Podcasts about volatile market

With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive index investing is still the right default strategy. We weigh the evidence on when active management or factor-based strategies may genuinely add value — and when they don't.Today's Stocks & Topics: Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Space Exploration Technologies Corp. (SPCX), PPG Industries, Inc. (PPG), Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies, Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Bitcoin Strategy, NVIDIA Corporation (NVDA), IPOs Time.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

IT spend can be incredibly hard to accurately calculate. If you're reliant on public cloud providers for your AI and software needs, you're open to price rises, license changes, and other baked in costs.The past few years have seen some firms choose to repatriate workloads to offset cloud costs – but this comes with its own risks. Surging international oil and gas prices, driven by conflict, are driving up bills for enterprises and consumers alike – bad news for those running AI workloads on premise.How can leaders begin to get a grip on these costs? And what are some of the major challenges down the road?In this episode Rory is joined by Greg Holmes, EMEA Field CTO at Apptio, to discuss managing technology spend in the face of rising global instability.

D.R. Barton Jr., director of market research for the Foundation for the Study of Cycles, says he expects the market to continue its recovery through one more burst higher that lasts into the summer, but after that he is seeing "a bouncy, sideways market" with heightened volatility, swings reaching 20% up or down in a quarter. He is looking for "inflation-hedging names" for whatever happens coming out of the current cease-fire in the war in Iran, noting that he expects inflation to dampen the economy and the market for the remainder of the year. Isaac Wakszol, chief executive officer at Activest Wealth Management, says investors need to guard against "this time is different" thinking in wanting to make portfolio changes due to the recent increase in inflation and oil prices, war in Iran and more. He notes that in the market's last 100 years, there have been 17 recessions and 20 wars and that markets have always recovered, "and we're on Day 40-something of this war and the market is higher."  In preaching discipline, Wakszol did note that 2026 into 2027 will be "a year of reckoning" for artificial intelligence, to see if it can deliver on its promises, because failing that could dampen market enthusiasm. In The NAVigator segment, Rob Shaker, portfolio manager at Shaker Financial Services, says that the fear-based selling that gripped the market around the start of war in Iran created a "generic widening" of discounts for closed-end funds. Shaker, a "discount-capture investor," says that widening — and the current recovery — was caused mostly by "the irrational effects of excessive selling pressures overall," which means that the bad news is creating buy-the-dips opportunities rather than fundamental problems for closed-end funds.

A powerful market rally is underway, meaning it's more important than ever to stay on top of where the money is flowing. Jack Kosar, vice president of investment strategy at Asbury Research, sheds light on the market signals influencing portfolio allocations right now and how to manage risk in the current investing climate. He also shares how Asbury was able to find outperformance in a volatile first quarter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami discuss a volatile Friday session after a hotter-than-expected CPI, with software making multi-year lows while semiconductors push to highs, raising the idea that “something's gotta give.” They point to Microsoft's sharp drawdown as emblematic of software weakness and debate whether capitulation is near as earnings approach, while semis rally on incremental AI hardware headlines like Broadcom's TPU-related deal with Google and Anthropic. They consider a 2026 “trade” of bottom-fishing battered software and fading crowded semis, flagging Intel's rich valuation and Qualcomm's lagging performance despite an edge-AI/inference narrative. They also note security stocks selling off despite rising AI-driven vulnerability concerns, warn that any hyperscaler CapEx pullback could hit semis hard, and preview bank earnings amid mixed signals on consumer credit, deregulation/IPO optimism, and cyclical risk, alongside geopolitics affecting oil and Taiwan. Articles Mentioned Why the ‘SaaSpocalypse' doomsayers are wrong (FT) Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

When diesel prices are as volatile as they've been in 2026, it makes it tough for trucking fleets to plan and control costs.In this episode of HDT Talks Trucking, Deborah Lockridge sits down with Jenny Vander Zanden, COO of Breakthrough, to talk through what's driving the volatility and what fleets can actually do about it.They get into practical, real-world strategies, from being smarter about where you buy fuel to improving driver habits and spotting hidden costs in your data.

Is now a great time to invest, or is it smarter to sit tight? In today's episode, I share my take on what's happening in the markets and how to decide if now is the right time for you to invest. Full shownotes at https://clarewood.com/podcast/episode367/ Shownotes: Why you can't perfectly time the market (and what to do instead) How to decide if investing now is right for you Understanding risk vs return in your decisions Why diversification matters (and how ETFs help) Simple ways to start investing, even with small amounts

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Mario Valente, Deputy Chief Investment Officer at Stansberry Asset Management, describes how a boutique, actively managed firm earns the trust of formerly self-directed investors by focusing on low-correlated, idiosyncratic returns. By emphasizing investments that behave independently of broader markets and making tactical shifts across asset classes, the firm has been able to limit drawdowns and maintain stability during periods of volatility. Valente points to a repeatable process and an experienced team as the foundation for consistent results. Strategies like Tactical Select combine fundamental research with disciplined risk controls to pursue excess returns with lower volatility. In today's uncertain environment, the focus remains on active due diligence, selective positioning, and the flexibility to raise cash when needed—reinforcing that resilient portfolios require both adaptability and strong risk management. Resources: Stansberry Asset Management Source

