week's FOMC meeting and the market reactions. Then, Liz Ann speaks with Rob Arnott, founder and chairman of the board of Research Affiliates®. They discuss some of the advanced approaches of Research Affiliates, particularly focusing on the Research Affiliates Fundamental Index® (RAFI) and its implications for growth and value investing. They explore the differences between traditional indexing methods and RAFI, the challenges of forecasting market returns, and the potential for paradigm shifts in finance. The discussion emphasizes the importance of understanding market dynamics and the nuanced definitions of growth and value in investment strategies.Finally, Kathy and Liz Ann look ahead to the data and economic indicators that investors should be watching next week. You can read Rob's article, which Liz Ann mentions, here: "Fifty Years of Innovation, Mythmaking, and Mythbusting: Personal Reflections." On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The trade names "Research Affiliates®" and "Fundamental Index®" are registered trademarks of Research Affiliates, LLC.Fundamental Index® is a trademark of Research Affiliates. Rob Arnott, Research Affiliates, and FTSE Russell are unaffiliated with Schwab Asset Management® and Charles Schwab & Co.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Schwab does not recommend the use of technical analysis as a sole means of investment research.Rebalancing does not protect against losses or guarantee that an investor's goal will be met.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0125-NC10)

In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products. Braden also takes a dive into Adobe, one of the most underappreciated giants in the tech world. Despite looming threats from generative AI and evolving competition from Figma and Canva, Adobe remains a very profitable business trading at cheaper valuation than other large tech stocks. The question with Adobe is simple. Is this growth sustainable for the long term? Tickers of Stocks/ETFs discussed: ADBE, HCAL, NVDL Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

These stocks are cheap and have top Zacks Ranks of Strong Buy or Buy. (0;15) - Finding Classic Value Stocks In The Beginning of 2025 (6:15) - Tracey's Top Stock Picks (30:30) - Episode Roundup: ALR, HSII, USNA, GM, FMS  

These stocks are cheap and have top Zacks Ranks of Strong Buy or Buy. (0;15) - Finding Classic Value Stocks In The Beginning of 2025 (6:15) - Tracey's Top Stock Picks (30:30) - Episode Roundup: ALR, HSII, USNA, GM, FMS Podcast@Zacks.com  

This is a mash-up of previously broadcast show audio, from Tuesday (12/8), Wednesday (12/11), Tuesday (12/17), and Wednesday (12/18): More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: S&P 500 vs Everyone Else SEG-2: Why You DON'T Need $10-Million to Retire SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, & Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Diversification Isn't What You Think" is here:  https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Extreme Speculation Has Returned" https://www.youtube.com/watch?v=HIfTDuPmsQs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing

It wasn't just a growth stock rally this year. But can value stocks keep the momentum in 2025? (0:30) - What Really Worked For Investing In 2024? (6:00) - Tracey's Top Picks To Keep On Your Watchlist (32:45) - Episode Roundup: ETD, WSM, HVT, MLKN, RH, ARHS,  Podcast@Zacks.com

It wasn't just a growth stock rally this year. But can value stocks keep the momentum in 2025? (0:30) - What Really Worked For Investing In 2024? (6:00) - Tracey's Top Picks To Keep On Your Watchlist (32:45) - Episode Roundup: ETD, WSM, HVT, MLKN, RH, ARHS,  Podcast@Zacks.com

It's Fed Day with it's much anticipated rate cut; what will matter more is the Fed's dot-plot and comments on expectations for 2025. Meanwhile on Wall Street, sloppy trading continues as fund manager rebalance portfolios. Markets are sitting on the 20-DMA and holding firm. The Healthcare Sector is the year's worst performer: Will it offer the most opportunity in 2025? This sector tends to perform better AFTER elections. Lance reveals a new temptation on his route to work each morning; Lance and Danny comment on the notion of dumping the traditional 60/40 portfolio in favor of 100% stocks for retirement, with charts and graphs. More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: Fed Day - What Will They Say? SEG-2: Dumping the 60/40 Portfolio? SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w SSenior Financial Advisor Danny Ratliff, CFP, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=ElTw9jd0hg8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Opportunities Ahead in Beaten Down Stocks?," is here: https://www.youtube.com/watch?v=4HqWOpYV_Qs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "This is Nuts" https://www.youtube.com/watch?v=drZL-tygAg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1314s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #GoldPrices #GoldCorrection #USDollar #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing

It's Fed Day with it's much anticipated rate cut; what will matter more is the Fed's dot-plot and comments on expectations for 2025. Meanwhile on Wall Street, sloppy trading continues as fund manager rebalance portfolios. Markets are sitting on the 20-DMA and holding firm. The Healthcare Sector is the year's worst performer: Will it offer the most opportunity in 2025? This sector tends to perform better AFTER elections. Lance reveals a new temptation on his route to work each morning; Lance and Danny comment on the notion of dumping the traditional 60/40 portfolio in favor of 100% stocks for retirement, with charts and graphs. More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: Fed Day - What Will They Say? SEG-2: Dumping the 60/40 Portfolio? SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w SSenior Financial Advisor Danny Ratliff, CFP, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=ElTw9jd0hg8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Opportunities Ahead in Beaten Down Stocks?," is here:  https://www.youtube.com/watch?v=4HqWOpYV_Qs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "This is Nuts" https://www.youtube.com/watch?v=drZL-tygAg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1314s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #GoldPrices #GoldCorrection #USDollar #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing

A two-week beatdown in value stocks is increasingly leaving the market with no margin for error from tech trades, says OJ Renick. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's podcast, I'll be discussing retirement investing and the importance of broad global diversification. I'll explain the reasoning behind our approach and share a few of the strategies we use to help minimize risks. Some of the core ideas I want to share with you are recency bias, home country bias, the concentration of the S&P 500, why price matters, global market capitilazation and Vanguard forecast for the next 10 years. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #443.. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.  

The AI boom is reshaping markets and creating once-in-a-generation opportunities for investors—but only for those who can navigate its challenges. In this interview, Andrew Brill speaks with Ram Ahluwalia, co-founder and CEO of Lumida Wealth, about the winners and losers of the AI revolution, from market leaders like Nvidia to supply chain opportunities. Beyond AI, Ram offers insights into macroeconomic trends, the Fed's actions, and nuclear energy as part of the evolving investment landscape. This timely conversation reveals how to position yourself for success in a transformative era where innovation meets shifting global dynamics. This Thanksgiving, revisit Ram's October 8 interview and gain the insights you need to plan for investing in the age of AI. Happy Thanksgiving! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4g7O7CB Chapters: 00:19 - Happy Thanksgiving! 00:50 - Ram Ahluwalia's Background 01:53 - AI Investment Strategy and Key Stocks  08:03 - Nvidia and the Semiconductor Market  10:52 - Long-Term AI Investment Themes and Sector Predictions  16:01 - Ram on Nuclear Power 18:47 - Economic Outlook and Market Conditions  29:12 - Dividend Stocks, Buybacks and Bond Investments  33:06 - Value Stocks vs. Growth Stocks  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 #AI #Investing #ArtificialIntelligence #Technology #Nvidia #Markets #Economy #Macro #InvestSmart #StockMarket #Tech #NuclearPower #FedPolicy #InvestmentTrends #Bonds #stocks Learn more about your ad choices. Visit megaphone.fm/adchoices

A record week on Wall Street!  Find out which investments are expected to outperform under an incoming Donald Trump administration.  We also cover top Value and Dividend Investments for the year ahead.

