Podcasts about Volatility

This week we covered the first week or so of Google's unusual ranking volatility only to see things spike up in a big way this week as well - something is up. Google's remedies are out for its ad tech monopoly ruling. Google has an AI contribution pilot for paying publishers...

In this episode of Before the Tipping Point, Lourdes welcomes back Philipp Hämmerli, Managing Director and Chief Investment Officer at Bonafide Wealth Management, for an investor-operator perspective on the seafood and aquaculture value chain.Together, they explore the “protein supercycle” and why affordability—not marketing—is increasingly shaping consumer choices. Philipp shares his view on value-added convenience, salmon demand, feed resilience during El Niño conditions, and the commercial prospects for novel ingredients such as algae oil.The conversation also examines how policy, permitting, energy costs, and geography could determine which aquaculture regions thrive over the next several years. Finally, they discuss the role of AI in improving farm efficiency—especially through better feed conversion—while recognizing that food security, farmers, and collaboration remain central to a sustainable seafood future.In this episode:Why seafood can remain an accessible, high-protein food optionConsumer downtrading, value-added convenience, and salmon demandEl Niño, fish-oil availability, and resilient feed strategiesAlgae oil, insect meal, and the scaling challenge for novel ingredientsLand-based aquaculture, regulation, and the outlook for Chile and North AmericaHow AI can improve feed conversion and aquaculture efficiencyWhy industry collaboration is essential to sustainable growthLearn more about Bonafide Wealth Management at bonafide-ltd.com.This episode is for informational purposes only and should not be considered investment adviceSupport the show

No amount of demand can create more Bitcoin. Not Elon. Not Trump. Not the US military. Nobody.In this lesson, Jack breaks down Bitcoin's most powerful feature: absolute scarcity. When demand rises and no one can mine more, print more, or manufacture more the only way supply meets demand is through a higher price.Join the revolution: https://strike.me/Chapters: 0:00 — No amount of demand can create more Bitcoin0:48 — Everything else has elastic supply1:50 — How price discovery actually works5:07 — ETF demand and the scramble for scarce assets5:51 — Holders set the price7:17 — Monetization and the great wealth transfer8:55 — Stay humble, stack sats, hodl11:10 — Volatility is the price of admission

Jason England believes the 25 bps interest rate hike from the Fed's September meeting is warranted given the FOMC's prior 75 bps worth of cuts. He believes this hike gives Fed Chair Kevin Warsh some slack to reclaim the committee's 2% inflation target. That said, Jason says the Fed funds rate is much higher than it should be. He weighs on how lasting volatility will continue to hit equities and bonds alike as Warsh and company weigh a "tough" tentative rate hike in October. ======== 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

U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the resilience of the global travel industry and why recent volatility in airline and tourism stocks may present a compelling investment opportunity. Holmes noted that while airline shares have faced pressure from geopolitical tensions and rising fuel costs, underlying travel demand remains robust. He pointed to strong passenger traffic and full flights as evidence that consumer appetite for travel continues to outweigh broader market concerns. “The numbers are coming out, Steve, and they're quite dramatically more positive than the negative sentiment,” Holmes said, adding that airlines have largely been able to pass higher fuel costs on to travelers without significantly impacting demand. The discussion focused on the company's TripETF and broader trends across airlines, hotels, cruises, and tourism-related businesses. Holmes highlighted continued strength in international travel demand, particularly between North America, Europe, and Asia, despite ongoing geopolitical disruptions in parts of the world. He also pointed to surging demand for tourism experiences globally, noting that destinations such as Machu Picchu and several major European museums have introduced visitor limits due to overwhelming tourism volumes. According to Holmes, luxury hotels continue to demonstrate strong pricing power, reflecting sustained consumer willingness to spend on premium travel experiences. Holmes added that the upcoming 2026 FIFA World Cup is expected to provide a major tourism and hospitality boost across Canada, United States, and Mexico. The interview also touched on challenges facing Spirit Airlines, including operational issues tied to aging aircraft fleets, rising energy prices, and customer service concerns. However, Holmes maintained that the broader travel sector continues to appear attractive from a valuation standpoint, suggesting that TripETF may represent one of the more undervalued opportunities in the market based on earnings and cash flow metrics. #proactiveinvestors #usglobalinvestorsinc #nasdaq #TravelETFs #TRIPETF #FrankHolmes #USGlobalInvestors #AirlineStocks #CruiseStocks TravelIndustry #Airlines #Tourism #TripETF #Investing #Hospitality #TravelStocks #MarketOutloo

James Demmert says economies across the world are seeing interest rate hikes, not just the U.S. He believes the Fed remains firm on pulling inflation down to 2%, something he doesn't expect incoming inflation data to change. Despite inflation challenges, James makes the case for a fourth-quarter rally, bolstered by AI growth, to close out 2026. James sets a year-end target of 8,100 for the S&P 500 (SPX). ======== 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

Today's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show's weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&P finished down about 0.5% with semiconductors down 5.6%, tied to a weekend letter from Anthropic CEO Dario Amodei urging major AI labs to slow development and seek regulation, with support from Elon Musk, Sam Altman, and Google's AI leadership. Bahnsen notes heightened volatility, a brief 10-year yield move above 5%, and sector performance led by communication services while technology lagged. He says credit spreads remain benign but will be key to watch. He covers August CPI (0.4% headline, 0.3% core), elevated PPI (5.4% y/y), tanker shipping up ~300% amid Red Sea/Strait of Hormuz disruptions, cooling housing markets, the Fed meeting with an 86% implied hike probability, and WTI crude above $100 after a Saudi pipeline shutdown. 00:00 Welcome Back Monday 01:08 Program Cadence Explained 03:24 Market Selloff Recap 04:30 Anthropic AI Warning 07:28 Volatility and Credit Signals 09:05 Policy and AI Regulation 09:45 Inflation CPI and PPI 10:55 Shipping and Housing Cooling 12:04 Fed Meeting Rate Decision 13:18 Oil Surge and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This week, Phil discusses market volatility, potential investment opportunities, and shares his personal experience on 9/11.

☀️ Super El Niño, AI and water scarcity: The investment trends that could reshape the ASX❓ Question:How could a potential Super El Niño, rising temperatures and the rapid expansion of AI data centres create new investment opportunities and risks for investors over the coming decade?✅ Answer:According to Claudia Kwan, managing partner and portfolio manager at North Star, investors are entering an unprecedented period where climate change, extreme weather patterns and AI-driven infrastructure demand are colliding. A potential Super El Niño could affect water availability, energy demand, supply chains, commodity prices and capital allocation decisions across the economy. Kwan believes investors who understand these interconnected trends will be better positioned to identify the next generation of winners, while those relying solely on traditional investment metrics may miss significant opportunities.

Artificial intelligence has created huge opportunities for investors, but also significant volatility. In this episode of Signals & Noise, Michael Youngworth, Head of Global Convertible & Preferred Strategy at BofA Securities, explains why convertible bonds may offer a compelling way to participate in the AI theme without taking on the full volatility of common stocks. Youngworth breaks down how convertibles work, why they have become a key source of financing for AI infrastructure, data centers and hyperscalers, and how roughly one-third of the convertible market is now linked to the AI trade. He also discusses the asset class's unique combination of equity participation, downside support and embedded volatility exposure, as well as why recent market weakness has created a more attractive entry point. For investors who believe in the long-term AI buildout but are concerned about valuations, timing and drawdowns, convertibles may offer a different way to stay invested while potentially smoothing the ride.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Volatility wakes up from its late-summer slumber on this episode of Volatility Views as Mark Longo and Russell Rhoads break down a surprisingly active stretch across the volatility markets. VIX briefly pushed above 18 before retreating, VIX options volume came roaring back, traders targeted everything from near-term puts to triple-digit VIX calls, and the volatility futures curve offered some interesting clues about what the market expects next. Plus, Russell breaks down some fascinating VIX weekly trades, including one that landed almost perfectly at settlement, we examine the latest action in SVIX, UVIX, UVXY and VXX, and Mark celebrates a rare two-week Crystal Ball bullseye after nearly nailing the VIX level from the previous episode.

Kevin Green takes investors through price action hitting the energy space after a key Middle Eastern oil pipeline was reportedly struck. Crude oil slid below $100 in the premarket but KG warns that can spike again at a moment's notice. In equities, Oracle (ORCL) showed its CapEx story is starting to show returns after topping earnings estimates and raising fiscal 2027 guidance. Adobe (ADBE) is seeing a much different reaction. ======== 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

Why are bond yields moving higher, and what could that mean for investors? Rising Treasury yields can influence borrowing costs, economic growth, stock valuations, and bond prices. Lance Roberts & Jon Penn break down what may be driving yields higher, what the bond market could be signaling, and how changing interest rates can work their way through the economy and financial markets. For investors, the key may not simply be how high yields rise, but understanding what is causing them to move higher. 0:00 INTRO 0:53 - ADP, PPI CPI Previews 1:34 - Meh Market: Don't do anything yet 6:03 - Mid-Terms are up in the air 6:57 - Oil Prices & Inflation 8:06 - Volatility remains compressed 9:53 - Labor Day & Refrigerator Raids 10:30 - What do higher interest rates mean for economy, portfolios? 12:52 - What the Fed really controls 14:53 - There's Good Inflation & Bad Inflation 16:27 - Interest Rates, Debt, & Deficits 17:53 - The Math of Term Premiums 20:15 - When a Treasury Matures (is there any risk to not being bought?) 22:38 - Rates are Returning to Normal 24:17 - The Example 27:35 - The Discount Rate 28:59 - The Rate of Change in Interest Rates 30:34 - When Will interest Rates impact Equity Markets? 32:15 - Are Higher Rates the New Normal? 34:09 - It's Okay to Own the Long End of the Curve 37:54 - The Irony of Higher Interest Rates 38:53 - Debt, Deficits, & Demographics 40:18 - Crises Without a Clock are Useless 42:20 - The Thing About Upside-down Bonds (and loss aversion) 45:30 - Just because you take a loss... Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jon Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: "When Doing Nothing Wins:" https://youtu.be/XWj6ghN3obM -------- Watch our previous show, "Is Inflation Data Getting It Wrong? - Oliver Rust Interview " https://youtube.com/live/603EdhToXq8?feature=share ------- Articles mentioned in this report: "Yield Curve Tells Us More Than We Think" https://realinvestmentadvice.com/resources/blog/earnings-mean-reversion-when-estimates-snap-back/ "Normal Interest Rates: What The Debt Panic Gets Wrong" https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/ "Druckenmiller Warning: The Bond Market Already Priced It" https://realinvestmentadvice.com/resources/blog/druckenmiller-warning-the-bond-market-already-priced-it/ "Investing Myths Dismantled (Chapter 4 of 5)" https://realinvestmentadvice.com/resources/blog/investing-myths-dismantled-chapter-4-of-5/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next in-person Retirement Income Workshop, "Saturday, September 19, 2026: https://tracking.realinvestmentadvice.com/l/1052953/2026-06-17/2kkcz --- 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/ #StockMarket #Investing #MarketOutlook #OilPrices #PortfolioRisk

Convexitas's Zed Francis analyzes the unusual divergence between historically low index volatility and elevated single-stock volatility, particularly in the semiconductor sector. He warns of a "coiled spring" effect in index volatility and cautions that private credit markets could be the trigger for the next volatility shock.======== 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

Matthew Coller (in for Henry Lake) talks with Carmen Vitali from FOX Sports Radio about her love for the NFC North, who she likes this season, and more.

Brian Szytel recaps a strong Thursday rally in risk assets after a modestly positive prior session, citing improved market breadth, dovish comments from Fed Governor Waller, slightly lower rates, and reduced September hike odds from 68% to 50/50 amid a split committee, easing inflation, and a normalizing labor market; he also notes political sensitivity ahead of November midterms. The Dow rose 624 points, the S&P 500 gained 1%, and the Nasdaq rose 1.4%, with strength in mega-cap tech and semis. He highlights wide sector dispersion (88% of financials above the 200-day vs. 94% of semis down 20% from highs), low volatility and shallow drawdowns, and historically positive 12-month periods after midterms. Economic data were solid: jobless claims 206K, ISM services 55.4, and a slightly narrower July trade deficit. He addresses a question on Trump Media's Truth API, arguing it's ethically questionable but not a major market needle-mover for long-term investors, and signs off ahead of Labor Day weekend. 00:00 Market Rally Recap 00:26 Fed Talk and Rate Odds 02:30 Sector Dispersion Signals 03:04 Volatility and Midterm Patterns 04:28 Economic Data Scorecard 05:00 Truth API and Trading Edge 06:53 Wrap Up and Weekend Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Sam Callahan, director of Bitcoin strategy at OranjeBTC, explains his take on the cryptocurrency's resurgence as it crosses back above $80,000. As he states, "pay attention to currency dynamics" and how moves in the U.S. dollar affect cryptocurrencies. Sam sees a similar dynamic between Bitcoin and U.S. policy. Like gold, Sam expects volatility in the crypto space to subside as more institutions increase exposure.

Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of a pullback. Stocks on Andrew's buy list include Apple (AAPL), Netflix (NFLX), and TJX Companies (TJX). ======== 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

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic forces at play between monetary policies and fiscal policies, both domestically and internationally. This is accented by the geopolitical ramifications on the inflation outlook, especially as it relates to the energy sector via rising oil and diesel price trends.  We also get John's outlook on key metals like copper, gold, silver and what kinds of resource stocks that he is animated by in this environment.   We start off dissecting the opposing policy initiatives and stated goals of fiscal policy from the US Treasury Department, versus the monetary policy approaches and messaging by the Federal Reserve.   US Treasury Secretary, Scott Bessent, recently showed a bit of desperation by intervening in the Japanese Yen in early August to stave off potential runs on US treasuries, and tried to intervene in long-dated bonds, to try and bring down the long-end of the yield curve. Kevin Warsh roiled markets some in late August, where his remarks from the Jackson Hole banking symposium were taken as hawkish by the markets, where he has signaled being open to hiking rates to fight the effects of persistent inflation above their stated goal. John points out the incoherent approach in the US between these 2 opposing forces.   Next, we got John's take on the energy sector, in lieu of continued conflict in the Middle East and Persian Gulf, and how it may play into rising inflation.   John points out how diesel prices are woven into the fabric of everyday life through freight, manufacturing, farming equipment, and how the record crack spreads from refining are going to result in higher inflation metrics.   At the same time the US is having a “war of choice” that is causing inflation in the form of higher oil prices and higher crack spreads on diesel pricing; the Fed is still considering hiking rates to fight inflation. Those 2 forces could lead to a recession if the trends don't change in the near-term.   This leads into the observation of the continued strength in the copper price, holding up near all-time highs, despite what should be macroeconomic and geopolitical headwinds.   John shares why he remains longer-term bullish copper price appreciation due to the compelling supply/demand fundamentals. He also shares why he is short-term constructive on copper producers and key junior development assets that may become acquisition targets by the senior companies. The caveat John mentions is the unknowable nature of the medium-term. If there is an economic recession brought about by the softening in AI data center buildouts, or a rolling over of the lofty valuations in US equities, then this could also still pressure copper and copper stocks to the downside.   Wrapping up, we review the strong financial health of the gold and silver producers and highlight that metal producers will need to look to growing production through purchasing more mineral inventories in the ground via advanced development projects or currently producing assets.   PM producers and royalty companies just reported a great Q2 earnings season in August, continuing to highlight increased revenues and rising cashflows, despite many companies seeing flatlining or even declining production metrics. The strong metals prices have been seemingly more germane to earnings than strong fundamental growth has been. Cashed up gold and silver producers will eventually need to replace their depleting reserves, so the environment is present to start seeing more mergers and acquisitions for the balance of this year and next.     Click here to follow John's analysis and articles over at Substack     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Send us your thoughts!Batteries are emerging as one of the big winners from Europe's increasingly volatile power markets.In this episode, we look at how huge amounts of solar generation are driving down midday power prices before sharp evening peaks create opportunities for battery storage.The discussion explores who profits from these price swings, whether batteries could begin to displace gas-fired generation, the shift towards larger and longer-duration storage, and whether a rapidly expanding battery fleet could eventually flatten the very volatility it profits from.We also look ahead to what Europe's battery boom could mean for power prices, grid investment and the shape of the energy system by 2030.Host: Snjólfur Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:Julia Demirdag – Germany Correspondent, Montel NewsFintan Devenney – Market Expert, MontelBeatrice Petrovich – Senior Energy Analyst, Europe, EmberErik Strømsø – CEO, BW ESSEditor: Alexandra CarlonProducer: Alexandra Carlon#BatteryStorage #BESS #EnergyStorage #PowerMarkets #EnergyMarkets #SolarPower #RenewableEnergy #Gas #EnergyTransition #Europe

Today, we look at the hefty risk-off tone across markets, if with a few notable exceptions, as risk assets are justifiably spooked by the further ramping in global bond yields. We argue that the situation feels like it has entered a zone of instability that could see volatility rising further in the near term, not that it has risen that much yet. Elsewhere, a lot of macro and FX coverage, especially on the aggressive spike in front-end Japanese rates to price in a more hawkish BoJ, and yet the yen is sluggish in its response. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Ole's latest piece pointing out that many integrated oil majors have outperformed many of the top market cap companies and AI hyperscalers on both 1-year and 5-year time horizons. A Reuters article says G20 should consider raising trade barriers to China for its unfair policies. This sparked an great conversation on X between Steve Hou and the WSJ's Greg Ip on the nature of the US-China relationship and the utility of pursuing a Chinese currency revalution (higher) after Greg Ip wrote an op-ed in favour of the world forcing a CNY reval.  Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

JAY TRUITT BREAKS DOWN BEEF REGULATION, FOOD SAFETY, AND THE TRUTH ABOUT COUNTRY OF ORIGIN LABELING Jay Truitt joins Trent Loos from Texas for a deep dive into food regulation, deregulation, and food safety in America's beef industry. The two tackle Donald Trump's controversial comments about…

Charles Schwab's Jim Ferraioli does not expect to see typical seasonal weakness in Bitcoin's price action due to its long flush and subsequent rebound. So where will prices move from here? Jim looks into crypto inflows in ETFs and other products, along with his technical analysis in Bitcoin, to explain where he sees the cryptocurrency moving in the final months of 2026. ======== 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

Welcome to the VRA Investing Podcast with Kip Herriage! In today's episode, Kip Herriage dives into the heart of September market seasonality, why bearish headlines shouldn't shake your confidence, and why he sees a “melt-up” rally ahead into the midterms and beyond. He unpacks key earnings reports from Dell and Nvidia, explains the importance of liquidity signals under the surface of the market, and reflects on global economic trends—highlighting the failures of globalism and the power of America First. With insights into gold, silver, energy, and leveraged ETFs, plus a candid take on financial media and contrarian investing, Kip Herriage delivers actionable market commentary you won't want to miss. Let's jump in!

Chris Versace shares a cautious view on September trading that many peers on Wall Street have due to mounting geopolitical risk. Comments on inflation last week from Fed Chair Kevin Warsh will also have Chris keeping a close eye on how upcoming inflation data will shape the FOMC's interest rate outlook. However, he sees buying opportunities ahead, outlining key levels to mind in the S&P 500 (SPX). Chris then shares his expectations for Apple's (AAPL) "Surprise and Shine" event.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

This month on Last Call, Kevin Muir, Aahan Menon, Ben Hunt and Brent Kochuba break down the market through four lenses: macro, inflation data, narrative and options positioning. They examine whether midterm election volatility is underpriced, why inflation may be more demand-driven and persistent than headline data suggests, how the Fed's credibility has shifted under Kevin Warsh, and why options markets still look remarkably complacent.Follow Last Call on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Last Call on Apple Podcasts⁠Topics coveredWhy ending Fed forward guidance could create more uncertainty around interest rate decisionsKevin Muir's case that midterm election volatility is unusually cheapWhy seasonal volatility, low implied correlation and election risk may favor owning protectionAahan Menon on inflation breadth and why 70 to 80 percent of PCE components are above the Fed's 2 percent targetWhy demand-driven inflation may be stickier than supply-driven inflationHow oil shocks can feed into core inflation and increase pressure on the Fed to hikeBen Hunt on the sudden collapse in the Fed credibility narrative and why gold has respondedThe four risks facing the Fed and Treasury: oil, fading fiscal stimulus, insurance and private credit stress, and the long end of the Treasury curveBrent Kochuba on why implied volatility and put positioning show a market with very little fearNvidia options positioning, potential resistance near 250 to 275, and what dealer gamma says about the stockStanley Druckenmiller's AI-written Wall Street Journal op-ed and what AI-assisted writing means for investment thinkingTimestamps00:00 Midterms, inflation, Fed credibility and options complacency07:45 Kevin Muir on why midterm volatility may be underpriced11:55 Why this midterm could be more volatile than the options market expects16:36 Cheap volatility and how election risk could get repriced20:39 Inflation breadth and why the headline numbers miss the bigger problem25:43 Why cooling inflation data may hide persistent demand-driven pressure33:31 Ben Hunt on why the Fed credibility narrative suddenly reversed40:01 Four risks the Fed and Treasury cannot afford to ignore44:43 What the options market says after Jackson Hole49:10 Why Fed events can become an expensive options tax53:14 Why falling volatility could help stocks push toward new highs57:34 Druckenmiller, AI-written investment commentary and authenticity01:01:53 Why writing is part of thinking in an AI worldLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

September arrives with markets under pressure, volatility unusually compressed, and the S&P 500 testing key technical support. With earnings season over and economic data taking center stage, investors could face a more challenging stretch as momentum stocks weaken and midterm election uncertainty approaches. Lance Roberts examines the market's sell signal, the potential for a pullback toward the 50-DMA and 100-DMA, and why the 7,500 area could become important support. With rapid market rotation making risk management more difficult, maintaining a cash buffer, managing bond duration, and avoiding emotional investment decisions could be increasingly important as September volatility returns. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/6e-dFR8sjyc --- Articles mentioned in this report: "Druckenmiller Warning: The Bond Market Already Priced It" https://realinvestmentadvice.com/resources/blog/druckenmiller-warning-the-bond-market-already-priced-it/ "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SeptemberMarkets #MarketVolatility #Investing #RiskManagement

In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to review the strong August rebound across the precious metals complex and discuss what lies ahead as markets transition into September. August Rally & Jackson Hole Reactions: Reviewing the sharp turnaround across gold and mining shares, the market's initial reaction to recent Federal Reserve rhetoric, and why macroeconomic data will ultimately drive policy over speeches. Technical Support & Pullback Dynamics: Evaluating whether recent market softness is simply a healthy consolidation after overbought conditions, along with key moving averages and support levels to watch in gold and producer ETFs. Silver's Relative Lag & Long-Term Upside: Analyzing silver's performance relative to gold, copper, and major producers, while examining historical cycles to gauge realistic expectations for the metal through year-end. COT Positioning & Upcoming Catalysts: Breaking down the latest Commitments of Traders data, institutional sentiment shifts, and how upcoming U.S. employment prints could shift expectations ahead of the next FOMC meeting.   Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The Money Wise Guys are back this week with plenty to unpack as investors digest another round of economic data and renewed questions about where interest rates may be headed. On Wall Street, the Dow gained 0.5%, the S&P 500 rose 0.5%, and the Nasdaq climbed 0.8% for the week. Year to date, the Dow is up 11.4%, the S&P 500 is up 12.7%, and the Nasdaq is up 13.6%. Much of the week's attention centered on the Jackson Hole Symposium, PCE inflation data, and the market's reaction to Federal Reserve Chairman Kevin Warsh's comments. While markets interpreted his remarks as hawkish and expectations for a potential September rate increase moved higher, the team questions whether another hike is actually warranted. They look at historical PCE averages, today's inflation environment, and why investors shouldn't allow every Fed comment or short-term market reaction to dictate their decisions. From there, the conversation shifts back to what the guys believe investors should be watching: fundamentals. With 97% of S&P 500 companies having reported second-quarter results by August 28, they point to positive earnings and revenue surprises as signs of underlying corporate strength and make the case for focusing on quality companies rather than short-term headlines. Their broader message is to dig deeper: know what you own, understand what you're paying, ask who is actually making the investment decisions, and don't assume a more complicated portfolio is automatically a stronger one. Fed Talk Fuels Volatility The Federal Reserve doesn't have to actually change interest rates to move the markets. Sometimes a few words are enough. When Fed officials sound more “hawkish,” meaning they appear more willing to keep rates higher or raise them to fight inflation, investors quickly adjust their expectations for where rates may be headed. That can push Treasury yields higher and put pressure on rate-sensitive areas of the market, particularly higher-valuation technology and growth stocks. That's essentially what played out following the Jackson Hole comments discussed on this week's show, as markets reacted to the possibility that rates could remain higher or even move higher from here. For long-term investors, the important part is separating that immediate reaction from what's actually happening underneath the market. Fed policy matters, but so do earnings, valuations, economic growth, and company fundamentals. A change in rate expectations can create short-term volatility without necessarily changing the long-term investment case for a fundamentally strong company. In the second hour, the Money Wise guys give listeners a peek into what Wall Street Won't Tell You. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The theta clock is ticking on the volatility markets! On this episode of Volatility Views, Mark Longo is joined by Brian Overby from OptionsPlaybook.com and Henry Schwartz from Cboe for a deep dive into a surprisingly quiet volatility landscape. With VIX dipping into the 14 handle and VVIX hovering near unusually low levels, has volatility simply gone to sleep for the dog days of summer—or is premium getting too cheap to ignore? The crew discusses whether this is an attractive time to buy volatility, why VIX spikes have become increasingly difficult to monetize, and how traders can potentially take advantage when those brief volatility explosions finally arrive. They also break down the VIX futures term structure, some massive VIX options positions and intriguing upside trades, plus the latest action in SVIX, UVIX, UVXY and VXX. Brian also shares an interesting options strategy in SpaceX before the crew heads into the Crystal Ball to forecast where VIX might be headed next. And somewhere along the way, Henry introduces what may be the next must-have accessory for every options trader—the Theta Clock.

The theta clock is ticking on the volatility markets! On this episode of Volatility Views, Mark Longo is joined by Brian Overby from OptionsPlaybook.com and Henry Schwartz from Cboe for a deep dive into a surprisingly quiet volatility landscape. With VIX dipping into the 14 handle and VVIX hovering near unusually low levels, has volatility simply gone to sleep for the dog days of summer—or is premium getting too cheap to ignore? The crew discusses whether this is an attractive time to buy volatility, why VIX spikes have become increasingly difficult to monetize, and how traders can potentially take advantage when those brief volatility explosions finally arrive. They also break down the VIX futures term structure, some massive VIX options positions and intriguing upside trades, plus the latest action in SVIX, UVIX, UVXY and VXX. Brian also shares an interesting options strategy in SpaceX before the crew heads into the Crystal Ball to forecast where VIX might be headed next. And somewhere along the way, Henry introduces what may be the next must-have accessory for every options trader—the Theta Clock.

As 2026 enters its final third, investors face an unusual combination of strong market fundamentals and several potential sources of volatility. In this episode, Tony Zabiegala and Derek Gabrielsen examine what has supported the market so far, including broader market participation, a rotation from growth toward value, and earnings and revenue growth. They also consider what could challenge that outlook, including Federal Reserve uncertainty, the midterm elections, geopolitical developments, energy prices, and the possibility that current earnings strength represents an unusually favorable environment. The conversation emphasizes diversification, appropriate risk tolerance, and maintaining a disciplined investment plan rather than reacting to momentum or attempting to move in and out of the market.

In "Scale or Fail: Navigating Trade Volatility for Emerging Brands", Joe Lynch speaks with President and CEO of the Americas region of GEODIS, Laura Ritchey, about how emerging brands can navigate trade volatility, manage inventory, and build scalable, resilient supply chains. About Laura Ritchey Laura Ritchey joined GEODIS in July 2025 as President and Chief Executive Officer (CEO) of the Americas region. Laura is responsible for overseeing the region's freight forwarding, contract logistics and transportation business units along with engineering and technology, IT, ProVenture (U.S.-based subsidiary of GEODIS focusing on industrial real estate) and Material Handling Resources (one of the country's leading material handling distributors owned by GEODIS). In total, Laura oversees GEODIS Americas' expansive operations including nearly 20,000 employees and more than 230 sites across eight countries. Laura brings over 30 years of experience to GEODIS, with 15 focused on supply chain management in both retail and third-party logistics. Laura began her career in finance before transitioning to supply chain operations, including sourcing, distribution and strategic transformation. Prior to her current role, Laura was most recently CEO at Radial, Inc., a leader in e-commerce fulfillment solutions, where she drove revenue growth and profitability through operational excellence. At Radial, she led the North American P&L for a $1.4B e-commerce logistics division, responsible for relationships with over 170 clients across four service lines. Before joining Radial, she held leadership positions at L Brands, FullBeauty Brands and Centric Brands. Laura is on the Dean's Advisory Council at Fisher College of Business at The Ohio State University and is an active board member of the Federal Reserve Bank of Atlanta's Nashville Branch. Additionally, she is actively involved with C200 whose mission is to inspire, educate, support and advance current and future women leaders. Laura earned her J.D., MBA and bachelor's degree from The Ohio State University. Additionally, Laura is accredited as a certified public accountant and admitted to the bar in Ohio. About GEODIS GEODIS is a leading global logistics provider acknowledged for its expertise across all aspects of the supply chain. As a growth partner to its clients, GEODIS specializes in four lines of business: Global Freight Forwarding, Global Contract Logistics, Distribution & Express Transport, and European Road Network. The Group operates a global network spanning nearly 170 countries and 48,000 employees. In 2025, GEODIS generated €10.6 billion in revenue. GEODIS is a company owned by SNCF group. Key Takeaways: Scale or Fail: Navigating Trade Volatility for Emerging Brands Beware the "10K Order Trap" During Rapid Growth: Scaling operations from 1,000 to 10,000 monthly orders often breaks a business before demand stalls. Emerging brands must build strong foundational supply chain building blocks early—such as maintaining clean master data (accurate dimensions and weights) and choosing a 3PL capable of global growth—to avoid costly operational failures when reaching inflection points. Adopt a Hybrid Inventory Strategy to Balance JIT and JIC: Shifting strictly between "Just in Time" (JIT) and "Just in Case" (JIC) risks either stockouts or trapped working capital. A balanced, hybrid approach—keeping adequate stock of fast-moving core basics while tightly controlling slow-moving seasonal items—helps protect cash flow without sacrificing availability. Re-evaluate the "Amazon Effect" and Recommerce to Protect Margins: High-speed, free shipping creates an illusion of necessity that drives up last-mile costs. Brands should focus on order delivery certainty over pure speed while implementing circular economy strategies (recommerce) to rehabilitate and resell returned apparel, which often recovers up to 95% of inventory value. Mitigate Sourcing Risks Beyond Single-Factory Bets: Diversifying supply chains requires going all the way back to raw material inputs rather than simply relocating assembly plants. Navigating evolving global tariffs requires nearshoring flexibility, dual-sourcing critical SKUs, and re-orchestrating supply chain flows across regional hubs. Understand True Landed Costs to Avoid Margin Shock: Delegating freight forwarding and customs clearance entirely to overseas manufacturers often leads to hidden markups and supply chain delays. Leveraging an end-to-end global provider with licensed customs brokerage capabilities ensures clear visibility into total landed costs and regulatory compliance. Leverage Global Scale with Curated, End-to-End Execution: Supported by a global network spanning nearly 170 countries, over 48,000 employees, and €10.6 billion (USD $12.35 billion) in revenue (2025), GEODIS provides emerging and established brands with an agile, end-to-end "launchpad for global growth" across contract logistics, freight forwarding, and transportation. Avoid the "Set It and Forget It" Supply Chain Mindset: Ongoing volatility, regulatory shifts, and geopolitical friction require continuous evaluation of supply chain networks. Taking a cautious, practical approach to emerging technologies like AI (for labor forecasting and route planning) ensures operational stability while safeguarding proprietary data. Learn More About Scale or Fail: Navigating Trade Volatility for Emerging Brands Laura Ritchey | Linkedin GEODIS | Linkedin GEODIS The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

With the United States' national debt now topping $40 trillion, Peter and Charlie discuss how we got here, whether we can grow our way out of it, what an actual debt crisis would look like and more. Plus, get their take on whether a U.S. debt crisis is a signal or just noise.

In this episode, Kyle sits down with Cam to break down another piece of his trading system: the RSI strategy.Unlike Gap and Go, which is built around momentum and breakouts, this setup is a mean-reversion strategy. The idea is simple: find strong stocks that are temporarily oversold, then look for the bounce.Cam walks through how he uses a two-period RSI, why he looks for signals below 10, and how he exits once RSI recovers. He also explains why this works better on large-cap, institutionally supported names (especially Nasdaq 100 stocks) and why it falls apart when applied to smaller, lower-quality names.The conversation also covers how RSI fits into a broader portfolio of strategies alongside Gap and Go, Close/Open, and Opening Range Break. Cam explains why diversifying by strategy can create a smoother equity curve, keep capital working in different market conditions, and reduce reliance on any single setup.They also get into the practical side: how to size the trade, why earnings create the biggest tail risk, whether stop losses help or hurt, how options can be used to define risk, what delta and expiration ranges make sense, and why selling puts may be another way to express the same idea.This episode is a deeper look at building a full trading system... Not just finding one setup but stacking strategies that complement each other.Chapter Timestamps:00:00 — Why Diversifying Strategies Matters00:49 — RSI Strategy Overview and Where the Signal Comes From03:22 — Close/Open, Overnight Returns, and Unused Capital05:17 — Applying RSI to Individual Stocks06:30 — Entry and Exit Rules for the RSI Setup07:35 — Why RSI Works Better on Large-Cap Names09:27 — Filters: Nasdaq 100, 200-Day Strength, and Moving Averages10:40 — Strategy Diversification: Gap and Go, Close/Open, and RSI13:19 — Choosing Between RSI and Gap and Go15:24 — Managing Risk Without Traditional Stop Losses18:31 — Coca-Cola Example: RSI Signal, Options, and Rolling Winners20:10 — Using Options to Define Risk24:06 — Volatility, IV Crush, and Selling Puts27:12 — Backtesting, Survivorship Bias, and AI29:15 — Sizing Correctly, Avoiding Earnings, and Final RulesSponsors:Our podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**To contact us, you can email us directly at bandoftraderspodcast@gmail.comCheck out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Cam:‍ ‍Cam is a Navy veteran & management consultant turned 8 figure investor & trader. Trading let him retire at 35 & be able to support and provide for his family forever. Now he wants to help others escape the financial system and live the way we were meant to live: free. His system is a rule-based design that can be used for long term investing, swing trading or option selling on any schedule.Follow Cam on TwitterSub to Cam's YouTube for More!Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

(4:00) Nation warming up to Ashton Daniels? (9:00) Season could be extremely volatile (23:00) Norvell in his element? (25:00) Grading success for 2026 (37:00) Is the defense good enough? (41:30) Are we harping too much on depth? (51:30) Portal was crazier than we understood (59:00) Tommy to Texas Tech? Music: Ludacris - Blow It Out Follow CumminsLifestyle on IG   batesautodetailing.com (904)-855-7510 Polymarket app. $20 bonus for a $10 deposit upon sign up with code On3. 18+ Only. Restrictions and eligibility requirements apply. Not available in all jurisdictions. Trading is risky. 100% loss can occur. See polymarket.com/tos for more information. The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(4:00) Nation warming up to Ashton Daniels? (9:00) Season could be extremely volatile (23:00) Norvell in his element? (25:00) Grading success for 2026 (37:00) Is the defense good enough? (41:30) Are we harping too much on depth? (51:30) Portal was crazier than we understood (59:00) Tommy to Texas Tech? Music: Ludacris - Blow It Out Follow CumminsLifestyle on IG   batesautodetailing.com (904)-855-7510 Polymarket app. $20 bonus for a $10 deposit upon sign up with code On3. 18+ Only. Restrictions and eligibility requirements apply. Not available in all jurisdictions. Trading is risky. 100% loss can occur. See polymarket.com/tos for more information. The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer-2

Jay Woods sees seasonal headwinds "putting a damper on the rally" in the coming weeks. One corner of the market struggling to find its footing: AI chips as Nvidia (NVDA) earnings loom. Jay tells investors to brace for volatility but remains confident in long-term AI trends. Software is gaining traction, as Jay highlights bullish technical trends in Salesforce (CRM) and CrowdStrike (CRWD) — both of which report earnings this week.