Tiffany McGhee covers the Fed's decision yesterday and its higher estimations for inflation this year. She says there were “no major surprises” as they signal “caution, not confidence,” and the main theme remains “uncertainty.” She shares some of her stock picks, including Exxon Mobil (XOM) and NextEra (NEE). She emphasizes the criteria of real assets and strong balance sheets. Tiffany also likes Microsoft (MSFT) but is selective within the tech sector. ======== 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

Carley Garner outlines her case that the bull run in crude oil will end in April. In the meantime, she warns investors to stay nimble on which equities and other commodities crude oil prices will move, as some change pending on the session. When it comes to supply constraints, Carley believes markets may be overreacting. ======== 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

What we cover in this episode: Why business owners can't afford to let their hard-earned wealth sit idle — and what to do instead The case for active portfolio management over set-and-forget index funds, especially in down cycles Why losing 30% of your portfolio is far more damaging than most people realise — and how to avoid it What's really driving global market instability right now: geopolitics, US policy shifts, AI overvaluation, and more AI stocks: the difference between the profitable giants who can absorb losses and the mid-tier companies heading for trouble Terry's own portfolio moves — why he's now sitting at 60% cash in his trading portfolio and what triggered it The sectors showing resilience right now: defence, pharmaceuticals, and select profitable retailers Why Australian banks may be more exposed than investors think The VIX Index: the free tool that's flagged every major market crash for 100 years — and what it's saying right now What to do with your industry super fund before a correction hits — a practical three-step checklist How to spot the signals that the market is bottoming out and it's time to get back in Why market downturns are the five-to-ten year cycles that serious wealth builders have been waiting for About Terry: Terry Tran is the founder and CEO of Freedom Trader and a former fund manager with 15 years of institutional experience and nearly 30 years in financial markets. He has helped over 1,600 business owners and professionals learn how to safely build wealth outside their business — without the hype and without the BS. What sets Terry apart is that he doesn't just teach theory: he openly shares his own live strategies, actual investments, and the trades he buys and sells every week, so students learn in real time what works and, just as importantly, what to avoid. 

Gene Goldman sees opportunities in software, which he thinks is oversold, though he is neutral towards technology overall. Instead, he likes healthcare and industrials and is making a short-term energy play. Within those, he likes biotech and managed care. He thinks the S&P 500 will end the year higher, but warns of a potential downturn beforehand. This week, he's watching central bank meetings, especially the Fed's meeting, where it will release a new dot plot. He's underweight international equities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Frank Holland and the Investment Committee debate how to navigate the volatility as markets fall and oil rises. Plus, we go over the bull/bear case on software and how you should trade it. And later, we hit the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply. Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode. In today's show, we cover: Why the Iran war will push rates higher The bull market for global shares is now under serious pressure How AI is especially vulnerable to increased energy prices Private credit is a flash point in a volatile market See omnystudio.com/listener for privacy information.

Within 30 minutes after the opening bell, all major indices fell more than 2% as crude oil and similar energy futures surged. Kevin Green analyzes the stark price action in oil, natural gas, and the Breakwave Tanker Shipping ETF (BWET). As for the metal trade, KG takes a closer look at the selling action in silver and gold and why it's significant to the broader markets. ======== 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

In this episode of Futures Edge, Jim Iuorio, Bobby Iaccino, and Michael Arnold break down the current state of the markets as geopolitical tensions ripple across asset classes.The discussion focuses on crude oil, gold, silver, and Bitcoin, examining how military conflicts and global instability are influencing inflation expectations, interest rates, and investor sentiment.They also analyze key stock performances, including Nvidia, Tesla, and Oracle, and explain how shifting macro conditions are impacting equities. Throughout the episode, they emphasize the critical role of technical analysis in navigating volatile markets and managing risk during uncertain times.Timestamps:00:00 Introduction and Context of the Discussion01:33 Crude Oil Market Dynamics06:36 Geopolitical Implications on Oil Prices11:25 Military Perspectives and Market Reactions13:41 Gold Market Analysis19:25 Silver Market Insights25:11 Bitcoin's Role in Current Market Conditions27:43 Copper Market Trends and Analysis29:35 Interest Rates and Market Dynamics32:03 Inflation and Yield Movements34:23 Analyzing General Motors37:06 Market Indexes and Key Levels41:07 Stock Analysis: Nvidia and Others47:05 Evaluating Tesla and Oracle53:57 ServiceNow and Market StrategiesImportant Links to Follow:Newsletter: https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2 Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp 

Episode of our 3 Part Part Podcast SpecialEpisode 2 - “Building Passive Income in a Volatile Market”⭐ “Doctors who waited in 2025 lost ground. Doctors who acted built wealth and saved tens of thousands in taxes. 2026 will reward action even more.”