Several key factors contribute to persistently high rates, including inflation concerns, Federal Reserve monetary policies, and broader economic uncertainties. Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, IBM - International Business Machines Corp., Market Wrap, ICLR - Icon PLC, RCL - Royal Caribbean Group, Mortgage Rates Were Supposed to Come Down. Instead, They're Rising, IBRX - ImmunityBio Inc., New but Old CEOs, NEM - Newmont Corp., Value Stocks, GGG - Graco Inc., RMBS - Rambus Inc., YORW - York Water Co., Soft Landing and No-Landing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Dan Lefkovitz, Morningstar Indexes strategist, discusses why it's important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.Trends from the Q3 Market Rotation Extending into Q4 Key Moments Sparked Market Volatility Will Value Stocks Make a Comeback? Value and Small-Cap Stock OutlookWhat's Fueling Dividend Stocks Outperformance Against the Broader Market?Bond Performance in Q3 and Early Q4What Investors Need to Watch Out for in Q4Will the Market Rotation Persist? What's Coming Up in the Markets?Why Boeing's New CEO Announced Massive LayoffsHow Boeing is Trying to Prevent a Credit DowngradeWhat Boeing is Delaying and Eliminating to Move ForwardWhere the Machinists' Strike Stands at Boeing What to Look for in Boeing's Q3 EarningsHow Investors Should Approach Boeing Stock Read about topics from this episode. 3 Lessons From Recent Stock Market DramaQ3 in Review and Q4 2024 Market OutlookWhat the Election Could Mean for Big Tech StocksHow to Use Large-Cap Stocks in a PortfolioBoeing: Machinists Union Strike Unavoidable and Unfortunate What to watch from Morningstar.Inherited IRA Rules: What You Need to Know Before 2025How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed's Plan to Avoid a Recession Working? Read what our team is writing:Dan LefkovitzNicolas OwensIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet's stock, better known as Google. We cover what Alphabet's main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet's ‘other bets' line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more! Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha.  IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:04 - What Alphabet's main sources of revenue are. 06:39 - Why Google is such a valuable resource for advertisers to acquire new customers. 15:55 - What is included in Alphabet's ‘other bets' line of business? 18:21 - How Rihard projects revenue for Alphabet going into the future. 24:01 - Where Alphabet sits in the AI industry. 27:00 - Whether Alphabet's cash pile is excessive or not. 34:38 - Potential risks investing in Alphabet. 40:46 - Why Rihard is bullish on AirBnB. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode: Listen to MI165: Is FAANG The New Value? w/ John Huber, or watch the video. Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Airbnb Fundrise Found Public Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this week's episode, we are joined by Matthew Peterson of Peterson Capital Management to discuss value stocks and options investing strategies. Now available on YouTube, Apple Podcast, Spotify & most other platforms! Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2caCydo...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Apple: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ★ ★ OUR CHANNELS ★ ★ Hamish: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/hamishhodder⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brandon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCvSX...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ★ ★ FOLLOW US ★ ★ Instagram (Hamish) ► hamishhodderofficial Instagram (Brandon)► new.money.official Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#1305795⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of Guideway Financial Services Pty Ltd, AFSL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#420367⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's FSG available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.

Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Out of favor stocks like Sherwin Williams are hitting new highs. Is it time to look at value stocks? (0:40) - Is Value Making A Bullish Comeback? (4:00) - Tracey's Top Stock Picks For Your Watch List (25:00) - Episode Roundup: BRK.B, URI, SHOP, TWLO, ROKU, SHW, JPM, SQ, LULU  

Out of favor stocks like Sherwin Williams are hitting new highs. Is it time to look at value stocks? (0:40) - Is Value Making A Bullish Comeback? (4:00) - Tracey's Top Stock Picks For Your Watch List (25:00) - Episode Roundup: BRK.B, URI, SHOP, TWLO, ROKU, SHW, JPM, SQ, LULU Podcast@Zacks.com  

Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician says the moves in stocks and bonds are becoming increasingly correlated, signaling one group is due for a pullback. And the so-called “conscience of capitalism” John Hope Bryant joins us to make the case for the 40-year mortgage as a way of making home ownership more accessible.

Robert Leonard chats with Brian Feroldi about why personal finance isn't widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more! Brian Feroldi has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he got his teeth kicked in. His returns improved dramatically as he learned more about how the stock market works. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:55 - Why personal finance isn't widely spread in the US education system today. 06:19 - Why stocks have value in the first place. 11:27 - What the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ. 17:32 - What the difference is between a publicly vs privately traded company, and why a company would want to go public. 29:20 - Why public companies want their stock price to go up. 37:09 - Why public companies might issue new shares or even buy back their own shares. 42:12 - How Brian thinks about valuing a company. 55:53 - Why the stock market generally goes up over a long time horizon. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Brian's new book, Why Does the Stock Market Go Up? Check out all of Brian's Motley Food Articles. Related episode: Listen to MI082: You CAN Beat The Market W/ Brian Feroldi, or watch the video. Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Public Airbnb Fundrise NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

