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Every weekday our global network of correspondents makes sense of the stories beneath the headlines. We bring you surprising trends and tales from around the world, current affairs, business and finance — as well as science and technology. Hosted on Acast. See acast.com/privacy for more information.
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99% Invisible

Roman Mars

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Design is everywhere in our lives, perhaps most importantly in the places where we've just stopped noticing. 99% Invisible is a weekly exploration of the process and power of design and architecture. From award winning producer Roman Mars. Learn more at 99percentinvisible.org.
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Business Breakdowns

Colossus | Investing & Business Podcasts

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Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
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Get a daily burst of illumination from The Economist’s worldwide network of correspondents. Our reporters dig past the headlines to get to the stories beneath—and to stories that aren’t making headlines, but should be. A unique perspective on the issues and events shaping your world. Sign up for Economist Podcasts+ at http://www.economist.com/podcastsplus-intelligence. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For ...
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Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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The Broker Daily Podcast Network provides insights and analysis of the biggest themes shaping Australian mortgage distribution. In Broker Daily Uncut join Phil Tarrant and Alex Whitlock each Monday afternoon as they delve into the headlines and developments affecting mortgage distribution and mortgage broking.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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Broker-to-Broker

AIME Association of Independent Mortgage Experts

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Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join host Marc Summers, AIME President of Membership, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!
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Developing your knowledge to help you build a successful Mortgage Broker business. Craig Skelton shares his thoughts and experiences on all aspects of mortgage advice covering everything from operating in the banking world, estate agency based advisers all the way up to working as a self employed broker. He will be joined by experts from within the industry and other business sectors which all play a key part in becoming a successful mortgage broker in the modern world.
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Spot's new podcast, “More Than a Broker,” is hosted by Spot Co-founder, Andrew Elsener. This podcast features interviews with industry experts and explores the latest trends and challenges in the freight transportation industry.
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REAL AF with Andy Frisella

Andy Frisella #100to0

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Entrepreneur Andy Frisella and his guests discuss, debate, and laugh their way through trending topics and hot-button issues. (This is also the home of Andy's other show, the top-ranked MFCEO Project Podcast)
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Insurance Broker and Consultant Supporting Business Owners

Clarence Nappier, Insurance Broker & Consultant

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Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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Welcome to the Land Broker Insider! We exist to help accomplish your goals through land ownership. On this show, host Kasey Mock will interview experts from the world of land ownership. From finance, title and legal, to oil and gas, land management, conservation and more: We want to share as much knowledge possible through stories of adventure in the outdoors. Go Get em! Land Broker Insider is presented by The Mock Ranches Group at Keller Williams International, 2018 National Recreational La ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Top Real Estate Brokers from around the country share their knowledge about running a successful real estate office. We will also speak to some of the most successful real estate agents in the country to find out just what makes them so great and how they achieved their success.
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Welcome to The Deal Closers Podcast - a show about how to build your ecommerce business to be profitable, scalable, and one day, even sellable. Hosted by Nate Lind from WebsiteClosers.com, and produced by Earfluence. Hosted on Acast. See acast.com/privacy for more information.
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Angry Mortgage

Ron Butler

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Angry Mortgage is a popular podcast hosted by Ron Butler, where he discusses current events and trends in the mortgage industry. Ron is known for his candid and passionate style, often using colorful language and profanity to express his opinions. He covers a range of topics, from the latest developments in mortgage rates to the inner workings of banks and lenders. The show is geared towards both individuals and businesses looking to stay informed and up-to-date on the latest news and trends ...
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FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
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At Vantage our passion is to celebrate one of the most overlooked jobs in the world, that of a business owner. If you are one and are just starting to entertain selling, listen to the Vantage podcast, "SELL-EBRATE! Successfully Exit Your Business". We give tips on selling your business and interview business owners about the challenges & successes they had selling. If you have a story and would like to be a guest visit us at TheVantageBrokers.com
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The FreightCaviar Podcast interviews founders, executives, and decision-makers in the freight and shipping industry. New episodes are released every Monday at 5 a.m. CT and are available on YouTube, Spotify, and Apple Podcasts. Also, subscribe to our free freight broker newsletter on FreightCaviar.com.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Broker Brett Radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, sports and more. Some content reshared from Insurance Nerds as well, InsNerds.com. [email protected] is a great way to connect if you want to talk shop or join me on the show.
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IBBA Insights

IBBA - International Business Broker Assoication

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Geared to business brokers and business buyers and sellers, "IBBAinsights" podcast offers fascinating stories, helpful tips and insightful tales from experts in the business buying and selling industry. Listeners in other industries, such as sales, marketing, finance or legal, will also find this podcast entertaining and insightful. Stay tuned for episodes including: "Myths and Misconceptions About Buying a Business," "Blindsided: Surprising Reasons Deals Don't Close" and "Deal or No Deal: W ...
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I Love Mortgage Brokering

I Love Mortgage Brokering

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There is no problem that you’re facing in your mortgage business that someone else hasn’t already solved. Smart, successful people know the best solutions come from making mistakes along the way. (They don’t need to be YOUR mistakes.) Since launching in July 2014, the ILMB podcast has hit the mortgage industry by storm, inviting top-producing mortgage brokers across the country to share their best tips, tricks, and stories with listeners. With over 500 episodes, 1+ million total downloads, a ...
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WHAT THE TRUCK?!?

FreightWaves

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WHAT THE TRUCK?!? is FreightWaves' irreverent award-winning podcast breaking down the biggest stories in transportation and logistics. WTT?!? is all about the people that make freight move. On the show you'll hear from founders, CEOs, VCs, truckers, brokers, and influencers. Join the industry three times a week on FreightWavesTV and podcast players everywhere.
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Freight 360

Freight 360

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It's the Freight360 podcast from Freight Broker Sales tips to Sports Talk. This podcast is all about helping you grow as a Freight Broker with your hosts, Nate Cross and Benjamin Kowalski. New episodes every Friday and our Q&A series "The Final Mile" every Tuesday. Join us as we dive into the freight industry to provide you with the latest in Freight Broker education and industry news. If you have a question you would like answered on our show visit the website below or leave a comment where ...
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Love it or hate it, the advertising and marketing industry is the ultimate broker of power and influence in the world today. Adspeak, hosted by ADWEEK editor in chief Ryan Joe, brings to life stories from our top reporters, delving into the people, brands, ad agencies, and adtech giants that shape how we view the world, the products we buy, and the entertainment we enjoy. Hosted on Acast. See acast.com/privacy for more information.
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Simple Sales Podcast

Tommy Sinclair, Simple Sales Agent Broker

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Welcome to the Simple Sales Podcast, the ultimate resource for real estate, business, and sales insights. Inspired by Tommy Sinclair, the visionary and brain behind Simple Sales Agent, this podcast delivers the latest trends, expert insights, and ongoing training to help you stay ahead in a competitive market. Whether you’re a seasoned pro or new to the industry, each episode equips you with actionable strategies, industry news, and essential tools to thrive in today’s fast-paced environment.
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CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes. Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into ...
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Welcome to LeadingLane, the go-to podcast for aspiring and seasoned real estate professionals! Hosted by Steven L. Burch and Ashley Fredrick, two seasoned brokers with a flair for the industry, this show delves into the core of what makes real estate tick. Each episode is a journey through essential topics like mastering time management, unraveling the complexities of real estate finances, and sharing authentic experiences from the field. Get valuable tips and tricks, whether you're a newbie ...
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The REAL ESTATE VOICE

Vernon R.E. Jones, Managing Broker/Owner

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The most up to date real estate information for your life right now! Market data, design trends, Ideas, tips, real estate news, prognostications, credit realities, down payment assistance programs, investor information, and a whole lot more!
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Welcome to The Persistent Entrepreneur Podcast, where grit meets inspiration. Join David Hill, two-time author, business coach, world-class sales trainer, top real estate broker, Ironman athlete, and 23 years sober, as he interviews relentless entrepreneurs, visionary business owners, and trailblazing leaders who’ve mastered the art of perseverance and refusal to quit. Each week, David uncovers powerful stories of overcoming obstacles, seizing opportunities, and turning persistence into vict ...
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Insurance 360

Pinnacle Financial Services

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Insurance 360 is made with insurance professionals in mind. I360 explores everything in the world of insurance sales and marketing. Join the team as we explore, insurance selling ideas, marketing trends, insurance carriers, lead generation methods and more. If you are new, or are considering selling such products as Medicare Advantage, Medicare Supplements, Prescription Drug plans, life insurance, annuities, final expense and ancillary health products such as dental and hospital indemnity, I ...
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Tom is a husband, father, and lover of aviation. When he first started learning about private jets, he noticed there wasn’t a lot of content available for people who wanted real, down to earth, information without any fluff or pomp. He knew that many people were curious before they buy a private jet, and he wanted to be a guide for the curious to the serious and those in between. Tom pulls back the curtain on private aviation to help individuals buy sell or charter jets without wasting time ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Welcome to "Mortgage Business Mastery," the go-to solo podcast for mortgage brokers who are ready to amplify their influence and impact in the financial services industry. Each episode is packed with tangible sales strategies and marketing wisdom to help you close more deals and stand out in the marketplace. From content creation secrets to social selling hacks, join us as we dive deep into the world of mortgage marketing and transform your approach from the ground up. Whether you're a seaso ...
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Most people have no idea you can earn 5 to 6 figures a month by helping small businesses get the funding they already need. This podcast shows you how. Welcome to the Business Loan Broker Show, hosted by Oz Konar, founder of the #1 training platform in the U.S. for business loan brokers: Business Lending Blueprint (BLB). If you’ve ever wanted to: Start a recession-proof business from home Earn income without selling products Work directly with business owners and offer real solutions Tap int ...
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Power House

HousingWire

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The Power House podcast brings the biggest names in housing to answer hard-hitting questions about industry trends, operational and growth strategy, and leadership. Join HousingWire president Diego Sanchez every Thursday morning for candid conversations with industry leaders to learn how they’re differentiating themselves from the competition. Hosted and produced by the HousingWire Content Studio.
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Schwab Network

Schwab Network

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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Who's really in control when you buy a property? The Elephant In The Room is where the things that no one wants to talk about, actually get talked about. Veronica Morgan, real estate agent, buyers agent and co-host of Foxtel’s Location Location Location Australia & Chris Bates, financial planner, mortgage broker and wealth coach have joined forces to find out what’s really going on in the world of real estate. Veronica and Chris talk to property owners and buyers every day in their respectiv ...
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SUBSCRIBE TO MY YOUTUBE CHANNEL TO GET THIS CONTENT WITH VISUALS https://www.youtube.com/@AshBorland 💬 Got a quick question? Leave them in the comments or drop me a message on Instagram, I’m always happy to help! 📲 Instagram: https://www.instagram.com/ashborland/ ————————————————————— The ONLY Videos You NEED to Watch!!! https://youtu.be/vY3oejNyCh…
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Customers can distinguish between genuine human interactions and automated responses. Authenticity matters. Without trust, they will seek alternatives. This was the topic of discussion in this week’s episode of Business Accelerator. Trust is especially critical in financial advice, where clients rely on brokers to act in their best interests. AI, a…
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Ever wish you could hear the whole story behind a business sale? In this episode, we sit down with both the buyer and seller involved in a recent business sale as they reflect on their experience working with a broker. Listen to what went well, what surprised them, and why they believe a business broker was essential to a successful outcome. Watch …
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Oz Konar interviews a student who funded over 100 deals. NO office, NO Employee through Business Lending Blueprint. - Ernesto Ortega has over a decade of experience in the finance and business lending industry, initially starting at D&B , a prominent business credit reporting agency. - He transitioned into loan servicing and became a loan officer, …
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“Credit spreads are the real tell.” Blake B. Millard thinks the bond market isn’t showing signs of stress after recovering from earlier in the year and is paying attention to their signals over the news cycle, legislation, and other noise. He explains where he thinks the market is going and covers opportunities he’s currently seeing. He advises inv…
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Chipotle (CMG) is down more than 10% in 2025, but that's not stopping bullish appetite for the stock. BMO Capital upgraded Chipotle and boosted its price target. Marley Kayden talks about company initiatives swaying analysts. Dan Deming serves an example options trade for the fast casual company. ======== Schwab Network ======== Empowering every in…
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Rebecca Walser notes bright spots in the latest consumer sentiment print through personal finance and business, though it's a mixed bag elsewhere. She says Americans with two or three jobs remain heavily exposed to inflation risk if it spikes higher. On the global picture, Rebecca says cryptocurrencies and the blockchain are changing perspectives o…
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CFRA's Cathy Seifert says there's positives to take away from the latest Travelers (TRV) earnings report. Top line growth is not one of them. Cathy sees similar trends across the insurance space and urges investors to do their research and be selective in the group. She likes Progressive (PGR) and Allstate (ALL). Joe Tigay offers example options tr…
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Go to www.mockranches.com/mr-gives to donate to Texas farmers and ranchers who were affected by the July floods. The Mock Ranches Group and Mock Ranches Gives (an established 501(c)(3)) has a goal of raising $200,000 for Texas farmers and ranchers who were directly affected by the July Floods. 100% of the funds, donations, and supplies raised will …
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In today’s Tech3 from Moneycontrol, we unpack Lenskart’s FY25 financials, where there seems to be a sharp growth and even sharper margins. Flipkart is witnessing a leadership shakeup, while a fake Supreme Court handle on X turns into a courtroom spectacle. Plus, Udaan gears up for IPO with the acquisition of ShopKirana to deepen its FMCG play. Tune…
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3M (MMM) beat earnings and raised guidance in its latest earnings, though the stock didn't see much movement after the opening bell. Chevron (CVX) won arbitration against Exxon Mobil (XOM) to complete its acquisition of Hess Corp. (HES). Oracle (ORCL) got a price target hike from Citizens JMP as the firm sees the company finding its niche in A.I. D…
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Alex Coffey points to jobless claims, lower inflation and strong retail sales adding muscle to markets. Earnings tacked onto that strength, but as Alex points out, valuations are starting to hit momentum. He says it will be all eyes on next week's earnings to see if stocks are truly pushing valuations too far. ======== Schwab Network ======== Empow…
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Kevin Hincks reports from the Cboe Global Markets to discuss his takeaways from the start of earnings season. He calls the overall trend strong but makes the case that overvaluation is hitting stocks like Netflix (NFLX), which traded lower despite its strong report. Kevin also notes a "quiet" period coming for the Fed ahead of its interest rate mee…
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AMD Inc. (AMD) got its price target bumped higher by Citi as the shares continues a stunning rally off April lows. Rick Ducat looks at key levels in the charts and highlights ways AMD can continue its push higher. He later turns to a bullish example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market d…
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Erin Sykes, founder of Sykes Properties, calls Friday's housing starts and permits data a "positive inflection point" for the housing market. However, affordability remains a critical issue in getting homebuyers through the door. That said, Erin sees pockets of strength in places like the southeast U.S. ======== Schwab Network ======== Empowering e…
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Crypto gets a push toward additional regulation after the House passed the GENIUS and CLARITY Acts. J.D. Durkin turns to the path ahead for cryptocurrencies as Bitcoin trades just off all-time highs. On the earnings front, J.D. shows why Netflix (NFLX) is facing pricing pressure despite its strong earnings. He later moves to American Express (AXP) …
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Yalena Shulyatyeva notes that tariffs have generated "a lot of noise" in markets and left consumers with more questions than answers. She adds that it's just as confusing for the Fed as it waits to see the bigger picture of tariff impacts. Yalena weighs if tariffs can be "transitory" long-term. ======== Schwab Network ======== Empowering every inve…
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Shares of Chevron (CVX) moved higher before the opening bell Friday after the company's merger with Hess Corp. (HES) got the green light. Charles Schwab's own Ben Watson breaks down key technicals in the company's charts and shows levels investors will want to watch in the trading session. ======== Schwab Network ======== Empowering every investor …
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Once again, commercial vessels sailing in the Red Sea are being attacked. Our correspondent explains why Houthi rebels, an Iranian-backed militia in Yemen, have regrouped. The islands of Tuvalu are sinking. Now Australia is offering residents the world’s first “climate visas”. And remembering Dutch agronomist Simon Groot. Listen to what matters mos…
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Once again, commercial vessels sailing in the Red Sea are being attacked. Our correspondent explains why Houthi rebels, an Iranian-backed militia in Yemen, have regrouped. The islands of Tuvalu are sinking. Now Australia is offering residents the world’s first “climate visas”. And remembering Dutch agronomist Simon Groot. Listen to what matters mos…
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On today's episode, Andy & DJ discuss Shane Gillis' savage ESPYs monologue that took aim at Caitlin Clark, Aaron Rodgers, Trump and everyone else, the Senate Passing the Trump-Backed rescission plan to defund PBS, NPR and Slash Bloated Foreign Aid, and Orange County resident Nick Taurus torches illegal immigrants.…
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Global artificial intelligence in banking space is expected to grow at a CAGR of over 30 per cent in the coming years, finding use in almost everything we do. The sector is incorporating AI not just for personalizing customer preferences but also enhancing ATM networks, increasing brand presence among others. In this episode, we are joined by Manis…
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The Aussie market has done it again! Laura and Stevie excitedly join us today for an update that saw the Aussie market continue to push higher following the record already set yesterday. They speak through the session which marks the best in around three months with all 11 sectors in positive territory, healthcare, materials, and financials saw the…
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: What brokers think abou…
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Today’s freight thieves are no longer just hijackers—they're hackers, posing as carriers by infiltrating email accounts and exploiting weak verification processes. In this episode, we break down a real theft case where criminals redirected a shipment using a hacked carrier profile, exposing the failure of standard vetting methods. We reveal how the…
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In a bid to stay competitive, Tata Sons is planning to infuse $400 million into its e-commerce business, Tata Digital. Meanwhile, despite rate cuts and lower inflation, urban consumption remains slack. Find out what more is needed for a sustained economic recovery. In addition to these, learn about Apple’s iPhone exports surge, India’s defence of i…
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Markets are digesting how to trade in what James Demmert calls a "new world order" focused on government policy change. While James sees foreign markets outperforming the U.S., he expects the SPX to hit 6,800 by year's end. The A.I. revolution is the main driver behind his bull thesis and labels GE Vernova (GEV), Palantir (PLTR), and Nvidia (NVDA) …
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Today's session closed with another new all-time high from the SPX and NDX. TSMC (TSM) added muscle to the rally after posting strong earnings, though Netflix (NFLX) couldn't continue that strength after hours. Lucid (LCID) accelerated its shares thanks to a new partnership with Uber Technologies (UBER). Marley Kayden takes investors through Thursd…
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Wall Street surged to new record highs overnight, buoyed by strong earnings results and upbeat economic data. Better-than-expected retail sales figures lifted investor sentiment, while financial stocks led gains on the back of improved earnings. The world’s largest chipmaker, TSMC, also rose after posting stronger-than-forecast results, adding furt…
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Justin Tam, ETF Lead of Qraft Technologies, talks about how his firm's A.I. models identified Nvidia (NVDA) as a growth stock in 2019, and why they're still bullish despite its meteoric rise through 2025. He also discusses why Qraft is rotating out of consumer staples and discretionary and into tech and industrials. ======== Schwab Network ========…
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Monarch Casino & Resort (MCRI) released earnings that gave investors confidence to step into the stock. However, as Charles Schwab's Ben Watson points out, the company still has a multi-million dollar overhang that will generate headwinds down the road. He gives investors a look into the charts to show bearish and bullish trends. ======== Schwab Ne…
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Netflix (NFLX) shared strong numbers through its latest earnings report, from a beat on the top and bottom line, to raised full-year guidance. The stock still traded lower after the close. Alex Coffey, Jeff Pierce and Marley Kayden turn to the report and explain what may be behind the price action. ======== Schwab Network ======== Empowering every …
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"The momentum trade is still in full force," says Charles Schwab's Liz Ann Sonders, noting heavily-shorted corners of the market doing especially well thanks to retail traders. Some investment firms are still holding cash on the sidelines. Liz Ann later notes divergences when it comes to stock outperformers. She goes as far to say that the Mag 7 is…
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Kevin Davitt says positive market breadth in the Nasdaq-100 is “unequivocally” driving it as the index makes another all-time high. “Hedge when you can, not when you have to,” is a phrase he’s thinking about with this run up, though. He also looks at average daily volumes and argues the market is “expressing a view” about what’s next. ======== Schw…
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"Ever-growing hunger" for electricity over A.I. demand makes the energy sector one investors should watch. Rick Ducat turns to technical trends in the industry, offering a look into where it stands compared to the SPX and several individual energy stocks. He also analyzes the chart and options for SLB (SLB) ahead of its earnings report on Friday. =…
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David Botset monitors ETF flows and what they tell us about market sentiment. “Those investors that use ETFs…have confidence that their portfolios can recover from downturns and help them meet their long-term objectives.” After a record year of inflows in 2024, 2025 is on pace to make new highs. He discusses shifts in asset allocations within ETFs …
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Michael Green homes in on the Philly Fed Manufacturing Index numbers today. “There’s very strong pricing expectations” despite tariff impacts not showing up yet. “Roughly 90% of households are going to be slightly worse off” because of tariffs, with some hit far worse, he argues. Looking at recent all-time highs, he says, “From a valuation perspect…
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Zach Warring and Lisa Martin take on June Retail Sales. Zach cautions around just looking at one month’s data to get a market picture. Lisa says the report shows “higher prices aren’t hurting spending – yet.” She thinks demand is still pulled forward because of tariff fears and that consumers are still in good shape. Zach, who is watching stocks li…
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Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip. Lucas leans toward buying dips in tech, particularly Meta Platforms (META), noting its data collection and A.I. capabilities as strong bullish indicators. He also likes Lam Research (LRCX) and TSMC (TSM). =====…
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Michael Gates of Blackrock (BLK) talks tactical ETF offerings and market rotation. He explains ETF “styles”, such as focusing on smaller or larger companies or other rubrics. His top exposures are in the Mag 7 right now. In 2H25, he expects the AI theme to remain important: “that’s a portion of the market we have conviction in.” ======== Schwab Net…
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Jharonne Martis breaks down the June Retail Sales data and how it relates to Consumer Confidence numbers. She expects discounters to continue to do well as consumers “continue to trade down.” Jharonne also highlights the back-to-school season, which could benefit names like TJX Companies (TJX). She also thinks Ralph Lauren (RL), which has a loyal c…
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More advertisers are taking notice of Reddit (RDDT). LikeFolio's data shows the company has seen nearly a 330% increase in ad manager visits year-over-year. Megan Brantley says A.I. poses a challenge to search companies similar to Reddit, though she believes the ways advertisers can use the platform gives Reddit a chance to accelerate its scale. ==…
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PepsiCo (PEP) rallied on today's earnings, with Alexis Browne Roberts noting a "surprisingly resilient" consumer lifting the numbers. However, she still wouldn't buy the stock even after today's report, giving the case that today's earnings were only "less bad" than it could have been. Dale Smothers still sees the stock as a strong dividend play. O…
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Jason Brown turns to ETFs on today's Big 3. He points to the Technology Select Sector SPDR ETF (XLK) as a way investors can capitalize on tech's broad bull run. He has a similar approach for the VanEck Semiconductor ETF (SMH) and sees the Select Sector Industrial SPDR ETF (XLI) continuing its run higher. Rick Ducat gives investors insight into the …
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Tony Zhang believes Block (XYZ) is a stock many investors need on their radar. He considers the company "undervalued" since taking a beating after its first quarter earnings. Tony points to Block's exposure to crypto holding lots of value, adding that its fundamentals remain strong without taking crypto into account. ======== Schwab Network =======…
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Netflix (NFLX) reports earnings after the close on Thursday, and Sam Vadas expects a volatile reaction after hours. She talks about why advertising and live events will draw investor interest and shows how bullish analysts are heading into the report. Joe Tigay expects a "subtle fade" on earnings and offers an example options trade for the streamin…
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TSMC (TSM) posted earnings that wowed investors, as well as Cory Johnson, noting the company's 28% quarter-over-quarter growth as stellar. The company's reach in Mag 7 corporations like Apple (AAPL) and Nvidia (NVDA) is why he attributes TSMC as being "one of the most important companies in the world." Cory also talks about the U.S. lifting chip ex…
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Alex Coffey turns to the options front in the SPX, which he says has been trading in a clear range throughout the week. He talks about how headlines on Jerome Powell and President Trump shook up Wednesday's run higher. On Netflix (NFLX), Alex calls the streaming giant the "number one player" in digital media. He believes Thursday's earnings will se…
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