Scott Wapner and the Investment Committee debate the volatility in the market and how you should position your portfolio to navigate it. Plus, the desk share their latest portfolio moves, including a JOET rebalance.  And later, we get to the Setup on some key Committee names reporting in the next 24 hours. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Peter Tuchman, the 'Einstein of Wall Street,' live from the New York Stock Exchange floor as he dives into the current state of the market. Discussing recent fluctuations, sector performances, and the potential impact of upcoming economic factors, Peter breaks down whether the market is heading towards resistance or building a base for growth. Tune in for a comprehensive analysis, including insights on interest rates, earnings, and the key role of AI and energy sectors in shaping the future. Stay informed with 'Trade Like Einstein' on the Money News Network. 00:00 Introduction and Welcome 00:40 Market Overview and Current Trends 01:43 Interest Rates and Economic Indicators 02:50 Market Strength and Future Predictions 04:04 Conclusion and Sign Off All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

284 - Discover the Foolproof FSBO Method with Tim Street   In this episode of the Real Estate Investor Growth Network Podcast, host Jen Josey welcomes Tim Street, a Marine veteran, real estate entrepreneur, and former top-producing agent. Tim shares his journey from a failed for-sale-by-owner (FSBO) seller to an advocate for empowering everyday homeowners and investors to sell their properties smarter, faster, and with more confidence—without losing hard-earned equity to unnecessary commissions. The conversation is packed with actionable insights for both seasoned investors and those just starting out, with Tim's signature blend of radical honesty and practical advice.   Tim explains the common pitfalls that lead most FSBO sellers to fail and why protecting your equity is especially crucial for investors who rely on leverage to grow their portfolios. He dives deep into the psychology and strategy behind pricing, prepping, and marketing properties, emphasizing the importance of radical honesty, data-driven pricing, and leveraging social proof through creative open house tactics. Jen and Tim also discuss how small details, like professional photos and narrative-driven listings, can make a major difference, and why DIY sellers must never cut corners on legal and disclosure requirements.   The episode concludes with a rapid-fire "BADASS" round, where Tim shares the book that changed his life, the advice that drives him, his daily systems for success, and what true fulfillment means to him. Whether you're an investor considering your next exit strategy or a homeowner looking to maximize your sale, this episode is packed with practical tools, heartfelt motivation, and Tim's refreshing candor. Key Takeaways Protect Your Equity: Every dollar saved on selling costs can be leveraged into your next investment—don't let unnecessary commissions eat into your profits. Radical Honesty Sells: Conduct a pre-listing inspection, fix what matters, and share the report with buyers to build trust and authority. Price Based on Data, Not Emotion: Use true comps, understand your market boundaries, and adjust quickly based on market response—not wishful thinking. Market Creatively: Host exclusive neighbor open houses to build social proof and excitement, and use professional photos and narrative-rich descriptions to stand out. Never DIY the Legal Side: Always use a real estate attorney or title company for paperwork and disclosures to avoid costly mistakes and lawsuits. Guest Bio: Tim Street Tim Street is a Marine veteran, real estate entrepreneur, and former top-producing agent dedicated to changing how people sell their homes. After experiencing the frustrations and financial pitfalls of selling his own property, Tim created Foolproof FSBO, a system that gives everyday sellers the tools, strategies, and confidence to succeed without paying exorbitant commissions. He's passionate about helping investors and homeowners keep more of their equity through education, radical honesty, and practical guidance—offering free resources, coaching, and a step-by-step blueprint for those ready to take control of their sales process. Books, Tools, and Websites Mentioned Books: Atlas Shrugged by Ayn Rand Tools & Websites: Foolproof FSBO (includes free ebook, quiz, and resources) Foolproof FSBO YouTube: youtube.com/@foolprooffsbo Foolproof FSBO Instagram: instagram.com/foolprooffsbo   00:00 Introduction to REIGN and Host Jen Josey 00:52 Today's Badassery Bestowment: Staying Motivated 03:07 Introducing Guest Tim Street 04:46 Tim Street's Real Estate Journey 07:17 Understanding FSBO and Common Selling Mistakes 17:31 The Handyman ROI Rule and Pre-Listing Inspections 22:56 Pricing Like a Pro in a Volatile Market 29:12 The Power of Pricing in Real Estate 29:27 Creating a Mega Open House 29:38 Engaging the Neighborhood 30:15 Sales Psychology 101 30:55 The Importance of Open House Exclusivity 31:17 Creating Urgency with Limited Open House Hours 31:35 The Psychology of Scarcity in Sales 32:06 Real-Life Success Stories 32:52 FSBO vs. Agents: Choosing the Right Strategy 33:27 The Reality of Selling Real Estate 34:13 DIY Real Estate: Is It Right for You? 38:48 Marketing Your Property Effectively 42:25 The Importance of Professional Photography 43:54 Legal Aspects of FSBO 45:26 Tim Street's Personal Insights and Advice 53:35 Conclusion and Final Thoughts  

Join Peter Tuchman, known as the Einstein of Wall Street, for an exciting market recap from the New York Stock Exchange floor. Despite a volatile trading day with the Dow closing down 300 points, tech stocks showed unexpected gains. Peter delves into the factors influencing the market, including the fourth largest S&P rebalance and the Russell rebalance happening this week. Learn about tax harvesting strategies, market resilience, and the remarkable 48 record closes this year. Whether you're a seasoned trader or just curious about the market, 'Trade Like Einstein' offers valuable insights and guidance. Subscribe for more updates and market analysis! 00:00 Welcome to Trade Like Einstein 00:33 Market Recap: A Rollercoaster Day 00:51 Understanding Market Movements 01:25 Year-End Market Strategies 02:28 Market Resilience Amidst Challenges 04:25 Encouragement for New Investors 04:51 Stay Tuned for More Insights 05:20 Wrapping Up: End of Year Thoughts All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Welcome to this episode of The Edge of Show, your gateway to the Web3 revolution! In this episode we sit down with Dr. Mohamed Omer Ali, the founder of EazyBot, and Winston Thomas, the Global Sales Director of EazyBot. Together, they explore the transformative world of cryptocurrency, automation, and trading strategies.Episode Highlights:Discover the inspiration behind EazyBot and how it aims to empower users in the crypto space.Learn about Dr. Ali's journey from engineering to crypto and the pivotal moments that led to the creation of EazyBot.Understand the importance of safety in trading and how EazyBot ensures users maintain custody of their assets.Hear insights on the current state of the crypto market, including Bitcoin's volatility and the significance of diversification in trading strategies.Get a sneak peek into upcoming features and partnerships for EazyBot, including new exchanges and a mobile app.Whether you're a seasoned trader or just starting your crypto journey, this episode is packed with valuable insights and practical advice. Join us as we navigate the future of finance and technology!Support us through our Sponsors! ☕

In this episode of the Casual Cattle Conversations podcast, Shaye sits down with Tim Petry from North Dakota State University to discuss the intricacies of the current cattle markets. The conversation covers producer-submitted questions, providing insights on price trends, the impact of global markets, and the future outlook for the cattle industry. Tim sheds light on the importance of sticking to traditional marketing plans, the volatility in the futures market, and the factors influencing the high demand and low supply scenario. He also shares valuable resources for producers to stay updated. Tune in for a comprehensive discussion aimed at helping producers make informed decisions in a fluctuating market.  Get the resources mentioned in this episode here: https://bit.ly/CCC-resources  Learn more about Profit Foundations for Ranchers here: https://www.casualcattleconversations.com/profit-foundations-for-ranchers  Order your flavor of Pluck here: https://eatpluck.com/?ref=SHAYEWANNER  00:42 Meet Tim Petry: Cattle Market Expert  03:38 Current State of the Cattle Market  10:54 Producer Questions: Beef Prices and Market Trends  15:53 Global Cattle Herds and Future Market Predictions  23:24 Strategies for Producers in a Volatile Market  30:11 Resources and Current Events  39:15 Conclusion and Listener Support     

Know what you own. Know the indicators that are important to stock price like MacD and RSI. Know the fundamentals of the stocks you own. Know if they have changed based on earnings and estimates. If none of that is worrisome - you're fine! Today's episode is all about - WE NEED A PULLBACK and more may be in store. But panic is not a strategy. BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. SEEKING ALPHA BUNDLE - Save over $200Seeking Alpha Premium - FREE 7 day trial Alpha Picks - Save $100 Seeking Alpha Pro - for the Pros EPISODE SUMMARY

November 17, 2025 | Season 7 | Episode 42Markets don't wait for your plan to catch up. We open with a clear framework for year-end positioning that blends mindset with mechanics—how identity-based habits and focus can keep you from selling lows, chasing highs, or ignoring life changes that matter more than headlines. From there, we map the macro forces likely to shape returns over the next few quarters and what to do about them.China's deflation is no longer a blip; it's a loop. With broad price declines, soft wages, and pressure on multinationals, the ripple effects are reaching U.S. margins and global pricing power. We break down why zombie firms appear when prices fall faster than costs and what a real Chinese stimulus—monetary or fiscal—would mean for cyclicals, luxury, autos, and U.S. brands tied to Chinese demand.On the home front, the AI buildout is massive, but so is the debt financing it. We connect the dots between data-center capex, falling hardware costs over time, and the unforgiving math of credit. Equity investors can spread bets; bond investors cannot. With credit default swaps flashing caution and the Fed signaling less certainty on cuts, balance sheets, cash generation, and pricing power move to the top of the checklist. We share practical steps: tiered cash buffers, laddered fixed income, disciplined rebalancing, and a focus on businesses that earn their keep at higher discount rates.We also zoom out to your “life portfolio,” including the rise of concierge medicine. It won't guarantee longevity, but it can improve access and coordination—now with limited HSA support. The real lesson is integration: healthcare, liquidity, and goals belong in the same plan as your asset allocation. Finish with a punch list for 2026: update goals, retest risk tolerance, stress test for higher-for-longer rates and China-driven disinflation, and trim exposures that only work if everything goes right.If this helped sharpen your playbook, subscribe, share with a friend who's planning year-end moves, and leave a quick review with one takeaway you're acting on next.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Government shutdowns tend to be a non-factor for long-term portfolios, says Samuel Diarbakerly. Instead, he recommends focusing on discipline, diversification, and rebalancing (DDR). His top picks include high-quality names like Walmart (WMT) and Microsoft (MSFT). He's also bullish on JPMorgan Chase (JPM). Diarbakerly suggests having some exposure to alternative investments, such as private credit, hedge funds, and private equity, but with caution. Despite concerns about inflation, he remains optimistic about the economy and expects higher highs for the market this year, albeit with increased volatility.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Crypto Rundown, Brendan and Tevo discuss the latest trends in cryptocurrency, focusing on Bitcoin and Ethereum's market movements, the impact of Federal Reserve decisions, and the concept of liquidity pools as a strategy for passive income. They analyze market volatility, investor sentiment, and the role of regulation in shaping the crypto landscape. The conversation also touches on emerging trends such as tokenization and decentralized exchanges, providing insights into the future of the crypto market.Chapters00:00 Introduction to the Crypto Rundown02:09 Market Analysis: Bitcoin and Ethereum Trends05:32 Understanding Market Volatility and Investor Sentiment08:27 The Impact of Federal Reserve Decisions on Crypto11:26 Liquidity Pools: A Deep Dive into Passive Income Strategies14:34 Exploring the Future of Ethereum and Market Predictions17:16 The Role of Regulation in Crypto Market Dynamics20:32 Emerging Trends: Tokenization and Decentralized Exchanges23:18 Final Thoughts and Community EngagementBrendan's Daily Income System: https://www.cryptorevolution.com/liquidity-pools-trainingEfani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Gemini Exchange: https://gemini.com/cardCheck out Plus500: https://plus500.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Gemini Exchange: https://gemini.com/card* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Tom Hauser, Head of Corporate Credit, and Dan Montegari, Head of Research for Corporate Credit, join Macro Markets to discuss credit quality and market technicals at this point in the credit cycle, as well as what is driving the divergence between the high yield and bank loan sectors. Find out how tariffs and A.I. factor into our bottom-up credit analysis, and where to find value in a time of market volatility and tight spreads. Related Content:Third Quarter 2025 Fixed-Income Sector ViewsRelative value across the fixed-income market.Read 3Q25 Fixed Income Sector Views The Case for Fixed Income in a Volatile WorldPortfolio Manager Adam Bloch joins Asset TV for a fixed-income masterclass, discussing the current macro environment, finding relative value, and why today's market may represent a once-in-a-lifetime opportunity for fixed-income investors. Watch NowMacro Markets Episode 71: Midyear Outlook—Taking and Avoiding Risk in a Volatile Market and Uncertain WorldAnne Walsh joins Macro Markets for a look back at the first half of 2025 and shares her outlook on the economy, rates, fiscal policy, monetary policy, and relative value. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC. Past performance is...

Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for 2025 has been a "generic narrowing" of discounts — by roughly 2 percent on equities and 1 percent on fixed income — but there was a rapid, fear-based 'generic widening' when tariff policies were announced in April and there was excessive selling. Shaker says that discount fallout was particularly big and fast, though conditions normalized quickly, rewarding his clients for staying patient and opportunistic.

Send us a textA common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it works best for, how to implement and how to customize dollar-cost-averaging for your own asset allocation strategy.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation.

Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Macro Markets for a look back at the first half of 2025 and shares her outlook on the economy, rates, fiscal policy, monetary policy, and relative value. As we head into the second half of the year, the best approach to navigating the noise of market volatility is to stay focused on the long-term signals, which are positive for active fixed-income management. Follow this link to the March 2025 commentary by Walsh referenced in this episode, titled “Don't Let Policy Volatility Overshadow Market Opportunity.” Related Content:Stay Focused on Macro Themes During Tricky Investment Environment Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss Fed policy, rate cuts, and current investment opportunities Watch Now Solving the Core Fixed-Income Conundrum An active, diversified, multisector approach to meeting the total return objectives of core fixed-income management without taking undue risk. Read the Report Macro Markets Episode 70: The Real Opportunity in Real Assets John Tanyeri, Head of Real Assets or Originations, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in real assets and their place in a diversified portfolio. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to...