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer-2

The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world's largest company gears up to report earnings on Wednesday, and Bernstein analyst Stacy Rasgon lays out what investors need to hear from the chipmaker. Plus, Bitcoin's big bounce, the hype over perpetual futures and Ross Stores rings up big gains. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer

On this episode of Volatility Views, host Mark Longo is joined by Russell Rhoads, Mark Sebastian, and Jim Carroll to ask whether the volatility market is practically daring traders to sell vol. The crew breaks down a wild week featuring Treasury intervention, Scott Bessent's message to the bond market, and the growing debate over whether a "Bessent put" is helping keep volatility contained. With VIX struggling to gain much traction and the VIX futures curve sitting in healthy contango, is the market signaling that short vol is still the place to be—or is complacency setting traders up for a surprise? They also dig into the latest VIX options activity, including massive VIX rolls, heavy upside call trading, the continuing fascination with cheap VIX puts, and some unusual trades way out on the volatility curve. Plus, the team checks in on SVIX, UVIX, UVXY and VXX, examine an earnings season where realized moves have finally fallen short of expectations, and look ahead to Nvidia and the potential volatility catalysts waiting around the corner.

Kevin Rich says an upward-sloping yield curve isn't an outright negative signal for Wall Street, even if it does ring alarm bells for investors. He discusses the dynamics he sees the move creating for the weeks and months ahead as the Fed is "filling sandbags" ahead of Jackson Hole. "We could be in for a choppy few weeks," says Kevin, as the FOMC plot out its path for interest rates as inflation and jobs data show signs of divergence. ======== 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

As the 30-year Treasury yield hits levels not seen since 2007, Chris Vermeulen talks about the macro risks investors should be watching. He discusses how the volatility in bonds will continue to shape price action across commodities and equities like the U.S. dollar, Bitcoin, gold and silver. Chris points to opportunities he sees in metals and crypto by highlighting certain ETFs.======== 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

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer

Brian Mulberry says there's lots of trading opportunity across the AI hardware space. He highlights SanDisk (SNDK) as a name he likes due to its upside earnings potential despite the downside price action across the memory space. ======== 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

Stocks are back near record highs, the trend remains bullish, and market breadth is strong. But after a powerful run, the S&P 500 is stretched well above its major moving averages, while investor sentiment and money flows have reached extreme levels. Lance Roberts reviews Yen Intervention Narrative amd examines what is driving the rally, why retail investors are piling back into previously beaten-down trades, and whether strong earnings, buybacks, and broad participation can keep markets moving higher. Rebalancing, taking profits in oversized positions, and maintaining discipline may be more important than trying to squeeze every last percentage point out of the rally. 0:00 INTRO 0:54 - 20-Weeks Until Christmas & Pumpkin Spice 2:00 - Target, WalMart, & Retail Spending 6:59 - Markets Post Third Week of Gains 9:54 - Volatility & Risk/Reward 13:07 - Your vs You're & UR 14:45 - Yen Interventions & Dollar Swaps 19:48 - The 2011 Japan Crisis 28:49 - Do You Chase this Rally? 34:04 - Money Flow & Market Breadth 38:54 - What You Should Do Next Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Is the Market's Risk-Reward Getting Worse? https://youtu.be/zadlkEF7iN0 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/c44_giKICEY?feature=share ------- Articles mentioned in this report: "Yen Intervention Narrative: What's True And Not" https://realinvestmentadvice.com/resources/blog/yen-intervention-narrative-whats-true-and-not/ "Record Highs: Should You Chase The Rally?" https://realinvestmentadvice.com/resources/blog/record-highs-should-you-chase-the-rally/ "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ -------- Watch our previous show, "The Retirement Magic Number Trap" https://youtube.com/live/vjIZ60E3B0I?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #Investing #SP500 #MarketOutlook #PortfolioManagement #MarketRally #SP500 #YenIntervention

Niels Kaastrup-Larsen is joined by Andrew Beer and Tom Wrobel to examine a remarkable period for systematic investing. They discuss how CTAs have navigated volatile moves across equities, commodities, currencies and rates while preserving strong gains, and why diversification has been central to that resilience. The conversation explores leverage, the renewed interest in managed accounts and portable alpha, alongside the growing distinction between trend and non-trend strategies. They also challenge the traditional framing of CTAs as crisis alpha, debate whether greater complexity actually improves returns, and examine the difficulties investors face when selecting managers and benchmarking an industry where yesterday's winners may not remain tomorrow's leaders.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Follow Tom on LinkedIn.Episode TimeStamps: 00:00 - Introduction and eclipse mania02:57 - Volatility, valuations and a changing market environment06:22 - Trend Barometer falls as opportunities narrow08:21 - How CTAs have navigated 202610:10 - An extraordinary year for systematic investing14:07 - Yen intervention and CTA resilience17:11 - Trend versus non-trend performance22:20 - August performance and the systematic landscape24:48 - Active commodity strategies versus traditional CTAs29:39 - Situational Awareness and the risks of leverage32:14 - Managed accounts, capital efficiency and risk control37:49 - Are systematic strategies becoming over-engineered?42:45 - The growing divide between trend and non-trend CTAs50:34 - Reframing trend following as all-weather alpha55:07 - Why the crisis alpha narrative can be misleading01:04:06 - The hidden challenges of CTA benchmarks01:12:12 - Manager selection and diversification across CTAs01:14:15 - Does non-trend really improve a CTA portfolio?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

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