Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September rate cut probability of at 100% – lets discuss. Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible f…

In this episode: Welcome Andrew Horowitz of The Disciplined Investor [1:34] Why Andrew isn’t sold on a September rate cut [4:43] A look at the crazy housing market [7:44] What’s behind the rally in small caps [20:58] A Trump presidency will impact these sectors the most [26:04] The CrowdStrike debacle is raising big questions for Big Tech [41:16] T…

What is going on? Questions about the current market’s sustainability… HUGE rotation into small-caps and financials. College planning – does it have to be so difficult? Guest – College planning expert Brad Baldridge. Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven s…

In this episode: John Petrides on the economy vs. the market [3:00] The most crowded trade on Wall Street [6:23] Where to find value in the markets right now [10:49] What’s more important than interest rate cuts? [13:59] How big bank regulations lead to “shadow banking” [23:30] How to position your portfolio for the next 12 months [26:52] This sect…

Up and Up – what is next? So many questions about this market’s next leg…. Inflation- mixed messages – but the Fed is pushing the carrot Guest – Dr. Richard Smith When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself.…

In this episode: You must be cautious this earnings season [8:52] Is Tesla a meme stock? [11:35] Not all buybacks are created equal [17:54] Consumers keep spending—despite mounting debt [25:09] Has President Biden reassured voters following his debate debacle? [31:42] Should you buy the dip in Bitcoin? [45:07] What Intuit’s latest move says about A…

Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for markets? This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspect…

In this episode: Welcome market legend Rick Rule [2:24] Our frustrations with Washington bureaucracy [3:56] A look at gold’s returns over the long term [6:52] What's behind the underperformance in gold stocks? [8:45] How government debt and deficits impact individuals[11:58] Why precious metals could explode higher [16:11] Gold vs. gold stocks: Whi…

An interesting turn in politics. Looking at the “Awesome Portfolio” Having a healthy relationship with money with this week’s Guest – Jared Dillian. Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1…

In this episode: Florida Panthers win their first Stanley Cup! [0:55] What the TSA’s new record tells us about consumers [3:13] How the presidential debate will impact the stock market [16:11] These 3 sectors will spike this election season [26:11] The summer is scorching—so why is POOL plunging? [27:04] Be cautious on this hot sector [32:59] What’…

Markets , Economics and Insights Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The Investment Biker Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times,…