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

The replacement is a mixed bag of 3 mRNA critics, 3 mRNA agnostics and a couple vaccine proponents. Hard to predict where this will go but we'll be waiting and watching for a TRUE WIN.Also today - I am super pumped to introduce you all to a new guest Bob Iaccino to talk about winning with gold and silver in volatile market!!Bob is an expert on trading, investing, and risk management and has been featured regularly on CNBC, Bloomberg Television, Cheddar News, CNN International, Fox News, Yahoo Finance, TD Ameritrade Network, and NPR!! He is also the new spokesperson for Colonial Metals Group and we will be featuring market analysis and update with him every month!! Check out Colonial HERE: www.colonialmetalsgroup.com/joy!BTW … my beauty secret for skin, hair and nails is Native Path Collagen! And my husband Devastatingly Handsome Dr. Joy loves it every day for his joint & muscle pain. No matter why you love it … it's more important than EVER to maintain your daily health with collagen.Native Path is ramping up another huge stock up sale on collagen for the Joy audience! Get 45% off your entire order today!!! Go to https://www.getnativepathcollagen.com/joyJoin the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowShannon's Top Headlines June 12,2025Stagflation Incoming? https://colonialmetalsgroup.com/blog/market-insights/are-we-slipping-into-a-rare-economic-cycle/Breaking: RFK Jr. Removes All Members of CDC Vaccine Advisory Committee: https://childrenshealthdefense.org/defender/breaking-rfk-jr-removes-all-members-of-cdc-vaccine-advisory-committee-acip/EXCLUSIVE: RFK Jr.'s HHS Shakeup Spares Dr. Plescia, Backer Of Vaccine Credentialshttps://cowtowncaller.substack.com/p/exclusive-rfk-jrs-hhs-shakeup-sparesRetsef Levy On Pulling The mRNA Shots: https://substack.com/home/post/p-165761664Deployment of National Guard in LA is another step toward martial law:https://www.stridentconservative.com/deployment-of-national-guard-in-la-is-another-step-toward-martial-law/Grace Schara Wrongful Death Jury Trial: https://live.childrenshealthdefense.org/chd-tv/events/grace-schara-wrongful-death-jury-trial/grace-schara-wrongful-death-jury-trial--day-4/SJ Show Notes:Please support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTSupport Our Sponsors:With lockdowns looming, threats of bio-terror and cyber attacks, the chaos is everywhere. You NEED to be prepared and your one stop shop is The Satellite Phone Store. They have EVERYTHING you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyAnd as the chaos continues, so does the value of gold. Now that it's legal tender in Florida & Texas it begs the question: If you can buy your home with gold, why not back your retirement? Call Colonial Metals today and you may qualify for up to $7,500 in FREE silver! Check out my landing page here:https://colonialmetalsgroup.com/joySeeing that the federal government will continue to try and poison us despite the recent election, it's more important than EVER to maintain your daily health and that starts with COLLAGEN every, single morning!Native Path is ramping up another huge stock up sale on collagen for the Joy audience! Get 45% off your entire order today!!! Go to https://www.getnativepathcollagen.com/joyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Todd Walsh says the recent market rally may be misleading, and investors should be prepared for a "murky summer" ahead. Despite the S&P 500's (SPX) march towards all-time highs, Walsh expects a potential volatility event to hit the market. He believes that the Fed's cautious stance on interest rates and the potential for a "look-through" inflation narrative to take hold could be catalysts for a market correction. However, he remains optimistic about the longer-term outlook, pointing to growth themes like AI and innovation, which he believes will drive the market higher in the second half of the year.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Hessam Nadji discusses the commercial real estate market. Despite volatility and uncertainty around interest rates, Nadji sees opportunities for investors seeking cash flow and tax advantages. He notes that while the office sector has been impacted by the pandemic, not all office buildings are distressed, and newer, suburban assets are faring better. He also highlights the retail sector's surprising comeback and the stability of multi-family apartments, driven by high home prices and low affordability.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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

Ben Werkman shares his insights on Bitcoin's (/BTC) run and performance. He also discusses the rise of new players in the space. Werkman sees Bitcoin as a digital gold alternative, reiterating a common Bitcoin-bull belief.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs, and the overall energy in Apollo's offices. With a focus on how investors can effectively allocate semi-liquid assets into their portfolios, this episode provides valuable perspectives for navigating today's investment landscape. Tune in for expert insights from a leader in private equity. This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

What if you're about to retire—and the market takes a nosedive? For those in their 60s, looking toward retirement at 65, market volatility can feel like a punch to the gut. In this episode, we dive into how to confidently retire into a turbulent market, what lessons we've learned from past downturns, and why market dips aren't as rare—or as disastrous—as they seem. You'll learn why diversification matters, how to assess your true financial risk, and what practical steps you can take right now to protect your retirement plans. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/bdf6edab 

In this podcast, Lord Abbett Portfolio Manager Darnell Azeez discusses recent market volatility and how stocks of quality companies may be more favorably positioned in the current environment.