We discuss how investors can navigate the challenging small-cap space. (0:45) - Who Is Avantis and What Kind of Products Do They Offer? (5:10) - Breaking Down The Recent Market Performance And What To Expect (9:50) - What Could Continue To Drive A Rally In Small Cap and Value Stocks? (15:00) - What Are The Issues And Risks With Small Cap Indexes? (20:45) - Avantis US  Small Cap Value & Equity ETF: AVUV & AVSC (29:10) - Avantis US Large Cap Value ETF: AVLV (33:45) - Episode Roundup: IJR, IWM Podcast@Zacks.com

Historically, small cap value stocks have been among the best performers. Here's how to screen for them. (0:20) - Is Now A Good Time To Invest Into Small Cap Stocks? (3:00) - Two Value ETFs To Consider For Your Portfolio (14:00) - Tracey's Top Stock Picks (27:15) - Episode Roundup: GLDD, HBI, LE, PAHC, WWW

Historically, small cap value stocks have been among the best performers. Here's how to screen for them. (0:20) - Is Now A Good Time To Invest Into Small Cap Stocks? (3:00) - Two Value ETFs To Consider For Your Portfolio (14:00) - Tracey's Top Stock Picks (27:15) - Episode Roundup: GLDD, HBI, LE, PAHC, WWW Podcast@Zacks.com

Today's Dividend Cafe discusses the mixed outcomes in the market, focusing on the performance of the Dow, S&P, and NASDAQ. Key topics include technological sell-offs due to tariff talks, outperformance of value stocks, and updates on economic indicators such as housing starts, building permits, and industrial production. Additionally, Brian provides insights into what to expect from tomorrow's economic releases and Fed speakers. 00:00 Introduction 00:06 Market Performance 00:32 Technology Sector 00:58 Value Stocks and Small Caps 01:46 Housing and Industrial Production Updates 02:59 Upcoming Economic Indicators 03:14 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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Dedicated value investor John Buckingham, editor of The Prudent Speculator and principal portfolio manager at Kovitz Investment Group, says that the long run of the Magnificent Seven has not made it impossible for value investors to hold some of them, noting that while the very hottest don't meet the definition of value, other tech giants like Alphabet and Meta Platforms are trading at levels that shouldn't scare the bargain hunters away. He discusses his buying and trimming strategy in the Market Call. Ebony Reed and Louise Story, co-authors of "Fifteen Cents on the Dollar: How Americans Made the Black-White Wealth Gap" discuss how Americans view wealth — and often confuse it for income — and how that it will take well over a century, barring legislative progress, to make any significant progress that levels the wealth field for all Americans. Plus, Rob Williams, managing director of financial planning at Charles Schwab discusses the firm's eighth annual Modern Wealth Survey, which showed that More than 60% of Americans feel they are in a better position to achieve their financial goals than the generations that came before them.

In this week's episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he's developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started. Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:05 - How VSG got interested in value investing and what his biggest influences were. 05:46 - How the dot com bubble affected him. 06:37 - How he worked his way out of debt after falling into some typical consumer traps. 09:11 - When and how he got interested in the FIRE movement. 15:16 - What value investors have influenced his current approach to stock selection. 17:52 - How VSG has learned to think about moats. 23:10 - What the “weird portfolio” is. 33:59 - Why he writes weekly research reports. 39:33 - How to use Dataroma to clone great investors. 47:35 - What he's learned from some of the guests on his podcast. 49:58 - What his favorite money and investing movies are. 52:16 - What his favorite stock is right now. 54:22 - What he would tell a younger investor on how to get started investing. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Snowball by Alice Schroeder. Recommended Book: Early Retirement Extreme by Jacob Lund Fisker. Recommended Book: Deep Value by Tobias Carlisle. Recommended Book: The Little Book that Beats the Market by Joel Greenblatt. Recommended Book: The Little Book That Builds Wealth by Pat Dorsey. Recommended Book: Money by Tony Robbins. Recommended Book: Principles by Ray Dalio. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: Tapdancing to Work by Carol Loomis. Check out: Dataroma. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: DeleteMe Monarch Money Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Toyota Connect with Patrick: Twitter Connect with VSG: Website  | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm