The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com, a top-ran…

Swiss cheese agreements. Overspending by big tech – could that be their downfall? A rate cut in the dark and AI’s Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz V…

It’s time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intellig…

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out? And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Howard Lindzon has over 20 years of exp…

The government is shutdown – How long this time? The Bubble – how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin T…

October – will history repeat? New tariffs announced – again. Thinking about 401k plans – innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Econ…

Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactiv…

The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working…

Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers i…

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Agentic AI – something to look into… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached…

Markets react to the chance of a rate cut.Summertime lull was anything but boring.September and October await – two of the seasonally worst months for markets.And our guest – Danielle Park, Venable Park Investment Counsel Inc.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Follow @andrewhorowitzMore information available on Horo…

Big shoes to fill at the Fed.Taking pruning sheers to the MoMo names.Is that it for the year? Digestion phase is upon us.Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals!NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Noland started in the financial services industry working as a financial adv…

Home country bias - not benefiting you this year.CPI inflation - not as bad on the top line - under the surface more to look at.Global Momentum fund review - and new Exchange ETF opportunities for tax benefits.Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment ManagementNEW! DOWNLOAD THIS EPISODE’S AI GENERATED S…

The Bend and Snap – a one day sell-off is all it takesServices PMI is just about the contraction zoneEconomic reports softening – markets begging for a rate cutThis episode's guest: our good friend , author and former banker Satyajit Das – all the way from down underNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Satyajit Das is…

F1 Racing and the markets.Earnings, economics and the Fed.The casino - zero date options.Thomas Thornton, Hedge Fund Telemetry is this week's guest.NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay UpdatedThomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital.…

The first time in history this is happening in IndiaWhat is Jim Buying?A restraint of trade and why commodity prices are cheapLooking to learn from one of the greats – GOAT!This episode's guest: Jim Rogers - The Investment BikerNEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Jim Rogers, a native of Demopolis, Alabama, is an author, financi…

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!Tariff Fever – Markets don’t really care.Bitcoin on the move and we will discuss with our guest - Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Antho…

The OBBBA is signed into law.Letters are going out with a new deadline.Coming up on earnings season – JPM reporting on the 15th – next week.And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Str…

Jobs Job Jobs - not too hot, not too cold.VIX – under 17 – a contra-signal?The KRI (Key) seems to thing so – overbought at a +5Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFollow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiti…

PCE – The Fed’s preferred inflation metric…The VIX – pricing in smooth sailing - how to hedge...And commodities – The one most interesting trade right now is...?Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley TradingNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures …

The Presidential Cycle and the sectors that may benefit.Taking a look at the Longevity ParadoxTariffs and Inflation - is it all a hoax?Our guest this week – David Gaffen, Breaking News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he ha…

AI is coming to finance with some major Shifts to the investment landscapeSumo Politics in full force.We got a China deal, or did we?Seeking out innovation with our guest, Steven Sanders - EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product De…

How to invest, research and do it with skin in the game.Is the USD vulnerable? You may be surprised by the answer.How to identify under-the-radar opportunities.Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFrank Curzio can be reached by email at [email protected] C…

The tariff saga continues – we got the The TACO trade and the courts now.The Big Beautiful Bill – in jeopardy.May was a jolly good month – equities ripped higher.Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Barry L. Ritholtz is the co-fo…

The economy looks okay – retailers say otherwise.The BIG Beautiful bill is on its way through the sausage factory.Spec Tech (like quantum stocks) still in rally mode.Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tom Nelson is a senior vice president and head of asset allocation portf…