HENRYs—High Earners, Not Rich Yet—face unique financial challenges despite strong incomes.  In this episode, Certified Retirement Counselor Miguel Gonzalez shares 8 key money management and investing strategies to help HENRYs build wealth and stay confident in volatile markets.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#HENRY #HighEarnerNotRichYet #MoneyTips #InvestingSmart #FinancialPlanning #RetirementPlanning #MiguelGonzalez #CortburgAdvisors #WealthBuilding #MarketVolatility #EmergencyFund #DebtManagement #DiversifyInvestments #FinancialWellness #SmartMoneyMoves #YoungProfessionalsFinance #MillennialMoney #FinancePodcast #LongTermInvesting #StayInformedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Last week's turbulent stock market wiped out years of college savings for some parents. Wall Street Journal reporter Oyin Adedoyin joins host Julia Carpenter to discuss what this means for parents, future students and their 529 savings plans. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

What if doing absolutely nothing during a market downturn was actually the best financial move you could make? In this episode of Financially Ever After, Stacy Francis sits down with Matt Haertzen - Chief Investment Officer at Francis Financial - to dive deep into how to handle market volatility without letting fear drive your decisions. When markets dip, it's easy to panic, but Matt and Stacy highlight how staying calm and sticking to your investment plan can help you not just weather the storm, but come out ahead. They explore the importance of staying invested through the ups and downs, how to avoid making emotional mistakes, and why focusing on the long-term can ultimately be more rewarding. In a world full of uncertainty, it's more important than ever to know how to make smart decisions that will benefit your future, even if the road to get there feels a little bumpy. You'll hear them discuss: Why reacting emotionally during a market drop could cost you more in the long run and why staying calm is key Why markets have historically bounced back and why it's essential to focus on the bigger picture, especially when things feel uneasy The importance of staying invested for the long haul and how volatility can be an opportunity if you're prepared How strategies like tax-loss harvesting and Roth conversions can actually work in your favor when markets are down The psychological impact of market swings and how to manage your emotions to avoid costly mistakes Simple yet effective steps to manage your finances during uncertain times without sacrificing your goals Why diversification is crucial and how expecting every part of your portfolio to perform perfectly all the time is unrealistic Real-life insights into why reacting to market drops, like during the 2008 financial crisis, can leave you worse off in the long run Resources Matt Haertzen on the Web | LinkedIn Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

Shelby McFaddin is here to discuss investment management for your portfolio in 2025's volatile stock market. Shelby discusses her time at Motley Fool Asset Management and shares her journey from studying economics and international affairs to working in private and public equity before transitioning to her current role. She shared insights on her investment strategy, highlights the challenges of stock picking in today's market, and emphasizes the importance of quality over chasing trends. She also talks the impact of macroeconomic factors, inflation, and interest rates on investing, and the housing market's unexpected resilience.  We discuss... Shelby McFaddin shared her background in economics and international affairs, detailing her transition from institutional asset management to stock picking at Motley Fool Asset Management. She focuses on retail and consumer-exposed stocks, driven by her interest in human behavior and its impact on economic trends. Shelby follows a "growth at a reasonable price" (GARP) approach, balancing valuation considerations with growth potential. She highlights the difficulty of value investing in recent decades and how she evaluates opportunities by comparing industry peers rather than relying solely on historical valuations. Dividend-paying and shareholder-friendly companies play a role in her strategy, particularly those with strong cash flows and capital return policies. Inflation is expected to remain elevated and interest rates to stay higher for longer, shaping her investment outlook. The paradox of the housing market, where high interest rates have not lowered home prices but instead frozen supply and affordability. The Fed's role in the economy may require more government intervention than people expect. AI is being integrated into business operations to streamline processes and increase efficiency. Investors are becoming more discerning about companies delivering on cloud and data center promises. The market punishes companies for missing expectations but not as severely as before. The concentration of stock market gains in a few companies raises concerns about broader growth. Lack of analyst coverage and institutional interest limits small-cap stock visibility. Investors are looking for companies that can efficiently allocate capital expenditures. The lack of movement in small-cap stocks is attributed to systemic rather than company-specific issues. Retail and institutional investors struggle to justify small-cap exposure due to risk and liquidity concerns. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  For more information, visit the show notes at https://moneytreepodcast.com/investment-management-shelby-mcfaddin-698   

I've been diving into cryptocurrency and I do not want any of you to miss out on the opportunity to learn more about Bitcoin and crypto for yourselves. I am all in when it comes to building businesses and being the entrepreneur that I am, but when it comes to finances, I am definitely out of my comfort zone. It feels like a movement going on around Bitcoin and crypto, and it would feel so wrong to not bring you, someone, I think you should definitely spend time researching, Michael Saylor. The once-in-a-lifetime opportunity that is accessible to nearly every single person cannot be disregarded out of ignorance. Michael is an MIT graduate and the CEO of Micro-strategy and a self-appointed ambassador for the Bitcoin Movement, whose explanations of what Bitcoin is and why this is so important is one of the best I've heard in my own pursuit to better understand cryptocurrency. Listen, research, and do what is best for you, but I urge you to make an informed decision. [Original air date: 6-10-21].SHOW NOTES: Startup | Michael on how MicroStrategy started [1:39]Risks | What growing $16 million with risks was in comparison to no risks [3:53]First Principles | First Principles thinking and being intellectually fearless [11:22]Bitcoin | Michael explains how why bitcoin is 1st engineering in economics [21:50]Currency Value | Breaking down the shift in wealth with devaluing currency [25:51]Inflation | Michael debunks inflation myth, unpacking the real problem [28:50]Hyperinflation | Hyperinflation in bonds, crypto, luxury items [34:26]Cash Is Trash | Michale explains how cash is losing value, and at what rate [38:24]Devaluation Rate | Michael on the challenge of beating currency devaluation [43:03]Currency Conversion | Converting weak currency to stronger assets is best [48:48]What Is Bitcoin | Michael explains why bitcoin is more valuable and desirable [51:20]Crypto Volatility | Bitcoin volatility and seeing how big the problem is [1:05:11]Accessibility | Bitcoin accessibility and solution for rich and poor [1:15:53]Bitcoin Secure | Michael exposes how Bitcoin is a secure asset [1:20:57]Sustainable Energy | Bitcoin, sustainable energy and Elon Musk [1:22:49] CHECK OUT OUR SPONSORSRange Rover: Explore the Range Rover Sport at  https://landroverUSA.comMiro: Bring your teams to Miro's revolutionary Innovation Workspace and be faster from idea to outcome at https://miro.comBetterhelp: This episode is sponsored by BetterHelp. Give online therapy a try at https://betterhelp.com/impacttheory and get 10% off your first monthNetsuite: Spend less time looking backwards, and more time on what's next. Download the CFO's Guide to AI and Machine Learning at https://NetSuite.com/theory NordVPN: EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/impacttheory Try it risk-free now with a 30-day money-back guarantee!Vanta: Get $1,000 off Vanta when you go to https://vanta.com/THEORY**********************************************************************What's up, everybody? It's Tom Bilyeu here:If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.**********************************************************************Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu**********************************************************************LISTEN TO IMPACT THEORY & MINDSET PLAYBOOK AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory**********************************************************************FOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I've been diving into cryptocurrency and I do not want any of you to miss out on the opportunity to learn more about Bitcoin and crypto for yourselves. I am all in when it comes to building businesses and being the entrepreneur that I am, but when it comes to finances, I am definitely out of my comfort zone. It feels like a movement going on around Bitcoin and crypto, and it would feel so wrong to not bring you, someone, I think you should definitely spend time researching, Michael Saylor. The once-in-a-lifetime opportunity that is accessible to nearly every single person cannot be disregarded out of ignorance. Michael is an MIT graduate and the CEO of Micro-strategy and a self-appointed ambassador for the Bitcoin Movement, whose explanations of what Bitcoin is and why this is so important is one of the best I've heard in my own pursuit to better understand cryptocurrency. Listen, research, and do what is best for you, but I urge you to make an informed decision. [Original air date: 6-10-21]. SHOW NOTES: Startup | Michael on how MicroStrategy started [1:39] Risks | What growing $16 million with risks was in comparison to no risks [3:53] First Principles | First Principles thinking and being intellectually fearless [11:22] Bitcoin | Michael explains how why bitcoin is 1st engineering in economics [21:50] Currency Value | Breaking down the shift in wealth with devaluing currency [25:51] Inflation | Michael debunks inflation myth, unpacking the real problem [28:50] Hyperinflation | Hyperinflation in bonds, crypto, luxury items [34:26] Cash Is Trash | Michale explains how cash is losing value, and at what rate [38:24] Devaluation Rate | Michael on the challenge of beating currency devaluation [43:03] Currency Conversion | Converting weak currency to stronger assets is best [48:48] What Is Bitcoin | Michael explains why bitcoin is more valuable and desirable [51:20] Crypto Volatility | Bitcoin volatility and seeing how big the problem is [1:05:11] Accessibility | Bitcoin accessibility and solution for rich and poor [1:15:53] Bitcoin Secure | Michael exposes how Bitcoin is a secure asset [1:20:57] Sustainable Energy | Bitcoin, sustainable energy and Elon Musk [1:22:49] CHECK OUT OUR SPONSORS Range Rover: Explore the Range Rover Sport at  https://landroverUSA.com Miro: Bring your teams to Miro's revolutionary Innovation Workspace and be faster from idea to outcome at https://miro.com Betterhelp: This episode is sponsored by BetterHelp. Give online therapy a try at https://betterhelp.com/impacttheory and get 10% off your first month Netsuite: Spend less time looking backwards, and more time on what's next. Download the CFO's Guide to AI and Machine Learning at https://NetSuite.com/theory  NordVPN: EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/impacttheory Try it risk-free now with a 30-day money-back guarantee! Vanta: Get $1,000 off Vanta when you go to https://vanta.com/THEORY ********************************************************************** What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu ********************************************************************** LISTEN TO IMPACT THEORY & MINDSET PLAYBOOK AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices